RUBY @GSK updated 4yr survival data with additional 30mo FU showing median PFS and OS not yet reached at #SGOAAM26. Only 4 more progression events with 73% response at 48mo and 66% reduction in hazard ☣️. WILD. First shot, best chance with immunotherapy.

MajesTEC-3 ASH LBA Best result ever in a RRMM randomized trial. It will transform how we approach myeloma. Congratulations to authors and @JNJNews meetings-api.hematology.org/…

🚨Just announced, the FDA has awarded six additional Commissioner’s National Priority Vouchers: - Zongertinib (Boehringer Ingelheim) for HER2 lung cancer - Bedaquiline ( $JNJ Johnson & Johnson) for drug-resistant TB in young children - Dostarlimab ( $GSK GSK ) for rectal cancer - Casgevy ( $VRTX Vertex) for sickle cell disease - Orforglipron ( $LLY Eli Lilly) for obesity and related health conditions - Wegovy ( $NVO Novo Nordisk) for obesity and related health conditions

Not just coffee - even pembrolizumab works better before 11 AM ☕💉 📊 Eur J Cancer 2025 | 9-center retrospective | n=450 1L Pembrolizumab monotherapy in advanced NSCLC Timing groups: 🌅 Early ≤11:00 AM 🌙 Late >11:00 AM Results (PSM, n=206 | median f/u 62.5 mo): •OS: 43.7 vs 32.4 mo ➝ HR 0.67 (95% CI 0.46–0.97, p=0.03) ✅ •PFS: 13.8 vs 11.6 mo ➝ NS (HR 0.80) •irAEs ≥G3: 26.2% vs 13.6% (p=0.04) ⚠️ ✨ Take-home: First-dose timing may prime immune activation. Morning infusion → better OS, but higher severe irAEs. A simple, low-cost tweak worth prospective testing. 🔗 Eur J Cancer 2025 DOI: 10.1016/j.ejca.2025.115748 Full text: ejcancer.com/article/S0959-8… #LungCancer #Immunotherapy #Chronotherapy #OncoTwitter @OncoAlert @OncoDailyNet @oncodaily @myesmo @asco

Tirzepatide 🆚 Semaglutide for Treatment of Obesity SURMOUNT-5 Trial post hoc analysis by @mmamas1973 #LBCT #ESCcongress In obese pts (no DM/CVD), tirzepatide had lower events( MI, stroke, & all-cause☠️) than semaglutide potential to prevent 2M CVD events over 10y vs 1.5M w semaglutide #congratulations

46 when he died. #1 on Wall Street for 12 years. The biotech analyst who moved markets before anyone else.

$JAZZ not too much debate on this here yet but listened to this in the background. Decent take. Macro is one thing with Jazz being domiciled in Ireland. I don’t think zani is truly derisked bc it is approved in BTC. GEA data has been pushed twice now🤔 youtube.com/watch?v=i46pVVRB…

🚨SCOOP: Trump will sign an EO next week resurrecting a Medicare drug pricing proposal. Trump has been teasing a "big announcement" this week... a source close to the White House tells me this is it. w/ @adamcancryn @politico politico.com/news/2025/05/07…

Dr. @peters_solange presents SKYSCRAPER-01: tiragolumab atezolizumab vs. atezo placebo in 1L PD-L1 high advanced NSCLC As we had seen on prior press-release there is no statistically significant benefit in PFS or OS of adding anti-TIGIT to atezo #LCSM #AACR25

Presented at #AACR25: Among patients with tumors harboring tyrosine kinase domain mutations who received zongertinib (a selective inhibitor of the HER2 tyrosine kinase), 71% had a response, and median progression-free survival was 12.4 months. Full study results: nej.md/3GcNISB @AACR

Dr. Zhao presents Phase 1 trial of JYP0322 in ROS1 fusion NSCLC 🔹Activity observed in tumors w/ on-target resistance mut. G2032R 🔹71% previously tx with at least 1 ROS1 TKI 🔹ORR 78.9% in TKI naive 🔹ORR 57.4% in TKI pretreated 🔹 Intracranial ORR 42.9% 🔹 G3 TRAEs 16% #AACR25 #LCSM #LungCancer @ros1cancer

Intriguing data from Ph1 trial w/ SYS6010, a novel EGFR targeting ADC. Low incidence of EGFR inhibition-specific side effects. High ORR in both TKI-resistant & TKI chemo-resistant #NSCLC. Further exploration warranted. @EGFRResisters @YoungLungCancer #AACR25

If the firms eat it out of margin (basically paying an income tax of 25% on offshored pharma production) that blows up one of the original Trump trades -- reducing your tax by offshoring IP and production after the TCJA

Does $ETNB still having dosing advantage over AKRO?

$BIIB “will be doing deals”. Don’t be surprised when it’s Licensing, Co promotes and bio bucks deals 😁😁😁

$ITCI move friday was more than likely related to Sandoz settlement lol

GLP1Ra-based therapies and DXA-acquired musculoskeletal health outcomes: a focused meta-analysis of placebo-controlled trials

$OTLK Been following the last few weeks, do they have an opportunity to be successful? Largest manufacturer of compounded beva has stopped all manufacturing.