SCHULTZ @ANACONDAFINANC1
Joined August 2015-
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$AFMD
Sunday story from me. Important enough not to wait for Monday. $MOR $NVS New, serious safety risk related to MorphoSys’ cancer drug complicates, potentially threatens, Novartis acquisition statnews.com/2024/04/28/mor…
$AFMD : will AFM13+ Artiva replicate the data from MD Anderson ? Comments from Andreas on August 2023
$SAN $SNY mainly open to $2-5bn bolt-on's
Artiva Biotherapeutics Readies for the Next Phase of Growth with the Appointment of Neha Krishnamohan as CFO and EVP, Corporate Development and Promotion of Jennifer Bush to Chief Operating Officer artivabio.com/artiva-biother… #AlloNK #NKcell #NKcells #autoimmunedisease #lupus
$RHHBY stressing that termination of 20% of NMEs is a gross figure. Other projects have been added, including through M&A.
@Banana_Oncology @zen_tropy @Season11031 @maddstone1 @pfzhang008 @ny1972_47 @biotech_cash You got it - it is selective(!) to EGFR+ independent of mutations without interfering with its signaiing pathway instead eliminates those cancer cells via engaging NK cells for direct killing and debris-eating macrophages for phagocytosis. Compared to mAb it is safe always works.
another day, another "Sanofi cuts X" $SAN $SNY x.com/FierceBiotech/…
another day, another "Sanofi cuts X" $SAN $SNY x.com/FierceBiotech/…
$AFMD
@Banana_Oncology @maddstone1 @Season11031 @ny1972_47 @biotech_cash this shift in the macrophage population could alter the TME in a way that, in conjunction with PD-L1 mediated pathways, enhances T cell activation. The activated T cells could then release further quantities of IFN-γ and TNF-α, thereby creating a positive feedback loop
$AFMD 👍
Artiva Biotherapeutics Announces First Patient Dosed in Phase 1 Trial of AlloNK® Cell Therapy Candidate in Lupus Nephritis artivabio.com/artiva-biother… #AlloNK #NKcell #NKcells #clinicaltrials #clinicaltrial #autoimmunedisease #autoimmunity
What kind of response is that
Tour de force presentation today by Dr. Katy Rezvani @lab_rezvani at the Allison Institute @MDAndersonNews encompassing great science and a proliferative pipeline of cell therapies for our patients with heme and solid cancers! #NK #celltherapy
$AFMD P2 in mono , not with NK cells since Kiadis is out !
$AFMD P2 in mono , not with NK cells since Kiadis is out !
Two Brothers, a Big #Biotech Bet, and an $8 Billion Payout. 💥 msn.com/en-us/money/co…
We are proud that data from the Phase 2 TELLOMAK Sézary syndrome cohort will be presented as an encore presentation at the World Congress of Cutaneous Lymphomas by Youn H. Kim, MD. More info 👉 cme.cityofhope.org/content/5th-wo… #InnatePharma #SezarySyndrome #CutaneousLymphomas
$ADAP $RHHBY sadtombone adaptimmune.com/investors-and-…
`((,(Dieter 'Hovekamp.. @dhovekamp42
4K Followers 2K Following born to be me, expect the worst - go for the best { views are my own - tweets are not advice }Duikb00t @duikb00t
332 Followers 397 Following Biotech Risk; Top picks: $ARWR / $AFMD / $ADAP / $LPTX Long-term: Non-Bio: #GBL / #SOFINA / #AGEAS / #APAM / #DISGetoutofmyway @Getoutofmyway1
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1K Followers 723 Following Abby is my dog. I'm an investor with a primary focus on small cap companies. Tweets are not advice. Do your own DD.Season1103 @Season11031
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71 Followers 688 Following Natural born biotech stock trader/investor. Trained in RNAi, extremely excited about RNA Editing. Not investment adviceArjen Smid @ArjenS92119
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242 Followers 511 Following Developing companion diagnostics for oncology drugs.Steph Pitt @pitt_pitt4
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0 Followers 364 FollowingDavid Oberlander @DavidOberl79732
18 Followers 37 Following Neurologist with an interest in innate immunity👑 Eligwe @KingEligwe
63 Followers 644 Following I am a superior man whose action is exceed but modest in speechRicardo Sanz @jhonatan_rsm
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261 Followers 5K Following`((,(Dieter 'Hovekamp.. @dhovekamp42
4K Followers 2K Following born to be me, expect the worst - go for the best { views are my own - tweets are not advice }Duikb00t @duikb00t
