Jacob Plieth — OS curves in $AZN Emerald-3 study in 1st-line hepatocellular: Imfinzi + Imjudo + TACE +/- Lenvima, vs TACE alone. Via Ghassan Abou-Alfa #Asco26 $MRK $ESALY https://t.co/YNCsnZhlmk↗
Jun 1
Jacob Plieth — #ASCO26 data just confirmed that $MRK $ESALY Lenvima is redundant in Emerald-3. Unexpected disclosure of data from triplet cohort, which had stronger OS benefit than Lenvima quad!…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
May 2026 · 7 mentions
May 31
Jacob Plieth — Akeso's Harmoni-6 wins on survival. Now on to $SMMT Harmoni-3. Via @ApexOnco from #ASCO26 -> https://t.co/9Nj3NTaAI9 $BNTX $PFE $BMY $MRK↗
May 31
Jacob Plieth — Optitrop-Lung05 cross-trial comparisons, from #ASCO26 discussant Natalie Vokes $MRK $GILD $AZN $DSNKY https://t.co/CrulsAVSWY↗
May 31
Jacob Plieth — Sacituzumab tirumotecan in ph3 Optitrop-Lung05, 1L PD-L1+ve NSCLC, Keytruda combo. Check out the OS HR & confidence intervals! Via Caicun Zhou #ASCO26 $MRK $GILD $AZN $DSNKY cc…↗
May 21
Adam Feuerstein ✡️ — The #ASCO26 abstracts are live. I wrote a story about the Kelun $MRK ADC sac-TMT, which looks very good in lung cancer, potentially better than Akeso / $SMMT 's ivonescimab
https…
April 2026 · 1 mention
Apr 9
Jacob Plieth — You'll never guess the mechanism of $MRK MK-6837. Scoop via @ApexOnco -> https://t.co/s7BEvU5BAQ↗
March 2026 · 13 mentions
Mar 25
Jacob Plieth — $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 $…↗
Mar 25
Jacob Plieth — Based on previous form $MRK will probably now rerun the $TERN study, just to prove to itself that the data were real.↗
Mar 25
Jacob Plieth — Did $MRK ascribe any value to $TERN assets beyond TERN-701? Caroline Litchfield: our valuation is based on TERN-701.↗
Mar 25
Jacob Plieth — For those wondering if $MRK might be outbid, here are the deal termination terms from $TERN https://t.co/TbM3rWyEoG
February 2026 · 9 mentions
Feb 28
Jacob Plieth — $MRK Welireg could be about to expand its reach at last. #GU26 data via @ApexOnco with relevance to $RCUS -> https://t.co/k59284INdK↗
Feb 27
Jacob Plieth — A "slam-dunk home run" from $PFE $ALPMF Padcev. @ByMadeleineA on #GU26 late-breaking Keynote-B15 data, via @ApexOnco -> https://t.co/O6ynVa4H7H $MRK↗
Feb 13
Jacob Plieth — $MRNA expects Interpath-001 data "potentially in 2026". $MRK https://t.co/GgJ6F33AG7↗
Feb 12
Jacob Plieth — 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…
January 2026 · 12 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 — Remember MK-2750, which $MRK licensed from Kelun? First revealed under the code SKB571 during #Esmo24 https://t.co/gkDoaJDQYD↗
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…↗
Jacob Plieth — Pivotal ifinatamab deruxtecan trial on global clinical halt over ILD deaths. Scoop via @ApexOnco -> https://t.co/XNvk4BD4Sd $MRK $DSNKY $AZN↗
Dec 12
Jacob Plieth — 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 ?↗
November 2025 · 8 mentions
Nov 24
Jacob Plieth — LOL, the FDA really loves Padcev https://t.co/tCGru0uAoj $PFE $ALPMF $MRK↗
Nov 24
Jacob Plieth — 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?↗
Nov 19
Jacob Plieth — 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 #Jefferi…↗
Nov 14
Adam Feuerstein ✡️ — 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
October 2025 · 3 mentions
Oct 30
Adam Feuerstein ✡️ — $LLY Q3 tirzepatide (Mounjaro/Zepbound) sales: $10.1 billion.
$MRK Q3 Keytruda sales $8.1 billion.
