Hillzgee @h11zge3
Looking for companies about to experience inflection points #ASX Australia Joined August 2019-
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$BMY tight lipped hints at gaining proof of concept for opdualag in nsclc, looking to move into ph3. Lag-3 continues to gain traction. nsclc space heating up for big pharma, makes the edge offered by $IMMP more compelling to any big pharma with pd1 asset
No mention of tetris, should we assume its a dud? I think shareholders would appreciate a bit more transparency (ie a tetris drilling update announcement) $azy azy.ax
No mention of tetris, should we assume its a dud? I think shareholders would appreciate a bit more transparency (ie a tetris drilling update announcement) $azy azy.ax
$IMMP planned ph3 nsclc comparator arm looking problematic
$IMMP planned ph3 nsclc comparator arm looking problematic
$imm $immp serious volume exchanging hands, maybe profit taking from last raise. I challenge you to find me a more promising drug to improve outcomes in first line lung cancer!
$imm $immp serious volume exchanging hands, maybe profit taking from last raise. I challenge you to find me a more promising drug to improve outcomes in first line lung cancer!
$immp $imm THE most promising drug to improve outcomes in lung cancer. There should be 7 big pharma’s with compatible pd1 drugs looking at this data: MSD, Merck, GSK, Gilead, Novartis, BMY, AstraZeneca. Comical response on asx
$immp $imm THE most promising drug to improve outcomes in lung cancer. There should be 7 big pharma’s with compatible pd1 drugs looking at this data: MSD, Merck, GSK, Gilead, Novartis, BMY, AstraZeneca. Comical response on asx
$IMMP Latest 1L NSCLC data impressive in >1% TPS, its making pembro look good 😂 miles ahead of any benchmark SoC. Has eftilagimod shown enough potential to warrant a big pharma deal? - same big pharma who threw billions at earlier stage/less impressive TIGIT / CD47 data lol $IMM
$IMMP dont forget Efti is subq, so bodes well for next gen pd-1 subq drugs. The other big pharma co’s should be paying attention as well - good opportunity for them to go head to head vs keytruda mono. Also with efti safety profile, there is also the triplet combo opportunity
$IMMP dont forget Efti is subq, so bodes well for next gen pd-1 subq drugs. The other big pharma co’s should be paying attention as well - good opportunity for them to go head to head vs keytruda mono. Also with efti safety profile, there is also the triplet combo opportunity
$IMM $IMMP Has the mic finally dropped for Efti? Almost doubling OS vs similiar trials of pembro mono and tigit SKYSCRAPER-01 in TPS >50% and 1-49%!
$IMMP $IMM big pharma threw billions on Tigit / cd47 on less compelling/mature data. Either big pharma dont believe in lag-3 or $immp is doing something wrong so as to not see a deal yet!
$IMMP investors frustrated at another raise at valuation less than the last. Personally dont think $IMMP should be funding the nsclc ph3 with keytruda -should be $mrk coughing up! Otherwise $IMM should recruit one of the other 6 pd1 drugs for nsclc ph2/3. afr.com/street-talk/im…
$IMMP $IMM here comes the capital raise. Not sure what type of investor would take this up pre hnscc asco poster. Maybe the nsclc os data is compelling enough for them 🤷♂️
$immp $imm explains the sell off post asco abstract. Cloud over cps>1 hnscc cohort which is the basis for ph2/3 trial readout end of year. Asco poster might shed some light on this, in which case id expect a sharp bounce back. Otherwise bottom falls out of this :(
$IMMP $IMM impressive mOS data in nsclc 1st line pd-l1+ with great safety vs combo w ctla-4/chemo. Efti lookin like best performing io combo out there. Do we have enough data to see a deal? Either merck takes it to protect keytruda or another pharma takes it to gain market share
$IMMP so basically old aipac dead, aipac v2 restarting at ph1 safety run in. Is it time to consider combining efti with ADC’s? Triplet with pd1 + ADC in tnbc?
