LoRezTrader
12.7K posts

LoRezTrader
@LoRezTrader
Decades+ B&H investor taking occasional swings. Focus on disruptive, transformational bets w/ potential to 5-10x+. Tech, med/biotech, e-comm, space, AI/web 3.0

$TMDX ‘Igloo’ box companies refused to provide their device to participate in OCS2.0 trials comparison for DBD Heart and Lung. Guess what Waleed did? Today TransMedics will unveil its new controlled, active cooling preservation device, the Controlled Hypothermic Organ Preservation System (CHOPS), aimed at facilitating the enrollment of the control arms of the OCS ENHANCE Heart Part B and OCS DENOVO Lung clinical trials. CHOPS will be regulated by the U.S. Food and Drug Administration (FDA) as a new, stand-alone device for controlled hypothermic preservation. Importantly, TransMedics will submit an Investigation Device Exemption (IDE) amendment to allow CHOPS to serve as the control arm for both Part B of ENHANCE Heart and DENOVO Lung Trials. if approved, this approach would also expand TransMedics' product offerings to include true controlled active cooling preservation devices to serve a broader segment of heart and lung transplant patients globally, based on prospective level 1 evidence. $TMDX enters in cooling preservation devices market as at the end of trials, they will have clinical evidence for OCS2.0 superiority AND alternative offering of Product that dominate DBD market today. So most probably, $TMDX will get PMI post trials for OCS2.0 and CHOPS.

Alex Karnal (@alex_karnal) is the most talented bio and healthcare investor I've ever met. He's spent 20 years in the industry and says 2025 was the single most exciting year he's seen. The start of a once-in-a-lifetime, trillion-dollar revolution in public health. He explains how few people realize we already have the medicines to prevent our deadliest diseases. The problem is that almost no one takes them. There's a population of people born with a mutation that means their bodies don't produce a protein called PCSK9. Their lifetime risk of cardiovascular disease is 88% lower than yours. Pharma turned that genetic advantage into a drug. It's been approved for years, but the number of people taking it is still vanishingly small. Partly because high cholesterol is a silent killer. You feel nothing, right up until you have a heart attack. And partly because the health system makes it punishingly hard to stay on a preventive drug like a PCSK9 inhibitor. In other words, the medicine works, but the system around it doesn't. That's what's starting to change, and in this episode, Alex explains why. We discuss the "health stack" he believes can add a decade to most lives, why oral GLP-1s are breaking every adoption record in pharma, peptides and citizen pharmacology, and what AI is doing to drug discovery. I wish I had an "Alex" for every interesting topic. We've been having versions of this conversation for over five years, and every single one is as clear and as useful as this one. Enjoy! Timestamps: 0:00 Intro 1:00 The State of Modern Medicine 5:00 Designing the Modern Health Stack 12:17 The GLP-1 Inflection Point 19:18 The Biological Mechanisms of GLP-1 30:36 Overcoming Frictions in Healthcare 34:19 Cardiovascular Disease 44:04 Addressing Alzheimer's 47:04 The Future of Cancer 57:33 Drug Discovery 1:05:25 AI and Scientific Super Intelligence 1:14:40 Citizen Pharmacology and the Peptide Movement 1:18:13 Background and Career Journey 1:31:09 Braidwell's Investment Approach 1:33:30 The Kindest Thing

$qure $clpt Sung is still backing amt 130 big time, look at some of the new quotes, at the AAN Annual Meeting The FDA recommends a large, sham, phase 3 trial to prove efficacy, and [drug manufacturer] uniQure is exploring all options to continue forward with AMT-130,” Dr. Sung said. “We don’t know official timelines yet, but we hope for updates soon.” “The results are in some ways better than what we hoped to see at this point,” said principal study author Victor Sung, MD, director of the University of Alabama at Birmingham’s Huntington's Disease Clinic. “We had previously reported no new safety events at the two-year follow-up mark, and it was not surprising that there were also no new safety events with this three-year follow-up. A pleasant surprise was the continued separation in all clinical measures of the high-dose treated group from the comparator group.” “Enroll-HD is a massive observational trial in HD with over 10 years of longitudinal data from over 60,000 persons with HD,” Dr. Sung said. “Only in a dataset that large could we find an appropriately tightly matched group to the AMT-130-treated subjects that does not feel cherry-picked to make AMT-130 look better.” The NfL data is compelling for the disease-modifying potential of AMT-130,” Dr. Sung said. “Certainly, it was included initially as a measure of safety, but the holding of NfL at or below baseline at the three-year mark is impressive in the context that NfL levels for all neurodegenerative diseases typically only increase with time.” neurologytoday.aan.com/doi/10.1212/ne… @DesertDweller93 @peter_mantas

Dr. Makary: "Today, the FDA is also announcing the first ibogaine investigational new drug clearance. This will pave the way for the first ever human trials in the United States."



More info below about the 1st at-home strep throat molecular diagnostic test. Connects virtually to physician via telemedicine & can get antibiotics/meds delivered to home. They have a grant & vetting from NIH & NSF. The team is raising $100K with crowdfunding campaign below:

Hit me with a harsh medical fact.





1. Most penicillin allergies aren’t real. 2. Ancef doesn’t cross react when they are. 3. Even when the reaction is anaphylaxis.



$TMDX when I posted this, it was 313 flights and now it is 344!! Exactly 12 hours after!! 31 flights in 12 hours. I believe both Lung and DBD heart focused trials in full force now and guess what, both are green field areas to grow. It has been painful last few weeks but I have held through despite chart breakdowns as I couldn’t find anything that is even remotely threatening my thesis. Next stop March transplant data so lookout for @POLR_Investing or @JayBahel monthly post and then will try earning prediction.








