Ohad Hammer @ohadhammer Twitter profile

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@Bdooo_r00

@BobArum

Ohad Hammer

@ohadhammer

2 years

What's the average external cost per patient in clinical studies? The numbers we are seeing right now are jaw dropping: $130k per patient in autoimmune diseases, $250k in oncology P1/2. It can def explain some of the crazy burn rate biotechs report...

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Ohad Hammer

@ohadhammer

8 months

This epidemiology file from Roche's R&D day has so much valuable prevalence data across indications, esp patient numbers based on treatment lines which are typically hard to find

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Ohad Hammer

@ohadhammer

2 years

RNA therapeutics landscape (private and public). From Cowen's recent RNA review.

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Ohad Hammer

@ohadhammer

1 year

Probably the best ADC review I came across, so much valuable information + great figures on targets, linkers and payloads!

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Ohad Hammer

@ohadhammer

2 months

Oral GLP-1s post Roche's data, summary table from GS.

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Ohad Hammer

@ohadhammer

3 years

First $ARVN, then $KYMR, now $NRIX PROTACS work!!! Not sure this class gets the credit it deserves for its huge potential. Still early days and chemistry isn't trivial but the potential here is huge: The ability to degrade every protein with an oral small molecule...

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Ohad Hammer

@ohadhammer

8 months

New ADC report from Leerink with a lot of interesting stuff (breakdown based on stage, target, payload). Surprising to see such a high % of programs using microtubule inhibitors even in P1 (90% of early stage projects I come across on the private and public side are topo1)

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Ohad Hammer

@ohadhammer

2 years

Oncology M&A over last 7 years from Barclays

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Ohad Hammer

@ohadhammer

2 months

Excellent analysis from Oppenheimer on biopharma M&A this year vs. prior years

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Ohad Hammer

@ohadhammer

3 years

Biotech IPOs by performance, great slides from LifeSci tell the whole story. 80% and 60% of 2021 and 2020 biotech IPOs respectively are under offer price. Numbers don't take into account the past two weeks so current number are even worse... 🤦‍♂️

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Ohad Hammer

@ohadhammer

5 years

My new write-up on CARs vs. bsAbs:

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Ohad Hammer

@ohadhammer

6 years

My new write up on investment ideas for 2019, tons of clin data this year for GTx, CRISPR, siRNA and PROTAC

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Ohad Hammer

@ohadhammer

5 years

My new write-up on biotech M&A (good and bad) and the revival in the ADC space

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Ohad Hammer

@ohadhammer

2 years

Approved kinase inhibitors and their sales, great lists from Wedbush

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Ohad Hammer

@ohadhammer

2 years

New and excellent report from Needham on NK therapies with a comprehensive review on diff approaches. Also gives good benchmarks based on auto and allo CAR-Ts + active programs in solid tumors

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Ohad Hammer

@ohadhammer

6 months

Great analysis on obesity/GLP1 landscape from LifeSci's initiation report on $GPCR

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Ohad Hammer

@ohadhammer

2 months

Radiopharma deals (From Jefferies). Good demonstration of the cyclic nature of our business. Targeted radioTx together with ADCs, obesity and biologics for I&I are the hottest areas in pharma BD right now but ~5 years ago there was very limited interest in most of them...

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Ohad Hammer

@ohadhammer

9 months

Interesting table from Jefferies on large (>$5B) biotech M&A deals. If we define (minimal) success by generating cumulative revenues that are 2x the acquisition price, not sure how many here make the cut. Probably Dyax (Takhzyro) and PCYC (Imbruvica) ?

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Ohad Hammer

@ohadhammer

9 months

Great report from Leerink on 2024 catalysts across the CNS space (Alz, MDD, epilepsy, SCZ)

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Ohad Hammer

@ohadhammer

1 year

Great comprehensive overview on PD(L)1 market from Cowen. Another demonstration of the capital inefficiency that plagues our industry. Beyond the 4 leading agents, billions were invested in undifferentiated drugs instead of pursuing novel targets 🤷‍♂️

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Ohad Hammer

@ohadhammer

8 months

Great matrix of obesity MOAs from Guggenheim!

