Design of $AZN Volga is pretty similar to $MRK KN-905, apart from inclusion of an Imjudo cohort. Why does adding Imjudo into the mix make things apparently worse? Tox? https://t.co/Nrc32lZcso
$AZN Volga might have matched $MRK $PFE KN-905 in cis-ineligible patients, but here comes chemo-free Padcev + Keytruda in the cis-eligible setting. Via @ApexOnco -> https://t.co/KmwCfgZLBm
You'll never guess the mechanism of $MRK MK-6837. Scoop via @ApexOnco -> https://t.co/s7BEvU5BAQ
$MRK, a company with no CML presence, buys $TERN, a company that only pivoted to CML 2 years ago. And other surprises, via @apexonco -> https://t.co/MtOjGJmTfd $ELVN $NVS $PFE $BMY
Based on previous form $MRK will probably now rerun the $TERN study, just to prove to itself that the data were real.
Did $MRK ascribe any value to $TERN assets beyond TERN-701? Caroline Litchfield: our valuation is based on TERN-701.
For those wondering if $MRK might be outbid, here are the deal termination terms from $TERN https://t.co/TbM3rWyEoG
Fun fact: what was $TERN's initial focus, before it pivoted to CML? $MRK https://t.co/HsWxFnO6Uv
So it's official: $6.7bn $TERN $MRK
The $TERN data from December that enticed $MRK https://t.co/51H9opufDT
$MRK buying $TERN for $6.7 billion, or $53 per share. https://t.co/N9SjDxTx50
How did $BMY let $MRK buy $TERN?
Worth $6bn to $MRK? $TERN data from #ASH25 $ELVN
$MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR
One $INCY Kras G12D inhibitor goes on clinical hold, the other ends recruitment after hitting just 10% of its enrolment target. Scoop via @ApexOnco -> https://t.co/zy6Y8Z9toE $MRK $RVMD $ALPMF
$MRK claims a survival benefit in ovarian cancer irrespective of PD-L1 status, but FDA & EMA say BS. Via @ApexOnco -> https://t.co/Cld1O7Uuvp #ESGO26
$MRK Welireg could be about to expand its reach at last. #GU26 data via @ApexOnco with relevance to $RCUS -> https://t.co/k59284INdK
A "slam-dunk home run" from $PFE $ALPMF Padcev. @ByMadeleineA on #GU26 late-breaking Keynote-B15 data, via @ApexOnco -> https://t.co/O6ynVa4H7H $MRK
$MRNA expects Interpath-001 data "potentially in 2026". $MRK https://t.co/GgJ6F33AG7
Key late-breakers at Asco #GU26 include Litespark-011 & 022, Keynote-B15... and who's heard of Flare Therapeutics? Via @ApexOnco -> https://t.co/bXcANMQu5m $MRK $PFE $ALMPF $CGON $VIR
Who knew that $MRK filing for KN-B96 indication had 2 separate Pdufa dates, one for IV and one for SC Keytruda? Remember Keytruda Qlex was approved for "most" solid tumour IV indications. Via @ApexOnco -> https://t.co/u9SFzUF9ok
Interesting difference: the corresponding US approval has no restriction to dMMR (remember PFS HR=0.60 in pMMR, but 0.30 in dMMR) $MRK
Six years after buying Arqule $MRK is talking about nemtabrutinib again. 2027 launch possibility? $LLY https://t.co/Bqzd6fPYZf
$MRK confirming that Interpath-001 study of $MRNA partnered intismeran autogene is "ongoing & fully enrolled". No further guidance as to timing of results, due some time in 2026. My earlier take on what to expect: https://t.co/9Pk3JK8TLs
@charlene_liao @garbageman1985 I'm not sure there's any fund with a direct ownership link to $MRK here. $EIKN https://t.co/qrD8vzxKhI
MK-2750 has been in the clinic since 2024. JNJ-95437446 started phase 1 in July 2025 https://t.co/PYUnhSJogA $MRK $JNJ
Remember MK-2750, which $MRK licensed from Kelun? First revealed under the code SKB571 during #Esmo24 https://t.co/gkDoaJDQYD
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 been revealed. Quite amazing given the recent $GMAB news. Via @ApexOnco -> https://t.co/WT8gNUvT83
WSJ: $MRK $RVMD deal off https://t.co/OD4cueoX04
$ABBV pays $650m for a seat at the PD-1 x VEGF bispecific table - and check out that waterfall. Biggest #JPM26 deal so far? Via @ApexOnco -> https://t.co/DV3smu5YSb $SMMT $MRK $BMY $BNTX
However, Ideate-Lung02 is still on clinical hold in the EU $MRK $DSNKY
$MRK $DSNKY say FDA has lifted the clinical hold on Ideate-Lung02 after implementation of strategies related to ILD risk: now exclude patients at a high risk of ILD & more frequent review of unblinded efficacy and safety data by IDMC.
