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black6
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black6
@black6cap
🐭 trapped in a cage. EDM 🪩💊
CpG Islands Katılım Mart 2013
590 Takip Edilen1.1K Takipçiler

@sagharborcap going down 1st and pulling up to bat pier 4 late night also nice
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$8.88
the Mandate of Heaven 🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🐴🐴🐴🐴🐴🐴🐴🐴
Adu Subramanian@plainyogurt21
$OCUL - say what you will about the readout, pencils down now LNY is next week: I'm a year of the snake and it's going to be a fun week +/-
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@MSollender I am so sorry for your loss - rest in peace corgi; the gentlest winds and blue skies 🕊️🐶
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black6 retweetledi
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@gcbioinv @Sports_bios Really sad to hear. RIP - fair winds, blue skies, and the brightest orchids.
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@plainyogurt21 It was a trade gone wrong on my end (a very poor trading hypothesis). I added and plan to exit with the intent of lower losses on a minimal position. Just that.
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@Lord_of_Biotech Black scholes value should be minimal for such OTM warrants.
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@GeneInvesting Oh I meant not previously disclosed, but that they haven’t disclosed; the language in the 8K says consistent with P1, which is the concern.
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@black6cap ~2 in earlier but less severe and like this no symptoms if I remember correctly and cleared by itself
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Nice to see 365 already enrolled with 7 months left in the year they theoretically could reach 650+ (well above their 550+ estimate). $NTLA
650 would only require ~28 patients per month across 100+ sites (VERY doable).
Key to filing (let me know if you have questions ⬇️):
• Only 1 patient experienced a grade 4 liver transaminase elevation
• asymptomatic- meaning no physical symptoms or clinical signs of liver injury (only lab abnormality).
• resolving without hospitalization or medical intervention and have fallen to grade 3 ALT and grade 2 AST elevations.
• FDA would never pause a trial for this.
• It simply brings concern if it happens more considering they have ~500 more to dose, but even then, it is resolves itself and is asymptomatic it won’t be held.
• positive is all 3 programs have same LNP so they have now dosed ~400 patients with this same LNP with only 1 asymptomatic patient where it is resolving without hospitalization or medical intervention 🔑
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“Enrollment in our global Phase 3 HAELO study of NTLA-2002 for hereditary angioedema is on track. We expect to complete enrollment in the third quarter of 2025 and submit a biologics license application (“BLA”) in the second half of 2026 to support plans for a potential U.S. commercial launch in 2027.”
“Enrollment in our global Phase 3 MAGNITUDE-2 study of nex-z for ATTRv-PN is also progressing well. The MAGNITUDE-2 study is designed to measure clinical outcomes and evaluate how a single dose of nex-z can lead to reduction in serum TTR. We expect to complete MAGNITUDE-2 to support a potential BLA submission by 2028 and potential U.S. commercial launch in 2029.”
“In addition, enrollment in our global Phase 3 MAGNITUDE study of nex-z for ATTR-CM is progressing according to our expectations. Currently, we have enrolled approximately 365 patients in the MAGNITUDE study, out of an expected total enrollment of approximately 765 patients, and anticipate enrollment completion by early 2027. Over two hundred patients have been dosed with nex-z in the MAGNITUDE study. To date, reported adverse events have been similar in nature to the reported adverse events in the Phase 1 study of nex-z for ATTR amyloidosis, and have included infusion-related reactions and asymptomatic liver transaminase elevations. There has been a single, recent, asymptomatic patient with grade 4 liver transaminase elevations based on laboratory tests, which appear to be resolving without hospitalization or medical intervention and have fallen to grade 3 ALT and grade 2 AST elevations. We continue to monitor these events as the MAGNITUDE study progresses.”

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@GeneInvesting hey man how many gr3 alt/ast events do u estimate have been disclosed?
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yeah bro let’s do unscalable biotech zombie net cash plays distressed crypto and structured shit let’s do it all maaaaaaan
Adam Feuerstein ✡️@adamfeuerstein
Vivek Ramaswamy's Strive Asset Mgmt Co. is doing something with bitcoin to "generate alpha" and buy/liquidate zombie biotechs, among other things. I'm not a crypto bro so it's all buzzwords to me. He explains it here: strive.com/p/Strive_BTC_A…
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