@Lawbitrage

I am an investor. In my free time, I read sovereign bond contracts and the New England Journal of Medicine.

Joined October 2013
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270Media
A few years back I started a journey to learn more about biopharma and drug discovery. Here is a list of the books I have found helpful (loosely grouped by topic) with the outstanding books highlighted by (+++). Feel free to add your own recommendations, I'll keep adding mine.
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$AMGN Dellphi-305 and $RHHBY Krascendo-1, easily the most impressive datasets of #Esmo26. No contest!
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Replying to @adamfeuerstein
@adamfeuerstein - listen to the the divarasib discussion for a good juicy one
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PD(L)1-VEGF bispecifics are already beating PD1 inhibition alone in trials, so what's next? This trial (BioNTech, DualityBio, BMS) adds a new B7-H3 ADC to a PDL1-VEGF bispecific, with potential synergy: 1) VEGF blockade: normalizes tumor vasculature, improves ADC delivery and T cell infiltration. 2) B7-H3 ADC: kills cancer cells, triggers immunogenic inflammation. 3) PDL1 blockade: releases immune suppression, allows T cells to exploit immune response induced by ADC. Confirmed ORR up to 71% -- in immune-cold platinum-resistant ovarian cancer. The broader, ongoing phase 2 includes colorectal cancer, pancreatic cancer and other tumor types.
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$BNTX $BMY pumitamig + chemo in post-PD-(L)1 NSCLC (Rosetta Lung-107), via Byoung Chul Cho: cORR 37%, apparently across PD-L1 expression levels #Esmo26 $SMMT
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Replying to @adamfeuerstein
You could say, she didn't go "the whole Brahmer".
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Congratulations to $AMGN $AZN for a standing ovation :-) practice changing data
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From the ESMO abstracts: Interesting results for Pumitamig in 2L neuroendocrine neoplasms, especially when compared to the older bevacizumab trial, since Pumitamig is showing an ORR *and* OS benefit here:
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Has anyone tested combining a PDL1xVEGF bispecific with a PD1 monoclonal? - The idea being that the bispecific would anchor the VEGF inhibition to the TME, whereas the PD1 mono would reinvigorate T-cells across the body? Anyboy done this expertiment? @AppleHelix @DrSamuelBHume
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Love this from @gline! “biotech is a wood chipper that like is built to like ingest souls and shred them. It's just like such a hard business that like someone comes and they're like, oh, but I've built a computer and I'm going to push a button and all of that goes away and it just works. Like that is probably not the way that's going to go.”
Matthew Herper
@matthewherperOct 14
If you care about biotech and drug development watch this interview with Matt Gline, the CEO of Roivant, a biotech firm that is now worth $24 billion. He talks about why he thinks predictions about AI from people like Anthropic’s Dario Amodei are overly optimistic. “If Dario is right and I'm wrong, and he cures every disease in five years, man, are we all the winners from that outcome,” Gline said. “I think if you work in this industry, it is very hard not to be skeptical of any of those claims. Because, and I've said this in other settings recently too, biotech is a wood chipper that like is built to like ingest souls and shred them. It's just like such a hard business that like someone comes and they're like, oh, but I've built a computer and I'm going to push a button and all of that goes away and it just works. Like that is probably not the way that's going to go.”
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Bambusa Therapeutics Files for Nasdaq IPO, Advancing a China-Licensed Bispecific Antibody Pipeline in Immunology and Inflammation sec.gov/Archives/edgar/data/… $BBTX Founded in May 2024 by Shanshan Xu, former VP of Global Business Development and Innovation at $BNTX Xu previously led multiple licensing collaborations between BioNTech and Chinese biotech companies, including Biotheus, DualityBio and MediLink Therapeutics. Former $ONC CFO Heng Liang joined Bambusa around three months ago as the company prepared for its IPO.
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Here's a cool new drug that just dosed its first patient in China. It targets the cancer antigen, B7-H3, and 'desialylates' - removes surface sialic acids that suppress immune responses. In experiments, this activates tumor killing, mainly by NK cells and macrophages. The trial is in China, run by Shanghai Henlius - the tech itself originated from the US biotech, Palleon Pharma. This desialylation mechanism is independent of PD1: in other words, a potentially new cancer immunotherapy.
Samuel Hume
@DrSamuelBHumeOct 7
By my count, China has cleared 160 novel drugs for first-in-human clinical trials this year — so far. One of them is a potential treatment for sepsis, a condition associated with ~20% of all deaths globally. The drug, made by Pyrotech Therapeutics, is the first to enter the clinic that blocks formation of the gasdermin D pore (that triggers pyroptosis - inflammatory cell death - in sepsis). That’s just one of many — we looked at all of them here: breakingground.substack.com/…
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Very interesting, Roche will initiate a phase III glycemic control head-to-head study of Enicepatide versus Tirzepatide in patients with T2D. They released some new data yesterday for the BLA1c > 8.5% subgroup. @JCanNuSH
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Anyone really surprised by this?
Michael Lin, MD PhD 🧬@michaelzlinSep 28
Anthropic's discovery of array-associated reverse transcriptases? Turns out it was already done by a Danish scientist. He used Claude for administrative tasks, but not in an agentic manner for the discovery. He already filed a patent and gave talks on it nytimes.com/2026/09/27/scien…

