Professor Oak
@Prof_Oak_Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
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Chef’s kiss, Ron $CERE $ABBV
Couple of these payouts are remarkable when considered in the context of CEO tenure Ron Renaud - CEO of $CERE for 177 days David Epstein - CEO of $SGEN for 123 days Nice work if you can get it h/t @AndrewE_Dunn @endpts
$SGMO +167% from here Will they get a Fabry deal done?
Interesting set up for $SGMO now, with FDA (seemingly) shifting its stance on registrational requirements for Fabry GTx. Actually makes ‘920 a transactable asset if partner can get comfortable. Lot of upside if sentiment continues to shift
In the wake of $PFE OXBRYTA withdrawal, oral HbF induction MOAs are progressing in SCD $NVS WIZ degrader now in Ph1. Received much fanfare at ASH '23 and in Jul '24 Science pub (not sure why it's in solid tumor) Meanwhile, $BMY also moved an HbF activating CELMoD into Ph1
Today, we break down one of the world's largest and oldest pharmaceutical companies, Merck. From humble beginnings as a small family pharmacy in Germany, Merck is now a $260 billion market cap business. Keytruda, arguably the world's most important cancer drug, is at the…
$LLY discontinues PD-1 agonist Peresolimab Reminder, $LLY BTLA agonist also failed $ANAB
What if it’s not a late breaker? Where does $ANAB go if: - No $LLY PD-1 pump - BTLA at YE disappoints (like others) Friendly reminder that $ANAB has been comp’ing BTLA to rocatinlimab - how’d that go?
First reported allo CD19 CAR-NK data in an ACR LBA from Rui Therapeutics (China) 50% disease remission (DORIS) and 75% low disease activity at 6M in N=8. Not quite the response we've seen with CAR-T to date $NKTX $FATE acrabstracts.org/abstract/allog…
Looks like pretty inconsistent and incomplete B cell depletion to me Something to think about for those bidding $FATE, $NKTX, etc. up 100%+ on autoimmune hopes and dreams
2 late breaking abstracts for CD19 in SLE: 1) CD19xCD3 TCE (A-319) in SLE. I think this is the first demonstration of potential clinical efficacy of CD19 TCEs in SLE: acrabstracts.org/abstract/a-319… *disclaimer, I am the part-time consulting CBO for the company
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