Joined October 2009
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avidresearch retweeted
Excellent #EHA2026 🧵- Something we continue to learn about as we use GPRC5D more in myeloma.
We’ll overestimate incidence at first (e.g., dizziness from orthostatic hypotension from wt loss, 1st noted by @AjaiChari ) … but more research & unified AE term will go a long way!
With Tal-Dara published and concerns about ataxia/ balance disorders lets take a deep dive on GPRC5D ataxia syndrome
-> The first report of a cerebellar syndrome from GPRC5D came from MCARH019 reported by Mailankody et al
-2/17 (12%) Grd 3 cerebellar syndrome
-6.5 and 8.4 mo's after infusion
-was a DLT at 450*10^6
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Hypertension is the most under-addressed problem in global health. As South Korea has demonstrated, the gains that come from improving blood control are enormous—for both health and the economy. telegraph.co.uk/global-healt…
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$KPTI looks like EC data coming in next few weeks. Primary analysis is based on mITT which is mostly wild type p53 pMMR group. 🤞🤞
Jun 13
𝐄𝐇𝐀 𝟐𝟎𝟐𝟔: With its myelofibrosis data now out, @Karyopharm's next big event is a key trial readout in endometrial cancer that is scheduled for mid-year. CEO Richard Paulson previews it for us. $KPTI
Watch the full interview: biotechtv.com/post/karyophar…
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avidresearch retweeted
Rux and selinexor the first combo to show a survival benefit over rux alone in 1L MF. Also, SVR35 correlating with OS in both arms. Powerful reminder that spleen response is the best established surrogate for OS, as we had argued here: ascopubs.org/doi/10.1200/JCO… #EHA26 @harrisoncn1
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$NKTR
1/
MI vs hard salt sub 20 N
wk36 top line deck
Best achieved salt CFB during induction. Importantly mgmt says no one achieving salt20 lost it while on tx
My green bars/purp dots: mathematically proven achieved salt20, n=6
My orange bars: mathematically achieved salt 20 but withdrew prior to wk36, n=2
My purple bar, purp dot: 77% CFB and did NOT enter maint AND corresponds with case study 4 on the dot 77% CFB (see pic); this patient hit salt20, n=1
Total 9 hit salt20 during induction including 2 who withdrew
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avidresearch retweeted
20h
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Jun 13
Gr3 anemia and platelet count decrease a bit concerning
CONGRESS | #EHA2026 | PRESENTATION
John Mascarenhas, Icahn School of Medicine, presents findings from the phase I AJX-101 trial of AJ1-11095m a type II JAK2 inhibitor, in patients with myelofibrosis who have been failed by a type I JAK2 inhibitor (N = 23).
No DLTs or discontinuations due to TRAEs occurred. Dose reductions due to AEs occurred in 57% of patients. The most common Grade ≥3 TEAEs were anemia (52%), platelet count decreased (30%), ALT increased (4%), and cough (4%). The best SVR35 and SVR25 responses at any time were 70% and 83%, respectively. At a median follow-up of 8.1 months, 78% of patients remain on study therapy. At Week 24, 65% of patients achieved a TSS50 score. VAF reduction was observed in patients with JAK2, MPL, and CALR Type 1 and 2 mutations.
Follow our live feed for more updates: loom.ly/N2uNnTk
Intended for HCPs only. This congress coverage is independently supported by pharmaceutical companies, who are allowed no influence on the content. a full list of supporters can be found on our website.
#MPN #MPNsm #MedicalCongress @IcahnMountSinai
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Jun 13
New JAK sheriff in town for MF ?
Although I would be careful using SVR35 “at anytime”. SVR35 at wk24 is more relevant.
$INCY
👉👉👉****Very important oral presentation #EHA26 #EHA2026 | John Mascarhenas | @EHA_Hematology AJX-101 ph1 results Type II JAK2i in patients with prior JAK2i | n=23 | #DiseaseModification with Both high SVR35 and TSS50 reductions in R/R setting| ********| @mpdrc #MPNSM
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Jun 13
$IDYA has both PRMT5 and MAT2A and absolutely deserves a premium.
Jun 13
$IDYA Cantor PRMT5 is back. IDEAYA's timely PRMT5i collaboration with Roche's panRASi was announced last week. While the doublet is not yet in the clinic, investors have started to look at IDEAYA's pipeline in a new light after $TNGX strong combination data. fact that IDEAYA has a potentially best-in-class PRMT5i, coupled with Roche's motivation to break into the RAS space, has sparked some newfound enthusiasm among investors.
IDEAYA also has a MAT2A inhibitor in the MTAP-del pathway that can be easily bolted onto the doublet to further improve durability — something that competitors have yet to try.
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avidresearch retweeted
Jun 13
$IDYA Cantor PRMT5 is back. IDEAYA's timely PRMT5i collaboration with Roche's panRASi was announced last week. While the doublet is not yet in the clinic, investors have started to look at IDEAYA's pipeline in a new light after $TNGX strong combination data. fact that IDEAYA has a potentially best-in-class PRMT5i, coupled with Roche's motivation to break into the RAS space, has sparked some newfound enthusiasm among investors.
IDEAYA also has a MAT2A inhibitor in the MTAP-del pathway that can be easily bolted onto the doublet to further improve durability — something that competitors have yet to try.
Jun 13
$IDYA should be owned with $RVMD $TNGX imho IDYA's recently disclosed IDE892
(PRMT5i) RG6505 (pan-RASi) strategy in MTAP-deleted, RAS-mutant PDAC in
partnership with Roche (RHHBY, NR), and we continue to view PDAC as potential
upside to our valuation for IDYA’s MTAP franchise, which is currently centered on
NSCLC and mUC. We also note the possibility of a triplet strategy combining IDE892,
IDE397, and RG6505 as a potential point of differentiation.
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avidresearch retweeted
Jun 13
YOUNG WORKERS HIT HARD AS UNDER-25 HIRING PLUNGES 45%, WHILE OVER-65 EMPLOYMENT SOARS
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Jun 13
$REPL next ?
Jun 13
NEW: The FDA approved Sanofi's type 1 diabetes drug that was selected for the Commissioner's National Priority Review program. Staff and former CDER director Tracy Beth Høeg had previously disagreed on the approval.
statnews.com/2026/06/13/tepl…
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Jun 13
This is just weird !!!
Jun 13
JUST IN: Andrej Karpathy, a top AI scientist at Anthropic, is reportedly barred from accessing the company’s most advanced AI model because he is not a U.S. citizen.
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avidresearch retweeted
Jun 13
𝐄𝐇𝐀 𝟐𝟎𝟐𝟔: @Karyopharm is hoping to add two new indications for selinexor over the near term - they just presented the phase 3 for the first one, myelofibrosis, at ASCO with an encore at #EHA2026. $KPTI
Full video: biotechtv.com/post/karyophar…
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avidresearch retweeted
May 23
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$TGTX significantly broadened their Azer-cel trial to include multiple other serious B-cell driven diseases like Myasthenia Gravis, many of which have no good treatment at all. Size of trial more than tripled. Very positive signal overall.
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Jun 12
Jun 12
JUST IN: Meta is reportedly moving to curb employee AI token use as internal AI costs climb into the tens of billions.
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avidresearch retweeted
Jun 12
$TENX Piper raises price target from 20$ to 50$
Nice push from 200day average today. Also Ph3 data in Q3 probably late August or September.
Enrollment was finished in March and its a 12 week study so last patient probably in July. Could run ahrd into data
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