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Ohad Hammer

@ohadhammer

8 months

I don't know if $KYMR's new immunology programs pan out in the clinic but their preclinical data packages are so robust and elegant, from genetic validation to translational work 👏.It's refreshing to see a company that doesn't go after incremental improvements for... /1

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Ohad Hammer

@ohadhammer

3 years

Some of the sell side teams have been producing a lot of high quality "deep dives" recently. Just came across Piper's RNA therapies BioInsights report. Kudos to the team there for generating such a comprehensive, data rich report incl a lot of work on private co's👏

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Ohad Hammer

@ohadhammer

7 months

CARs for I&I in the clinic, ~20 active programs in lupus (Source: Jefferies)

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Ohad Hammer

@ohadhammer

2 years

Q1 2022 public biotech fundraising down ~80% YoY ($3.5B vs. $18B). Figure from Lifesci Capital.

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Ohad Hammer

@ohadhammer

3 years

I think Adam is spot on. If we want to restore the market's trust in biotech the first step is to stop IPOing preclin companies that are 3-4 years from meaningful clin data, esp when valuations are >500M These companies don't belong on the public markets

Adam Feuerstein ✡️

@adamfeuerstein

3 years

@PeterKolchinsky Peter, what I and others know is that there are more preclinical, riskier companies going public now than in the past. Trend is clear. That’s not healthy for “the market.” We all know you don’t see this as a problem, and we expect you to make excuses for it.

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Ohad Hammer

@ohadhammer

6 years

Great IO combinations table from Cowen's report this morning

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Ohad Hammer

@ohadhammer

5 years

Biotech 2019 IPO scorecard from Jefferies

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Ohad Hammer

@ohadhammer

2 years

Oncology M&A deals from Barclays. For many it's too early to tell, but hard to find deals that paid off significantly. Of 35 deals, there were only two deals that look good retrospectively: NVS/ECYT and SGEN/CASC. None of the top 10 deals can be viewed as lucrative imo...

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Ohad Hammer

@ohadhammer

6 months

ADC and radiopharma deals from Truist. Funny to think how 5 years ago most pharmas (besides Daiichi of course) didn't want to touch neither ADCs nor radioTx. Table excludes several smaller ADC deals (Sanofi has a topo1 CEACAM5 ADC from Seagen, Merck with Kelun, Lilly with

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Ohad Hammer

@ohadhammer

8 months

Top product forecasts for 2024

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Ohad Hammer

@ohadhammer

3 years

Tissue-selective #PROTACs based on ligase expression also pursued by $KYMR. This is an exciting feature of PROTACs as they rely on endogenous ligases as opposed to standard inhibitors. Relevant to targets associated with tissue specific DLTs (GI, bone marrow, liver)

Ohad Hammer

@ohadhammer

3 years

$ZNTL's investor event was very good imo, only 1 hr with excellent signal/noise ratio. Some intriguing preclinical updates, esp the impressive Wee1+Bcl2 combo in AML and the platelet sparing Bcl-XL degrarder

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Ohad Hammer

@ohadhammer

1 year

Apparently this phenomenon has a name: Pipeline herding. What a waste of time and money, especially in oncology

Ohad Hammer

@ohadhammer

1 year

Great comprehensive overview on PD(L)1 market from Cowen. Another demonstration of the capital inefficiency that plagues our industry. Beyond the 4 leading agents, billions were invested in undifferentiated drugs instead of pursuing novel targets 🤷‍♂️

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Ohad Hammer

@ohadhammer

5 years

After a 100+ day break I was finally able to post something, my new write up on GTx, ADC, & NASH:

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Ohad Hammer

@ohadhammer

3 months

Novel MOAs in I&I (excluding CARs) from Morgan Stanley, excellent report!

