#  @NotGenentech NotGenentech NotGenentech posts on X about $abbv, $rlay, liver, in the the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1634916215532531713/interactions)  - [--] Week [---] -31% - [--] Month [-------] -51% - [--] Months [-------] +2,383% - [--] Year [-------] +2,781% ### Mentions: [--] [#](/creator/twitter::1634916215532531713/posts_active)  - [--] Month [--] no change - [--] Months [---] +115% - [--] Year [---] +153% ### Followers: [---] [#](/creator/twitter::1634916215532531713/followers)  - [--] Week [---] +0.28% - [--] Month [---] +2.30% - [--] Months [---] +19% - [--] Year [---] +90% ### CreatorRank: [---------] [#](/creator/twitter::1634916215532531713/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 8.82% [finance](/list/finance) 3.92% [technology brands](/list/technology-brands) 2.94% [countries](/list/countries) 2.94% [social networks](/list/social-networks) 1.96% **Social topic influence** [$abbv](/topic/$abbv) 3.92%, [$rlay](/topic/$rlay) 2.94%, [liver](/topic/liver) 2.94%, [in the](/topic/in-the) 1.96%, [acquisition](/topic/acquisition) 1.96%, [the most](/topic/the-most) 1.96%, [gain](/topic/gain) 1.96%, [how to](/topic/how-to) 1.96%, [china](/topic/china) 1.96%, [youtube](/topic/youtube) 1.96% **Top accounts mentioned or mentioned by** [@jacobplieth](/creator/undefined) [@bradloncar](/creator/undefined) [@houndcl](/creator/undefined) [@drbarbionc](/creator/undefined) [@parasbiotech](/creator/undefined) [@oncbrothers](/creator/undefined) [@avidresearch](/creator/undefined) [@ptarantinomd](/creator/undefined) [@elilillyandco](/creator/undefined) [@drrichjlaw](/creator/undefined) [@matthewherper](/creator/undefined) [@hartungingo](/creator/undefined) [@onclive](/creator/undefined) [@aacr](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@mykalt45](/creator/undefined) [@suyogcancer](/creator/undefined) [@stephenvliu](/creator/undefined) [@chuminhua432](/creator/undefined) [@goosedata](/creator/undefined) **Top assets mentioned** [AbbVie Inc (ABBV)](/topic/$abbv) [Relay Therapeutics, Inc. (RLAY)](/topic/$rlay) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [CVS Health Corp (CVS)](/topic/cvs) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) ### Top Social Posts Top posts by engagements in the last [--] hours "@DrBarbiOnc @EliLillyandCo How is this molecule any different from Genmab or AZ FRalpHA Top1i ADC" [X Link](https://x.com/NotGenentech/status/2014477544695988450) 2026-01-22T23:17Z [---] followers, [---] engagements "@DrBarbiOnc @EliLillyandCo Both Genmab and AZ have released data showing activity in Elahere-refractory patients. Cytopenias and ILD are the major issues for these TOP1i ADCs. Corneal toxicity is a platform toxicity for MTi based ADCs" [X Link](https://x.com/NotGenentech/status/2014508887702171788) 2026-01-23T01:22Z [---] followers, [---] engagements "@DrBarbiOnc @EliLillyandCo Genmab has a habit of rushing their studies. They skipped phase II and are likely dealing with a sub-optimized dose. All of these TOP1i payloads cause cytopenias" [X Link](https://x.com/NotGenentech/status/2014525572299493560) 2026-01-23T02:28Z [---] followers, [---] engagements "@drrichjlaw Humira.and I am pretty sure AbbVie had the fastest revenue turnaround after a massive patent/LOE cliff of all big pharmas" [X Link](https://x.com/NotGenentech/status/2019065612547338730) 2026-02-04T15:08Z [---] followers, [---] engagements "@chuminhua432 Hilarious slap in the face to $IDYA" [X Link](https://x.com/NotGenentech/status/2022361278933823830) 2026-02-13T17:24Z [---] followers, [---] engagements "@paras_biotech People realizing degraders are all hype and no bioavailability" [X Link](https://x.com/NotGenentech/status/1685458688616923136) 2023-07-30T01:14Z [---] followers, [---] engagements "@crampell Anything except diet and exercise" [X Link](https://x.com/NotGenentech/status/1692374049333367075) 2023-08-18T03:13Z [---] followers, [----] engagements "@matthewherper @lpolgreen Developed. No discoveries" [X Link](https://x.com/NotGenentech/status/1694891582158413828) 2023-08-25T01:56Z [---] followers, [--] engagements "@paras_biotech Imfinzi is from MedImmune. Acquisition" [X Link](https://x.com/NotGenentech/status/1702469762809462894) 2023-09-14T23:49Z [---] followers, [---] engagements "@paras_biotech Does Osimertinib count when the concept originated from an academic lab (Ie Nate Gray's lab)" [X Link](https://x.com/NotGenentech/status/1702470837163663403) 2023-09-14T23:54Z [---] followers, [---] engagements "@GooseData This is just how NHS/NICE negotiates on price. They reject it and wait for a discount" [X Link](https://x.com/NotGenentech/status/1707565277427462318) 2023-09-29T01:17Z [---] followers, [---] engagements "@HartungIngo ABBV-787 (ph1 started in Q2-23) is a antibody degrader conjugate" [X Link](https://x.com/NotGenentech/status/1722185324212744631) 2023-11-08T09:32Z [---] followers, [----] engagements "@jaybradner Waiting for their CDK2 inhibitor and SMARCA2 degrader" [X Link](https://x.com/NotGenentech/status/1738018169107960201) 2023-12-22T02:06Z [---] followers, [---] engagements "@DrChoueiri @OncoAlert @TargetedOnc @OncLive @gotoPER @FDAOncology @OncBrothers @ASCO @myESMO @AACR @AmericanCancer @DanaFarber @DanaFarber_GU @DanaFarberNews @NEJM @JCO_ASCO Pacdev + Pembro" [X Link](https://x.com/NotGenentech/status/1741216504623104475) 2023-12-30T21:55Z [---] followers, [----] engagements "@AaronGoodman33 @DrPaulyDeSantis Don't these drugs all cause pan-cytopenia Common issue it seems with DDRi" [X Link](https://x.com/NotGenentech/status/1753480511723639299) 2024-02-02T18:08Z [---] followers, [---] engagements "@paras_biotech It is very generous to call some of these companies "AI based" when they basically just do traditional drug discovery" [X Link](https://x.com/NotGenentech/status/1759405941349609832) 2024-02-19T02:33Z [---] followers, [---] engagements "@JMaraganore IRA penalizes small molecules. Humira is a mAb" [X Link](https://x.com/NotGenentech/status/1760819713486233616) 2024-02-23T00:11Z [---] followers, [----] engagements "@rachelcohrs CVS check through just in time" [X Link](https://x.com/NotGenentech/status/1762157778939040028) 2024-02-26T16:48Z [---] followers, [---] engagements "I am 99% sure $RLAY is getting bought this year" [X Link](https://x.com/NotGenentech/status/1769545761258426787) 2024-03-18T02:06Z [---] followers, [---] engagements "@jq1234t @JacobPlieth Shitty and Toxic payload. Sutro ADCs are garbage. How many grade 5s for their FRalpha ADC" [X Link](https://x.com/NotGenentech/status/1775179038824493472) 2024-04-02T15:10Z [---] followers, [---] engagements "For the ADC girlies. When you inhibit topoisomerase https://t.co/ZwvHer65k5 When you inhibit topoisomerase https://t.co/ZwvHer65k5" [X Link](https://x.com/NotGenentech/status/1786936877272182932) 2024-05-05T01:52Z [---] followers, [---] engagements "Who would have thought skipping tox studies would result in so many grade 5s #ADCs #Macrogenics" [X Link](https://x.com/NotGenentech/status/1788943631493321103) 2024-05-10T14:46Z [---] followers, [---] engagements "@marklewismd @matthewherper Try that with the OS curves" [X Link](https://x.com/NotGenentech/status/1797401907390214571) 2024-06-02T22:56Z [---] followers, [---] engagements "@Andre_AGTC IO and small molecules LOL" [X Link](https://x.com/NotGenentech/status/1824272517898654138) 2024-08-16T02:30Z [---] followers, [---] engagements "@Andre_AGTC Large molecule. It's a mAb" [X Link](https://x.com/NotGenentech/status/1824288504387670094) 2024-08-16T03:34Z [---] followers, [---] engagements "@JacobPlieth This drug is toxic as shit. Even 8mpk is too high" [X Link](https://x.com/NotGenentech/status/1832545320154362255) 2024-09-07T22:23Z [---] followers, [---] engagements "@monaco_biotech Probably a few PR's in the combo's. I doubt RLY-2608 will provide any real benefit as monotherapy" [X Link](https://x.com/NotGenentech/status/1832803368005419304) 2024-09-08T15:29Z [---] followers, [---] engagements "@adamfeuerstein Does the MOA of this drug even make sense VEGF IgG with PD1 ScFv hanging off it" [X Link](https://x.com/anyuser/status/1832816243402813791) 2024-09-08T16:20Z [---] followers, [----] engagements "@Banana_Oncology @varma_ashwin97 @MaverickNY @bradloncar It's because they are using a shitty comparator arm. The SOC in PDL1 50% is Pembro+chemo" [X Link](https://x.com/NotGenentech/status/1832817272068436354) 2024-09-08T16:24Z [---] followers, [---] engagements "@RNAiAnalyst PD1 is expressed on T cells; PDL1 on tumor. You're thinking about it in the inverse - the VEGF portion brings T cells into the TME" [X Link](https://x.com/NotGenentech/status/1833620999595532352) 2024-09-10T21:38Z [---] followers, [---] engagements "@BiotechElmo @avidresearch @JacobPlieth @bigpharmaguy PIK3CA is a weak oncogene. LOF on PTEN or GOF on AKT also makes PI3K inhibition irrelevant. There is a reason why this class of drugs only has activity in BrCa despite PIK3CA being the most mutated kinase in solid tumors" [X Link](https://x.com/NotGenentech/status/1835359104086225302) 2024-09-15T16:44Z [---] followers, [---] engagements "@avidresearch PI3Kalpha inhibitors don't work as monotherapy agents and aren't labeled as such (ie Alpelisib). The safety gain (eg hyperglycemia) is the play for these molecules. Liver tox is concerning and might hinder combos" [X Link](https://x.com/NotGenentech/status/1835359859601977687) 2024-09-15T16:47Z [---] followers, [---] engagements "@JacobPlieth @Mykalt45 @ByMadeleineA All these TOP1i payloads are analogues of Camptothecin. Cross-resistance should surprise no one. Likely main resistance MOA is upreg of efflux pumps (ie ABCG2)" [X Link](https://x.com/NotGenentech/status/1835376283666047114) 2024-09-15T17:53Z [---] followers, [---] engagements "@JacobPlieth Maybe show the monotherapy data for RLY2608" [X Link](https://x.com/NotGenentech/status/1835437630244442480) 2024-09-15T21:56Z [---] followers, [---] engagements "@paras_biotech The term "BITE" is patented. Better to call these "Bispecific T cell engagers" (Bs-TCE)" [X Link](https://x.com/NotGenentech/status/1842714775723422160) 2024-10-05T23:53Z [---] followers, [---] engagements "@SuyogCancer All these G12Ci have similar monotherapy activity. Battleground will be with combos" [X Link](https://x.com/NotGenentech/status/1842764982666379624) 2024-10-06T03:13Z [---] followers, [---] engagements "@pottslab In vivo data across PDX samples (Fig 4) is wimpy. Tolerability is questionable with BWL" [X Link](https://x.com/NotGenentech/status/1842790360722141334) 2024-10-06T04:53Z [---] followers, [---] engagements "@ohadhammer Whoever runs M&A at Gilead should be fired" [X Link](https://x.com/NotGenentech/status/1842966671797141821) 2024-10-06T16:34Z [---] followers, [---] engagements "@PTarantinoMD A lot less hyperglycemia. #ByeAlpelisib #ByeRelay #ByeScorpion" [X