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The Oncology Deep Dive

The Oncology Deep Dive

The Oncology Deep Dive is your weekly briefing on the most important cancer research, turned into clear, jargon-free conversations. Each episode distills new trial data, FDA decisions, and industry moves from across oncology into an accessible discussion for clinicians, investors, and curious listeners alike.

Disclaimer: AI-generated from publicly available news. Not medical or investment advice. May contain errors — verify against primary sources.

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  • 3 episodes
  • Avg 20 min
  • English

Episodes 3

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  • Monday · 19 min

    Merck, AbbVie, BMS: Who Wins Oncology's Sequencing War?

    In this episode: 🔹 Kidney cancer: FDA approves Merck and Eisai's Welireg + Lenvima after immunotherapy, beating Exelixis' Cabometyx in a Phase 3 trial for the first time. But with more than 70% of patients having severe side effects, is it a real win? 🔹 Multiple myeloma: AbbVie's etentamig posts a record 0.40 hazard ratio with no severe neurotoxicity. J&J fights back by pushing Tecvayli into earlier lines, and BMS's iberdomide doubles MRD negativity as its successor to Revlimid. 🔹 Who decides? Why hospital logistics, payer coverage and infrastructure now shape treatment choices as much as the trial data. 🔹 Rapid fire: Bayer's Nubeqa, Merck's TROP2 antibody-drug conjugate, BeOne's liver cancer bet, and the PD-1/VEGF bispecific race. Oncology is no longer just pharmacology. It's choreography. But what does "cure" mean when the playbook changes every six months? #Oncology #CancerResearch #MultipleMyeloma #KidneyCancer #Pharma #Biotech Disclaimer:AI-generated from publicly available news. Not medical or investment advice. Maycontain errors — verify against primary sources. 00:00 Oncology's sequencing paradox 01:11 Kidney cancer: FDA approves Merck & Eisai's Welireg + Lenvima 01:35 The biology: VHL, HIF-2α and a two-front siege 02:57 LITESPARK-011: dethroning Exelixis' Cabometyx 03:52 The toxicity debate: 71.6% severe side effects 05:33 Overall survival: why missing significance isn't the end 06:36 What's at stake for Eisai, Merck & Bayer 07:02 Multiple myeloma: AbbVie's etentamig at IMS 2026 08:07 Second-gen bispecifics: the "gentle bouncer" 09:26 Record 0.40 hazard ratio & zero severe neurotoxicity 10:25 J&J strikes back: moving Tecvayli into earlier lines 12:34 BMS's iberdomide: hijacking the cell's garbage disposal 14:26 Life after Revlimid: what's riding on it for BMS 15:04 Experts divided: CAR-T vs bispecifics vs CELMoDs 16:04 Hospital logistics now decide treatment 17:43 Rapid fire: Nubeqa, Merck's TROP2 ADC, BeOne, PD-1/VEGF 18:40 From pharmacology to choreography: redefining "cure"

  • September 21 · 19 min

    Same Molecule, Different Road: How a Logistics Company Took On Novartis in the Radioligand Race | Plus Lilly's Breast Cancer Moat & Europe's Regulatory Wave

    Three stories dominated oncology this week — and each one redefines what it takes to win. First, Eli Lilly's FDA approval of imlunestrant locks down ESR1-mutated breast cancer with a clinical moat that AstraZeneca's failed SERENA-4 trial couldn't crack, while Roche pivots to a tolerability play in early-stage disease. Then, Curium's Bexlutry shatters Novartis's radioligand monopoly using the exact same molecule, proving that in the age of decaying isotopes, logistics can trump R&D. Finally, five CHMP recommendations out of Europe reshape the competitive map — from Enhertu's leap into curative-intent adjuvant therapy to a Keytruda–Padcev combination that slams the door on bladder cancer competitors. Plus a lightning round covering Amgen access wins, GSK's $750M myeloma deal, and a wave of stealth trial registrations signaling a defensive land grab across lung and breast cancer. Disclaimer: AI-generated from publicly available news. Not medical or investment advice. May contain errors — verify against primary sources. (00:00) Introduction & What's Ahead This Week (00:52) Lilly's Imlunestrant: FDA Approval & the ESR1 Mutation (01:38) How Tumors Outsmart Hormone Therapy (02:30) SERDs: A New Mechanism of Action (02:53) EMBER-3 Trial Results — Doubling Progression-Free Survival (03:38) AstraZeneca's SERENA-4 Failure & Lilly's Clinical Moat (04:46) Roche's Strategic Pivot to Early-Stage Breast Cancer (05:59) Curium's Bexlutry vs. Novartis's Lutathera (06:30) How Radioligand Therapies Work (07:17) The 505(b)(2) Pathway — Regulatory Shortcut or Disruption? (08:32) The Supply Chain Battle — Decaying Isotopes & Logistics (10:21) What Bexlutry Means for Radiopharmaceutical Investment (11:03) Europe's Regulatory Wave — Five CHMP Recommendations (11:49) Enhertu's Leap from Palliative to Curative Intent (13:52) PARP Inhibitor Commoditization vs. Market Lock-Out (15:29) Keytruda + Padcev Corner the Bladder Cancer Market (16:13) Lightning Round — Five Headlines in Five Minutes (17:43) Closing: The Evolving Definition of a Commercial Moat

  • September 15 · 22 min

    Ivonescimab Beats Keytruda: Oncology's Biggest Data Weekend

    What happens when a cancer drug works exactly as designed — stops the tumor for months — but the patient dies sooner? That paradox runs through the biggest oncology dataweekend of the year. We distill the data drop from the World Conference on Lung Cancer (WCLC) in Seoul: Ivonescimab beating Keytruda head-to-head in first-line non-small cell lung cancer, theDESTINY-Lung04 survival paradox, two same-day breakthroughs that revived smallcell lung cancer after decades of stagnation, and what the wave of genericsmeans for the oncology "blockbuster." We cut through the jargon on bispecific antibodies, antibody-drug conjugates, and BiTEs — and why sequencing may now matter as much as the drug itself. Disclaimer:AI-generated from publicly available news. Not medical or investment advice.May contain errors — verify against primary sources. 00:00 The Survival Paradox 00:32 Welcome to the Deep Dive 01:19 HARMONI-2: Ivonescimab vs Keytruda 02:25 How Bispecific Antibodies Work 03:13 The Survival Numbers 04:18 The Single-Region Trial Caveat 05:18 Merck's Response 06:04 DESTINY-Lung04: The Paradox 06:40 How Antibody-Drug Conjugates Work 08:10 Why the Survival Paradox Happens 09:29 A Curveball: Sevabretinib 11:10 RESILIENT-3: Cullinan vs J&J 14:37 Small Cell: The Graveyard Awakens 16:12 Amgen's BiTE: Molecular Handcuffs 17:09 Sequencing, Not Competing 18:08 Diagnostics & Disease Interception 19:38 Where the Venture Capital Flows 20:22 The Generics Reality Check 21:07 The End of the Blockbuster Era?

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