Journalist @ApexOnco. The Wolverine Of Biotech / Mr ASH. Never paid for a blue tick. Interested in: oncology. Not interested in: what stock you bought today.

Joined October 2012
5,287 Photos and videos
Would it be inappropriate to ask how much Julie Brahmer's evisceration of Harmoni-6 just took off $SMMT's market cap? #Asco26
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$SMMT lost 15% over #ASCO26, now doing a $500m secondary. Unlikely to look pretty.
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$SMMT pulled its proposed $500M offering "due to market conditions" sec.gov/ix?doc=/Archives/edg…
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Reckon $ELVN can do a raise before anyone sees the actual #EHA2026 data?
When @JacobPlieth last wrote about $ELVN, the 80mg dose wasn't looking great, and now it's all about the 80mg dose? apexonco.com/different-dosin…
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What a week so far: $RHHBY $NRIX deal $JNJ buys Firefly $GSK buys $NUVL $PBLS $770m IPO $100m placement $TRLN going public by reverse merger ($900m cash) $TNGX $600m secondary $IDYA $300m secondary (on the back of Tango) $SMMT $575m secondary (on disappointing #ASCO26 data)
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$NUVL was always an acquisition target, but I didn't have $GSK on my bingo card otp.tools.investis.com/gener…

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This seems to be a key Firefly Bio patent: patentscope.wipo.int/search/… $JNJ

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So... MAb targets a tumour antigen, and is linked to a VHL-based payload that causes KRAS degradation? Have I got that right? $JNJ #Firefly
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It's degrader Monday! $JNJ $RHHBY
$JNJ acquiring a pan-KRAS degrader via Firefly Bio for $1B businesswire.com/news/home/2…
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Some context for that 92% ORR / 90% 6mth landmark PFS in pancreatic cancer for the $TNGX vopimetostat daraxonrasib combo: vopimetostat monorx 25% ORR, ~90% 6mth PFS $RVMD daraxonrasib monorx 32%, 6mth PFS 56%
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$TNGX hoping to bask in some reflected glory today?
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$NRIX just got $700m up front for bexo from $RHHBY. Deal includes expansion into immunology, neurology & MS
$NRIX 23% surprises me. I thought the #ASH25 data showed $ONC to be better on efficacy (with caveats), albeit worse on safety. My earlier take on @ApexOnco -> oncologypipeline.com/apexonc…
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Why is $NRIX still on the hook for 40% of bexobrutideg's development costs? Does it get to keep zelebrudomide for itself? Hopefully more clarity coming on today's investor call $RHHBY
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Interesting question, given recent discussions: why didn't $RHHBY just go to China and pay a tenth of the price? I see at least 2 other clinical-stage BTK degraders in development at Chinese bios ( several preclinical). $NRIX
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#ASCO26 not over yet, and here come the #EHA2026 late-breakers $LEGN
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Is Avencell basically Bellicum 2.0? "Switchable" Car-T, anti-CD123, albeit allogeneic #EHA2026
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Actually, no: Avencell appears to be Unum 2.0 (I'm sure @PDRennert remembers how that worked out). Non-targeting Car "soluble" linking thingy with ScFv
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$AZN Serena-6 immature OS curves as revealed at the adcom. Not sure we've seen these before.
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$AZN Serena-6 OS curves from #ASCO26 yesterday. Via discussant Matthew Goetz
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And some interesting thoughts from Matthew Goetz on practical issues over $AZN Serena-6 study. Relevant as FDA continues to assess camizestrant and the negative 6-3 adcom vote. #ASCO26
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$LEGN in vivo CD19 x CD20 Car-T LB2501: 0% ORR at dose level 1, 100% ORR (6/6), 83% CR rate (5/6) at dose level 2 #EHA2026
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Umer @ Evercore: DL2 data great, but need to understand why zero responses in DL1. Also unclear what the actual LB2501 doses were $LEGN #EHA2026
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Hilariously, one of the #EHA2026 late-breakers has just featured as a late-breaker at #ASCO26
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