Banana Oncology @Banana_Oncology Twitter profile

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Banana Oncology

@Banana_Oncology

5 months

$ARVN ESMO Breast abstract just available online, did no one see it yet? Updated ARV471 + Palbo data - Median 4 prior lines of therapy - ORR 41.9% across ESR1 WT & Mut - mPFS 11.2m Any reason why VERITAC3 won't be positive?

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Banana Oncology

@Banana_Oncology

6 months

I just want to remind everyone the key value of $JANX is not their PSA50 on their PSMA-TCE, nor the 100% tumor shrinkage in the NSCLC patient on their EGFR-TCE. It's their entire platform of developing clinically-validated masked-TCEs to enable tumor-specific immune responses

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Banana Oncology

@Banana_Oncology

3 months

$RVMD 0% dose discontinuation for RMC-6236 across all 127 treated patients! Super well tolerated!

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Banana Oncology

@Banana_Oncology

3 months

$RVMD Medical oncologist: "a breakthrough in pancreatic cancer in my lifetime" Biotwitter/Investors: "nah it's confusing data. And they didn't put out a press release"

Sunnie Kim, MD

@SunnieSKim

3 months

Excited to see a breakthrough in pancreatic cancer in my lifetime!

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Banana Oncology

@Banana_Oncology

5 months

Adding more $JANX at $49.7. Guess no one is betting a BO this weekend? While an immediate BO may not happen, and many think $JANX is overvalued. Want to remind everyone that $JANX is the ONLY company that showed clinical efficacy for masked-TCE in multiple solid tumor types ever

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Banana Oncology

@Banana_Oncology

5 months

Hi Biotwitter, how do you guys identify new biotechs? Is there a systematic way to identify all of them / a list, then we can study them 1 by 1? Essentially the modern day Biotech version of the 10,000 pages Moody's Manual?

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Banana Oncology

@Banana_Oncology

5 months

Great data $CTMX! Congratulations to all $CTMX holder! *I have no short/long position on $CTMX, but happy to see more masking works!

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Banana Oncology

@Banana_Oncology

3 months

Pharmas are evil Tech companies are evil Grocery stores are evil Landlords are evil Soon the only honorable way to become a (multi)millionaire would be becoming a congressman/woman

President Biden

@POTUS

3 months

I’m sending a clear message to corporate landlords: If you raise rents more than 5%, you should lose valuable tax breaks. Families deserve housing that’s affordable – it's part of the American dream.

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Banana Oncology

@Banana_Oncology

3 months

Very looking forward to $RVMD's PDAC data update tomorrow Note that $RVMD bases in South SF, and deciding to do the update at 8am EST (5am SF time). Seems like they are really eager to do the update ahead of market open. Why? Any other major update? Partnership?

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Banana Oncology

@Banana_Oncology

5 months

$CTMX announced today on EGFR-TCE (partnership with $AMGN) clinical update next week. $AMGN Q1 earning call tomorrow. Coincident? 1 more day to find out

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Banana Oncology

@Banana_Oncology

6 months

It's fun to see people with zero understanding in RAS biology arguing how $RVMD is overvalued.

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Banana Oncology

@Banana_Oncology

5 months

Interested to see how unmasked PD1-IL2 works in the clinics $REGN And even more looking forward to see how masked PD1-IL2 works in the clinic! $XLO $MDNAF

Byung-June Park

@onco_park

5 months

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Banana Oncology

@Banana_Oncology

5 months

Isn't it convenient when $CTMX and $JANX use the same HCT116 human PBMC transplant xenograft model? *note different in dosing schedule though

Jing Liang 🇺🇦

@AppleHelix

5 months

1/ Doing some reading on $CTMX This is the relevant poster with non-clinical data for CX-904 the protected EGFRxCD3 TCE

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Banana Oncology

@Banana_Oncology

3 months

$RVMD Ok so 2L+ RMC-6236 median PFS 7.6-8.1m blew even the PFS of 1L triple-chemo combo Biggest day in targeting RAS ever

