Member Info for Yorkshirepragma

Https://www.bloomberg.com/news/articles/2026-06-09/gsk-to-buy-nuvalent-for-10-6-billion-to-expand-in-cancer-drugs?embedded-checkout=true

Drugs .All in development …

Https://www.biopharmadive.com/news/asco-2026-daraxonrasib-ivonescimab-proteus-erleada-results/821622/

With DCR of 92% in a rare cancer …a result of significance

AZ 5/4 fav.

Sankyo /AZ 1/1

*will not ignore a comparator mechanism with ‘ benefits’

https://www.astrazeneca.com/r-d/next-generation-therapeutics/antibody-drug-conjugate.html

Https://www.noah.bio/insight/dd45a3b4-8399-4563-b0a4-e545592f776f

Https://www.databridgemarketresearch.com/reports/global-salivary-gland-cancer-treatment-market?srsltid=AfmBOopuDJlblXlX-fKl6jv_4wnpZoCWwu8U9wbDVDDJzWJjso8gtXX_

Https://www.biopharmadive.com/news/lilly-kelonia-acquire-in-vivo-cell-therapy-multiple-myeloma/817953/

That’s M& A

Https://www.biopharmadive.com/news/biotech-pharma-deals-merger-acquisitions-tracker/604262/

Thanks for this analysis

Pancreatic such a poor responder too . Bodes well

Https://www.linkedin.com/posts/udai-banerji-01827b3a_at-aacr26-abstract-7173-leveraging-cancer-ugcPost-7452729145123418112-CjBZ?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAPkCiYBHtTJNIz1eN2Rcmr0FlqMoKwJop0&utm_campaign=copy_link

Https://www.biopharmadive.com/news/gilead-tubulis-acquire-deal-adc-cancer/816823/

See CC recent interview ….

25 min in …fda fast track …with a knowing smile….mmmm!

Https://www.biopharmadive.com/news/genmab-merus-deal-acquire-petosemtamab-head-neck-cancer/761340/

25 but framework of deal reflects on Av situation.

Updated preclinical and translational data on the Gen Two AVA6103 program will be presented at the American Association of Cancer Research (AACR) Annual Congress in San Diego on 21 April 2026.

However, the transactions do have something in common, with Gilead both times opting for a “try before you buy” approach. The big biotech had partnered with Arcellx since 2022, and with privately held Tubulis since December 2024.

Notable issue in this deal is the partnering element.

Be good to understand details around chemo drug in Avacta’s 3rd trail …

In effect the same strategy by a BP …

Still, the previous agreement with Tubulis, worth $20m up front, only concerned an option over an ADC against an undisclosed solid tumour target. Now Gilead has gone all in, after gaining “strong conviction in [Tubulis’s] programmes and research capabilities”, it said on Tuesday.

Https://www.gilead.com/news/news-details/2026/gilead-to-acquire-tubulis-adding-potentially-best-in-class-antibody-drug-conjugate-and-next-generation-platform-to-further-strengthen-oncology-pipeline