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Just Another Korean
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Just Another Korean
@AnotherKoreanX
NFA | Ultimate Shitposter | Flight Tracking
Seoul, Republic of Korea 가입일 Ekim 2024
398 팔로잉1.4K 팔로워

온라인에서도 확실하게 드러나지만
오프라인에서도 마찬가지다.
몇 번 안 만나보고 좋다고 매번
같이 술 마시고 가는 곳마다 따라다니다가
몇 달 지나면 뒤에서 욕하고 다닌다.
어디든 똑같다.
급속도로 다가오는 사람을 경계하라.
잰@imnotjaenney
ㅇㅇ내 글보고 좋다고 재밌다더니 갑자기 내 스타일이 싫다고 뮤트 차단하고 저격글까지 쓰는 거 보면 나한테 도대체 어떤 환상을 가지고 있는 걸까 ㅋㅋ남들 눈치보면서 글써야하나? 누군가의 비위를 맞추려고 쓰는 게 아닐텐데
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@Agent0088156721 Yes, probably at the Truist conference.
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Boston Red Sox it is.
$ABVX
Just Another Korean@AnotherKoreanX
All 3 $LLY jets on the move. $ABVX? (Entertainment purposes only)
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@A_May_MD @ALLKAResearch You might learn a thing or two.
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🚨$ABVX just quietly dropped new slides again!
Aside from showing a much better/clearer discussion of data/expectations and a clear goal to handhold the market with the upcoming part 2 dataset, these slides give us another key insight: $ABVX is finding the same expected background nNMSC/NMSC rates as @deathtouch2k and I have discussed.
nNMSC/100PY expected range: 0.3-0.7
↪️Obe's rate so far: ~0.59
NMSC/100PY expected range: 0.7-1.4
↪️Obe's rate so far: ~0.79
And those are just for the 50mg doses...the Obe rates get further diluted massively if you were to include the 25mg dose levels, suggesting that the overall population is likely on the low end of expected cancer incidence. (Note the the calculations can change slightly once we get exact numbers of PY of exposure).
So, even just looking at the 50mg dosing patient years, and not including the Part 2 data that might further reinforce safety, $ABVX is getting the word out that their EXISTING cancer event rates are ALREADY well within EXPECTATIONS...the market is clearly waiting for the Part 2 data before coming to this conclusion...but I personally don't see why we need to wait. These data are very clear.
I continue to see no evidence of a "cancer signal" here, and I find the double digit stock price to be an absolute STEAL. $ABVX would very likely (IMO) have at least temporarily cracked $200/share on their absolutely unprecedented maintenance update without this (bogus?) "cancer scare".
Those of us in the weeds have been able to see that the "cancer scare" was noise from the beginning...the company of course will be slower in reaching the market to get that word out and make people understand it, but IMO that's where we are heading. I would predict that stock price will follow!


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another update came on Friday of last week; Tzield got approved for kids with Stage 3 T1D. this is good news because even though this drug has literally no benefit for insulin or HbA1c it was approved on the c-pep stat sig hit. I think we can put this in the "FDA trying to grow the market" camp of results. but this does effectively show us that the bar for FDA approval is quite low.
when SABS shows up with a triple crown stat-sig on c-pep, insulin use, and HbA1c, how long is the BLA review going to be?

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@A_May_MD In before someone says, "15% of the patients had only one kidney at the start of the trial."
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So uhh, that new $NTLA publication that just dropped discloses that 15% of Lonvo-Z patients had liver enzyme elevations...Mostly within the first 6 weeks...the same pattern that we were seeing with the smaller sample size in ATTR before the Hy's Law case...
AFAIK they did NOT disclose these liver AEs before🤔
GIF
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