@ohadhammer Ohad Hammer

Ohad Hammer posts on X about market cap, $barcl, $gmab, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [-------] -91%
• [--] Month [---------] +19,309%
• [--] Months [---------] +3,329%
• [--] Year [---------] +1,065%

Mentions: [--] #

• [--] Month [--] -38%
• [--] Months [--] +3.50%
• [--] Year [--] +13%

Followers: [-----] #

• [--] Week [-----] +0.01%
• [--] Month [-----] +0.72%
• [--] Months [-----] +7.60%
• [--] Year [-----] +15%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 18.69% finance 6.54% technology brands 1.87% countries 0.93% cryptocurrencies 0.93%

Social topic influence market cap 5.61%, $barcl 4.67%, $gmab 3.74%, in the 2.8%, $lly 2.8%, $8750t 2.8%, $amgns 2.8%, $mltx 2.8%, rates 2.8%, just a 2.8%

Top accounts mentioned or mentioned by @rnaianalyst @bertrandbio @adar170 @ronenbergman @shadikhalloul @naftalibennett @jq1234t @johnbresnahan @raffcolo @rspharmdphd @myesmo @gerardcaelles @sciencescanner @archimedes20311 @financebully @przemek2019 @josephramelli

Top assets mentioned Eli Lilly and Company (LLY) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Revolution Medicines, Inc. (RVMD) Vera Therapeutics, Inc. (VERA) Novartis AG (NVS) Merus N.V. Common Shares (MRUS) Morgan Stanley (MS) Seagen Inc (SGEN) Nuvalent, Inc. (NUVL) Alnylam Pharmaceuticals, Inc. (ALNY) Merck & Co., Inc. (MRK) Avidity Biosciences, Inc. (RNA) Mineralys Therapeutics, Inc. (MLYS) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Cytokinetics Inc. (CYTK) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Structure Therapeutics Inc. (GPCR) Kymera Therapeutics, Inc. (KYMR) Abivax SA (ABVX) Erasca, Inc. (ERAS) Adlai Nortye Ltd (ANL) Sanofi (SNY) Regeneron Pharmaceuticals Inc (REGN) Johnson & Johnson (JNJ) CRISPR Therapeutics AG (CRSP) Intellia Therapeutics, Inc (NTLA) GLP1 (GLP1) Climb Bio, Inc (CLYM) Cullinan Management, Inc. (CGEM) Protagonist Therapeutics, Inc (PTGX) Elevation Oncology, Inc. (ELEV) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Bicara Therapeutics Inc. (BCAX) Cogent Biosciences, Inc. Common Stock (COGT) Exelixis Inc (EXEL) ADC Therapeutics SA (ADCT) ACELYRIN, Inc. (SLRN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Interesting results from RBC's survey (50 funds) about M&A candidates sheds light on market perception (not necessarily reflects pharma's priorities). With the exception of $RVMD oncology companies look out of favor. Cardio/met seems to be the hottest sector ( $MLYS $NAMS $CYTK $MDGL $GPCR) with multiple popular I&I names ( $ABVX $VERA $KYMR) https://twitter.com/i/web/status/2001656597202731233 https://twitter.com/i/web/status/2001656597202731233"
X Link 2025-12-18T14:11Z [----] followers, 29.8K engagements

"Next gen obesity pipeline in one slide from GS benchmarked against Wegovy and Zepbound. It still looks like adding new MOAs (amylin glucagon) has an incremental effect and most new features will be related to patient convenience and tolerability. Bonus question: who can find a typo in the graph 🧐 https://twitter.com/i/web/status/2016094033391526399 https://twitter.com/i/web/status/2016094033391526399"
X Link 2026-01-27T10:20Z [----] followers, 16.2K engagements

"Similar story in SCLC with ADCs targeting B7H3 DLL3 SEZ6 all reporting strong efficacy. 15+ programs in the clinic most will finish the race empty handed (Table from Jefferies' note on $ZLAB) Fascinating dynamics in ovarian cancer with multiple ADC programs demonstrating a 50% ORR. FRa in the lead ( $GMAB and $LLY in P3s AZ reported today) CDH6 in P2 (Daiichi reporting P2 data later today) and NaPi2b (Tubulis presented strong results today) in P1. All programs https://t.co/5uhlWpXhKF Fascinating dynamics in ovarian cancer with multiple ADC programs demonstrating a 50% ORR. FRa in the lead ("
X Link 2025-10-22T06:32Z [----] followers, 17.9K engagements

"RT @ronenbergman: "
X Link 2026-02-15T07:28Z [----] followers, [--] engagements

"RT @shadikhalloul: I am a native Aramaic Christian living in Israel and I just watched Tucker Carlsons propaganda aimed at deceiving West"
X Link 2026-02-07T16:14Z [----] followers, [---] engagements

"RT @naftalibennett: . "
X Link 2026-02-15T17:10Z [----] followers, [---] engagements

