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[@JacobPlieth](/creator/twitter/JacobPlieth)
"$ONC $BGNE confirmed to us that it's working both on a Ras(on) inhibitor and on developing ADCs that use this Ras(on) inhibitor as a "non-cytotoxic payload""  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1939699620684140877) 2025-06-30 14:56:42 UTC 29.9K followers, 2143 engagements


"Here we go: $PFE just went into ph3 with Kat6 $OLMA"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1945445202325348850) 2025-07-16 11:27:35 UTC 29.9K followers, 3302 engagements


"5000 patients later $RHHBY finally dumps its #tigit (Sky-14 is quietly said to have failed). Via @ApexOnco - $RCUS $GILD $AZN"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1948345946254819578) 2025-07-24 11:34:06 UTC 29.9K followers, 11.3K engagements


"Nerd alert What do the latest proposed INNs tell us about $MGNX $AZN $BNTX $GSK $IVBXF and other ADCs Via @ApexOnco - H/t @raffcolo"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1947214564195491926) 2025-07-21 08:38:24 UTC 29.9K followers, 3549 engagements


"LOL $ARVN CEO John Houston speaking at Jefferies X mth after I sent that tweet: "Not as much value as we originally thought. Seeing if we can change the collaboration. If $PFE doesn't want to develop vep there could be a conclusion where we get the compound back." $OLMA"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1940781152463474951) 2025-07-03 14:34:19 UTC 29.9K followers, 5390 engagements


"PD-1 x VEGF is all very well but how about PD-1 x Lag-3 3SBio reckons it's worth taking into the clinic $PFE $BMY"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1934525286558675400) 2025-06-16 08:15:44 UTC 29.9K followers, 5829 engagements


"If I understand correctly LaNova's (Sino's) anti-CDH17 LM-350 just got IND approved to start US trials $AVBP $GSK"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1948717304147005579) 2025-07-25 12:09:45 UTC 29.9K followers, 1596 engagements


"Nanjing Leads IPO document reveals that $ONC terminated its Lag3 deal in May. Should start trading tomorrow. Via @ApexOnco -"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1948376243805556764) 2025-07-24 13:34:30 UTC 29.9K followers, 3207 engagements


"You already have a small-molecule inhibitor so do you also need a degrader $ONC $BGNE thinks yes for BTK CDK2 & Kras. Via @ApexOnco - $ARVN $GILD $RVMD"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1939696857925533733) 2025-06-30 14:45:43 UTC 29.9K followers, 4559 engagements


"Admirable effort by FDA's Deepti Telajara to present the current treatment paradigm for multiple myeloma $JNJ $BMY $GSK"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1945820492184551569) 2025-07-17 12:18:51 UTC 29.9K followers, 9417 engagements


"His parting shot appears to have been: we hate $PFE $ARVN"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1942906690057150692) 2025-07-09 11:20:27 UTC 29.9K followers, 4733 engagements


"@avidresearch .and is still being wasted $AZN $RCUS $GILD"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1948347821930828165) 2025-07-24 11:41:33 UTC 29.9K followers, XXX engagements


"How long until $PFE hands vepdegestrant back to $ARVN $OLMA"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1917972277339042150) 2025-05-01 15:59:59 UTC 29.9K followers, 18K engagements


"Fascinating Evercore ISI webinar going on right now about disconnect between value of Sino deal and what $MRK owes Lanova on the PD-1 x VEGF. In summary: XX% of $588m MRK up front and XX% of the $300m tech transfer actually went to Genscript () $LEGN"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1946199171704242199) 2025-07-18 13:23:35 UTC 29.9K followers, 11K engagements


"$RHHBY into phase X with a new pan-Ras inhibitor RG6505 can't be the same as LUNA18 (via Chugai's Epoc acquisition) as that started ph1 in 2021 $RVMD"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1948272303445364988) 2025-07-24 06:41:28 UTC 29.9K followers, 2301 engagements


"Quite the tangled web: Dualitybio's Her2 ADC trastuzumab pamirtecan is licensed to $BNTX (of $BMY PD-L1 x VEGF fame) ex-China and to 3SBio (of $PFE PD-1 x VEGF fame) in China"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1930911033293508645) 2025-06-06 08:53:59 UTC 29.9K followers, 4873 engagements


"More on the MoA of $ALPMF's (disappointing) Kras G12D degrader ASP3082 via Wungki Park #ESMO24"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1835309184117616999) 2024-09-15 13:26:22 UTC 29.9K followers, 7880 engagements


"$ARVN into phase X with a Kras G12D degrader ARV-806. Let's hope it's better than $ALPMF ASP3082"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1935622481341194275) 2025-06-19 08:55:36 UTC 29.9K followers, 15.3K engagements


"So judging by panellists' comments the key issue was $GSK's refusal to investigate lower Blenrep doses. Pertinent slide from FDA:"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1945889093063147850) 2025-07-17 16:51:27 UTC 29.9K followers, 3965 engagements


"I scoured the FDA's cache of CRLs and found six that relate to novel oncology drugs. Includes first formal disclosure that Akeso's penpulimab got a CRL in 2024. Via @ApexOnco - $AVEO $IMMU $GILD $CHRS $ALPMF $CKPT"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1943649217584472230) 2025-07-11 12:30:59 UTC 29.9K followers, 5821 engagements


"Guess who's about to take a SC anti-PD-1 into phase X Via @ApexOnco - $ONC $BGNE $RHHBY $AZN $MRK $BMY $PFE"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1941077338114134094) 2025-07-04 10:11:15 UTC 29.9K followers, 4219 engagements


"$GMAB quietly discontinued the mystery oncology project GEN1078 months after it first went into phase X. Likely T-cell engager via Omniab; any idea as to target(s) Via @ByMadeleineA -"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1942974776110145879) 2025-07-09 15:51:00 UTC 29.9K followers, 3312 engagements


".and already my head hurts (slide from $GSK)"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1945830250253881369) 2025-07-17 12:57:38 UTC 29.9K followers, 1919 engagements


"Meanwhile MSKCC's Kathryn Arbour reviews what's going in in Kras beyond G12C #WCLC23 $MRTX $RVMD Boehringer $ALPMY"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1700845886945845630) 2023-09-10 12:17:14 UTC 29.9K followers, 3710 engagements


"$GSK Blenrep should return to the US #ASCO24 hears. Via @ApexOnco - $JNJ $BMY $PFE $TSVT $LEGN $REGN"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1797246063398490530) 2024-06-02 12:37:07 UTC 29.9K followers, 14.1K engagements


"Another bombshell via Evercore: founder of Lanova is married to the founder of $IMAB (did I hear that right)"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1946201933162610865) 2025-07-18 13:34:34 UTC 29.9K followers, 3153 engagements


".and more this time from the FDA's Andrea Baines $BMY $JNJ $GSK $LEGN"  
![@JacobPlieth Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::873399943.png) [@JacobPlieth](/creator/x/JacobPlieth) on [X](/post/tweet/1945836624492872087) 2025-07-17 13:22:57 UTC 29.9K followers, 2746 engagements