@Alec_Friedman_ @joecarlsonshow Why buy MSTR when you can buy bitcoin? - Michael Saylor - Michael Saylor
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Erfan Afshar
243 posts
@joecarlsonshow $MSTR this year and since 2022. Such an obvious pick
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Who has the best performance this year? Post your returns. (I'm guessing some Palantir/Hims investor)
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@kinatsofrim Nothing in that recording indicates that they do not believe IMpactMF will be a success. All they say is that they pushed back the readout. The primary endpoint is overall survival so enough patients need to die before they can look at the data. That’s all they said.
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$GERN Buh bye...
@KinatSofrim@kinatsofrim
@777archie @doepke_michel Pelabresib ($MOR) failed TSS50 in P3. Navitoclax ($ABBV) failed TSS50 in P3. Navtemadlin (Kartos) both SVR & TSS50 SS were in the 30's. Imetelstat ($GERN) SA; SVR 10+% and TSS50 low 30's. It's not hard to see $KPTI competitiveness at this point... @IloveIncyte @AlbertBourla
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@kinatsofrim Nothing in this recording indicates that they expect the combination with Jak inhibitors to fail.
The study they are refering to has alwasy been aiming at approval in 2L. That market is huge. Most patients fail jak inhibitor therapy and live long enough to fail it.
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$GERN going after the 2L or later add on to the FL, seems like they don’t have the confidence to get approval for the FL. $KPTI $INCY $GSK
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@PunterJeff “Idk anything about crypto” then goes on to prove it. Well done @maddow
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Rachel Maddow is either loading the boat with Bitcoin, OR is professionally and intellectually incompetent.
The word she’s missing is COLLATERAL
The world at large doesn’t understand collateral
Wild times, intellectual edge is still there.
🟩👆🏼
TFTC@TFTC21
Rachel Maddow dismisses the Strategic #Bitcoin Reserve as a “scam,” comparing it to hoarding Beanie Babies.
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@OmarPridelands Wouldn’t this be priced in since the institutions have access to iqvia ?? I got no concern for long term success of geron but I’m just trying to play devils advocate here.
Now care to share any specifics about this early data?
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Erfan Afshar retweetledi
Leonard Hayflick, the scientist who discovered the cellular replication limit and a pioneer in aging research, has died. I remember him fondly as a kind man who faced much criticism for his radical ideas about aging… 🧵
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@BWalkerTTAGGG @shelbynewsad Are there any randomized control trial to support caffeine as an active agent? How about ketosis?? High O2???
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Now if only doctors would actually USE the data... many tumors are vulnerable to unpatented molecules (e.g. those with single-strand DNA repair defect can be killed by caffeine). But unpatented molecules, Warburg Effect, high O2 etc. don't come with cute sales reps and free vacations.
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TIL that 30% of cancer patients in the US have their tumor DNA sequenced.
This is a very big deal for precision medicine.
Imagine a world where this level of detail is present for all patients, for each disease 🌍
Excited for this future 🧬
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@ContraMundem @Biotech2k1 asked Vlad if he thinks that Geron’s patents would be in the way of targeting hematologic malignancies. He flat out said no, they are “yin and yang”.
Then again, I asked Chip(GERN CEO) the same question in 2019, and he basically said he would take legal action for blood cancers.
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@afshare7 @Biotech2k1 Thanks, am no parent guru, but there was some issue w GERN iirc. Liked Vlad when met him; these guys are aligned and look after capital.
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@ContraMundem @Biotech2k1 The agent responsible for the data above is eligible for NCE and had some methods of use patents backing it into mid 2030s. The next generation molecules are 3-10 times more potent and evolutions of the lead compound. ir.maiabiotech.com/news-events/pr…
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@afshare7 @Biotech2k1 What do you think of their IP position?
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@ContraMundem @Biotech2k1 I was impressed by the methods of use patents of the lead compound, especially in combination with checkpoint inhibitors. This molecule works on 85% of cancer cell lines overall, and they have discovered several second generation molecules with same MOA in house.
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@SridharSalur @Biotech2k1 PDSB has no clinical trials in the cancer with the largest number of deaths worldwide, non-small cell lung cancer (NSCLC).
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@Biotech2k1 Forgot to mention that patients had progressive disease or relapsed coming into trial. None of the patients had stable disease coming in.
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@Biotech2k1 $MAIA unprecedented safety and efficacy in NSCLC. <15% grade 3 AE. No grade 4-5. Vs SoC 70-80% grade 3-4.
Survival benefit in 3rd line NSCLC (9.1 months+vs SoC 5.8 months). ORR in best dose arm is 38% vs SoC 6%. DCR 88% in best dose arm vs SoC 36%
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@afshare7 @Biotech2k1 I would only add 9.1 months so far
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@FrameworkWisely Because at high doses THIO is readily available for all the enzymes used for DNA replication, and not just telomerase.
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@afshare7 why strategy matters here? you take the drug, it should work as it should be, no matter what you intend to.
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Yes. The drug $MAIA's Thio was tried in the 1970s and 1980s before telomeres and telomerase were discovered.
The dosages they were using in those clinical trials are in 1000mg - 4000mg, because they had no idea what it does, they thought it works like cheomotherapy.
Biotech2k@Biotech2k1
@nebhol89 I am sure telomere targeting has been tried before.
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Erfan Afshar retweetledi
Tomasz Jankowski, MD, PhD, on Non–Small Cell Lung Cancer: New Data on a Telomere-Targeting Agent ascopost.com/videos/2024-as… #LCSM #lungcancer #oncology #ASCO24 @yankitom
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@FrameworkWisely @BWalkerTTAGGG Most people that follow telomerase inhibitors and telomere targeting agents share the view that multiple MOAs are required and that a telomerase related agent may be the key.
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@BWalkerTTAGGG @afshare7 ncbi.nlm.nih.gov/pmc/articles/P…
A paper published in 2021,, which has been cited 80 time, also share the same point of view as Bill.
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Simultaneously attacking cancer via at least 3 MoA, as pointed out by @BWalkerTTAGGG, is the key win the fight.
Cancer can evolve around if you only hit one target.
It's not about targeting DNA is wrong, but about making it hard for cancer to adapt and evolve @afshare7
Erik Linnartz@ErikLinnartz
A quick look at $MAIA shows they target telomeres, so part of the DNA of a cell. The leading theory on cancer is that it is a DNA thing, and extreme amounts of research still cannot fix cancer. The best explanation is that this basic assumption is wrong. Cancer might be a mitochondrial metabolic disease. If this is true, $MAIA might not be such a certain investment. The lecture below nicely explains this theory. youtu.be/KusaU2taxow?si…
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@afshare7 @ArranGray9 @FrameworkWisely @BWalkerTTAGGG I guess what counts is the DCR is still better even when Vlad picks the correct vertical line to compare against right?
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"While not as commonly cited as ORR, DCR is an important metric in oncology that has been established as a strong predictor of overall survival"
@FrameworkWisely
seekingalpha.com/article/466112…
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@michaelnuovo @ArranGray9 @FrameworkWisely @BWalkerTTAGGG This is why when I did my series I didn’t delve too much into the data. The survival looks good. We will just have to wait and see.
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