FDA approves vepdegrestrant one month early. $ARVN and $PFE still haven't found (or disclosed) a third-party company to commercialize it. What a world...
$PFE statement on tafamidis settlements https://t.co/tf5KqEub29
Third and final $PFE tafamidis patent lawsuit dismissed. $BBIO up
Andy Baum is out: Former banker brought on to revitalize Pfizer’s $PFE strategy departs his post https://t.co/A1urAjAtGz via @matthewherper and me.
3 stock I think will bounce back in 2026. 1. $HIMS HIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI TAM is still unclear how it will develop, the GLP-1 wave is quite predictable. HIMS just needs to bring the products to the customer. The more customers they can bring to the platform, the more attractive HIMS will be to peptide producers. At the moment we have 2 GLP-1 producers, $NVO and $LLY. This will increase in the near future. $ROP, $PFE, and $VKTX are all working on their own peptide variant. With recent acquisitions in Europe, HIMS is making sure they are ideally positioned to reach as many customers as possible. The stock was at $70 when the Novo deal collapsed. In the meantime, they made some great acquisitions and started some great initiatives such as HERS and Hims Labs to attract more customers to the platform. I recently bought some extra $HIMS.
$ORIC -28%. Here's why, via @ApexOnco -> https://t.co/r7SaRTNnxc $PFE
$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
Who knew $REGN was developing an anti-GPRC5D T-cell engager? https://t.co/jyL1PAS0y5 $JNJ $PFE $BMY
What's next for integrin avβ8? $CRBP just shelved CRB-601, after $PFE terminated PF-06940434. $PLRX up next. Via @ApexOnco -> https://t.co/yXp8xsEW5E
A "slam-dunk home run" from $PFE $ALPMF Padcev. @ByMadeleineA on #GU26 late-breaking Keynote-B15 data, via @ApexOnco -> https://t.co/O6ynVa4H7H $MRK
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
Pfizer $PFE obesity drug data https://t.co/msJCoppJHC
$AZN follows $LLY $PFE $AMGN $ONC & $ALPMF into pan-KRAS, but should it be looking more to pan-RAS approaches like $RVMD & $ERAS? Via @ApexOnco -> https://t.co/MioOWziuSt
@NotGenentech @bioinvestor24 Here's a list of just the clinical pan-RAS & pan-KRAS assets from Oncologypipeline $RVMD $LLY $ONC $RHHBY $PFE $ERAS $AZN $AMGN $ALPMF https://t.co/oeb4Yr2nzo
$BMY sends $PFE $TAK Adcetris a shot across the bows. Via @ApexOnco -> https://t.co/JW2jzGpKHf
Hands up who before yesterday had heard of the SWOG S1826 study... 8 Apr 2026 Pdufa date for $BMY Opdivo + chemo in 1L Hodgkin's where it beat $PFE $TAK Adcetris: 3yr PFS FU via Alex Herrera @ #ASH25 https://t.co/gKPGs5tTOx
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
What next for $PFE SAR445953 (PF-08046050) & PF-08046031?
Now $PFE discontinues its second son of Adcetris, and #ASH25 toxicity data show why. Scoop on PF-08046044 / SGN-35C from @ApexOnco -> https://t.co/uwfBOPar9b
So basically since I wrote this in Jan 2024 the $SGN $PFE patent was "revalidated", and it's just been invalidated again. https://t.co/Xmxpc0Xy4d https://t.co/F7N8bW3BFv
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?
$GSK just followed $NVS $LLY $PFE & $SNY into myeloid cell engagers. LTZ tech seems to do this via activity at CLEC5A
Here's $STRO first dual-payload ADC project, STRO-227. PTK7 seems like a risky target given $GMAB $PFE $ABBV experience https://t.co/nCERSesrPs
@jfais20 Absolutely fair point; $DAWN is skating on thin ice in PTK7 since $GMAB $PFE $ABBV have all failed.
The $10 billion question: Will Pfizer $PFE hit it big with Metsera $MTSR, or have regrets? https://t.co/RpnsKDcrT8 via @elaineywchen
$PFE moves its $1.25bn PD-1 x VEGF bispecific bet quickly into pivotal trials, with NSCLC & colorectal efforts mirroring $SMMT & $BNTX / $BMY. Via @ApexOnco -> https://t.co/cHrVj7CTpw
@jq1234t The kind of massive swings in planned enrolment numbers with 35C kind of mirrors what $PFE was doing with 35T (minus what looks like a clinical hold), so I wonder whether the topo1i version is doomed also.
