Thread by @BertrandBio

$NVS R&D day slides
novartis.com/sites/novartis…

$SAN $SNY Vaccine day slides from yesterday
Part 1
sanofi.com/-/media/Projec…
Part 2
sanofi.com/-/media/Projec…

$NVS featured multi-b$ products

$NVS Strategy to 2026
main approvals by mkt potential & current "strength of evidence"
earlier stage pipe in pharmaceuticals & oncology

on LP(a) & $NVS antisense

on IgAN: correlates vs proteinuria & LT outcome $NVS $CALT $CALTX & others

on peanut allergy: $NVS launching a ph3 with its anti-IgE mAb ligelizumab

on Sjögren & other AI dzz: $NVS lanalumab/VAY736 (anti-BAFF-R mAb) from $MOR

I skip the neuroscience & jump straight to $NVS onco

only 1 $NVS slide on anti-IL-1B canakinumab in lung cancer, also mentioning gevokizumab backup or in // (different binding mode to IL-1B, more an allosteric modulator than an inhibitor like canak)

More slides on #KRAS obviously, with JDQ443 anti-KRAS G12C

$NVS JDQ443 con't: ph1 in mono & combos with SHP2i, anti-PD-1, SHP2i & anti-PD-1

$NVS SHP2i TNO155: some PC combo data w/ anti-KRAS showing pot. synergy, pot. interest with other TKIs (EGFR, ALK)

$NVS SHP2i TNO155 (cont'd): ph1 summary, broad combo program (incl with $MRTX KRAS G12C inh)

Summary of $NVS agents on the KRAS-MAPK
Of note, the recent FIH of YAD/TEAD inh IAG933 (lots of publication on this pathway in past 2/3y or so)

Now the turn of CAR-Ts w/ $NVS new rapid manuf T-Charge platform, to be featured at #ASH21

<2d manuf (assumedly excl. quality control), aimed to retain naive & stem cell memory T cells in the final soup (same idea than $GRCL Fast-CARs) vs prior process leading to more

differentiated central memory T cells

2 inital programs: CD19 & BCMA

among the $NVS wild card: anti-TGF-Beta (under active form) mAb NIS973, tested in PDAC

$NVS betting on new modalities, also incl. protein degradation with many early stage programs, and through collaborations

$NVS misc: #radiopharmaceuticals pipeline, collab & pie in GT, approach in RNA tx

relevant for $MOR: new ph2a in COPD for CSJ117

fund fact: spartalizumab in still in the submission schedule