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Banana Oncology

@Banana_Oncology

5 months

$RVMD THREAD6 With 64% pts treatment still ongoing, 43% pts already >= mPFS of SOC of 2L PDAC, including patients from all doses. Feel free to do your own probability of success of the Ph3 trial and valuation Buy me a lobster roll when this comes true

Banana Oncology

@Banana_Oncology

5 months

$RVMD THREAD5 Note that such numbers are based on all treatment doses, and $RVMD management had confirmed in recent earning calls that responses are trending even higher now that more patients were dosed with higher doses post DCO. Including a confirmed CR in KRAS G12D PDAC

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Banana Oncology

@Banana_Oncology

5 months

Bought back a portion of my $JANX position at $51.5. I still love the company and the technology. And $CTMX data doesn't change outlook of $JANX IMO. I don't expect an immediate BO for $JANX, plan to hold for long term

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Banana Oncology

@Banana_Oncology

5 months

Happy to see how the new $ERAS compound plays out clinically. But by the time they start Ph1, $RVMD RMC6236 would have started 2 Ph3 already (scheduled Q4 2024). So either they can wish $RVMD fails but in Ph3, or they will have to go later lines

Drugs

@drug_smolecules

5 months

$ERAS the new $RVMD? short interest ~21% (per bbg) Plenty of cash to get to Proof of Concept with (on paper) a more potent molecule vs RMC-6236

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Banana Oncology

@Banana_Oncology

4 months

Didn't realize $JANX took the top spot for Russell 3000 YTD returns. Took a lot of conviction to start a position of >50% of my portfolio on this small cap prior to the Feb data release. But I am very confident masked-TCE will become one of the most important oncology modality

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Banana Oncology

@Banana_Oncology

5 months

Is NSCLC too small an indication? Tagrisso generates $6b revenue alone in 15% of NSCLC $JANX

Jeff

@foxesthrufences

5 months

$JANX does 008 have a realistic future in anything but NSCLC?

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Banana Oncology

@Banana_Oncology

4 months

Lol what happened to the biotechs? Did US just ban all drug treatments? Or did AI cure all diseases? 😂

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Banana Oncology

@Banana_Oncology

3 months

Such a helpful insight, that the First-in-human, dose-escalation trial for RMC-6236 has no control arm. $RVMD

Biotech Hangout

@BiotechCH

3 months

On this week's catalysts, @SamFazeli8 finds $RVMD phase-3 enabling data for pancreatic cancer as “decent” but notes that there is no control arm. Highlights the experimental drug’s 8.1-month progression free survival compared to 3 months in SOC setting. “It’s not perfect, but it

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Banana Oncology

@Banana_Oncology

5 months

$CTMX up 100%+ now with good data And what usually come after biotech showing great clinical data and a spike in stock price? ☺️

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Banana Oncology

@Banana_Oncology

5 months

Just locked in most profit of $JANX at $64. - $3.3b market cap pre-M&A. I'm happy to lock in profit now - found this paragraph in recent 10k. Sounds like $JANX may favor program-by-program collaboration over a complete M&A. Great IMO, but may turn off many who bought recently

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Banana Oncology

@Banana_Oncology

3 months

$JANX just recruited 2 new Board of Directors, highlighting both experiences in making strategic developments led the biotech being acquired - It validated $JANX's strategic goal to be acquired - But probably also mean M&A deal likely is not imminent

Janux Therapeutics Announces Updates to Board of Directors

The appointment of Eric Dobmeier and Natasha Hernday to the Board brings extensive operational and business development experience to support corporate and pipeline strategy Janux also announced the...

investors.januxrx.com

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Banana Oncology

@Banana_Oncology

5 months

Those who bet on $JANX then $CTMX sequentially can now afford to retire in San Jose or Hudson Yards

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Banana Oncology

@Banana_Oncology

5 months

A random thought about $CTMX. While PDAC data is certainly interesting, it really depends on how $AMGN wrote the milestone/regulatory payment terms. If the terms are intended for CRC or pan-tumor, although PDAC opportunity is interesting, it can still screw $CTMX up big

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Banana Oncology

@Banana_Oncology

6 months

Great back-to-back Cancer Discovery papers showing importance of CD8 T cells directed IL2 in reinvigoration of dysfunctional T cells. How would that compare to $XLO tumor-selective IL2bg approach through masking?