Link](https://x.com/NotGenentech/status/1844521259712782574) 2024-10-10T23:31Z [---] followers, [---] engagements "@wgibson Who cares How does this differentiate from the half-dozen or so selective CDK2i in the clinic Why would the tumor not just switch to CCNE2/CDK2 hetero-dimers" [X Link](https://x.com/anyuser/status/1850702488090845335) 2024-10-28T00:53Z [---] followers, [---] engagements "@rainakanak AZD8421 is superior" [X Link](https://x.com/NotGenentech/status/1851111115704398281) 2024-10-29T03:57Z [---] followers, [---] engagements "@monaco_biotech The MOA never made sense. There is no druggable pocket in that region of AR" [X Link](https://x.com/NotGenentech/status/1852173655201190082) 2024-11-01T02:19Z [---] followers, [---] engagements "@StephenVLiu @JTOonline Is it ethical to give a PARP inhibitor to someone that doesn't have BRCA-deficiency / HRD" [X Link](https://x.com/NotGenentech/status/1855809344971100166) 2024-11-11T03:06Z [---] followers, [---] engagements "Janux corporate update: masterclass on how to flex money out of moron investors" [X Link](https://x.com/NotGenentech/status/1863800662083121454) 2024-12-03T04:21Z [---] followers, [---] engagements "@ohadhammer The high doses were not tolerated. Liver tox. The figures are misleading" [X Link](https://x.com/NotGenentech/status/1866969496185188505) 2024-12-11T22:13Z [---] followers, [---] engagements "@avidresearch They will go broke running all those clinical trials on me-too molecules" [X Link](https://x.com/NotGenentech/status/1871348359115760081) 2024-12-24T00:13Z [---] followers, [---] engagements "@foxesthrufences What the world needs is definitely more anti-PD1/PDL1 antibodies with minimal differentiation" [X Link](https://x.com/NotGenentech/status/1872676247316410741) 2024-12-27T16:09Z [---] followers, [---] engagements "@MSollender Boring me too molecules" [X Link](https://x.com/NotGenentech/status/1872783472223502394) 2024-12-27T23:15Z [---] followers, [---] engagements "@acmoorephd @OncLive If they really believed in this drug they would go head-to-head in 1L sq and nsq NSCLC" [X Link](https://x.com/NotGenentech/status/1873192386928754928) 2024-12-29T02:20Z [---] followers, [---] engagements "@adar170 All of the TOP1i ADC's in SCLC are reporting identical ORR% DOR etc. What is the point Atezo combos" [X Link](https://x.com/NotGenentech/status/1874638790234616044) 2025-01-02T02:08Z [---] followers, [---] engagements "@AppleHelix Big pharma internal discovery is more or less due diligence for BD/M&A department. Internal discovery efforts are slow and clunky" [X Link](https://x.com/NotGenentech/status/1874649746419368211) 2025-01-02T02:51Z [---] followers, [---] engagements "@jfais20 EPCAM = tox tox tox. Lineage antigen for epithelial cells" [X Link](https://x.com/NotGenentech/status/1876470125471334455) 2025-01-07T03:25Z [---] followers, [---] engagements "@Mykalt45 No one wants to go after a novel a antigen/target and bomb in the clinic. So more me-too HER2/TROP2/MET/FRalpha and now BsADCs" [X Link](https://x.com/NotGenentech/status/1876810532969153012) 2025-01-08T01:57Z [---] followers, [---] engagements "Must sting hard for $RLAY today" [X Link](https://x.com/NotGenentech/status/1877828405791793333) 2025-01-10T21:22Z [---] followers, [----] engagements "@drrichjlaw No. STX-478 has the best monotherapy activity of the bunch with a safety hit (liver tox). $RLAY drug has shitty PK/ADME properties" [X Link](https://x.com/NotGenentech/status/1878108732921397436) 2025-01-11T15:56Z [---] followers, [----] engagements "@PTarantinoMD LoXo-783 came to LoXo/Lilly via an acquisition" [X Link](https://x.com/NotGenentech/status/1878883720704446949) 2025-01-13T19:16Z [---] followers, [---] engagements "@SuyogCancer @ESMO_Open @hoperugo @curijoey @stolaney1 Unsurprising" [X Link](https://x.com/NotGenentech/status/1879741778951336290) 2025-01-16T04:05Z [---] followers, [---] engagements "@onco_park "How to: get grade 5s"" [X Link](https://x.com/NotGenentech/status/1892759814721135003) 2025-02-21T02:14Z [---] followers, [---] engagements "I am fully convinced 80% of oncology-focused biotechs could disappear and nothing of value would be lost" [X Link](https://x.com/NotGenentech/status/1895917971144655279) 2025-03-01T19:24Z [---] followers, 25.8K engagements "@onco_park TOP1i + ATRi combo is vertical pathway inhibition. Not really sure this combo is convincing especially considering the likely cytopenias that will be induced" [X Link](https://x.com/NotGenentech/status/1896708958473408761) 2025-03-03T23:47Z [---] followers, [---] engagements "@raffcolo The exclusion criteria gives away the identity of the payloads" [X Link](https://x.com/NotGenentech/status/1904359239424037123) 2025-03-25T02:26Z [---] followers, [---] engagements "@avidresearch Someone is going to buy them soon. They will go broke running phase IIIs like Mirati" [X Link](https://x.com/NotGenentech/status/1904548226499231992) 2025-03-25T14:57Z [---] followers, [---] engagements "@lungoncdoc @EGFRResisters @jillfeldman4 @OncBrothers @LungCancerRx @myESMO The results of the trial might be helpful. Ami/Laz beat Osi mono got PFS and OS" [X Link](https://x.com/NotGenentech/status/1906460865496506740) 2025-03-30T21:37Z [---] followers, [---] engagements "@PTarantinoMD Every year is ADC year" [X Link](https://x.com/NotGenentech/status/1914754287479218519) 2025-04-22T18:52Z [---] followers, [---] engagements "RevMed strategy is very