@biochemyst1 BA is really hard. Efficacy has to be measured against the Kasai procedure. MIRM failed that even though they were able to win other indications for their ibat
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@ValueForAll1
Biotech Investor. Not an investment advice, do your DD. DM for specific topics.
United States Katılım Mart 2021
728 Takip Edilen768 Takipçiler
@ValueForAll1 BA for NTCP (potentially both 810/811) will be faster accellerated approval for fatal disease in infants with exceptionally clear disease metrics and success criteria.
Hurler as a rare disease could be accelerated approval as well.
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@BioMan944918473 I haven't said that. But their clinical progress in general is way slower than peers
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@ValueForAll1 Where does it say they are not progressing AX-0810? $PRQR
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@buymoremakemore I have some shares. Van Herk should push more to transform the company into a value creation direction.
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@ValueForAll1 Well given their cash position someone better buy them or offer a lucrative partnership. Are you holding a position?
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@NivSadovsky @MitchellReed09 @SadovskyNi71380 Technically, the flood of Forms 3, 4, and 144 in March 2026 was triggered by the Holding Foreign Insiders Accountable Act (HFIAA), which forced foreign companies to adopt U.S. insider reporting standards.
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@MitchellReed09 @SadovskyNi71380 Regulatory "Plumbing": $LEGN has officially transitioned to Domestic Issuer status.
This isn't just paperwork. It aligns the company with US reporting standards (GAAP/Section 16),
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Is a $LEGN buyout around the corner?
Transition to Domestic Issuer
Board refresh w/ M&A pro Tomas Heyman
GenScript top (Zhang & Meng) joining the board
Equity mechanisms aligned (Acceleration)
Shorts covering
Will $JNJ strike before Nov data? 👀
#Biotech #M&A #StockMarket
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I'm wondering how many folks really understand that $idya ONLY enrolled HLA-A*02:01 negative in NCT05987332
and Kimmtrak is indicated for HLA positive.
It's a duopoly setup
Biotech Hangout@BiotechCH
A Phase 2/3 readout for $IDYA’s lead asset darovasertib in uveal melanoma, a rare form of eye cancer is upcoming. If results are positive, $IDYA could move quickly toward filing for FDA approval. Comparing darovasertib to Kimmtrak, the only FDA-approved drug for the indication, @soowannaway (Graig Suvannavejh) says: “The limitation of Kimmtrak is that for the type of therapy that it is, the TCR based therapeutics, it is restricted by HLA status. And so, this is not a drug that would be amenable to all patients with uveal melanoma, and therein lies a potential opportunity for other companies.” #BiotechHangout
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@Quantumup1 Hematology drugs like Columvi are triggering massive amounts of hypogammaglobulinemia reports, the FDA safety algorithms flagged the entire class for evaluation. Even though $imcr Kimmtrak treats a solid tumor (melanoma) and has a completely different cellular target
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What the heck is going on here
FAERS / AEMS - FDA is evaluating the need for regulatory action.
$TGTX $NVS MKKGY - Potential Colitis
$IMCR - Potential Hypogammaglobulinemia
fda.gov/drugs/fda-adve…
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Building a position in $legn. If they make HK listing a reality, and then Genscript distributes their LEGN shares to shareholders, LEGN becomes completely isolated from the Biosecure Act shenanigans
Minhua Chu@chuminhua432
🇨🇳 Legend Biotech $LEGN, a joint venture of GenScript Biotech, is reportedly planning a Hong Kong listing as early as this year, aiming to raise US$300–400M, according to IFR. Founded in 2014, Legend Biotech describes itself as the world’s largest standalone cell therapy company, with a growing global footprint in CAR‑T and cell‑based therapies. #Biotech #CellTherapy #CAR_T #HongKongIPO #ChinaBiotech #CapitalMarkets
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@ValueForAll1 $SGMT is $171M market cap
They have initiatiated combos without any actual IP
This will not end well for them
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$eypt Duker did the right thing. The only way to force $ocul Dugel's to shut up is to file the case. The next 6 months are going to be critical for Eyepoint, they need to spend cycles on important stuff.
Dugel and his brothers in crime are the real ocular Cosa Nostra
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@Biohazard3737 TKI curse.
One is going through bankruptcy with lots of skeletons in the closets.
The other led by ocular mafioso runs nonsense superiority phase 3 trial right after tiny phase 1, trying to downplay the third one in the meantime.
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