$CTMX against the competition

$CTMX Looking good. Safely better than I expected.

Efficacy down a bit but still very decent, prophylaxis working well Sometimes thesis just stares you right in the face $ctmx

$CTMX is there a better dataset in late-line CRC? I couldn't find one

$AVTX Lutikizumab HS data is out and in my view it does not look great in my view. This is supposed to be the "strongest bullish" argument for $AVTX. HiSCR50- the high dose looks exactly as placebo and had a strange bump between week 14 and 16. The low dose looks worse than

The world is truly upside down! The Washington Post has published a brilliant article, written by, get this, a professor! To give you some flavor, here are a few choice lines by Jen Brick Murtazashvili: 1) "We are living through the first alt-war: a conflict in which the war fought

$IDYA mUM market is theirs for the taking. Uptake will be fast.

mPFS, HR, ORR as expected 5 CRs a nice suprise NDA 2H 26, new SOC for hla- $IDYA Balance sheet is strong. No competition, small # of docs - marketing cost shouldn't be exorbitant. Could book rev early '27 to fund rest of pipe. media.ideayabio.com/2026-04-13-IDE…

$IDYA EV of $2B Will dominate Uveal Melanoma for years. $1-2B in Us plus royalties Ex-US. Massive pipeline.

$IDYA PFS curves from Optimum-02

$IDYA biggest takeaway from the call is mgmt noting early separation of OS curves with 10m of follow up

$WHWK PTK7-ADC 👌 ir.whitehawktx.com/static-files/3…

So $ERAS got the letter from $RVMD on Friday and decided during the weekend to give a data update on Monday?

True, but most likely not a real signal given the context of the disease and history of the patient. Not a big deal IMHO. Overall tolerability profile is actually encouraging $ERAS

$ERAS re lawsuite, anyone who follows this space closely couldn't be surprised. I view it as an acknowledgement by $RVMD that ERAS is a threat, despite the lag. Re data, I think they have a good molecule on their hands. With RVMD @ $30B, what other way to play RAS? $ERAS $ANL

Putting criticism about timing and data presentation aside, $ERAS' ERAS-0015 seems very similar to $RVMD's daraxonrasib imo. ERAS-0015 is more potent which explains the lower exposure required for efficacy (and associated with on target toxicity of course). It might have a

100% agree. $ERAS got a beating that may have been well deserved given the the bloated valuation and hastened data report, but remains, along with $ANL, the only playable RAS names. $ANL much cheaper and with less of a patent overhang should pickup ahead of data.

$ERAS $ANL $ERAS were idiots how they played this game. Should not have been dragged into $RVMD scenario and be reactive. Should have waited and released mature data. But to say that Big Pharma will just give up a $10-15B market and leave it all to $RVMD is ridicules. Saying