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"The U.S. Energy Department has concluded that the Covid pandemic most likely arose from a laboratory leak, according to a classified intelligence report recently provided to the White House and key members of Congress." wsj.com/articles/covid…
$ATNM Doubling of OS (6.4 mo vs 3.2 mo) with significantly better quality of life (fewer side effects), plus a double-digit percentage of long-term survivors ... at first glance, this looks very good. Crossover patients also benefit significantly from treatment with Iomab-B.
First results of the #SIERRA trial are out. $ATNM #iomabb #AML #Tandem23 tandem.confex.com/tandem/2023/me…
First results of the #SIERRA trial are out. $ATNM #iomabb #AML #Tandem23 tandem.confex.com/tandem/2023/me…
$ATNM ad-hoc DMC meeting happening before year end confirmed by todays PR. "With this in mind, we look forward to guidance on Iomab-B expected from the ad-hoc DMC meeting before year-end." Should finally bring movement into the stock price.
$ATNM Interim data (dCR at 180d) of SIERRA trial just around the corner. "...and now focus our complete attention on the ad hoc interim analysis that will be complete in the coming weeks" ir.actiniumpharma.com/press-releases…
$ATNM Interim data (dCR at 180d) of SIERRA trial just around the corner. "...and now focus our complete attention on the ad hoc interim analysis that will be complete in the coming weeks" ir.actiniumpharma.com/press-releases…
$XNCR - CD28 Bispecific collaboration with Janssen / $JNJ. $50 million upfront payment. Nice. investors.xencor.com/news-releases/…
$ATNM Lintuzumab Ac225 in relapsed/refractory AML. Excellent interim results! ashpublications.org/blood/article/…
$XNCR Xtend™ XmAb® Antibody Technology👇 VIR-7831 for the treatment of COVID-19 in Phase 3 started investors.vir.bio/news-releases/…
Uptake of #Monjuvi #tafasitamab in US seems good (slide 59 of $MOR $INCY presentation) Already >100 patients within first 2 months get their treatment. Translates into one year run rate of 600 patients/y 500-750M $ as projected peak sales seems conservative to me (also $XNCR)
News rich period for $EXEL starting this weekend ....
Gut feeling $EXEL could outperform $XBI in the coming months Especially interesting(12/24 m): * detailed Checkmate-9R results (1st l. RCC) at @myESMO 2020 * further data of COSMIC-021 trial cohorts;pivotal starts * HCC 1st l. data COSMIC-312 * XL092 potential as a "better cabo"?
You will get burned when you ignore pipeline, fundamentals, upcoming positive catalysts and revenue potential completely. Lesson to learn: Don't just look at TA whe in comes to #biotech. $EXEL
$EXEL phase 3 data out this month - remain overall bearish going forward this stock as long its below 30-35 and cant regain these levels. #Bearish take care
Iconic Therapeutics and $EXEL|s ICON-2 program is an ADC with ZymeLink™ technology -> $ZYME.
Just announced: Promising preclinical data @World_ADC for Iconic Therapeutics’ TF-targeting #ADC, which is the subject of an exclusive option and license agreement with $EXEL. Details here: bit.ly/2RtHxNG
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Who to follow
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German Biotech
@GermanBiotech -
Epoch
@EpochSwing -
tk
@degrader_junkie -
The Pathfinder
@path1finder -
Dr. Long
@LuciusJameson -
Complexificator
@Complexificator -
EC2
@Ec250940387Ec2 -
Franca_ole
@Franca_ole -
Bon Wood
@ny1972_47 -
Coyote
@coyotebioscav -
Phil Kalt
@philkalt -
gmt999
@gmt9992 -
EM
@8thKingofRome -
Eulers Analyst
@EulersAnalyst -
msp12389
@msp12389
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