jaybe @jbdotdotdot

Biotech investor, science-enthused, long-term horizon, learned things the hard way... Joined January 2020

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jaybe @jbdotdotdot

a month ago

ESMO 2025 titles out... here's a search for 'conjugate' (ADC) cslide.ctimeetingtech.com/esmo2025/atten…

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jaybe @jbdotdotdot

2 months ago

Today's breakthroughs are tomorrow's control arms... $XBI

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jaybe @jbdotdotdot

3 months ago

$MRSN corp pres up post ASCO... this phrase is new... "Multiple Dolasynthen and Immunosynthen preclinical ADC candidates available for partnering"

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jaybe @jbdotdotdot

4 months ago

$AZ P-Sam in B7-H4 HR+ mBC at ESMOBC... Top1 ADC-naive, 1.6/2.4 mpk 35% ORR (20/57) 88% DCR

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jaybe @jbdotdotdot

4 months ago

$MRSN Why announce RIF and “new” priorities (which are same as old ones) one week before Q1 call? Flushing bad news before 2/15 data?

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jaybe @jbdotdotdot

4 months ago

$MRSN $GSK $AZ B7-H4 ADCs... seems GSK5733584 focusing mono/combo in gyn only. For breast, Emil-Le and P-Sam with data at ESMOBC on May 15th, BG-C9074 FIH at ASCO.

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jaybe @jbdotdotdot

5 months ago

$MRSN upcoming data sets for Emi-Le: ESMOBC in TNBC May 12 ASCO in MBC, EC & OC June 2 Both are mini-oral presentations by Dr. Hamilton

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jaybe @jbdotdotdot

7 months ago

Statement from biosimilar and biologics developer Celltrion (Korean) regarding Trump tariffs… celltrion.com/en-us/company/…

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jaybe @jbdotdotdot

7 months ago

$DNLI Denali Therapeutics to change name to McKinley Therapeutics...

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jaybe @jbdotdotdot

8 months ago

$MRSN reason for XMT-1660 data delay...

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$BMYRT Reassigned to Judge Furman. "No later than December 3, 2024, the parties shall confer and file a joint letter... proposing next steps in this case, including whether and when the Court should hold a conference..."

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jaybe @jbdotdotdot

10 months ago

$MRSN Lower (<1.5mpk?), more frequent (Q2W?), doses of XMT-2056 may have a therapeutic window... mersana.com/wp-content/upl…

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jaybe @jbdotdotdot

10 months ago

$MRSN Mersana's CSO on potential of Dolasythen platform at World ADC this week... mersana.com/wp-content/upl…

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jaybe @jbdotdotdot

10 months ago

$PFE $MRSN $GSK from recent Seagen patent app for Epha2-STING ADCs. "This was unexpected as conjugates... demonstrate comparable potency in vitro suggesting that the activity of STING agonist conjugates in vivo cannot be predicted soley based on in vitro potency."

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jaybe @jbdotdotdot

11 months ago

Future for computer scientists… if you do your job well this year, you won’t have one next year. thecrimson.com/article/2024/1…

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jaybe @jbdotdotdot

11 months ago

$BMYRT From the Court Order: "In the event... a new lawsuit is filed... the plaintiff... should designate it as related to this case... Assuming... such new lawsuit were to survive jurisdictional challenge, the Court would likely pick up where this case left off...