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# ![@NotGenentech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1634916215532531713.png) @NotGenentech NotGenentech

NotGenentech posts on X about $abbv, $rvmd, acquisition, 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634916215532531713/c:line/m:interactions.svg)

- [--] Week [---] -31%
- [--] Month [-------] -51%
- [--] Months [-------] +2,383%
- [--] Year [-------] +2,781%

### Mentions: [--] [#](/creator/twitter::1634916215532531713/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634916215532531713/c:line/m:posts_active.svg)

- [--] Month [--] no change
- [--] Months [---] +115%
- [--] Year [---] +153%

### Followers: [---] [#](/creator/twitter::1634916215532531713/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634916215532531713/c:line/m:followers.svg)

- [--] Week [---] +0.28%
- [--] Month [---] +2.30%
- [--] Months [---] +19%
- [--] Year [---] +90%

### CreatorRank: [---------] [#](/creator/twitter::1634916215532531713/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634916215532531713/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$abbv](/topic/$abbv), [$rvmd](/topic/$rvmd), [acquisition](/topic/acquisition), [in the](/topic/in-the), [money](/topic/money), [doubt](/topic/doubt), [combo](/topic/combo), [approved](/topic/approved), [$rlay](/topic/$rlay), [data](/topic/data)

**Top assets mentioned**
[AbbVie Inc (ABBV)](/topic/$abbv) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Relay Therapeutics, Inc. (RLAY)](/topic/$rlay) [Merck & Co., Inc. (MRK)](/topic/$mrk) [AstraZeneca PLC (AZN)](/topic/$azn) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Novartis AG (NVS)](/topic/novartis) [Pfizer, Inc. (PFE)](/topic/pfizer) [ChessCoin (CHESS)](/topic/chess) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Novo-Nordisk (NVO)](/topic/$nvo) [Instil Bio, Inc. (TIL)](/topic/$til) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@nolastevedore Oncology is crowded. Kinase inhibitors are so 90s"  
[X Link](https://x.com/NotGenentech/status/1675555982284554250)  2023-07-02T17:24Z [---] followers, [---] engagements


"@bradloncar Still better than AbbVie and Stemcentryx"  
[X Link](https://x.com/NotGenentech/status/1682536081424814081)  2023-07-21T23:40Z [---] followers, [----] engagements


"@JacobPlieth Acquisition of PCYC was more about establishing AbbVie as a player in Oncology. Buying an asset (Ibrutinib) that competes with your own (Venetoclax) usually isn't the best strategy"  
[X Link](https://x.com/NotGenentech/status/1696543119121231992)  2023-08-29T15:19Z [---] followers, [--] engagements


"@paras_biotech Imfinzi is from MedImmune. Acquisition"  
[X Link](https://x.com/anyuser/status/1702469762809462894)  2023-09-14T23:49Z [---] followers, [---] engagements


"@JacobPlieth Navitoclax is just a garbage drug. Not sure why AbbVie is wasting their time with it"  
[X Link](https://x.com/NotGenentech/status/1733923028130828446)  2023-12-10T18:53Z [---] followers, [---] engagements


"@JacobPlieth @ApexOnco Isn't AbbVie suing BeiGene"  
[X Link](https://x.com/NotGenentech/status/1738655991171101050)  2023-12-23T20:21Z [---] followers, [--] engagements


"@grhyasen Too many me too companies building the same drugs with no clear differentiation. More contraction is needed"  
[X Link](https://x.com/NotGenentech/status/1741872825873674596)  2024-01-01T17:23Z [---] followers, [---] engagements


"@drug_smolecules AR-NTD is disordered and unstructured. They claim their drug acts as a covalent but provide no evidence for it. The molecule likely just destabilizes AR leading to its unfolding and degradation"  
[X Link](https://x.com/NotGenentech/status/1748731298745876892)  2024-01-20T15:36Z [---] followers, [--] engagements


"@JacobPlieth @ByMadeleineA Very strange target for a covalent"  
[X Link](https://x.com/NotGenentech/status/1753238171268346227)  2024-02-02T02:05Z [---] followers, [---] engagements


"@KRHornberger Likely need 95% degradation of BTK for efficacy due to its strong activity as an oncogene. The last figure tells me the durability of efficacy will be poor"  
[X Link](https://x.com/NotGenentech/status/1753469733394157870)  2024-02-02T17:25Z [---] followers, [---] engagements


"@DickMedChem Only shitty drugs from Constellation. BETi and EZH2i. Why"  
[X Link](https://x.com/NotGenentech/status/1754653906519625780)  2024-02-05T23:51Z [---] followers, [--] engagements


"@adamfeuerstein Constellation only made garbage drugs with small markets. BETi and EZH2i make no money and their activity/efficacy is debatable"  
[X Link](https://x.com/NotGenentech/status/1754654367662424549)  2024-02-05T23:52Z [---] followers, [---] engagements


"@lipa0902 BPMC"  
[X Link](https://x.com/NotGenentech/status/1754984955686625627)  2024-02-06T21:46Z [---] followers, [---] engagements


"@jq1234t Going to make AbbVie feel like fools for that Immunogen buyout"  
[X Link](https://x.com/NotGenentech/status/1755064059035320607)  2024-02-07T03:00Z [---] followers, [---] engagements


"@JohnCendpts AbbVie paid $200 million for a CD47 antibody that doesn't even bind CD47. Not as bad as [--] billion but still pretty embarassing for their M&A department"  
[X Link](https://x.com/NotGenentech/status/1755327789878960439)  2024-02-07T20:28Z [---] followers, [---] engagements


"@KRHornberger Don't forget about the very selective covalent degraders that come out of a particular lab at Berkeley"  
[X Link](https://x.com/NotGenentech/status/1755773000421700088)  2024-02-09T01:57Z [---] followers, [---] engagements


"@jq1234t @GooseData @Bakery_bros Pfizer don't really discover any drugs. They have big M&A budget"  
[X Link](https://x.com/NotGenentech/status/1763438176138592766)  2024-03-01T05:36Z [---] followers, [---] engagements


"@Bakery_bros AbbVie/Immunogen drug will get supplanted by FRalpha-TOP1i ADCs"  
[X Link](https://x.com/NotGenentech/status/1766602709778526364)  2024-03-09T23:11Z [---] followers, [---] engagements


"@LifeSciVC Who knew AbbVie were the real ADC longs"  
[X Link](https://x.com/NotGenentech/status/1766704044658319431)  2024-03-10T05:54Z [---] followers, [---] engagements


"@PirateWaffle It's a orthosteric CDK9 inhibitor. Not a MYC/CDK9 PPI molecule. Their platform boils down to nonsensical phenotypic screening"  
[X Link](https://x.com/NotGenentech/status/1771354891933610239)  2024-03-23T01:54Z [---] followers, [--] engagements


"@geordifrere Unconvincing"  
[X Link](https://x.com/NotGenentech/status/1771654177032122544)  2024-03-23T21:44Z [---] followers, [--] engagements


"@BowTiedBiotech Epkinly developed by AbbVie"  
[X Link](https://x.com/NotGenentech/status/1774994285521433019)  2024-04-02T02:56Z [---] followers, [---] engagements


"@KRHornberger @beth_halford ABBV-101 is a BTK degrader. Phase I started last year"  
[X Link](https://x.com/NotGenentech/status/1779206804238475286)  2024-04-13T17:55Z [---] followers, [---] engagements


"@jq1234t AbbVie got SEZ6 from Stemcentryx. ABBV011 was a dud (shitty calicheamicin payload) but ABBV-706 (Top1i) will be a game changer in SCLC"  
[X Link](https://x.com/NotGenentech/status/1784384167649947781)  2024-04-28T00:48Z [---] followers, [---] engagements


"@DrDowdyJackson @PTarantinoMD Thank you for the intelligent discourse. I'm sure patients and clinicians really love the bone marrow tox and cytopenia DLTs that come from shitty ADCs πŸ™‚πŸ™‚"  
[X Link](https://x.com/NotGenentech/status/1796017601224561090)  2024-05-30T03:15Z [---] followers, [--] engagements


"@BiotechElmo AbbVie release any data on ABBV-101"  
[X Link](https://x.com/NotGenentech/status/1802374841674481811)  2024-06-16T16:17Z [---] followers, [---] engagements


"@learnbiotech @Prof_Oak_ Osi is a poor example. 3rd generation TKI"  
[X Link](https://x.com/NotGenentech/status/1815058458913456212)  2024-07-21T16:17Z [---] followers, [--] engagements


"@AaronGoodman33 @VPrasadMDMPH LGG is a death sentence. Slow growing with no options beyond RT and TMZ"  
[X Link](https://x.com/NotGenentech/status/1821232945010503831)  2024-08-07T17:12Z [---] 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/anyuser/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/anyuser/status/1832817272068436354)  2024-09-08T16:24Z [---] followers, [---] engagements


"@HealthcareNinj1 They just want to be acquired at this point. Use whatever comparator arm you like to get a good result even if it is not the correct one"  
[X Link](https://x.com/NotGenentech/status/1832856364353528281)  2024-09-08T18:59Z [---] followers, [---] engagements


"@Anonym64382296 @adamfeuerstein Antibodies aren't sentient beings. They circulate and bind an antigen. They don't home specifically to the TME or tumor"  
[X Link](https://x.com/NotGenentech/status/1832866526451687798)  2024-09-08T19:40Z [---] followers, [---] engagements


"@Mark748779211 @RNAiAnalyst Bevacizumab is a GNE drug also"  
[X Link](https://x.com/NotGenentech/status/1833676719984926760)  2024-09-11T01:19Z [---] followers, [--] engagements


"@gerlach_d Teliso-A Teliso-V and Teliso-NK/T.AbbVie really loves that cMET antibody so much they've sent it into the clinic [--] times"  
[X Link](https://x.com/NotGenentech/status/1834989520565190849)  2024-09-14T16:16Z [---] followers, [---] engagements


"@DebbieRic23 @SGO_org @myESMO That's a lot of cytopenias"  
[X Link](https://x.com/NotGenentech/status/1835513040105615861)  2024-09-16T02:56Z [---] followers, [---] engagements


"@drug_smolecules Relay and Scorpion are active on helical domain mutants. I am 99% sure this is a me-too of LoXo/Lilly molecule which is specific to kinase domain mutants"  
[X Link](https://x.com/NotGenentech/status/1836867219168579933)  2024-09-19T20:37Z [---] followers, [---] engagements


"@raffcolo How many times has AbbVie sent this antibody into the clinic They really love cMET"  
[X Link](https://x.com/NotGenentech/status/1840077625106280918)  2024-09-28T17:14Z [---] followers, [---] engagements


"@Banana_Oncology SubQ version is better tolerated"  
[X Link](https://x.com/NotGenentech/status/1841897963419009045)  2024-10-03T17:47Z [---] followers, [---] engagements


"@drug_smolecules @EGutlederer Nothing says "great strategy" like sending back up molecules into the clinic"  
[X Link](https://x.com/NotGenentech/status/1843323137074839878)  2024-10-07T16:10Z [---] followers, [---] engagements


