Jacob Plieth — V nice story from @Angus_Fierce on trial design differences & changes for PD(L)1xVEGF bispecifics https://t.co/qDp3VbH0H2 $BNTX $PFE $BMY↗
May 31
Jacob Plieth — MSKCC's Sarc041 trial of Verzenio being discussed at #Asco26 plenary right now... actually a really interesting study, but more for $PFE $ONC CDK4 inhibitors than for $LLY, I recko…↗
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 29
Adam Feuerstein ✡️ — #ASCO26 Day 1. We're ASCOmaxxing.
Positive data for Bristol $BMY in multiple myeloma and Pfizer $PFE in lung cancer. The FDA will surely convene an adcomm for $REPL, right? And D…↗
April 2026 · 5 mentions
Apr 28
Adam Feuerstein ✡️ — $PFE statement on tafamidis settlements
https://t.co/tf5KqEub29↗
Apr 28
Adam Feuerstein ✡️ — Third and final $PFE tafamidis patent lawsuit dismissed. $BBIO up↗
Apr 20
Adam Feuerstein ✡️ — 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.↗
Apr 1
KaizenInvestor — 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 T…
March 2026 · 3 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 16
Jacob Plieth — Who knew $REGN was developing an anti-GPRC5D T-cell engager? https://t.co/jyL1PAS0y5 $JNJ $PFE $BMY↗
Mar 11
Jacob Plieth — 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↗
February 2026 · 3 mentions
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 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…↗
Jacob Plieth — $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/MioOWziu…↗
Dec 22
Jacob Plieth — @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…↗
Dec 12
Jacob Plieth — $BMY sends $PFE $TAK Adcetris a shot across the bows. Via @ApexOnco -> https://t.co/JW2jzGpKHf↗
Dec 12
Jacob Plieth — 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 Al…
November 2025 · 14 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 — $GSK just followed $NVS $LLY $PFE & $SNY into myeloid cell engagers. LTZ tech seems to do this via activity at CLEC5A↗
Nov 14
Jacob Plieth — 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
October 2025 · 7 mentions
Oct 30
The Future Investors — $NVO $PFE $MTSR Novo Nordisk outbid Pfizer for U.S. biotech Metsera with a $9B offer, which Metsera called 'superior.' Pfizer slammed the move as "reckless." The deal strengthens N…↗
Oct 30
Adam Feuerstein ✡️ — 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/…↗
Oct 30
Adam Feuerstein ✡️ — $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…↗
Adam Feuerstein ✡️ — 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%. Near…↗
Sep 22
Jacob Plieth — @ByJonGardner The $PFE coin lives on!!↗
Sep 22
Adam Feuerstein ✡️ — @lipa0902 @DrewQJoseph Because $PFE thought $MTSR has a better obesity pipeline than $VKTX? Pretty clear-cut answer.↗
Sep 22
Adam Feuerstein ✡️ — Pfizer $PFE to buy obesity-focused Metsera $MTSR in $4.9 billion deal https://t.co/yafbS5E30Y via @DrewQJoseph
August 2025 · 2 mentions
Aug 28
Adam Feuerstein ✡️ — 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…↗
Aug 19
Adam Feuerstein ✡️ — "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…↗
July 2025 · 10 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 — 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↗
Jul 28
Jacob Plieth — $CELC delivers with asset $PFE jettisoned for $5m. How do the data compare vs others? My analysis via @ApexOnco -> https://t.co/ZYdevZvCV8↗
Jul 28
Jacob Plieth — 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
June 2025 · 7 mentions
Jun 25
Jacob Plieth — A new CDK2 degrader, plus $KYMR's return to oncology. Via @ApexOnco -> https://t.co/9iW8otUzvn $GILD $PFE $INCY $RHHBY $GLUE $BPMC↗
Jun 16
Jacob Plieth — 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↗
Jun 9
Jacob Plieth — Is $BMY BMS-986500 a CDK2 inhibitor? https://t.co/0GKMRRiKLm $PFE $RHHBY https://t.co/0NCG2palqG↗
Jun 6
Jacob Plieth — 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.