"RAS landscape from $ERAS' corporate deck. Surprisingly sparse imo maybe because of technical issues (finding good inhibitors tri-complex or degraders) Three pure plays are $RVMD (P3 $18.6B) $ERAS (P1 $3.7B) and $ANL (P1 just started $350M) with three pan-RAS programs that look mechanistically similar. $ERAS and $ANL have more potent compounds and need lower doses but still unclear if this leads to a different clinical profile. https://twitter.com/i/web/status/2023333028278554956 https://twitter.com/i/web/status/2023333028278554956"
X Link 2026-02-16T09:46Z [----] followers, [----] engagements

"@jq1234t Still they will need to maintain these levels of revs for 8-9 years just to get to 2x on their acquisition price. Maybe they find a pipeline program that replaces some of those revenues who knows"
X Link 2023-12-26T17:39Z [--] followers, [---] engagements

"I don't know if $KYMR's new immunology programs pan out in the clinic but their preclinical data packages are so robust and elegant from genetic validation to translational work 👏.It's refreshing to see a company that doesn't go after incremental improvements for. /1"
X Link 2024-01-09T06:45Z [----] followers, 20K engagements

"P1 results for $AMGNs next-gen STEAP1xCD3 T cell engager are out. Good to see progress with T cell engagers in solid tumors on the hills of tarlatamabs (DLL3 T cell engager) P2 in SCLC. The good news: new formats induce a high response rate (59% PSA50 41% RECIST PR at high doses see waterfall plots). The bad news: Similarly to tarlatamab most responses are short lived and resistance emerges quickly resulting in a disappointing PFS (although there were some long term responders) https://aacrjournals.org/cancerdiscovery/article/14/1/76/732544/Xaluritamig-a-STEAP1-CD3-XmAb-2-1-Immune-Therapy"
X Link 2024-01-17T09:39Z [----] followers, 11.9K engagements

"Wet AMD competitive landscape from Wedbush's $RGNX note this morning"
X Link 2024-01-17T15:46Z [----] followers, [----] engagements

"CARs for I&I in the clinic [--] active programs in lupus (Source: Jefferies)"
X Link 2024-02-05T09:48Z [----] followers, 16.8K engagements

"These biopharma M&A charts from BTIG show what a phenomenal year [----] was in terms of M&A. Second only to [----] which had Takeda/Shire (64B deal which btw is higher than Takeda's market cap today)"
X Link 2024-02-13T07:04Z [----] followers, [----] engagements

"Report from Jefferies discusses CSU data from AAAAI24 $CLDX's cKIT looks superior to BTK inhibitors (but both classes look active). Will it be enough to justify monthly injections I personally think it would"
X Link 2024-02-27T16:17Z [----] followers, [----] engagements

"No doubt $VKTX's data are stellar when compared to $LLY's tirz (figures from Jefferies) but important to remember we are comparing cohorts of n=35 to cohorts of n=630. Those peak sales predictions for LLY's GLP franchise are unimaginable 🤯"
X Link 2024-02-28T09:48Z [----] followers, 23K engagements

"If NLRP3 inhibition is so important in weight loss shouldn't we expect to see obesity in humans with NLRP3 gain-of-function mutations (CAPS DFN34 KFH) 🤔"
X Link 2024-03-13T11:34Z [----] followers, [----] engagements

"ADC and radiopharma deals from Truist. Funny to think how [--] years ago most pharmas (besides Daiichi of course) didn't want to touch neither ADCs nor radioTx. Table excludes several smaller ADC deals (Sanofi has a topo1 CEACAM5 ADC from Seagen Merck with Kelun Lilly with Immunogen and Emergence etc). Only big pharma vocal about avoiding ADCs is $NVS I think (not sure about $REGN)"
X Link 2024-03-25T14:00Z [----] followers, 20.8K engagements

"Top companies and drugs by sales in [----] from Nature Reviews Drug Discovery. $LLY and $NOVO are not on the list (they will be next year of course.). Just shows how forward looking our industry is as both have higher market caps than any of the top [--] companies https://www.nature.com/articles/d41573-024-00041-3 https://www.nature.com/articles/d41573-024-00041-3"
X Link 2024-04-07T12:01Z [----] followers, 11.8K engagements

"$ABBV's Jak inhibitor just reached $4B rev run rate not bad for a class many of us have written off in favor Tyk2. Still growing rapidly and last month it demonstrated superiority over Dupixent in AD. https://news.abbvie.com/2024-04-25-New-Data-Show-RINVOQ-R-upadacitinib-Demonstrated-Superiority-Versus-DUPIXENT-R-dupilumab-Across-Primary-and-All-Secondary-Endpoints-in-an-Open-Label-Head-to-Head-Atopic-Dermatitis-Study"
X Link 2024-05-07T08:50Z [----] followers, [----] engagements

"Bispecifics are making a comeback not only in oncology ( $AMGN's recent approval) but also in immunology where IL13 and TSLP are the most popular targets. Tables below from Jefferies"
X Link 2024-05-21T11:47Z [----] followers, 29.7K engagements

