Breaking Biotech

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Breaking Biotech

Breaking Biotech

@MatthewLepoire

Biotech investor/trader - Host of Breaking Biotech (Biweekly podcast) https://t.co/P6wtEkWe07 [email protected]

San Diego, CA Katılım Eylül 2017
426 Takip Edilen2.2K Takipçiler
Debunk the Funk
Debunk the Funk@Debunk_the_Funk·
@ianmiles @BillAckman Incorrect. Vaccines make up a tiny fraction of pharma’s total profits on a given year and pharma would stand to make a lot more money by selling the medications needed once vaccine-preventable diseases land people in the hospital.
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Bill Ackman
Bill Ackman@BillAckman·
When my last child was born, on the first day of her life we were told that she needed a HepB vaccine. It was not presented as a choice and I foolishly did nothing to stop the nurse. My older three daughters did not receive the vaccine at birth. Those that question the growing, now 72-shot regimen for children are considered by some to be wackos and anti-vaxxers. I think the skepticism is appropriate and prudent as we are obligated as parents to make sure that we are not causing harm to our children who are not capable of providing informed consent. Our society needs to complete a careful review of vaccine protocols including the risks associated with the cumulative effect of all of the vaccines we are giving children. We have been working for more than a year to find a credible and independent group to do such an investigation but so far have not been able to do so. If you can help us do this important work, please contact us at info@persq.org.
Aaron Siri@AaronSiriSG

Does the Hepatitis B (HepB) vaccine used in the United States stop infection and transmission of Hepatitis B in a school setting? Answer: HepB is mandated to attend school in most states and the justification for these rights-crushing mandates is to prevent transmission of Hepatitis B in the school setting. So, on behalf of @ICANdecide, we sent a Freedom of Information Act request to CDC asking for “documentation sufficient to reflect any case(s) of transmission of Hepatitis B in an elementary, middle, or high school setting.” In response, the CDC explained that: “A search of our [CDC] records failed to reveal any documents” of “transmission of Hepatitis B in an elementary, middle or high school setting.”* This is because Hepatitis B is a bloodborne illness, typically transmitted by sex workers or drug users sharing needles — not activities that occur in a classroom setting. And of course, at the risk of stating the obvious, just because someone hasn’t gotten a HepB vaccine doesn’t mean they have Hepatitis B. It is also noteworthy that, as the CDC explains, “almost all children 6 years and older and adults infected with the hepatitis B virus recover completely and do not develop chronic infection.”** And (you may need to sit down for this one), the clinical trials for HepB vaccines, injected at birth and again at 1 and 6 months, plainly did not show they were safe because: --Recombivax HB (Merck) was licensed for babies based on trials with no placebo control & 5 days of safety monitoring after injection; and --Engerix B (GSK) was licensed for babies based on trials with no placebo control & 4 days of safety monitoring after injection. Sources: *icandecide.org/wp-content/upl… **cdc.gov/hepatitis-b/ ***fda.gov/media/74274/do… (Recombivax HB package insert, see Section 6.1) ****fda.gov/media/119403/d… (Engerix B package insert, see Section 6.1)

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Breaking Biotech
Breaking Biotech@MatthewLepoire·
$ACHV (-42%) being severely punished by FDA's request for long-term safety data. P3 trails followed for 24 weeks, so can assume they need more, and might require a costly trial to get it done. E-Cig trial only 12 weeks but maybe can extend?
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Breaking Biotech
Breaking Biotech@MatthewLepoire·
@Kevvy_Kaye If it has any value, it's in indications that don't already have a lot of competition...but my guess is that the target is just not as compelling as it seemed to be initially. Maybe a CAR T version will be better, but there are more challenges with that compared to an antibody
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Breaking Biotech
Breaking Biotech@MatthewLepoire·
Selling $KOD on positive Beacon news
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Breaking Biotech retweetledi
zerohedge
zerohedge@zerohedge·
*EISAI, BIOGEN GET ACCELERATED APPROVAL FOR ALZHEIMER’S DRUG
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Mitchell Reed
Mitchell Reed@MitchellReed09·
@MatthewLepoire My take on trial cancel is why throw good money down a hole is trial not viable. Here’s to hoping they announce a ex-US marketing partnership concurrent or before BLA’s!
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Breaking Biotech
Breaking Biotech@MatthewLepoire·
094 - Checkpoint Therapeutics Targets MASSIVE Solid Tumor Market | Interview with CEO James Oliviero $CKPT $TGTX $FBIO youtu.be/q8_ZiAEcPYA
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Breaking Biotech
Breaking Biotech@MatthewLepoire·
@MitchellReed09 Good news! Not sure what to think of the NSCLC trial cancelation but a focus here first is positive.
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Rohan’s Dad
Rohan’s Dad@funnystemcells·
@MatthewLepoire You don’t think it goes up to touch EMA 100 or 200. Never know when algos start buying ..
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Breaking Biotech
Breaking Biotech@MatthewLepoire·
113 - Vaxxinity Takes on Neurodegenerative Diseases with Vaccines - Potential Short Opportunity? $VAXX $BIIB $ACHV youtu.be/VlF6HvZjsV4
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coreinv
coreinv@coreinv1·
@MatthewLepoire $CNCE by the way is one of the few holding at about mcap==cash. Ph 3 data in May. No one appear to be joining in the cold water of $BLRX, $LPTX or similar though. 💩
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Breaking Biotech
Breaking Biotech@MatthewLepoire·
@coreinv1 I'd rather nobody follow me in case this goes to zero. But if you're willing to risk it, good luck to both of us
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coreinv
coreinv@coreinv1·
@MatthewLepoire I hope you are right 🤞 Long way to 52w high of ~14 though. I was dumb enough to buy $CKPT at 1.20 via long term standing order. I don't just buy biotech anymore, I put in an order for 50% less than current price 😅
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