He describes the science behind ITK, and goes over ASH data in r/r T-cell lymphoma, where the company is already enrolling a pivotal study. Plus, why the profile of ITK in oncology gives him confidence in its utility for autoimmune disease, and highlighting atopic dermatitis data that will be coming in January.

He describes two studies Nurix presented for bexobrutideg at ASH, and also discusses the pivotal DAYBreak study that has already been initiated. Plus, his take on today's STAT6 competitor data and how he feels about IRAK4.

He describes how this asset binds to the extracellular domain and therefore can work for both wild type patients and those with mutations. Plus, recent regulatory news on zipalertinib and when to expect to see autoimmune data.

He discusses the profile of the therapy both as monotherapy and in combination, and compares and contrasts it to competitor data. Plus, the success factors behind Avidity Biosciences, which he co-founded and was recently acquired by Novartis for $12 billion.

He describes the data, and walks us through two different dosing strategies. Plus, the business case for this simple biologic, and thinking about other antigens and cancer types.

Co-Founder and CEO Sarah Hein discusses the CD5 target and this type of cancer, and highlights what is next. March, a startup from the Houston area, has raised over $50 million up to this point.

She makes the case for why two antigens should naturally be better than one. Lyell is moving into a pivotal study, and will even be doing a head-to-head study against existing commercial CD19 CAR-T products. Plus, why the company acquired a new CAR-T program for colorectal cancer.

He describes how Rigel became focused on both on both IRAK 1 and 4, a novel mechanism in the area of hematology, and what is next for the company after the ASH presentation.

Shares an update on the company's ASH data, and also on plans to move into earlier lines of treatment. A registrational study is already set to begin in early 2026.

He says that this interim update, which is studying 50mg every 4 weeks for up to 6 treatments, is showing response rates in line with an earlier dose escalation study that was presented at ASH last year. Plus, a quick regulatory update on bitopertin.