mets17

@Pharmdca vinay fired the lady who wanted this approved

$CAPR what happened?

@JMaraganore @US_FDA What about looking the other way selling out us job and security to China we ok with that ?

It is disappointing to see these @US_FDA staff departures. Bringing innovation to patients requires a strong and experienced agency!

@jq1234t This media tour seems silly why not wait for data to speak for itself instead of trash talking competitors

@AppleHelix biospace.com/genscript-and-… They did do this … I mean if USA doesn’t act quick the entire bio industry will go away like manufacturing

@plainyogurt21 @houndcl @Michaelrose102 @Sanctuary_Bio @MelvinRiskMgmt can my favorite MLB athlete start taking this to avoid injury

@houndcl @Michaelrose102 @Sanctuary_Bio @MelvinRiskMgmt Waiting for a shkreli like entrepreneur to buy a drug like this and explicitly sell it to high end clients only. Charge 50k/ year + combo with GLP so they don’t have to exercise and stay fit. Plenty of rich people out there who would pay for it…….

Wasn't on $SRRK call...are they advancing '439 in obesity or not? Contrast PR and pipeline page with archived version

@abbynac target has solid fruit cheap

@Sanctuary_Bio @BayAreaBiotechI old presantation they wanted to partner this out

@adar170 @BayAreaBiotechI dont think so...keep apitegromab for rare disease, 439 for cardiometabolic was logic previously

@Sanctuary_Bio @BayAreaBiotechI also wouldnt trying for obesity kill pricing for sma?

@adar170 @BayAreaBiotechI well I mean you don't have to think it lol...it's basically confirmed now

@Sanctuary_Bio @BayAreaBiotechI i think they want to stick to rare dgx and not involve in crowded obesity field

@adar170 @BayAreaBiotechI yea you have to wonder what's going on behind the scenes. Why move from Chairman to CEO. I suspect vast differences in ideology

@Sanctuary_Bio @BayAreaBiotechI maybe thats why ceo change?

@BayAreaBiotechI the interesting thing is that as recently as the Q1 ER the focus on 439 was still cardiometabolic. alxn bros hallal and sinha joined in late april. Quite the strategic shift

@Sanctuary_Bio @MelvinRiskMgmt @houndcl @plainyogurt21 @A_May_MD mostly fired for stupid brazil witch hunt

@MelvinRiskMgmt @houndcl @plainyogurt21 @A_May_MD as well as Sinha who is now CFO

$SRRK weight loss/muscle preservation data look good IMO. People I know have been watching for this to be a “sell the news” event to buy more for SMA oppty. Not sure any significant “sell the news” reaction happens from these data. Very slightly less weight loss (1.1% delta) on the combo arm is fine. $REGN saw slightly *more* WL with their combo but there are major caveats here. $SRRK was combining with TZP whereas $REGN was with sema. TZP weight loss is significantly more than sema’s at 24 weeks, so any combo with TZP is going to take longer to show greater weight loss than a sema combo IMO. On top of that, $SRRK’s study was 2 weeks shorter than $REGN’s. $SRRK preserved more lean mass and lost a great proportion of weight (again, TZP caveat). Ultimately in 1 year+ studies I think these myostatin regimens are going to show increased weight loss overall, on top of much larger fat loss and more muscle retention. How could that *not* lead to better cardiometabolic outcomes long term? Myostatin is the way to go here IMO. Broader MOAs won’t have the clean safety required, and myostatin alone actually seems to be getting the job done. I’m impressed. I think myostatin+GLP-1 is going to be a legitimate approach that multiple phase 3 studies are run for. Hopefully ultimately getting commercialized…long way to go on that front obv. $REGN in the lead? $SRRK and $IBIO in pursuit. $BHVN and $LLY with broader MOAs that I’m less fond of. Maybe $SRRK gets sell the news today, IDK. In the $30s I still think it is undervalued on SMA alone.

@DueDoctor @steve2bacon Boy who cried wolf

@steve2bacon Interesting x.com/i/status/19350…

@Sanctuary_Bio Actually think Mcdavid might want to move to USA

Amazing playoffs. Grats to the cats. The Oilers will get their year

@DrPaulyDeSantis @BiotechObserver its 2025 not 1998

No, you're misunderstanding. I am simply saying, brand awareness in the case of HCV/HIV leads to higher tx rates (good)...regarding IO, you do see patients come in aware of Opdivo/Keytruda...in the early days of IO, chemo-disciples of community oncology didn't automatically prescribe them, despite the Ph3 KN-189 study etc...so in these few cases, DTC was good. The vast majority of DTC is completely useless though. I was just highlighting a few good examples.

@DrPaulyDeSantis @BiotechObserver it does? dont oncolgist do this

@BiotechObserver @adar170 It’s not bad it’s good. Drives patients to seek care.

@abbynac @srqstockpicker with no middle class by 2032 hope you ready for socialist prez

I hope the Democrats make Omar their leader and spokesman

@AppleHelix has to be used for that specific drug

FAQ here: 1) Seems the Commissioner is the sole decision marker on who gets one 2) Non-transferrable 3) Expires 2 years after issuance. Most biotechs won't be able to use it. Maybe through a merger w/ another company?? fda.gov/news-events/pr…

@sharkbiotech @Sanctuary_Bio @MaxJacobsCFA @AppleHelix the non transferable of PRV hurting a lot of rare dgx today imo

@Sanctuary_Bio @MaxJacobsCFA @AppleHelix ditto

WOW!!! This "National Priority Vouchers" program is just wow! fda.gov/news-events/pr…

@EricTheUmpire @A_May_MD @sharkbiotech not every drug is lightning rod like Mrna vax

@A_May_MD @sharkbiotech @adar170 I think the real relationship is paying the networks for favorable news coverage (or minimal negative coverage) and advertising makes a convenient way to move the cash.

@sharkbiotech @A_May_MD even the $HIMS supr bowl ad backfired badly imo

@A_May_MD @adar170 I agree ex lifestyle drugs viagra GLP1s etc