"@Carflos223Matos @wei921962 @EGutlederer @drug_smolecules They are so far behind in the clinic. This is like Rucaparib"  
[X Link](https://x.com/NotGenentech/status/1844172258098741488)  2024-10-10T00:25Z [---] followers, [--] engagements


"@JacobPlieth @ApexOnco PTK7 ADC not inhibitor"  
[X Link](https://x.com/NotGenentech/status/1844173270519849028)  2024-10-10T00:29Z [---] followers, [---] engagements


"@TurtlasBot @JacobPlieth Nothing quite like dumping [--] uM of drug onto cells"  
[X Link](https://x.com/NotGenentech/status/1846049784953819285)  2024-10-15T04:45Z [---] followers, [--] engagements


"@raffcolo @PTarantinoMD @VriesElisabeth @AACRPres @ElizSMcKenna @CD_AACR There are several antibody degrader conjugates in clinical trials now. You missed ABBV-787"  
[X Link](https://x.com/NotGenentech/status/1850618707145531854)  2024-10-27T19:20Z [---] followers, [---] engagements


"@monaco_biotech The MOA never made sense. There is no druggable pocket in that region of AR"  
[X Link](https://x.com/anyuser/status/1852173655201190082)  2024-11-01T02:19Z [---] followers, [---] engagements


"@Jon597736721985 @onco_park Hyperglycemia is ON-TARGET to hitting these proteins. This is basic PI3K/AKT biology. The population is irrelevant"  
[X Link](https://x.com/NotGenentech/status/1853843982708617500)  2024-11-05T16:57Z [---] followers, [---] engagements


"@JacobPlieth Seems like they are looking to piss AbbVie off (ie Elahere ABBV-400 competitors)"  
[X Link](https://x.com/NotGenentech/status/1855086522430550040)  2024-11-09T03:14Z [---] followers, [---] engagements


"@PirateWaffle Hopefully they make the right choice and dissolve themselves to return whatever money is left to shareholders"  
[X Link](https://x.com/NotGenentech/status/1858362777687232564)  2024-11-18T04:13Z [---] followers, [---] engagements


"@SuyogCancer @NatRevClinOncol Enhertu should be first option for anyone presenting with ERBB2 mutation amplification or over-expression"  
[X Link](https://x.com/NotGenentech/status/1859070003120947234)  2024-11-20T03:03Z [---] followers, [---] engagements


"@bio_clouseau There is a reason why Pfizer threw these assets away"  
[X Link](https://x.com/NotGenentech/status/1859389385445343741)  2024-11-21T00:12Z [---] followers, [---] engagements


"When will $KRON file for chapter 11"  
[X Link](https://x.com/NotGenentech/status/1860421876646052160)  2024-11-23T20:35Z [---] followers, [---] engagements


"@JacobPlieth Looks covalent BTKs are still on the menu"  
[X Link](https://x.com/NotGenentech/status/1866280501637681402)  2024-12-10T00:35Z [---] followers, [---] engagements


"@avidresearch @bigpharmaguy Liver tox will kill STX-478"  
[X Link](https://x.com/NotGenentech/status/1867055439281787128)  2024-12-12T03:54Z [---] followers, [--] engagements


"@JialiangLiang @semodough Liver tox will kill that drug"  
[X Link](https://x.com/NotGenentech/status/1867383817943888057)  2024-12-13T01:39Z [---] followers, [---] engagements


"@JacobPlieth @ApexOnco This company is so desperate for an acquisition they release immature response data with nothing on durability. No updates on IDE161 for a year"  
[X Link](https://x.com/NotGenentech/status/1867597203906187682)  2024-12-13T15:47Z [---] followers, [--] engagements


"@bio_clouseau Desperate for an acquisition by AbbVie"  
[X Link](https://x.com/NotGenentech/status/1873418260110287087)  2024-12-29T17:18Z [---] followers, [---] engagements


"@avidresearch Second cut of IDE161 monotherapy clinical activity will reveal all SD and poor durability"  
[X Link](https://x.com/NotGenentech/status/1873457762426114232)  2024-12-29T19:55Z [---] followers, [---] engagements


"@viewfromahill9 @PersimmonTI @JacobPlieth Another way to think about this is that PARG-KO leads to bypass of TOP1i-cytotoxicity. So keeping it around is ideal (inhibitor vs degrader). The Ellifsen presentation focused primarily on sensitizers (eg PARP1) and factors mediating internalization of the antigen/ADC complex"  
[X Link](https://x.com/NotGenentech/status/1873578118893735964)  2024-12-30T03:53Z [---] 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/anyuser/status/1874649746419368211)  2025-01-02T02:51Z [---] followers, [---] engagements


"@matthewherper @dwallacewells PD-L1 status dictates anti-PD1 activity. It's a predictive biomarker. The lack of predictive biomarker for other CPI agents has hindered follow on successes beyond anti-PD1/PDL1"  
[X Link](https://x.com/NotGenentech/status/1875226690030653612)  2025-01-03T17:04Z [---] followers, [--] engagements


"@JialiangLiang @drrichjlaw Maybe wait for a phase III readout before drawing conclusions"  
[X Link](https://x.com/NotGenentech/status/1878159427754414507)  2025-01-11T19:17Z [---] followers, [---] engagements


"@nat_pop3333 @drrichjlaw The Relay and Scorpion molecule bind to the same allosteic pocket. The Relay molecule has overall poorer drug like properties (they were planning to send a backup into the clinic RLY5836)"  
[X Link](https://x.com/NotGenentech/status/1878239000496091592)  2025-01-12T00:34Z [---] followers, [--] engagements


"@PTarantinoMD 4D chess strategy by DS/AZ to get multiple assets approved in the indication and compete against yourself"  
[X Link](https://x.com/NotGenentech/status/1880343085026275456)  2025-01-17T19:55Z [---] followers, [---] engagements


"@JialiangLiang @raffcolo @DrPaulyDeSantis Trodelvy has a very unstable linker. It is almost like giving SN38 alone"  
[X Link](https://x.com/NotGenentech/status/1889155501117902966)  2025-02-11T03:32Z [---] followers, [---] engagements


"@bio_clouseau I suspect non-covalents will not work on G12D. RevMed compound is effectively a non-degrading glue"  
[X Link](https://x.com/NotGenentech/status/1896242140528992666)  2025-03-02T16:52Z [---] followers, [--] engagements


"@adar170 Should've bought Daiichi"  
[X Link](https://x.com/NotGenentech/status/1897334389601956229)  2025-03-05T17:12Z [---] followers, [---] engagements


"@Banana_Oncology More competition from SERDs"  
[X Link](https://x.com/NotGenentech/status/1899583079376998804)  2025-03-11T22:07Z [---] followers, [---] engagements


"@Banana_Oncology I forgot about Enhertu. Enhertu is going to eat everyone's lunch in HR/HER2- BRCA πŸ˜‚"  
[X Link](https://x.com/NotGenentech/status/1899633906997174687)  2025-03-12T01:29Z [---] followers, [---] engagements


"@interest_in_bio @onco_park Stemcentryx folks. https://www.fiercebiotech.com/biotech/abbvie-takes-genmab-court-accusing-its-partner-being-willfully-blind-adc-trade-secret-theft https://www.fiercebiotech.com/biotech/abbvie-takes-genmab-court-accusing-its-partner-being-willfully-blind-adc-trade-secret-theft"  
[X Link](https://x.com/NotGenentech/status/1904358557174366636)  2025-03-25T02:23Z [---] followers, [--] engagements


"@avidresearch The acquisition of Mirati was for Adagrasib (approved no liver tox) and MRTX1719"  
[X Link](https://x.com/NotGenentech/status/1904561000587923623)  2025-03-25T15:48Z [---] followers, [---] engagements


"@drrichjlaw Has Alpabet extracted any value from Calico Last I checked all their drugs in the clinics were duds"  
[X Link](https://x.com/NotGenentech/status/1906726309142901132)  2025-03-31T15:12Z [---] followers, [---] engagements


"@PikaCapital BeiGene/BOM/whatever only knows how to poach talent and steal IP. They have no homegrown drugs"  
[X Link](https://x.com/NotGenentech/status/1906902475409645646)  2025-04-01T02:52Z [---] followers, [--] engagements


"@PTarantinoMD Dual payload ADCs will just lead to faster resistance. Poor durability"  
[X Link](https://x.com/NotGenentech/status/1908898550605554074)  2025-04-06T15:04Z [---] followers, [---] engagements


"@avidresearch Commercially unviable"  
[X Link](https://x.com/NotGenentech/status/1912524197563367427)  2025-04-16T15:11Z [---] 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/anyuser/status/1914852912242864597)  2025-04-23T01:24Z [---] followers, [----] engagements


"@Banana_Oncology [----] does the job"  
[X Link](https://x.com/NotGenentech/status/1915046911478009975)  2025-04-23T14:15Z [---] 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/anyuser/status/1916667520586572039)  2025-04-28T01:35Z [---] followers, [---] engagements


"When your favorite #TechBio clears out its entire pipeline for an acquired one.#gasp $RXRX"  
[X Link](https://x.com/anyuser/status/1919408261058670698)  2025-05-05T15:06Z [---] followers, [----] engagements


"@avidresearch $RVMD is so desperate to get acquired"  
[X Link](https://x.com/NotGenentech/status/1920334488296697955)  2025-05-08T04:26Z [---] followers, [---] engagements


"@PickingMyOwn @avidresearch Pharma companies are not in the business of losing money. Well CytomX is πŸ˜‚"  
[X Link](https://x.com/NotGenentech/status/1923209151452168673)  2025-05-16T02:49Z [---] followers, [---] engagements


"@jeromeleonard5 @jq1234t Crizotinib is a dirty repurposed TKI. Not MET selective"  
[X Link](https://x.com/NotGenentech/status/1925950336814010762)  2025-05-23T16:21Z [---] followers, [--] engagements


"@NachoTrust @avidresearch The market is so shit. Everyone has a price"  
[X Link](https://x.com/NotGenentech/status/1926843091572445664)  2025-05-26T03:29Z [---] followers, [---] engagements


"@PersimmonTI Eli Lilly and STX-478 was on par if not more"  
[X Link](https://x.com/NotGenentech/status/1927032473331900762)  2025-05-26T16:01Z [---] followers, [---] engagements


"@JacobPlieth @ApexOnco Novartis released data at AACR. It was unimpressive. MSIhigh.low unmet need"  
[X Link](https://x.com/NotGenentech/status/1930619507124609201)  2025-06-05T13:35Z [---] followers, [---] engagements


"@Banana_Oncology @HartungIngo @gerlach_d You have poor reading comprehension. Sotorasib and Adagrasib are approved in CRC in combination with anti-EGFR mAbs"  
[X Link](https://x.com/NotGenentech/status/1936626539782947045)  2025-06-22T03:25Z [---] followers, [---] engagements


"$RVMD so transparently desperate for a buyout"  
[X Link](https://x.com/NotGenentech/status/1937554007331090941)  2025-06-24T16:50Z [---] followers, [---] engagements