strange and odd. They should sell themselves to the highest bidder (for RMC-6236) and move on from the rest of their allele specific glues that no one cares about" [X Link](https://x.com/NotGenentech/status/1914852912242864597) 2025-04-23T01:24Z [---] followers, [----] engagements "@GooseData All tox no efficacy. My favorite drugs" [X Link](https://x.com/NotGenentech/status/1915850455315583274) 2025-04-25T19:28Z [---] followers, [---] engagements "@HartungIngo @abbvie @AACR Reilly is responsible for the entirety of the AbbVie TOP1i ADC portfolio (homegrown NOT acquired). Put some respect on her name" [X Link](https://x.com/NotGenentech/status/1916667520586572039) 2025-04-28T01:35Z [---] followers, [---] engagements "@SuyogCancer @OncoAlert @OncBrothers @Larvol @OncLive @AACR @Nature @dr_yakupergun @KolPulseAI @StephenVLiu @GIcancerDoc @PatelOncology @Dr_R_Kurzrock Please regenerate this table with the number of patients used to calculate ORR. Very misleading. The Chinese KRAS molecule is a very small cohort. Less than a dozen" [X Link](https://x.com/NotGenentech/status/1917388514217582819) 2025-04-30T01:20Z [---] followers, [---] engagements "When your favorite #TechBio clears out its entire pipeline for an acquired one.#gasp $RXRX" [X Link](https://x.com/NotGenentech/status/1919408261058670698) 2025-05-05T15:06Z [---] followers, [----] engagements "@houndcl We have done this experiment internally 😘😘. RMC-9805 is active in WT cells and can ligate G12C at [--] uM" [X Link](https://x.com/NotGenentech/status/1920468397151674818) 2025-05-08T13:18Z [---] followers, [---] engagements "@houndcl I am not going to give away proprietary information (what I stated was merely an example). The selectivity of this molecule and RevMed's presentation of it is VERY dubious" [X Link](https://x.com/NotGenentech/status/1920486446617505883) 2025-05-08T14:30Z [---] followers, [---] engagements "Shoutout to oncology shitco's - if you've been in phase I for [--] years and not released any data we will just assume it is not good" [X Link](https://x.com/NotGenentech/status/1921666639507923162) 2025-05-11T20:40Z [---] followers, [----] engagements "@chuminhua432 You forgot ABBV-101" [X Link](https://x.com/NotGenentech/status/1923895636837138789) 2025-05-18T00:17Z [---] followers, [---] engagements "@MaverickNY Shielding of one binder might not be bad. Most of the bispecifics I have seen have PD1 binding element in a weaker format (eg ScFv)" [X Link](https://x.com/NotGenentech/status/1925280129754001419) 2025-05-21T19:58Z [---] followers, [---] engagements "@Dr_R_Kurzrock The dearth of predictive biomarkers is why the majority of IO assets fail to provide benefit in the clinic" [X Link](https://x.com/NotGenentech/status/1926813535473918423) 2025-05-26T01:31Z [---] followers, [---] engagements "@Glaconde34 Great in vitro tool molecules. Not drugs" [X Link](https://x.com/NotGenentech/status/1927016969464578435) 2025-05-26T15:00Z [---] followers, [---] engagements "Imagine raising $400 million and the asset you send into the clinic is a me-too EZH2 inhibitor. Who said biotech was dead #Treeline" [X Link](https://x.com/NotGenentech/status/1927930062097068369) 2025-05-29T03:28Z [---] followers, [----] engagements "Need someone to find the structure of the BioHaven TOPO1X payload. Thanks :)" [X Link](https://x.com/NotGenentech/status/1927931179631792445) 2025-05-29T03:33Z [---] followers, [---] engagements "@StephenVLiu They need to select" [X Link](https://x.com/NotGenentech/status/1928089162365776165) 2025-05-29T14:00Z [---] followers, [---] engagements "@bradloncar Just wait. Single cell RNAseq and AI/ML will turn their pipeline around" [X Link](https://x.com/NotGenentech/status/1929560831488049542) 2025-06-02T15:28Z [---] followers, [---] engagements "Sometimes I wonder how Insitro have managed to raise $650 million but still have nothing to show for it" [X Link](https://x.com/NotGenentech/status/1932265446491013182) 2025-06-10T02:35Z [---] followers, [---] engagements "CCR8 is not the next PD1" [X Link](https://x.com/NotGenentech/status/1933357601347305475) 2025-06-13T02:55Z [---] followers, [----] engagements "@jq1234t PBD payload has tolerability issues. Why would they pursue this over Polivy combos They own the latter" [X Link](https://x.com/NotGenentech/status/1933534249048813974) 2025-06-13T14:37Z [---] followers, [---] engagements "@raffcolo Call me back when they go h2h against Enhertu" [X Link](https://x.com/NotGenentech/status/1935482028490961304) 2025-06-18T23:37Z [---] followers, [---] engagements "@HartungIngo @Banana_Oncology @gerlach_d GP2D is also one of the most sensitive models to G12D inhibition/degradation. Incredibly low bar" [X Link](https://x.com/NotGenentech/status/1936420303888138412) 2025-06-21T13:45Z [---] followers, [---] engagements "@JacobPlieth @john_hersc79276 Someone will eventually buy them when they get an approval. The RAS space is too crowded for the price RevMed want. Look at how much AbbVie paid for $PCYC only to get screwed over by BTKi me-too/betters" [X Link](https://x.com/NotGenentech/status/1937975383812649292) 2025-06-25T20:45Z [---] followers, [---] engagements "@houndcl The problem with SMI. you disclose and then there are immediately me-too/better in the clinic" [X Link](https://x.com/NotGenentech/status/1939076117828378750) 2025-06-28T21:39Z [---] followers, [---] engagements "@houndcl Large molecule small molecule" [X