So Kisqali in adjuvant on hold? Do others have a similar issue? Novartis implements manufacturing adjustments for ribociclib to ensure alignment with latest regulatory standards in eBC by end of Q2 | Novartis novartis.com/news/novartis-…

$BMY KRYSTAL-12 Confirmatory Trial of Krazati(adagrasib) Meets Primary Endpoint of Progression-Free Survival - while no OS data yet this does back full approval of Krazati. Will it make life difficult for $AMGN? news.bms.com/news/corporate…

This is really cool. The DAD trial: sacituzumab govitecan+enfortumab vedotin for metastatic urothelial carcinoma by ESMO Podcasts on #SoundCloud
on.soundcloud.com/fpGnzsdT5MdM5A…

I love it when there is disagreement here but it’s done so gently that you wouldn’t even know if you weren’t intently listening.

Another excellent call - anyone interested in the sector must listen twitter.com/i/spaces/1rmGP…

I love the industrial level deicing effort in Toronto airport

Wow - BA is starting to fly early these days as opposed to delays

I think this article indirectly suggests that CAR integration is responsible for the rare T-cell transformations seen so far - I am not sure anyone has proven that yet. jamanetwork.com/journals/jama/… Bruce Levine, Ph.D. 🇺🇦 Rahul Banerjee, MD, FACP John Connolly

Hey folks, as my chemistry teacher used to say: better late than never, better never late. A bit of a late notice: TODAY @ 3 PM LDN/10 AM EST we have an RSV-focused call. Given the importance we are open to all.

Register here:

bloomberg.zoom.us/webinar/regist…

$GSK $PFE $MRNA $AZN

Hi folks, Happy New Year !

The year closed with a flurry of deals. Large drug makers may find more buying opportunities as we move into 2024. What could be on their shopping list?

We are running a 7-question anonymous M&A survey here: bloombergresearch.qualtrics.com/jfe/form/SV_9z…

Much appreciated

So much energy being spent on a trial that used the lower ‘diabetes’ dose of semaglutide. $NVO $LLY

Why is Paris Aéroport so weirdly designed? I land in Terminal 2E walk about 15 minutes through the connecting flights lanes and the have to take a bus that takes 10 minutes to go to Terminal —— wait for it 2G? I bet they have total free reign to a great architect and bingo.

#xbi please make it stop!!!

⁦Ed Ludlow⁩ acing it at Bloomberg Intelligence’s Generative AI 2024 Outlook event. ⁦Brian Venturo⁩ CTO of CoreWeave explaining the intricacies of how tough the hardware needs for GenAI are. Yes, I am still a drug analyst but trying to learn.

⁦Society for Immunotherapy of Cancer⁩ it’s been a pleasure. My brain is fried.