"$CADL's data set has multiple red flags: -OS without a control arm is meaningless the term "improved survival" in the PR is misleading - No objective responses - Evaluable population is 60% of enrolled patients (and we know the other 40% did much worse because ITT OS is lower) -Bleak history with localized onc viruses in general"
X Link 2024-05-24T10:41Z [----] followers, 81K engagements

"Monster deal today $1.25B for a P1 program (IL4RxIL31). Interesting that $JNJ is betting on IL-31 which is clinically validated for itch rather than TSLP (a more classic Th2 cytokine) which is pursued by other pharmas. Differentiation def paid off for Numab https://finance.yahoo.com/news/numab-therapeutics-announces-johnson-johnson-113500815.html Bispecifics are making a comeback not only in oncology ( $AMGN's recent approval) but also in immunology where IL13 and TSLP are the most popular targets. Tables below from Jefferies. https://t.co/JG8KneSbtX"
X Link 2024-05-28T12:38Z [----] followers, 15.7K engagements

"Novel MOAs in I&I (excluding CARs) from Morgan Stanley excellent report"
X Link 2024-06-13T09:57Z [----] followers, 11.6K engagements

"Biotech IPOs 2000-2024 from Cantor"
X Link 2024-06-14T19:24Z [----] followers, 22.6K engagements

"@john_bresnahan IMO AAV GTx NK (cells and engagers) and smol onc are the most abandoned segments after being super hot 3-4 years ago are"
X Link 2024-07-02T07:11Z [----] followers, [---] engagements

"HS data for different IL17 program (Jefferies) $SLRN $MLTX"
X Link 2024-08-14T06:25Z [----] followers, 12.7K engagements

"Approved bispecifics from Leerink's report on $XNCR. Most successful formats are Duobody ( $GMAB) and Crossmab (Roche). It took $AMGN [--] years to approve a 2nd BiTE"
X Link 2024-08-22T10:30Z [----] followers, 11.7K engagements

"IBD drug classes approved and in clin development (from Wedbush). Pfizer's TL1Axp40 looks super interesting P1 was completed [--] months ago and still no P2. They have a IL13xTSLP bispecific for AD which also looks promising mechanistically"
X Link 2024-09-04T06:09Z [----] followers, [----] engagements

"Good analysis from nbt on biotech VC trends. Validates what most of us have been seeing: fewer but larger deals IPOs now a secondary source of funding GTx interest non-existent heavy onc bias fueled by ADCs and radiopharmaceuticals https://www.nature.com/articles/s41587-024-02357-2 https://www.nature.com/articles/s41587-024-02357-2"
X Link 2024-09-16T07:48Z [----] followers, [----] engagements

"A new comprehensive report from Jones reminding us gene editing still exists and making progress (despite being out of fashion). Crazy to think how hot $EDIT $CRSP and $NTLA were 5-6 years ago"
X Link 2024-09-18T09:06Z [----] followers, 13K engagements

"@raffcolo The curse of site specific DAR2 MMAE. People have been trying for years to improve TI with these approaches (engineered cysteines transglutaminase etc) but always get an inferior product"
X Link 2024-09-22T19:10Z [----] followers, [----] engagements

"Great comparison from Morgan Stanley's analysts of new and next gen therapies for psoriasis. I think oral drugs (esp Tyk2 but also "oral biologics" like IL23 and IL17) will have a hard time competing with approved and half-life extended IL23 antibodies. Small molecules are unlikely to obtain the selectivity and safety profile seen with antibodies imo"
X Link 2024-10-27T07:32Z [----] followers, 26.5K engagements

"@BertrandBio They have this table overall looks quite safe slight increase in infections with IL23/IL17 in some studies"
X Link 2024-10-27T12:34Z [----] followers, [----] engagements

"Psoriasis and IBD landscapes useful market figures from Wedbush ( $PTGX initiation). Hard to explain how Otezla is doing so well (declining sales but still $2B in 2023) despite very modest efficacy while Sotyktu is struggling"
X Link 2024-11-05T10:46Z [----] followers, 17.2K engagements

"Good landscape review slides from $BNTX's R&D day about current use of PD(L)1 and the opportunity for PD1/VEGF bispecifics. Their focus is on TNBC NSCLC and SCLC including low PDL1 subsets. https://investors.biontech.de/system/files-encrypted/nasdaq_kms/assets/2024/11/15/8-30-55/Innovation%2BSeries%2BR%26D%2BDay%2B2024%20%281%29.pdf https://investors.biontech.de/system/files-encrypted/nasdaq_kms/assets/2024/11/15/8-30-55/Innovation%2BSeries%2BR%26D%2BDay%2B2024%20%281%29.pdf"
X Link 2024-11-17T06:49Z [----] followers, [----] engagements

"Breast cancer market forecast from Nature Reviews Drug Discovery. Most of the growth is coming from existing classes: HER2 (mostly ADCs like Enhertu) and CDK inhibitors (probably next gen selective CDK4s and CDK2s). They assign a surprisingly low market share for next gen SERDs. https://www.nature.com/articles/d41573-024-00133-0 https://www.nature.com/articles/d41573-024-00133-0"
X Link 2024-12-04T07:44Z [----] followers, 10.4K engagements

