Jacob Plieth — So... $COGT next to discontinue CGT6297 and switch to wild-type sparing inhibitors? Oh, and good news for $RLAY !↗
Mar 20
Jacob Plieth — @anandcpatelmdms @drrichjlaw That's a good Q. Did $RLAY break out zovegalisib activity by different mutations?↗
Mar 20
Jacob Plieth — 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? Saf…↗
Jacob Plieth — $NVS follows $LLY into mutation-selective PI3Kα inhibition. What does this mean for $RLAY $OKUR & $COGT? Via @ApexOnco -> https://t.co/WAzlp5zE7a↗
Mar 20
Jacob Plieth — $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↗