Jacob Plieth

Journalist @ApexOnco. The Wolverine Of Biotech / Mr ASH. Interested in: oncology. Not interested in: what stock you bought today. My internal plan is as follows

[Jacob Plieth @JacobPlieth]

$AVBP closes off 27% on what I thought were pretty decent CDH17 data at #Esmo26. Scary tox? Payload release questions? This is what I wrote earlier on @ApexOnco -> https://t.co/luW9P47ae1

[Jacob Plieth @JacobPlieth]

@MaverickNY @raffcolo 8mg/kg was the AMT-676 dose Multitude was bragging about. 6.4mg/kg is probably inert.

[Jacob Plieth @JacobPlieth]

@raffcolo This is exactly what I come to biotwitter for!

[Persimmon Tree Investments @PersimmonTI]

$XBI — the G12D rundown, through biased eyes:

$INCY — interesting early data at ESMO over the weekend, and the molecule has promise. Importantly, it is an ON/OFF inhibitor, which is likely a key distinction in G12D where both conformations can play a role in disease maintenance and progression. However, there are questions as to its overall potency, perhaps.

$RVMD — zoldonrasib, as an ON only inhibitor faces an uphill battle, and its tox profile could be problematic for combination. Note that company has yet to initiate a combo of zoldonrasib with cetuximab. And also note zoldonrasib efficacy in combo with PRMT $TNGX — perhaps on the low side? Maybe the ON-only nature, along with PK/PD and potency is leaving efficacy on the table.

$RHHBY — not enough data to tell, through their G12C perhaps signals that their other allele specific molecules could pass muster…

$VSTM — 7375 is ON/OFF, potent, with linear PK/PD and with a differentiated safety profile — little to no rash or stomatitis leading to attractive combo partner with cetuximab. And good initial data in the U.S. and China.

$VSTM is my choice. But they will have to get a move on.

$xbi

[Jacob Plieth @JacobPlieth]

Halfway through today's @myESMO presidential, already running 9 minutes over. Kiss the Q&A goodbye! #Esmo26

[Jacob Plieth @JacobPlieth]

#Esmo26 allocates 9 minutes to Q&A in presidential sessions, and as we've overrun again that's the second time there will be no Q&A. Congrats @myESMO !

[Jacob Plieth @JacobPlieth]

I need to get my special jacket out, the one with the leather elbow patches #Esmo26 https://t.co/GDgElxPTJX

[Goose Data (wa/wa) @GooseData]

Almost got away with it! If it wasn't for them pesky scientist!

[Madeleine Armstrong @ByMadeleineA]

Comparing $BMY's iza-bren Panku-Lung01 press release vs the adverse event slide in the #ESMO26 presentation. Serious TRAEs look pretty high

[Jacob Plieth @JacobPlieth]

@kakulukeka No I don't "think they are the same". But not to even mention OS in IM-151 is bizarre.

[Jacob Plieth @JacobPlieth]

$SMMT ivonescimab + chemo in Harmoni-GI1, Chinese trial in 1L cholangio. mOS 14.9 vs 12.1 for Imfinzi + chemo (HR=0.75, p=0.0031). Full data later today at #Esmo26 presidential.

[Jacob Plieth @JacobPlieth]

So for the CDH17 ADC PK nerds (looking at you
@MaverickNY @raffcolo ) here's Multitude AMT-676 vs
$AVBP MRG007 #ESMO26

[Jacob Plieth @JacobPlieth]

Good morning! If you're looking to catch up with what's been going on at #Esmo26 check out all the @ApexOnco stories from the weekend (some paywalled, others not) $MRNA $SMMT $AZN $AMGN $JNJ $TNGX $RVMD $HCM $CHRS $INCY $TAK $ZAI $IDYA $ELTX $GSK
https://t.co/o9cvL1DO38

[Jacob Plieth @JacobPlieth]

In $BNTX's case I understand precisely why today's PR went out in the middle of #Esmo26 https://t.co/S63d8kfkFz

[Jacob Plieth @JacobPlieth]

Sounds like $BNTX Dynasty-Breast02 is effectively a failure. Enhertu rules! https://t.co/paf0b3OBgP

[Jacob Plieth @JacobPlieth]

Do $RHHBY $ZYME & $GMAB think they'll get more/better coverage if they put out news in the middle of a massive oncology conference? #Esmo26

[Jacob Plieth @JacobPlieth]

I've never seen this kind of wording together in a PR before:
"statistically significant, yet modest"
"higher rate of ILD"
"fatal events in a small proportion of patients"
$BNTX

[Jacob Plieth @JacobPlieth]

Sounds like $BNTX Dynasty-Breast02 is effectively a failure. Enhertu rules! https://t.co/paf0b3OBgP

[Jacob Plieth @JacobPlieth]

@biofish_y @Banana_Oncology Tissue adequacy was an issue in Interpath-001: inadequate tissue excluded 17% of screened pts $MRNA #Esmo26

[Jacob Plieth @JacobPlieth]

#Esmo26 discussant Inge Marie Svane on Interpath-001 vs neoadjuvant Opdivo + Yervoy (Nadina study) $MRNA $MRK

[Jacob Plieth @JacobPlieth]

@jy201506 Ah yes, I see what you're saying. True.

[Jacob Plieth @JacobPlieth]

@SuyogCancer You're saying w/t cMet is a driver of EGFR resistance?

[Jacob Plieth @JacobPlieth]

$HCM $AZN Saffron study makes no sense to me. Why would you give a small-molecule cMet inhibitor to patients who happen to have cMet w/t amplification, but whose tumour is still driven by EGFRm? #Esmo26

[Jacob Plieth @JacobPlieth]

@jy201506 Look at the comparator in Imbrave-151 though.

[Jacob Plieth @JacobPlieth]

@levydr Not this one! https://t.co/e1EXmmnejY

[Jacob Plieth @JacobPlieth]

Well, #Esmo26 discussant James Harding just gave Harmoni-GI1 an easy ride. Totally ignores OS numbers in Imbrave-151 - just commented that the study showed a "numerical benefit on PFS"!

[Jacob Plieth @JacobPlieth]

If you're in biz dev at $AMGN or $BMY and you see this slide what's your next move in Kras?

[Madeleine Armstrong @ByMadeleineA]

Discussant slide for Krascendo-1. Bye bye Lumakras & Krazati? $RHHBY $AMGN $BMY #SXMO26

[Jacob Plieth @JacobPlieth]

@SuyogCancer That was one of the lamest efforts I've seen by a discussant, and I've seen a few.