Jacob Plieth

Journalist @ApexOnco. The Wolverine Of Biotech / Mr ASH. Never paid for a blue tick. Interested in: oncology. Not interested in: what stock you bought today.

[Jacob Plieth @JacobPlieth]

@PearlF Ah, good connection!

[Jacob Plieth @JacobPlieth]

@gelantonia Indeed! I don't think Myricx has ever run a clinical trial. $NVS

[Jacob Plieth @JacobPlieth]

Myricx Bio's secret sauce: an N-myristoyltransferase inhibitor (NMTi) ADC payload, from Robin Carr poster at #WorldADC23. Just acquired by $NVS for $ 1.1bn.

[Jacob Plieth @JacobPlieth]

Side note: Pacylex Pharmaceuticals (Canada) seems to be the only company developing an NMT inhibitor as a drug in its own right: zelenirstat, in ph2 for DLBCL

[Jing Liang 🇺🇦 @AppleHelix]

Another ADC acquisition. This time novel payload (N-Myristoyltransferase inhibitor)

$NVS to acquire Myricx (UK based) for $1.1B u/f + $0.4B backend.

Seeded by Sofinnova Partners (Maina Bhaman) and Brandon Capital (Jonathan Tobin).

Series A co-led by Abingworth (Jayson Punwani) and Novo Holdings (Michael Bauer)

$114m series A was exactly 2 years ago. So this must be a very good return.

https://t.co/HAQQp1ZGYM

[Jacob Plieth @JacobPlieth]

Still, amazing that Orca has succeeded where Molmed, Kiadis & $BLCM failed

[Jacob Plieth @JacobPlieth]

Is "allogeneic regulatory T cell-based immunotherapy with HSPC and T cells-vldq" the INN? Wow

[Jacob Plieth @JacobPlieth]

Some background on $IPSEY Kartos, from last year https://t.co/XNXp7z3ZsQ $PMVP

[Jacob Plieth @JacobPlieth]

Whichever smartalec ibanker pitched this deal to $ZYME, I salute you https://t.co/GaKB14V0XE

[Jacob Plieth @JacobPlieth]

Ipsen doesn't buy $PMVP https://t.co/0Ic0krcIGJ

[Jacob Plieth @JacobPlieth]

Rezatopopt sees a path forward after all, but $PMVP sells off 10%. Via @ApexOnco -> https://t.co/TiiM06ahkm

[Jacob Plieth @JacobPlieth]

That one is especially curious since $MRNA hasn't disclosed the antigens targeted by mRNA-4106 or mRNA-4200. Does mRNA-4200 have anything to do with Lag3? $MRK $BMY

[Jacob Plieth @JacobPlieth]

Some curious clinical trial design changes slipped out in the past few days by Zumutor / $CHRS & $MRNA

[Jacob Plieth @JacobPlieth]

$MRNA initially planned to test mRNA-4106 as monoRx, or mRNA-4106 + Opdualag combo. Now it's mRNA-4106 monoRx, or mRNA-4200 +/- Keytruda

[Jacob Plieth @JacobPlieth]

$CHRS announced a clinical-trial collab on 23 Jun, and that's apparently slotted into Zumutor's existing IND. Did Zumutor fail to sign a clinical-trial collab with $MRK?

[Jacob Plieth @JacobPlieth]

Zumutor initially was to test ZM008 + Keytruda, but now it's ZM008 + Loqtorzi $CHRS

[Jacob Plieth @JacobPlieth]

@oakazaki @Banana_Oncology @aedwards02 @raffcolo $AZN would agree that it's the method that's at fault. Still waiting for the long-delayed Avanzar trial to see if they're right.

[Jacob Plieth @JacobPlieth]

@chuminhua432 Thanks!

[Jacob Plieth @JacobPlieth]

@VipinSuri4 Thx. I recall an NCI study (poss linked to Kite?) testing a class II HLA-restricted engineered TCR at #AACR16, but yes, rare to see this approach.

[Jacob Plieth @JacobPlieth]

Here's the new ct-gov entry for Essight's ES502 (RAS G12V-HLA x CD3) https://t.co/4CqT1dbcjJ

[Minhua Chu @chuminhua432]

🇨🇳➡️🇺🇸 FDA IND win for 🇨🇳 Essight Bio

Shanghai Essight Biotechnology’s ES502 has received FDA clearance to enter a Phase I trial in patients with advanced solid tumors harboring RAS G12V mutations (KRAS/NRAS/HRAS).

ES502 is a next‑generation TCR×CD3 bispecific T‑cell engager, designed to bind the RAS G12V–HLA pHLA complex with >100× higher affinity than CD3, enabling highly selective T‑cell activation at the tumor site.

Notably, ES502 is reported as the first TCR×CD3 bispecific targeting RAS G12V to enter the clinical trial.

#Oncology #TCellEngager #RAS #Biotech #FDA #ChinaBiotech

[Jacob Plieth @JacobPlieth]

@chuminhua432 This Shanghai Genechem project was listed in Inxmed's recent IPO prospectus, attributed to Essight (?)

[Jacob Plieth @JacobPlieth]

@chuminhua432 Is Shanghai Essight connected with Shanghai Genechem somehow?