May 29
Jacob Plieth — Disclosures from EMA: pretty major questions about the conduct of $PFE Crest study; Zumrad is proposed trade name for sasanlimab https://t.co/yAvVJo9tCw↗
May 29
Jacob Plieth — This is quite naughty of $PFE. Crest trial success is trumpeted far & wide, then virtual silence as sasanlimab filings are quietly pulled↗
May 29
Jacob Plieth — And guess what? $PFE filed sasanlimab in the US & EU, but then withdrew both filings! Quietly slipped into an SEC filing https://t.co/eb4kZU9RMO↗
May 29
Jacob Plieth — $PFE $IVBXF #Asco26 https://t.co/05Wn0O9jKI↗
May 29
Jacob Plieth — $PFE #Asco26 splash: $600m u/f deal with $IVBXF to develop 12 cancer projects, incl ADCs & multispecifics (8 from Innovent, 4 from Pfizer). Projects/targets undisclosed though…↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
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…↗
May 12
Adam Feuerstein ✡️ — $RIGL will sell the newly approved Veppanu for $ARVN and $PFE. Modest financial terms
https://t.co/9RsbSMzxBf↗
May 1
Adam Feuerstein ✡️ — 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...↗
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 — What next for $PFE SAR445953 (PF-08046050) & PF-08046031?↗
Dec 9
Jacob Plieth — 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↗
Dec 3
Jacob Plieth — 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↗
Jacob Plieth — @jfais20 Absolutely fair point; $DAWN is skating on thin ice in PTK7 since $GMAB $PFE $ABBV have all failed.↗
Nov 10
Adam Feuerstein ✡️ — The $10 billion question: Will Pfizer $PFE hit it big with Metsera $MTSR, or have regrets? https://t.co/RpnsKDcrT8 via @elaineywchen↗
Nov 6
Jacob Plieth — $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…↗
Nov 5
Jacob Plieth — @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…↗
Nov 5
Jacob Plieth — 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?↗
Nov 5
Adam Feuerstein ✡️ — $NVO Novo CEO, in bidding war with Pfizer $PFE, says Metsera’s $MTSR drugs would complement pipeline https://t.co/d5PARiot1Z via @DrewQJoseph↗
Nov 5
Jacob Plieth — @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 ->…↗
Nov 4
Adam Feuerstein ✡️ — 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↗
Nov 3
Jacob Plieth — 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↗
Nov 3
Jacob Plieth — 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-imm…↗
— $NVO official bid for $MTSR. What will $PFE do?
https://t.co/yb3nQjGKAB
Jacob Plieth — @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?↗
Oct 18
Jacob Plieth — 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/t…↗
Oct 1
Adam Feuerstein ✡️ — Fantastic analysis from my colleague @elaineywchen on the minimal impact of yesterday's WH drug-pricing deal with $PFE
https://t.co/RoI2ZYmPJG↗
Jacob Plieth — Surprising outcome $ARVN $PFE https://t.co/zCOiKsNH01↗
Sep 12
Adam Feuerstein ✡️ — $PFE $MRNA dip on WaPo report that FDA is going to link Covid shots to 25 child deaths, based on unverified VAERS data.↗
Sep 11
Adam Feuerstein ✡️ — It's getting testy, per Bloomberg...
BridgeBio $BBIO Says Pfizer $PFE, Alnylam $ALNY Aren’t Playing Fair in Blockbuster Race
https://t.co/ckse5iY2Jv↗
Sep 8
Jacob Plieth — @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↗
Sep 4
Jacob Plieth — FDA appears not to have published these recent CRLs (or have I missed them??):
Linvoseltamab $REGN
Datroway $AZN $DSNKY
Talzenna $PFE
Columvi $RHHBY↗
Sep 4
Jacob Plieth — @NotGenentech ...or maybe I should have said the post-covid paths of $AZN vs $PFE↗
Sep 3
Adam Feuerstein ✡️ — $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 innov…↗
Jacob Plieth — @sharkbiotech The thing $CELC bought from $PFE for $5m?↗
Jul 16
Jacob Plieth — Here we go: $PFE just went into ph3 with Kat6 https://t.co/jjFkavLhTs $OLMA↗
Jul 9
Jacob Plieth — His parting shot appears to have been: we hate $PFE https://t.co/WVZqAtK8cE $ARVN↗
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 3
Jacob Plieth — 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…↗
Jul 3
Jacob Plieth — 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 do…↗
Jacob Plieth — How $BNTX turned $800m into $1.5bn, via @ApexOnco -> https://t.co/5BVk9OWMYr Who will be next? #ASCO25 $BMY $PFE $SMMT $TIL↗
Jun 2
Jacob Plieth — Also: $TIL got passed over by big pharma for the second time in two weeks??
$BNTX $BMY $SMMT $PFE↗
Jun 2
Jacob Plieth — 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!↗