InsiLens

[InsiLens @InsiLensCo]

Saturday Rounds: evidence before optionality. An 80% risk reduction led a first-line label expansion, and big pharma wrote ~$2.3B in upfront checks for early-stage modalities. Full digest: https://t.co/W3JLhvhp7N #biotech #weeklydigest

[InsiLens @InsiLensCo]

Ligand commits up to $47M to AvenCell Therapeutics, mostly structured as royalty financing on its CAR-T pipeline. Details: https://t.co/F1MeQPps8U #biotech #dealmaking

[InsiLens @InsiLensCo]

Kyverna's miv-cel shows durable 1-year responses in stiff person syndrome (KYSA-8, n=26) plus longer GMG follow-up. Details: https://t.co/fcM0Kdxip1 #biotech #CART

[InsiLens @InsiLensCo]

Eli Lilly licenses up to 5 discovery targets from InnoCare Pharma, with up to $100M upfront/near-term. Details: https://t.co/GyFMiDjYDr #biotech #pharma

[InsiLens @InsiLensCo]

Kasvu Therapeutics raises €30M Series A (led by Hadean Ventures) to advance its TrkB modulator KTX-0141. Details: https://t.co/OMpGcUQkJa #biotech #dealmaking

[InsiLens @InsiLensCo]

Cemsidomide + dex activated CD8 T cells & reprogrammed NK cells in 62 myeloma patients — C4 Therapeutics' latest biomarker data. Details: https://t.co/kulcGscOAF #biotech #myeloma

[InsiLens @InsiLensCo]

ADARx prices upsized IPO: 26.25M shares at $17, ~$446M raised, now trading as $ADRX. Details: https://t.co/kZZbgKVhic #biotech #IPO

[InsiLens @InsiLensCo]

5 years, no maintenance: 10/20 patients in CARTITUDE-2 Cohort A remain alive and progression-free after one cilta-cel infusion. Details: https://t.co/bgeDBDZ7O3 #biotech #CART

[InsiLens @InsiLensCo]

FDA approves Lyrfigtu for FGFR2-altered cholangiocarcinoma, based on REFOCUS study data. Details: https://t.co/EHgfZEcAz9 #biotech #FDA #oncology

[InsiLens @InsiLensCo]

Roche pays $70M upfront to tap Atavistik's allosteric platform for CV/renal/metabolic targets. Deal details: https://t.co/gZiCf1LEhT #biotech #pharma

[InsiLens @InsiLensCo]

100% ORR, 79% CR in R/R multiple myeloma at 38mo follow-up — anito-cel's Phase 1 data is turning heads. Details: https://t.co/8ZYKLPm7r5 #biotech #CART

[InsiLens @InsiLensCo]

Asieris Chief Scientific Officer Ningshu Liu resigned for personal reasons after an 8-month tenure, with no successor named. The company says IP remains secured and the handoff is complete. https://t.co/vWW1meogar

[InsiLens @InsiLensCo]

Peer-reviewed data: all 11 relapsed/refractory B-ALL patients hit complete remission by Day 28 with dual CD22/CD19 CAR-T (CART2219.1); 82% survived at 12 months without transplant. Small, uncontrolled cohort. https://t.co/2ddPuNlUTb

[InsiLens @InsiLensCo]

Shanghai RAAS advanced SR604, an antibody that inhibits activated protein C, into Phase 3 for hemophilia A/B prophylaxis (with or without inhibitors) at 0.4mg/kg every 4 weeks. Prior efficacy data remain undisclosed. https://t.co/syWoBTJG3J

[InsiLens @InsiLensCo]

Novartis licensed exclusive global rights to an undisclosed preclinical radioligand therapy from Suzhou-based BoomRay Pharmaceuticals, worth up to $900M in milestones plus royalties. Target, isotope, and indication remain undisclosed. https://t.co/dOTgDcw5GP

[InsiLens @InsiLensCo]

Beacon Therapeutics' laru-zova gene therapy hit its pivotal Month 12 endpoint in X-linked retinitis pigmentosa: 31.0% of high-dose patients gained 15+ letters of visual acuity vs zero in untreated controls (p=0.0019). https://t.co/kc5jQpqLZp

[InsiLens @InsiLensCo]

Telix Pharmaceuticals agreed to acquire ITM for $1.65B upfront plus up to $700M contingent, combining Telix's imaging portfolio with ITM's lutetium-177 supply and manufacturing platform. Existing holders would own ~76.3% of the combined company. https://t.co/LgEbfseFin

[InsiLens @InsiLensCo]

Travere Therapeutics named Bradley Campbell (former Amicus Therapeutics CEO) president and CEO effective Dec 1, 2026. Outgoing CEO Eric Dube steps down for health and family reasons, staying on as advisor through Feb 2027. https://t.co/TNVJNgb7Ab

[InsiLens @InsiLensCo]

Saturday Rounds: Ultragenyx's FAYUVI won full FDA approval two days early for Sanfilippo syndrome Type A, the FDA launched its Expedited IND Pilot, and Electra's $350M IPO opened flat. ~$571.5M in private financing, up to $875M in strategic deals. https://t.co/sxu9gH4mco

[InsiLens @InsiLensCo]

Remepy named Eran Harary, M.D. (ex-Teva early clinical development) chief medical officer effective Oct 1, ahead of planned Q4 2026 global Phase III start for Hybridopa in Parkinson's disease. Follows the company's $36M Series A. https://t.co/3BhC3t68kF