@bgrphc @bio_clouseau It's a close-run thing as to whether $ABBV has a worse track record than $MRK when it comes to overpaying for acquisitions.
@bio_clouseau Seems that there's a lot of scope for $MRK to look silly here $RVMD
Our man @mroliverbarnes $MRK $RVMD https://t.co/vUssAaRo5e US pharmaceutical group Merck is in talks to buy Revolution Medicines, a cancer drugmaker with a market capitalisation of nearly $19bn, in what would be the latest big deal in the red-hot biotechnology sector. Merck has been pursuing an acquisition of Revolution Medicines, however a deal has not been finalised, according to people familiar with the matter. A tie-up would be at least several weeks away, they added. Other large pharmaceutical groups were still circling the Redwood City-based biotech and another suitor might yet prevail, the people added. A transaction is not a foregone conclusion.
@AppleHelix What it comes down to is: $MRK doesn't think saci-T is worth spending another $700m on, but Blackstone does. And that in itself is a curious/bizarre dichotomy.
CT-gov quietly discloses that $AZN put Datroway into Tropion-Lung17 last Oct. Basically a do-over of Tropion-Lung01, but in non-squam and in TROP2 +ve only (using QCS assay?) https://t.co/cp2di8dcVf $DSNKY $MRK $GILD
Pivotal ifinatamab deruxtecan trial on global clinical halt over ILD deaths. Scoop via @ApexOnco -> https://t.co/XNvk4BD4Sd $MRK $DSNKY $AZN
So where does this the #tigit Fc debate? Fc-active: $GSK $ITOS fail, $MRK fail, $RHHBY fail Fc-silent: $RCUS $GILD fail Fc-reduced: $AZN $CGEN ?
LOL, the FDA really loves Padcev https://t.co/tCGru0uAoj $PFE $ALPMF $MRK
Friday's approval of $MRK $PFE $ALPMF Padcev + Keytruda for (neo)/adj muscle invasive bladder cancer came over 4 months before its Pdufa date. Some sort of record?
Akeso CFO Bing Wang: we see ivo replacing $MRK Keytruda as the anchor across several settings. Biggest market is NSCLC - anchor there w/multiple combos, then expand beyond #Jefferies25 $SMMT $BNTX
By the way... $MRK (Verona, which it paid $10B to acquire over the summer) withdrew its Ohtuvayre application from the EMA. https://t.co/ryGOcmHdW0
$MRK --> $CDTX https://t.co/uflPyCiTOL
FlowPatrol today showing a Fund buying: $MRK 27k April calls $12mm premium 🤔 stock appears to be coming off lows... This comes from our SGOI not a flow bro tape read https://t.co/8l0IYOkOpa
Merck’s $MRK pill to reduce cholesterol on top of statins matches results from injectables https://t.co/BMulOMFyaH via @cooney_liz #AHA25
Why have not one but two VC firms now bought into anti-TROP2 ADC development? @ApexOnco take on $GILD & $MRK's atypical tie-ups https://t.co/eYkRrrh4iu
$LLY Q3 tirzepatide (Mounjaro/Zepbound) sales: $10.1 billion. $MRK Q3 Keytruda sales $8.1 billion. The passing of the torch...
Merck $MRK rolls out some showstoppers at #ESMO25 cancer confernece. Its future may depend on them https://t.co/rq0lvXUhNk via @DrewQJoseph
Casdatifan ORR up, tox up. Still just about better than $MRK Welireg on a X-trial basis. $RCUS +9% https://t.co/Xz8Yto8Ny3
Kudos to $RHHBY for not trying to bury its Tigit failures. 4 pivotal trials will feature at #ESMO25, incl 2 late-breakers & Imbrave-152. Via @ApexOnco -> https://t.co/8rgBs3O2Wy $RCUS $GILD $AZN $MRK $GSK
$MRK - FDA approves subcutaneous Keytruda https://t.co/XXmzwXKKCS
Dragonfly's $ABBV deal over ABBV-303 appears to be the only one definitely still in place. $BMY terminated CC-96191 in Oct 2024. $MRK no longer mentions MK-4464. $GILD no progress on DF7001 since 2022.
