Bertrand Delsuc

Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & 10y following bios.
Preplanned pause.

[Bertrand Delsuc @BertrandBio]

[Topic #1] Yesterday, I released my Biotech Pipeline Atlas. It is available on the Payhip platform, for only 65 USD. You can find a free sample on Payhip.

This PPTX document covers the pipeline of 324 biopharma companies, listed in the US.

https://t.co/2DDFeQINKB

[Bertrand Delsuc @BertrandBio]

@Biohazard3737 @adamfeuerstein 1.5 vs 0 since 2:1 randomization

the AMI & the cardiac death, you can doubt of the adjudication if you want (a least that wouldn't be completely surprising), so 1 vs 0 WC

[Bertrand Delsuc @BertrandBio]

@adamfeuerstein @Biohazard3737 from the deck put online by $MRK, making it clearer
(NB it's randomized 2:1) - I dunno why it's different from the screenshot done, maybe the deck was finalized late

you can still doubt abt the adjudication but the stat is not 8 vs 0, that's certain

[Bertrand Delsuc @BertrandBio]

@A_May_MD noise the pandemic induced on reported figures. That would also be bad news for MAHA lol

[Bertrand Delsuc @BertrandBio]

@A_May_MD that is not obvious to me how it would have any such long term effect, as seen here. And if it was the case, we should have see a lower rate of melanoma incidence post COVID. I have never heard of epi data reporting this, but maybe it's worth a check, if we can ever cancel the

[Bertrand Delsuc @BertrandBio]

@A_May_MD part should translate more to other indications, whereas the readthrough for local control is much more questionable for other tumor types. We shall see with the next trials, but I certainly don't expect a homerun everywhere.

[Bertrand Delsuc @BertrandBio]

@A_May_MD mentioned similar outcomes across stages, that's already an interested piece to reflect on.
Then what about OS? We will see.
And then, the elephant in the room, what does it mean for the other indications? I have some thoughts on it. In a nutshell, I think the distant control

[Bertrand Delsuc @BertrandBio]

@A_May_MD @adamfeuerstein please answer the question?
if you add pembro neoadj to adj pembro+PCV, would you expect the theoretical implications of INTERPATH-001 to be invalidated?