Post by John Flavin

Always great to be back on CNBC Fast Money with Melissa Lee and Timothy Seymour previewing American Society of Clinical Oncology (ASCO) in Chicago. Science is moving fast for patients especially in new kinds of drugs such as ADCs, T-Cell engagers and vaccines against previously undruggable cancer targets. I called out the exciting breakthrough by Revolution Medicines in pancreatic cancer doubling median survival time and favorable safety profile. A molecular glue technology against KRAS that traces back to Greg Verdine's work at Harvard University. Biopharma M&A still on a tear up to $75B through May '26 driven by patent cliff and Inflation Reduction Act. https://lnkd.in/eTFHRivj