Director of Research, Global Industries, Bloomberg Intelligence. Views my own. Not recommending buy/hold/sell.
London, England
Joined October 2019
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My colleague said may be in 10 years all these KM curves run at 80 and 90%. But first let’s get the drugs we already have today to patients who need them and stop pricing people out.
With all the potentially practice changing data, Bloomberg Intelligence will host a post-ESMO webinar on Wednesday Oct. 28 at 10am NY/2pm London - signup details are here: bloomberg.zoom.us/webinar/re…
Sam Fazeli retweeted
On today's #BiotechHangout, @soowannaway (Graig Suvannavejh), @MatteisPaul, @BrianSkorney, @YaronWerber & @DrSynbio (Jacob Becraft) will cover macro: $XBI performance, IPOs, biotech degrossing, valuations vs. fundamentals, what turns the market, data: $BMY IPF data & readthrough to $CTNM & the LPA1R space, $MIRM Ph3, $TRAX & $ARGX in celiac, $ARGX Sjögren's failure, $ARWR tau data & brain shuttle space, $ALEC R&D day & $75M raise, $VSTM KRAS G12D data & $250M raise, $MRNA ahead of #ESMO2026, & much more: xitter.cf/i/spaces/1yxBePq…
$AZN $MRK $GSK $BNTX $RHHBY $AKESF $BMY $MRNA Key ESMO Previews; BioNTech Cancer Vaccine: BI Drug Call by Bloomberg Intelligence on #SoundCloud
on.soundcloud.com/Qp0hminh5n…
After a one week nightmare having lost my phone I am back. The hardest thing to get through was X - and it’s not really sorted. I can’t access my account through the app, just X.com. And I don’t care anymore. They can have all the AI in the world but if they can’t simply get people back after a digital hiatus -shame on them.
$LLY $ABBV $ZLDPF $AZN $SMMT $RHHBY $GUBRA $EASD; Washington; Astra-Summit; Qulipta Patents: BI Drug Call by Bloomberg Intelligence on #SoundCloud
on.soundcloud.com/ilWVo4Yn0C…
Sam Fazeli retweeted
.@SamFazeli8 adds his thoughts on $SMMT and $AZN deal: “$SMMT was running out of cash. I mean, I don't know where they were on their cash, but they're definitely running out of cash now…So, the only way for $AZN to keep them alive and viable is to give them the cash, so that they can then continue to operate and do the deals.” #BiotechHangout
Well this changes the competitive dynamics - $GSK may now be the first out of the block with Phase 3 data merck.com/news/ifinatamab-de…
$RVMD $LLY $AZN $ZLDPF $PBLS $MRK $ABBV MFN Deals, IPOs, EASD, Mounjaro and Qlex Patents: BI Drug Call by Bloomberg Intelligence on #SoundCloud
on.soundcloud.com/n5JXnt3xn1…
While we await data - to my knowledge this is the first time we see efficacy outside of lung cancer. And IMbrave-151 failed. $SMMT $BNTX $AKESF | Ivonescimab Plus Chemotherapy Demonstrates Significant Overall Survival Benefit Versus Durvalumab+Chemo akesobio.com/en/media/akeso-…
We rarely go into the science strategy of large pharma. Here I had the chance to do just that with Fiona Marshall of Novartis $NVS. We also share a background in neuroscience, so naturally that featured quite a bit. podcasts.apple.com/gb/podcas…
