Bertrand Delsuc
@BertrandBio
Followers
15,765
Following
251
Media
10,172
Statuses
83,052
Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & a bit of Bio :)
Lyon, France
Joined April 2015
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
$GME
• 590532 Tweets
Cohen
• 252724 Tweets
Aziz Yıldırım
• 83722 Tweets
Villa
• 73477 Tweets
GameStop
• 66866 Tweets
Martinez
• 63947 Tweets
Diaz
• 58540 Tweets
Ali Koç
• 58518 Tweets
Gomez
• 48780 Tweets
Roaring Kitty
• 40719 Tweets
Mourinho
• 38569 Tweets
gracie
• 36823 Tweets
सुशील मोदी
• 36421 Tweets
GPT-4o
• 34137 Tweets
Atiku
• 29614 Tweets
$AMC
• 29416 Tweets
LEE KNOW AT GUCCI LONDRA
• 27941 Tweets
Tuberville
• 23094 Tweets
DIAMOND HANDS
• 21307 Tweets
सुशील कुमार मोदी
• 18627 Tweets
Vitor Roque
• 16672 Tweets
#KızılGoncalar
• 15201 Tweets
#AVLLIV
• 14829 Tweets
Aleaga
• 13362 Tweets
Meek
• 13076 Tweets
Lamine
• 12767 Tweets
Bronny
• 12653 Tweets
Assassin's Creed Shadows
• 11502 Tweets
John Fury
• 11204 Tweets
Watkins
• 10198 Tweets
Last Seen Profiles
Pinned Tweet
I'm working with Oncology Pipeline since the later part of 2023. I spent some time on ADCs recently, parsing several hundreds of programs/collabs, leading to an
#ADC
-specific upgrade on OP's DB🙂
OP is about anything onco, not just ADCs!
Demo requests:
6
6
48
I am a bit late, but my annual review is finally out.
European biotech landscape: 2020 review & 2021 outlook
14
31
146
For those who could be interested, I've gathered the
#ASCO21
abstract titles of the main sessions into a PDF. Easier than the website, but I don't guarantee there's everything either.
10
18
131
Top 250 drugs by US net sales in 2022, per ICER
(150 with US net sales >$1bn)
from their report on 'Unsupported Price Increases (UPI) of prescription drugs in the United States'
5
22
119
$MRNA $MRK
#AACR23
slides
A Personalized Cancer Vaccine, mRNA-4157 (V940), +Pembro Vs Pembro Alone in Pts With Resected High-risk Melanoma: Efficacy & Safety Results From the Randomized, Open-label Phase 2 mRNA-4157-P201/KEYNOTE-942 Trial
8
25
104
10 reports of T-cell Lymphoma in commercial CAR-T recipients in FAERS
let's say 5x under-reported & that event occurs after >= ~1y, I had estimated ~6800 pts treated by YE'22 so let's round to 6500
high range of incidence 10x5/6500 or ~8/1000
low range ~10/10000 or ~1/1000
7
19
100
12
478
1K
2
20
85
The paper of the year is out.
Trastuzumab Deruxtecan in Previously Treated HER2-Low Advanced Breast Cancer | NEJM
#Daiichi
$AZN
4
16
86
3 Asian biotech deals this morning:
$AZN acquires 🇨🇳 $GRCL for $1.0bn upfront+200m$ contingent
#CART
$JNJ licenses the *cleaved* TROP2 ADC LCB084 from 🇰🇷LegoChemBio for 100m$ upfront+200m$ optin fee+$1.4bn contingent+tiered royalties (ph1/2 recently started)
$JNJ also gets the
5
16
86
It seems $PFE $BNTX vaccine starts to protect from ~11 days from 1st dose
7
33
76
Top 250 drugs of 2021, by US net sales, per ICER
(repost)
2
27
73
Biologics patent cliffs / LoEs in US/EU (paper from 2021)
5
20
73
The
#AACR23
abstracts will be accessible from here (not all sessions populated yet at the time of this tweet)
3
17
72
IND-to-filing & IND-to-approval for NDAs/BLAs approved 2015-2022 (why not including CRLs?)