332 Followers 397 Following Biotech Risk; Top picks: $ARWR / $AFMD / $ADAP / $LPTX Long-term: Non-Bio: #GBL / #SOFINA / #AGEAS / #APAM / #DISBertrand Delsuc @BertrandBio
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785 Followers 127 Following We are a clinical-stage immuno-oncology company committed to giving patients back their innate ability to fight cancer.Listing56 @LlSTlNG56
519 Followers 542 Following Post n’engageant que moi, et ne devant pas être pris comme une incitation à suivre, vendre ou acheter une valeur. Sur X pour suivi macro, biotech 🧬 et infos 📰Innate Pharma @InnatePharma
4K Followers 278 Following #Biotech #Immunotherapy #ImmunoOncology #Cancer #Inflammation #Antibody #CheckpointsEOMESBiotech @eomes_biotech
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2K Followers 163 Following Stocks - Biotech - RNAi, mRNA, RNA tech, gene therapy, NK + cell therapies, CRISPR - opinions, news, trading. Top Picks for 2024 $MDNAF $MDNA (.to) $AFMD $ACETBanana Oncology @Banana_Oncology
249 Followers 232 Following - Academic/Pharma veteran - Oncology & I/O - Identifying asymmetric bets through scientific/financial deep dives - Not financial advises - Here to learnPorter @pfzhang008
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62 Followers 172 FollowingSteph Pitt @pitt_pitt4
2 Followers 9 FollowingSeason1103 @Season11031
12 Followers 12 FollowingDirk Haussecker @RNAiAnalystz
71 Followers 688 Following Natural born biotech stock trader/investor. Trained in RNAi, extremely excited about RNA Editing. Not investment adviceJim DuboisKitchen @jdubois1234
35 Followers 0 FollowingArtivaBio @ArtivaBio
299 Followers 42 Following We are dedicated to making safe and effective cell therapies accessible to any cancer patient who may benefit. #NKcelltherapy #celltherapy #cancer #NKcellsBon Wood @ny1972_47
339 Followers 23 FollowingDavid Oberlander @DavidOberl79732
18 Followers 37 Following Neurologist with an interest in innate immunityPixbillye @YMuer
298 Followers 288 Following SO LONG AS YOU HAVE FOOD IN YOUR MOUTH, YOU HAVE SOLVED ALL QUESTIONS FOR THE TIME BEING.David oberlander @Davidoberland12
80 Followers 112 Following Neurologist with an interest in innate immunity.Christian Breunig @breunig_c
120 Followers 222 Following Cell biologist / Immunologist. Research Project Leader at Affimed GmbH. Views are my own.Omar @radioonc
27 Followers 85 Following #Radiation oncologist investing in biotech. Tweets are my opinionsmarting1121 @smarting1121
42 Followers 69 FollowingAffivant @affivant
85 Followers 58 Following Affivant is dedicated to developing novel immune-oncology approaches to enable the immune system to fight cancer.Alain BRAU @ArkaLei
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126 Followers 399 Following Biotech investor 💊 🦠 🧬🧫 💉🔬 Tweets are my opinion, not investment adviceLagunaRay @Long6422Da
57 Followers 85 Following All tweets are opinions and questions only. Not advice.GAULTIER gregory @GregoryGAULTIER
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1K Followers 309 Following Biotech investor, Cell therapy, Gene editing, RNAi and PROTACsATCG_Partners @ATCGPartners
455 Followers 290 Following A full services #communication and #marketing french agency specialized in #biomedicine, from bench to bedside and across disciplinesQuantum Genomics @QuantumGenomics
2K Followers 105 Following Société biopharmaceutique développant de nouvelles thérapies pour des besoins médicaux non satisfaits dans le domaine des maladies cardiovasculaires #BiotechCathy Terroine @CTerroine
13 Followers 33 Followingfinancimm @financesaz
110 Followers 348 Following "Ce qui me bouleverse, ce n'est pas que tu m'aies menti, c'est que désormais, je ne pourrai plus te croire." Nietzsche.florian PERALDI @florianPERALDI
56 Followers 126 Following Administrateur de sociétés spécialisé en Acquisition, arbitrage et cession d'actif immobilier. une information, un conseil n'hésitez pas à prendre contact...Promising Results from the AFM24 Clinical Study in Combination with Atezolizumab Presented at ASCO Annual Meeting: $AFMD Affimed N.V., a clinical-stage immuno-oncology company,… dlvr.it/T5xHv8 #AFM24 #MajorPharmaceuticalPreparations #AffimedNv #AFMD #competitors
@jdubois1234 @affimed Well preclinical stuff have been dropped so inevitable. If data plays out they have a tech to sell.