$BMY confirms that it scrapped its 2017 NK-cell engager tie-up with Dragonfly. With $SNY $IPHA $AFMD $GTBP setbacks this modality looks like it's on borrowed time. Via @ApexOnco -> https://t.co/OCBrFB8P1P $MRK $ABBV $GILD
Indeed. $MRK $AZN $LLY decisions are clearly driven by numerous factors, not solely the incompetence of UK government.
Herthena-Lung02 data wouldn't have been part of this filing, so *technically* CRL didn't identify issues with data submitted. But $DSNKY (and by implication $MRK) wasn't telling the whole story. Threat of FDA publishing future CRLs might avoid similar obfuscation. Hopefully!
$DSNKY was already told in mid-2024 that Herthena-Lung02 might not work as a confirmatory trial for patritumab-dxd. This wasn't disclosed, and only blew up a year later. Revealed in the latest cache of FDA CRLs, via @ApexOnco -> https://t.co/6pvWiDtUCJ $MRK $AZN
$DSNKY $MRK patritumab deruxtecan CRL as press released (May 2024), and as revealed by the FDA yesterday https://t.co/7jyqA5i3Q3
Quite a few (redacted) oncology CRLs released then: $REGN odronextamab x3 SC Rybrevant $JNJ $REPL $ATRA Patri-dxd $MRK $DSNKY Camrelizumab + rivoceranib x2
Did $TIL get a bargain when it bought a PD-L1 x VEGF bispecific from Immuneonco? You decide. Via @ApexOnco -> https://t.co/kwsOLp3y4f $SMMT $BNTX $BMY $PFE $MRK
This is a remarkable amount of disclosure from $DSNKY. Up-fronts & milestones booked under the $AZN & $MRK ADC deals👏👏👏 https://t.co/sdueo35TKs
So do you reckon $GSK was interested in buying $VRNA? https://t.co/d82EUvNVnS $MRK https://t.co/IpqBdgO0qb
@sciencescanner @adamfeuerstein Two rivals, $RHHBY & $MRK, simultaneously seeing promise and launching ph3, then trying to outdo each other in secret. When the curtain lifted both were in huge pivotal programmes, and having dug a hole this deep they felt they couldn't stop. A bit like HS2 really.
@AppleHelix Given what $MRK stands to pay under the PD-1 x VEGF deal, even considering the payaway, did she/Lanova sell out too cheaply to Sino?
Fascinating Evercore ISI webinar going on right now about disconnect between value of Sino deal and what $MRK owes Lanova on the PD-1 x VEGF. In summary: 40% of $588m MRK up front, and 25% of the $300m tech transfer, actually went to Genscript (!) $LEGN
OK then, let's try breast cancer! New ph3 for patritumab-dxd $MRK $DSNKY https://t.co/7JEuJUZcBU
Really amazing that this is apparently not a worry for $MRK. Remember $VRNA had been developing this molecule for absolute ages. https://t.co/HJUMhcruaN
@MaverickNY Can't be Nectin-4 though, as $MRK already has MK-3120 / SKB410 from Kelun. And if they'd done a deal with Duality that would surely have been announced...
@ExBridgewater Suggests $MRK licensed MK-8294 (then known as DAB014236) from someone, but the DAB* prefix doesn't ring any bells.
Any ideas on what $MRK MK-8294 is? https://t.co/tGnRPOGIUZ
Guess who's about to take a SC anti-PD-1 into phase 3? Via @ApexOnco -> https://t.co/TNXStCSSIo $ONC $BGNE $RHHBY $AZN $MRK $BMY $PFE
The diverging fates of Velosbio & $ONCT. Who remembers UCSF & UC-961? Via @ApexOnco -> https://t.co/ecJnB6Y0Gp $MRK
$INCY reckons CALR holds the key to treating the root cause of essential thrombocythemia, but does that imply a vanishingly small market? @ApexOnco from #EHA25 -> https://t.co/bIcGps74sr $MRK
11 $MRK Keytruda US approvals are now limited to PD-L1 expressers. @ApexOnco take on the latest, Keynote-689 https://t.co/0BLQnsdRIp
Distraction away from $MRK's terrible #ASCO25 ?