"@houndcl They want a large buyout"  
[X Link](https://x.com/NotGenentech/status/1937564413252534664)  2025-06-24T17:32Z [---] followers, [---] engagements


"@JacobPlieth They are desperate for a large buyout. Word on the street. 😏"  
[X Link](https://x.com/NotGenentech/status/1937902532254437453)  2025-06-25T15:55Z [---] followers, [---] engagements


"Desperation from $RVMD $RVMD mortgages royalties for more cash https://t.co/EBY4ARJ1mz $RVMD mortgages royalties for more cash https://t.co/EBY4ARJ1mz"  
[X Link](https://x.com/NotGenentech/status/1937902720662507816)  2025-06-25T15:56Z [---] followers, [---] engagements


"@houndcl Large molecule small molecule"  
[X Link](https://x.com/anyuser/status/1939095167216296346)  2025-06-28T22:54Z [---] followers, [---] engagements


"@houndcl @HOThomasWPhelps Platform toxicity or on-target"  
[X Link](https://x.com/NotGenentech/status/1939168818397683869)  2025-06-29T03:47Z [---] followers, [--] engagements


"@houndcl @HOThomasWPhelps Size of the molecule"  
[X Link](https://x.com/NotGenentech/status/1939387081962422538)  2025-06-29T18:14Z [---] followers, [--] engagements


"@BowTiedBiotech Has EsoBiotech released clinical data or just the press release"  
[X Link](https://x.com/NotGenentech/status/1941546756229251080)  2025-07-05T17:16Z [---] followers, [---] engagements


"@houndcl Gem/Abrax is not 1L preferred for PDAC in the USA after the OS win of FOLFIRINOX which is an issue for commercial potential. Ideally a TOP1i ADC will displace Irinotecan from FOLFIRI (CRC) and FOLFIRINOX (PDAC) and make this combo more tolerable. πŸ˜‰"  
[X Link](https://x.com/NotGenentech/status/1941922419322859598)  2025-07-06T18:09Z [---] followers, [---] engagements


"@houndcl @2_Simple_Naive Or PI3K EGFR MET etc etc. Targeting growth factor signaling pathways beyond RTK fusions (eg selective ALKi) has always had durability challenges (particularly in CRC)"  
[X Link](https://x.com/NotGenentech/status/1941940057025454330)  2025-07-06T19:19Z [---] followers, [---] engagements


"@houndcl @2_Simple_Naive We will see how [----] performs in combo with EGFR antibody in CRC"  
[X Link](https://x.com/NotGenentech/status/1941942090713411901)  2025-07-06T19:27Z [---] followers, [---] engagements


"@End_myeloma @JoshuaRichterMD Bort is a covalent"  
[X Link](https://x.com/NotGenentech/status/1944070535530651921)  2025-07-12T16:25Z [---] followers, [--] engagements


"@matthewherper @adamfeuerstein Pharmacyclics was a terrible decision. I doubt AbbVie has even extracted $20 billion from Ibrutinib"  
[X Link](https://x.com/anyuser/status/1944899361609007558)  2025-07-14T23:18Z [---] followers, [---] engagements


"@ADesaiMD @JCOOP_ASCO @HemOncFellows @LungCancerRx @oncodaily @thenasheffect @jamecancerdoc @IshwariaMD @VivekSubbiah @fumikochino @DevikaDasMD @PGrivasMDPhD We are expanding Merck revenue"  
[X Link](https://x.com/NotGenentech/status/1945590414498828653)  2025-07-16T21:04Z [---] followers, [---] engagements


"Very selective and definitely does NOT cross-react with G12C ("selective" inhibitor). Who were these reviewers #Science #RevMed $RVMD"  
[X Link](https://x.com/NotGenentech/status/1949267512866300067)  2025-07-27T00:36Z [---] followers, [----] engagements


"@AlexJColville AbbVie + Calico collaboration was not renewed. Definitely worth the billions spent on the amazing ideas from Genentech alumni (*cough* Broad Institute). #ThanksArtandRick"  
[X Link](https://x.com/NotGenentech/status/1950715964749906223)  2025-07-31T00:31Z [---] followers, [--] engagements


"@BowTiedBiotech Sounds like Abbvie is giving up on internal Discovery and going on shopping sprees"  
[X Link](https://x.com/NotGenentech/status/1951073609365201206)  2025-08-01T00:12Z [---] followers, [--] engagements


"@PTarantinoMD @US_FDA @JCO_ASCO Impressive that this was approved with no benefit to USA patients"  
[X Link](https://x.com/anyuser/status/1953118504363647401)  2025-08-06T15:38Z [---] followers, [---] engagements


"@bioinvestor24 You consider IBRUTINIB a success This was a disaster - (1) revenue split (with J&J) and (2) rapid displacement by follow on molecules (Zanu Acala). I doubt AbbVie has even returned value from the $20 billion they spent on PCYC. Their M&A departments is the worst (Stemcentryx)"  
[X Link](https://x.com/NotGenentech/status/1959425867052142861)  2025-08-24T01:21Z [---] followers, [---] engagements


"@doepke_michel $NVO getting desperate"  
[X Link](https://x.com/NotGenentech/status/1962335371397832841)  2025-09-01T02:03Z [---] followers, [---] engagements


"@JacobPlieth The post-covid paths of Moderna vs Biontech have been fascinating to watch"  
[X Link](https://x.com/NotGenentech/status/1963614440282358068)  2025-09-04T14:45Z [---] followers, [---] engagements


"@jeromeleonard5 Tarla is already 2L approved.unless you think an ADC can beat it"  
[X Link](https://x.com/NotGenentech/status/1964724064771273131)  2025-09-07T16:14Z [---] followers, [---] engagements


"@bioinvestor24 All that hard work of drug discovery and their best asset is one they acquire from a China biotech that is outside of their thesis (Synthetic lethality). US biotech is cooked"  
[X Link](https://x.com/NotGenentech/status/1964726188322218329)  2025-09-07T16:23Z [---] followers, [---] engagements


"@avidresearch PFS is on par with all Top1i ADCs in this space. SCLC is notoriously very sensitive to DNA damaging chemo agents (ie Cisp Top2i Top1i) but the responses are short lived"  
[X Link](https://x.com/NotGenentech/status/1964726859712880976)  2025-09-07T16:26Z [---] followers, [---] engagements


"@jeromeleonard5 Their PARG molecule is cooked"  
[X Link](https://x.com/NotGenentech/status/1964727466737668528)  2025-09-07T16:28Z [---] followers, [---] engagements


"@jeromeleonard5 Ideaya BD Ideaya R&D. Considering Darova also came from Novartis"  
[X Link](https://x.com/NotGenentech/status/1964748210280472735)  2025-09-07T17:50Z [---] followers, [---] engagements


"Has #RevMed given up on CRC 🧐"  
[X Link](https://x.com/NotGenentech/status/1965266044001595836)  2025-09-09T04:08Z [---] followers, [----] engagements


"@houndcl Someone is courting them for an acquisition and RevMed is trying to up the price. Transparent"  
[X Link](https://x.com/NotGenentech/status/1965887923846524992)  2025-09-10T21:19Z [---] followers, [---] engagements


"Release the safety data for your combo $RVMD. Don't be shy"  
[X Link](https://x.com/NotGenentech/status/1965889714990494163)  2025-09-10T21:26Z [---] followers, [---] engagements


"@houndcl Skin and GI tox will kill the ability to combo with anti-EGFR antibodies and chemo in CRC"  
[X Link](https://x.com/NotGenentech/status/1965928002791133321)  2025-09-10T23:58Z [---] followers, [---] engagements


"@jeromeleonard5 Begging for an Amgen acquisition"  
[X Link](https://x.com/NotGenentech/status/1968309439783645333)  2025-09-17T13:41Z [---] followers, [---] engagements


"What major pharmaceutical company has the most home grown ADC's in their clinical pipeline AstraZeneca Pfizer AbbVie Merck AstraZeneca Pfizer AbbVie Merck"  
[X Link](https://x.com/NotGenentech/status/1970661064070283465)  2025-09-24T01:26Z [---] followers, [----] engagements


"AZ pr and msl team working overtime. What major pharmaceutical company has the most home grown ADC's in their clinical pipeline What major pharmaceutical company has the most home grown ADC's in their clinical pipeline"  
[X Link](https://x.com/NotGenentech/status/1971243458519237113)  2025-09-25T16:00Z [---] followers, [----] engagements


"@DrPaulyDeSantis Totally right. AZ are good at controlling the narrative it seems. Their [--] approved ADCs were born elsewhere (Daiichi). AbbVie was the true answer"  
[X Link](https://x.com/NotGenentech/status/1972404302070362517)  2025-09-28T20:53Z [---] followers, [---] engagements


"Tsk tsk tsk. The correct answer is AbbVie (28%) and not AstraZeneca (32%). AZ [--] approved ADCs came from Daiichi Sankyo. AZ pr and msl team working overtime. AZ pr and msl team working overtime"  
[X Link](https://x.com/NotGenentech/status/1972404605096194078)  2025-09-28T20:54Z [---] followers, [----] engagements


"@DickMedChem Fascinating acquisition"  
[X Link](https://x.com/NotGenentech/status/1972450256676893085)  2025-09-28T23:56Z [---] followers, [--] engagements


"@JacobPlieth AZ linker needs to be stable for Samrotecan.it is more potent than DXd SN38 etc"  
[X Link](https://x.com/NotGenentech/status/1826275153984262654)  2024-08-21T15:08Z [---] followers, [--] engagements


"@BiologyMusings Phase I is safety"  
[X Link](https://x.com/NotGenentech/status/1832547197889441935)  2024-09-07T22:31Z [---] followers, [--] engagements


"@DickMedChem $PCYC Bob Duggan speaks directly to Cthulu"  
[X Link](https://x.com/NotGenentech/status/1832852525948494223)  2024-09-08T18:44Z [---] followers, [---] engagements


"@Banana_Oncology @ByMadeleineA CCNE is an obligate binding partner for CDK2 in G1 progression. Amplification of CCNE1/2 creates a transient dependency on CDK2. Likely only path forward is as combo (much like CDK4/6i)"  
[X Link](https://x.com/NotGenentech/status/1834989231334474129)  2024-09-14T16:14Z [---] followers, [---] engagements


"@PTarantinoMD @DFCI_BreastOnc Good luck getting past ABCG2. Resistance to Camptothecin analogues like SN38 and DXd is emerging"  
[X Link](https://x.com/NotGenentech/status/1841313357791740153)  2024-10-02T03:04Z [---] 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 Why wouldn't CDK2 just switch to CCNE2 heterodimers Cedilla went nowhere with their CDK2/CCNE1 PPI's because adaptation is likely rapid to targeting that proteoform"  
[X Link](https://x.com/NotGenentech/status/1851443975796003210)  2024-10-30T02:00Z [---] followers, [---] engagements


