avidresearch

$CYTK PT raised to $100 at Mizuho

@JPZaragoza1 Don’t see it advancing in PM. No volume.

$REPL advancing a bit pm. Guess it's because Cantor's note with a positive tone for approval after meeting with mgmt. They "came away incrementally more positive in the likelihood of approval". I view the reasons for optimism as fairly weak in particular that their sales team is "pumped about a potential launch" and the support from the melanoma community (?). The roles of Prasad and Pazdur in the CRL and the presenced of new team members at the FDA involved in the review remain speculative. I expect another CRL.

Prime Medicine seeks approval for a gene‑editing therapy after treating 2 patients with chronic granulomatous disease setting a precedent for evaluation of highly individualized therapies for ultra‑rare conditions where conventional trials are infeasible. statnews.com/2026/03/03/pri…

🚨: There have been thousands of generations of humans, and you are alive to witness the first photo of a Sunset on another World.😮 This is a real photo of the sunset on Mars.

universe is the god. Don’t know why need to keep creating so many new gods ?

@ErikOtto2 Thanks! Wasn’t aware of that data. Looks gr8 on first glance.

@avidresearch This is the embargoed data scheduled for oral presentation at 1:00 pm ET.

When gene therapy companies, especially DMD (larger doses) 👀👀

@nociFTW Are there any differences? “That said, there are important differences: (1) tazemetostat is dosed significantly higher (800mg BID); (2) it targets the EZH2 subunit (genetically higher-risk vs. FULC's EED”

$fulc what do we have here…

@AaronRosenblum5 @AlexandrG1980 Your math looks right. My Gemini AI assistant was drunk on the job.

$KPTI Prior Ph3 SIENDO trial in broader Endometrial Cancer indication narrowly missed stat significance and the current EC trial focuses on the right subgroup (wild type p53, esp in pMMR). Yes they need financing but even if MF symptom endpoint fails (making it harder in US), it has a high probability of success in EC. Why is market not giving it credit? Its perceived as having a bad tox profile in MM (other drugs with more fav safety and efficacy). Risk benefit much different in both MF and EC trials. Selinexor showed good efficacy in both MF and EC in prior trials and they are using half of the dose used in Multiple Myeloma which should make safety much more manageable. Prior management dropped the ball on this and once a week 60mg should have been explored early in MM ph1/2 studies. Even if March read out in MF fails, it has $1B/yr potential in EC (with much higher POS given narrow miss in broader ph3). Why is it trading at MKtcap of $165M? Bizarre!

@AlexandrG1980 Yeah .. total outstanding just shy of 50M

@avidresearch $KPTI - current FD shrs outstanding 2x of ordinary shrs. - when convertibles mature, they dilute even further at ~$6,5

$CRVS 👀👀👀 AD will only be one of the many indications this drug can treat 🤫 nature.com/articles/s4142…

@plainyogurt21 @CloisterRes Many on Nexium their whole life. Not sure this is as much as an issue.

@CloisterRes scale for manuf, administration, and lly marketing 9hence the hims stuff.

This $nvo graph is nsfw

There it is..

New from me on $QURE and FDA. Free, no paywall. The FDA, urged to avoid controversy, creates a new headache with attack against UniQure Anonymous diatribe from a senior official plunges agency back into headlines statnews.com/2026/03/06/fda…

@dragonballchad don’t think they dilute much if MF fails. They just extended runway slightly until end of Q2, close to when EC ph3 results are expected.

@avidresearch because they will dilute heavily if MF fails and there's the risk of the readout not being positive either.

@binarypharmer may be he can take one on his way out. Dont see him lasting too long.

Its so obvious Vinay DOES NOT KNOW how to interpret clinical data and risk/benefit in rare diseases. Also, changing goal post established via prior regulatory feedback should not be treated as cavalierly as he does (utter disregard as evidenced by multiple submissions) How does he still have a job ???