Did Anthropic’s A.I. Really Make a Scientific Discovery on Its Own?

An expert at the University of Copenhagen said his team had been sharing its research with the company’s A.I. model, Claude, and that its new finding matched their work.

nytimes.com
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Value destruction in 3, 2, 1...
S A I ™️
@WallStSaiSep 22
$NVO WE WOULD DO MORE M&A DEALS ON AREAS OURSIDE OF CORE THAN IN THE CORE BUSINESS. THERE IS NO SIZE LIMIT ON DEALS - NOVO CEO $XBI $MDGL $VKTX $GPCR #biotech
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Was surprised by the near convergance of the Ivo and Pembo OS curves around month 10 in Harmoni-2. Looks like the explanation for this is that non-responders in the Pembro arm switched relatively quickly to pembro+chemo combo. This makes the results even more impressive actually.
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Would be very interesting what Julie Brahmer has to say about this subgroup analysis here with Ivo working *better* in older patients:
Kenn Samala@KSamalaMDSep 15
Replying to @KSamalaMD
#HARMONI2 #WCLC26 Efficacy Results ✅️median OS: 30.8 vs 22.6 mos ✅️ subgroup analysis favaored ivo ✅️ no new safety signals
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Spot on👇 (and Ugur Sahin saw this coming early)
Persimmon Tree Investments
@PersimmonTISep 13
$XBI $SMMT $MRK $BNTX $BMY The real question, I think, is who is going to do: PDL1 x VEGF + ADC the best The race is on.
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Truck test ✅ A particularly neat feature of this trial: it compared an unconjugated topo1 inhibitor (topotecan) vs a conjugated topo1 inhibitor, demonstrating the impact of the ADC delivery system 🎯
NEJM
@NEJMSep 13
Presented at #WCLC26: Among patients with relapsed small-cell lung cancer after chemotherapy, treatment with tambotatug pelitecan led to longer survival than treatment with topotecan, with fewer adverse events of grade 3 or higher. Full phase 3 TAISHAN-302 trial results: nej.md/4xKtvcF @IASLC
This image consists of Kaplan–Meier curves for overall survival in the intention-to-treat population.

ALT This image consists of Kaplan–Meier curves for overall survival in the intention-to-treat population.

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We now have TWO studies showing B7-H3 ADCs vastly superior to standard topotecan for relapsed SCLC: tam-peli and ris-rez. These studies were different - different agents, different baseline demographics of pts, etc - but the outcomes were similar, control arms performed similarly. These trials reinforce each other. Looking forward to global studies and to first-line studies. The ADC era soundly here for SCLC and these will replace chemotherapy across lines, in my opinion. #WCLC26
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$BNTX $BMY pumitamig + B7-H3 might be better than either agent alone. Via @ByMadeleineA @ApexOnco from #WCLC26 -> apexonco.com/node/2339/ $SMMT

World Lung 2026 – another BioNTech combo intrigues

Pumitamig plus elfe-d might be better than either agent alone.

apexonco.com
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