Waggoner Lab

@LabWaggoner

6 months

Reinvigoration of dysfunctional T cells in cancer using CD8-targeted IL2

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Banana Oncology

@Banana_Oncology

5 months

$JANX just popped 8% in a minute. Did some news just drop?

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Banana Oncology

@Banana_Oncology

4 months

What's happening with $ARVN? Did Destiny-Breast 06 T-DXD just kill ARV-471?

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Banana Oncology

@Banana_Oncology

5 months

$ARVN 6 more months follow up and only 5 more PFS events out of 46 patients. I think I can see the PFS tail in my head...

Madeleine Armstrong

@ByMadeleineA

5 months

$ARVN rises as vepdegestrant stays the same. My quick take on today's combo data for @ApexOnco $PFE $OLMA

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Banana Oncology

@Banana_Oncology

5 months

There had been a lot of concerns lately about $RVMD being over-valued at $6.5b market cap with only Ph1 data I think it's because too much of retail investors lacking understanding of the diseases and the RAS biology I'm giving my own interpretation of the data here - THREAD

Marc

@Mark748779211

5 months

@avidresearch @Banana_Oncology they're going to be very rich if that happens...

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Banana Oncology

@Banana_Oncology

4 months

@AppleHelix "How many of the patients on the control arm were allowed to cross over to the Ivo arm post progression" "Is adding Ivo to chemo simply delaying progression by a bit? Is there any evidence that any cancer was cured?"

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Banana Oncology

@Banana_Oncology

2 months

Just had a time to read through the pre-print, truly genius! Hopefully can be expanded to p53 mutations in addition to Y220 soon!

William Gibson

@wgibson

2 months

TP53: - Discovered 45 years ago, most cited gene all time - No therapies - 500 million people currently living will die of TP53 mutant cancers without new therapies Our Preprint: - A general strategy for TP53 missense mutant cancers (majority) with prototype small molecules

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Banana Oncology

@Banana_Oncology

3 months

A few thoughts about $RVMD - Given KRAS mutations occur at >95% of PDAC, how much would a 2L indication of PFS 5-6m bring in annually? Seems easily $2b a year? - Potential for 1L combination with Chemo in PDAC?

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Banana Oncology

@Banana_Oncology

4 months

Looking forward to see the full results! $HOWL Masked-cytokines rock! (expecting $HOWL masked-IL12 data in <1 month as well)

Brian

@BioTechTraderSD

4 months

$howl - more good news for IL-2 1 durable CR 2 PRs

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Banana Oncology

@Banana_Oncology

5 months

1 key difference for $JANX & $CTMX EGFR-TCE is that $JANX has a cleavable albumin component that keep activated TCE half-life short -> widening therapeutic window. Unmasked $CTMX TCE can still have a long circulating half-life. I suspect that caused delays in dose escalation

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Banana Oncology

@Banana_Oncology

5 months

Baker increased its $RVMD long position to $243m

Ralph

@StuckInStock

5 months

Baker 13F positions: New: $ACRV, $ALPN, $DYN, $ELVN, $FATE, $FDMT, $GBIO, $MURA, $NAMS, $NMRA, $PRAX, $SAGE, $VTVT Increased: $ABCL, $AKRO, $BCYC, $CELC, $DNLI, $DSGN, $EWTX, $IGMS, $INCY, $NGNE, $RVMD, $SANA, $STOK, $XNCR

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Banana Oncology

@Banana_Oncology

6 months

$VINC raising $50m, 50% of the current market cap, only a week before clinical data update. Why would they do so if they are presenting good clinical data? To be fair $ARVN also raised capital at $21 a week before strong SABCS update. Guess that's why their CFO is now gone...