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Ohad Hammer

@ohadhammer

1 year

Those new BCMA CARs have out of this world efficacy: near-100% response rate, PFS of ~3 years in FIFTH LINE myeloma patients!!! Yes, myeloma is a more responsive tumor type even within hem malignancies but these numbers are still so inspiring... (Table from SVB)

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Ohad Hammer

@ohadhammer

3 years

Interesting trend: Biotech underperformers are driven by neg data in rand. trials ( $GLPG, $TBIO, $APRE, $GRAY) whereas winners are either preclinical ( $BEAM, $OLMA, $SANA, $VOR) or have 1-2 responses in oncology ( $FATE, $RUBY, $PRLD) with a ratio $2B MC per confirmed response

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Ohad Hammer

@ohadhammer

11 months

This podcast is an absolute masterpiece! Highly recommended for anyone who likes history, nothing like I have ever seen. Can't wait to read the book.

Paul Cooper

@PaulMMCooper

11 months

Happy to announce that Fall of Civilizations will soon have an official book, coming April 2024 from @Duckbooks . Expanded, updated, with maps & images - I've really poured my heart into this, and I can't wait to share it with everyone. Pre-order links:

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Ohad Hammer

@ohadhammer

5 months

Top companies and drugs by sales in 2023 from Nature Reviews Drug Discovery. $LLY and $NOVO are not on the list (they will be next year of course...). Just shows how forward looking our industry is as both have higher market caps than any of the top 10 companies

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Ohad Hammer

@ohadhammer

3 years

Started looking into $RXRX as a high profile AI-based biotech and so far couldn’t find anything that could come close to justifying a $3.7B market cap. If anything this looks more like an “emperor’s new clothes” story…

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Ohad Hammer

@ohadhammer

1 year

Great new ADC review in Nature Reviews Drug Discovery. Tubulin binders (MMAE, DM4) still dominate approved and late stage pipeline but this will prob change given the strong shift to topo1 payloads esp in solid tumors. DNA damaging payloads also waning.

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Ohad Hammer

@ohadhammer

4 months

Bispecifics are making a comeback not only in oncology ( $AMGN's recent approval) but also in immunology where IL13 and TSLP are the most popular targets. Tables below from Jefferies.

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Ohad Hammer

@ohadhammer

7 years

My new write-up:

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Ohad Hammer

@ohadhammer

7 years

New report on #genetherapy from Raymond James. >20 active clinical programs, many of which will have data in the coming 6 months.

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Ohad Hammer

@ohadhammer

2 years

More stats from Torreya this WE. >200 biotechs with negative EV, 110 have an annual burn rate that is higher than their market cap. Hopefully we are approaching a bottom $XBI 🤞

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Ohad Hammer

@ohadhammer

9 months

$ALNY is probably one of the most productive R&D engines in biopharma's history. Expect 15 INDs (internal and partnered programs) in 2024-25.

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Ohad Hammer

@ohadhammer

6 months

Top onc drugs and classes from Cowen's report. Most of these franchises will be off patent within 5 years without life cycle management solutions (Keytruda, Darzalex, Opdivo, Tagrisso, Perjeta, Imbruvica). Exceptions are Ibrance (Pfizer's selective CDK4) and Revlimid (Pomalyst)

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Ohad Hammer

@ohadhammer

2 years

I know this ASH was brutal for many biotechs but it did include several potentially practice-changing updates: ➖ $BGNE's BTK superior to ibrutinib and should become SOC ➖ $NVS' factor B inhibitor with a home run data set vs. Soliris ➖ Roche's CD20xCD3 - 39% CR rate in DLBCL

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Ohad Hammer

@ohadhammer

8 months

P1 results for $AMGN’s next-gen STEAP1xCD3 T cell engager are out. Good to see progress with T cell engagers in solid tumors on the hills of tarlatamab’s (DLL3 T cell engager) P2 in SCLC. The good news: new formats induce a high response rate (59% PSA50, 41% RECIST PR at high

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Ohad Hammer

@ohadhammer

5 years

My new write up on ADCs, $AVRO and $CHMA Really hope Daiichi's TROP2 ADC lives up to expectations at #WCLC19 , could be very big

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Ohad Hammer

@ohadhammer

2 years

Top 10 oncology franchises and 2023 catalysts from Stifel. Most interesting imo are $AZN's TROP2 and $JNJ's EGFR programs in lung cancer.

