Nose Rub

@lifeisblank21 That makes sense. It sounds like CAPR regrets selling US rights to Nippon and wants to renege

@NoseRubInvest To me it sounds like- Nippon really isn't putting in the work and Capricor trying to amend/get out of contract here. and it sounds like they're trying to use the Medicare reimbursement + the "this is terrible for DMD patients" as the excuse

$CAPR Capricor Therapeutics Takes Legal Action to Protect Patient Access to Deramiocel for Duchenne Muscular Dystrophy sec.gov/Archives/edgar…

@pemulisking Amazing call! Congrats!

$ALLO nice delta in MRD- rate, and the 97.7% decrease in ctDNA across all patients (vs 26.6% increase in control arm) suggests that even MRD+ patients will have delayed relapse. Hard for me to imagine this trial doesn't hit on EFS, and probably at the first interim.

@bingbingbom @CloisterRes How many LKY tiktoks have you watched in the last 24 hours?

@CloisterRes WHOEVER GOVERNS SINGAPORE MUST GOVERN WITH IRON! OR GIVE IT UP! THIS IS YOUR LIFE AND MINE!

Have to admit I’d be quite mad if I was a patient with HD and saw MM touting how fast they are moving to approve new drugs for a disease where you already have multiple drugs already approved and which can be mitigated by lifestyle intervention…

@Sanctuary_Bio @Dexerto Even my mom is talking about this story! Corgis do have a strong herding instinct. I have no idea how they knew which way to go home though.

@Dexerto that's amazing @NoseRubInvest

Seven dogs stolen from their owners have gone viral after escaping their captors and making their way home The group is believed to have travelled around 17 km together led by a corgi across highways and fields

@Archimedes20311 Amazing Ouro bought that asset for $16M up front in Nov 2024 from Keymed Biosciences so 1.5 years later flipped it for $1.675B! 100x return! www1.hkexnews.hk/listedco/listc…

Hilarious. Using 50% of $GLPG cash

@biofeed My brain must work the opposite way. There's only 1 thing I think of when I see $ANVS and $ANL @bingbingbom

Gosh every day I am realizing how my brain works, am realizing KDNY spells kidney lol, all these years I didn’t notice

@pemulisking No thanks. I'm starting my own company where the idea is the drug takes so long to work that you could never run a randomized trial bc that would be unethical ofc. So FDA should approve TODAY since patients are suffering

Starting a company--the plan is to go after a really bad disease, with an intervention so invasive that we'll argue that we can never run a properly controlled study. Who wants to fund it? R&D costs are minimal, but we'll need a lot for advocacy and lobbying.

@Sanctuary_Bio I'm sure $QURE will release all their meeting minutes any time now 🙃

@NoseRubInvest I mean you would think such critical discussions would be documented. Should be very easy to prove. Right guys...

Oh man

@Sanctuary_Bio A placebo controlled n=400 trial in Huntington's? Isn't this an impossible trial to do, will take forever, and incredibly unethical according to $QURE? I thought only n=17 external control trials were acceptable...

If you are thinking about buying $QURE here, just keep in mind that Skyhawk will read their phase 2/3 out in 3ish years. If that is positive, nothing QURE shows will matter. I didnt make the rules

@BiotechPort Any thoughts on the safety profile? It looks significantly worse than Eylea imo $OCUL

$OCUL So if you give AXPXLI you will need to monitor who are those 17% of patients that have slow BCVA loss then the others. You will anyway need to come to the office often for monitoring. So how does it help patients with less burden? Instead, you can administrate HD Eylea and "chill". If I was a doc I would be stressed all the time to be sure that my patients are not loosing sight.

@AppleHelix omg it's so good! Feels exactly like when GoT season 1 came out. I watched both seasons of House of the Dragon and I can't remember anything that happened. I can't stop thinking about the latest episode of Knight of the Seven Kingdoms!

Character development in Knight of 7 Kingdoms is 10x better than House of Dragons

@unicornbiotech lol you were right all 5 patients were taken out of the Revita arm and none from sham. I wonder if there's any separation at all if you include the 5

$GUTS how bad would the data be if you didn’t exclude the 5 patients who gained the most weight? LMAO

@lifeisblank21 @Biotenic You can still short right now and collect that last $0.10/share!

@Biotenic Oh no the short sellers will be ruined now 🙏🙏

A*** has been acquired!!! Just as you all suspected

@Lord_of_Biotech @Sanctuary_Bio @Biotenic Totally. I don't understand why anyone would be short a CVR when you can't cover. I own ~1% of outstanding and I'm lending all so they must really wanted to short it?

@NoseRubInvest @Sanctuary_Bio @Biotenic Also had this in some of my CVRs, but sometimes it disappears after some months, quite stupid and do not know how that goes as they are struck esentially in this CVR short. Had it with $JNCE, but after some months the borrow ended.

$RZLT I think the takeaway is that once the convo shifts to “is it gonna be up?”… run. Nothing in this space is enough of a given to take on say +20%/-90% skew, or potentially even worse

@Sanctuary_Bio @Lord_of_Biotech @Biotenic The ultimate diamond hands. I looked recently and there's someone borrowing one of my CVRs. They're worth $0.20 rn and bc of rounding up rules they're effectively paying 10% borrow for at least 3 years. Guess who gets $18/day doing nothing 😎

@Lord_of_Biotech @NoseRubInvest @Biotenic and then one day you might wake up with a bit of extra cash, or you might not. But nothing on your end will affect that so why bother lol

@AaronRosenblum5 @aggregategains @CloisterRes They got to choose which endpoints to highlight in their conclusion (cUHDRS, TFC and NfL) so that's why I used those 3 charts

@aggregategains @CloisterRes They are picking and choosing which endpoints to show. x.com/NoseRubInvest/…

I don’t really understand the options pricing for $QURE. You can buy the common, and if the FDA stuff doesn’t work out, you get a 60% haircut (at least). Or you can buy Jan ‘28 30/70C, risk a 100% loss, but gain 5.5x on FDA approval. Harder to imagine the common at 180, IMO…

@Sanctuary_Bio I'd play the hell out of Stardew Valley on that beast 👍

Haven't upgraded hardware since 2015 (ex monitor) so decided was due for some upgrades PC has RTX 5080, 9800X3D, 32GB DDR5-6000, 2TB M.2 Monitors are 27" ROG Swift 4k OLED and LG Ultragear QHD OLED