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Banana Oncology

@Banana_Oncology

6 months

Landmark back-to-back Nature papers by $RMVD RAS-ON inhibitors. Set to bar SO HIGH for the entire field to catch up! Amazing news for patients!

Anirban Maitra

@Aiims1742

6 months

Out in @Nature concurrent with #AACR24 Two papers on biochemistry and preclinical characterization of Revolution Medicines’ RAS(ON) multiRAS inhibitor, with a focus on #PancreaticCancer @KenOliveLab @BenStanger01 @derlabunc

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Banana Oncology

@Banana_Oncology

3 months

Exactly. Every single scientist and physician I know of, especially those in RAS fields (GI or thoracic oncologists) are are extremely excited about the data. Investors on the other hand, kept casting doubts $RVMD

Jorge Santana

@marketfrankford

3 months

Trust the scientists, not the fintwit pumpers. $RVMD is advancing truly revolutionary treatment for PDAC.

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Banana Oncology

@Banana_Oncology

5 months

So now that $CTMX set the EGFR-TCE bar high for $JANX. Is that good or bad for $JANX?

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Banana Oncology

@Banana_Oncology

4 months

While ramping up clinical development and regulatory affairs are certainly promising. It's particularly interesting for alliance management as well. What partnership(s) are they going to manage? =) $XLO

Banana Oncology

@Banana_Oncology

4 months

While we are still looking forward for the masked-IL12/CTLA4 data from $XLO, the company started hiring many senior positions for clinical development, regulatory affairs, and alliance management. Guess what clinical data did they see? $XLO is currently ~$30m below cash

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Banana Oncology

@Banana_Oncology

6 months

This is how I see $JANX. The PSMA/EGFR validation of TRACTr TCE platform is a lot like the early days when $DSNKY validated their Dxd ADC platform with the T-Dxd data. The rest is history

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Banana Oncology

@Banana_Oncology

4 months

$MRK he's not lying, when Keytruda was still under early development, the senior leadership was expecting a <1/10 of the current Keytruda revenue

Zach Brennan

@ZacharyBrennan

4 months

$MRK CEO says Keytruda is ‘not a repeatable model’ -

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Banana Oncology

@Banana_Oncology

6 months

Makes perfect sense. So now $NVS can combine $ARVN ARV766 with Pluvicto. Great strategic plan for both!

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Banana Oncology

@Banana_Oncology

3 months

And they added in a ton more sites (e.g. Yale, John Hopkins, Dana-Farber/Harvard, NYU, MSKCC/Cornell) Wondering what could lead all of these high-profile sites to enroll into the $RVMD G12D-specific trial all of a sudden? 🙃🙃

Carlos Gatón

@gaton_carlos

3 months

$RVMD Added a combination arm of its KRAS G12D, RMC-9805, with RMC-6236 as previously disclosed.

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Banana Oncology

@Banana_Oncology

4 months

Dude are you really comparing enzalutamide combo in NHA naive patients to mono in late line NHA resistant patients? You might as well compare stage 1 disease to stage 4 😂😂😂😂 $EPIC $JANX

InHonourOfThomasWPhelps

@ConradEnge98050

4 months

$EPIX MC of $228M is 1/10th $JANX $2.2B!? $EPIX Ph 1 data impressive: 81% of patients PSA90 and 88% PSA50 2-4x better than #enzalutamide alone $JANX data: Only 4% PSA90 and 43% PSA50 Enza off patent in '27 is 44% of Astellas sales!! $EPIX has (4) Ph 1 studies and pivotal Ph 2!

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Banana Oncology

@Banana_Oncology

4 months

So Avalon (according to SEC filing) apparently sold a gigantic block of $JANX at open market on 3rd June. Regardless of the gigantic size, it didn't even make a dent on the price (that day), and the entire block got bought right away. Who bought the big block?

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Banana Oncology

@Banana_Oncology

5 months

Great observation! Almost forgot pancreas is the trypsin factory! Anyone who ever works in a biology wet lab should be very familiar with trypsin =) If that's the reason, it's less likely to be linker-specific. May be a free tip from $CTMX to $JANX and $XLO to try PDAC ASAP?