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Ohad Hammer

@ohadhammer

3 years

Synthetic lethality is emerging as an important theme in oncology, and it's more than just PARP/BRCA/HRD. List below is from Guggenheim's excellent report on the space, some programs are SL per se and some fall under a broader definition of SL.

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Ohad Hammer

@ohadhammer

7 years

My new write-up on gene therapy &future catalysts $BMRN $ONCE $AVXS $ABEO $BLUE $RGNX $BOLD $ADVM $DMTX $AGTC $SNSS

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Ohad Hammer

@ohadhammer

17 days

Approved bispecifics from Leerink's report on $XNCR. Most successful formats are Duobody ( $GMAB) and Crossmab (Roche). It took $AMGN 10 years to approve a 2nd BiTE.

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Ohad Hammer

@ohadhammer

6 years

Great table on approaches for allo-CARs (Barclays initiation report on $CLLS)

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Ohad Hammer

@ohadhammer

1 year

Finally a synthetic lethality drug (which isn't PARP) that works in patients! PRMT5 is emerging as a promising cancer target, broad potential in tumors with MTAP deletion (10% of all cases!). Great news after a decade of setbacks for SL drugs. $MRTX

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Ohad Hammer

@ohadhammer

3 months

Excellent data tables from Barclays ahead of #ASCO24 . 1st line gastric cancer, 3rd line colorectal, PRAME therapies ( $IMTX, $IMCR)

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Ohad Hammer

@ohadhammer

3 years

What a monster this drug is (not to mention other emerging indications). PFS tripled from ~7 to ~25 months, OS already reached a HR=0.56 and this is probably muted by pts in the Kadcyla arm receiving 3rd line Enhertu. Against active control 👏👏👏

Bryan Vaca-Cartagena, MD

@bryanfvc96

3 years

No words could convey the happiness of someone who has presented to the world the new 2nd line SoC T-DXd for #mBC HER2+👏🥇🌎 Kudos to all scientists involved in this groundbreaking study!! #DESTINYBreast03 Thanks to all patients who participated in this trial #ESMO21 @OncoAlert

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Ohad Hammer

@ohadhammer

2 years

Deep dive from Morgan Stanley on $SGEN's beta6 integrin program. So far P1 data look promising and opportunity is much bigger than most ADCs in development. This one is on top of my ADC watchlist.

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Ohad Hammer

@ohadhammer

8 months

Commercial performance of CAR-T products from $LEGN's deck. Autologous products likely to dominate the space in hemonc following setbacks with allo programs. Yescarta reached a $1.6B annual run rate!

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Ohad Hammer

@ohadhammer

5 months

That's big news for the T cell engager space! probably the first T cell engager to show OS benefit since Blincyto in B-ALL (2016). Numbers not provided but getting a stat sig survival benefit with just 270 patients vs. Rituxan is pretty impressive and implies the benefit is

Genentech

@genentech

5 months

#Breaking : Today we announced our CD20xCD3 bispecific antibody in combination with chemotherapy met its primary endpoint of overall survival in people with relapsed or refractory diffuse large B-cell #lymphoma , or #DLBCL . Learn more:

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Ohad Hammer

@ohadhammer

3 years

For anyone who is interested in DDR, syn lethality and epigenetics, Impact Therapeutics (private) did an R&D event with great talks on these topics. I esp liked the first one from Alan D'Andrea on syn lethality and DDR. password :impactday

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Ohad Hammer

@ohadhammer

4 years

1/ Precision oncology drugs for rare fusion proteins (ROS, TRK, RET etc) are one the hottest themes in oncology ( $LOXO $RXDX $BPMC $TPTX ). Efficacy with these drugs is AMAZING but when it comes to commercial performance, are we overestimating their true worth?

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Ohad Hammer

@ohadhammer

2 years

Tables from Wedbush's excellent note on genetic medicines (GTx, RNA editing, RNA targeting drugs)

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Ohad Hammer

@ohadhammer

6 months

No doubt $VKTX's data are stellar when compared to $LLY's tirz (figures from Jefferies) but important to remember we are comparing cohorts of n=35 to cohorts of n=~630. Those peak sales predictions for LLY's GLP franchise are unimaginable 🤯

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Ohad Hammer

@ohadhammer

3 years

1/ Interesting analysis from GS this morning suggesting we are close to bottom based on financial ratios, esp EV/cash which is approaching historical lows. Main difference imo this time is average burn rate per program which has skyrocketed. Don't have concrete numbers but...

