@JacobPlieth

Journalist @ApexOnco. The Wolverine Of Biotech / Mr ASH. Interested in: oncology. Not interested in: what stock you bought today. My internal plan is as follows

 London, UK
apexonco.com
Joined October 2012
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So for the CDH17 ADC PK nerds (looking at you @MaverickNY @raffcolo ) here's Multitude AMT-676 vs $AVBP MRG007 #ESMO26
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Good morning! If you're looking to catch up with what's been going on at #Esmo26 check out all the @ApexOnco stories from the weekend (some paywalled, others not) $MRNA $SMMT $AZN $AMGN $JNJ $TNGX $RVMD $HCM $CHRS $INCY $TAK $ZAI $IDYA $ELTX $GSK apexonco.com/search/node?key…
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Do $RHHBY $ZYME & $GMAB think they'll get more/better coverage if they put out news in the middle of a massive oncology conference? #Esmo26
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In $BNTX's case I understand precisely why today's PR went out in the middle of #Esmo26 xitter.cf/JacobPlieth/status/211…
Jacob Plieth@JacobPlieth4h
Sounds like $BNTX Dynasty-Breast02 is effectively a failure. Enhertu rules! globenewswire.com/news-relea…

BioNTech and DualityBio Announce Topline Results of the DYNASTY-Breast02 Global Phase 3 Clinical...

MAINZ, Germany and SHANGHAI, China, October 26, 2026 – BioNTech SE (Nasdaq: BNTX, “BioNTech”) and DualityBiologics (Suzhou) Co., Ltd. (“DualityBio”, HKEX:...

globenewswire.com
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Sounds like $BNTX Dynasty-Breast02 is effectively a failure. Enhertu rules! globenewswire.com/news-relea…

BioNTech and DualityBio Announce Topline Results of the DYNASTY-Breast02 Global Phase 3 Clinical...

MAINZ, Germany and SHANGHAI, China, October 26, 2026 – BioNTech SE (Nasdaq: BNTX, “BioNTech”) and DualityBiologics (Suzhou) Co., Ltd. (“DualityBio”, HKEX:...

globenewswire.com
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I've never seen this kind of wording together in a PR before: "statistically significant, yet modest" "higher rate of ILD" "fatal events in a small proportion of patients" $BNTX
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#Esmo26 allocates 9 minutes to Q&A in presidential sessions, and as we've overrun again that's the second time there will be no Q&A. Congrats @myESMO !
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$SMMT ivonescimab + chemo in Harmoni-GI1, Chinese trial in 1L cholangio. mOS 14.9 vs 12.1 for Imfinzi + chemo (HR=0.75, p=0.0031). Full data later today at #Esmo26 presidential.
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more replies
So again $SMMT ivonescimab looks no better than PD-(L)1 + Avastin? OS curves from $RHHBY ph2 Imbrave-151 study in 1st-line cholangio.
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Well, #Esmo26 discussant James Harding just gave Harmoni-GI1 an easy ride. Totally ignores OS numbers in Imbrave-151 - just commented that the study showed a "numerical benefit on PFS"!
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$AZN claims success in sonesitatug vedotin ph3 Clarity-Gastric01 study. That enrolled patients with Claudin18.2 expression down to 25%, but we're not being told (yet) what the efficacy was at that level.
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Looks like $AZN ph3 has matched $IVBXF $TAK in Claudin18.2: Clarity-Gastric01 OS data look pretty similar to G-Hope-001 - but in a Western population. Also cites a 0.63 HR in ≥25 to <75% expressers. More at #Esmo26 presidential
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$AZN sone-ve in Clarity-Gastric01: OS curves, including in the all-important Claudin18.2 25-74% expresser subgroup, via Rui-Hua Xu #Esmo26 $ALPMF $LLY
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$HCM $AZN Saffron study makes no sense to me. Why would you give a small-molecule cMet inhibitor to patients who happen to have cMet w/t amplification, but whose tumour is still driven by EGFRm? #Esmo26
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If you're in biz dev at $AMGN or $BMY and you see this slide what's your next move in Kras?
Madeleine Armstrong@ByMadeleineA22h
Replying to @ByMadeleineA
Discussant slide for Krascendo-1. Bye bye Lumakras & Krazati? $RHHBY $AMGN $BMY #SXMO26
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#Esmo26 discussant Benjamin Besse slams regulators for not permitting crossover in Krascendo-1 (gets applause). That's some endorsement!
Madeleine Armstrong@ByMadeleineA22h
Divarasib PFS & OS, vs approved KRAS G12C inhibitors in relapsed G12Cm NSCLC. Will this get a standing ovation?? #ESMO26 $RHHBY
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Besse: "Systematic crossover should be reconsidered when PFS is the primary endpoint." #Esmo26
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There was a good discussion re reimbursement at today's #Esmo26 press conf. If you're a health authority that doesn't reimburse Lumakras, do you care that divarasib has beaten Lumakras (whose benefit you don't recognise)? #Kras
Madeleine Armstrong@ByMadeleineA22h
Replying to @ByMadeleineA
Interesting tidbit from Krascendo-1 divarasib trial. In the control group, only 9% of pts got Krazati, "owing to limited drug availability worldwide" $RHHBY $AMGN $BMY #ESMO26
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And here's the KRAS inhibitor reimbursement picture, via Benjamin Besse #Esmo26
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Divarasib PFS & OS, vs approved KRAS G12C inhibitors in relapsed G12Cm NSCLC. Will this get a standing ovation?? #ESMO26 $RHHBY
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Ivonescimab probably good enough for China approval in 1st-line choalgio. But it's underperformed on some metrics, and applicability to the west is limited. From #Esmo26, Harmoni-GI1 analysis via @ApexOnco -> apexonco.com/node/2442/ $SMMT $BNTX

ESMO 2026 – ivonescimab moves beyond lung cancer, in China

With several caveats Akeso's ivonescimab could be headed for Chinese approval in cholangiocarcinoma.

apexonco.com
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$AMGN Dellphi-305 and $RHHBY Krascendo-1, easily the most impressive datasets of #Esmo26. No contest!
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One caveat (because we all love caveats): $MRK Keynote-966 China extension showed mOS of 14.1mth for Keytruda + chemo. That nearly matches ivo + chemo in Harmoni-GI1, but concerns just a 158-patient subgroup $SMMT #Esmo26
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