median IND-to-approval <10y for all therapeutic areas *TA* ranging 7-9.5y for filings w/o expedited programs (FTD/BTD/AA) dpding on TA, vs 6.0-8.7y for those with >= 1 expedited program
2
16
71
new Nature review on allogeneic CAR-Ts, by $ALCLS $CLLS
@cellectis
and
@GruppSteve
$ALLO $ATRA $CYAD $DTIL $CRSPR $FATE $SGMO
1
28
68
$BMY terminates the deucravacitinib ph2 in Lupus Nephritis due to insufficient enrollment. (read on pot. move on $AUPH?)
7
11
66
After many issues, my review of 2021 is finally online. We're still in January, aren't we? 😋 Plus a selection of key readouts/approvals for 2022.
European listed biotech landscape: 2021 review and outlook for 2022
#EuropeanBiotech
3
12
65
Merger Monday in obesity: Carmot had IPO plans, $ROG $RHHBY acquires them for 2.7bn$ u/f+400m$ contingent
Roche enters into a definitive merger agreement to acquire Carmot Tx incl. 3 clinical stage assets w/ best-in-class potential in obesity & diabetes
6
15
62
Holy cow, one of the largest licensing deal ever
4bn upfront for
#DaiichiSankyo
from $MRK who is definitely into ADCs now
$MRK & $4568.JT
🇺🇸
Merck & Daiichi Sankyo
Announce Global Development and Commercialization Collaboration for Three Daiichi Sankyo DXd ADCs
>$4B upfront
>up to $22B
0
9
19
8
13
64
$CALT $CALTX readout guided for about a week from now. you'll notice I made the effort to find a 🇸🇪 reference... 😄
2
5
61
PD-1 agonism seems to work in RA => new blockbuster in the making in inflammation?
A Phase 2 Trial of Peresolimab for Adults with Rheumatoid Arthritis | NEJM $LLY
7
8
60
$GMAB R&D led to the approval 7 biologics in oncology, there must not be much biotech companies with that track record
daratumumab $JNJ
ofatumumab (1st life in CLL) $GSK => $NVS
amivantamab $JNJ
tisotumab vedotin $SGEN
teclistamab $JNJ
epcoritamab $ABBV
talquetamab $JNJ
4
10
60
$CYTK looks like a clear win
Cytokinetics Announces Positive Results From SEQUOIA-HCM, the Pivotal Phase 3 Clinical Trial of Aficamten in Patients With Obstructive Hypertrophic Cardiomyopathy
1
12
57
So the countdown hit 0 on this sunday 🙂: 🇸🇪 $CALT $CALTX hit on eGFR at 2y for Tarpeyo in IgAN!
I did that chart rapidly so check the data yourself. If I didn't do any mistake (I have a doubt based on lower slope between 1 & 2y), that chart would be quite bullish, since the
Calliditas $CALT $CALTX Announces Primary Endpoint Successfully Met in Phase 3 NefIgArd Trial Evaluating Nefecon in IgA Nephropathy
0
1
20
5
10
58
📢So this is it, time to hit the launch button!
My name is Bertrand Delsuc, and I am really happy to launch , an online Business Intelligence service on the European listed biotech companies. 1/n
7
12
59
Another Cell Therapy review out today from NRDD, this time on NK cells.
NK cells for cancer immunotherapy
1
24
57
$REGN Gorge Yancopoulos talsk about CURE in severe allergy $SAN $SNY (Science paper)
7
10
52
Global CAR-T sales projections to 2027 from Evaluate (currently approved CAR-Ts)
#cellrx
The next-generation CAR-T therapy landscape
This new article categorizes and analyses the current pipeline of >200 CAR-T therapies in clinical trials to help understand the potential impact of innovations in cell sourcing and engineering
1
77
200
1
13
54
BOOM!