"@rainakanak All of these CDK2i look identical in the clinic. I doubt this CCNE1 degrader will differentiate"  
[X Link](https://x.com/NotGenentech/status/1851444307640926237)  2024-10-30T02:01Z [---] followers, [--] engagements


"@stolaney1 @myESMO @BarbaraPistill2 @dradityabardia Top1i ADC after Top1i ADC provides little benefit. Daiichi/AZ doing anything to make Dato-DXd look like a winner"  
[X Link](https://x.com/NotGenentech/status/1889911235103302117)  2025-02-13T05:35Z [---] followers, [---] engagements


"@onco_park This has been shown 2x before: T-DM1 T-DXd and Elahere FRa-Top1 ADC (Genmab)"  
[X Link](https://x.com/NotGenentech/status/1890606604124319957)  2025-02-15T03:38Z [---] followers, [---] engagements


"@PersimmonTI Probably $ABBV again once their TGFB drug bombs"  
[X Link](https://x.com/NotGenentech/status/1893688214457606606)  2025-02-23T15:43Z [---] followers, [---] engagements


"@occams_tooth @A_May_MD Telemedicine is nothing new. Giving anyone willing to take a bad photo on a GLP1 is a poor business practice (morally and ethically)"  
[X Link](https://x.com/NotGenentech/status/1893700838138286260)  2025-02-23T16:33Z [---] 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/anyuser/status/1920468397151674818)  2025-05-08T13:18Z [---] followers, [---] engagements


"@JacobPlieth BeiGene.or BeOne.throw everything out and the kitchen sink"  
[X Link](https://x.com/NotGenentech/status/1939709574115987588)  2025-06-30T15:36Z [---] followers, [---] engagements


"@houndcl I suspect no monotherapy activity in CRC"  
[X Link](https://x.com/NotGenentech/status/1959010232547647740)  2025-08-22T21:50Z [---] followers, [---] engagements


"@BowTiedBiotech You are forgetting AbbVie and Umoja"  
[X Link](https://x.com/NotGenentech/status/1962203058101957051)  2025-08-31T17:17Z [---] followers, [---] engagements


"@jeromeleonard5 Are the responses coming from MAT2Ai or Trodelvy"  
[X Link](https://x.com/NotGenentech/status/1965111165505380547)  2025-09-08T17:53Z [---] followers, [---] engagements


"Safe and well tolerated. Eeeek. $RVMD"  
[X Link](https://x.com/NotGenentech/status/1965890852133413178)  2025-09-10T21:31Z [---] followers, [----] engagements


"@JohnCendpts GSK to buy Genmab"  
[X Link](https://x.com/NotGenentech/status/1972703295929196996)  2025-09-29T16:41Z [---] followers, [---] engagements


"@A_May_MD Genmab will incur significant revenue loss soon (Dara IV-Dara subq).desperation"  
[X Link](https://x.com/NotGenentech/status/1972717826818682906)  2025-09-29T17:39Z [---] followers, [---] engagements


"@JacobPlieth @JackSha90859576 Geda is a dual PIK3CA/MTOR kinase inhibitor"  
[X Link](https://x.com/NotGenentech/status/1979640600782946595)  2025-10-18T20:07Z [---] followers, [---] engagements


"@JacobPlieth Genmab is rushing. The dose they selected has too much tox"  
[X Link](https://x.com/NotGenentech/status/1979915229862543748)  2025-10-19T14:19Z [---] followers, [---] engagements


"Curious data from $RVMD. Would this combo be tolerable No. Maybe they can consider a MET or EGFR targeting ADC that lacks overlapping toxicities"  
[X Link](https://x.com/NotGenentech/status/1981470219353670028)  2025-10-23T21:18Z [---] followers, [---] engagements


"@matthewherper Thanks Genmab"  
[X Link](https://x.com/NotGenentech/status/1998561592011800649)  2025-12-10T01:13Z [---] followers, [---] engagements


"@bdermanmd @Bethfaiman Ven/Dara combo had astounding activity. I suspect AbbVie and Genentech did not pursue this due to commercial reasons and not because of efficacy"  
[X Link](https://x.com/NotGenentech/status/2000365033667297319)  2025-12-15T00:39Z [---] followers, [--] engagements


""Safe and well tolerated" $DSNKY $MRK Pivotal ifinatamab deruxtecan trial on global clinical halt over ILD deaths. Scoop via @ApexOnco - https://t.co/XNvk4BD4Sd $MRK $DSNKY $AZN Pivotal ifinatamab deruxtecan trial on global clinical halt over ILD deaths. Scoop via @ApexOnco - https://t.co/XNvk4BD4Sd $MRK $DSNKY $AZN"  
[X Link](https://x.com/NotGenentech/status/2001480386904494586)  2025-12-18T02:31Z [---] followers, [---] engagements


"@Andre_AGTC 300x shift in binding affinity in the ON-state "  
[X Link](https://x.com/NotGenentech/status/2002979942527905814)  2025-12-22T05:50Z [---] followers, [--] engagements


"RT @DrSamuelBHume: I was curious about the most cited (non-Covid) clinical trial from the last [--] years it's this one: [-----] citations"  
[X Link](https://x.com/NotGenentech/status/2006771314716250116)  2026-01-01T16:55Z [---] followers, [--] engagements


"RT @adamfeuerstein: You'll survive the Great Biotech Crash of Jan. [--] [----]. Trust me you will"  
[X Link](https://x.com/NotGenentech/status/2008232218989384148)  2026-01-05T17:40Z [---] followers, [--] engagements


"RT @JacobPlieth: How many people had $TIL scrapping the Immuneonco deal discontinuing PD-1 x VEGF and going back to TIL therapeutics on t"  
[X Link](https://x.com/anyuser/status/2008568776418287824)  2026-01-06T15:58Z [---] followers, [--] engagements


"RT @adamfeuerstein: No $ABBV $RVMD deal per an Abbvie spokesperson per Bloomberg. Huh"  
[X Link](https://x.com/anyuser/status/2009012790116405416)  2026-01-07T21:22Z [---] followers, [--] engagements


"$RVMD is desperate for a buyout and just pumping offers up before JPM. They will go broke running all those trials"  
[X Link](https://x.com/NotGenentech/status/2009016556567842937)  2026-01-07T21:37Z [---] followers, [----] engagements


"RT @WallStSai: $RVMD WSJ UpdateπŸ‘‡πŸΌ Person familiar with the matter said a deal hasn't been finalized and another suitor may prevail. Revol"  
[X Link](https://x.com/anyuser/status/2009056222079828182)  2026-01-08T00:15Z [---] followers, [--] engagements


"RT @houndcl: NVO doesn't have subcutaneous PD-1 to compete MRK"  
[X Link](https://x.com/anyuser/status/2009368689091752403)  2026-01-08T20:56Z [---] followers, [--] engagements


"@houndcl $RVMD are hemorrhaging cash in a extremely competitive space (there are a million KRAS inhibitors under investigation). This is ignoring all the safety/tox problems Daraxonrasib has in combos (hello diarrhea)"  
[X Link](https://x.com/NotGenentech/status/2009375887582531642)  2026-01-08T21:25Z [---] followers, [---] engagements


"@houndcl @BaseBio1 @NachoTrust This is like BMS buying Mirati only to end up with a dud G12Di and a first gen G12Ci that is going to be rapidly displaced. Merck throwing money down the drain"  
[X Link](https://x.com/NotGenentech/status/2009385988942934394)  2026-01-08T22:05Z [---] followers, [---] engagements


"@BaseBio1 @houndcl @NachoTrust The K/RASi space is incredibly congested"  
[X Link](https://x.com/NotGenentech/status/2009387217979101608)  2026-01-08T22:10Z [---] followers, [---] engagements


"@houndcl @bioinvestor24 @BaseBio1 @NachoTrust Getting IP in the K/RASi space is an absolute nightmare with how congested it is"  
[X Link](https://x.com/NotGenentech/status/2009410351088193619)  2026-01-08T23:42Z [---] followers, [---] engagements


"@David8523037723 T-reg targeting is toxic as shit. Holy diarrhea batman"  
[X Link](https://x.com/NotGenentech/status/2009658956126597261)  2026-01-09T16:10Z [---] followers, [---] engagements


"@David8523037723 anti-CCR8 really only works in combination with an anti-PD1. The combined toxicity is very very poor. There is a reason why all the anti-CCR8's have been stuck in phase I for years"  
[X Link](https://x.com/NotGenentech/status/2009662803335106984)  2026-01-09T16:25Z [---] followers, [--] engagements


"@adamfeuerstein Only Merck (Pembro LOE) and Lilly (too much $$$) can make this acquisition. Overpriced"  
[X Link](https://x.com/NotGenentech/status/2009715636600238149)  2026-01-09T19:55Z [---] followers, [----] engagements


"RT @JacobPlieth: Is $AZN still buying $SMMT"  
[X Link](https://x.com/anyuser/status/2009734019563307047)  2026-01-09T21:08Z [---] followers, [--] engagements


"@bioinvestor24 $AZN already have a deal for a multi KRAS"  
[X Link](https://x.com/NotGenentech/status/2009734751469424889)  2026-01-09T21:11Z [---] followers, [---] engagements


"RT @bradloncar: This is been the slowest JPM for news in a long time"  
[X Link](https://x.com/anyuser/status/2010746642933461203)  2026-01-12T16:12Z [---] followers, [--] engagements


"@pashtoonkasi @dr_yakupergun @NatureComms https://aacrjournals.org/clincancerres/article-abstract/31/7/1268/754295/Human-Epidermal-Growth-Factor-Receptor-2-LossredirectedFrom=fulltext http://aacrjournals.org/cancerdiscovery/article/doi/10.1158/2159-8290.CD-25-0647/771250/Trastuzumab-Deruxtecan-Resistance-via-Loss-of-HER2 https://aacrjournals.org/clincancerres/article-abstract/31/7/1268/754295/Human-Epidermal-Growth-Factor-Receptor-2-LossredirectedFrom=fulltext"  
[X Link](https://x.com/NotGenentech/status/2010885077954412599)  2026-01-13T01:22Z [---] followers, [--] engagements


"@BowTiedBiotech Hopefully not another ILD hold for these DXd ADCs 🀭"  
[X Link](https://x.com/NotGenentech/status/2011165222028132757)  2026-01-13T19:55Z [---] followers, [---] engagements


"@bioinvestor24 Why would MGC026 NOT have ILD.this is a platform toxicity exacerbated by TOP1i and cleavable linkers"  
[X Link](https://x.com/NotGenentech/status/2011247983652900943)  2026-01-14T01:24Z [---] followers, [---] engagements


"RT @BioStocks: US pharma companies are considering withholding or delaying drug launches in Europe over prices. $PFE $BMY $XBI https://t"  
[X Link](https://x.com/anyuser/status/2013033472722387187)  2026-01-18T23:39Z [---] followers, [--] engagements


"@NReguart @TheLancet ABBV-400 (MET ADC) is superior to the MET TKIs in the MET-amp population"  
[X Link](https://x.com/NotGenentech/status/2013035826519961889)  2026-01-18T23:48Z [---] followers, [---] engagements