"Good ADC review slides from Beacon (Hanson Wade). Targets slide reflects the fact that most ADC shops have a TROP2 B7H3 cMET and a HER3 program. PSMA also with a high score but I think their analysis includes targeted radiotherapy as well. Approvals should pick up again next year (TROP2 in EGFRm NSCLC cMET in NSCLC B7H3 in SCLC HER3 in EGFRm NSCLC and maybe CDH6 for ovarian cancer)"
X Link 2024-12-06T15:48Z [----] followers, 13.8K engagements

"Some commercial and landscape slides from $APGE's recent investor day. Interesting to see how some biologics are still uncommon in some indications. Slide on Dupi's sales trajectory also very cool"
X Link 2024-12-09T09:01Z [----] followers, [----] engagements

"Going over multiple myeloma updates from #ASH2024 it's amazing how irrelevant Celgene (now BMS) has become. It used to be the undisputed leader of the field and now the only class it dominates is incrementally improved IMiDs. They did try to get into novel MOAs (CD38 from Morphosys BCMA CART from Bluebird BCMA T cell engagers etc.) but always bet on the wrong program or were just too slow"
X Link 2024-12-09T16:12Z [----] followers, [----] engagements

"SERDs in 2L+ breast cancer (table from Barclays). IMO efficacy with next gen oral SERDs are underwhelming def not justifying the huge amounts of resources allocated to it by the industry. Huge P3 programs based on PFS and disease control rate in non-randomized studies. LLY's SERD couldn't beat fulvestrant in all comers and looks inferior to ELA (an approved SERD) in ESR-muts"
X Link 2024-12-16T09:58Z [----] followers, [----] engagements

"Biotech IPOs and M&A deals from Barclays. IPO dynamics continue to improve gradually but still a long way from 2021-2022 levels M&A activity at a decade+ low"
X Link 2024-12-17T12:46Z [----] followers, [----] engagements

"Top product forecasts for [----] from NRDC. List dominated by obesity (GLP1) oncology (PD1 CD38) and immunology (IL13 IL23). Interesting to think most of these products garnered very limited interest when they entered the clinic https://www.nature.com/articles/d41573-024-00199-w https://www.nature.com/articles/d41573-024-00199-w"
X Link 2025-01-08T07:58Z [----] followers, [----] engagements

"@RSPharmDPhD I was surprised to see an HIV drug on the list. I would have combined Ozempic/Wegovy and Mounjaro/Zepbound. There are no oncology small molecule drugs or CNS drugs which is also surprising"
X Link 2025-01-08T15:53Z [----] followers, [---] engagements

"There is going to be a rude awakening for the entire T cell engager immunology field. These drugs are not suitable for deep long term B cell depletion. $IGMS back to drawing bod pivot to I&I failed https://t.co/dAxLaRD56r $CGEM $CLYM $IGMS back to drawing bod pivot to I&I failed https://t.co/dAxLaRD56r $CGEM $CLYM"
X Link 2025-01-09T20:01Z [----] followers, 33.7K engagements

"BioPharma M&A $5Bn Since [----] (From Guggenheim)"
X Link 2025-01-13T13:10Z [----] followers, 16K engagements

"$PTGX Jefferies putting icotrokinra's (oral IL23i) P3 data in context this is by far the best oral drug in psoriasis to date but it still demonstrates how hard it is to compete with biologics when trying to take out an extracellular target. Will be interesting to see how the drug would compete with long acting biologics (like $ORKA's q24w IL23 mAb)"
X Link 2025-02-05T04:06Z [----] followers, 11.4K engagements

"TL1A data in IBD (from JPM) Interesting to see that despite a wide range of placebo responses (1.5% to 20%) there is a similar placebo-adjusted effect (20%-27%)"
X Link 2025-02-24T07:56Z [----] followers, 11.7K engagements

"$STRO is a good example of how broken the public biotech investing model is. At first glance its a screaming buy with a market cap of $67M and $317M cash as of Dec [----] but like many other Smid biotechs the key issue is an out of control cash burn. After a reorg and work force reduction the company is focusing on [--] preclin ADC programs which are expected to enter the clinic in 2H [----] and 2H [----] respectively. According to the their forecast they will burn 150M per year in the next two years and employ [---] employees (based on their 10K)- not very capital efficient to for a couple of"
X Link 2025-03-17T14:13Z [----] followers, 55.4K engagements

"The terminations of tubulin ADC programs from $STRO and $ELEV may be just a prelude to what will happen to many topo1-based ADCs. The next "discontinuation" wave will probably include TROP2 HER3 B7H3 as the market cannot support [--] undifferentiated products per target. Some of these programs have already been allocated hundreds of millions in research funding and licensing cost"
X Link 2025-03-23T22:58Z [----] followers, 25K engagements

"$SWTX provides another example for how tough public biotech markets have become. We finally have a big exit but even with a $3.4B price tag the 5- year return is 53% compared to 95% for the S&P"
X Link 2025-04-29T10:00Z [----] followers, [----] engagements

