Biotech Beast

@PersimmonTI Well any differentiation would be soured now anyway with the IP questions if RVMD is suing.

My working hypothesis is that any $eras “differentiation” vis a vis $rvmd is an artifact of patient/histology selection.

@GypsyNoLonger It does look compelling, if its better than IBI363/TAK928 it'll be a game-changer. It'd be nice to get rid of the grade 5's seen with IBI363.

$MDNAF / $MDNA.to / $XBI Close-out thoughts on MDNA113 from AACR here: open.substack.com/pub/davidbakke…

@richtrades100 $HRTX nice rally today, could see further squeeze from here.

Are you trying to tell me $skin is only worth 108mil mcap. An established, fcf generating business that women rave about. I don’t believe this is valued correctly. AND they’re buying back shares and paying down convert. Just like $hrtx was mispriced at 80c with script improvement

$TARS cheaper with the recent pullback, but I don't feel the story has changed overall this month, so I remain long and will consider adding more.

Beyond Xdemvy for Demodex blepharitis, trials of lotilaner for ocular rosacea and tick-killing/Lyme disease prevention are underway, with $TARS expecting results from both in H1'27. seekingalpha.com/article/489040…

I'm still long $TARS and find the appointment of former Allergan Inc CEO and Chairman, David Pyott, to the Board of Directors to be a positive. A further positive is 2026 guidance for Xdemvy net sales of $670M-$700M.

@jryckman3 @DrSamuelBHume @TimothyJBrownMD It probably means DCR6, so just not having progressive disease at the first scan at 6 weeks. Obviously there are various criticisms of the metric.

@DrSamuelBHume @TimothyJBrownMD How is DCR determined?

RevMed just released new data for their pan-RAS inhibitor, Daraxonrasib Here's how it compares to today's standard-of-care

The RECLAIM data is expected in Q3'26, although my calculations show it should complete prior to that, so I doubt a late Q3'26 read. Still $ALT has been fundraising for its phase 3 MASH study, which could limit any run up into Q3'26 results from RECLAIM. seekingalpha.com/article/488952…

In 2025, $ALT had a big run up into data from the phase 2b IMPACT trial of pemvidutide in MASH. Now the company expects to report topline data from the RECLAIM study of pemvidutide in alcohol use disorder.

$TGTX is guiding for total global revenue of $875M-$900M for 2026, but I think $1B+ is possible, as the increased marketing push plus DTC advertising is a recent change in the launch, and is probably only just kicking in. seekingalpha.com/article/488761…

Another name that could get bought out is $TGTX. It's possible a potential acquirer would wait for pivotal data from subcutaneous Briumvi, expected EOY-2026/Q1'27. There is also upcoming data from ENHANCE, a trial of a simplified IV dosing regime, expected mid-2026.

With Vinay Prasad gone from the FDA, $REPL's chances of approval of RP1 might have increased. Still, $IOVA's improved commercial execution in melanoma also bodes well for any subsequent launches. seekingalpha.com/article/488732…

$IOVA's Amtagvi launch is making progress in melanoma, and clinical/regulatory success in lung cancer could open up a market several fold larger than the current melanoma indication. Although $REPL's RP1 could be approved April 10, so a near-term risk.

@anthonystaj Sounds good, what could possibly go wrong.

my research into the BPC157 peptide is going well. I believe it is a double edged sword and the literature is summarized thusly

@Randall7575 I didn't listen to it yet, but obviously the market didn't like it. I'm fine holding it here, I'm confident emrosi will perform.

@Biotech_Beast What did you think of the conference call?

I picked up some $DERM at sub $7 yesterday, also recently increased my position in $RIGL. Plenty of commercial stage names on sale.

@NightOwlBiotech Yes I think it is just too cheap here. Holding $SLNO.

$SLNO 7 year analyst consensus revenue ests v mgmt/BOD prepared 7 year revenue forecasts of 10 peer comm'l-stage bios acquired within 15 months of approval. It's exactly 1 year for SLNO Analysts forecast SLNO will outsell $RETA ? $VRNA $DAWN EV last summer = $100MM $XBI $IBB

I had a look at $VKTX's maintenance study and think there could be a run-up into those results. $LLY's retatrutide will continue to produce data however, which if it impresses could weigh on the stock. seekingalpha.com/article/488498…

$VKTX has a readout from the maintenance study in Q3'26. The study will include some patients who simply stay on SC VK2735 for 31 weeks, so can provide insights on if there is a weight loss plateau at that time. Switching to weekly or daily oral VK2735 is also examined.

@financebully Yeah, revenue might not meet their guidance. The stock could run up anyway because of the IMpactMF interim readout.

@Biotech_Beast they say that every year. maybe this will indeed be the turnaround year. 🙃

$GERN's Q4'25 earnings came with $48M of net product revenues from Rytelo. Compare that to Q4'24's $47.5M. Pretty poor. But the new CEO's comments could suggest Q1'26 is trending up. And the company is guiding for 25% revenue growth in 2026 (vs 2025).