"@a_a_free $RVMD leadership are transparent"  
[X Link](https://x.com/NotGenentech/status/2013393705416155582)  2026-01-19T23:30Z [---] followers, [---] engagements


"RT @hoperugo: @Ealvarezp2 @PTarantinoMD Actually dato is a great drug but the comment above isnt really true. 80% on ascent xd over from"  
[X Link](https://x.com/anyuser/status/2014499684115697986)  2026-01-23T00:45Z [---] followers, [--] engagements


"RT @adamfeuerstein: WSJ: $MRK $RVMD deal off https://www.wsj.com/health/pharma/merck-no-longer-in-talks-to-buy-revolution-medicines-b8d5e5ebgaa_at=eafs&gaa_n=AWEtsqfi0XLjcBZ4vuhwFUZ3Kfpu8Qidy79o1rLvJ8CcMPL986zHwOG6KG0L3g9UsPg%3D&gaa_ts=69767825&gaa_sig=MrZgSUGW2oQoYVC-o0Q6-xe6c4NWo_YlIDO-W5Xp4nOqK1kMtdIbhRLAJc84ZDDyEUFPG0k0iuP6ck9qLNP9Tw%3D%3D"  
[X Link](https://x.com/NotGenentech/status/2015516873404879132)  2026-01-25T20:07Z [---] followers, [--] engagements


"@RenoHemonc @hoperugo @Ealvarezp2 @PTarantinoMD @OncoAlert SG is basically Irinotecan in a Gucci purse"  
[X Link](https://x.com/NotGenentech/status/2015526455795708209)  2026-01-25T20:45Z [---] followers, [--] engagements


"RT @JacobPlieth: Hey @Ayisha_Sharma97 if you or anyone else at @endpts want to continue doing this type of thing you might consider it com"  
[X Link](https://x.com/anyuser/status/2015839958238638481)  2026-01-26T17:31Z [---] followers, [--] engagements


"@BioStocks Let's see how low $RVMD can go"  
[X Link](https://x.com/NotGenentech/status/2015842712701043116)  2026-01-26T17:42Z [---] followers, [---] engagements


"RT @Dr_Oncologista: Dato-DXd shows no significant OS benefit vs physicians choice chemotherapy. @Annals_Oncology OS [----] vs [----] mo; HR"  
[X Link](https://x.com/NotGenentech/status/2008280720007970919)  2026-01-05T20:53Z [---] followers, [--] engagements


"Would this be the largest acquisition for a biotech with only investigational assets"  
[X Link](https://x.com/NotGenentech/status/2009735924670665097)  2026-01-09T21:15Z [---] followers, [---] engagements


"RT @Papa_Heme: Question You have cancer with limited treatments. A drug is available that may make cancer smaller on CT scans for approx [--] Take drug The money Take drug The money"  
[X Link](https://x.com/NotGenentech/status/2010891465560625228)  2026-01-13T01:47Z [---] followers, [--] engagements


"RT @AndrewE_Dunn: "Were trying to cure cancer; we dont want people who want to go mountain biking at 4:30 in the afternoon." Biotech nee"  
[X Link](https://x.com/NotGenentech/status/2011248148027752699)  2026-01-14T01:25Z [---] followers, [--] engagements


"Maybe we can have #JPM2027 in Shanghai or Beijing next year"  
[X Link](https://x.com/NotGenentech/status/2011573009329639583)  2026-01-14T22:55Z [---] followers, [----] engagements


"@houndcl It would be one of the largest acquisitions for a company with only investigational assets.in a hyper-competitive and congested space (RAS). $MRK would be stupid to spend $30b on #RVMD"  
[X Link](https://x.com/NotGenentech/status/2015516575198265408)  2026-01-25T20:06Z [---] followers, [----] engagements


"@PCM_bio Too expensive for what they are worth. K/RAS space is extremely congested with minimal differentiation"  
[X Link](https://x.com/NotGenentech/status/2015518296909762921)  2026-01-25T20:13Z [---] followers, [---] engagements


"RT @MaxUnfried: Longevity Medicine has for the most parts become an unserious endeavor. At the current state its filled with pseudoscien"  
[X Link](https://x.com/NotGenentech/status/2015519899096117670)  2026-01-25T20:19Z [---] 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/anyuser/status/1878108732921397436)  2025-01-11T15:56Z [---] followers, [----] engagements


"@bioinvestor24 @JacobPlieth https://www.clinicaltrials.gov/study/NCT06983743 https://www.clinicaltrials.gov/study/NCT06983743"  
[X Link](https://x.com/NotGenentech/status/2002979573387198654)  2025-12-22T05:48Z [---] followers, [---] engagements


"@adamfeuerstein $RVMD have to be the worst negotiators of all time"  
[X Link](https://x.com/NotGenentech/status/2015517482858230183)  2026-01-25T20:09Z [---] followers, [----] engagements


"@houndcl Only $LLY have the cash and M&A group stupid enough to buy $RVMD"  
[X Link](https://x.com/NotGenentech/status/2015517953861763318)  2026-01-25T20:11Z [---] followers, [---] engagements


"If someone actually buys $RVMD for $40 billion I will swim from Alcatraz"  
[X Link](https://x.com/NotGenentech/status/2015529048504684943)  2026-01-25T20:55Z [---] followers, [----] engagements


"@DrDiGiorgio We spend more to insure a fraction of our population via Medicaid than the UK does for its entire populace via the NHS. #Freedom"  
[X Link](https://x.com/NotGenentech/status/2018018279361847773)  2026-02-01T17:47Z [---] followers, [---] engagements


"@JacobPlieth @AppleHelix I'm sure that gr3 % will get worse in the real-world setting"  
[X Link](https://x.com/NotGenentech/status/2018350755837792392)  2026-02-02T15:48Z [---] followers, [--] engagements


"@drrichjlaw Whoever runs S&E at Pfizer should be fired"  
[X Link](https://x.com/NotGenentech/status/2018779982211023265)  2026-02-03T20:13Z [---] followers, [---] engagements


"@HOThomasWPhelps Good luck to Merck lol"  
[X Link](https://x.com/NotGenentech/status/2019064589141278764)  2026-02-04T15:04Z [---] followers, [---] engagements


"@PTarantinoMD Trodelvy has the worst linkers. Basically like giving SN38"  
[X Link](https://x.com/NotGenentech/status/1969459777106571773)  2025-09-20T17:52Z [---] 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


"@VincentRK @mvmateos @End_myeloma @szusmani @SagarLonialMD @YiLinMDPhD @mtmdphd Genmab makes amazing drugs"  
[X Link](https://x.com/NotGenentech/status/1998572767948734519)  2025-12-10T01:57Z [---] 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


"@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


"@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

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@NotGenentech Avatar @NotGenentech NotGenentech

NotGenentech posts on X about $abbv, $rvmd, acquisition, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [---] -31%
  • [--] Month [-------] -51%
  • [--] Months [-------] +2,383%
  • [--] Year [-------] +2,781%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] no change
  • [--] Months [---] +115%
  • [--] Year [---] +153%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +0.28%
  • [--] Month [---] +2.30%
  • [--] Months [---] +19%
  • [--] Year [---] +90%

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

CreatorRank Line Chart

Social Influence

Social category influence stocks finance currencies countries technology brands travel destinations social networks fashion brands luxury brands

Social topic influence $abbv, $rvmd, acquisition, in the, money, doubt, combo, approved, $rlay, data

Top assets mentioned AbbVie Inc (ABBV) Revolution Medicines, Inc. (RVMD) Relay Therapeutics, Inc. (RLAY) Merck & Co., Inc. (MRK) AstraZeneca PLC (AZN) Recursion Pharmaceuticals, Inc. (RXRX) Novartis AG (NVS) Pfizer, Inc. (PFE) ChessCoin (CHESS) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Instil Bio, Inc. (TIL) Summit Therapeutics Inc. Common Stock (SMMT) Bristol-Myers Squibb Co (BMY) IDEAYA Biosciences, Inc. Common Stock (IDYA)

Top Social Posts

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

"@nolastevedore Oncology is crowded. Kinase inhibitors are so 90s"
X Link 2023-07-02T17:24Z [---] followers, [---] engagements

"@bradloncar Still better than AbbVie and Stemcentryx"
X Link 2023-07-21T23:40Z [---] followers, [----] engagements

"@JacobPlieth Acquisition of PCYC was more about establishing AbbVie as a player in Oncology. Buying an asset (Ibrutinib) that competes with your own (Venetoclax) usually isn't the best strategy"
X Link 2023-08-29T15:19Z [---] followers, [--] engagements

"@paras_biotech Imfinzi is from MedImmune. Acquisition"
X Link 2023-09-14T23:49Z [---] followers, [---] engagements

"@JacobPlieth Navitoclax is just a garbage drug. Not sure why AbbVie is wasting their time with it"
X Link 2023-12-10T18:53Z [---] followers, [---] engagements

"@JacobPlieth @ApexOnco Isn't AbbVie suing BeiGene"
X Link 2023-12-23T20:21Z [---] followers, [--] engagements

"@grhyasen Too many me too companies building the same drugs with no clear differentiation. More contraction is needed"
X Link 2024-01-01T17:23Z [---] followers, [---] engagements

"@drug_smolecules AR-NTD is disordered and unstructured. They claim their drug acts as a covalent but provide no evidence for it. The molecule likely just destabilizes AR leading to its unfolding and degradation"
X Link 2024-01-20T15:36Z [---] followers, [--] engagements

"@JacobPlieth @ByMadeleineA Very strange target for a covalent"
X Link 2024-02-02T02:05Z [---] followers, [---] engagements

"@KRHornberger Likely need 95% degradation of BTK for efficacy due to its strong activity as an oncogene. The last figure tells me the durability of efficacy will be poor"
X Link 2024-02-02T17:25Z [---] followers, [---] engagements

"@DickMedChem Only shitty drugs from Constellation. BETi and EZH2i. Why"
X Link 2024-02-05T23:51Z [---] followers, [--] engagements

"@adamfeuerstein Constellation only made garbage drugs with small markets. BETi and EZH2i make no money and their activity/efficacy is debatable"
X Link 2024-02-05T23:52Z [---] followers, [---] engagements

"@lipa0902 BPMC"
X Link 2024-02-06T21:46Z [---] followers, [---] engagements

"@jq1234t Going to make AbbVie feel like fools for that Immunogen buyout"
X Link 2024-02-07T03:00Z [---] followers, [---] engagements

"@JohnCendpts AbbVie paid $200 million for a CD47 antibody that doesn't even bind CD47. Not as bad as [--] billion but still pretty embarassing for their M&A department"
X Link 2024-02-07T20:28Z [---] followers, [---] engagements

"@KRHornberger Don't forget about the very selective covalent degraders that come out of a particular lab at Berkeley"
X Link 2024-02-09T01:57Z [---] followers, [---] engagements

"@jq1234t @GooseData @Bakery_bros Pfizer don't really discover any drugs. They have big M&A budget"
X Link 2024-03-01T05:36Z [---] followers, [---] engagements

