James

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James

James

@jamesc_867

Do your own due diligence

Katılım Şubat 2025
68 Takip Edilen271 Takipçiler
BadInvestor9
BadInvestor9@badinvestor99·
$cue now has a clinical anti-IgE drug that has shown 67% UAS7 ≤6 in CSU and phase 2 data coming in the coming months… hmmmm $xbi
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James
James@jamesc_867·
Buy $cue 🫡
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pork@Taintslapp12283·
$abvx bahahahhaha they tried to tell you this hiring was good. Ya boy tells you 110. When 90s MAMAAAAA
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Anthony
Anthony@anthonystaj·
$SABS video has dropped. also on YT, dropping the link in comments
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Banana Oncology
Banana Oncology@Banana_Oncology·
@houndcl was the first and major whistleblower for the Time-of-day @naturemedicine paper, which resulted in significant investigations across biomedical field and subsequent editorial actions for the paper This had major impacts in saving research fundings and patient outcome. But in return @houndcl was banned from X Can @elonmusk and @nikitabier please look into this? And can big BioX & academic accounts please help retweeting for awareness too? #freehoundcl
Anthony@anthonystaj

so our guy @houndcl of infamy has had his appeal denied. guilty of questioning research. #freehoundcl @nikitabier

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pork@Taintslapp12283·
$ABVX looks like diq early
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pork@Taintslapp12283·
$ABVX sorry I woke up and now have digested the news. PM pump, dump later. 126 HOD. Fake news.
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pork@Taintslapp12283·
$abvx sub 100 today possible?
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Anthony
Anthony@anthonystaj·
long🧵on $SABS. full report on substack. this is a full-on bullish report. can you believe it? I've been long since $2 and $20m mc. now sitting at $4.50 and $200m mc I'm still very bullish, but it's a very high risk biotech (as they all are)
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pork@Taintslapp12283·
When $ABVX buyout happens there will be a massive feast on me for shareholders at Texas Roadhouse. My international brothers … @seedy19tron @justkissmyRezpe @Octopusking77 @smithy05261244 @AnotherKoreanX and some I have missed. You will be treated to the pinnacle of American cuisine . I assure you there is no comparison in your home countries. On $ABVX buyout day….WE EAT LIKE KINGS!!!!!!
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James
James@jamesc_867·
@idalopirdine It definitely has a place in therapy, but GH001 is a better play. Remember CMPS is drug+psychotherapy....
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Snaking
Snaking@idalopirdine·
I see the market doesn't know what the fuck to do with companies like $CMPS after results, weirdest reactions
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James@jamesc_867·
@plainyogurt21 @aditharun_ The dosing is variable. Approx. 40% only had one dose (IDR) upto 6 month , where as others had re dosing (IDR) through the 6 month period. And keep in mind the GH001 dosing can take up to 3 hours (1 hour each doses increase). But no doubt imo GH001 is much more impressive
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Adith Arun
Adith Arun@aditharun_·
$cmps cmp360 angle of differentiation from spravato rests on requiring less patient visits for similar level of efficacy. But, how MANY less visits in year 1 and year 2? Spravato: weeks 1-4 (8 visits), weeks 5-8 (4 visits), week 9 - 52 (22 visits), year 2 (26 visits). So year 1 = 34, year 2 = 26. Total is 60. cmp360: we don't really know where the upper bound is yet but we can project option a: it requires dosing every 6 weeks. we know it can work for 6 weeks at a time. CMP005 6-week efficacy read out proved that. This means 9 visits a year. 18 for 2 years. option b: it requires dosing every 9 weeks. We'll find out if this works in q1 2026. 6 visits a year, 12 for 2 years. option c: it requires dosing every 26 weeks. We'll also find out if this works in q1 2026. That's twice a year. So, 4 visits over 2 years. Even if option b and c do NOT hold, option a which we know is true results in 18 visits vs. 60 visits across the first 2 years. That's an incredible gap. Imagine HOW MANY MORE patients you can treat and how much time that frees up for your staff to do other procedures, see patients, etc. So, even in the worst case (option a), its a 70% reduction in visits. Patients would love that. Providers would love that. With CMP360, patients still need 6-8 hour session when they do come in. And, this will not scale as easily as an unmonitored treatment / treatment that takes 30 minutes. But, its still a considerable gain in resource utilization relative to spravato (or ect). Slew of psilocybin drugs in trials mostly for MDD and remains to be seen if these drugs can be as or more effective than CMP360 in treatment-resistant depression (subset of MDD with higher severity compared to entire MDD bucket). Now, perhaps for interventional psychiatry centers (academic and private practice), if patient visits is not a bottleneck / factor for limited uptake, then this could be a relatively meaningless point of differentiation. However, I do not think this is the case.
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Adam May
Adam May@A_May_MD·
Excellent, upsized offering for $NKTR. The company is turning a new page here and IMO the stock is now on the march to $100+, which would still yield a much lower valuation relative to similar stage comps. Will share more thoughts in greater detail soon!
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dough
dough@semodough·
$NKTR Nektar to Hold Conference Call to Discuss Topline Results from the 36-Week Maintenance Period for its REZOLVE-AD Phase 2b Study of Rezpegaldesleukin in Atopic Dermatitis on February 10, 2026 | Nektar Therapeutics ir.nektar.com/news-releases/…
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