epickram

@TTRAmyloid What’s ur downside ?

Downside for acacia miss is 30-40%? I doubt that. Mava is already doing 1.5 bil a year. $cytk

@augurbio @aditharun_ But his point is if it’s not a great drug it won’t sell blockbuster

@aditharun_ I don’t think anyone has ever argued this is a fantastic drug. It is approved…long before any competitor.

This drug doesn't appear to be any better than placebo... maybe the only place where you could argue that there was a HQ-CT signal is at 16 weeks in the randomized withdrawl period study

@bioinvestor24 Have you tried a GLP in HO it doesn’t work

$RYTM the most bio funds loaded company. Obviously they are after $500,000 per year wkly to lose wt drug, year after year.. not CRISPR or gene therapy . The problem is with health care system that allows these prices to continue. 20 years of nonsense.

@tgod01 These aren’t directly comparable at all

$LQDA $INSM cough comparison: - TPIP's Phase 2b (PAH population, placebo-controlled) showed HIGHER cough incidence (40.6% vs. 21.2% placebo) but mostly mild (>85%), with rare discontinuation (1.4%). - Yutrepia's ASCENT (PH-ILD, open-label) reported LOWER cough incidence (~18.5% treatment-related, 92% mild) and used an explicit cough score showing no worsening (stable ~1.3 mean), with 0% cough-related discontinuations. - With regard to $LQDA L606 - arguably a more direct comparison to TPIP - L606's open-label safety study showed MUCH LOWER cough incidence (~14.3%, all mild) and no discontinuations due to cough.

@Vulpescap FS has anywhere from 3.1-4.8B in 2032

Can anyone with bloomberg terminal please tell me what the range/median of analyst estimates of cobenfy sales thru '33 are?

@CloisterRes @Gapsz3 Name me an RWT that’s failed lol—it was an enriched group of DCCR responders kinda hard to fail that

@epickram @Gapsz3 is a RWT not a real clinical trial?

Idk - a 10 YO weighing 258 lbs is pretty absurd. Like the annual mortality of that particular BMI has to be at least single digits percent, even in kids . Not talked to any KOLs re this one and have a very small $SLNO position but not really convinced 2 deaths out of 850 active patients in a year of launch is really beyond the norm for this disease. These are 10 year olds that are the size of a fully obese ADULT MALE!!??

@ElMonoGran42994 @JoseRestonVA @Investorclimber Have you ever seen diazoxide in action my friend ? Old dirty drug

@epickram @JoseRestonVA @Investorclimber Don’t need faith here…just common sense

I consider $SLNO one of the hardest tickers to be invested in. I was long and sold with minor loss but the fact of having good news (sales) and seeing the stock down, having bad news and seeing the stock down (logic), but never up…I was thinking I was missing something

@CloisterRes @Gapsz3 I’m not saying no sales but who’s to say this doesn’t peak around 750MM-1B vs 2-2.5 like the street is modeling. The drug isn’t great man it failed an RCT and only worked in a RWT

@Gapsz3 @epickram Lmao - no kidding. “DRUG IS AWFUL NO SALES EVER” but it’s already doing $200 mil a year zzz

@ElMonoGran42994 @JoseRestonVA @Investorclimber Good luck putting your faith in diazoxide

@epickram @JoseRestonVA @Investorclimber More than words…..but you’re showing your true colors here 😂😂😂😂

@ElMonoGran42994 @JoseRestonVA @Investorclimber Adding emojis is not going to help your bag 💼 that u are holding

@epickram @JoseRestonVA @Investorclimber On track for 500+ million this year …and you’re asking that ….really? 😂😂😂😂

@Investorclimber @ElMonoGran42994 @JoseRestonVA @seedy19tron Look at Daybue as an analog it’s not gonna do well also poor risk/benefit profile. If you warehouse a bunch of PWS it’s gonna look good first few q

@epickram @ElMonoGran42994 @JoseRestonVA See here from @seedy19tron x.com/seedy19tron/st…

@ElMonoGran42994 @JoseRestonVA @Investorclimber Why would this drug ever take off to begin with? The profile sucks

@epickram @JoseRestonVA @Investorclimber Just being conservative 😂😂😂

@ElMonoGran42994 @JoseRestonVA @Investorclimber Why will it be blockbuster in 2 years ?