"@Bakery_bros AbbVie/Immunogen drug will get supplanted by FRalpha-TOP1i ADCs"
X Link 2024-03-09T23:11Z [---] followers, [---] engagements

"@LifeSciVC Who knew AbbVie were the real ADC longs"
X Link 2024-03-10T05:54Z [---] followers, [---] engagements

"@PirateWaffle It's a orthosteric CDK9 inhibitor. Not a MYC/CDK9 PPI molecule. Their platform boils down to nonsensical phenotypic screening"
X Link 2024-03-23T01:54Z [---] followers, [--] engagements

"@geordifrere Unconvincing"
X Link 2024-03-23T21:44Z [---] followers, [--] engagements

"@BowTiedBiotech Epkinly developed by AbbVie"
X Link 2024-04-02T02:56Z [---] followers, [---] engagements

"@KRHornberger @beth_halford ABBV-101 is a BTK degrader. Phase I started last year"
X Link 2024-04-13T17:55Z [---] followers, [---] engagements

"@jq1234t AbbVie got SEZ6 from Stemcentryx. ABBV011 was a dud (shitty calicheamicin payload) but ABBV-706 (Top1i) will be a game changer in SCLC"
X Link 2024-04-28T00:48Z [---] followers, [---] engagements

"@DrDowdyJackson @PTarantinoMD Thank you for the intelligent discourse. I'm sure patients and clinicians really love the bone marrow tox and cytopenia DLTs that come from shitty ADCs πŸ™‚πŸ™‚"
X Link 2024-05-30T03:15Z [---] followers, [--] engagements

"@BiotechElmo AbbVie release any data on ABBV-101"
X Link 2024-06-16T16:17Z [---] followers, [---] engagements

"@learnbiotech @Prof_Oak_ Osi is a poor example. 3rd generation TKI"
X Link 2024-07-21T16:17Z [---] followers, [--] engagements

"@AaronGoodman33 @VPrasadMDMPH LGG is a death sentence. Slow growing with no options beyond RT and TMZ"
X Link 2024-08-07T17:12Z [---] 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

"@HealthcareNinj1 They just want to be acquired at this point. Use whatever comparator arm you like to get a good result even if it is not the correct one"
X Link 2024-09-08T18:59Z [---] followers, [---] engagements

"@Anonym64382296 @adamfeuerstein Antibodies aren't sentient beings. They circulate and bind an antigen. They don't home specifically to the TME or tumor"
X Link 2024-09-08T19:40Z [---] followers, [---] engagements

"@Mark748779211 @RNAiAnalyst Bevacizumab is a GNE drug also"
X Link 2024-09-11T01:19Z [---] followers, [--] engagements

"@gerlach_d Teliso-A Teliso-V and Teliso-NK/T.AbbVie really loves that cMET antibody so much they've sent it into the clinic [--] times"
X Link 2024-09-14T16:16Z [---] followers, [---] engagements

"@DebbieRic23 @SGO_org @myESMO That's a lot of cytopenias"
X Link 2024-09-16T02:56Z [---] followers, [---] engagements

"@drug_smolecules Relay and Scorpion are active on helical domain mutants. I am 99% sure this is a me-too of LoXo/Lilly molecule which is specific to kinase domain mutants"
X Link 2024-09-19T20:37Z [---] followers, [---] engagements

"@raffcolo How many times has AbbVie sent this antibody into the clinic They really love cMET"
X Link 2024-09-28T17:14Z [---] followers, [---] engagements

"@Banana_Oncology SubQ version is better tolerated"
X Link 2024-10-03T17:47Z [---] followers, [---] engagements

"@drug_smolecules @EGutlederer Nothing says "great strategy" like sending back up molecules into the clinic"
X Link 2024-10-07T16:10Z [---] followers, [---] engagements

"@Carflos223Matos @wei921962 @EGutlederer @drug_smolecules They are so far behind in the clinic. This is like Rucaparib"
X Link 2024-10-10T00:25Z [---] followers, [--] engagements

"@JacobPlieth @ApexOnco PTK7 ADC not inhibitor"
X Link 2024-10-10T00:29Z [---] followers, [---] engagements

"@TurtlasBot @JacobPlieth Nothing quite like dumping [--] uM of drug onto cells"
X Link 2024-10-15T04:45Z [---] followers, [--] engagements

"@raffcolo @PTarantinoMD @VriesElisabeth @AACRPres @ElizSMcKenna @CD_AACR There are several antibody degrader conjugates in clinical trials now. You missed ABBV-787"
X Link 2024-10-27T19:20Z [---] 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

"@Jon597736721985 @onco_park Hyperglycemia is ON-TARGET to hitting these proteins. This is basic PI3K/AKT biology. The population is irrelevant"
X Link 2024-11-05T16:57Z [---] followers, [---] engagements

"@JacobPlieth Seems like they are looking to piss AbbVie off (ie Elahere ABBV-400 competitors)"
X Link 2024-11-09T03:14Z [---] followers, [---] engagements

"@PirateWaffle Hopefully they make the right choice and dissolve themselves to return whatever money is left to shareholders"
X Link 2024-11-18T04:13Z [---] followers, [---] engagements

"@SuyogCancer @NatRevClinOncol Enhertu should be first option for anyone presenting with ERBB2 mutation amplification or over-expression"
X Link 2024-11-20T03:03Z [---] followers, [---] engagements

"@bio_clouseau There is a reason why Pfizer threw these assets away"
X Link 2024-11-21T00:12Z [---] followers, [---] engagements

"When will $KRON file for chapter 11"
X Link 2024-11-23T20:35Z [---] followers, [---] engagements

"@JacobPlieth Looks covalent BTKs are still on the menu"
X Link 2024-12-10T00:35Z [---] followers, [---] engagements

"@avidresearch @bigpharmaguy Liver tox will kill STX-478"
X Link 2024-12-12T03:54Z [---] followers, [--] engagements

"@JialiangLiang @semodough Liver tox will kill that drug"
X Link 2024-12-13T01:39Z [---] followers, [---] engagements

"@JacobPlieth @ApexOnco This company is so desperate for an acquisition they release immature response data with nothing on durability. No updates on IDE161 for a year"
X Link 2024-12-13T15:47Z [---] followers, [--] engagements

"@bio_clouseau Desperate for an acquisition by AbbVie"
X Link 2024-12-29T17:18Z [---] followers, [---] engagements

"@avidresearch Second cut of IDE161 monotherapy clinical activity will reveal all SD and poor durability"
X Link 2024-12-29T19:55Z [---] followers, [---] engagements

"@viewfromahill9 @PersimmonTI @JacobPlieth Another way to think about this is that PARG-KO leads to bypass of TOP1i-cytotoxicity. So keeping it around is ideal (inhibitor vs degrader). The Ellifsen presentation focused primarily on sensitizers (eg PARP1) and factors mediating internalization of the antigen/ADC complex"
X Link 2024-12-30T03:53Z [---] 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

"@matthewherper @dwallacewells PD-L1 status dictates anti-PD1 activity. It's a predictive biomarker. The lack of predictive biomarker for other CPI agents has hindered follow on successes beyond anti-PD1/PDL1"
X Link 2025-01-03T17:04Z [---] followers, [--] engagements

"@JialiangLiang @drrichjlaw Maybe wait for a phase III readout before drawing conclusions"
X Link 2025-01-11T19:17Z [---] followers, [---] engagements

"@nat_pop3333 @drrichjlaw The Relay and Scorpion molecule bind to the same allosteic pocket. The Relay molecule has overall poorer drug like properties (they were planning to send a backup into the clinic RLY5836)"
X Link 2025-01-12T00:34Z [---] followers, [--] engagements

"@PTarantinoMD 4D chess strategy by DS/AZ to get multiple assets approved in the indication and compete against yourself"
X Link 2025-01-17T19:55Z [---] followers, [---] engagements

"@JialiangLiang @raffcolo @DrPaulyDeSantis Trodelvy has a very unstable linker. It is almost like giving SN38 alone"
X Link 2025-02-11T03:32Z [---] followers, [---] engagements

"@bio_clouseau I suspect non-covalents will not work on G12D. RevMed compound is effectively a non-degrading glue"
X Link 2025-03-02T16:52Z [---] followers, [--] engagements

"@adar170 Should've bought Daiichi"
X Link 2025-03-05T17:12Z [---] followers, [---] engagements

"@Banana_Oncology More competition from SERDs"
X Link 2025-03-11T22:07Z [---] followers, [---] engagements

"@Banana_Oncology I forgot about Enhertu. Enhertu is going to eat everyone's lunch in HR/HER2- BRCA πŸ˜‚"
X Link 2025-03-12T01:29Z [---] followers, [---] engagements

"@interest_in_bio @onco_park Stemcentryx folks. https://www.fiercebiotech.com/biotech/abbvie-takes-genmab-court-accusing-its-partner-being-willfully-blind-adc-trade-secret-theft https://www.fiercebiotech.com/biotech/abbvie-takes-genmab-court-accusing-its-partner-being-willfully-blind-adc-trade-secret-theft"
X Link 2025-03-25T02:23Z [---] followers, [--] engagements

"@avidresearch The acquisition of Mirati was for Adagrasib (approved no liver tox) and MRTX1719"
X Link 2025-03-25T15:48Z [---] followers, [---] engagements

"@drrichjlaw Has Alpabet extracted any value from Calico Last I checked all their drugs in the clinics were duds"
X Link 2025-03-31T15:12Z [---] followers, [---] engagements

"@PikaCapital BeiGene/BOM/whatever only knows how to poach talent and steal IP. They have no homegrown drugs"
X Link 2025-04-01T02:52Z [---] followers, [--] engagements

"@PTarantinoMD Dual payload ADCs will just lead to faster resistance. Poor durability"
X Link 2025-04-06T15:04Z [---] followers, [---] engagements

"@avidresearch Commercially unviable"
X Link 2025-04-16T15:11Z [---] 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

"@Banana_Oncology [----] does the job"
X Link 2025-04-23T14:15Z [---] 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

"When your favorite #TechBio clears out its entire pipeline for an acquired one.#gasp $RXRX"
X Link 2025-05-05T15:06Z [---] followers, [----] engagements

"@avidresearch $RVMD is so desperate to get acquired"
X Link 2025-05-08T04:26Z [---] followers, [---] engagements

"@PickingMyOwn @avidresearch Pharma companies are not in the business of losing money. Well CytomX is πŸ˜‚"
X Link 2025-05-16T02:49Z [---] followers, [---] engagements

"@jeromeleonard5 @jq1234t Crizotinib is a dirty repurposed TKI. Not MET selective"
X Link 2025-05-23T16:21Z [---] followers, [--] engagements

"@NachoTrust @avidresearch The market is so shit. Everyone has a price"
X Link 2025-05-26T03:29Z [---] followers, [---] engagements

"@PersimmonTI Eli Lilly and STX-478 was on par if not more"
X Link 2025-05-26T16:01Z [---] followers, [---] engagements