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Ohad Hammer

@ohadhammer

2 years

Great autoimmune landscape chart from Morgan Stanley's initiation on $VTYX. SLE so bleak with only two approved targeted drugs (both have very limited efficacy)

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Ohad Hammer

@ohadhammer

9 months

Strongest and weakest launches in 2020-2023 from Cantor. Strongest:

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Ohad Hammer

@ohadhammer

1 year

New M&A report out from OPCO shows rebound in activity, total value skewed towards oncology due to PFE/SGEN but inflammation looks popular than ever

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Ohad Hammer

@ohadhammer

1 year

Great figures from Jefferies on NASH efficacy across trials (fibrosis improvement and NASH resolution)

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Ohad Hammer

@ohadhammer

3 years

No genetic engineering, no CMC complexities, no delivery vehicles, no viral capsids, no AI, just good chemistry! Huge achievement for our industry, this is what disruptive innovation looks like 👏👏👏

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Ohad Hammer

@ohadhammer

4 years

B7-H3 is becoming an interesting ADC target, this list is from SVB Leerink's excellent $MGNX deep dive. MGC018 generated a strong PSA signal in prostate cancer (will it hold and translate to clinical benefit?) and Daiichi are seeing "confirmed responses" with their ADC (DS-7300A)

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Ohad Hammer

@ohadhammer

4 years

$IMCR -story is groundbreaking on multiple fronts: First pos P3 survival data for a CD3 T cell engager in a solid tumor, first effective IO in uveal mel, first TCR based win in a randomized trial, first effective treatment targeting gp100 after years of failures. Well done!

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Ohad Hammer

@ohadhammer

8 years

My #ASCO16 notes:

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Ohad Hammer

@ohadhammer

1 year

Should be an exciting #ESMO23 , a lot of potentially practice-changing readouts! Good to see industry is making real progress powered by new treatment modalities: Bispecific antibodies, antibody drug conjugates, targeted radioTx. Here are 6 important abstracts: (1/4)

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Ohad Hammer

@ohadhammer

2 years

Mutant-selective PI3K inhibitors could be the next big drug class in oncology. $RLAY in P1 with a pan mutant compound, Scorpion (pvt) with a narrower spectrum (H1047X), both are allosteric with 10x fold vs. WT PI3Ka. In vivo studies show both are as good as or superior to...

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Ohad Hammer

@ohadhammer

1 year

3 most intriguing clin data abstracts at #AACR23 so far imo: $RLAY - mutatnt specific PI3K , prelim P1 data $MRUS - EGFRxLGR5 P2 in head and neck $ALLO - CD70 alloCAR in renal cancer

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Ohad Hammer

@ohadhammer

7 months

These biopharma M&A charts from BTIG show what a phenomenal year 2023 was in terms of M&A. Second only to 2018 which had Takeda/Shire (64B deal which btw is higher than Takeda's market cap today?)

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Ohad Hammer

@ohadhammer

25 days

HS data for different IL17 program (Jefferies) $SLRN $MLTX

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Ohad Hammer

@ohadhammer

8 months

Wet AMD competitive landscape from Wedbush's $RGNX note this morning

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Ohad Hammer

@ohadhammer

3 years

Came across these excellent slides from @OmidHamidMD contextualizing the huge progress in metastatic melanoma. Just over the past 10 years - 5yr survival went from ~10% to ~50% !