"Wet AMD pipeline and gene therapy data (from Barclays)"
X Link 2025-05-19T12:55Z [----] followers, [----] engagements

"Updated comparison of data from $MRUS and $BCAX in head and neck cancer (Tables from GS). Response rates def higher than what one would expect with pembro alone but pembro+cetuximab at the bottom should be viewed as the real benchmark imo. There is also a lot of emphasis on survival data which are typically irrelevant in P1 oncology trials. #ASCO25"
X Link 2025-05-26T07:01Z [----] followers, [----] engagements

"Interesting slides on the PD1 market from Morgan Stanley especially how each tumor type is dominated by different drugs despite the fact many view the different agents as interchangeable (at least biologically)"
X Link 2025-05-29T14:24Z [----] followers, 12.9K engagements

"Always nice to see a biotech acquisition that pays off Sibeprenlimab (anti-APRIL) was originally developed by Visterra which Otsuka acquired for $430M in [----]. At the time Visterra was a platform company focused on anti infective antibodies and Sibe was a preclinical program few were paying attention to but looks like this was the driver for Otsuka. [--] years later Otsuka has a first-in-class disease modifying therapy for a multi billion indication. While there will be competition of course (see figure from Wedbush) likelihood of making a decent return on Visterra seems much higher vs. a lot"
X Link 2025-06-09T11:24Z [----] followers, [----] engagements

"Could Immunogenicity be a major issue with bispecifics targeting soluble targets Spoke with an I&I company yesterday and they brought up two bsAb programs (interestingly both target IL1A + another cytokine) that had been terminated due to a high rate (83%-98%) of neutralizing antibodies (not just ADA). Amgen already published this in [----] and Pfizer posted results on There are other I&I bispecific programs that moved beyond P1 so need to see if this target specific or stems from other factors that might promote immune complex formation (monomer vs trimer soluble vs membrane). Shows again how"
X Link 2025-06-26T07:57Z [----] followers, 13.3K engagements

"A publication in CCR provides a more recent benchmark for next gen EGFR therapies in head and neck cancer. Cross trial comparison with $MRUS' data shows a relatively modest numerical difference for adding the LGR5 arm. (I used ITT analysis to make the comparison more reliable) ORR for peto is 33% (27/82) vs. 24% for cetuximab alone PFS for peto is probably [---] months vs. [---] months for cetuximab. This gap will likely be narrower in a randomized trial as open label studies tend to generate better efficacy values."
X Link 2025-07-02T07:45Z [----] followers, [----] engagements

"$COGT Strong data 👏 but unfortunately limited value creation for investors. Stock is down 30% over [--] years despite raising $525M during that period market cap today is only $1.1B"
X Link 2025-07-08T07:33Z [----] followers, [----] engagements

"New report from Jefferies titled " Shopping in China's Biotech Supermarket" includes some interesting analyses about the Chinese ecosystem and its prominent role as a source of programs esp in oncology"
X Link 2025-07-14T08:28Z [----] followers, 16.4K engagements

"IPF landscape data from TD Cowen It's a sobering report a huge opportunity ($4B sales for a suboptimal drug) but last approval was [--] years ago with multiple high profile failures (Autotaxin CTGF alphaV integrin.)"
X Link 2025-07-15T08:55Z [----] followers, [----] engagements

"IGAN landscape from a GS report (claims a $20B opportunity in the US based on 150k patients) Another B cell mediated indication that could potentially be transformed within 3-5 years. Lead MOAs are APRIL/BAFF CD38 and complement"
X Link 2025-08-11T09:45Z [----] followers, [----] engagements

"New agents for SCLC (focus on B7H3 ADCs) from JPM. Despite high initial response rates PFS remains underwhelming (4-5 months) still unclear if this is a feature inherent to SCLC or maybe B7H3 isn't the right target. Would be interesting to see efficacy for DLL3 and SEZ6 ADCs"
X Link 2025-08-18T10:51Z [----] followers, 10.8K engagements

"Approved and clinical stage drugs for HS from Leerink ahead of the highly anticipated $MLTX readout next month. In their scenario analysis they give a 75% likelihood of a positive readout (20% HiSCR75 placebo adjusted)"
X Link 2025-08-25T08:23Z [----] followers, 13.3K engagements

"Updated atopic dermatitis P3 data following Sanofi's OX40L readout (from Leerink). Looks like OX40L could become relevant in AD only in combination with other mechanisms given low efficacy vs. other targets"
X Link 2025-09-04T13:33Z [----] followers, [----] engagements

"Great slide on efficacy IBD with the different classes from Guggenheim. Placebo rates can be variable across studies but looks like new mechanisms can take remission rates from 10-15% (placebo adjusted) to 20-25% with novel agents. TL1A antiodies seem optimal in terms of eficacy and safety. Key question is around combining two MOAs currently being pursued with bispecifics and combination studies like $SYRE"
X Link 2025-09-16T07:16Z [----] followers, 15K engagements