German Biotech

@GermanBiotech

5 months

Lots of proteases are produced in the pancreas as part of physiological digestion, which are released in the event of malignant degeneration with cell death in the tumor tissue. This should lead to a high, relatively homogeneous concentration of proteases in the tumor and /2

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Banana Oncology

@Banana_Oncology

3 months

There are always newer generations of drugs work better on the same targets. ER, EGFR, HER2 etc. Many of such latter assets were rewarded quite handsomely

David K. Yang

@davidkmyang

3 months

In biotech, a common pitfall in target selection is not that the target doesn’t work. It’s that the target is too late. By the time a target is “validated”, it’s a crowded space and the most advanced drug is years ahead. And rarely do 5th-in-class+ drugs get handsomely rewarded.

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Banana Oncology

@Banana_Oncology

5 months

$CTMX said they did not see clinical efficacy to be associated with EGFR IHC expressions

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Banana Oncology

@Banana_Oncology

5 months

$CTMX It's mutated so minimal ADCC I guess!

interest_in_biotech

@interest_in_bio

5 months

@Banana_Oncology @AppleHelix @oncinvestor Is the Fc tail of $ctmx still active? Might that lead to better efficacy than $janx? Might also lead to more tox

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Banana Oncology

@Banana_Oncology

3 months

Also note the PFS and OS $RVMD is presenting included 160mg-300mg. And the Ph3 will be done on 300mg. So likely even longer responses in Ph3

Banana Oncology

@Banana_Oncology

3 months

$RVMD Ok so 2L+ RMC-6236 median PFS 7.6-8.1m blew even the PFS of 1L triple-chemo combo Biggest day in targeting RAS ever

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Banana Oncology

@Banana_Oncology

3 months

Great job, proud of you Joe, for putting the country ahead of yourself

Joe Biden

@JoeBiden

3 months

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Banana Oncology

@Banana_Oncology

3 months

Home insurance increased 26% in last 3 years Mortgage payment increased 100%+ in last 3 years Property tax increased 15%+ in last 3 years But if you increased the rent more than 5% a year, then you are evil and enemy of the government

President Biden

@POTUS

3 months

I’m sending a clear message to corporate landlords: If you raise rents more than 5%, you should lose valuable tax breaks. Families deserve housing that’s affordable – it's part of the American dream.

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Banana Oncology

@Banana_Oncology

5 months

Guess investors are really not happy that no buyout deal for $JANX over the weekend? Did people actually expect a buyout deal to be finalized 2 months after data update?

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Banana Oncology

@Banana_Oncology

5 months

@Orangeman1992 @MysteriousMole1 I'm saying if people completely discount the EGFR-TCE, a BO above current market cap is unlikely. I personally think JANX008 still got value, but need more mature data How durable is the cPR NSCLC? Any ORR in newly dosed patients? It had been 2m+ since last update.

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Banana Oncology

@Banana_Oncology

6 months

@english_august @maw_tweets If you deposit on Biorxiv instead of publishing in Nature, you will lose your pleasure to spend 2 sleepless years to revise the manuscript based on reviewer #3 's non-constructive comments

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Banana Oncology

@Banana_Oncology

6 months

Both $ERAS and $RVMD were co-founded by Kevin Shokat. That man plans on tackling RAS mutant cancers all by himself!

Andre-ACGT

@Andre_AGTC

6 months

$ERAS good R/R according to @Maximus_Holla Can they be the next $RVMD in RAS space? I think @Quantumup1 posted some analysts notes in the past $2-ish is a good entry

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Banana Oncology

@Banana_Oncology

6 months

Great news for $ARVN!

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Banana Oncology

@Banana_Oncology

6 months

@LauraFlowD @AlecStapp Wait, there is no competency test for our legislators? Then how did they manage to make sure every single of our legislators is so incompetent?

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Banana Oncology

@Banana_Oncology

4 months

Btw great talk shared by @avidresearch This made me so much more excited about IL12 than IL2!

