RTW Investments, LP

Life sciences investment and innovation firm investing across the full life cycle of companies NYC | London | Shanghai

[RTW Investments, LP @RtwLp]

Cancer affects everyone. Whether it's a friend, family member, or even yourself, the disease is ubiquitous.

Ahead of #ASCO2026, the largest cancer conference in the world, Chief Business Officer @stephaniesirota and Senior Research Analyst Chris Liu sit down to discuss the latest in oncology, the evolution of treatments, and the growing innovation between the U.S. and China.

Listen here: https://t.co/7tXRHIBtlb

[RTW Investments, LP @RtwLp]

GLP-1s started in diabetes. Now they span heart failure, kidney disease, sleep apnea, fatty liver, and osteoarthritis, conditions that rank among the leading causes of death in Western society. As their applicability grows, so does the investment opportunity.
"It is probably the most significant medical advance in terms of the sheer numbers of impact that we've seen in a couple of decades," says RTW CIO @docrodwong.

[RTW Investments, LP @RtwLp]

Oncology innovation between the U.S. and China has been a hot topic in the biotech and pharma space.

Learn more from Senior Research Analyst Chris Liu and Chief Business Officer @stephaniesirota in this RTW podcast: https://t.co/JxLlAj4nzg

[RTW Investments, LP @RtwLp]

Pancreatic cancer is the third-leading cause of cancer death in the United States, and a breakthrough is on the horizon.

Chris Liu and @stephaniesirota dive into why this cancer is so deadly and how researchers might have a new solution to the problem: https://t.co/JxLlAj4nzg

[RTW Investments, LP @RtwLp]

@docrodwong, Naveen Yalamanchi, John Wasilewski, and Julia Harper recently attended the 2026 @GoldmanSachs U.S. Hedge Fund Symposium at Yankee Stadium. The RTW team enjoyed the opportunity to share insights with fellow attendees at the event.

[RTW Investments, LP @RtwLp]

Managing Partner and Chief Investment Officer @docrodwong will be speaking on the panel "The Hedge Fund Edge Amidst Seismic Change" at @UBS's 2026 U.S. Family Office Summit on June 16th. Rod will be sharing his perspective on the market themes and industry dynamics shaping the biotech investment landscape today.

[RTW Investments, LP @RtwLp]

At #ASCO2026, @celcuity CEO Brian Sullivan joined RTW's Chief Business Officer @stephaniesirota for a coffee break. Brian shared that Celcuity is addressing a complex pathway that is akin to solving a riddle. He discussed his non-scientific background giving him an advantage when looking at problems through a different lens unencumbered by predispositions.

[RTW Investments, LP @RtwLp]

In our #ASCO2026 coffee break miniseries, RTW CBO @stephaniesirota chatted with Dr. Shannon Morris, Chief Medical Officer of @Erasca. Dr. Morris shared the story behind Erasca's name and what it took to pursue a corner of oncology that was historically considered undruggable. The mic drop moment is when Dr. Morris shares that RAS mutations drive 30% of all tumor types.

[RTW Investments, LP @RtwLp]

40,000 oncologists gathered in Chicago for #ASCO2026, and the breakthroughs came from biotech, not big pharma.

• For the first time in ASCO's 61-year history, a cancer drug from China took center stage.
• Pancreatic cancer patients on a new RAS inhibitor survived nearly twice as long as those on chemotherapy.
• A new breast cancer therapy more than doubled progression-free survival over the current standard of care, with fewer side effects.

RTW's team followed the data live from Chicago. Read the full breakdown here: https://t.co/t8jlBxHYn3

[RTW Investments, LP @RtwLp]

RTW's Senior Research Analyst Chris Liu and Chief Business Officer @stephaniesirota chatted during a quick coffee break at #ASCO2026. Standouts from the plenary session was the standing ovation for @RevMedicines 's readout in pancreatic cancer and @AkesoInc's China study for lung cancer patients. It's a promising time for cancer development, a turning point for patients, and an opportunistic moment for biotech investors.

[RTW Investments, LP @RtwLp]

We're excited to announce that Daniel Glynn has joined RTW Investments as a Managing Director, Private Wealth on the firm's Strategic Partnerships team.

[RTW Investments, LP @RtwLp]

After a decade without major breakthrough data, #ASCO2026 marked a turning point in the oncology space. RTW CIO @docrodwong, CBO @stephaniesirota, and Senior Research Analyst Chris Liu reflect on what's driving renewed excitement in pancreatic cancer and breast cancer, and what it means for patients and investors alike ⬇️

[RTW Investments, LP @RtwLp]

Some cancers are still being treated with older therapies, but that is changing.

Senior Research Analyst Chris Liu highlights these gaps in this RTW podcast episode with Chief Business Officer @stephaniesirota: https://t.co/JxLlAj4nzg

[RTW Investments, LP @RtwLp]

Due to the ever-evolving nature of cancer, treatments are also constantly in development in order to stay ahead of the disease.

Tune into this RTW podcast episode with Senior Research Analyst Chris Liu and Chief Business Officer @stephaniesirota: https://t.co/JxLlAj4nzg

[RTW Investments, LP @RtwLp]

Biopharma profits aren't guaranteed: they're finite cash flows exposed to patent cliffs, payer pressure, and uncertain pipelines. One number puts it in perspective: the combined market cap of the world's major biopharma companies at $4.3 trillion still trails NVIDIA alone.

[RTW Investments, LP @RtwLp]

Senior Research Analyst Niu (Chris) Liu shares how losing a childhood friend to cancer shaped the way he thinks about oncology investing — and why every decision in drug development matters. Watch for a powerful conversation on purpose, responsibility, and the urgency of getting the most promising therapies to patients faster.

[RTW Investments, LP @RtwLp]

For oncology investors, researchers, and physicians, #ASCO2026 is more than just a conference. It’s where the future of cancer care often comes into focus. RTW oncology analysts Lauren Lee and Chris Liu discuss why ASCO remains one of the most important moments of the year in cancer research, investment, and patient care.

[RTW Investments, LP @RtwLp]

https://t.co/LLaWUEaUJU

[RTW Investments, LP @RtwLp]

RAS mutations fuel 90% of pancreatic cancers, ~40% of colorectal cancers and ~30% of lung cancers. While these cancers have a reputation of being difficult to treat, that may finally be changing.

We break down what the latest developments mean for oncology ahead of #ASCO2026.

[RTW Investments, LP @RtwLp]

At #ASCO2026, the largest gathering of cancer researchers in the world, major Phase 3 study readouts could reshape the future of cancer care. Research Analyst Lauren Lee breaks down why investors and oncologists are watching closely — from potentially practice-changing breast cancer data to the growing momentum behind next-generation targeted therapies.