502 episodes
STIFEL 2026: Compugen has a trial in ovarian cancer for its PVRIG scheduled to read out in the early part of 2027 - later that year brings the start of Astra's big readouts with the TIGIT bispecific
11/11/2026 | 10 mins.CEO Eran Ophir defines what would be a success in the ovarian trial and possible next steps if successful. Plus, TIGIT, Gilead's work on IL18, and looking for new T-cell engager targets.STIFEL 2026: Cullinan Therapeutics' CEO Nadim Ahmed gives an overview of the progress of the company's T-cell engagers in autoimmune and oncology (and more)
11/11/2026 | 11 mins.He goes over a partner's BCMA data that was just presented this weekend at ACR in lupus, and previews a key CD19 update that Cullinan will be providing investors in December. Plus, he comments on zipalertinib, which is in front of FDA now in two lines of therapy.Stifel Research Analyst Alex Thompson shares his take on the state of the I&I space and highlights a few key companies
11/10/2026 | 9 mins.He discusses Kymera, Roivant, and Oruka.STIFEL 2026: Over the last two week, Marengo Therapeutics has published landmark data on its Vβ-directed platforms in Nature Medicine, and presented new clinical data in breast cancer at SITC
11/10/2026 | 9 mins.CEO Zhen Su describes the platform and walks us through the SITC data, which was given on top of Trodelvy.STIFEL 2026: Alkermes' new CEO Blair Jackson describes his priorities for the company - which include a heavy focus on the emerging orexin agonist class
11/10/2026 | 11 mins.He describes the profile of the company's orexin and its development path (a key trial in Idiopathic Hypersomnia will be reading out soon), which also includes indications like ADHD, MS, and Parkinson's further on down the line. Plus how the acquisition of Avadel has been a fit, and whether he would consider doing additional deals.
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