It feels very futuristic to imagine a world with one-and-done therapies that lower LDL cholesterol for life, but... it might not be far off!
These are new phase 1 data for Verve/Lilly's PCSK9 base editor: one single intravenous infusion reduces LDL cholesterol by as much as 60%
It's time for all drug developers to reconsider heavily relying on Wuxi to synthesize their proprietary compounds
How $ERAS obtained ERAS-0015 from Wuxi>Joyo>$ERAS should be a case study
$RVMD used Wuxi to synthesize their very early pan-RAS compounds, and guess what? Wuxi imminently came up with the nearly identical structures as Darax and tried to patent that...
$LLY is buying Kelonia for $3.25 billion (!!!) upfront + milestone payments that could increase deal size to $7B.
Biotech is not back, biotech is now in a stupid valuation bubble.
https://t.co/NgxNIB2Ymy
RevMed just doubled overall survival in pancreatic cancer by using CypA-targeting molecular glues to potently drug oncogenic KRAS-ON, long deemed untouchable.
One funny thing is that probably the most fundamental insight for daraxonrasib sits in a PNAS paper that's been cited merely 84 times. This showed that molecular glues can coax an endogenous protein to wrap itself around utterly featureless surface. The other is a 2017 Cell Reports paper (just 68 citations) on how Sanglifehrin A can be used to repurpose CypA's surface. A lot of the game-changing stuff seems niche and unglamorous at first.
Greg Verdine is having a chembio Annus Mirabilis for his 2025-2026 streak: FOG-001, Daraxonrasib. He provided much of the foundational conceptual work behind taking out both Beta-catenin and KRAS*.
*of course many others contributed immensely, but let's give some credit where credit is due!
The TIGIT catastrophe‼️
30 agents
220 trials
~50,000 patients
>$3B+ invested
0 approvals.
This is herding in drug development.
In BMJ Oncol we examine why it happens, the hidden costs, and what needs to change.
It’s already happening again in ADCs...
🔗:https://t.co/dvbS49jGkF
This is not good:
People have learned that GLP-1s are really effective, so if they're not losing weight, they know they're in the placebo group.
So these people getting placebos are getting mad and leaving the trials.
While a 20% overall response rate, is not the kind of thing that makes a big splash in NEJM, there's reason to be very excited about this. The "impossible" label on TP53 has been ripped off.
This is just the first of what I think will be many p53-targeted compounds to come.
Eli Lilly to buy Orna Therapeutics for $2.4 billion -‘in vivo’ CAR-T for autoimmune disease and circular mRNA technology platform. Think Orbital-BMS & Capstan-Abbvie. Orna is not yet in the clinic.
https://t.co/p2S5rGCwNd
While many are amazed by Eli Lilly’s fantastic success and by its superiority over $NVO, not many are aware to the fact that according to Eli Lilly’s CEO Dave Ricks - $LLY has invested $14B (!) in BioTech R&D this year which is more than what Germany 🇩🇪 has invested 🧵👇! $XBI
This result was finally published.
TL;DR: Treating cancer early in the morning seems to substantially beat treating it later in the day.
Just changing patient appointment times is supposedly associated with a ~60% reduction in cancer mortality.