historically i hate it but... connect the dots? links provided.
I saw Natera as "a hired vendor" and nothing more.
I poked around, and it did get a little bit interesting.
on 6/4 the PRs on the "collaboration" come out. standard fare there.
but on 6/3 two new board members join Natera.
1) former long time merck SVP Eric Rubin who oversaw the birth of Keytruda
2) former BMS CSO Thomas Lynch. BMS has the keytruda twin, Opdivo, the 2nd leading PD-1 inhibitor. lynch became cso at bms after they had a problem with opdivo trials and needed a fresh face in charge of the program.
https://investor.natera.com/news/news-details...fault.aspx
Rubin from merck had retired and started consulting biotechs. you'll enjoy picking quotes from this very recent article:
https://arcnouvel.com/who-is-arc-nouvel/
my favorite piece is this:
" For Rubin, one lesson stands above the rest—particularly for capital-constrained companies: early monotherapy activity matters.
"If you’re not seeing monotherapy activity , some evidence of tumor shrinkage by the drug by itself, you probably should stop development of that drug."
that corresponds to a vital Hoffman quote from his otherwise horrid sales pitch at LD Micro. this is vital for multiple reasons.
1) he literally tells the world that a partnering discussion took place at AACR.
2) he tells you that the the party was very specifically stressing monotherapy activity. Go to minute 21:00 of the presentation.
https://d1io3yog0oux5.cloudfront.net/_2f89e8a...ab9931.mp4
He even says "with their checkpoint inhibitor for example"
anyway, maybe its nothing. even i as chief skeptic have to say that these are certainly some interesting little dots.
lol feel free to auto-delete as usual. completely moronic.
I saw Natera as "a hired vendor" and nothing more.
I poked around, and it did get a little bit interesting.
on 6/4 the PRs on the "collaboration" come out. standard fare there.
but on 6/3 two new board members join Natera.
1) former long time merck SVP Eric Rubin who oversaw the birth of Keytruda
2) former BMS CSO Thomas Lynch. BMS has the keytruda twin, Opdivo, the 2nd leading PD-1 inhibitor. lynch became cso at bms after they had a problem with opdivo trials and needed a fresh face in charge of the program.
https://investor.natera.com/news/news-details...fault.aspx
Rubin from merck had retired and started consulting biotechs. you'll enjoy picking quotes from this very recent article:
https://arcnouvel.com/who-is-arc-nouvel/
my favorite piece is this:
" For Rubin, one lesson stands above the rest—particularly for capital-constrained companies: early monotherapy activity matters.
"If you’re not seeing monotherapy activity , some evidence of tumor shrinkage by the drug by itself, you probably should stop development of that drug."
that corresponds to a vital Hoffman quote from his otherwise horrid sales pitch at LD Micro. this is vital for multiple reasons.
1) he literally tells the world that a partnering discussion took place at AACR.
2) he tells you that the the party was very specifically stressing monotherapy activity. Go to minute 21:00 of the presentation.
https://d1io3yog0oux5.cloudfront.net/_2f89e8a...ab9931.mp4
He even says "with their checkpoint inhibitor for example"
anyway, maybe its nothing. even i as chief skeptic have to say that these are certainly some interesting little dots.
lol feel free to auto-delete as usual. completely moronic.
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