LagunaRay

All tweets are opinions and questions only. Not advice.

[LagunaRay @Long6422Da]

@dhovekamp42 $afmd ICE must be engaging some T-cell species. Specifically gamma-delta and NKT that comprise up to 10% of circulating NK cells.
https://t.co/1qNUgcQS9I

[Nature Cancer @NatureCancer]

🔥🔥 ONLINE @NatureCancer: 2 studies from @yibinkang &Co discover MTDH-SND1 inhibitors for metast #BreastCancer therapy via cell- and non-cell-autonomous effects

DON'T MISS THEM! 👇
https://t.co/Ma0yXr9evZ
https://t.co/Gs8FHOeEjr

https://t.co/R6tLerbrzV
https://t.co/1iduSbHsT4

[LagunaRay @Long6422Da]

@bill75331820 @PersimmonTI This would be a more well posed question for 4th line or higher, not for people that went through mdeian 6L of therapy with immune system running on fumes.

[LagunaRay @Long6422Da]

@BrianUherek @dhovekamp42 @brendan_49 @A_May_MD More on tumoral heterogeneity, both intra and spatial. That adds complexities to murine models, biopsies, and clinical targets. Explains why murine models are often misleading. cc $afmd $fate $ipsc $nktx
https://t.co/fAvFKOa0VL

[LagunaRay @Long6422Da]

@dhovekamp42 @sunforever18 @endpts @MaxGelman Some intriguing results from using OVs in triggering T-cell response. CG gets 100% CR in r/r bladder cancer - they won't be independent for long.

https://t.co/uY3JQPqmVp

https://t.co/ubRIvBLJAi

[LagunaRay @Long6422Da]

@Davidoberland12 @BrianUherek @zen_tropy @affimed $afmd science team seems to think that macrophages engagement has high importance in afm24 MOA given a satuation of Mphgs in TME. See SITC posters 1 and 2. Perhaps they want to see what that does trying precomplexed NK and in what sequence. https://t.co/MAyS7c56Yq

[LagunaRay @Long6422Da]

@BrianUherek @MattBiotech Agree. Looking forward to more frequent updates starting w/Dec. presentation. Hope that Dr. Neito share thoughts on FDA registration trial and proposed compassionate-use MDA trial 2021-1094. This data is from MDA 2021-1092.

[LagunaRay @Long6422Da]

@BrianUherek Hard to extrapolate from N=3. All patients are either in hospice or hospice bound. The academic oncologist that @MattBiotech interviewed can't recall seeing any HL/nHL patients making it past 5th line in his practice and vast majority die before then. https://t.co/RiC3WgeqHT

[LagunaRay @Long6422Da]

@Amylucio2009 No LBA for MDA on AFM13-cbNK. My guess is that not data was not ready for LBA so glad that MDA/Rezvani acquiesced to company release. See the ho-hum nature of the accepted LBAs below. cc $afmd
https://t.co/NuYIy6qLiD

[LagunaRay @Long6422Da]

@breunig_c @affimed @MDAndersonNews @lab_rezvani Awesome on enrollment and results. Seems $afmd is at door step for registration trial. Median 6L r/r suggest little left of immune system to salvage and getting DoR requires kick starting one's own immune system. Precomplex combo will do even better closer to 3-4L.

[LagunaRay @Long6422Da]

@maddstone1 @ofthegreen @ANACONDAFINANC1 @RNA_Biotech $ADCT r/r HL post Adcetris via cd25 has MC of 1.7B. Has SAE hairballs & orr/cr far exceeded by afm13-cbNK with no safety signals. Early afm13 market prob closer to that of ADCT so imo if future data consistent with current, afm13 should be priced accordingly.

[LagunaRay @Long6422Da]

@maddstone1 @ofthegreen @ANACONDAFINANC1 @RNA_Biotech CEO says company in driver's seat so it will take an offer he can't refuse. The ROCK platform value just went up.

[LagunaRay @Long6422Da]

@ofthegreen @ANACONDAFINANC1 @maddstone1 @RNA_Biotech My estimate of Adcetris EV is $4.4B conservatively (flattening of sales starting now) so more like 13% of MC. It could be double that if growth continues and indications expand.

[Christian Breunig @breunig_c]

Great News: Power of Innate Cell Engager AFM13 @Affimed and NK cells @MDAndersonNews

#Affimed #Innateimmunity #immunotherapy $AFMD
@lab_rezvani

https://t.co/8A7dsM3qj4

[LagunaRay @Long6422Da]

@ANACONDAFINANC1 @maddstone1 @RNA_Biotech 2. If we take current sales as is and plateau it here, Adcetris would still be worth close to ~$4.4B (arbitruary 7X CF non-growth multiple). AFM13 will likely address post Adcetris line initially so early TAM is smaller and move towards 2/3L with data. $sgen cc $afmd.

[LagunaRay @Long6422Da]

@ANACONDAFINANC1 @maddstone1 @RNA_Biotech 1. Looking at Adcetris revenues since first functional year of sales (2012-2021) gives CAGR of ~20%. Growth will slow eventually at the >$1B level in 2 yrs. Gross margin >90%. Depending on the results on earlier lines and solid tumors, still have room to grow. $2.5B lowball.

[LagunaRay @Long6422Da]

Great to see the $sgen cd30+Pembro solid tumor trial is enrolling P2. $afmd must be paying attention to see if there is an orthogonal approach via EGFR and cd30 ICEs.

[LagunaRay @Long6422Da]

@ANACONDAFINANC1 @maddstone1 @RNA_Biotech $sgen seems to think that Adcetris has potential in solid tumors. Phase 2 trial ongoing - see slide 21.
https://t.co/CNl3bNoOne

[LagunaRay @Long6422Da]

@maddstone1 @ANACONDAFINANC1 @RNA_Biotech It depends how fast they can move towards 2L/3L. IMO What pre-complex does is accelerate FDA afm13 review if data demands early review and that itself will more rapidly remove discount.

[LagunaRay @Long6422Da]

@ANACONDAFINANC1 @maddstone1 @RNA_Biotech $sgen seems to think that Adcetris has potential in solid tumors. Phase 2 trial ongoing - see slide 21.
https://t.co/CNl3bNoOne

[LagunaRay @Long6422Da]

@maddstone1 @ANACONDAFINANC1 @RNA_Biotech No IMO. How much is Adcetris' worth to $sgen?