The Ledger
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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”
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.”
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.”
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…”
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.”
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.”
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.”
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.”
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.”
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.”
Lim: Over half of cancer patients present with late-stage disease
“More than half of all patients present with advanced or late stage disease.”
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…”