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Ohad Hammer

@ohadhammer

3 years

Cowen's top 10 potential surprises for 2021

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Ohad Hammer

@ohadhammer

7 years

My new write up. $ESPR , $ABEO, $SAGE and adding two GTx names

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Ohad Hammer

@ohadhammer

3 months

Biotech IPOs 2000-2024 from Cantor

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Ohad Hammer

@ohadhammer

2 years

CAR-T sales trajectories following Q1 numbers from Barclays. Was hoping to see a stronger uptick with Yescarta and Breyanzi based on super strong 2nd line data in DLBCL (although first approval came in on Apr 1st)

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Ohad Hammer

@ohadhammer

4 months

@paulpetertak I stand behind what I wrote and don't think it's misleading to point out that overall survival data are impossible to interpret without a control arm. What's misleading is using terms like "improved" and "prolonged" when describing OS data from a non-randomized study.

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Ohad Hammer

@ohadhammer

5 years

Great analysis from Genentech on 8 #ADC programs. The most surprising finding was no correlation between AEs and free payload (Same for Adcetris). So this suggests linker stability is not the parameter to optimize in order to expand Tx window?🤔

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Ohad Hammer

@ohadhammer

4 months

IPF and depression landscapes from GS' initiation report on $CTNM

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Ohad Hammer

@ohadhammer

1 year

Came across this sobering analysis from Cantor on $BBIO and their arguments look quite convincing. At the end of the day is this another case of spending 7-8 years and hundreds of millions to get a similar clinical profile to that of a marketed drug (tafamidis)?

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Ohad Hammer

@ohadhammer

6 years

NASH catalysts from Jefferies' NASH deep dive

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Ohad Hammer

@ohadhammer

3 years

2/ ...I don't think smid cap bios used to burn so much $ 5 years ago. They provide this list of companies expected to raise in 22/23 and it is scary to look at, most names have a triple digit burn rate and are a long way from profitability...

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Ohad Hammer

@ohadhammer

11 months

Promising initial results from $RVMD's G12C(ON) inhibitor post Lumakras to be presented at the triple meeting. Only 7 NSCLC patients but potentially best in class activity. Figure from Jefferies.

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Ohad Hammer

@ohadhammer

6 years

Great report from Cantor on next-gen JAKs, predict $20B sales across indications, picked $GLPG's filgotinib as best-in-class based on JAK1 selectivity. The figure about novel I&I agents is really interesting, psoriasis emerging as a huge indication.

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Ohad Hammer

@ohadhammer

3 months

EULAR 2024 data highlights from Jefferies Looks like B cell depletion (CART, T cell engagers, Fc enhanced mAbs) will dominate immunology meetings in the foreseeable future. A lot of new clinical data sets across multiple indications, hopefully the initial signal from the Schett

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Ohad Hammer

@ohadhammer

8 years

My new write-up on @myESMO , $EXEL , $ABEO, $ESPR, $SGEN,

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Ohad Hammer

@ohadhammer

3 months

Monster deal today, $1.25B for a P1 program (IL4RxIL31). Interesting that $JNJ is betting on IL-31 which is clinically validated for itch rather than TSLP (a more classic Th2 cytokine) which is pursued by other pharmas. Differentiation def paid off for Numab!

Ohad Hammer

@ohadhammer

4 months

Bispecifics are making a comeback not only in oncology ( $AMGN's recent approval) but also in immunology where IL13 and TSLP are the most popular targets. Tables below from Jefferies.

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Ohad Hammer

@ohadhammer

6 years

Rare disease launches graph from GS, Spinraza looks like the strongest rare disease launch ever

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Ohad Hammer

@ohadhammer

7 years

My new post on CNS stocks, some optimism at last...

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Ohad Hammer

@ohadhammer

2 years

IPO stats are equally depressing 😰 Only 10% traded above offer price

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Ohad Hammer

@ohadhammer

3 years

1/Maybe it's just me but I am definitely seeing a shift that started early Feb. For private deals it is much harder to find a lead and even with a lead syndication is very challenging. Seeing multiple cases of decent companies I thought would easily raise 60-80M dead in the water

Bruce Booth

@LifeSciVC

3 years

Lots of speculation that after 12 month downdraft in $XBI that private mkt would "slow-down"... As of mid-Feb, 1Q22 is tracking to be the biggest Q for VC funding in #biotech of all time Over $7B in first 6 wks. Needs to get >$11B for trophy; might not, but still huge funding

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