nycbadger

Still, a scientist can dream 🧬🧫🔬 🧪 Market Intelligence, Business Strategy for Pharma & Biotech

[Nature Reviews Drug Discovery @NatRevDrugDisc]

For readers interested in orexin receptor agonists (dubbed the GLP-1s of neuroscience), this news article discusses their wide-ranging potential in disorders ranging from narcolepsy to ADHD
https://t.co/xrqJVAIRDr

[Minhua Chu @chuminhua432]

🇨🇳 China unveils "15th Five-Year Plan" for pharma industry development (2026–2030)

Ten ministries, led by MIIT, jointly issued the plan setting ambitious 2030 targets for China's biopharma sector:

📊 Key targets by 2030:
• Revenue of large-scale pharma industrial enterprises: ≥RMB 3.5 trillion
• First-in-class (FIC) drugs: ≥25% of global share
• Innovative drug launches ranked among world's top tier
• Cumulative innovative medical device approvals: ≥200
• Innovation drug industry growth: ≥20%/year average
• 50 pharma companies with annual revenue >RMB 10B
• 20 pharma industrial parks with output >RMB 100B
• ≥5 products with global annual sales >$1B

🎯 Strategic priorities:
• Original innovation: new targets/mechanisms (undruggable targets, allosteric modulation, epigenetics), new modalities (siRNA/ASO, PROTACs, molecular glues, peptide-drug conjugates), novel delivery systems (brain-targeted, microenvironment-responsive)
• Biologics focus: next-gen bispecific/multispecific antibodies & ADCs, RDC, AOC, next-gen CAR-T (universal, in vivo gene-edited), iPSC therapies, mRNA vaccines
• Medical devices: AI-assisted diagnostics, surgical robots, smart implants, closed-loop insulin pumps
• AI-pharma integration: target discovery, drug design, smart manufacturing, real-world evidence platforms, AI-powered regulatory review
• Regional clusters: Beijing-Tianjin-Hebei, Yangtze River Delta, Greater Bay Area, Chengdu-Chongqing, and others, each with specialized focus areas
• Global expansion: strengthening CRO/CDMO capabilities, cross-border regulatory alignment, international multicenter trials, and IP protection

[Sam Fazeli @SamFazeli8]

$SMMT $GSK $AMGN $BNTX $BMY $PFE etc etc etc. Hopefully we can have a useful discussion on Summit’s ivonescimab (and other PD(L)-1xVEGFs). We will also look at the Small-cell lung cancer data and see how they might fit with the emerging therapeutic landscape.

https://t.co/wfRkN1uaTi

[Nature Reviews Drug Discovery @NatRevDrugDisc]

Drugs that target myostatin signalling are among the most advanced in development to strengthen muscle for healthy ageing. Read about this and the other approaches being explored in this Review https://t.co/KVQ6ix9vXR
https://t.co/OmLs9Kve69

[Nature Reviews Drug Discovery @NatRevDrugDisc]

The evolving landscape of drug targets
https://t.co/5OMoUEClEZ
https://t.co/fTzpQTwnje

In the past 25 years, advances in areas such as genomics and the diversification of therapeutic modalities have expanded the drug target landscape, which now includes ~700 targets mapped here

[Michel Doepke @doepke_michel]

$NAMS and Menarini Group Receive European Commission Approval for Ubeslo® (Obicetrapib Monotherapy) and Evlarco® (Obicetrapib Plus Ezetimibe Fixed-Dose Combination) https://t.co/jYDJqjWfS3

[Paras Sharma @paras_biotech]

From Bernstein: AI in Drug Discovery - separating the hype from the real goals & progress

[Minhua Chu @chuminhua432]

🤝 1cBio and 🇭🇰Lee's Pharm Announce Licensing Agreement for PARP1 Inhibitor OC-3
https://t.co/tC3ngJdg8h

1cBio granted Lee's Pharm exclusive rights to develop and commercialize OC-3, 1cBio's lead PARP1 inhibitor, in China and select Southeast Asian countries.

Deal Terms
- Upfront payment + development & sales milestones totaling up to US$27 million, royalties on future net sales
- Lee's Pharm to lead GLP safety studies and manufacturing for regulatory approval in licensed territories
- Includes a drug supply manufacturing agreement
- 1cBio retains rights to data generated for its planned U.S. FDA IND filing

[Minhua Chu @chuminhua432]

🇨🇳Allink Biotherapeutics presented initial Ph1 data for ALK202, a first-in-class bispecific ADC targeting EGFR and c-MET, linked to a topoisomerase I inhibitor via poster at #WCLC2026.

