Bertrand Delsuc
@BertrandBio
Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & 10y following bios. Preplanned pause.
another positive "less is more" trial good that such studies are featured in the NEJM
In oncology, we don’t usually love overlapping Kaplan-Meier curves. Except that sometimes we really do. Thanks to NSABP-B51, countless pts will be spared the toxicity of nodal irradiation, and many will live free from a permanent lymph edema that would have impacted their lives.
Just a little thread, out of my retreat, because this stock and its story has been important to me. Maybe a mini-victory lap as well, but with quite some general learnings overall, and hard ones. I have been long $ABVX since the disclosure of the POC data in UC in September 2018…
Useful slide to explain clinical outcomes for pts with 1st line, 2nd line and Beyond For HR+ /Her2 -ve MBC . Money 💰 slide by @jhaveri_komal @asco #asco25 @OncoAlert @OncBrothers
From the same #ASCO25 talk: biparatopic ADCs and bispecific ADCs
Catching up on some #ASCO25 sessions, I came across this on dual-payload ADCs from Patricia LoRusso's clinical science symposium
outside the numerous insights from #ASCO25, interesting update on pot. WH move in favor of allowing pharma to adopt a rebate model re: 340B program (would be a +ve for bigP), in the next weeks or months
Listen to Deep ASCO Review; BioNTech & Regeneron Deals: BI Drug Call; Bloomberg Intelligence #np on #SoundCloud on.soundcloud.com/MnqU57Bv7gQkjB… $REGN $HNSPF $JNJ $BNTX $BMY $SMMT $TIL $PFE $TRSBF $AKESF $AZN $IVBXF $RHHBY $JAZZ $AMGN $ZYME $RVMD $DSNKY $GILD $MRK $RCUS $LEGN $MRUS $BCAX
💫 Immunology 🔬 TDLN ⭐️ The role and clinical significance of tumor-draining lymph nodes in tumor progression and immunotherapy. #immunity #tdKN
Truth Social has crashed from the traffic surge and in so doing accidentally created a hauntingly poignant image.
$CGEM another chyna deal tce-bcma investors.cullinantherapeutics.com/news-releases/…
$AMGN @ Jeff HC conf just trying to send the msg "don't look too much into our ph2 tolerability data of mariTide at #ADA25, it's gonna be better in ph3, thx to dose-escalation" [based on add. ph1 PK modeling apparently]