@JoseRestonVA @Investorclimber It won’t be pulled off the market….not even after suspect pt death…..so there you go. 500+ million in revs this year and going blockbuster in 2 yrs. Pretty compelling risk reward…no competition

@bio_quixote @BussinBiotech If it’s the same target coverage then why don’t we see any of the toxic side effects with pociredir (e.g., neutropenia) but the cancer drug has like grade 4 bone marrow depression?

@epickram @BussinBiotech Encourage you to look at H3K27me3 in vitro data and compare to exposures in patients. The target coverage is actually quite similar despite the 80-fold difference in nominal daily doses. H3K27me3 readout is also irrespective of target, so doesn't matter if EED or EZH.

$FULC the below news from Ipsen is worth watching as it may have 2nd order implications for Fulcrum’s Pociredir/ FTX-6058: firstwordpharma.com/story/7130808 Tazemetostat (Tazverik) is a first-in-class, oral, small-molecule inhibitor of the methyltransferase enzyme EZH2, the catalytic subunit of the Polycomb Repressive Complex 2 (PRC2). Based on the above news, Ipsen has announced an immediate voluntary withdrawal of tazemetostat across all indications and markets after an Independent Data Monitoring Committee flagged secondary haematologic malignancy events in an ongoing confirmatory trial, raising concerns that the drugs risks may outweigh its benefits. Prior to todays news, Tazemetostat only had a warning and precaution to monitor for secondary malignancies because of increased risk, noting that 0.7% of patients developed MDS/AML and 1 patient developed T-cell lymphoblastic lymphoma (T-LBL). If you remember, back in 2023 Pociredir/FTX-6058 was placed on an FDA clinical hold due to a class concern (PRC2 inhibition leading to secondary haematologic malignancy) where analogs were directed to Tazemetostat. Upon resolution of that clinical hold, Fulcrum was required to only enroll “severe” sickle cell anemia subjects in their clinical trials to improve the B/R assessment. Given this new update of emerging secondary haematologic malignancy for Tazemetostat leading to a complete withdrawal of the drug, there may be 2nd order implications for Pociredir if the FDA continues to be concerned about a safety class effect and downstream implications for Pociredir/ FTX-6058. Will be interesting to see how this plays out for $FULC. It gives me personal pause given the growing literature on age related clonal hematopoiesis in patients with SCD which already increases their risk of overt hematologic malignancies.

@Craigster771 @Hall8Jack @newerraa Chronic dosing my friend these things accumulate. Look at how $SRPT PPMO got worse hypomag over time

@epickram @Hall8Jack @newerraa Then if it’s the peptide, why no hypomagnesia in DM1?

Good News for Sarepta $SRPT investors.pepgen.com/news-releases/…

@Craigster771 @Hall8Jack @newerraa Then why did HV have the same problem ?

@Hall8Jack @epickram @newerraa The issue could be DMD specific (my guess). You’re going there in patients that have many issues from muscle breakdown and chronic corticosteroid use (not used in DM1).

@Craigster771 @Hall8Jack @newerraa Yea I know my main point was that this peptide is conserved for both constructs so I was wondering why their safety would be different

@epickram @Hall8Jack @newerraa The hypomagnesia showed up in DMD in th SAD too.

@Craigster771 @Hall8Jack @newerraa Did the company confirm if they saw the same thing with the dmd construct? I still think DM1 is uninvestsble given the historical context

@epickram @Hall8Jack @newerraa Has nothing to do with renal tox. This is BP lowering in mice, which don’t show up on slower infusion and isn’t seen with NHPs and humans. This is from preclinical package from 2024. More like the FDA is a mess.