The passing of the torch...↗
Oct 20
Adam Feuerstein ✡️ — Merck $MRK rolls out some showstoppers at #ESMO25 cancer confernece. Its future may depend on them https://t.co/rq0lvXUhNk via @DrewQJoseph↗
Oct 6
Jacob Plieth — Casdatifan ORR up, tox up. Still just about better than $MRK Welireg on a X-trial basis. $RCUS +9% https://t.co/Xz8Yto8Ny3↗
September 2025 · 10 mentions
Sep 25
Jacob Plieth — 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/8rgBs3…↗
Sep 19
Adam Feuerstein ✡️ — $MRK - FDA approves subcutaneous Keytruda
https://t.co/XXmzwXKKCS↗
Sep 19
Jacob Plieth — 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…↗
Sep 19
Jacob Plieth — $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 -&…
July 2025 · 14 mentions
Jul 31
Jacob Plieth — 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↗
Jul 31
Jacob Plieth — This is a remarkable amount of disclosure from $DSNKY. Up-fronts & milestones booked under the $AZN & $MRK ADC deals👏👏👏 https://t.co/sdueo35TKs↗
Jul 28
Jacob Plieth — So do you reckon $GSK was interested in buying $VRNA? https://t.co/d82EUvNVnS $MRK https://t.co/IpqBdgO0qb↗
Jul 24
Jacob Plieth — @sciencescanner @adamfeuerstein Two rivals, $RHHBY & $MRK, simultaneously seeing promise and launching ph3, then trying to outdo each other in secret. When the curtain lifted b…
June 2025 · 3 mentions
Jun 16
Jacob Plieth — $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/b…↗
Jun 13
Jacob Plieth — 11 $MRK Keytruda US approvals are now limited to PD-L1 expressers. @ApexOnco take on the latest, Keynote-689 https://t.co/0BLQnsdRIp↗
Jun 2
Jacob Plieth — Distraction away from $MRK's terrible #ASCO25 ?↗
Jacob Plieth — I make that 15,703 patients being recruited into phase 3 saci-TMT studies sponsored by $MRK alone↗
May 14
Jacob Plieth — 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…↗
May 14
Jacob Plieth — $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…↗
Jacob Plieth — Worth $6bn to $MRK? $TERN data from #ASH25 $ELVN↗
Mar 18
Jacob Plieth — $MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR↗
Mar 5
Jacob Plieth — 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 $M…↗
Mar 2
Jacob Plieth — $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↗
Jacob Plieth — 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 indic…↗
Feb 6
Jacob Plieth — Interesting difference: the corresponding US approval has no restriction to dMMR (remember PFS HR=0.60 in pMMR, but 0.30 in dMMR) $MRK↗
Feb 4
Jacob Plieth — Six years after buying Arqule $MRK is talking about nemtabrutinib again. 2027 launch possibility? $LLY https://t.co/Bqzd6fPYZf↗
Feb 4
Jacob Plieth — $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 202…↗
Feb 3
Jacob Plieth — @charlene_liao @garbageman1985 I'm not sure there's any fund with a direct ownership link to $MRK here. $EIKN https://t.co/qrD8vzxKhI↗
Jacob Plieth — $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 $…↗
Jan 12
Jacob Plieth — However, Ideate-Lung02 is still on clinical hold in the EU $MRK $DSNKY↗
Jan 12
Jacob Plieth — $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 freq…↗
Jan 9
Jacob Plieth — @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.↗
Jan 9
Jacob Plieth — @bio_clouseau Seems that there's a lot of scope for $MRK to look silly here $RVMD↗
Jan 8
Adam Feuerstein ✡️ — 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 capitalisati…↗
Jan 2
Jacob Plieth — @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.↗
Jan 2
Jacob Plieth — 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…↗
SpotGamma — 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.…↗
Nov 8
Adam Feuerstein ✡️ — Merck’s $MRK pill to reduce cholesterol on top of statins matches results from injectables https://t.co/BMulOMFyaH via @cooney_liz #AHA25↗
Nov 5
Jacob Plieth — 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↗
Jacob Plieth — @tstamm7002 @ByMadeleineA Still has deals with $ABBV $MRK & $GILD. $BMY deal looks toast.↗
Sep 17
Jacob Plieth — Indeed. $MRK $AZN $LLY decisions are clearly driven by numerous factors, not solely the incompetence of UK government.↗
Sep 5
Jacob Plieth — 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 th…↗
Sep 5
Jacob Plieth — $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…↗
Sep 5
Jacob Plieth — $DSNKY $MRK patritumab deruxtecan CRL as press released (May 2024), and as revealed by the FDA yesterday https://t.co/7jyqA5i3Q3↗
Sep 4
Jacob Plieth — Quite a few (redacted) oncology CRLs released then:
$REGN odronextamab x3
SC Rybrevant $JNJ
$REPL
$ATRA
Patri-dxd $MRK $DSNKY
Camrelizumab + rivoceranib x2↗
Jacob Plieth — @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?↗
Jul 18
Jacob Plieth — 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…↗
Jul 16
Jacob Plieth — OK then, let's try breast cancer! New ph3 for patritumab-dxd $MRK $DSNKY https://t.co/7JEuJUZcBU↗
Jacob Plieth — 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↗
Jul 4
Jacob Plieth — @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...↗
Jul 4
Jacob Plieth — @ExBridgewater Suggests $MRK licensed MK-8294 (then known as DAB014236) from someone, but the DAB* prefix doesn't ring any bells.↗
Jul 4
Jacob Plieth — Any ideas on what $MRK MK-8294 is? https://t.co/tGnRPOGIUZ↗
Jul 4
Jacob Plieth — 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↗
Jul 2
Jacob Plieth — The diverging fates of Velosbio & $ONCT. Who remembers UCSF & UC-961? Via @ApexOnco -> https://t.co/ecJnB6Y0Gp $MRK↗