Sam Fazeli

$SMMT $GSK $AMGN $BNTX $BMY $PFE etc etc etc. Hopefully we can have a useful discussion on Summit’s ivonescimab (and other PD(L)-1xVEGFs). We will also look at the Small-cell lung cancer data and see how they might fit with the emerging therapeutic landscape. https://t.co/wfRkN1uaTi

$BNTX $ABBV $GMAB $SMMT $CRBP $GSK $RHBBY $AMGN $LEGN $BMY $PFE $MRK $AZN $REGN $LLY $VSTM $GPCR $SNY $NVO $WCLC Updates, Ovarian Cancer Review, Obesity Data: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://t.co/TkmilvY5QA

$BNTX $ABBV $GMAB $SMMT $CRBP $GSK $RHBBY $AMGN $LEGN $BMY $PFE $MRK $AZN $REGN $LLY $VSTM $GPCR $SNY $NVO $WCLC Updates, Ovarian Cancer Review, Obesity Data: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://t.co/TkmilvY5QA

$AZN $IONS $NVS $RPRX $GPCR $LLY $BNTX $INBX $JNJ $MRK $PDSB $AMGN $BMY $GSK Astra COPD Update, Obesity Data, Inhibrx Results: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://t.co/4kT79ATiVV

$RVMD $LLY $AZN $ZLDPF $PBLS $MRK $ABBV MFN Deals, IPOs, EASD, Mounjaro and Qlex Patents: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://t.co/AIro8ESLhw

$LLY $NVO $RVMD $ERAS $AZN $RHHBY $OLMA $PFE $GSK Revolution PDAC Approval, GLP-1s & CMS; Polivy Patent; SERENA-4; GIST Survey: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://t.co/RjQUZHzGOO

$LLY $NVO $RVMD $ERAS $AZN $RHHBY $OLMA $PFE $GSK Revolution PDAC Approval, GLP-1s & CMS; Polivy Patent; SERENA-4; GIST Survey: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://t.co/RjQUZHzGOO

surely it’s more than $12bn. $mrna $mrk https://t.co/CvIdYA4MuD

@adamfeuerstein This is a win for $MRNA $MRK - but it’s a win most for patients and the field. I have to admit I was very worried about this not working or being very weak. The phrase ‘clinically meaningful’ is the clincher here.

$AZN plus $BMY - I just about get the logic for $BMY, but what’s in it for $AZN?