Link](https://x.com/anyuser/status/1939095167216296346) 2025-06-28T22:54Z [---] followers, [---] engagements "@AaronGoodman33 @OncBrothers @US_FDA @VincentRK @BijoyTelivala @RenoHemonc @JanakiramMurali @RahulBanerjeeMD @Ccostello7 @myelomaMD @GKaurMD @SagarLonialMD Wait until you see how many trispecific BCMA assets we will soon have" [X Link](https://x.com/NotGenentech/status/1940487264775426347) 2025-07-02T19:06Z [---] followers, [---] engagements "@houndcl Heard through the grapevine from investigators this drug is very poorly tolerated when added with SOC chemo (FOLFIRINOX Gem/Abraxane). Too much GI tox. Pts actively requesting to be on the trial though (prefer the pill/tablet)" [X Link](https://x.com/NotGenentech/status/1941913276373442626) 2025-07-06T17:32Z [---] followers, [---] engagements "@2_Simple_Naive @houndcl Mutations are (1) on target or (2) on pathway. To the best of my knowledge no one has released any clinical data on pan-KRAS yet (ie AMG-410). The elephant in the room for allele specific inhibitors is the mutation is typically heterozygous" [X Link](https://x.com/NotGenentech/status/1941939503658418415) 2025-07-06T19:17Z [---] followers, [---] engagements "@matthewherper @adamfeuerstein Pharmacyclics was a terrible decision. I doubt AbbVie has even extracted $20 billion from Ibrutinib" [X Link](https://x.com/NotGenentech/status/1944899361609007558) 2025-07-14T23:18Z [---] followers, [---] engagements "@DickMedChem Immunology is also crowded" [X Link](https://x.com/NotGenentech/status/1948510248127660434) 2025-07-24T22:26Z [---] followers, [---] engagements "@BowTiedBiotech MMAF is such a bizarre payload choice. Is this 2008" [X Link](https://x.com/NotGenentech/status/1949127505241329981) 2025-07-26T15:19Z [---] followers, [---] engagements "@bradloncar Why have internal Discovery when you can just partner and buy from China #GSK" [X Link](https://x.com/NotGenentech/status/1949661529441546613) 2025-07-28T02:41Z [---] followers, [----] engagements "@bradloncar New model. Run your phase I in China and then registrational trials elsewhere" [X Link](https://x.com/NotGenentech/status/1949679202137198711) 2025-07-28T03:51Z [---] followers, [---] engagements "@bradloncar He was/is unqualified to lead CBER. He should start with a local a McDonalds and gain leadership experience" [X Link](https://x.com/NotGenentech/status/1950373709807780165) 2025-07-30T01:51Z [---] followers, [----] engagements "@adamfeuerstein He can go back to Twitter and his youtube channel" [X Link](https://x.com/NotGenentech/status/1950374068328517658) 2025-07-30T01:53Z [---] followers, [----] engagements "@bradloncar He is an epidemiologist pretending to be a oncologist pretending to be a regulatory expert. He can stick to YouTube armchair critiquing" [X Link](https://x.com/NotGenentech/status/1950383986909598025) 2025-07-30T02:32Z [---] followers, [----] engagements "@PTarantinoMD @US_FDA @JCO_ASCO Impressive that this was approved with no benefit to USA patients" [X Link](https://x.com/NotGenentech/status/1953118504363647401) 2025-08-06T15:38Z [---] followers, [---] engagements "https://www.nytimes.com/2025/08/17/opinion/china-biotech.html https://www.nytimes.com/2025/08/17/opinion/china-biotech.html" [X Link](https://x.com/NotGenentech/status/1957138082098221395) 2025-08-17T17:50Z [---] followers, [---] engagements "@Mykalt45 More like Ideaya/Zai lab vs Tarlatamab. No ADC will beat that OS in 2L" [X Link](https://x.com/NotGenentech/status/1980632414486749476) 2025-10-21T13:49Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@NotGenentech NotGenentechNotGenentech posts on X about $abbv, $rlay, liver, in the the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence stocks 8.82% finance 3.92% technology brands 2.94% countries 2.94% social networks 1.96%
Social topic influence $abbv 3.92%, $rlay 2.94%, liver 2.94%, in the 1.96%, acquisition 1.96%, the most 1.96%, gain 1.96%, how to 1.96%, china 1.96%, youtube 1.96%
Top accounts mentioned or mentioned by @jacobplieth @bradloncar @houndcl @drbarbionc @parasbiotech @oncbrothers @avidresearch @ptarantinomd @elilillyandco @drrichjlaw @matthewherper @hartungingo @onclive @aacr @adamfeuerstein @mykalt45 @suyogcancer @stephenvliu @chuminhua432 @goosedata
Top assets mentioned AbbVie Inc (ABBV) Relay Therapeutics, Inc. (RLAY) IDEAYA Biosciences, Inc. Common Stock (IDYA) CVS Health Corp (CVS) Flex Ltd. Ordinary Shares (FLEX) Recursion Pharmaceuticals, Inc. (RXRX)
Top posts by engagements in the last [--] hours
"@DrBarbiOnc @EliLillyandCo How is this molecule any different from Genmab or AZ FRalpHA Top1i ADC"
X Link 2026-01-22T23:17Z [---] followers, [---] engagements
"@DrBarbiOnc @EliLillyandCo Both Genmab and AZ have released data showing activity in Elahere-refractory patients. Cytopenias and ILD are the major issues for these TOP1i ADCs. Corneal toxicity is a platform toxicity for MTi based ADCs"
X Link 2026-01-23T01:22Z [---] followers, [---] engagements
"@DrBarbiOnc @EliLillyandCo Genmab has a habit of rushing their studies. They skipped phase II and are likely dealing with a sub-optimized dose. All of these TOP1i payloads cause cytopenias"
X Link 2026-01-23T02:28Z [---] followers, [---] engagements
"@drrichjlaw Humira.and I am pretty sure AbbVie had the fastest revenue turnaround after a massive patent/LOE cliff of all big pharmas"
X Link 2026-02-04T15:08Z [---] followers, [---] engagements
"@chuminhua432 Hilarious slap in the face to $IDYA"
