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L/S biotech. Not investment advice.
Nov 18, 2021 13 tweets 5 min read
$OLMA San Antonio abstracts released tomorrow AM, so here’s a brief thread on expectations and how to contextualize the data #SABCS21

What does @OlemaOncology OP-1250 need to score in their Ph1 ER+/HER2 in mBC? $OLMA Cross-trial of Ph1 SERDs have a wide range of ORRs ranging from 0 - 20%, but that alone doesn’t reflect how SOC has changed over time (ie. use of CDK4/6) or safety trade-offs
 
See $ARVN chart showing background use of Palbo and co. moving earlier in the treatment paradigm Image