"My new write-up on @myESMO $EXEL $ABEO $ESPR $SGEN http://www.orf-blog.com/biotech-portfolio-updates-esmo-2016-exelixis-abeona-esperion-and-seattle-genetics/ http://www.orf-blog.com/biotech-portfolio-updates-esmo-2016-exelixis-abeona-esperion-and-seattle-genetics/"
X Link 2016-11-07T12:14Z [----] followers, [--] engagements

"ADCs are still an active area (15 ADCs entered P1 last year) Nice signals in AML bladder and TNBC from $sgen in Q4 (ACS Med. Chem. Lett.)"
X Link 2016-12-21T08:06Z [----] followers, [--] engagements

"@adar170 Assuming TIGIT becomes a viable space and so far the totality of data are weak imo Don't forget $FTSV where they were based on unreliable signle arm AML/MDS combo data"
X Link 2021-12-08T13:13Z [----] followers, [--] engagements

"DLBCL review from Barclays. CD19 CARs and Polivy accelerating Zylonta ( $ADCT ) and Monjuvi ( $MOR ) struggling. CD20xCD3 next class to get approved hard to predict a winner and if they can be slotted before CARs but so far PFS of [--] months for glofitamab is disappointing imo"
X Link 2022-10-23T21:41Z [----] followers, [--] engagements

"This is how a next gen drug look like If you want to claim best in class potential you better show efficacy in last line patients. $NUVL has a 53% ORR vs. $TPTX who saw 0% and decided to go straight to 1st line without a randomized trial. NVL-520 efficacy impressive already. RR 48% but need to look at specific populations. With #ROS1 G2032R RR 78% (7/9) In pts with prior lorlatinib or repotrectinib RR 50% (9/18). Still in escalation and 76% of pts still on therapy. Median time to response: [---] weeks. #ENA2022 https://t.co/Qsly6PddXD NVL-520 efficacy impressive already. RR 48% but need to look"
X Link 2022-10-30T08:43Z [----] followers, [--] engagements

"1/12 Based on $FDMTs update last month their wAMD gene therapy (4D-150) works but it may not work well enough to disrupt the market. 4D-150s efficacy looks convincing: At the 36-week cutoff [--] out of [--] patients at the highest dose did not require rescue anti-VEGF"
X Link 2023-05-07T22:01Z [----] followers, 22.6K engagements

"Can someone explain the excitement around $SLRN / $MLTX and their IL17 programs From what I see these agents dont have a mechanistic edge over approved IL17A or IL17A/F drugs and differentiating features I have seen like small size albumin binding and ultra high affinity"
X Link 2023-06-07T07:48Z [----] followers, 16.6K engagements

"@RNAiAnalyst Do you also think $ALNY is out of the race as well Of all those tables comparing taf vs. acor one thing that sticks out is the early mortality signal with Onpattro (see fig from Barclays). Might be just a fluke but imo bodes well for Helios-B (vutrisiran) readout next year 🤞"
X Link 2023-08-28T11:44Z [----] followers, [----] engagements

"@RNAiAnalyst Cross trial comparisons and small numbers but in contrast to stabilizers $ALNY's Onpattro had a survival and CV benefit already at [--] and [--] months. Therefore silencers may be superior to stabilizers like tafamidis which mechanistically makes a lot of sense"
X Link 2023-08-28T12:02Z [----] followers, [---] engagements

"Wild prediction: $ALNY will have best in class efficacy next year and will take over TTR-CM market with quarterly subQ admin @RNAiAnalyst Do you also think $ALNY is out of the race as well Of all those tables comparing taf vs. acor one thing that sticks out is the early mortality signal with Onpattro (see fig from Barclays). Might be just a fluke but imo bodes well for Helios-B (vutrisiran) readout next year 🤞 https://t.co/V83Px5Hgrr @RNAiAnalyst Do you also think $ALNY is out of the race as well Of all those tables comparing taf vs. acor one thing that sticks out is the early mortality"
X Link 2023-08-28T12:56Z [----] followers, [----] engagements

"Promising initial results from $RVMD's G12C(ON) inhibitor post Lumakras to be presented at the triple meeting. Only [--] NSCLC patients but potentially best in class activity. Figure from Jefferies"
X Link 2023-10-12T07:22Z [----] followers, 13.5K engagements

"A lot of excitement around CD19 CARs for autoimmune diseases. What is the rationale of developing new autologous CD19 CARs when there are several approved and so many in clin development If $CABA's results next year are positive wouldn't $GILD/ $BMY/ $NVS jump right in"
X Link 2023-10-26T13:44Z [----] followers, 10.5K engagements

"Interesting prediction from Citi about $MRK in-licensing $AZN's PARP1 program (AZD5305). From AZ's perspective it would be hard to justify this deal given AZD5305's promising profile to date (figs from Yap TA AACR 2022) and combination potential"
X Link 2023-11-06T12:10Z [----] followers, [----] engagements

"@adar170 $NUVL truly has best in class inhibitors as opposed to $TPTX that had a ROS1 program with 0% response rate in last line patients"
X Link 2023-12-07T18:07Z [----] followers, [----] engagements

