Adam Feuerstein ✡️ — Happy Sunday morning, my friends. If you're an #ASCO26 follower, the media embargoes lift at 8 am ET for daraxonrasib, ivonescimab and all the other drugs in this afternoon's plena…↗
May 29
Jacob Plieth — Dizal Zegfrovy data from WU-Kong28, in NEJM https://t.co/qx2TwwHq7g #ASCO26 $CGEM $JNJ↗
May 29
Jacob Plieth — Dizal: crossover ate my OS benefit. #ASCO26 data from WU-Kong28 in 1st-line exon20 NSCLC, via @ApexOnco -> https://t.co/8fzt66W6eo $JNJ $CGEM↗
May 20
Adam Feuerstein ✡️ — The #ASCO26 abstracts will be posted tomorrow at 5 pm EDT. What this means, and what is doesn't.
-- No late-breaker abstracts tomorrow. You will not see the plenary session data…↗
April 2026 · 2 mentions
Apr 17
Jacob Plieth — Second $JNJ ex-Halda "riptac", HLD-0117, goes into phase 1. Previously only known as "breast cancer riptac", target still undisclosed https://t.co/aJRe55AgYH↗
Apr 17
Jacob Plieth — "Extended-release chemotherapy"? $JNJ 🧐 https://t.co/YNyf9f6GP1↗
March 2026 · 3 mentions
Mar 18
Adam Feuerstein ✡️ — J&J $JNJ wins approval for first-of-its-kind psoriasis pill https://t.co/i3nkTz8mi1 via @damiangarde $PTGX↗
Mar 16
Jacob Plieth — Who knew $REGN was developing an anti-GPRC5D T-cell engager? https://t.co/jyL1PAS0y5 $JNJ $PFE $BMY↗
Mar 5
Adam Feuerstein ✡️ — FDA approved $JNJ Tecvayli, multiple myeloma treatment
https://t.co/7JX80XjYy9↗
February 2026 · 2 mentions
Feb 23
Jacob Plieth — Why is $BCAX testing a ficera dose in phase 3 that it now says isn't optimal (and other uncomfortable questions)? Via @ApexOnco -> https://t.co/mLWKP6AAZ9 $JNJ $GMAB↗
Feb 23
Jacob Plieth — $GILD buys $ACLX before approval. Via @ApexOnco -> https://t.co/pKF78Wyrww $LEGN $JNJ↗
January 2026 · 4 mentions
Jan 29
Jacob Plieth — MK-2750 has been in the clinic since 2024. JNJ-95437446 started phase 1 in July 2025 https://t.co/PYUnhSJogA $MRK $JNJ↗
Jan 29
Jacob Plieth — With a tipoff from a friend, and some info that probably shouldn't have been posted in a trial registry, the mechanisms of ADCs JNJ-95437446 $JNJ & SKB571/ MK-2750 $MRK have be…↗
Jan 15
Jacob Plieth — Qilu appears to be aping $JNJ in trispecific T-cell engagers. First BCMA x GPRC5D, now CD79b x CD20. Via @ApexOnco -> https://t.co/d4pBcl0MuF↗
Jan 14
Adam Feuerstein ✡️ — @SweetStocks22 @DrPatrick The glioblastoma data (scant) come from single arm combination trials. None of the data prove Anktiva is having any effect at all.
And yes, Anktiva is a…
December 2025 · 8 mentions
Dec 23
KawzInvests 🦑 — Then you layer in the competitive dynamics. The article explicitly says $LLY is negotiating but $JNJ and AstraZeneca $AZN are also monitoring the situation. When you have three maj…↗
Dec 15
Jacob Plieth — It's $JNJ Tecvayli https://t.co/83ezqcZxm8↗
Dec 9
Jacob Plieth — If you enjoyed #ASH25 you can catch up on all @ApexOnco coverage, including previews, here -> https://t.co/XIQrEeKMwY $TERN $JNJ $LLY $CGEM $ONC $NRIX $PFE $REGN $KURA↗
Dec 9
Jacob Plieth — @avidresearch OS, even with slightly fugly crossover, gives HR=0.46 $JNJ #ASH25 As ever, infection risk is very real with CD3-targeting T-cell engagers.