"@JacobPlieth @ApexOnco Novartis released data at AACR. It was unimpressive. MSIhigh.low unmet need"
X Link 2025-06-05T13:35Z [---] followers, [---] engagements

"@Banana_Oncology @HartungIngo @gerlach_d You have poor reading comprehension. Sotorasib and Adagrasib are approved in CRC in combination with anti-EGFR mAbs"
X Link 2025-06-22T03:25Z [---] followers, [---] engagements

"$RVMD so transparently desperate for a buyout"
X Link 2025-06-24T16:50Z [---] followers, [---] engagements

"@houndcl They want a large buyout"
X Link 2025-06-24T17:32Z [---] followers, [---] engagements

"@JacobPlieth They are desperate for a large buyout. Word on the street. 😏"
X Link 2025-06-25T15:55Z [---] followers, [---] engagements

"Desperation from $RVMD $RVMD mortgages royalties for more cash https://t.co/EBY4ARJ1mz $RVMD mortgages royalties for more cash https://t.co/EBY4ARJ1mz"
X Link 2025-06-25T15:56Z [---] followers, [---] engagements

"@houndcl Large molecule small molecule"
X Link 2025-06-28T22:54Z [---] followers, [---] engagements

"@houndcl @HOThomasWPhelps Platform toxicity or on-target"
X Link 2025-06-29T03:47Z [---] followers, [--] engagements

"@houndcl @HOThomasWPhelps Size of the molecule"
X Link 2025-06-29T18:14Z [---] followers, [--] engagements

"@BowTiedBiotech Has EsoBiotech released clinical data or just the press release"
X Link 2025-07-05T17:16Z [---] followers, [---] engagements

"@houndcl Gem/Abrax is not 1L preferred for PDAC in the USA after the OS win of FOLFIRINOX which is an issue for commercial potential. Ideally a TOP1i ADC will displace Irinotecan from FOLFIRI (CRC) and FOLFIRINOX (PDAC) and make this combo more tolerable. πŸ˜‰"
X Link 2025-07-06T18:09Z [---] followers, [---] engagements

"@houndcl @2_Simple_Naive Or PI3K EGFR MET etc etc. Targeting growth factor signaling pathways beyond RTK fusions (eg selective ALKi) has always had durability challenges (particularly in CRC)"
X Link 2025-07-06T19:19Z [---] followers, [---] engagements

"@houndcl @2_Simple_Naive We will see how [----] performs in combo with EGFR antibody in CRC"
X Link 2025-07-06T19:27Z [---] followers, [---] engagements

"@End_myeloma @JoshuaRichterMD Bort is a covalent"
X Link 2025-07-12T16:25Z [---] 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

"@ADesaiMD @JCOOP_ASCO @HemOncFellows @LungCancerRx @oncodaily @thenasheffect @jamecancerdoc @IshwariaMD @VivekSubbiah @fumikochino @DevikaDasMD @PGrivasMDPhD We are expanding Merck revenue"
X Link 2025-07-16T21:04Z [---] followers, [---] engagements

"Very selective and definitely does NOT cross-react with G12C ("selective" inhibitor). Who were these reviewers #Science #RevMed $RVMD"
X Link 2025-07-27T00:36Z [---] followers, [----] engagements

"@AlexJColville AbbVie + Calico collaboration was not renewed. Definitely worth the billions spent on the amazing ideas from Genentech alumni (cough Broad Institute). #ThanksArtandRick"
X Link 2025-07-31T00:31Z [---] followers, [--] engagements

"@BowTiedBiotech Sounds like Abbvie is giving up on internal Discovery and going on shopping sprees"
X Link 2025-08-01T00:12Z [---] 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

"@bioinvestor24 You consider IBRUTINIB a success This was a disaster - (1) revenue split (with J&J) and (2) rapid displacement by follow on molecules (Zanu Acala). I doubt AbbVie has even returned value from the $20 billion they spent on PCYC. Their M&A departments is the worst (Stemcentryx)"
X Link 2025-08-24T01:21Z [---] followers, [---] engagements

"@doepke_michel $NVO getting desperate"
X Link 2025-09-01T02:03Z [---] followers, [---] engagements

"@JacobPlieth The post-covid paths of Moderna vs Biontech have been fascinating to watch"
X Link 2025-09-04T14:45Z [---] followers, [---] engagements

"@jeromeleonard5 Tarla is already 2L approved.unless you think an ADC can beat it"
X Link 2025-09-07T16:14Z [---] followers, [---] engagements

"@bioinvestor24 All that hard work of drug discovery and their best asset is one they acquire from a China biotech that is outside of their thesis (Synthetic lethality). US biotech is cooked"
X Link 2025-09-07T16:23Z [---] followers, [---] engagements

"@avidresearch PFS is on par with all Top1i ADCs in this space. SCLC is notoriously very sensitive to DNA damaging chemo agents (ie Cisp Top2i Top1i) but the responses are short lived"
X Link 2025-09-07T16:26Z [---] followers, [---] engagements

"@jeromeleonard5 Their PARG molecule is cooked"
X Link 2025-09-07T16:28Z [---] followers, [---] engagements

"@jeromeleonard5 Ideaya BD Ideaya R&D. Considering Darova also came from Novartis"
X Link 2025-09-07T17:50Z [---] followers, [---] engagements

"Has #RevMed given up on CRC 🧐"
X Link 2025-09-09T04:08Z [---] followers, [----] engagements

"@houndcl Someone is courting them for an acquisition and RevMed is trying to up the price. Transparent"
X Link 2025-09-10T21:19Z [---] followers, [---] engagements

"Release the safety data for your combo $RVMD. Don't be shy"
X Link 2025-09-10T21:26Z [---] followers, [---] engagements

"@houndcl Skin and GI tox will kill the ability to combo with anti-EGFR antibodies and chemo in CRC"
X Link 2025-09-10T23:58Z [---] followers, [---] engagements

"@jeromeleonard5 Begging for an Amgen acquisition"
X Link 2025-09-17T13:41Z [---] followers, [---] engagements

"What major pharmaceutical company has the most home grown ADC's in their clinical pipeline AstraZeneca Pfizer AbbVie Merck AstraZeneca Pfizer AbbVie Merck"
X Link 2025-09-24T01:26Z [---] followers, [----] engagements

"AZ pr and msl team working overtime. What major pharmaceutical company has the most home grown ADC's in their clinical pipeline What major pharmaceutical company has the most home grown ADC's in their clinical pipeline"
X Link 2025-09-25T16:00Z [---] followers, [----] engagements

"@DrPaulyDeSantis Totally right. AZ are good at controlling the narrative it seems. Their [--] approved ADCs were born elsewhere (Daiichi). AbbVie was the true answer"
X Link 2025-09-28T20:53Z [---] followers, [---] engagements

"Tsk tsk tsk. The correct answer is AbbVie (28%) and not AstraZeneca (32%). AZ [--] approved ADCs came from Daiichi Sankyo. AZ pr and msl team working overtime. AZ pr and msl team working overtime"
X Link 2025-09-28T20:54Z [---] followers, [----] engagements

"@DickMedChem Fascinating acquisition"
X Link 2025-09-28T23:56Z [---] followers, [--] engagements

"@JacobPlieth AZ linker needs to be stable for Samrotecan.it is more potent than DXd SN38 etc"
X Link 2024-08-21T15:08Z [---] followers, [--] engagements

"@BiologyMusings Phase I is safety"
X Link 2024-09-07T22:31Z [---] followers, [--] engagements

"@DickMedChem $PCYC Bob Duggan speaks directly to Cthulu"
X Link 2024-09-08T18:44Z [---] followers, [---] engagements

"@Banana_Oncology @ByMadeleineA CCNE is an obligate binding partner for CDK2 in G1 progression. Amplification of CCNE1/2 creates a transient dependency on CDK2. Likely only path forward is as combo (much like CDK4/6i)"
X Link 2024-09-14T16:14Z [---] followers, [---] engagements

"@PTarantinoMD @DFCI_BreastOnc Good luck getting past ABCG2. Resistance to Camptothecin analogues like SN38 and DXd is emerging"
X Link 2024-10-02T03:04Z [---] 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 Why wouldn't CDK2 just switch to CCNE2 heterodimers Cedilla went nowhere with their CDK2/CCNE1 PPI's because adaptation is likely rapid to targeting that proteoform"
X Link 2024-10-30T02:00Z [---] followers, [---] engagements

"@rainakanak All of these CDK2i look identical in the clinic. I doubt this CCNE1 degrader will differentiate"
X Link 2024-10-30T02:01Z [---] followers, [--] engagements

"@stolaney1 @myESMO @BarbaraPistill2 @dradityabardia Top1i ADC after Top1i ADC provides little benefit. Daiichi/AZ doing anything to make Dato-DXd look like a winner"
X Link 2025-02-13T05:35Z [---] followers, [---] engagements

"@onco_park This has been shown 2x before: T-DM1 T-DXd and Elahere FRa-Top1 ADC (Genmab)"
X Link 2025-02-15T03:38Z [---] followers, [---] engagements

"@PersimmonTI Probably $ABBV again once their TGFB drug bombs"
X Link 2025-02-23T15:43Z [---] followers, [---] engagements

"@occams_tooth @A_May_MD Telemedicine is nothing new. Giving anyone willing to take a bad photo on a GLP1 is a poor business practice (morally and ethically)"
X Link 2025-02-23T16:33Z [---] 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

"@JacobPlieth BeiGene.or BeOne.throw everything out and the kitchen sink"
X Link 2025-06-30T15:36Z [---] followers, [---] engagements

"@houndcl I suspect no monotherapy activity in CRC"
X Link 2025-08-22T21:50Z [---] followers, [---] engagements

"@BowTiedBiotech You are forgetting AbbVie and Umoja"
X Link 2025-08-31T17:17Z [---] followers, [---] engagements

"@jeromeleonard5 Are the responses coming from MAT2Ai or Trodelvy"
X Link 2025-09-08T17:53Z [---] followers, [---] engagements

"Safe and well tolerated. Eeeek. $RVMD"
X Link 2025-09-10T21:31Z [---] followers, [----] engagements

"@JohnCendpts GSK to buy Genmab"
X Link 2025-09-29T16:41Z [---] followers, [---] engagements

"@A_May_MD Genmab will incur significant revenue loss soon (Dara IV-Dara subq).desperation"
X Link 2025-09-29T17:39Z [---] followers, [---] engagements

"@JacobPlieth @JackSha90859576 Geda is a dual PIK3CA/MTOR kinase inhibitor"
X Link 2025-10-18T20:07Z [---] followers, [---] engagements

"@JacobPlieth Genmab is rushing. The dose they selected has too much tox"
X Link 2025-10-19T14:19Z [---] followers, [---] engagements

"Curious data from $RVMD. Would this combo be tolerable No. Maybe they can consider a MET or EGFR targeting ADC that lacks overlapping toxicities"
X Link 2025-10-23T21:18Z [---] followers, [---] engagements

