たや

Medchem,
views posted here is on my own

[たや @taxyach]

megaはいいなぁ

[Minhua Chu @chuminhua432]

🇨🇳Innovent strikes another mega‑deal. https://t.co/RiwJz0qbyX

The China biopharma will receive $650M upfront and could earn up to $9.85B as it teams with $PFE to co‑advance 12 oncology assets — including early‑stage ADCs with novel payloads and multi‑specific antibodies.

12 assets include 8 early-stage assets originating at Innovent and 4 Pfizer-proposed discovery programmes

Under the structure:
• Pfizer gets 4 global licenses + 4 ex‑China rights, covering most global development.
• The remaining 4 programs will be co‑developed globally, with co‑commercialization in the US/EU/UK and Innovent keeping Greater China rights.
• Innovent also receives double‑digit royalties on licensed products.

This comes just months after Innovent signed an $8B+ oncology/immunology deal with $LLY .

[Oncology Brothers @OncBrothers]

DatoDXd now @US_FDA ✅ in 1L mTNBC in PDL1 negative/IO ineligible based off TROPION-Breast02

- mPFS 10.8 vs 5.6mos (HR: 0.57)
- mOS 23.7 vs. 18.7mos (HR: 0.79)
- ORR 62.5% vs. 29.3%
- Common AEs: mucositis & occular AEs

#OncTwitter #bcsm @OncUpdates

[たや @taxyach]

何人関わってんだよ
https://t.co/IW2vOfqXhM

[たや @taxyach]

初めてのPROTACが世に出そうでなにより

[FiercePharma @FiercePharma]

Pfizer and Arvinas have found a licensee to take their newly approved breast cancer med to market
https://t.co/UHcbkMpIRK

[たや @taxyach]

すごいなぁ

[FierceBiotech @FierceBiotech]

Bristol Myers Squibb has formed a broad partnership with Hengrui Pharma, paying $600 million upfront to advance 13 early-stage programs from across the two companies’ pipelines. The deal could be worth up to $15.2 billion. https://t.co/WF7npVLvLw

[たや @taxyach]

@TasukuIshida1 交差性あるんですかね

[たや @taxyach]

@HeiGPT2 @sutadon_ikouze ちなみに、この部分の変換ってrevmedも使っていて、G12V selectiveの5127の構造に入ってます

[たや @taxyach]

@HeiGPT2 @sutadon_ikouze revmedのクレーム範囲まで確認していませんが、この変換はかなり活性上げるはず。進歩性がどこまで成立するか気になります。

[たや @taxyach]

納得だなー。見事に分解しないtricomplexの弱点を抑えてる

[Ingo Hartung @HartungIngo]

RevMed didn’t disappoint once again #AACR26. CSO Jacqueline Smith introducing a new generation of resistance-breaking tricomplex inhibitors. Moving from steric blocking of Ras-Raf interactions to induced catalytic GTP hydrolysis with RM-055. Spectacular cellular & in vivo data.

[FierceBiotech @FierceBiotech]

Eli Lilly has agreed to a $300 million biobuck acquisition of CrossBridge Bio, aiming to advance its dual-payload ADC pipeline https://t.co/P0YpkTqegz $LLY

[たや @taxyach]

今年もAACR楽しみ🥳

[Dr.Monica Avila @MAvilaMD]

PYNNACLE phase II p53 reactivated against TP53 Y220Cm patients with platinum resistant #ovariancancer with ORR44% (1 radiographic CR). TP53 Y220C VAF decline seems to correlate to radiographic response! #SGOAM26 @SGO_org

[たや @taxyach]

膵臓がん治療が大きく変わった瞬間https://t.co/6HUMCTp2hX

[Minhua Chu @chuminhua432]

🇨🇳Biocytogen announced a platform license agreement with Taisho Pharmaceutical, granting access to its RenNano® fully human heavy chain-only antibody discovery platform for internal R&D. https://t.co/1x91ocmdK9

Under the terms of the agreement, Taisho will leverage RenNano® mice to enable the generation and screening of fully human HCAbs in vivo and to support downstream research associated with antibody discovery. Financial terms of the agreement have not been disclosed.

[たや @taxyach]

中国への投資が加速化してきたなぁ

[Minhua Chu @chuminhua432]

Novartis $NVS announced plans to significantly expand its R&D, manufacturing, and operational footprint in China, with planned investment exceeding RMB 3.3 billion (USD ~460M). https://t.co/dzZLdNuxYp

The announcement was made at the China Development Forum in Beijing, attended by Novartis CEO Vas Narasimhan, marking his eighth participation in the event.

China is now Novartis’ second‑largest global market.

Key investments include a RMB 1.5B expansion and upgrade of its Beijing Changping manufacturing site, a RMB 1.8B Phase II expansion of its Shanghai campus, and a RMB 600M radioligand manufacturing facility in Zhejiang—China’s first of its kind—supporting faster access to radioligand therapies for cancer patients.
#Novartis #ChinaInvestment #PharmaManufacturing #RAndD
#HealthcareInnovation #RadioligandTherapy #ChinaPharma #LifeSciences #GlobalPharma

[たや @taxyach]

@HeiGPT2 分野が違うので文化も違うのかもですが、奨学金出して学業を優先させてあげてって思ってしまいます

[たや @taxyach]

これはアカデミアから反発ないのかなhttps://t.co/nJGZDADTLv

[たや @taxyach]

@kenya_ueno 無事死亡

[たや @taxyach]

LLMの進化が一定程度落ち着いた気がするから、創薬にどう使えるかの知見をそろそろ真面目に集めないといけない気がしてきた。