Jacob PliethOvjeren akaunt

@JacobPlieth

Journalist covering biopharma at Vantage. Interested in: oncology, immunology. Not interested in: what stock you bought today.

London, UK
vantageanalysis.com
Vrijeme pridruživanja: listopad 2012.
2.852 fotografije ili videozapisa Fotografije i videozapisi

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  1. prije 1 sat

    O'Day was right. Via

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  2. proslijedio/la je Tweet
    prije 3 sata
    Odgovor korisniku/ci

    It's great how business mergers always create "synergies" and spin outs also always create "efficiencies"!

    4 proslijeđena tweeta 8 korisnika označava da im se sviđa
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  3. prije 3 sata

    on Tigit: we want to see if Tigit plus Keytruda is more active than Keytruda alone, we're enthusiastic & moving forward.

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  4. prije 3 sata

    Lots of rhetoric on spinout, but really it's v simple: increase investor exposure to Keytruda, & sell the boring stuff for a tax-free dividend.

    6 proslijeđenih tweetova 18 korisnika označava da im se sviđa
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  5. prije 4 sata
    Odgovor korisniku/ci

    Not a lot changes, ultimately. I wrote a story headlined "Forget big M&A, here comes the big divorce" in... 2013!

    3 proslijeđena tweeta 7 korisnika označava da im se sviđa
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  6. proslijedio/la je Tweet
    prije 4 sata

    Lots of ques for on Alzheimer's on Q4 call. Co. insists any move into P3 will depend on "totality of the evidence", not just ELAD trial. (But imagine if moves into late-stage trials in Alz AND Nash... )

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  7. prije 4 sata

    Who will run this "New "? Answers on a postcard.

    New will have "an R&D approach focused on science related to the immune system, use of genetics and new technologies", according to PR. Pretty popular areas!
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  8. prije 5 sati

    Power struggle!

    planning to split into 2
    1 proslijeđeni tweet 6 korisnika označava da im se sviđa
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  9. prije 6 sati

    Here's how sellside consensus for Yescarta 2024 sales has come down, via cf

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  10. prije 6 sati

    cell therapy pipeline

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  11. proslijedio/la je Tweet
    prije 20 sati

    Impairment charge took on Kite assets tied to treatment of indolent NHL, whereas in 2018 it was related to a specific asset, the anti-BCMA product KTE-585:

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  12. proslijedio/la je Tweet
    3. velj

    approval tracker for January: 👍 for and early decisions for Blueprint's and Horizon's'

    4 proslijeđena tweeta 2 korisnika označavaju da im se sviđa
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  13. 3. velj

    Took me a while to compile the timeline of Checkmate-227. (Hint: it's not pretty.)

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  14. 3. velj
    Odgovor korisniku/ci

    fails in SCLC

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  15. 31. sij

    For some reason I thought had already pulled this filing earlier, after basically getting laughed at by the EMA

    withdrawing EU application for approval of Opdivo/Yervoy combo in first-line lung cancer. The application was based on the CM-227 study results that the co. is using for its FDA application (PDUFA May 15)
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  16. proslijedio/la je Tweet
    31. sij

    Eisai and have added 1 additional P3 for lenvima+pembo in H&N. Lucitanib+Nivo data will be of interest mid 20

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  17. 31. sij

    Very sound advice

    5:08
    Highlight: “I advise people to avoid it all together,” Loncar Investments Chief Executive Officer says about a coronavirus vaccine. “There’s two things that biotech companies… are always looking for: attention and cash.”
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  18. 31. sij

    Looks like pulled the EU Keytruda filing in oesophageal cancer. It has US approval in 2nd-line ≥10% PD-L1 expressers based on KN-180 & KN-181

    KEYNOTE 181. Pembrolizumab in Esophageal 2nd line . There are 3 co-primary end-points (one of them is positive). Pembro seems to be new SOC to CPS >= 10.
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  19. 31. sij

    Leerink: aducanumab not even filed yet, but hell, is already preparing for commercial launch (hence higher 2020 opex). SMH

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  20. 31. sij

    bets big on Tigit, and that should be of interest to & others. Updated story via

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