Lecanemab confirmatory phase 3 Clarity AD study met primary endpoint, showing highly statistically significant reduction of clinical decline in large global clinical study of 1,795 participants with early AD $ESALY $BIIB $BIOAB $LLY $ROG $RHHBY
3
15
54
Biotech crossover investors facing steep losses
some numbers on the pain for the likes of Orbimed, Perceptive, RTW, RA, Rock Springs, Redmile, BVF, Casdin, COrmorant, Logos, per
@murphey_richard
's Bay Bridge Bio
4
9
52
Dual blockade of CD47 and HER2 eliminates radioresistant breast cancer cells
4
7
53
$KRTX +1963% from IPO price, in just 4.5 years
there were higher absolute gains from IPO in the past (eg $ALXN $SGEN $IMMU $MYKD $ATLN), but also over much long periods, so great equity story
congrats $PRTC
5
8
51
Congrats to the $MOR bulls. You were right after the topline results & after ASH. Clearly I missed the spot.
Hats off to JP Kress who
1/ brought that Constellation buyout (very few believed in it)
2/ somehow managed to remain CEO after the Monjuvi debacle
3/ managed to sell $MOR
10
4
51
@lauhaim
Pour info, la FDA n'a pas approuvé la chloroquine pour COVD-19. Au mieux, elle a autorisé l'essai clinique. A mon avis, c'est plutôt celà ça qu'il fallait comprendre par "approuvé en un temps record" (l'IND clearance, délivrée par la FDA, et pas du tout l'approbation du médoc).
0
5
50
CAR T cells with dual targeting of CD19 and CD22 in pediatric and young adult patients with relapsed or refractory B cell acute lymphoblastic leukemia: a phase 1 trial $AUTL (AUTO3)
3
11
50
And the most suprising one: NK cells can also be "polarized" into pro-tumors cells in cancer, mainly b/c of an usual suspect: TGFβ. IL18 enhancing this pNK=>dNK polarization.
Decidual-Like NK Cell Polarization: From Cancer Killing to Cancer Nurturing
1
18
48
BITEs
BIKEs
and now BIMEs (TAA x SIRPa)
Elpiscience and
#Astellas
Enter into Research Collaboration and License Agreement for Novel Bispecific Macrophage Engager
up to 37m$ upfront+optin fee & up to $1.7bn milestones+royalties
2
9
48
Sanofi $SAN $SNY to acquire Kymab, adding KY1005 to its pipeline, a human monoclonal antibody targeting key immune system regulator OX40L
1.45b$ total
1
12
47
2 years later.... ADCs are still 🔥🔥🔥
5
8
49
Multiple Myeloma benchmark tables
Efficacy $JNJ $GMAB $PFE $REGN $ROG $RHHBY $ABBV
1
5
48
#covid19
multicenter umbrella clinical trial about to start in Europe: control arm = SOC, arm 1 = $GILD Remdesivir, arm 2 = $ABBV Kaletra (Ritonavir & Lopinavir used in HIV), arm 3 = Kaletra + IFN-Beta
3200 pts across Europe including 800 in France
9
22
46
Super League calendar:
#ESL
Real - Juventus
Juventus - Real
Real - Juventus
Juventus - Real
Real - Juventus
Juventus - Real
Real - Juventus
Juventus - Real
Real - Juventus
Juventus - Real
Real - Juventus
Juventus - Real
Real - Juventus
Juventus - Real
4
8
46
For the biosimilar geeks: nice report from Samsung Bioepis, looking forward for updated ASPs of recent biosimilar launches
Samsung Bioepis Releases its First US Biosimilar Market Report, Providing Insights on Pricing Trends and Usage Across Molecules
1
7
47
big bucks on small molecules in Q4 as well, despite the IRA: $MRTX $5.8bn, $CERE $8.7bn, $KRTX $14bn
2
10
47
Targeted protein degradation
#TPD
in cancers: Orthodox PROTACs and beyond $ARVN $KYMR $CCCC $FHTX $NRIX
(26 pages of chemical structures in supplement)
0
10
47
So macrophages, T cells and NK cells can express PD-L1 also... (not PD-1, but PD-L1!)
