mar

@biotecharutaka Haven't done my DD on this one, but even if there's some caveats here, if this is true in any way then why is the stock trading like shit?

$RANI Differentiated oral incretin if RT-114 matches injectable PG-102? (4.8% WL in 4 wks + clean GI)

Prediction so I can quote-tweet this in a year or two and brag: $JANX's ARM program will become one of the dominant players in the autoimmune race. In my opinion, their pre-clinical data is best-in-class, and if replicated at all will lead the market.

To be clear, I don't think they expect $PEPG to beat this data, but they want the trend to be similar with 0 DLTs (obviously!) and ideally with no SAEs at all. Long @ 5.02

$PEPG Wallstreet wants a clear sign that splicing correction is the dominant, most predictive marker of efficacy. If the splicing correction hits the mid-10s as guided by management, Avidity's functional improvements at 17% correction will be THE benchmark. Cheatsheet here:

Just like I thought. Positive dimmed reaction from $CADL after data, a little bit of free money. Now we wait for the big boys $PEPG and $WVE. $xbi

@BioValues Yo! What a catch. Can you give me the exact link? I'd like to check when these were indexed, to see if this is already priced in.

$ARTV HUGE hints just posted today on EULAR online program. Three presentations listed for early June. "Robust and durable clinical responses...in severe RA" and "highly effective in severe Sjogren Disease" (company hinted this is next indication). Exciting couple months ahead!

@RNAiAnalyst What's your PK reasoning for the splicing potentially exceeding company estimates?

$pepg why I'm long into 5mg/kg multi-dose data. Field ( $RNA $DYNE) has demonstrated link between splicing correction and clinical efficacy (e.g. vHOT) 10mg/kg allowed to go forward, so safety at 5mg/kg should be OK Co IMO is understating expectations for splicing improvement single- vs multi-dose (Co expects a 50% increase) It's a one-drug company, so don't bet the farm on it.

16 week biopsy data sure could've provided a snapshot of how long their drug can stay detectable in muscle tissue after very high saturation... shame we didn't fucking get it 🙃

Why has $PEPG never even considered going for longer dosing intervals (2 months, for example) with 15mg/kg? Muscle concentrations remained very stable, it would make renal concerns even more negligible, and the splicing would likely remain flat after a loading period. Dunno!

What's the current biotech twitter take on $QGEN? I'm long until mid Q2 at least. They said they'll announce the new CEO in late Q2, and that a CEO will only be chosen if the M&A questions are already behind them. So, new CEO = no BO

Sold half my $CTMX in the mid-7s. I kinda had to, since I put 1/5th of my portfolio in there. Leaving the rest to ride. Upcoming catalysts i'm watching: Low risk/reward: $CADL High risk/reward: $PEPG $WVE $PALI

Pretty good $CTMX data like I was expecting. Main issue preventing it from being a blockbuster may be argued to be the 13 patients with Grade 3+ hypokalaemia. I'm not educated to know if just supplementing potassium as part of the protocol would solve that, frankly.

$PEPG @PepGenTx Anyone know why some metrics were missing from the "full" FREEDOM-DM1 results presented yesterday? I noticed the corporate deck was updated and uploaded yesterday with some new stats, but it lacks the week 16 biopsy data for example.

@MaxoluIbikunle Did you actually read my posts? I agree with you (aside from the fact that I think 10mg MAD will be better than mid 30s). I just think there may be unreasonable expectations from wallstreet for the 5mg/kg multi-dose, leading to an initial dump.

@BioLobotomy Dude, $PEPG has mean splicing correction % of 29% for the 10mg single dose. It’s very reasonable to expect at least mid 30s% for 10mg MAD even if the 5mg MAD is only 17%. PEPG is sitting pretty for a Buyout… the only thing to confirm that is safety !

Not investment advice.. but if $PEPG plays out as management expects (splicing % in the mid-teens) and there's a massive selloff, I highly recommend looking at the tissue retention in higher doses. No reason at all. Definitely not free money or anything.

@MaxoluIbikunle To be clear, I agree with you. Any stacking effect here would be extremely positive. It's a signal that 12.5mg MAD efficacy would beat competitors, and they could even entertain widening their dosing intervals. That said, I think wallstreet will react badly to mid-teens splicing

@MaxoluIbikunle It's closer to 20%, from what I understand. My point is that investors may have an unreasonable expectation for the dose-dependant splicing correction here; pining numbers *above 20%*. Also, comparing Dyne and PEPG isn't fair in the eyes of wallstreet cuz of dosing intervals.

@Longroaderstar What do you mean by 10x bigger?

$pepg $dyne Two weeks out to 5mg/kg FREEDOM2 data. If safety holds, it will be a huge boost. This is best in class splicing correction. Dyne is 10x bigger.

$pepg "After reviewing safety data from the 5 mg/kg cohort, the Data Safety Monitoring Board (DSMB) recommended escalating to the 10 mg/kg dose...." investors.pepgen.com/news-releases/…

@BioValues Can I ask - are you bullish because you think their drug is a game changer or just bc it's a basket trial with a protocol which makes B-Cell depletion overwhelmingly likely + the fact that phase 1s have very good success rates? Personally, it's the latter

$ARTV RA data any day now in 1H. All the signs point to a positive outcome and the market is absolutely sleeping on this catalyst. Won't be for long IMO

PSA for anyone in $PEPG Company comments from the March 10th conference put their expected splicing correction for 5mg/kg MAD (multidose) in the "mid-teens". 5mg/kg SAD correction was 12.3% How would biotech investors react to an increase of only a few % over multiple months?