Hi all, I plan to be in London around the dates of the HC investor events there (17-20 Nov). DM open if you want to get in touch. Cheers!

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

Why guess when you can know?

🇨🇳Kelun-Biotech Announces Approximately US$250 Million Placement #ADC

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

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Catching up on some #ASCO25 sessions, I came across this on dual-payload ADCs from Patricia LoRusso's clinical science symposium

another positive "less is more" trial good that such studies are featured in the NEJM

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

💫 Immunology 🔬 TDLN ⭐️ The role and clinical significance of tumor-draining lymph nodes in tumor progression and immunotherapy. #immunity #tdKN

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Truth Social has crashed from the traffic surge and in so doing accidentally created a hauntingly poignant image.

$AZN #ASCO25 deck (correct link - prior one was the Q4'24/FY'24 earnings) https://t.co/kmx4F20RBH

$MRK #ASCO25 deck https://t.co/QS4MDF2nl4

#DaiichiSankyo #ASCO25 deck https://t.co/vOLHiUCjVi

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$AZN #ASCO25 deck https://t.co/2YsCOIGspe

$AZN S. Galbraith said (if I got it well - not warranted) that the discrepancy comes from the fact there is a delay between the INV assessment and the BICR assessment for PFS (BICR after INV), and the fact some pts in the control arm possibly unblinded themselves, were

as mentioned in $AZN #ASCO25 call, carboplatin is usually more tolerated than cisplatin that might explain this effect seen in CM-816

🍿🍿🍿

https://t.co/H7CKpKJbus

REGENXBIO $RGNX REPORTS NEW POSITIVE FUNCTIONAL DATA FROM PHASE I/II AFFINITY DUCHENNE TRIAL OF RGX-202 https://t.co/ejvMfPXsIy

$CGEM another chyna deal tce-bcma https://t.co/6eRF4qunF3