$IMMP so basically old aipac dead, aipac v2 restarting at ph1 safety run in. Is it time to consider combining efti with ADC’s? Triplet with pd1 + ADC in tnbc?
$immp Gilead is another big pharma that cant get its pd-1 in order. Another combo failure. Not sure if all these failures are good or bad for immutep evaluate.com/vantage/articl…
reuters.com/business/healt… $IMMP another trials bites the dust in NSCLC
$IMMP Roche starting to play around with lag-3, experimenting with a triplet study ; pd-1+lag-3+tigit. $IMM already lost the lag3 antagonist race to market, lets hope the sort themselves out for the triplet and quad studies that are to come by big pharma clinicaltrials.gov/ct2/show/NCT05…
$IMMP $IMM good start to creating bigpharma tension. Next we need a combo with adc in breast and hit up roche while your at it for a triplet with tigit in nsclc. This plus no capital raise should put market cap at around $1b valuation
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$IMMP (NP) 26% ORR for Keytruda efti combo in 1L HNSCC who DON'T express PD-L1
$IMMP (NP) Running up on 2x avg vol ahead of phase 2b TACTI-003 1L HNSCC readout Prior 2L data 2x'd historical ORR for pembro (nearly 3x'd in CPS >20 pop), 50% increase in OS & 8x CR rate Highly favorable safety profile lead to 7+ ongoing combo studies (Hat tip to MB)
$immp. No one is paying attention to this AX company. Excellent data update AH.
$IMM.asx Deeper pull back than expected but nice support off the 200.
Crunch time for Lag3. A key double catalyst approaches for $IMMP. Via @ApexOnco -> oncologypipeline.com/apexonco/immut…
The combination of efti and pembrolizumab in the first-line non-small cell lung carcinoma (NSCLC) cohort of TACTI-002 shows exciting survival outcomes, particularly in patients with positive PD-L1 expression. These findings surpass historical comparisons, suggesting a potentially…
$REGN Lag3 catalyst: ph3 data from fianlimab + Libtayo in 1L melanoma coming in H2 2024. Note $MRK also expecting favezelimab fixed-dose combo with Keytruda data from ph3 colorectal trial.
@h11zge3 Have seen many good biotech companies come undone because of weak management teams/boards
How does our lead product candidate, efti, work? Our 2-minute animation shows how efti unlocks a broad immune response to fight cancer. #LAG3 #clinicaltrials $IMM $IMMP youtu.be/OQbuGZEBm8E
Dr. @JustinGainor at #NYLung23 discusses duration of immunotherapy for NSCLC. Most patients do not complete 2y, but for those that do - not a clear advantage to indefinite therapy vs stopping. Rechallenge after stopping offers RR of about 50%.
$PDSB $IMMP $IMM.ax Can they really be compared? Both have great data.
So for approximately 7 weeks improvement in OS with HR of 0.83 , pembrolizumab gets approval with gem plus cis for advanced Biliary tract cancers. 55% pts got toxicity leading to interruption of pembrolizumab. Are we happy with this ? @GIcancerDoc @agrothey @dr_yakupergun…
High conviction #gold #epithermal targets defined at Black Range with identification of a clear resistivity target coincident with strong gold-silver in soil anomalism at Sugarbag Hill. Approvals process for drill testing has commenced. Read: bit.ly/3u0kOzi $LGM
@BioStockAnalyst @TimOpler What is $IMMP going to get?
#ESMO23 Median OS 20.2m (recall 35% of pts were PDL1 negative), mPFS 6.6m, mDOR 21.6m. Breakdown by PDL1 expression impressive across strata. Need comparator but encouraging early data with LAG3.
#ESMO23 HIGHLIGHTS Mini oral 1 - NSCLC, metastatic 2 ⏰Oct 21, 8:30 AM CEST 🔥TACTI-002 (Eftilagimod alpha [Soluble LAG-3] + Pembro) 🎙️@ECarcereny 🔥AZD7789 (Bispecific PD-1 + TIM-3) 🎙️@BenjaminBesseMD #LCSM @myESMO @OncoAlert bit.ly/3Q59n1x
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