Kaloni

@ladanuzhna Do you mean where human genetics is not looked at or irrelevant?

Cost of capital for mechanism validation seems to be prohibitively high for anyone but pharma (probably rightfully so). Is there a single example of successful biotech built on the model of target discovery that doesn't primarily rely on genetic data*? Seems like a suicide mission, and I am curious if anyone has ever succeeded in this at scale *obviously early Genentech, Amgen, Biogen had to, on a few of their programs. But that was pre-genetics

@Macro_First @statnews @LizzyLaw_ @RobertKennedyJr @POTUS @friedberg He 100% was defending VP and supportive of Makary. He’s #2 at HHS and involved day to day in the top decisions including direct to White House. Makary isn’t going away at all for sure and I’d hypothesize a similar VP style CBER head to be named

@statnews @LizzyLaw_ $QURE Worrying to hear this. He is effectively saying Makary still has support and Vinay was not fired. They don't want to face that they made terrible appointments that are sabotaging their own reform agenda in front of their eyes illegally. @RobertKennedyJr @POTUS @friedberg

STAT FDA reporter @LizzyLaw_ asks HHS chief counselor Chris Klomp about the turnover at the FDA. Klomp: “When I see turnover in any organization — could be the FDA, it could be another — it's worrisome…” #STATBreakthrough

@JoshuaPCohen1 @SarahKarlin Lol the one gaslighting veering off track from my original reply to the OP is you. It’s a fact that several, not all, drugs listed on TrumpRX are cheap and competitive with international list prices. It’s also a fact that the comparison OP used to Germany is highly misleading.

@BiotechK33 @SarahKarlin I've lived and worked in The Netherlands for 15 years; U.S. for 25. I'm a health economist. Healthcare costs to typical patients/consumers in terms of premiums and out-of-pocket costs are MUCH higher in the U.S. Stop gaslighting.

The drugs listed on TrumpRx can cost American patients up to hundreds or thousands of dollars, while a patient walking into a German pharmacy pays next to nothing. nytimes.com/2026/03/18/wor…

@LogicalValueMx Nothing new

$qure who can share the details?

@Macro_First @mike98572986 You can only communicate so much. A redacted meeting minutes dossier with just the key parts unredacted would imo ease many many concerns and gain even more publicity.

@BiotechK33 @mike98572986 They dont need to show minutes but they should increase cadence of communication with investors to calm fear.

$QURE still no news from UniQure on releasing FDA meeting minutes to provide clarity to patients and shareholders on written agreements with the agency regarding pivotal study design. Only adds more and more cloudiness to a future of their HD program regardless of VP

@JoshuaPCohen1 @SarahKarlin Lol my family in Germany nowadays pays more on GKV healthcare as part of their salary than I do here in the U.S. , it is 100% misleading and sure may have been different 15 years ago when I was there. I’ve dealt with both systems

@BiotechK33 @SarahKarlin Healthcare isn't free anywhere. But in most other countries, there's (almost) no cost at the pharmacy counter. The piece is about these out-of-pocket costs, comparing them to TrumpRx. Americans pay a lot in insurance premiums and still spend big amounts in deductibles/copayments.

@mike98572986 I mean it would dispel and rebut every publicly what FDA has stated, if there is in fact written agreement in Type A meeting minutes. FDA says that does not exist. I’m sure they are going via FDA ombudsman office behind the scenes but even that process they have not disclosed.

To be completely honest, I definitely believe they have it, but how is that going to help the situation by releasing that publicly. Personally, I don’t think that is going to really change things or help this situation. It would be pretty unlikely that they do not have this in writing. Especially if you listen to a lot of biotech conference calls recently, they pretty much all say they have these type of agreements in writing. Say they release it tomorrow, how is that truly going to move this along? Is the FDA suddenly going to change their mind because of that? I don’t believe anything would technically change by doing that action.

@Biotech2k1 Does $HIMS count

I won't tell you what they are, but there are 3 biotech stock tickers I check each day to know what the meme money is doing in our sector. That tells me if the bubble is really popping. Today 1 of 3 is up and the other 2 are barely down. We are still OK. The meme money is still strong in biotech.

@bradloncar @BiotechTV A great video, I agree!

I love this video. It takes today’s news, and augments it with inside commentary straight from the newsmaker. All in a short form format that works on all platforms. This is the direction I want @BiotechTV to look more like in the future.

