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One of my favorite Elliot Hershberg pieces of all time, on commoditization in biotech and the potential for Bio Vertical Integrators. centuryofbio.com/p/commoditizat…

In early Jan 2025 I posted on the rise of Chinese biotech - One quarter later, is it fair to say we have reached “peak China bio outlicensing”? My Jan post came right before a big boom in deals announced the week of JPM (9 out-licensing deals & 5 newco deals announced totaling

Check out our new review on induced proximity modalities (#TPD and a lot more!) aimed cell surface targets @naturebiotech.bsky.social, spearheaded by postdocs Nick Till and Rahm Ramanathan MD, PhD nature.com/articles/s4158…

A noteworthy mechanistic intersection exists between #AACR25 Abstracts #4712 and #2962. While HER2 mutation and HER2 overexpression represent biologically distinct states, the action of irreversible/covalent HER2 TKIs in HER2-overexpressing tumors appears to converge with the

Should be really interesting to look at the data fiercepharma.com/pharma/astraze…

Another excellent educational talk about ADC design aspects at #AACR25 by Rafaele Colombo. Linking payload potency & linker stability to clinical observations. Well, it remains complex to deduce generalizable design principles. Understanding payload fate is crucial.

Paolo Tarantino In this seminal work, Elisabeth de Vries et al showed exactly the same with radiolabeled mAbs: “5-7% of the injected dose accumulated in fat, with a peak of 19% in a patient with morbid obesity” Her paper is definitely under-appreciated (and under-cited)! thno.org/v08p4295.htm

Beta-2-glycoprotein I is a target of autoantibodies in the antiphospholipid antibody syndrome. Is this protein prothrombotic in vivo? I enjoyed writing this commentary highlighting a recent paper by Kulkarni et al focused on this question. doi.org/10.1182/blood.…

High expectations from #CompassHER2pCR and #DESTINYBreast11 to expand our anthracycline-free treatment options for HER2+ breast cancer. For a future where most patients can be cured with less alopecia, fatigue, neutropenia, cardiotoxicity and secondary leukemias.

Great to see this paper published! Lucky to have first author Muataz Hamad as a postdoc in my lab. My whole lab has learned a lot about reticulated platelets from him!

Aaron Ring Jake Wintermute 🧬/acc I tend to agree, though with some asterisks. With the commoditization of the middle wedge (antibody discovery + design), value will keep shifting to the edges (as you point out with targets) as well as development through clinical POC. I do think there will be a wave of

🇨🇳 #CTTQ registered a Ph3 clinical trial for its HER2 #bispecific #ADC #TQB2102 h2h Roche’s HER2 ADC trastuzumab emtansine (T-DM1) on #CDE platform. The study enrolled 246 Chinese patients with HER2+, unresectable locally advanced or metastatic breast cancer who have previously

Phase 1 data of the EGFRxHER3 bispecific ADC Iza-Bren for HER2- MBC. Iza-Bren has a similar target, linker, payload & DAR c/w HER3-DXd, and showed activity comparable to HER3-DXd (ORR 44%, mPFS 6.9 months), but higher hematologic toxicity & stomatitis. Payload innovation needed!

It is not a secret that roughly 4 years ago, I resigned my faculty position UC San Francisco and closed my lab to go to Third Rock Ventures to work on a new company concept. This was not a spur of the moment or rash decision but it was made easier by the fact that the new idea was something

As promised, all #ASCO25 posters on ADCs! Divided in: 1) Topo1 - HER2 and TROP2 2) Topo1 - all other targets 3) Non-topo1 - all targets 4) Multi-ADC analysis and “publication only” Note: Mark the calendar, regular abstracts will be available on Thursday, May 22, at 5:00 PM (ET)

One week to #ASCO25. Which will be an unprecedented ASCO for breast oncologists. Treatment algorithms will change for ALL disease subtypes. ADCs will climb to earlier lines of treatment. Paradigms will be challenged. Here’s my list of top 10 abstracts. See you in Chicago! #bcsm

☑️#ASCO25 Abstract🆙 ☑️#LCSM Poster 🔥MYTX-011, a cMET-targeting #ADC in patients with previously treated, advanced NSCLC: Updated dose escalation results in the phase 1 KisMET-01 🎙️ Dr. Rebecca Heist 📌Poster Bd93, Abstr8613 OncoAlert ASCO meetings.asco.org/2025-asco-annu…

People are going to see into the $SMMT data what they want to see. 1) East-West reproducibility on PFS and impressive HR are encouraging 2) Lack of success on OS so far potentially jeopardizes the entire hypothesis - wouldn't be the first time it has happened. Pick your side

Here's what $PFE paid $1.25bn for #ASCO25

“ADCs have the potential to supplant chemotherapy & be 1st line treatment for all types of #breastcancer” Dr. Ian Krop #ASCO25 Bonadonna Lecture where he highlighted importance of mentorship & IITs to impact the future of cancer treatment ASCO OncoAlert Smilow Cancer Hospital