X Link 2026-02-13T17:24Z [---] followers, [---] engagements
"@paras_biotech People realizing degraders are all hype and no bioavailability"
X Link 2023-07-30T01:14Z [---] followers, [---] engagements
"@crampell Anything except diet and exercise"
X Link 2023-08-18T03:13Z [---] followers, [----] engagements
"@matthewherper @lpolgreen Developed. No discoveries"
X Link 2023-08-25T01:56Z [---] followers, [--] engagements
"@paras_biotech Imfinzi is from MedImmune. Acquisition"
X Link 2023-09-14T23:49Z [---] followers, [---] engagements
"@paras_biotech Does Osimertinib count when the concept originated from an academic lab (Ie Nate Gray's lab)"
X Link 2023-09-14T23:54Z [---] followers, [---] engagements
"@GooseData This is just how NHS/NICE negotiates on price. They reject it and wait for a discount"
X Link 2023-09-29T01:17Z [---] followers, [---] engagements
"@HartungIngo ABBV-787 (ph1 started in Q2-23) is a antibody degrader conjugate"
X Link 2023-11-08T09:32Z [---] followers, [----] engagements
"@jaybradner Waiting for their CDK2 inhibitor and SMARCA2 degrader"
X Link 2023-12-22T02:06Z [---] followers, [---] engagements
"@DrChoueiri @OncoAlert @TargetedOnc @OncLive @gotoPER @FDAOncology @OncBrothers @ASCO @myESMO @AACR @AmericanCancer @DanaFarber @DanaFarber_GU @DanaFarberNews @NEJM @JCO_ASCO Pacdev + Pembro"
X Link 2023-12-30T21:55Z [---] followers, [----] engagements
"@AaronGoodman33 @DrPaulyDeSantis Don't these drugs all cause pan-cytopenia Common issue it seems with DDRi"
X Link 2024-02-02T18:08Z [---] followers, [---] engagements
"@paras_biotech It is very generous to call some of these companies "AI based" when they basically just do traditional drug discovery"
X Link 2024-02-19T02:33Z [---] followers, [---] engagements
"@JMaraganore IRA penalizes small molecules. Humira is a mAb"
X Link 2024-02-23T00:11Z [---] followers, [----] engagements
"@rachelcohrs CVS check through just in time"
X Link 2024-02-26T16:48Z [---] followers, [---] engagements
"I am 99% sure $RLAY is getting bought this year"
X Link 2024-03-18T02:06Z [---] followers, [---] engagements
"@jq1234t @JacobPlieth Shitty and Toxic payload. Sutro ADCs are garbage. How many grade 5s for their FRalpha ADC"
X Link 2024-04-02T15:10Z [---] followers, [---] engagements
"For the ADC girlies. When you inhibit topoisomerase https://t.co/ZwvHer65k5 When you inhibit topoisomerase https://t.co/ZwvHer65k5"
X Link 2024-05-05T01:52Z [---] followers, [---] engagements
"Who would have thought skipping tox studies would result in so many grade 5s #ADCs #Macrogenics"
X Link 2024-05-10T14:46Z [---] followers, [---] engagements
"@marklewismd @matthewherper Try that with the OS curves"
X Link 2024-06-02T22:56Z [---] followers, [---] engagements
"@Andre_AGTC IO and small molecules LOL"
X Link 2024-08-16T02:30Z [---] followers, [---] engagements
"@Andre_AGTC Large molecule. It's a mAb"
X Link 2024-08-16T03:34Z [---] followers, [---] engagements
"@JacobPlieth This drug is toxic as shit. Even 8mpk is too high"
X Link 2024-09-07T22:23Z [---] followers, [---] engagements
"@monaco_biotech Probably a few PR's in the combo's. I doubt RLY-2608 will provide any real benefit as monotherapy"
X Link 2024-09-08T15:29Z [---] followers, [---] engagements
"@adamfeuerstein Does the MOA of this drug even make sense VEGF IgG with PD1 ScFv hanging off it"
X Link 2024-09-08T16:20Z [---] followers, [----] engagements
"@Banana_Oncology @varma_ashwin97 @MaverickNY @bradloncar It's because they are using a shitty comparator arm. The SOC in PDL1 50% is Pembro+chemo"
X Link 2024-09-08T16:24Z [---] followers, [---] engagements
"@RNAiAnalyst PD1 is expressed on T cells; PDL1 on tumor. You're thinking about it in the inverse - the VEGF portion brings T cells into the TME"
X Link 2024-09-10T21:38Z [---] followers, [---] engagements
"@BiotechElmo @avidresearch @JacobPlieth @bigpharmaguy PIK3CA is a weak oncogene. LOF on PTEN or GOF on AKT also makes PI3K inhibition irrelevant. There is a reason why this class of drugs only has activity in BrCa despite PIK3CA being the most mutated kinase in solid tumors"
X Link 2024-09-15T16:44Z [---] followers, [---] engagements
"@avidresearch PI3Kalpha inhibitors don't work as monotherapy agents and aren't labeled as such (ie Alpelisib). The safety gain (eg hyperglycemia) is the play for these molecules. Liver tox is concerning and might hinder combos"
X Link 2024-09-15T16:47Z [---] followers, [---] engagements
"@JacobPlieth @Mykalt45 @ByMadeleineA All these TOP1i payloads are analogues of Camptothecin. Cross-resistance should surprise no one. Likely main resistance MOA is upreg of efflux pumps (ie ABCG2)"
X Link 2024-09-15T17:53Z [---] followers, [---] engagements
"@JacobPlieth Maybe show the monotherapy data for RLY2608"
X Link 2024-09-15T21:56Z [---] followers, [---] engagements
"@paras_biotech The term "BITE" is patented. Better to call these "Bispecific T cell engagers" (Bs-TCE)"
X Link 2024-10-05T23:53Z [---] followers, [---] engagements
"@SuyogCancer All these G12Ci have similar monotherapy activity. Battleground will be with combos"
X Link 2024-10-06T03:13Z [---] followers, [---] engagements
"@pottslab In vivo data across PDX samples (Fig 4) is wimpy. Tolerability is questionable with BWL"
X Link 2024-10-06T04:53Z [---] followers, [---] engagements
"@ohadhammer Whoever runs M&A at Gilead should be fired"
X Link 2024-10-06T16:34Z [---] followers, [---] engagements
"@PTarantinoMD A lot less hyperglycemia. #ByeAlpelisib #ByeRelay #ByeScorpion"