"Commercial performance of CAR-T products from $LEGN's deck. Autologous products likely to dominate the space in hemonc following setbacks with allo programs. Yescarta reached a $1.6B annual run rate"
X Link 2024-01-11T07:20Z [----] followers, 11.3K engagements

"Top onc drugs and classes from Cowen's report. Most of these franchises will be off patent within [--] years without life cycle management solutions (Keytruda Darzalex Opdivo Tagrisso Perjeta Imbruvica). Exceptions are Ibrance (Pfizer's selective CDK4) and Revlimid (Pomalyst)"
X Link 2024-03-04T07:19Z [----] followers, [----] engagements

"@BertrandBio 50-60% confirmed PSA50 response rate Let's see if $JANX can top that in a large sample size"
X Link 2024-09-19T10:06Z [----] followers, [----] engagements

"Biopharma patent expirations and loss of exclusivity (Jefferies)"
X Link 2024-09-22T12:17Z [----] followers, 66.2K engagements

"Sales of ADC products (Figure from Daiichi's oncology business event). HER2 breast cancer (Enhertu + Kadcyla) represents almost half of global sales. Remaining sales distributed across indications (Adcetris and Polivy for lymphomas Padcev for bladder and Trodelvy for triple-neg breast cancer). Tubulin binders (MMAE DM1/4) still the dominant payloads for commercial products"
X Link 2025-02-27T04:23Z [----] followers, [----] engagements

"IgAN landscape from Jefferies following $VERA's P3 readout. Otsuka's P3 data also expected this week"
X Link 2025-06-03T18:53Z [----] followers, [----] engagements

"Today is a great day for $RNA but it's also a good example for a common feature in successful public biotechs: the frustrating decoupling of share price and valuation. The company IPO'd in [----] at $18 representing a 675M market cap (37.5M shares outstanding). Today the stock is traded at $38 a nice x2.1 return but not as impressive as the x7.25 increase in market cap to $4.9B (129M shares outstanding). In other words shareholders only benefited from less than a third of the value created. https://twitter.com/i/web/status/1932060461911945366 https://twitter.com/i/web/status/1932060461911945366"
X Link 2025-06-09T13:01Z [----] followers, 36.1K engagements

"New bullish report on $APGE from Guggenheim Thesis based on half life extended programs and fixed combinations to modulate [--] targets simultaneously. Will be interesting to see how this approach compares to bispecifics that are more efficient to develop from scratch on the one hand but could have PK and immunogenicity issues"
X Link 2025-07-21T10:41Z [----] followers, [----] engagements

"Topo1-based ADCs are broadly seen as superior to MMAE-based ADCs but apparently not for every target or indication. [--] papers out last week showing comparable efficacy in gastric cancer for two different topo1 CLDN18.2 ADCs in "biomarker positive" patients but efficacy is relatively modest at the go forward doses. ➖IBI343 - 29% ORR PFS = [---] months ➖SHR-A1904 - 26.7% ORR PFS = [---] months Surprisingly efficacy seems similar or just slightly better than what was reported for CMG901 a MMAE-based CLDN18.2 ADC . Links below: IBI343 - SHR-A1904 - CMG901 -"
X Link 2025-07-21T10:44Z [----] followers, 13.6K engagements

"Good review on dual-payload ADCs would be interesting to see where these land in terms of doses and safety profile vs. combining two mono-payload ADCs https://www.nature.com/articles/d41573-025-00121-y https://www.nature.com/articles/d41573-025-00121-y"
X Link 2025-08-04T06:38Z [----] followers, 16.1K engagements

"Great slide from $WHWK about the benefit of switching to TOPO1 ADCs. These comparisons are indirect and might be "biased" in some cases towards either side (for example ABBV-400's data set was just [--] patients from what I recall Elahere would actually look much worse in all-comers rather than FRa-high subset etc.). Also important to remember there are exceptions like CLDN18.2👇 https://x.com/ohadhammer/status/1947246173372158309 https://x.com/ohadhammer/status/1947246173372158309"
X Link 2025-08-14T10:25Z [----] followers, [----] engagements

"Pharma deals in radiotherapeutics from Jefferies"
X Link 2025-08-21T14:53Z [----] followers, 10K engagements

"Interesting patent cliff analysis (Morgan Stanley). $AMGN and $MRK look the most vulnerable. $AMGN is about to lose 60% of its sales including most of its biologic portfolio (Prolia Repatha Tepezza Evenity etc.). For $MRK it's 60% mostly Keytruda"
X Link 2025-09-04T14:20Z [----] followers, 21.8K engagements

"Different studies different settings different decades different geographies and yet. similar overall survival HRs"
X Link 2025-09-07T11:47Z [----] followers, 28.9K engagements

"$ETNB Dec [----] - stock trades at $28.6 ➡$372M market cap Sep [----] - stock trades at $15 ➡ $2.5B market cap 🤷♂"
X Link 2025-09-18T11:39Z [----] followers, [----] engagements