@zen_tropy increased EGFR signaling in lung cancer cells may elevate the expression of anti-apoptotic MCL-1 and cIAP-2 genes, potentially through the downregulation of miR-29a-3p and miR-143-3p docwirenews.com/post/role-of-m…
@zen_tropy @eomes_biotech @RayLagunabb @ANACONDAFINANC1 $afmd LuminICE is on autopilot at the moment, there is nothing to do but wait for the results.With the 24 trials, Harstrick's experience is desperately needed.And given the financial situation, I don't think they are actively looking for anyone because they simply can't afford it
@Season11031 Compare this dismal data to NSCLC, the dominant players are reg lymphocytes in the cervix. Depleting TAM resulted in marginal impact.
@ANACONDAFINANC1 Why not? Same elephant 😀 Cell type Total number 95% CI Total mass [g] NK cells 2 × 10B 0.9–4 × 10B 4 Macrophages 2 × 100B 1.3–3 × 100B 600
@ny1972_47 @maddstone1 @zen_tropy @DmitryKovalchuk @dragonflytx Question is: is it need more engineering (ie Trispecific) for engagers ? Affimed did abandon their Trispecific assets years ago and it focused on its bispecific claiming the highest -affinity binding and no interference with IgG
@RNA_Biotech @ANACONDAFINANC1 @RayLagunabb @eomes_biotech I think this one will be different, Hit or miss!
Innate Checkpoints 🍴NK Cells 🍴Innate Engagers 🍴Cytokines We would not necessarily place cytokines on the list, but we understand the indirect link. We would add myeloid checkpoints (e.g., LILRBs, etc.) H/T Jeff Martin from the HR social channel
@maddstone1 @8thKingofRome @zen_tropy @DmitryKovalchuk @dragonflytx Not really. 13 was pretty effective in AITL. 0 expectation anyway.
@8thKingofRome @ny1972_47 @zen_tropy @DmitryKovalchuk @dragonflytx No one knows the answer! Not even Dieter. But as there is place for a plethora of ADC Vendors there will be enough space for 3 NGEngager Players $afmd
@zen_tropy @ny1972_47 @maddstone1 @DmitryKovalchuk @8thKingofRome @dragonflytx Riding a German ICE has most comfort, is safe, fast and flexible (if it is not delayed or canceled due to mis-management of Deutsche Bahn / Affimed)
@zen_tropy @maddstone1 @DmitryKovalchuk @8thKingofRome @dragonflytx Race? Engaging foot soldiers only not going to win a war. Targeting macrophages is the key where TAM dominates. This dragonfly is going to fall like the CARNK bios.
@ny1972_47 @maddstone1 @DmitryKovalchuk @8thKingofRome @dragonflytx $afmd Would you rather ride a BiKE or a TRiKE to victory in nsclc and/or aml? Went to have a look at Dragonfly's pipeline. Didn't realize they had a wholly-owned egfr-targeting Trinket (binding I'm assuming CD16/nkg2d), focused on solid tumors, including nsclc. Meanwhile, $sny /…
@Eddie_Cliff @benjaminsutu @EBRheum @DrCMcMaster Completely agree we have to watch with interest. Autologous CAR-T, allogenic CAR-T, bi-specifics, CD8 and NK engagers....which will have the best combination of efficacy and safety (and cost)?
@zen_tropy @ny1972_47 @RNA_Biotech oh, look at the safety there @zen_tropy....or the lack of
@ANACONDAFINANC1 @RayLagunabb @eomes_biotech $afmd I think there will be a company event for the other 3 programs.
@RayLagunabb @ANACONDAFINANC1 @eomes_biotech yes, they know more than we do...Always. FWIW, asco application timelines limit follow up from what we saw already and therefore what we know of current data... This implies the success -if any-will not show in abstract on May 23 but will be in poster at ASCO on June 1...