Brian

@BioTechTraderSD

4 months

@Banana_Oncology

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Banana Oncology

@Banana_Oncology

4 months

@686Prism Actually if you are a plumber, you can turn $0.00 into $200 in 15-20 minutes

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Banana Oncology

@Banana_Oncology

2 months

@Pharmdca Pretty excited about $PINS, let see what a full quarter of Google partnership can bring them in terms of ex-US revenue

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Banana Oncology

@Banana_Oncology

6 months

Wondering who else got a CD28 activating program, but masked for tumor-specific signal 2 activation... $JANX

Jacob Plieth

@JacobPlieth

6 months

Who remembers when $ALPN was trading around $6? $VRTX

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Banana Oncology

@Banana_Oncology

3 months

$RVMD Note the mPFS of 2L and 3L+ patients on RMC-6236 That said, RMC-6236 monotherapy alone on 1L will most certainly result a significantly longer PFS than 8.1m

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Banana Oncology

@Banana_Oncology

4 months

(THREAD2) 7. Albert Bourla (Pfizer): $21.56M 6. Daniel P. O’Day (Gilead Sciences): $22.61M 5. Robert A. Bradway (Amgen): $22.64M 4. Richard A. Gonzalez (AbbVie): $25.66M 3. Richard Francis (Teva Pharmaceuticals): $25.71 million 2. David A. Ricks (Eli Lilly and Company): $26.57M

Banana Oncology

@Banana_Oncology

4 months

(THREAD) Very interesting list - Highest-paid CEOs in the pharma industry for 2023: 10. Giovanni Caforio (Bristol Myers Squibb): $19.66 million 9. Robert M. Davis (Merck): $20.27M 8. Reshma Kewalramani (Vertex Pharmaceuticals): $20.59M

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Banana Oncology

@Banana_Oncology

6 months

$XLO shows really great tumor-selective PK data of their masking platforms, although mono efficacy is lacking so far for IL2 and CTLA4. Yet to find out for IL12, but I believe combo is the key. $JANX also has a double masked PDL1/CD28 for tumor-selective T cell activation

BowTiedBiotech 🧪🔬🧬

@BowTiedBiotech

6 months

I have been waiting a year+ for these masking / alpha sparing cytokine strategies to read out. Should be interesting! $XLO $HOWL #AACR2024

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Banana Oncology

@Banana_Oncology

5 months

@Andre_AGTC Whoever doesn't like $RVMD has no understanding in RAS biology. Literally every single physician in the RAS field, NSCLC or PDAC field is extremely excited about the $RVMD data and what they can achieve Suddenly KRAS evolved as the largest druggable oncogene thanks to $RVMD

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Banana Oncology

@Banana_Oncology

6 months

PROTAC is most definitely one of my favorite modalities. Personally a big fan of $ARVN for sure: - first biotech to work on PROTAC - founded by Craig Crews who basically started the entire PROTAC field - 2 leading candidates with potential huge market opportunities (ER & AR)

Larry Holt

@lfholt

6 months

@Banana_Oncology Love your thoughts on the various publicly traded degraders.

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Banana Oncology

@Banana_Oncology

5 months

@Lord_of_Biotech I don't understand why everyone is comparing $JANX to $LVTX. One is alpha-beta T cells, the other one is gamma-delta T cells. One is masked, the other is not. This is like comparing T-DXd to HER2 TKI.

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Banana Oncology

@Banana_Oncology

5 months

I bet we don't need to wait till May 8th to find out. Will probably get a sense of that tomorrow after market with $AMGN Q1 earning. $CTMX

InsideIntel

@STOCKPEDIALIVE

5 months

$CTMX - Massive Opportunity. Trial results coming on May 8th. Can run like $JANX - Which went from $8 to $61. $CTMX On watch the entire week into next week.

