Longroader

@peter_mantas $qure Excellent article. Patients deserve better.👍

I flew to Baltimore with a thesis and I left with something harder to quantify. This is by far the most important (and moving) piece I've written — on HD, on $QURE, and on what the FDA has done to people who deserve better. Share if you can. Link below.

@AlertsFda $vstm Its already approved last year!

Will FDA approve? 🟢 Yes / 🔴 No — drop your take 👇 RT tweet 1 if this helped 🙏 #FDA #PDUFA #Biotech #VSTM #OvarianCancer #LGSOC #BiotechTwitter

🚨🧬 THREAD: $VSTM's avutometinib+defactinib faces FDA decision on May 22. Low-grade serous ovarian cancer has had ZERO approved targeted therapies — until now. Here's why this matters 🧵👇

Look at the full quotes from these career FDA scientists. Could it be any more clear that Prasad unilaterally torpedoed $QURE AMT-130? auchincloss.house.gov/media/press-re…

The man who climbed Taipei 101, @AlexHonnold, and Academy Award winner Anne Hathaway highlight the spirit of curiosity that drives scientific discovery. Reflecting on breakthroughs in gene editing, they honored the researchers and physicians behind life-changing therapies, including Kiran Musunuru, Rebecca Ahrens-Nicklas, Peter Marks, and 2025 Breakthrough Prize in Life Sciences laureate David Liu—whose work led to the treatment for baby KJ, also present at the event. Watch the 2026 Breakthrough Prize Ceremony premiere on Sunday, April 26 at 3 PM streaming on this platform.

$repl $iova Rotation from Replimune gains back into IOVA. Round 2.

$eras $vstm Erasca 1 year eye popping return 1424%....$6.7b mkt cap Phase 1 only. Verastem next?

$repl $iova A great pair trade with FDA drama, media hit pieces and Congressional hearings. Algo traders love this kind. RFK already put his skin in, aint going to change for Replimune no matter how hard lobby pushes.

$iova Next gen TIL IOV-5001 - IND should be 2Q 2026 Follow the same script as in-vivo CAR-T. investor.lilly.com/news-releases/…

$arwr Nice. Stay till the end for credits.

$repl Strange, hit pieces keep coming out. Strong 'lobby' I guess. $iova is the only FDA approved treatment though. There is an alternative. wsj.com/opinion/fda-rp…

$repl Nice. Keep the fire going. 👍

$ARWR upgraded to Overweight at Morgan Stanley. PT $100

$xbi #xbi Unseen value stock. Who esle fits the bill?

$qure 3 bumps to potentially bring us to $100 ➡️ 1. New CBER head 2. AMT-130 Type B outcome 3. AMT-260 data

$lly $prqr Oh my bad. $3.25b upfront and $7b in total !!!

@financebully @doepke_michel $vstm $arvn Rvmd too large for them now. These smaller ones are primed to be taken out before data matures further.

@doepke_michel i predict bp will be looking closely at ras-mutant specific options like g12d from $vstm $arvn et al or pan-kras specific like $eras '4001 for cleaner safety profile.

Multi/pan-RAS pipeline. Source: Bloomberg Intelligence. $ANL $AZN $AMGN $ONC $BBIO $LLY $ELTX $ERAS $PFE $RVMD

$VSTM GUGG expect momentum to continue building in the launch, given mgmt. commentary on broad usage across all settings of recurrent LGSOC (late-line and 2L; KRASmut and off-label KRAS WT) with no reimbursement barriers to date despite the recent NCCN guideline update that maintained a category 2A recommendation for Avmapki/Fakzynja in KRAS mutant LGSOC only. The ongoing Phase 3 confirmatory RAMP 301 study evaluating avutometinib/defactinib in recurrent LGSOC is on track to report topline data in mid-2027. In the near term, investor focus for VSTM remains on the upcoming clinical update from the Phase 1 U.S. study of VS-7375 (KRAS G12D Inhibitor; partnered with GenFleet [2595-HK]) guided for 1H26.

@_Biotech_iQ $vstm $rvmd Great table, the disparity in valuation is staggering. Could the big guys swoop in and take them off market before data matures.

$VSTM $RVMD The data is still immature here, but here's a quick look at Zoldon vs. VS-7375.

$LLY $prqr $2b drop. In-vivo BCMA directed CAR-T and other secret projects. Phase 1. Sounds really secretive like ProQR too. wsj.com/tech/biotech/e…