@JacobPlieth FTC would have blocked a $NVS bid for $TERN, I think. $BMY buying $TERN made a lot of sense, and it needs it more than Merck. Maybe a higher bid is coming.
@adamfeuerstein Also $NVS?
Interesting Qs raised by Evercore's Jon Miller: $NVS will have looked at all PI3Kα players, so why did it pick Synnovation? Was it preference for pan-mut vs $OKUR mut-specific? Safety differentiation vs $RLAY's "challenging" profile? Or an early efficacy signal?
@NotGenentech $NVS Piqray now seems like yesterday's tech. Toxic, and hits wild-type. Same for $RHHBY Itovebi (despite the bizarre claim that that's a degrader).
$NVS follows $LLY into mutation-selective PI3Kα inhibition. What does this mean for $RLAY $OKUR & $COGT? Via @ApexOnco -> https://t.co/WAzlp5zE7a
Imagine being Synnovation: you raise ~$140m from VCs, put the money towards a Parp1 inhibitor that generates underwhelming clinical data. Then along comes $NVS and gives you $2bn for a PI3Kα asset that wasn't even your priority. Crazy!
$NVS paying $2bn for Synnovation's SNV4818, after $LLY paid $1.5bn for Scorpion's STX-478. Mechanistically, seems like good news for $RLAY, bad for $OKUR & $COGT
@onco_park And now $NVS QEQ278 is terminated. 0% ORR per #Targets25 https://t.co/WnxIXAr4Lo
@AppleHelix Bizarre. So why has $NVS removed it from its pipeline?
Confirmned discontinuation of $NVS PIT565, which seems to be a specifically targeted T-cell engager (also hit CD2). cf $AZN Titan platform.
$TERN wins #ASH25, via @ApexOnco -> https://t.co/6mQGwnSUq8 $ELVN $NVS
@BLLPHD I wonder whether someone years ago in the branding department of $NVS or $GRCL decided to go with the "fast" angle on this type of manufacturing, whereas in fact its real USP is entirely different.
$TERN Results in Terns leukemia drug study suggest it could be a successor to Novartis $NVS blockbuster https://t.co/51H9opufDT #ASH25
The harsh reality of so-called "fast Car-T manufacturing": $GILD still having to bridge ~35% of patients, just like $NVS was doing previously #ASH25 https://t.co/pdqppkDrCH
$NVS: we're going to study an arthritis drug in lung cancer! $NOVO: hold my beer.
$GSK just followed $NVS $LLY $PFE & $SNY into myeloid cell engagers. LTZ tech seems to do this via activity at CLEC5A
Novartis $NVS to buy RNA-focused Avidity $RNA in $12B deal ... the Swiss pharma also framed the deal as one that would give it a new platform, with Avidity designing a class of drugs focused on delivering RNA to muscle, what it calls antibody oligonucleotide conjugates, or AOCs. Novartis said the programs from San Diego-based Avidity would complement its existing neuroscience strategy. https://t.co/R9mIfBDhbw via @DrewQJoseph
$RNA raised nearly $700M at $40 just over one month ago... Today, bought by $NVS at $72.
$NVS buying $RNA $72 per share - $12B https://t.co/K5REunIdu9
$NVS for $RNA. Here it comes, per Bloomberg https://t.co/iQg2xHGsIT
Novel synthetic lethality approaches from Synnovation, Artios & $NVS leave much to prove. Via @ApexOnco at #ESMO25 -> https://t.co/B5FWHlomX6 $IDYA $RPTX $GSK
@ablT315I Yeah, pretty bad data - even worse than in #ESMO25 abstract! $NVS discontinuing WRN in 3... 2... 1...
#sadtrombobe for $NVS Werner helicase inhibitor HRO761, via Michael Foote #ESMO25 https://t.co/XBc3TIjaQ3
#ESMO25 regular abstracts are now live, with first-in-human data being revealed by $LLY $INCY $DSNKY $MRNA $NVS Parabilis & others. Preview via @ApexOnco https://t.co/4oZFL7a5bt
And now we know why $NVS #ESMO25 https://t.co/1UnjXW23tc
In 2023 $NVS paid $LEGN $100m for an anti-DLL3 Car-T. First human data at #WCLC25 show that this still a work in progress. Via @ApexOnco -> https://t.co/sXZa93t77h
Novartis $NVS to buy Tourmaline Bio $TRML, gaining promising heart medicine The deal, worth about $1.4 billion, comes as the Swiss pharma aims to find its next top sellers via @DrewQJoseph https://t.co/8ywnP997xt
From May, the drug $NVS just bought for $1.4B. Congrats, Sandeep! $TRML Tourmaline drug cuts inflammation tied to heart disease https://t.co/4csvyJxRYv
Plus some other #WCLC25 presentations of note: https://t.co/xavXaIItJu $LEGN $TIL $NVS $BNTX $CADL
Backing up @mroliverbarnes et al reporting here, I heard same $NVS for $RNA chatter a few weeks ago. I wasn't able to confirm enough to report on it, unlike the FT folks, so well done by them. Deal makes a lot of sense for both sides, if it happens.
Novartis $NVS reportedly considering acquisition of Avidity Biosciences $RNA - Financial Times.
@NotGenentech The $RHHBY Vividion data is the only clinical Werner one I can see at #AACR25. Preclinical stuff only on Nimbus, $NVS etc.
$RHHBY dumps Werner helicase. Over to $GSK, $NVS, Nimbus & Moma. Via @ApexOnco -> https://t.co/nrFQP64eMR https://t.co/KiDoTjHV3y
@NotthatkindofDr @BertrandBio @avidresearch Has anyone seen any human data for $NVS HRO761? That molecule has been in the clinic since mid-2023...