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Banana Oncology

@Banana_Oncology

5 months

Certainly excited about the $CTMX data. Want to remind everyone though $CTMX will receive max $455m milestones/regulatory payment from $AMGN even data looks spectacular. While $JANX fully-own their PSMA/EGFR programs

Amgen And CytomX Therapeutics Announce Strategic Collaboration In Immuno-Oncology

www.amgen.com

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Banana Oncology

@Banana_Oncology

5 months

While everyone is celebrating on $CTMX Don't forget what $RVMD is going to bring to you 2H 2024! - Updated RMC-6236 PDAC data - Updated RMC-6236 NSCLC data - RMC-6236+Pembro data - RMC-6236+RMC6291 data - RMC-9805 data in G12D solid tumors

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Banana Oncology

@Banana_Oncology

3 months

That's why Novartis closed out the entire lung cancer program, and Alice Shaw is back to Dana Farber $NVS

Jacob Plieth

@JacobPlieth

3 months

$NVS just crashed out of KRAS. Via @ApexOnco -> $RHHBY $AMGN $BMY $MRK $LLY

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Banana Oncology

@Banana_Oncology

5 months

@avidresearch There is very little chance that the RMC-9805 data isn't stunning

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Banana Oncology

@Banana_Oncology

6 months

@Leao_pel In addition to 3+ months to get all the reviewer feedbacks, it would take the editors another 3 months just to coordinate all comments and send a decision. Then 2 more rounds of review before rejecting the article. This is prohibitive of innovation and waste of resources

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Banana Oncology

@Banana_Oncology

6 months

@Andre_AGTC I'm personally more in favor for $RVMD. RAS-ON inhibitor is game changer, both mutant-specific or pan-RAS. - Their G12C-ON shows great efficacy even on patients with prior G12Ci exposure - They are also the first to show clinical efficacy in G12D and G12V, unparalleled

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Banana Oncology

@Banana_Oncology

4 months

While we are still looking forward for the masked-IL12/CTLA4 data from $XLO, the company started hiring many senior positions for clinical development, regulatory affairs, and alliance management. Guess what clinical data did they see? $XLO is currently ~$30m below cash

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Banana Oncology

@Banana_Oncology

3 months

@Andre_AGTC @Biotech2k1 Welcome to the club! This is mine:

Banana Oncology

@Banana_Oncology

6 months

Lol my daughter's fingernail knows more biology than this guy

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Banana Oncology

@Banana_Oncology

3 months

And of course investors ain't happy with a 8m PFS and 0% dose discon rate 😂

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Banana Oncology

@Banana_Oncology

5 months

@MysteriousMole1 That wouldn't be a major concern for me personally. I think standard line-of-sight for EGFR-TCE market had always been NSCLC, HNSCC and CRC IMO. So totally fine for $JANX to yield to $CTMX for the PDAC market if it validates

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Banana Oncology

@Banana_Oncology

5 months

Equinox found out how much they are actually worth after seeing GLP1 pricing from $NVO and $LLY

Evan

@StockMKTNewz

5 months

Equinox is launching one of the most expensive gym memberships in the world — a $40,000-per-year program - CNBC

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Banana Oncology

@Banana_Oncology

5 months

And Orbimed increased its long position in $JANX to... $160m

Ralph

@StuckInStock

5 months

Orbimed 13F positions: New or Increased, with an upcoming catalyst: $ACET, $ALPN, $APLS, $ARGX, $ARWR, $BIIB, $CATX, $CTMX, $CYTK, $DVAX, $DYN, $EWTX, $GERN, $JANX, $LXRX, $LYEL, $MLYS, $MORF, $MRK, $NKTX, $PRAX, $REGN, $RNA, $RYTM, $TYRA, $VIR, $VTYX

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Banana Oncology

@Banana_Oncology

5 months

@spontonic Kinda ironic looking back to all these hates on $JANX lol

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Banana Oncology

@Banana_Oncology

4 months

@bio_clouseau I think in general they became more "secretive" for the past couple months. They used to show progress on TROP2-TCE / PDL1-CD28 programs on website. Now they took it off and put in more generic info as additional TCE / CD28 programs Not sure anything to do with M&A discussions

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Banana Oncology

@Banana_Oncology

5 months

So robotaxis will generate revenue equivalent to 1/3 of current US GDP? Math checks out $TSLA $ARKK

Barchart

@Barchart

5 months

Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla $TSLA says Cathie Wood

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Banana Oncology

@Banana_Oncology

6 months

@NotJanetYellen7 If you are optimistic about $JANX and $LVTX, take a look on $XLO as well. They got some really cool tumor-selective checkpoint inhibitor and immune modulating cytokines ongoing, through masking strategy similar to $JANX. TCE in preclinical development.

