@ElMonoGran42994 Yes working downstream is what makes it more specific = less AEs (less immunosupression by avoiding non-specific depletion of Ig).
will have to get proven in larger n. But mechanism of action and early data are compelling
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Biotech Pharma Investor
917 posts
Biotech Pharma Investor
@Stmkrs
MD. Biotech investing. SA author. I also post in X and substack
Katılım Kasım 2021
147 Takip Edilen466 Takipçiler
@Stmkrs As you said, super small n and long term disease modifying effects unclear. Mechanistically bhvn-1400 doesn’t stop production upstream of pathogenic gd-iga1, so you may need frequent high doses or fall back between doses….but verdict still out. Doesn’t look bad, just early
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$BHVN Anything better out there for IgAN?? I realize data are early but mechanism of action and PoC data from 1st cases are pretty compelling.
BHVN cheap based on just IgAN indication. Add to this the rest of the pipeline. What is the bear thesis here??
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@ElMonoGran42994 How is it better? Less specific mechanism
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$QNRX Looking at clinical trial registries and company websites AZTR (ph1b) and Biocryst (ph1 stage) indeed seem to be the only ones actively enrolling.
Biotech Pharma Investor@Stmkrs
$QNRX I don't get the bear thesis (1) Will be first mover in Netherton. What are the chances these whole body responses are due to the vehicles?? (2) Expansion to peeling skin syndrome (convincing POC in 1st patient) (3) Other indications (4) PRV for Netherton Yes will need cash
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$QNRX I don't get the bear thesis
(1) Will be first mover in Netherton. What are the chances these whole body responses are due to the vehicles??
(2) Expansion to peeling skin syndrome (convincing POC in 1st patient)
(3) Other indications
(4) PRV for Netherton
Yes will need cash
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$DTIL needs just 1 POC patient cure and some serious rerating of the stock should follow.
avidresearch@avidresearch
direct reduction or elimination of cccDNA "holy grail" of Hepatitis B since it acts as a permanent blueprint for the virus inside liver cells. $DTIL PBGENE-HBV is the only drug design to lower/eliminate cccDNA. Should improve chances of a cure or vastly improve chances of a functional cure.
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1/ $GRCE Longs
Prepare to be slaughtered.
This stock will dump once approval hits.
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@BiotechAutist It s one of those lose-lose situationa before the PDUFA
If CRL --> down a lot
If approval --> still
For educational purposes could you share more details on the structure of your options trade?
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5/ How do you actually trade a structural fade? You sell the iv crush.
I am sitting in $5/$7.50 call credit spreads.
The $5 short leg is bulletproofed by the 4.4M share dilution wall.
When the headline drops, IV instantly deflates.
Don't buy the equity. Sell the premium.
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$MDNA Offering coming soon. Wont necessarily be bad news.
- decent data from their IL2 superkine (pretty convincing monotherapt activity cases)
- their tumor-targeted conditionally activated PD1-IL2 is preclinical but underestimated ($XLO competition- not sure which is superior)
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@Gantosj Strangely undervalued indeed.
Problem is cash runway into Q3...
So how good a cash raise they can do will either provide validation or further push the stock price lower
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What the street is missing with $MDNAf $MDNA.to
The Innovent/Takeda deal & IBI363's clinical experience actually validates MDNA113's differentiated design & significantly de-risks its development MDNA113 will become 2nd-gen
Value way over $1.5B
ChimeraResearchGroup@ChimeraResearch
$MDNAF $MDNA.to MDNA113's tumor-anchored, conditionally activated architecture addresses safety/dosing limitations that constrained 1st-gen molecules, enabling dosing comparable to approved anti-PD-1s without systemic toxicity. #Cancer #Biotech #Bispicific #NSCLC #Melanoma
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$MDNAF market doesnt care about their tumor-targeted + conditionally activated PD1-IL2?
Strange given Takeda deal.
$XLO has one too. Activated but tumor metalloproteases.
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$BIOA
Pros:
- best-in-class reduction of inflammation
- oral
- brain-penetrant (allows ophthalmolgy and CNS indications)
- huge TAMs
- last funding at $19.5
- runway through 2029
- NVO and LLY partnerships
Cons
- too early stage (unless it gets acquired...) with many unknowns
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$BIOA As clarified in the call headache was associated with lumbar punctures consucted in treatment arms for pk/pd studies
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$BIOA Who will be faster to acquire this one? LLY or NVO?
Lord_of_Biotechs@Lord_of_Biotech
$BIOA BioAge Reports Positive Phase 1 Data for BGE-102, a Novel Oral NLRP3 Inhibitor, Demonstrating Potential Best-in-Class Reductions in hsCRP Ph2-data in HY2 2026 DME study with data in Mid 27
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$BIOA very interesting data in a very hot field. Cash runway through 2029. + LLY and NVO partnership
Lord_of_Biotechs@Lord_of_Biotech
$BIOA BioAge Reports Positive Phase 1 Data for BGE-102, a Novel Oral NLRP3 Inhibitor, Demonstrating Potential Best-in-Class Reductions in hsCRP Ph2-data in HY2 2026 DME study with data in Mid 27
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