why aren't all 19 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Not checkable as stated
Lim: 21-day water fast and plant diet cleared advanced lymphoma case
“Here's an example of a forty-two-year-old woman with advanced stage lymphoma. Her CT scan shows that before treatment, her lymph nodes were significantly enlarged. After a 21 day water only fast, you can see that her lymph nodes shrank pretty dramatically. She…”
Assertion Supported
Erasca claims its ERAS-15 molecular glue outperforms Revolution Medicines' RMC-6236
“And so we actually have our own cyclophiline A molecular glue called ERAS 15 that we just in-licensed, and we're really excited about that with Even higher potency than RMC six two three six”
Prediction Not checkable as stated
Lim: Targeting ecDNA could become cancer treatment's fourth revolution
“Well, if we're successful, this would truly represent a fourth revolution in cancer treatment and could be used to compliment existing chemotherapeutic targeted therapy and cancer immunotherapy approaches to erase cancer.”
Assertion Not checkable as stated
Biotech funding cycle has shifted away from platforms back to products
“I think the pendulum always swings back and forth between platforms and products and back again. I think we're back in the product cycle”
Assertion Partly supported
Lim: Extrachromosomal DNA is found in over 50% of solid tumors
“And this phenomenon is found in more than 50% of all solid tumor types.”
Prediction Held up
Halozyme guides to $1 billion in revenue in coming years
“Which now Halozyme is guiding to about a billion dollar in revenue in the next few years.”
Assertion Not checkable as stated
Extrachromosomal DNA was an unknown cancer driver until recent discoveries
“Most of the industry didn't even know that this circular chromosomal DNA was a mechanism for driving cancer as well as metastases and recurrence until Paul Michel and others identified this and developed diagnostics to look for it.”
Assertion Not checkable as stated
Dr. Jonathan Lim: No single cancer treatment revolution is sufficient alone
“I've outlined five revolutions that give us potential paths to being able to do this, and we've seen some miracles occur. But each one on its own in a vacuum is insufficient.”
Assertion Supported
Lim: Majority of solid tumor patients do not respond to immunotherapy
“Checkpoint inhibitors have since been approved in multiple solid tumor types outside of metastatic melanoma, and the story holds true where you have a minority of patients that reach that five-year mark, what we call the long tail of survival, but still the ma…”
Prediction Not checkable as stated
Dr. Jonathan Lim: Multi-modal personalized therapy will one day erase cancer
“This is what gives me hope that we will be able to one day erase cancer.”
Assertion Supported
Halozyme had three months of cash and zero VC funding in 2003
“So we had Three months of cash on hand, a company that had zero VC dollars invested.”
Assertion Supported
Checkpoint inhibitors achieve long-term cures in roughly 20% of patients
“Especially with the checkpoint inhibitors where you see the long tail. So you see about 20% of patients that have long term remission that, that actually turns into cures.”
Assertion Supported
Lim: ADC Drug Enhertu Has Reached Five Cancer Indications
“Whether it's the, some of the ADCs, like Inheritu, where you see just remarkable long-term survival outcomes OS and PFS with in breast cancer, and now they're in five different indications, including tissue agnostic.”
Assertion Partly supported
Lim: U.S. NRAS mutant melanoma patient population is roughly 50,000
“NRAS mutant melanoma, there's about 50,000 patients total in, in the U.S.”
Assertion Not checkable as stated
Lim: My Penguin Friend was shot 80% with real penguins
“So about 80% of the movie is shot with real penguins. You can't put penguins in peril though. So 15% is with CGI and then five percent is with puppets or animatronics.”
Assertion Supported
Lim: Checkpoint inhibitors yield five-year survival for one-third of metastatic melanoma patients
“The data here show you that with checkpoint inhibitors, as many as a third of patients reached that important five-year mark.”
Assertion Supported
Dr. Jonathan Lim: Cancer causes nearly 10 million deaths globally per year
“Cancer is the second leading cause of death, responsible for nearly ten million deaths globally every year.”
Assertion Partly supported
Lim: Over half of cancer patients present with late-stage disease
“More than half of all patients present with advanced or late stage disease.”
Assertion Supported
Lim: Gleevec approval in 2001 launched precision medicine in oncology
“The second revolution is genomically targeted therapy, which really was birthed in the 19 nineties with the development and subsequent approval of Herceptin for breast cancer and Gleevec, which is an oral therapy for leukemia that was approved in 2001 and esse…”