The Mechanism of Anti–PD-L1 Antibody Efficacy against PD-L1–Negative Tumors Identifies NK Cells Expressing PD-L1 as a Cytolytic Effector
3
17
47
🚨Ladies & gents, this is a WF plot in metastatic pancreatic cancer
#ESMO20
. Stunning results in selected pts overexpressing neuropilin-1 (~40-50% of pancan) *correct me if I'm wrong* w/ a 1st-in-class iRGD bicyclic peptide in combo w/ chemo.
n=29, ORR 59%, 3% CR, 55% PR, 34% SD,
It has been a 3+ year adventure! I still remember the excitement of first-in-man with our novel agent CEND-1 in
#PancreaticCancer
patients. Today we are publishing the first clinical trial results at
#ESMO20
!
1
8
35
3
10
47
After 9+ months of work (not counting eveything that was done before), it is finally live!
So I am launching this "phase 1" today 🙂
If it happens there are still retail investors interested in the European bios, here is a new home for you.
📰📊💥Today we launch a subscription service open to retail customers. You can get data on approx. 170 Europe-listed companies from🇩🇪🇫🇷🇬🇧🇪🇸🇮🇹🇧🇪🇳🇱🇩🇰🇮🇸🇳🇴🇸🇪🇫🇮🇨🇭🇪🇺on a single site, via our Company Dashboard. You can also make advanced catalyst screening thanks to our Event Screener.
1
4
25
10
6
44
The $ROG $RHHBY / Genentech people were out last month with a
#TIGIT
review on JITC. For those who still believe it can be a thing.
TIGIT-CD226-PVR axis: advancing immune checkpoint blockade for cancer immunotherapy
3
19
45
it seems MAGE-A4 TCR-Ts do better than PRAME TCR-Ts (& outside melanoma):
$ADAP update with an mDoR closing in to the 6mo mark, good-very good ORRs across the board
2
14
46
$GSK to acquire clinical-stage biopharmaceutical company Affinivax, Inc. (private)
2.1 b$ upfront+1.2 b$ in pot. dev. milestones
$GSK gaining access to next-gen 24-valent pneumococcal vaccine candidate in phase II & highly innovative, MAPSTM technology
3
15
44
oof $LEGN $JNJ
not a good way to day Merry Xmas from the FDA
15
11
43
$MRNA added a Delta-specific (mRNA1273.617) booster to their dedicated phase 2/3
5
16
39
Johnson & Johnson $JNJ to Acquire Ambrx $AMAM, Advancing Next Generation Antibody Drug Conjugates to Transform the Treatment of Cancer -
1
17
43
Fastest oncology approval ever from the US FDA?
Acceptance 1 Dec 2023
Approval under RTOR 15 Dec 2023 (PDUFA 9 May 2024)
Another set of applause for EV-302 🙂 $MRK $SGEN $PFE
#Astellas
2
12
40
surprise, $ALNY joins the mRNA patent mess re: LNPs
Alnylam Pharmaceuticals $ALNY Files Patent Infringement Suits against Pfizer $PFE and Moderna $MRN
2
14
42
How Big Pharma gets 3-5y of add. peak sales for almost nothing in the US, in 1 slide:
#SystemFAIL
3
6
40
Therapeutic siRNA: state of the art
#openaccess
$ARWR $DRNA $SLN $ALNY $ABUS $ARCT $IONS $PHM $MGEN
#226950
.KQ
+list of programs/trials
2
11
40
2021
#TIGIT
deals recap:
$AGEN x $BMY 200m$ upfront+up to 1.36b$ biobucks
$ITOS x $GSK 625m$ upfront+up to 1.45b$ biobucks
$RCUS x $GILD (multi-asset) 200m$ upfront+175m$ equity inv. (2020)+725m$ optin fee (2021)+up to 500m$ biobucks (Domva)
$BGNE x $NVS 300m$ upfront+700m$
1
7
42
Centerview over the last month:
$PRVB x $SAN $SNY
$SGEN x $PFE
$RXDX x $MRK
$BLU x $GSK
4
5
40
full approval irrespective of protenuria level $CALT $CALTX
2
2
41
Galapagos $GLPG
#JPM19
slide deck
Half of the R&D force works on Toledo! (undisclosed MoA that inhibitis proinflammatory cytokines & activates anti-inflammatory ones at the same time) 🐂🐂🐂
6
13
40
Total
#CART
sales 793m$ in Q4, total 2.7b$ in 2022 vs 1.7b$ in 2021 (+59%) $BMY $GILD $NVS $JNJ $LEGN
2
7
40
.
