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Biopharma | Investing | “Risk comes from not knowing what you’re doing” | Sharing personal opinions, not intended as investment advice | Tweets: 3/06/19-7/09/20
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Feb 21, 2020 29 tweets 34 min read
Here’s a closer look at TIGIT and its potential in #cancer therapy. This target is primed to gain more traction in immuno-oncology this year. (Thread below)

Key players developing anti-TIGIT therapies are $RHHBY $MRK $BMY $RCUS $ALPMY $BGNE $CGEN $SGEN $MREO $IVBXF & @iTeosTx TIGIT is an inhibitory receptor expressed by activated T-cells, T-regs & NK cells

- Ligand for TIGIT (PVR) is expressed in multiple tumor types
- Activation suppresses T-cell activity
- Upregulated during PD-1 blockade

@Cancer_Cell paper (open access): cell.com/cancer-cell/fu…
Feb 6, 2020 4 tweets 8 min read
Good review of natural killer (NK) cells for #cancer immunotherapy from @NatRevDrugDisc: nature.com/articles/s4157…

#CellTherapy $TAK $FATE $NK @CellMedica & Century Therapeutics @NatRevDrugDisc @CellMedica A Ph 1/2 study from @MDAndersonNews showed promising clinical data of HLA-mismatched anti-CD19 CAR-NK #CellTherapy in NHL/CLL #cancer patients (n=11): 73% ORR & 64% CR(!)

@NEJM paper: nejm.org/doi/full/10.10…

$TAK has licensed this product. Competitively relevant to $FATE.
Apr 29, 2019 4 tweets 6 min read
Excellent overview of the cell therapy landscape from Piper Jaffray

$GILD $NVS $CELG $JNJ $AMGN $ALLO $BLUE $IOVA $AUTL $SGMO $ATRA $CRSP $FATE $CLLS $NTLA $DTIL $ZIOP $MRKR $CYAD $BLCM $TCRR $ADAP $MBIO $NTGN $UMRX $MXCT $GMDA $SRNE $KDS $MDGEF $NK $ANIX $KITE $JUNO #ASGCT19 New article from @NatRevDrugDisc looks at the global #CellTherapy landscape: nature.com/articles/d4157…

Now, the global cell therapy pipeline includes 1,011 active agents, 258 more than a year ago.

#ASCO19