"Breast cancer landscape figures from Guggenheim's excellent report on $CELC Their data in PI3K WT patients are impressive but I still wonder if it can become SOC as an IV drug in a triplet regimen with another injectable (fulvestrant) vs some of the new [--] drug regimens (oral SERDs KAT6 maybe even Afinitor following Roche's PR)"
X Link 2025-09-25T09:31Z [----] followers, 12.3K engagements

"Great M&A slides from Lifesci Capital. Interesting to see acquirers are mostly interested in "unique" programs in term of biology (new mechanisms platforms and modalities) or stage (first in class) with limited appetite for more incremental improvements or less differentiated assets that are very popular with investors (bispecifics ADCs radiopharma half life extended biologics etc)"
X Link 2025-10-14T21:25Z [----] followers, 104.2K engagements

"Fascinating dynamics in ovarian cancer with multiple ADC programs demonstrating a 50% ORR. FRa in the lead ( $GMAB and $LLY in P3s AZ reported today) CDH6 in P2 (Daiichi reporting P2 data later today) and NaPi2b (Tubulis presented strong results today) in P1. All programs are topo1-based so whoever reaches the market first could render most other programs (15 in the clinic) irrelevant assuming efficacy stays similar #ESMO25"
X Link 2025-10-19T11:28Z [----] followers, 26.5K engagements

"Looks like the undisputed loser of #ESMO25 is $GMAB due to competitive headwinds for both of its flagship products"
X Link 2025-10-20T08:27Z [----] followers, 10.8K engagements

"$RNA - congrats on a huge exit Yet another reminder of the discrepancy between share appreciation and market cap appreciation. This is from an initiation report on $RNA in [----]. 🔸Stock price increased [---] fold from $27.59 to $70 🔸Market cap increased [--] fold from $1B to $12B"
X Link 2025-10-27T12:53Z [----] followers, [----] engagements

"Multiple myeloma market and breakdown according to modalities from MS. Fascinating how new effective drug classes can turn a relatively rare indication into one of the largest markets in the oncology industry ($35B ) Each of these classes have had a dramatic impact for patients💪"
X Link 2025-11-17T10:05Z [----] followers, [----] engagements

"Atopic dermatitis data from Citi's initiation on $NKTR. Tables compare rezpeg to P2 and P3 data for other drug classes. Interesting to see a 8-16% absolute drop in EASI75 from P2 to P3 in all programs except for lerbi"
X Link 2025-11-26T13:53Z [----] followers, 22.2K engagements

"Cross trial comparison of next gen obesity drugs (table from JPM). $LLY's GGG (GLP1+GIP+ glucagon)vs $NVO's GA (GLP1+amylin). Both lead to 20% weight loss GGG looks more effective but GA is better tolerated so perhaps just a matter of dose intensity. When comparing these results to existing obesity drugs it seems like the appetite hormone class has potentially reached its ceiling. https://twitter.com/i/web/status/2000497056432128470 https://twitter.com/i/web/status/2000497056432128470"
X Link 2025-12-15T09:24Z [----] followers, 32.8K engagements

"Top product forecasts for [----] from NRD. Keytruda still #1 but not for long [--] out of [--] are GLP1 products which will probably take over the top slots in the coming years. Interesting to see how each segment has one clear dominant MOA and per MOA there is an undisputed leader despite the fact similar products are available or can be developed (IL23 IL4/13 CD38 etc) Will this change given pipeline herding today https://www.nature.com/articles/d41573-025-00203-x https://www.nature.com/articles/d41573-025-00203-x"
X Link 2026-01-06T08:07Z [----] followers, [----] engagements

"RNA therapeutics landscape from Needham. Liver is still the primary target tissue muscle also very active but less clinically validated. Despite all the activities in neuromuscular indications CV indications still represent the largest commercial opportunities (TTR Lpa PCSK9). https://twitter.com/i/web/status/2010654866671022326 https://twitter.com/i/web/status/2010654866671022326"
X Link 2026-01-12T10:07Z [----] followers, [----] engagements

"Top product forecasts for [----] https://www.nature.com/articles/d41573-023-00198-3 https://www.nature.com/articles/d41573-023-00198-3"
X Link 2024-01-07T08:13Z [----] followers, 16K engagements

"2nd line NSCLC therapies from Cowen's note on $BNTX/ $GMAB shows how hard it is to beat Taxotere in this setting. No agent was able to show a meaningful PFS benefit in the overall population anti-PD1s added 3-4 months in OS and TROP2 ADCs failed to demonstrate clinically meaningful benefit"
X Link 2024-06-03T10:42Z [----] followers, [----] engagements

"Excellent report from Cowen on urticaria a commercially significant and untapped I&I indication. cKIT seems to be the most promising target $CLDX expected to report P3 in 2026"
X Link 2025-05-21T12:01Z [----] followers, 25.6K engagements

"@GerardCaelles @sciencescanner I guess these ranges are relevant for companies that are in adv clin dev or early commercial stage so the dream factor plays a big role. When you buy companies with a mature product like $PCYC or $MDVN it cannot be a complete disaster even if you pay much more than $10B"
X Link 2018-03-23T11:55Z [----] followers, [--] engagements

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