52 patients enrolled across doses (1.5–6.4 mg/kg Q3W and 3.2 mg/kg D1/D8 Q3W), BOIN design

Study key results (ALK202-01, dose-escalation, as of March 10, 2026):
- 61.5% had NSCLC, median 3 prior lines of therapy (range 1–8)
-DLTs (all hematologic) seen only at 6.4 mg/kg Q3W (n=2) and 3.2 mg/kg D1/D8 Q3W (n=1); dose escalation to 3.6 mg/kg ongoing
-TRAEs in 98.1% of patients; Grade ≥3 TRAEs in 65.8%; most common: anorexia, nausea, anemia, vomiting, weight loss, fatigue; low rates of rash/pruritus
-In EGFR-mutant non-squamous NSCLC (n=18): ORR 33.3%, DCR 88.9%
-In higher-dose cohorts (5.6/6.4 mg/kg Q3W & 3.2 mg/kg D1/D8 Q3W): ORR 42.9%, DCR 92.9%
-Best subgroup: 3.2 mg/kg D1/D8 Q3W — ORR 50%, DCR 100%
-PK: stable circulation, dose-proportional exposure, no accumulation with repeat dosing

Manageable safety + promising early efficacy, especially in EGFR-mutant NSCLC

[김딸기🍓 @kimberrynice]

해외에서 요즘 핫하다는 순환운동🔥

보기엔 쉬워 보이는데
따라 하면 은근 땀날 것 같은데요?ㅋㅋㅋ

[ 출처 : 가비언니 ]

[Mrs. Starkey @imasociopath]

911 테러 추모하려고 불빛들로 쌍둥이 빌딩 만들었는데 그 위로 또 비행기 지나감
타이밍 시발

[Dr Amol Akhade @SuyogCancer]

🚨 HARMONi-2: OS data .
Ivonescimab vs pembrolizumab:
🔹 OS: 30.75 vs 22.57 mo
🔹 OS HR 0.73 (95% CI 0.57–0.95; P=0.009)
🔹 PFS: 11.1 vs 5.8 mo
🔹 PFS HR 0.51 (95% CI 0.38–0.69; P<0.0001)
OS by subgroup: • Squamous: HR 0.65 (0.45–0.95)
• Non-squamous: HR 0.79 (0.55–1.14)
• PD-L1 1–49%: HR 0.85 (0.61–1.18)
• PD-L1 ≥50%: HR 0.58 (0.38–0.89)
Looking forward to full presentation and discussion. @IASLC
@dr_yakupergun @StephenVLiu @RManochakian

[Noemi Reguart @NReguart]

What a day for #SCLC!
Two positive phase III ADC trials today at #WCLC26 ARTEMIS-008 and TAISHAN-302— and this may be just the beginning. Look at the pipeline 👇 The ADC era has finally arrived in SCLC. Bye bye, topotecan! 🚀

[Balazs Halmos @BalazsHalmosMD]

Slide of #WCLC26 so far from terrific discussant Anne Chiang.

Which bubble tea flavor to choose when it comes to the many tasty emerging ADC options for SCLC???

Hopefully note investment into science/biomarkers will help!
@Annechiangmd

[Stephen V Liu, MD @StephenVLiu]

We now have TWO studies showing B7-H3 ADCs vastly superior to standard topotecan for relapsed SCLC: tam-peli and ris-rez. These studies were different - different agents, different baseline demographics of pts, etc - but the outcomes were similar, control arms performed similarly. These trials reinforce each other. Looking forward to global studies and to first-line studies. The ADC era soundly here for SCLC and these will replace chemotherapy across lines, in my opinion. #WCLC26

[Jacob Plieth @JacobPlieth]

In Harmoni-2 Keytruda outperformed KN-042, and still $SMMT ivonescimab beat it on OS.
Yes, I know KN-042 is 10 years old, and I know these are China data, but still this is good.
HR=0.73 beats analyst expectations (~0.77) #WCLC26

[Paras Sharma @paras_biotech]

ADC field's uneven maturity: Diversification in targets, consolidation in payloads

Source: https://t.co/YVsfkglVK5

[Yakup Ergün @dr_yakupergun]

Targeted therapies in advanced non-small-cell lung cancer: new biomarkers and treatment strategies
https://t.co/Ynz05XDVlI

[Ohad Hammer @ohadhammer]

SCLC landscape from Guggenheim.
Great to see how TCEs and ADCs are transforming this aggrsessive tumor type.
$AMGN's Imdelltra will probably become SOC in first line as maintenance (study hit OS but still no data) leaving 2nd line to ADCs where there are 3 validated targets (B7H3, DLL3, SEZ6) that look very effective.
Daiichi's B7H3 will reach the market first but $ZLAB, $IDYA and $ABBV recently started P3s.
Long term could ADCs replace 1st line chemo followed by maintenance DLL3 TCE+ PDL1 ?

[FirstWord Pharma @fwpharma]

Novartis chooses Alteogen tech for subcutaneous drug ambitions $NVS https://t.co/TLzPrTe0mM