$MRK +2.7% ?

$PHM (presented at #ESMO23)

$TVTX main label changes for FILSPARI in IgAN (full approval) indication stating "slow kidney function decline" (Tarpeyo wording a bit different but meaning the same "reduce the loss of kidney function") AKI added to most common AEs (for a drug in IgAN...) somes dupes removed

$GSK mepolizumab in COPD with evidence of Type 2 inflam (high eosinophils) - MATINEE ph3 stat sig & clinically meaningful reduction in annualised rate of moderate/severe exacerbations vs PBO up to 104 wks preliminary safety consistent with the known safety profile of Nucala

$BMY next gen CELMOD iberdomide looks active in I+Vd combo in TE NDMM, but non-heme AE profile doesn't look so great

#menin inh.

⚠️ U.S. August Nonfarm Payrolls Due 8:30 a.m. ET; Seen +161K ⚠️ U.S. August Unemployment Rate Due 8:30 a.m. ET; Seen 4.2%

50bps possible!

🔸US LABOR AUG NONFARM PAYROLLS +142K; CONSENSUS +161K 🔸US AUG UNEMPLOYMENT RATE 4.2%; CONSENSUS 4.2% 🔸US AUG AVERAGE HOURLY EARNINGS +0.40%, OR +$0.14 TO $35.21; OVER YEAR +3.83% 🔸US AUG PRIVATE SECTOR PAYROLLS +118K AND GOVERNMENT PAYROLLS +24K 🔸US AUG AVERAGE WORKWEEK

🔸 TRADERS BOOST BETS THE FED WILL START REDUCING RATES WITH A HALF-POINT RATE CUT THIS MONTH

More on $BMY Relativity-104 #ESMO24 x.com/onco_park/stat…

$AZN NIAGARA #ESMO24 $SAN $SNY #BTKi MS $VKTX #Akeso $SMMT $BNTX PD-(L)1 x VEGF #WCLC24 & #ESMO24 $ALNY HELIOS-B #ESC24 #ADC & #KRAS G12C at #WCLC24 & #ESMO24 + $BGNE + #Innovent

RATE FUTURES TRADERS REVERSE EARLIER BETS, NOW SEE 25 BPS FED RATE CUT IN SEPT AS MORE LIKELY THAN 50 BPS

great goal from 🇮🇹 against 🇫🇷 triangle play illustrated wonderful

One ILD case (grade 2) in $MRK $DSNKY ifinatamab-dxd Ideate-Lung01 SCLC study led to treatment discontinuation. 9 TEAEs led to death, but just one (pneumonia) was deemed treatment-related #WCLC24

Here's the backing for $MRK $DSNKY ifinatamab-dxd 12mg/kg move into phase 3: Ideate-Lung01 ORR, PFS & OS data, via Charles Rudin at #WCLC24 $GSK $ABBV $MGNX