One son of Adcetris is gone, while the other continues, according to $PFE, but might be on shaky ground. Via @ApexOnco -> https://t.co/0IBwbEEvoO And remember Pieris?
$NVO Novo CEO, in bidding war with Pfizer $PFE, says Metsera’s $MTSR drugs would complement pipeline https://t.co/d5PARiot1Z via @DrewQJoseph
@jq1234t What's your take on SGN-35C (PF-08046044, the topo1i version of Adcetris)? $PFE still lists it as in development, but ph1 enrolment target has gone from 170 -> 210 -> 46 -> 57.
Bidding war between Pfizer, Novo Nordisk $NVO for obesity startup Metsera $MTSR escalates Next up: $PFE earnings call this morning https://t.co/EViuZSlDhm via @elaineywchen
I call datadredge on Henlius's claims over its anti-PD-L1 ADC HLX43. Via @ApexOnco -> https://t.co/JuPKDOr1Zl $PFE $IVBXF https://t.co/e0XsIY7vew
More data on Henlius's anti-PD-L1 ADC HLX43, now from pooled analysis of FIH trial that featured in #ASCO25 poster, and global NSCLC study (apparently ~80% of patients are post-immunotherapy). Remember $PFE fetrastobart vedotin started phase 3 in September https://t.co/PJfdSVMtHA
M&A drama, with a dose of "America First" politics! So much fun... Novo Nordisk $NVO makes offer for obesity-focused Metsera $MTSR, aiming to outbid Pfizer $PFE https://t.co/SGjl7DQtNz via @DrewQJoseph
$PFE calls $NVO bid for $MTSR "reckless and unprecedented..." Also, Bourla playing his Trump card, literally... "It is an attempt by a company with a dominant market position to suppress competition in violation of law by taking over an emerging American challenger."
$NVO official bid for $MTSR. What will $PFE do? https://t.co/yb3nQjGKAB
@JackSha90859576 I quite like the V-1 data, but there are some things that don't make sense. What's the actual MoA of gedatolisib? Why did $PFE sell it to $CELC for just $5m?
How did $AZN Potomac readout match $PFE Crest almost number for number? Plus a #sadtrombone for Tecentriq in $RHHBY Alban, from #ESMO25 yesterday via @ApexOnco -> https://t.co/twVmLvjhMv
Fantastic analysis from my colleague @elaineywchen on the minimal impact of yesterday's WH drug-pricing deal with $PFE https://t.co/RoI2ZYmPJG
Trump to roll out plan aimed at lowering prescription drug prices Pfizer $PFE strikes deal with administration to reduce some prices, avoid tariffs for three years $PFE +2%. Nearly all big pharma/biotech also + https://t.co/spiSt4O5Oe via @statnews
@ByJonGardner The $PFE coin lives on!!
@lipa0902 @DrewQJoseph Because $PFE thought $MTSR has a better obesity pipeline than $VKTX? Pretty clear-cut answer.
Pfizer $PFE to buy obesity-focused Metsera $MTSR in $4.9 billion deal https://t.co/yafbS5E30Y via @DrewQJoseph
Here we go. $PFE $MTSR https://t.co/L2B0fcrPt2
Surprising outcome $ARVN $PFE https://t.co/zCOiKsNH01
$PFE $MRNA dip on WaPo report that FDA is going to link Covid shots to 25 child deaths, based on unverified VAERS data.
