financebully

@A_May_MD 🤫 don’t let everyone in on the secret.

$NVO investor call in 2 hours. If they can turn around the sentiment even *slightly* the stock could get a quick bounce back into the $40s. Hopefully they can grab the attention of the people (i .e. almost everyone) who have somehow ignored the fact that this absolutely *bombed out* company is in the middle of the fastest drug launch of all time…among other positive recent developments

@avidresearch @yaireinhorn @WaveLifeSci and there you have it. no weight loss, but they're still touting negligible body composition changes (after 6 months). they will definitely need more outcomes data to convince any payor to reimburse this.

@avidresearch @yaireinhorn @WaveLifeSci big maybe. 1. if it works. 2. if they can figure out how to get payors to pay for it.

1/Wave Life Sciences has recently presented very promising clinical data from its INLIGHT clinical trial of $WVE-007 - Wave’s GalNAc-siRNA candidate for treating Obesity and type II diabetes and a potential rival for $LLY and $NVO successful GLP-1 drugs. WVE-007’s data demonstrated a dose-dependent mean Activin E reductions of up to 85% one month post single dose of WVE-007 thus making it a potential best-in-class RNAi modality for treating Obesity. This data also suggests that dosing patients just once or twice a year would be sufficient to achieve the required clinical results - which could be a huge benefit for both patients and insurers!! $XBI

$wve they didn't even get 2-3% weight loss. not surprised. 🤭

@pemulisking beating astellas' molecule is a low bar. i think $vstm vs-7375 will likely be the one that arvn needs to try to beat in g12d mutant tumors.

$ARVN has an under-the-radar G12D degrader as well. Claiming 25-40x more potent than the Astellas molecule and may avoid its liver tox that caused DLTs. Recently completed Ph1...could we see data at ASCO?

@HOThomasWPhelps so few understand this point. easy patients = lower bar for success and vice versa.

Atopic Dermatitis Trials Exclusion/Inclusion Critera ⤵️ Patient Disease Severity from lowest to highest, refractory hardest to treat $NKTR #Rezpeg, IL-2 $KYMR KT-621, STAT6 $APGE APG777, IL-13 $SNY $REGN #Dupilumab, IL-4 $AMGN #Rocatinlimab, OX40L $CRVS #Soquelitinib, ITKi

@dragonballchad @biotecharutaka c4 isn't just a cemsi play; it’s a validated discovery engine. while the market fixates on the mm clinical timeline, roche, biogen, and pfizer have already vetted the torpedo platform. multi-modality pipeline and bp relationships for just about cash.

@financebully @biotecharutaka that's because its like a two years wait

$tern x $mrk ✅ $4.50 to $53 $cccc x $??? 🤔 $2.50 to $???

$tern 💥 $mrk $53/sh. nice portfolio win 900%+ merck.com/news/merck-to-…

@Biohazard3737 i may be the lone investor who disagrees. $6b for a ph1/2 oncology asset company is a good deal for $tern and its investors. of course, i've owned it from $400m and i also own quite a bit of $mrk so maybe i'm biased. 😄

$tern x $mrk. great ride from $400m to $6b mc. ft.com/content/3f6952…

@Fpltitan i believe a lot of drug starts are free giveaways, but it seems like good traction nonetheless.

$TNXP is going to blast all estimates out of the water. Zack’s saying $17M sales for all of 2026, yet weekly sales in Feb are already hitting around $1 million before insurance coverage even kicks in. How many weeks in a year again? 🤪

@electionsjoe still concerning that there are 16,216 people who are completely brain dead in that district.

AND THERE YOU HAVE IT. DEMS HAVE FLIPPED DONALD TRUMP'S VERY OWN FLORIDA STATE HOUSE DISTRICT. WINNING THE TRUMP +12 DISTRICT BY 2, A 14 POINT SHIFT TO THE LEFT.

@A_May_MD i don't worry about $nvo - just accumulate and forget about it. amycretin will be even bigger (assuming no new safety signals arise in ph3). 🥱

$NVO oral is on the fastest drug launch trajectory of all time, regulatory agencies are finally cracking down on the *massive* pirated drug market that has eroded their bottom line, the stock has done a 5 year full round trip of the entire obesity run up…and $NVO still can’t catch a bid 🤷🏻‍♂️ Something’s gotta give?

@Jonny_fun_guy yes, but they still have the optionality of prioritizing that program, if strategically necessary.

@financebully correct, and I agree but CGEM chose not to develop the BCMA asset on it's own and sent it to China in order to focus on cd-19 which is the better MOA.

Overpaid should of bought $cgem cd-19>bmca businesswire.com/news/home/2026…

@Sanctuary_Bio unfortunately, there are a lot of greedy and dumb cowards in this country - many in biopharma.

Just have to say It’s incredibly disappointing that people are willing to turn a blind eye to pure idiocy and corruption just because they got theirs. Like how sad is that? Don’t you want your kids to grow up in a society that values honesty and ethics?

@Arhdan9 @pfizer @valnevaSE nice timing @SethLederman $tnxp tnx-4800 ir.tonixpharma.com/news-events/pr…

$TNXP Today 2 very positive news: The first is #TACO, remembered he said he couldn't find anyone to talk with days ago; The second is @pfizer & @valnevaSE saw their P3 Lyme vaccine trial failed in primary endpoint, which bodes really well for $TNXP TNX-4800 Lyme P2/3 ready trial.

@WassimLaroussi3 i wouldn't make any judgments based on 1/2 qrtr in sales. 2-3 full qrtrs will demonstrate what payers, prescribers and patients take up. in addition, 1l is the goal here, r&r patients are just a starting point.

$KURA vs $SNDX While Kura's drug has more potential to move frontline (based on safety profile) - it's still lagging in "Marketing" and Commercialization. Prescribers would most likely look (google) for the drug by drug name, while consumers would look for the brand name. Google Trends $KURA looking very attractive at current valuation, but they need to change the way they are commercializing their product.

@monaco_biotech nice update. 🤞part b placebo-controlled study replicates these results.

$APGE Apogee Therapeutics Announces Positive Phase 2 Part A 52-Week Data of Zumilokibart (APG777), Demonstrating Maintenance and Deepening of Responses with Every 3- and 6-Month Dosing in Moderate-to-Severe Atopic Dermatitis • BioPharmCatalyst biopharmcatalyst.com/company/APGE/n…