X Link 2024-10-10T23:31Z [---] followers, [---] engagements
"@wgibson Who cares How does this differentiate from the half-dozen or so selective CDK2i in the clinic Why would the tumor not just switch to CCNE2/CDK2 hetero-dimers"
X Link 2024-10-28T00:53Z [---] followers, [---] engagements
"@rainakanak AZD8421 is superior"
X Link 2024-10-29T03:57Z [---] followers, [---] engagements
"@monaco_biotech The MOA never made sense. There is no druggable pocket in that region of AR"
X Link 2024-11-01T02:19Z [---] followers, [---] engagements
"@StephenVLiu @JTOonline Is it ethical to give a PARP inhibitor to someone that doesn't have BRCA-deficiency / HRD"
X Link 2024-11-11T03:06Z [---] followers, [---] engagements
"Janux corporate update: masterclass on how to flex money out of moron investors"
X Link 2024-12-03T04:21Z [---] followers, [---] engagements
"@ohadhammer The high doses were not tolerated. Liver tox. The figures are misleading"
X Link 2024-12-11T22:13Z [---] followers, [---] engagements
"@avidresearch They will go broke running all those clinical trials on me-too molecules"
X Link 2024-12-24T00:13Z [---] followers, [---] engagements
"@foxesthrufences What the world needs is definitely more anti-PD1/PDL1 antibodies with minimal differentiation"
X Link 2024-12-27T16:09Z [---] followers, [---] engagements
"@MSollender Boring me too molecules"
X Link 2024-12-27T23:15Z [---] followers, [---] engagements
"@acmoorephd @OncLive If they really believed in this drug they would go head-to-head in 1L sq and nsq NSCLC"
X Link 2024-12-29T02:20Z [---] followers, [---] engagements
"@adar170 All of the TOP1i ADC's in SCLC are reporting identical ORR% DOR etc. What is the point Atezo combos"
X Link 2025-01-02T02:08Z [---] followers, [---] engagements
"@AppleHelix Big pharma internal discovery is more or less due diligence for BD/M&A department. Internal discovery efforts are slow and clunky"
X Link 2025-01-02T02:51Z [---] followers, [---] engagements
"@jfais20 EPCAM = tox tox tox. Lineage antigen for epithelial cells"
X Link 2025-01-07T03:25Z [---] followers, [---] engagements
"@Mykalt45 No one wants to go after a novel a antigen/target and bomb in the clinic. So more me-too HER2/TROP2/MET/FRalpha and now BsADCs"
X Link 2025-01-08T01:57Z [---] followers, [---] engagements
"Must sting hard for $RLAY today"
X Link 2025-01-10T21:22Z [---] followers, [----] engagements
"@drrichjlaw No. STX-478 has the best monotherapy activity of the bunch with a safety hit (liver tox). $RLAY drug has shitty PK/ADME properties"
X Link 2025-01-11T15:56Z [---] followers, [----] engagements
"@PTarantinoMD LoXo-783 came to LoXo/Lilly via an acquisition"
X Link 2025-01-13T19:16Z [---] followers, [---] engagements
"@SuyogCancer @ESMO_Open @hoperugo @curijoey @stolaney1 Unsurprising"
X Link 2025-01-16T04:05Z [---] followers, [---] engagements
"@onco_park "How to: get grade 5s""
X Link 2025-02-21T02:14Z [---] followers, [---] engagements
"I am fully convinced 80% of oncology-focused biotechs could disappear and nothing of value would be lost"
X Link 2025-03-01T19:24Z [---] followers, 25.8K engagements
"@onco_park TOP1i + ATRi combo is vertical pathway inhibition. Not really sure this combo is convincing especially considering the likely cytopenias that will be induced"
X Link 2025-03-03T23:47Z [---] followers, [---] engagements
"@raffcolo The exclusion criteria gives away the identity of the payloads"
X Link 2025-03-25T02:26Z [---] followers, [---] engagements
"@avidresearch Someone is going to buy them soon. They will go broke running phase IIIs like Mirati"
X Link 2025-03-25T14:57Z [---] followers, [---] engagements
"@lungoncdoc @EGFRResisters @jillfeldman4 @OncBrothers @LungCancerRx @myESMO The results of the trial might be helpful. Ami/Laz beat Osi mono got PFS and OS"
X Link 2025-03-30T21:37Z [---] followers, [---] engagements
"@PTarantinoMD Every year is ADC year"
X Link 2025-04-22T18:52Z [---] followers, [---] engagements
"RevMed strategy is very strange and odd. They should sell themselves to the highest bidder (for RMC-6236) and move on from the rest of their allele specific glues that no one cares about"
X Link 2025-04-23T01:24Z [---] followers, [----] engagements
"@GooseData All tox no efficacy. My favorite drugs"
X Link 2025-04-25T19:28Z [---] followers, [---] engagements
"@HartungIngo @abbvie @AACR Reilly is responsible for the entirety of the AbbVie TOP1i ADC portfolio (homegrown NOT acquired). Put some respect on her name"
X Link 2025-04-28T01:35Z [---] followers, [---] engagements
"@SuyogCancer @OncoAlert @OncBrothers @Larvol @OncLive @AACR @Nature @dr_yakupergun @KolPulseAI @StephenVLiu @GIcancerDoc @PatelOncology @Dr_R_Kurzrock Please regenerate this table with the number of patients used to calculate ORR. Very misleading. The Chinese KRAS molecule is a very small cohort. Less than a dozen"
X Link 2025-04-30T01:20Z [---] followers, [---] engagements
"When your favorite #TechBio clears out its entire pipeline for an acquired one.#gasp $RXRX"
X Link 2025-05-05T15:06Z [---] followers, [----] engagements
"@houndcl We have done this experiment internally 😘😘. RMC-9805 is active in WT cells and can ligate G12C at [--] uM"
X Link 2025-05-08T13:18Z [---] followers, [---] engagements
"@houndcl I am not going to give away proprietary information (what I stated was merely an example). The selectivity of this molecule and RevMed's presentation of it is VERY dubious"