November 2025 · 9 mentions
Nov 25
Adam Feuerstein ✡️ — @bigpharmaguy Not insane. You're correct. The competitive hit to $ACLX y'day was present (that $JNJ abstract) and future (the in vivo CAR-T)
I didn't see the former until later.↗
Nov 24
Jacob Plieth — #ASH25 late-breakers are now up (links don't work though): $JNJ $LLY + Kelonia in vivo Car-T! https://t.co/O9NqyOuXya↗
Nov 17
Jacob Plieth — Halda turns $202m into $3bn from $JNJ (plus a #sadtrombone for $ARVN). Via @ApexOnco -> https://t.co/7zXwDOTMS6↗
Jacob Plieth — Amazing similarities (& differences?) between Flaura2 vs Mariposa $AZN $JNJ↗
Sep 11
Jacob Plieth — Here's another oncology company going from ph1 straight into ph3: $JNJ anti-KLK2 T-cell engager pasritamig https://t.co/KpW7G2wNs0 cc @BowTiedBiotech↗
Sep 8
Jacob Plieth — If you're catching up with #WCLC25 news, @ApexOnco coverage can be found here: https://t.co/Jl2xGAtcZw $SMMY $IDYA $AZN $JNJ $BMY $ZLAB $BNTX↗
Sep 8
Jacob Plieth — Guess who just went into the clinic with a new menin inhibitor $SNDX $KURA $JNJ $AZN https://t.co/J1NxKIddpD
August 2025 · 1 mention
Aug 27
Nancy Pelosi Stock Tracker ♟ — The plan ?
See if the Swift Effect can make you rich
A new tracker is now live up on @joinautopilot and is a basket of stocks that would benefit from a "marriage boom"
Includes…↗
July 2025 · 6 mentions
Jul 17
Jacob Plieth — ...and more, this time from the FDA's Andrea Baines $BMY $JNJ $GSK $LEGN https://t.co/8UEG4QyKPq↗
Jul 17
Jacob Plieth — $JNJ first announced TAR-200 filing on 15 Jan, but never announced the acceptance. Today's PR likely result of mention of priority review dribbled out at GS conf in June & on y…↗
Jul 17
Jacob Plieth — Admirable effort by FDA's Deepti Telajara to present the current treatment paradigm for multiple myeloma $JNJ $BMY $GSK https://t.co/VfdzITcqRY↗
Jacob Plieth — @justaname2u JNJ-88549968 appears to be the only other CALRmut project in clinical development apart from the two at $INCY. Ph1 started in Dec 2023, but has anyone seen any data fr…↗
Jun 1
Jacob Plieth — $JNJ anti-KLK2 T-cell engager pasritamig (JNJ-78278343) #ASCO25↗
May 20
Adam Feuerstein ✡️ — $IBRX -- The FDA accepted the sBLA to expand Anktiva to include the treatment of MNBIC papillary. The PDUFA date is Jan. 6, 2027. Standard review.
A positive development for Im…↗
Jacob Plieth — $JNJ Tecvayli (& $LEGN Carvykti) "entering a new era of resetting survival expectations in a cancer historically described as incurable". @ByMadeleineA @ApexOnco from #ASH25 on…↗
Dec 9
Jacob Plieth — Wow, check out the $JNJ Tecvayli survival curves in Majestec-3 #ASH25↗
Dec 9
Jacob Plieth — $LLY Jaypirca looks best... up to a point. Via @ApexOnco from #ASH25 https://t.co/SgHJrraNrI $ONC $AZN $JNJ $ABBV $NRIX↗
Dec 7
Adam Feuerstein ✡️ — New data from Gilead, Arcellx multiple myeloma CAR-T suggest benefit over rival treatment https://t.co/h2TMrtrufE $GILD $ACLX $JNJ $LEGN #ASH25↗
Jacob Plieth — Halda's HLD-0915 is an oral, heterobifunctional small molecule that induces prostate cancer death by binding AR and the essential protein BRD4 $JNJ #ASCO25 https://t.co/lhEAQL1Gnb↗
Nov 17
Adam Feuerstein ✡️ — $JNJ acquiring Halda Therapeutics, cancer drug developer, for $3.05B↗
Nov 17
Jacob Plieth — $JNJ just acquired Halda for $3.05bn. Earlier story from @BatirtzeAreitio -> https://t.co/7nxuN3Oykj $JANX $CTMX↗
Nov 14
Adam Feuerstein ✡️ — Big uh-oh for $BMY $JNJ Factor X1a anticoagulant program. Ph3 study halted for futility.
https://t.co/amVbO86N6o↗
Nov 3
Jacob Plieth — @jq1234t No clue, sorry. I'm amazed $JNJ goes as far as admitting that this is an anti-ENPP3 ADC.↗
Jacob Plieth — Ichnos Glenmark's BCMA x CD38 bispecific ISB 2001 was covered by @ByMadeleineA at #ASCO25. Today licensed to $ABBV for $700m up front $JNJ https://t.co/eRXwEbxky9↗
Jul 3
Jacob Plieth — Zegfrovy gets its US approval, but don't expect an imminent launch. Via @ApexOnco -> https://t.co/bCDzI4zzSQ $CGEM $JNJ↗