Bertrand Delsuc
@BertrandBio
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Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & 10y following bios. Preplanned pause.
Lyon, France
Joined April 2015
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.
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🇨🇳Kelun-Biotech Announces Approximately US$250 Million Placement #ADC
prnewswire.com
/PRNewswire/ -- On June 5, 2025, Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the "Company", 6990.HK) announced the placement of...
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RT @SuyogCancer: Useful slide to explain clinical outcomes for pts with 1st line, 2nd line and Beyond For HR+ /Her2 -ve MBC . Money 💰 slid….
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RT @JacobPlieth: Catching up on some #ASCO25 sessions, I came across this on dual-payload ADCs from Patricia LoRusso's clinical science sym….
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another positive "less is more" trial. good that such studies are featured in the NEJM.
In oncology, we don’t usually love overlapping Kaplan-Meier curves. Except that sometimes we really do. Thanks to NSABP-B51, countless pts will be spared the toxicity of nodal irradiation, and many will live free from a permanent lymph edema that would have impacted their lives.
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outside the numerous insights from #ASCO25, interesting update on pot. WH move in favor of allowing pharma to adopt a rebate model re: 340B program (would be a +ve for bigP), in the next weeks or months.
Listen to Deep ASCO Review; BioNTech & Regeneron Deals: BI Drug Call; Bloomberg Intelligence #np on #SoundCloud .$REGN $HNSPF $JNJ $BNTX $BMY $SMMT $TIL $PFE $TRSBF $AKESF $AZN $IVBXF $RHHBY $JAZZ $AMGN $ZYME $RVMD $DSNKY $GILD $MRK $RCUS $LEGN $MRUS $BCAX.
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RT @KatsuakiMaehara: 💫 Immunology. 🔬 TDLN. ⭐️ The role and clinical significance of tumor-draining lymph nodes in tumor progression and im….
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RT @EsotericCD: Truth Social has crashed from the traffic surge and in so doing accidentally created a hauntingly poignant image. https://t….
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$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.
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as mentioned in $AZN #ASCO25 call, carboplatin is usually more tolerated than cisplatin. that might explain this effect seen in CM-816.
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REGENXBIO $RGNX REPORTS NEW POSITIVE FUNCTIONAL DATA FROM PHASE I/II AFFINITY DUCHENNE TRIAL OF RGX-202
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$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].
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