@gegenlaermer @RecursionPharma @LeerinkPartners Revenue isn’t an instant guarantee from a company founded in 2013. Stock will continue to drop until therapeutic revenue from a launch is foreseeable within the next 3-5 years. Maybe 4881 will get there after registration trial meeting but that’s about it.

@RecursionPharma @LeerinkPartners Warum sinkt der Kurs, wenn denn so tolle Erfolge durch KI gemacht werden können? Kommen durch KI nicht mehr Umsätze?

At the @LeerinkPartners 2026 Global Healthcare Conference last week, CEO and President Najat Khan, and CFO Ben Taylor shared our key focus areas – from pipeline and partnerships to the critical importance of people. They emphasized how we are moving past hype into the era of value realization. A few key takeaways: 🧬 "Simulate More, Make Less": By leveraging our AI platform, we are drastically shifting timelines and costs associated with traditional drug discovery. 🤝 Partnership Value: “The most important thing is not partnership announcements but partnership value realization,” Najat said. We are incredibly proud of our progress with partners like @sanofi and @Roche, and as Najat noted “we just crossed over half a billion in upfront and milestones." 📊 Disciplined Capital Allocation & Portfolio Management: We treat our pipeline with an investor mindset, establishing rapid, data-driven go/no-go decisions for every program. 🧠 The "Bilingual" Talent Moat: Our success is built on a culture that equally values and integrates technology and biology, breaking down legacy pharma silos. "Innovation comes from the intersection of the two,” Najat said. “We hire folks that have the openness, like a drug hunter that has the openness to understand AI... And then AI scientists that actually want to learn about drug discovery." 👉 Watch the full webcast here: event.summitcast.com/view/mT9poctHD…

@PersimmonTI I mean there are 5-10 others no where near either MC with similar assets though

$GPCR with the same market cap as $VKTX make it make sense…

@BoWang87 What about phenotype based predictions

Today we’re announcing X-Cell — Xaira’s first step toward a virtual cell. 🧬 A foundation model that predicts how gene expression changes under causal perturbations — across cell types, conditions, and even unseen biology. This is not trained on observational atlases. It is trained on interventions. 🧵👇

@SarahKarlin @daphnezohar @BiotechCH Well the reality is what was happening at federal agencies while doom and gloom wasn’t necessarily translated to the success many many biotechs were having. So definitely more pieces highlighting scientific success from bios could have been made.

@daphnezohar @BiotechCH spent most of 2025 being told by one of our top bosses we were too negative. as if it were our choice and not the reality of what was happening at federal health agencies.

Will ask colleagues to respond because I haven’t been tracking all the tickers. Pls reply with examples of biotech trade press being called too negative

@RNAiAnalyst I think the only reference was because Uniqure has not put out the actual meeting minutes from FDA yet. Other companies in similar battles have like Ultragenyx, yet for maybe legal or other reasons Uniqure has not disclosed the dossier completely to the press or even HD patients

Listened to our favorite Friday biotech podcast and was once again taken back by some people's deference to Prasad's genius. Saying he was a great regulator, just failed on leadership. Also basically called out $qure for 'playing games'. No pushback from the others. Rare disease drug development is dead. Nobody ever cared. The impact Prasad will have on future investments will be long lasting.

@AndrewNixonHHS @DrMakaryFDA FDA needs stability Andrew. Pick a veteran CBER head. What happened with Nicole Verdun?

The number of FDA approvals and rejections under this administration are consistent with historical data over the last decade. The new plausible mechanism framework will accelerate approvals for individualized gene therapies. Under @DrMakaryFDA, this FDA is doing more than any other time in history to help speed up the development of ultra rare disease cures for the American people. Our obligation is to patients and public health. We remain committed to an approach that brings safe, effective treatments to patients who urgently need them. The FDA stands by the scientists evaluating these applications and each rationale is explained in detail through CRL’s, which for the first time, are made transparently available to the public.

@WassimLaroussi3 Look at OCGN

My Biotech portfolio starting March 1st. $ABVX $CTMX $IDYA $SLNO $WVE

$MDGL at ~$10B MC is a way safer and ideal M&A target versus some of the other same names I’ve been seeing. Solid and proven entrenched commercial traction, growing pipeline, and quality team.

@hubermanlab Or, FDA realized those black and gray compounders are 99% sourced from China with who knows what level of impurities or other substances

Consider this arc: peptides were around in niche communities, GLPs from Pharma then exploded, people realized they could take less or source them elsewhere, regulation enters & now gray & black market are going bye-bye & companies like HIMs & clean compounders are set to soar.