@DanChenMDPhD
's Cancer-Immunity Cycle revisited once again, this time for NKs
The cancer–natural killer cell immunity cycle
1
8
38
Alpha-emitting (Ac-225, Ra-223) vs Beta-emitting (Lu-177, I-131, Ga-68) radiopharmaceuticals $RYZB
0
10
41
MICHAEL J. FOX FOUNDATION ANNOUNCES SIGNIFICANT BREAKTHROUGH IN SEARCH FOR PARKINSON'S BIOMARKER
1
11
40
Novartis $NVS shares Zolgensma long-term data demonstrating sustained durability up to 7.5 years post-dosing; 100% achievement of all assessed milestones in children treated prior to SMA symptom onset
0
3
40
Forbion: "the cost of running a biotech business in Europe is 50% lower compared to the US". Intriguing, I wouldn't have said the gap was so large but good point to look at.
Every time I make a cup of tea, there seems to be another European
#biotech
investment firm closing a new fund. And momentum seems to be growing
@Labiotech_eu
0
1
13
11
5
40
just wow, $LLY's Triple-G breaks the 20% barrier in BW loss at 48wks, with decent discontinuation rates
Triple–Hormone-Receptor Agonist Retatrutide for Obesity — A Phase 2 Trial | NEJM
2
7
40
Great report out yesterday by IQVIA
Global Trends in R&D 2022 - IQVIA:
1
5
38
I just preordered
@Frank_S_David
´s new book on analyzing clinical trials. Btw you can have a look at his previous one as well. Very useful, if not a must.
2
2
39
Lenzilumab in hospitalised patients with COVID-19 pneumonia (LIVE-AIR): a phase 3, randomised, placebo-controlled trial $HGEN
1
4
37
Genmab $GMAB and Seagen $SGEN $PFE Announce That TIVDAK (tisotumab vedotin-tftv) Met its Primary Endpoint of Improved OS in Patients with R/M Cervical Cancer (2L+) vs Chemo (InnovaTV-301)
PFS also met
InnovaTV-301 = confirmatory trial of Tivdak AA
1
8
37
$AZN to Acquire $ALXN, Accelerating the Company's Strategic and Financial Development
60$ in cash+2.1243 $AZN ADSs per $ALXN share ( $AZN ADS ~54.14$ => total consideration to $ALXN shareholders of 39b$ or 175$/sh).
3
10
38
Safety and Efficacy of $NVAX NVX-CoV2373 Covid-19 Vaccine
4
12
37
1st bio acquisition of 2021
Italy’s Angelini to buy Swiss biotech group for $1bn
2
9
37
I can be optimistic for cell therapies in the next decades in oncology, but I hardly understand why there are so many new programs driven by so many duplicates.
7
5
38
$LLY tirzepatide Mounjaro approved by the FDA
FDA Approves Novel, Dual-Targeted Treatment for Type 2 Diabetes
2
10
38
$LLY acquired RLT capabilities with $PNT, now the turn of $BMY with $RYZB: platform isn't not dead after all
7
3
37
$SPOT -18.5% $FB -24%
Biotech not too bad of a sector finally
5
4
37
Interesting answer to the inexorable loss of momentum of🇯🇵pharma R&D
Takeda $TAK,
#Astellas
and
#Sumitomo
Mitsui Banking Announce Master Agreement to Establish Joint Venture Company for Incubation of Early Drug Discovery Programs (R&D originating from🇯🇵)
If the trend continues at this pace, 🇨🇳 could become the
#2
contributor for the global pipeline, ahead of 🇪🇺. Of note, as seen last year, -50% for 🇯🇵on past decade (from 12% to 6%)!
2
3
8
3
5
37