BaffledBiologist

How it must feel seeing China slowly take over the U.S biotech ecosystem

Great Q for $FENC. Glad people are finally looking at the story... wait until they realize how low their penentration in the market is and how little growth they need to turn this thing into an amazing launch. Clean revenue ramp and LOE here.

@AaronRosenblum5 @john_hersc79276 I'm not yet convinced the FDA has reversed course on this, and I'm surely not convinced it has to do with Marty given it was a Type A meeting that was pre-planned.

@john_hersc79276 @BlaseBio Already doing so on $atra though.

I am convinced RP1 works and think it should have been approved, but I don't know how the FDA could possibly backtrack following that second CRL. It would set a precedent that's almost unimagineable to me. Am I missing something here on $REPL?

Never be afraid to reach out to anyone here (or in life)- people are often friendlier than you'd expect.

Every industry becomes commoditized. Biotech is no exception; China taking over drug development is a key signal that the time has come. I'd really keep this in mind as you reflect on where the industry will be in the next 10 years. It's no longer a maybe, it's a certainty.

Happy to throw out some things I've been thiking about. Maybe this can help some people here, especially those I've learned a lot from. This not investment advice. These are just fleeting thoughts.

Gardening, so taking a little break from it all. Feel free to message if you'd like to chat. Still don't understand why any stranger follows me here, but it means a lot.

@CloisterRes WOW what a graph! Lots of datapoints must have gone into this one.

Because apparently you guys can't read graphs. This is the delta between Foundayo and Oral Wegovy. For a drug that is supposed to be doing >$30b peak year sales