$OTLK Been following the last few weeks, do they have an opportunity to be successful? Largest manufacturer of compounded beva has stopped all manufacturing.

GLP1Ra-based therapies and DXA-acquired musculoskeletal health outcomes: a focused meta-analysis of placebo-controlled trials

$ITCI move friday was more than likely related to Sandoz settlement lol

$BIIB “will be doing deals”. Don’t be surprised when it’s Licensing, Co promotes and bio bucks deals 😁😁😁

Does $ETNB still having dosing advantage over AKRO?

If the firms eat it out of margin (basically paying an income tax of 25% on offshored pharma production) that blows up one of the original Trump trades -- reducing your tax by offshoring IP and production after the TCJA

Intriguing data from Ph1 trial w/ SYS6010, a novel EGFR targeting ADC. Low incidence of EGFR inhibition-specific side effects. High ORR in both TKI-resistant & TKI+chemo-resistant #NSCLC. Further exploration warranted. EGFR Resisters Young Lung Cancer Initiative #AACR25

Presented at #AACR25: Among patients with tumors harboring tyrosine kinase domain mutations who received zongertinib (a selective inhibitor of the HER2 tyrosine kinase), 71% had a response, and median progression-free survival was 12.4 months. Full study results:

Dr. Solange Peters presents SKYSCRAPER-01: tiragolumab + atezolizumab vs. atezo + placebo in 1L PD-L1 high advanced NSCLC As we had seen on prior press-release there is no statistically significant benefit in PFS or OS of adding anti-TIGIT to atezo #LCSM #AACR25

Dr. Zhao presents Phase 1 trial of JYP0322 in ROS1 fusion NSCLC 🔹Activity observed in tumors w/ on-target resistance mut. G2032R 🔹71% previously tx with at least 1 ROS1 TKI 🔹ORR 78.9% in TKI naive 🔹ORR 57.4% in TKI pretreated 🔹 Intracranial ORR 42.9% 🔹 G3 TRAEs 16%

🚨SCOOP: Trump will sign an EO next week resurrecting a Medicare drug pricing proposal. Trump has been teasing a "big announcement" this week... a source close to the White House tells me this is it. w/ Adam Cancryn POLITICO politico.com/news/2025/05/0…

$JAZZ not too much debate on this here yet but listened to this in the background. Decent take. Macro is one thing with Jazz being domiciled in Ireland. I don’t think zani is truly derisked bc it is approved in BTC. GEA data has been pushed twice now🤔 youtube.com/watch?v=i46pVV…

wsj.com/health/healthc…

46 when he died. #1 on Wall Street for 12 years. The biotech analyst who moved markets before anyone else.

Tirzepatide 🆚 Semaglutide for Treatment of Obesity SURMOUNT-5 Trial post hoc analysis by Mamas A. Mamas #LBCT #ESCcongress In obese pts (no DM/CVD), tirzepatide had lower events( MI, stroke, & all-cause☠️) than semaglutide potential to prevent 2M CVD events over 10y vs 1.5M w

Not just coffee - even pembrolizumab works better before 11 AM ☕💉 📊 Eur J Cancer 2025 | 9-center retrospective | n=450 1L Pembrolizumab monotherapy in advanced NSCLC Timing groups: 🌅 Early ≤11:00 AM 🌙 Late >11:00 AM Results (PSM, n=206 | median f/u 62.5 mo): •OS: 43.7

🚨Just announced, the FDA has awarded six additional Commissioner’s National Priority Vouchers: - Zongertinib (Boehringer Ingelheim) for HER2 lung cancer - Bedaquiline ( $JNJ Johnson & Johnson) for drug-resistant TB in young children - Dostarlimab ( $GSK GSK ) for rectal cancer -

MajesTEC-3 ASH LBA Best result ever in a RRMM randomized trial. It will transform how we approach myeloma. Congratulations to authors and Johnson & Johnson meetings-api.hematology.org/api/abstract/v…

RUBY GSK updated 4yr survival data with additional 30mo FU showing median PFS and OS not yet reached at #SGOAAM26. Only 4 more progression events with 73% response at 48mo and 66% reduction in hazard ☣️. WILD. First shot, best chance with immunotherapy.