Reply Guy Cap

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Reply Guy Cap

Reply Guy Cap

@ReplyGuy_Cap

Ask me about the chip on my shoulder

Thimble Islands Katılım Şubat 2011
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Wheels Up
Wheels Up@ripper1399·
2/2 This needs to get out to the rest of the mainstream media. Let’s give credit where credit is due ft.com/content/74b9b5…
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Reply Guy Cap
Reply Guy Cap@ReplyGuy_Cap·
Few understand this. $QURE is not some science project. They are one of the few biotech firms to develop a gene therapy and bring to commercialization w/partner. The delivery platform works. @RepAuchincloss @SenRonJohnson @SenRickScott @SenGillibrand @FrankLuntz @BeckyQuick
Dirk Haussecker@RNAiAnalyst

CSL's #hemophilia B gene therapy, licensed from $qure, is slowly becoming a success story, no matter the temporary manufacturing setback: $57M in H2 2025 sales following a slow start in 2023/4, and 51 out of 54 patients prophy free after 5 years! $sgmo

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CP2
CP2@LuckyPenguin10·
Looks like @Temple_West at the Financial Times was way ahead of everyone on this. His Dec 2025 reporting on Arnold Ventures' influence at the FDA independently confirms the personnel pipeline: Prasad + Szarama + Hoeg Ironically, John Arnold's most consequential trade may have happened long after his hedge fund career. H/T @ripper1399 $QURE $CLPT
Wheels Up@ripper1399

For those who don’t have access to the FT. Below is the article on Arnold Ventures from December directly linking Vinay and Katherine and specifically calling out uniqure $qure @DesertDweller93 @biggercapital @peter_mantas @MartinShkreli @canoebrookbl @adamfeuerstein

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Becky Quick
Becky Quick@BeckyQuick·
Very proud of our new documentary on rare disease — the families and the path toward a cure. Join us at 7 pm ET tonight on @CNBC.
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mike
mike@mike98572986·
$qure $clpt Huge story here, be sure to let your people know, this is the true story. Make sure Congress and Uniqure knows of this. This is the big investigation that needs to happen immediately. Be sure to retweet the heck out of this. This is a huge scandal and ethically a complete disaster for the FDA. Makary is definitely done after this one. This right here needs to go viral. @RepAuchincloss @SenRonJohnson @SenRickScott @SenGillibrand @WhiteHouse @FrankLuntz @SusieWiles @BeckyQuick @HDSA @HDBuzzFeed @Help4HDI @adamfeuerstein @MartinShkreli @laurencurehd @DesertDweller93 @Prof_Dollar @uniQure_NV
Peter Mantas@peter_mantas

Funny little fact pattern. 1.Szarama wrote the Arnold Ventures letter arguing against external controls in December 2023; 2.She was appointed CBER Deputy Director October 8, 2025; 3.FDA rug pulled on AMT-130 22 days later; 4.No public recusal record exists. @adamfeuerstein @LizzyLaw_ @SenRonJohnson @SenBillCassidy @RepJasonSmith @RepAuchincloss @SenateAging

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Reply Guy Cap@ReplyGuy_Cap·
The quiet part out loud: the FDA KNOWS this will happen. 6/10 dropped out of crossover because they lose eligibility. That's not a surprise— its a design feature. The FDA is mandating trials where the control group is functionally a death sentence with extra steps and a burr hole
DesertDweller_ROAR_4_A_CURE_4_HD@DesertDweller93

This is something that isn't discussed enough about the @uniQure_NV $QURE AMT130 trial when discussing a placebo arm. After only 12 months, 6 out of 10 WERE NO LONGER ELIGIBLE to cross over. Think about what @VPrasadMDMPH & @DrMakaryFDA are asking of patients. In just 12 months, patients in the sham portion of the trial WERE NO LONGER ELIGIBLE to get treatment. They risked their lives to take part in the trial then progressed to the point of no longer being able to be treated with the real stuff. This is insane. This also highlights the lies that Prasad told the group of reporters that he called together last month when he stated the sham control could be designed where patients were only under anesthesia for 1/2 hour and received a nick in the scalp. It shows he either flat out lied OR EVEN WORSE, didn't even take the time to READ the trial design before making his decision to reverse prior guidance. No way he could have made those comments after reading how the procedure is performed. Either that or he is CORRUPT and in the pockets of someone outside the agency, very possible. ehdn.org/wp-content/upl… The other thing to point out is how the EU regulators wouldn't allow the sham arm because it is unethical. How can these morons be in charge of our once esteemed FDA? Dr Makary needs to go NOW as he is destroying our biotech industry at an unbelievably rapid pace. @SenRonJohnson @SenRickScott @RepAuchincloss @adamfeuerstein @BeckyQuick @l_e_whyte @SenGillibrand please don't let up the pressure on the leadership of the @US_FDA, make them go back to prior alignment and allow AMT130 to be filed. Give the HD community a shot at receiving the only treatment that has demonstrated a real slowing of disease progression.

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Pearl Freier
Pearl Freier@PearlF·
Former FDA Commissioner Scott Gottlieb ('17-'19) told CNBC's @BeckyQuick at CNBC's rare disease summit that FDA has lost 40% of the oncology review staff for new cancer drugs. Was 100 reviewers & now below 60. He said this could lead to increase in CRLs in '26 $IBB $BBC $XBI
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Pearl Freier
Pearl Freier@PearlF·
For FDA news followers—the current FDA Commissioner told CNBC a couple of weeks ago that the media "put a fatwa" on the agency. It's the Wall Street Journal & or Stat News' fault that thousands of FDA employees have left or planning to leave since Kennedy/Makary's tenure at FDA. Or it's all "fake news"
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Christina D
Christina D@Christina4HD·
As part of a Huntington’s disease family, my heart is with rare disease communities speaking out at the @US_FDA. We feel that same urgency alongside families facing Sanfilippo, Hurler, & Hunter syndromes. Time is not on our side. Different diseases, same fear, same hope.
TraderNorway 🇳🇴 🇮🇷@TraderNorway

$QURE $RGNX More than 100 marchers took to Capitol Hill on Wednesday, carrying a coffin to the FDA in a symbolic protest highlighting lives they say could be lost to regulatory delays affecting a group of rare metabolic disorders, according to a release shared with Fierce. fiercebiotech.com/biotech/rare-d… The demonstration comes as controversy around the FDA’s rare disease decisions continues to escalate following uniQure’s heated back-and-forth and several unexpected rejections. @SenRonJohnson @RepAuchincloss @realDonaldTrump @LauraLoomer

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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
My @8VC partner Francisco is giving key testimony today about CCP crushing our ability to develop cures. China has legit innovators - but also a culture of stealing, and working around patents. Our legacy FDA is so slow that they can copy and get to market faster. Let’s fix it.
Select Committee on China@ChinaSelect

From the Science Lab to the Medicine Cabinet: How China is Cornering the Market on Our Medicines 03-18-26 x.com/i/broadcasts/1…

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