"@matthewherper Thanks Genmab"
X Link 2025-12-10T01:13Z [---] followers, [---] engagements

"@bdermanmd @Bethfaiman Ven/Dara combo had astounding activity. I suspect AbbVie and Genentech did not pursue this due to commercial reasons and not because of efficacy"
X Link 2025-12-15T00:39Z [---] followers, [--] engagements

""Safe and well tolerated" $DSNKY $MRK Pivotal ifinatamab deruxtecan trial on global clinical halt over ILD deaths. Scoop via @ApexOnco - https://t.co/XNvk4BD4Sd $MRK $DSNKY $AZN Pivotal ifinatamab deruxtecan trial on global clinical halt over ILD deaths. Scoop via @ApexOnco - https://t.co/XNvk4BD4Sd $MRK $DSNKY $AZN"
X Link 2025-12-18T02:31Z [---] followers, [---] engagements

"@Andre_AGTC 300x shift in binding affinity in the ON-state "
X Link 2025-12-22T05:50Z [---] followers, [--] engagements

"RT @DrSamuelBHume: I was curious about the most cited (non-Covid) clinical trial from the last [--] years it's this one: [-----] citations"
X Link 2026-01-01T16:55Z [---] followers, [--] engagements

"RT @adamfeuerstein: You'll survive the Great Biotech Crash of Jan. [--] [----]. Trust me you will"
X Link 2026-01-05T17:40Z [---] followers, [--] engagements

"RT @JacobPlieth: How many people had $TIL scrapping the Immuneonco deal discontinuing PD-1 x VEGF and going back to TIL therapeutics on t"
X Link 2026-01-06T15:58Z [---] followers, [--] engagements

"RT @adamfeuerstein: No $ABBV $RVMD deal per an Abbvie spokesperson per Bloomberg. Huh"
X Link 2026-01-07T21:22Z [---] followers, [--] engagements

"$RVMD is desperate for a buyout and just pumping offers up before JPM. They will go broke running all those trials"
X Link 2026-01-07T21:37Z [---] followers, [----] engagements

"RT @WallStSai: $RVMD WSJ UpdateπŸ‘‡πŸΌ Person familiar with the matter said a deal hasn't been finalized and another suitor may prevail. Revol"
X Link 2026-01-08T00:15Z [---] followers, [--] engagements

"RT @houndcl: NVO doesn't have subcutaneous PD-1 to compete MRK"
X Link 2026-01-08T20:56Z [---] followers, [--] engagements

"@houndcl $RVMD are hemorrhaging cash in a extremely competitive space (there are a million KRAS inhibitors under investigation). This is ignoring all the safety/tox problems Daraxonrasib has in combos (hello diarrhea)"
X Link 2026-01-08T21:25Z [---] followers, [---] engagements

"@houndcl @BaseBio1 @NachoTrust This is like BMS buying Mirati only to end up with a dud G12Di and a first gen G12Ci that is going to be rapidly displaced. Merck throwing money down the drain"
X Link 2026-01-08T22:05Z [---] followers, [---] engagements

"@BaseBio1 @houndcl @NachoTrust The K/RASi space is incredibly congested"
X Link 2026-01-08T22:10Z [---] followers, [---] engagements

"@houndcl @bioinvestor24 @BaseBio1 @NachoTrust Getting IP in the K/RASi space is an absolute nightmare with how congested it is"
X Link 2026-01-08T23:42Z [---] followers, [---] engagements

"@David8523037723 T-reg targeting is toxic as shit. Holy diarrhea batman"
X Link 2026-01-09T16:10Z [---] followers, [---] engagements

"@David8523037723 anti-CCR8 really only works in combination with an anti-PD1. The combined toxicity is very very poor. There is a reason why all the anti-CCR8's have been stuck in phase I for years"
X Link 2026-01-09T16:25Z [---] followers, [--] engagements

"@adamfeuerstein Only Merck (Pembro LOE) and Lilly (too much $$$) can make this acquisition. Overpriced"
X Link 2026-01-09T19:55Z [---] followers, [----] engagements

"RT @JacobPlieth: Is $AZN still buying $SMMT"
X Link 2026-01-09T21:08Z [---] followers, [--] engagements

"@bioinvestor24 $AZN already have a deal for a multi KRAS"
X Link 2026-01-09T21:11Z [---] followers, [---] engagements

"RT @bradloncar: This is been the slowest JPM for news in a long time"
X Link 2026-01-12T16:12Z [---] followers, [--] engagements

"@pashtoonkasi @dr_yakupergun @NatureComms https://aacrjournals.org/clincancerres/article-abstract/31/7/1268/754295/Human-Epidermal-Growth-Factor-Receptor-2-LossredirectedFrom=fulltext http://aacrjournals.org/cancerdiscovery/article/doi/10.1158/2159-8290.CD-25-0647/771250/Trastuzumab-Deruxtecan-Resistance-via-Loss-of-HER2 https://aacrjournals.org/clincancerres/article-abstract/31/7/1268/754295/Human-Epidermal-Growth-Factor-Receptor-2-LossredirectedFrom=fulltext"
X Link 2026-01-13T01:22Z [---] followers, [--] engagements

"@BowTiedBiotech Hopefully not another ILD hold for these DXd ADCs 🀭"
X Link 2026-01-13T19:55Z [---] followers, [---] engagements

"@bioinvestor24 Why would MGC026 NOT have ILD.this is a platform toxicity exacerbated by TOP1i and cleavable linkers"
X Link 2026-01-14T01:24Z [---] followers, [---] engagements

"RT @BioStocks: US pharma companies are considering withholding or delaying drug launches in Europe over prices. $PFE $BMY $XBI https://t"
X Link 2026-01-18T23:39Z [---] followers, [--] engagements

"@NReguart @TheLancet ABBV-400 (MET ADC) is superior to the MET TKIs in the MET-amp population"
X Link 2026-01-18T23:48Z [---] followers, [---] engagements

"@a_a_free $RVMD leadership are transparent"
X Link 2026-01-19T23:30Z [---] followers, [---] engagements

"RT @hoperugo: @Ealvarezp2 @PTarantinoMD Actually dato is a great drug but the comment above isnt really true. 80% on ascent xd over from"
X Link 2026-01-23T00:45Z [---] followers, [--] engagements

"RT @adamfeuerstein: WSJ: $MRK $RVMD deal off https://www.wsj.com/health/pharma/merck-no-longer-in-talks-to-buy-revolution-medicines-b8d5e5ebgaa_at=eafs&gaa_n=AWEtsqfi0XLjcBZ4vuhwFUZ3Kfpu8Qidy79o1rLvJ8CcMPL986zHwOG6KG0L3g9UsPg%3D&gaa_ts=69767825&gaa_sig=MrZgSUGW2oQoYVC-o0Q6-xe6c4NWo_YlIDO-W5Xp4nOqK1kMtdIbhRLAJc84ZDDyEUFPG0k0iuP6ck9qLNP9Tw%3D%3D"
X Link 2026-01-25T20:07Z [---] followers, [--] engagements

"@RenoHemonc @hoperugo @Ealvarezp2 @PTarantinoMD @OncoAlert SG is basically Irinotecan in a Gucci purse"
X Link 2026-01-25T20:45Z [---] followers, [--] engagements

"RT @JacobPlieth: Hey @Ayisha_Sharma97 if you or anyone else at @endpts want to continue doing this type of thing you might consider it com"
X Link 2026-01-26T17:31Z [---] followers, [--] engagements

"@BioStocks Let's see how low $RVMD can go"
X Link 2026-01-26T17:42Z [---] followers, [---] engagements

"RT @Dr_Oncologista: Dato-DXd shows no significant OS benefit vs physicians choice chemotherapy. @Annals_Oncology OS [----] vs [----] mo; HR"
X Link 2026-01-05T20:53Z [---] followers, [--] engagements

"Would this be the largest acquisition for a biotech with only investigational assets"
X Link 2026-01-09T21:15Z [---] followers, [---] engagements

"RT @Papa_Heme: Question You have cancer with limited treatments. A drug is available that may make cancer smaller on CT scans for approx [--] Take drug The money Take drug The money"
X Link 2026-01-13T01:47Z [---] followers, [--] engagements

"RT @AndrewE_Dunn: "Were trying to cure cancer; we dont want people who want to go mountain biking at 4:30 in the afternoon." Biotech nee"
X Link 2026-01-14T01:25Z [---] followers, [--] engagements

"Maybe we can have #JPM2027 in Shanghai or Beijing next year"
X Link 2026-01-14T22:55Z [---] followers, [----] engagements

"@houndcl It would be one of the largest acquisitions for a company with only investigational assets.in a hyper-competitive and congested space (RAS). $MRK would be stupid to spend $30b on #RVMD"
X Link 2026-01-25T20:06Z [---] followers, [----] engagements

"@PCM_bio Too expensive for what they are worth. K/RAS space is extremely congested with minimal differentiation"
X Link 2026-01-25T20:13Z [---] followers, [---] engagements

"RT @MaxUnfried: Longevity Medicine has for the most parts become an unserious endeavor. At the current state its filled with pseudoscien"
X Link 2026-01-25T20:19Z [---] 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

"@bioinvestor24 @JacobPlieth https://www.clinicaltrials.gov/study/NCT06983743 https://www.clinicaltrials.gov/study/NCT06983743"
X Link 2025-12-22T05:48Z [---] followers, [---] engagements

"@adamfeuerstein $RVMD have to be the worst negotiators of all time"
X Link 2026-01-25T20:09Z [---] followers, [----] engagements

"@houndcl Only $LLY have the cash and M&A group stupid enough to buy $RVMD"
X Link 2026-01-25T20:11Z [---] followers, [---] engagements

"If someone actually buys $RVMD for $40 billion I will swim from Alcatraz"
X Link 2026-01-25T20:55Z [---] followers, [----] engagements

"@DrDiGiorgio We spend more to insure a fraction of our population via Medicaid than the UK does for its entire populace via the NHS. #Freedom"
X Link 2026-02-01T17:47Z [---] followers, [---] engagements

"@JacobPlieth @AppleHelix I'm sure that gr3 % will get worse in the real-world setting"
X Link 2026-02-02T15:48Z [---] followers, [--] engagements

"@drrichjlaw Whoever runs S&E at Pfizer should be fired"
X Link 2026-02-03T20:13Z [---] followers, [---] engagements

"@HOThomasWPhelps Good luck to Merck lol"
X Link 2026-02-04T15:04Z [---] followers, [---] engagements

"@PTarantinoMD Trodelvy has the worst linkers. Basically like giving SN38"
X Link 2025-09-20T17:52Z [---] 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

"@VincentRK @mvmateos @End_myeloma @szusmani @SagarLonialMD @YiLinMDPhD @mtmdphd Genmab makes amazing drugs"
X Link 2025-12-10T01:57Z [---] 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

"@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

"@DrBarbiOnc @EliLillyandCo How is this molecule any different from Genmab or AZ FRalpHA Top1i ADC"
X Link 2026-01-22T23:17Z [---] followers, [---] engagements

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