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Banana Oncology

@Banana_Oncology

6 months

Very interesting clinical signal $MDNAF, but some biomarker selection (or combination) is definitely needed

Joe

@Gantosj

6 months

$MDNAF $MDNA.to Full #AACR24 poster

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Banana Oncology

@Banana_Oncology

5 months

$JANX -13% right now. $150m mixed shelf common stocks. While $150m dilution does not translate into -13% of market cap. Investors are probably thinking an immediate BO is not likely.

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Banana Oncology

@Banana_Oncology

3 months

@KazzBio Oh I can assure you even VPs in the big pharma are watching closely what people said about their trials on Twitter

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Banana Oncology

@Banana_Oncology

5 months

@STL_Biotech Btw interesting fact, both $RVMD and $ERAS were founded by Kevan Shokat

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Banana Oncology

@Banana_Oncology

6 months

And it's a platform that none of the big pharma has $JANX

Banana Oncology

@Banana_Oncology

6 months

I just want to remind everyone the key value of $JANX is not their PSA50 on their PSMA-TCE, nor the 100% tumor shrinkage in the NSCLC patient on their EGFR-TCE. It's their entire platform of developing clinically-validated masked-TCEs to enable tumor-specific immune responses

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Banana Oncology

@Banana_Oncology

4 months

(THREAD3) 1. Joaquin Duato (Johnson & Johnson): $28.40M Very interesting to see $PFE and $GILD CEOs are among the top paid pharma CEO. And $TEVA of course... $JNJ $LLY $TEVA $ABBV $AMGN $VRTX $MRK $BMY

Banana Oncology

@Banana_Oncology

4 months

(THREAD2) 7. Albert Bourla (Pfizer): $21.56M 6. Daniel P. O’Day (Gilead Sciences): $22.61M 5. Robert A. Bradway (Amgen): $22.64M 4. Richard A. Gonzalez (AbbVie): $25.66M 3. Richard Francis (Teva Pharmaceuticals): $25.71 million 2. David A. Ricks (Eli Lilly and Company): $26.57M

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Banana Oncology

@Banana_Oncology

5 months

@Biohazard3737 Someone need to combine these EGFR-TCE with RMC-6236. That could be paradigm changing for PDAC!

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Banana Oncology

@Banana_Oncology

6 months

$MDNAF just announced preclinical data on their version of masked-PD1/IL2 bispecific as well! How convenient is that both $MDNAF and $XLO are using the exact same MC38 mouse models so that we can compare?

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Banana Oncology

@Banana_Oncology

3 months

$RVMD CEO mentioned considering a 3 arms (SOC vs 6236 vs 6236+chemo) in 1L PDAC

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Banana Oncology

@Banana_Oncology

5 months

@BioValues Man I want to get some sleep, but every time I go on Twitter, I found more conditional activation / masking companies that I had not researched on...

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Banana Oncology

@Banana_Oncology

4 months

Btw just another nice IL12 research paper just came out $HOWL $XLO

Brian

@BioTechTraderSD

4 months

@Banana_Oncology True, that is strange given the Gilead deal.

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Banana Oncology

@Banana_Oncology

6 months

It's going to be a busy year! Good landscape of pharma M&A budget!

Kazz🇨🇦

@KazzBio

6 months

Big Pharma Cash Expected to Catalyze M&A and Strategic Collaborations in 2024 M&A firepower remains abundant for Big Pharma – There is currently ~$197B in their coffers $XBI

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