Sam Fazeli

Director of Research, Global Industries, Bloomberg Intelligence. Views my own. Not recommending buy/hold/sell.

[Sam Fazeli @SamFazeli8]

@ChildrenNeedUs_ @adamfeuerstein She mentioned it later: even though they had set exclusion criteria they still ended up with quite a few patients from the excluded groups

[Sam Fazeli @SamFazeli8]

@tompowles1 @Annals_Oncology @OncoAlert @DrChoueiri Gave you flashbacks to EV302?

[Sam Fazeli @SamFazeli8]

@adamfeuerstein Brings tears to your eyes

[Sam Fazeli @SamFazeli8]

@JacobPlieth @adamfeuerstein It’s the kind of discussion you want though. I have sat through too many that don’t really do their job

[Sam Fazeli @SamFazeli8]

@adamfeuerstein So will $SMMT raise tomorrow? And how much?

[Sam Fazeli @SamFazeli8]

@adamfeuerstein It’s looking great

[Sam Fazeli @SamFazeli8]

@MaverickNY @adamfeuerstein @matthewherper Let’s have a thought experiment: assume that the key future for these bispex is trop-2 ADC combination - so who is the best partner for ivonescimab given what we have seen from sacTMT vs Trodelvy vs Datroway?

[Sam Fazeli @SamFazeli8]

@pemulisking @matthewherper @avidresearch @adamfeuerstein We are all trying to find holes in it, which natural. But all caveats aside, this good as it opens the door for combo studies. Even if the ex-China data is weaker at 0.76 for example, that’s still good for a first generation.

[Sam Fazeli @SamFazeli8]

@adamfeuerstein Great data - especially that it’s similar in G12C patients

[Sam Fazeli @SamFazeli8]

@daphnezohar @jrkelly Couldn’t have said it better. I am serious when I say we may need a group formed by impartial industry focused patient-centric executive to deliver a coherent message about the real problems. Are BIO and PhRMA delivering these?

[Sam Fazeli @SamFazeli8]

@jrkelly @daphnezohar Totally agree - and that is a real issue but start up funding has not disappeared

[Sam Fazeli @SamFazeli8]

@daphnezohar @jrkelly So much energy is being spent on this topic whilst all we need to do is double down on science funding and keep the brilliant brains behind US biotech in the US, wherever they come from.

[Sam Fazeli @SamFazeli8]

@adamfeuerstein @PersimmonTI Here you go: HR 0.55 immature on first interim below the required HR of 0.61

[Sam Fazeli @SamFazeli8]

@adamfeuerstein @PersimmonTI Looks like people want at least 6 months - let’s see what sacTMT shows

[Sam Fazeli @SamFazeli8]

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https://t.co/omv7JBydi8

[Sam Fazeli @SamFazeli8]

@adamfeuerstein It’s a bit silly to palpitate at all :-)

[Sam Fazeli @SamFazeli8]

Some people will get heart palpitations about this deal on the eve of #ASCO2026 https://t.co/1JXAd88mOw

[Sam Fazeli @SamFazeli8]

@avidresearch May be that’s why VCs have cut so much on oncology funding

[Sam Fazeli @SamFazeli8]

@avidresearch And this: https://t.co/cQMNuS1YSJ