X Link 2025-05-08T14:30Z [---] followers, [---] engagements
"Shoutout to oncology shitco's - if you've been in phase I for [--] years and not released any data we will just assume it is not good"
X Link 2025-05-11T20:40Z [---] followers, [----] engagements
"@chuminhua432 You forgot ABBV-101"
X Link 2025-05-18T00:17Z [---] followers, [---] engagements
"@MaverickNY Shielding of one binder might not be bad. Most of the bispecifics I have seen have PD1 binding element in a weaker format (eg ScFv)"
X Link 2025-05-21T19:58Z [---] followers, [---] engagements
"@Dr_R_Kurzrock The dearth of predictive biomarkers is why the majority of IO assets fail to provide benefit in the clinic"
X Link 2025-05-26T01:31Z [---] followers, [---] engagements
"@Glaconde34 Great in vitro tool molecules. Not drugs"
X Link 2025-05-26T15:00Z [---] followers, [---] engagements
"Imagine raising $400 million and the asset you send into the clinic is a me-too EZH2 inhibitor. Who said biotech was dead #Treeline"
X Link 2025-05-29T03:28Z [---] followers, [----] engagements
"Need someone to find the structure of the BioHaven TOPO1X payload. Thanks :)"
X Link 2025-05-29T03:33Z [---] followers, [---] engagements
"@StephenVLiu They need to select"
X Link 2025-05-29T14:00Z [---] followers, [---] engagements
"@bradloncar Just wait. Single cell RNAseq and AI/ML will turn their pipeline around"
X Link 2025-06-02T15:28Z [---] followers, [---] engagements
"Sometimes I wonder how Insitro have managed to raise $650 million but still have nothing to show for it"
X Link 2025-06-10T02:35Z [---] followers, [---] engagements
"CCR8 is not the next PD1"
X Link 2025-06-13T02:55Z [---] followers, [----] engagements
"@jq1234t PBD payload has tolerability issues. Why would they pursue this over Polivy combos They own the latter"
X Link 2025-06-13T14:37Z [---] followers, [---] engagements
"@raffcolo Call me back when they go h2h against Enhertu"
X Link 2025-06-18T23:37Z [---] followers, [---] engagements
"@HartungIngo @Banana_Oncology @gerlach_d GP2D is also one of the most sensitive models to G12D inhibition/degradation. Incredibly low bar"
X Link 2025-06-21T13:45Z [---] followers, [---] engagements
"@JacobPlieth @john_hersc79276 Someone will eventually buy them when they get an approval. The RAS space is too crowded for the price RevMed want. Look at how much AbbVie paid for $PCYC only to get screwed over by BTKi me-too/betters"
X Link 2025-06-25T20:45Z [---] followers, [---] engagements
"@houndcl The problem with SMI. you disclose and then there are immediately me-too/better in the clinic"
X Link 2025-06-28T21:39Z [---] followers, [---] engagements
"@houndcl Large molecule small molecule"
X Link 2025-06-28T22:54Z [---] followers, [---] engagements
"@AaronGoodman33 @OncBrothers @US_FDA @VincentRK @BijoyTelivala @RenoHemonc @JanakiramMurali @RahulBanerjeeMD @Ccostello7 @myelomaMD @GKaurMD @SagarLonialMD Wait until you see how many trispecific BCMA assets we will soon have"
X Link 2025-07-02T19:06Z [---] followers, [---] engagements
"@houndcl Heard through the grapevine from investigators this drug is very poorly tolerated when added with SOC chemo (FOLFIRINOX Gem/Abraxane). Too much GI tox. Pts actively requesting to be on the trial though (prefer the pill/tablet)"
X Link 2025-07-06T17:32Z [---] followers, [---] engagements
"@2_Simple_Naive @houndcl Mutations are (1) on target or (2) on pathway. To the best of my knowledge no one has released any clinical data on pan-KRAS yet (ie AMG-410). The elephant in the room for allele specific inhibitors is the mutation is typically heterozygous"
X Link 2025-07-06T19:17Z [---] followers, [---] engagements
"@matthewherper @adamfeuerstein Pharmacyclics was a terrible decision. I doubt AbbVie has even extracted $20 billion from Ibrutinib"
X Link 2025-07-14T23:18Z [---] followers, [---] engagements
"@DickMedChem Immunology is also crowded"
X Link 2025-07-24T22:26Z [---] followers, [---] engagements
"@BowTiedBiotech MMAF is such a bizarre payload choice. Is this 2008"
X Link 2025-07-26T15:19Z [---] followers, [---] engagements
"@bradloncar Why have internal Discovery when you can just partner and buy from China #GSK"
X Link 2025-07-28T02:41Z [---] followers, [----] engagements
"@bradloncar New model. Run your phase I in China and then registrational trials elsewhere"
X Link 2025-07-28T03:51Z [---] followers, [---] engagements
"@bradloncar He was/is unqualified to lead CBER. He should start with a local a McDonalds and gain leadership experience"
X Link 2025-07-30T01:51Z [---] followers, [----] engagements
"@adamfeuerstein He can go back to Twitter and his youtube channel"
X Link 2025-07-30T01:53Z [---] followers, [----] engagements
"@bradloncar He is an epidemiologist pretending to be a oncologist pretending to be a regulatory expert. He can stick to YouTube armchair critiquing"
X Link 2025-07-30T02:32Z [---] followers, [----] engagements
"@PTarantinoMD @US_FDA @JCO_ASCO Impressive that this was approved with no benefit to USA patients"
X Link 2025-08-06T15:38Z [---] followers, [---] engagements
"https://www.nytimes.com/2025/08/17/opinion/china-biotech.html https://www.nytimes.com/2025/08/17/opinion/china-biotech.html"
X Link 2025-08-17T17:50Z [---] followers, [---] engagements
"@Mykalt45 More like Ideaya/Zai lab vs Tarlatamab. No ADC will beat that OS in 2L"
X Link 2025-10-21T13:49Z [---] followers, [---] engagements
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