Season1103

[Season1103 @Season11031]

@BrianUherek @affimed If you look at RO of 480 and 720mg, RO averages similar between them but 720 much lower variance in RO. In retro, would you have chosen 720 as RP2D? If 720 $AFMD would be celebrating now since ORR>30%/PFS>6month is a lock for approval for heavily pretreated CPI-refractory NSCLC

[Bioinvestor24 @bioinvestor24]

What $SMMT seeing in clinic is the same HR seen with avastin in 2006 when compared to chemotherapy alone then. This is why $MRK who knows the field well is not buying into the story. And this enrichement of PD1 in tumor micro environment is irrelevant as kytruda saturates PD1 at even half approved dose and there was no extra advantage when given 5 folds approved dose.
N Engl J Med 2015;372:2521-2532
DOI: 10.1056/NEJMoa1503093

[Season1103 @Season11031]

@ny1972_47 @maddstone1 @dhovekamp42 @mil30557647 @wkissel This new ivonescimab OS data should wake the pharma up. As bad as this OS data is, there’s still a possibility of unbalanced randomization that favored ivonescimab. Should be positive for $AFMD securing a deal on AFM24.

[Season1103 @Season11031]

@BrianUherek Not only because it is from “there”, but also anti-VEGF/anti-PD-(L)1 combos failed. There’s no convincing hypothesis why it would work magic if it is a bispecific. $AFMD will be proven to be the ugly duckling.

[Season1103 @Season11031]

@BrianUherek Looking back, who is right? Ivonescimab & the likes took opportunities (500M upfront, Merck also 588M upfront for LM-299) from companies like $AFMD. This competitor’s new OS data will help $AFMD get investments: https://t.co/DmnpTmY7xo

[Season1103 @Season11031]

@BrianUherek @affimed That’s assuming $AFMD 720mg keep an ORR of 46% and a PFS of 7.4.

[Season1103 @Season11031]

@BrianUherek @affimed If you look at RO of 480 and 720mg, RO averages similar between them but 720 much lower variance in RO. In retro, would you have chosen 720 as RP2D? If 720 $AFMD would be celebrating now since ORR>30%/PFS>6month is a lock for approval for heavily pretreated CPI-refractory NSCLC

[Season1103 @Season11031]

@maddstone1 @ANACONDAFINANC1 Will one of us ask the $AFMD CEO the AFM13 price RANGE during the CC Thursday?

[Season1103 @Season11031]

@maddstone1 Revenue per patient is an unknown.

[Season1103 @Season11031]

@maddstone1 $AFMD hasn’t provided a revenue estimate for 13

[Season1103 @Season11031]

@PersimmonTI And its estimated sale in year 3 post launch?

[Season1103 @Season11031]

@PersimmonTI The big question: How much is AFM13 worth (market-cap wise) to $AFMD after approval (assumption: AA), after 33% haircut from $ARTV revenue sharing?

[Season1103 @Season11031]

@BrianUherek I respect you not discussing politics, hope you don’t think this biotech topic is politics.

[Season1103 @Season11031]

@BrianUherek What do you think how Trump will affect the biotech and pharma industry? $XBI is up ~3%, $IWM is up a shocking 6% now.

[Season1103 @Season11031]

@BrianUherek My explanation of why Trump won is that more than 50% of Americans have been suffering and losing in court for years, they need a lawyer, and they want to hire the meanest, nastiest but the most combative lawyer to win their cases. They see their lawyer in Trump, not Harris.

[Season1103 @Season11031]

@BrianUherek If Biden had quitted early and there were an open primary contest, she’d never been the nominee and democrats would have a better chance. Now let’s see how Trump can end the Ukrainian war.

[Season1103 @Season11031]

@BrianUherek Unfortunately I don’t believe things will be better for US regardless of who wins.