Alp Bugra Basat, MD

@WSJ is not giving up the fight for Replimune's cancer drug. Second CRL draws another rebuke and a direct attack on @MartyMakary (Prasad gets another swipe as well, but he's about out the door now.) I often disagree with the Journal's op-ed section, but they have some good points here. Replimune, meanwhile, is cutting back and trying to survive long enough to win a reprieve. Right now, not looking good. wsj.com/opinion/replim…

Exclusive: FDA is closing in on a new leader for biologics and vaccines. endpoints.news/fda-narrows-in…

@MetalBiotech Always bought bottom sold top. I hear you moron

@AlpBugraBasat You should probably check the dates. I was in IBIO under .75 & sold at $3 😂 Now learn how to read a balance sheet!

$REPL I’m now long. The pendulum has swung too far. RP1 monotherapy showed 35% ORR, with a majority being CRs, so this isn’t a Nektar-style combination hype. CDER will also soon have new leadership with deep, hands on experience in cell and advanced therapies. Lastly, $REPL has $300M in cash versus a $140M market cap.

Also for retail crowd it seems Cash = Net Equity Probably many were down -90%, deservedly.

"CBER" I can't edit this tweet.

@MetalBiotech IBIO 🤣🤣🤣🤣

@AlpBugraBasat Do you know how to read a balance sheet? They don’t have anywhere near that. Look at debt/ accrued expenses/ lease liabilities etc.

@john_hersc79276 It is CBER, typo. Check the news. Can't edit my post.

@AlpBugraBasat uuuuuhhhh bruh I hate to tell you but this is under CBER. That said, think it could be a decent speculative play for a GILD/J&J buyout eventually.

@BlaseBio Typo meant "CBER".

@AlpBugraBasat $REPL falls under CBER

$REPL When you trade on NASDAQ with a pink sheet spirit:

The TIGIT catastrophe‼️ 30 agents 220 trials ~50,000 patients >$3B+ invested 0 approvals. This is herding in drug development. In BMJ Oncol we examine why it happens, the hidden costs, and what needs to change. It’s already happening again in ADCs... 🔗:bmjoncology.bmj.com/content/5/1/e0…

@MattyKirsh Covid play or I am missing something?

@AlpBugraBasat Not buying since idt this is ending anytime soon but $ivvd down 50% from highs and 10% today is interesting with readout and launch later this year

$XBI $BBC So, what are the oversold legit names? What are you buying?

TURKISH FOREIGN MINISTER SAYS NEGOTIATIONS BETWEEN US AND TEHRAN HAVE STARTED

$ALDX toasted again.

I’m increasingly concerned about the proliferation of skincare products claiming “exosomes” and meaningful efficacy. A few basic diligence questions matter: • What exactly are the exosomes? Source, purification, and proper characterization • Are they actually stable in the formulation over time? • Is there real human clinical data showing benefit? The science may be promising, but many products (not all) make claims that seem far ahead of the evidence.

@brentlsaunders Read this: retractionwatch.com/2015/06/10/exo…

@Respekchemistry Where? I don't care about mice tbh. ebi.ac.uk/gwas/genes/AHR

$EQ $ABVX Don't overlook. So far so good!