It's getting testy, per Bloomberg... BridgeBio $BBIO Says Pfizer $PFE, Alnylam $ALNY Aren’t Playing Fair in Blockbuster Race https://t.co/ckse5iY2Jv
@BowTiedBiotech $PFE has been going from ph1 straight into ph3 for a while now: mevrometostat, PF-07248144 and most recently fetrastobart vedotin https://t.co/KEczNuBweG
FDA appears not to have published these recent CRLs (or have I missed them??): Linvoseltamab $REGN Datroway $AZN $DSNKY Talzenna $PFE Columvi $RHHBY
@NotGenentech ...or maybe I should have said the post-covid paths of $AZN vs $PFE
$PFE: "The success of Operation Warp Speed (OWS) and U.S. development of mRNA vaccines is a profound public health achievement. Under President Trump's leadership, American innovation led the world, helping prevent economic collapse and saving more than 14 million lives globally1. Operation Warp Speed restored consumer confidence, saved over $1 trillion in health care costs due to reductions in serious illness and avoidance of hospitalizations, and rapidly scaled up domestic production. This American leadership also delivered a new platform that may drive significant innovation in cancer research. Such an accomplishment would typically be worthy of the Nobel Peace Prize, given its significant impact." https://t.co/VPHxVs6VMP
In this week's Biotech Scorecard newsletter: The case for Invivyd $IVVD and why the RFK Jr. anti-Covid vax agenda is a boost for the company's monoclonal antibody approach to Covid prevention. I spoke with Invivyd Chairman Marc Elia. Also interesting: The FDA's post-approval study requirements for covid vaccines ( $PFE $MRNA etc) are more onerous than the study parameters suggested to Invivyd to support filing and potential approval of VYD2311. Kinda makes you go, hmmmm.... Read the online version of the newsletter at link below.
"Pharm to table" It's the clever buzzphrase bandied around by pharma insiders when promoting their plans to sell drugs directly to consumers. Cut out the insurers and the PBMs and we can lower drug prices (and get Trump off our collective backs), or so the pharma strategy goes. Except as my colleague @elaineywchen reports today, direct-to-consumer programs championed by $LLY $NVO $BMY $PFE and others are unlikely to make drugs more affordable. Drug makers may benefit in other ways, but consumers less so. Story link below....
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
Seems most of the $TIL PD-L1 x VEGF responses are unconfirmed at this point... why announce now?? $SMMT $BNTX $PFE https://t.co/MJyOCPEbho
$CELC delivers with asset $PFE jettisoned for $5m. How do the data compare vs others? My analysis via @ApexOnco -> https://t.co/ZYdevZvCV8
So how did $PFE manage to get this so wrong? Limited gedatolisib monoRx activity? Decision to focus on other mechanisms like CDK2, CDK4, ER, KAT6? $CELC
@sharkbiotech The thing $CELC bought from $PFE for $5m?
Here we go: $PFE just went into ph3 with Kat6 https://t.co/jjFkavLhTs $OLMA
His parting shot appears to have been: we hate $PFE https://t.co/WVZqAtK8cE $ARVN
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
Obvious assumption is that the $PFE deal is effectively dead (though officially it limps on). Next Q: how much will it cost $ARVN to buy back the vepdegestrant data $PFE generated? $OLMA
LOL, $ARVN CEO John Houston, speaking at Jefferies 1 mth after I sent that tweet: "Not as much value as we originally thought. Seeing if we can change the collaboration. If $PFE doesn't want to [develop] vep there could be a conclusion where we get the compound back." $OLMA
A new CDK2 degrader, plus $KYMR's return to oncology. Via @ApexOnco -> https://t.co/9iW8otUzvn $GILD $PFE $INCY $RHHBY $GLUE $BPMC
PD-1 x VEGF is all very well, but how about PD-1 x Lag-3? 3SBio reckons it's worth taking into the clinic https://t.co/hPaa5ThMgd $PFE $BMY
Is $BMY BMS-986500 a CDK2 inhibitor? https://t.co/0GKMRRiKLm $PFE $RHHBY https://t.co/0NCG2palqG
Quite the tangled web: Dualitybio's Her2 ADC trastuzumab pamirtecan is licensed to $BNTX (of $BMY PD-L1 x VEGF fame) ex-China, and to 3SBio (of $PFE PD-1 x VEGF fame) in China.
How $BNTX turned $800m into $1.5bn, via @ApexOnco -> https://t.co/5BVk9OWMYr Who will be next? #ASCO25 $BMY $PFE $SMMT $TIL
Also: $TIL got passed over by big pharma for the second time in two weeks?? $BNTX $BMY $SMMT $PFE
So $BNTX turns $800m into $1.5bn in the space of 7mths, while $BMY makes $PFE look like it picked up a bargain. Long live PD-(L)1 x VEGF!
