$NVS Adakveo for SCD revoked by EMA

$SGEN $PFE Nectin-4 targetting Padcev in H&N cancer ORR 23.9 % (n=11). Median LoT >=2. Treatment-related AEs of special interest for EV, skin reactions occurred in 45.7% of pts, peripheral neuropathy in 32.6%, and hyperglycemia in 4.3%.

@Prof_Oak_ Cash aside how is $BOLT going to be competive vs other HER-2 therapies (and there are a lot of them) with comparatively much higher ORR? Probably going to burn remaining $ to find out

@Prof_Oak_ Agreed that the proof will be in the recently started US trial. The manufacturing time seems intriguing

Hopefully $RHHBY has learned not to trust small trials even when randomized and controlled

$GRCL BCMAxCD19 CAR-T - 93 % ORR, mDOR 37M in RRMM patients with median 5 lines of therapy $JNJ $LEGN $ACLX $GILD

$MDGL $ICPT ICER Midwest CEPAC votes on resmitirom and OCA effectiveness

$LLY moving oral GLP-1R agonist quickly into multiple obesity P3's $NVO $PFE

Per this article $VRTX is hoping to start a clinical trial of its CRISPR based DMD therapy this year $SRPT

Presumably why vaccine makers like $MRNA $BNTX $NVAX and antibody developer $IVVD were up yesterday

Confirmatory P3 data 4Q 23. The $SRPT adcom slides had a early 24 readout

$NVO $LLY Your Company Doesn’t Want You to Take Ozempic for Weight Loss. Here’s Why

$VVUS Qysmia is one of the drugs that may see renewed attention. Not following it closely. Seems to be a subsidiary of Icahn Enterprises L.P. ??

FWIW $MRK $RXDX waiting period has expired without any FTC challenges. Transaction to close late Q2 or early Q3

If there is a buyer waiting for $APLS not apparent from $ISEE $ALPMY merger background. Number of interested parties though seem to be mainly for partnerships

NASH pioneer $ICPT might give up on NASH

$NVS buying $AVRO Cystinosis program for 87.5M

$IRWD buying $VECT for 1B . GLP-2 for SBS-IF

$TEVA expects to be more active in BD

More long terms implications for the industry than short term M&A and pricing worries

Appeals court appears likely to restrict access to key abortion pill

Value trap since 21 because of the $GILD terms

The -ve EV of $GLPG was a lot higher when it was trading in the 60s,70s about a year ago and for a meh JAK1 and iffy pipeline currently commands a marketcap of 2.8B. & can someone who worked in big pharma turnaround a small biotech where biggest selling point is -ve EV?