bnuoH

@byebyegoodguy @CloisterRes It's just a friendly reminder to everyone that pls don't expect ZERO cases. There might be even a slight increase in cases per person years due to more complex medical history but everything will be within the normal range.

@CloisterRes Could it be a flex? Sry trying to cope

Oh lawd

ELTX needs a phase 3 trial with N ~300 to power HR 0.65 (let's assume it's true...lol). Cash runway till Q4 2026.

Company also blamed that the treatment group has more R1 pts, who are more likely to relapse. But the early separation pattern is present even if excluding R1. In fact, the outcome of R0 in the control was WORSE than R1. Makes zero sense.

$ELTX The separation of KM curves only occurred during the dosing period. This is opposite to what a vaccine is supposed to do. C'mon. This drug doesn't work.

The IBD game has completely changed from symptom management (CR) to complete disease healing (ER). Now everyone will be forced to release ER. I don’t see CD failing with this kind of ER. I won’t be shocked if FDA also updates UC trial design & endpoint guidelines in future with emphasis on ER as important endpoint for approval. Patients love CR together ER over only getting CR while underlying disease is still there in bowel.

@financebully @thsgolfnut 50mg responders 2:1:1 to 50mg, 25mg, pbo 25mg responders 1:1 to 25mg, pbo Unlike 25mg & pbo, the 50mg maint arm is only sourced from the 50mg induction arm. More AT-IR responders in the 50mg induction arm because 50mg dose did a better job. Thus, the baseline is imbalanced.

@thsgolfnut patients in the obe 50mg arm were 7x more likely to be diagnosed with cancer, despite the trial being randomized - thus, baseline characteristics should be evenly split approx. blaming increased cases on baseline anomalies, rather than being influenced by the drug is a stretch.

$abvx investor, but let’s be objective. company considers high-risk anomalies for the 7 cancers, but baseline traits should be more uniform. why wouldn't cases distribute evenly across arms? m&a strategics will catch the 7:1 ratio & colonic dysplasia hidden in footnotes.

Exactly the same bug as in my case.

Our friend @bingbingbom is banned for no obvious reason.

$TNGX FDA will probably ask for a run-in safety for the phase 3: - 200mg Vopi + 100mg Darax okay safety - 250mg Vopi + 100mg Darax boom! 2/4 DLTs - Exposure of 100mg Darax in combo is similar to 300mg mono Darax. DDI! Meanwhile NSCLC MTD is 220mg (prob due to pneumonitis risk).

@ElMonoGran42994 All current oral drugs for UC are absorbed systemically then distributed to other tissues including colon. Strict intestinal topical drug will have a hard time penetrate the mucosa & maintain a sustained PD.

@lcbnuoH Isn’t the residence time always a concern with any oral drug for UC ?

$ADIL Unlike other AhR agonist, Indirubin has a polypharmacology where low concentration functions as AhR agonist then at a slightly higher concentration it becomes GSK3b inhibitor. Good luck.

@BiotechObserver @BenWil46805 Based on what I've heard these days, most institutions are laser focusing on safety signals in part 2. Ofc, safety is critical, but ultimately it's a risk reward compared to the current options e.g. Jaks.

@lcbnuoH @BenWil46805 What do you mean "that nobody cares about" ?

$ABVX the part 2 induction non-responder efficacy that nobody cares about.

@WassimLaroussi3 @Banana_Oncology

@Banana_Oncology @lcbnuoH I’m a little confused - houndcl never posted tickers… is that really you?

those who followed me without reading my tweets will be bagged.

@FidelisAurelius Moderately bullish. The readout is significantly overdue. The most likely outcome is Roche's Inavolisib failed to beat Aplelisib in a more powered trial. Probably already priced in, but it will be a readthrough to other PI3Ka-selective inhibitors in 2L ABC.

@lcbnuoH My lord, is this bullish or bearish for gedatolisib...?

$CELC Gedatolisib-Aplelisib h2h 2L ABC: Win, HR 0.5 $RHHBY Inavolisib-Aplelisib h2h ABC: 🦗

@BenWil46805 In ph2b study, 1/3 of those who didn't respond to 8-week obefazimod eventually achieved clinical *remission* if treated longer. The part 2 of ph3 has a similar nonresponder population. If data is good it will give doc much confidence obe is just a bit slower than biologics/Jaks.

@lcbnuoH What does this mean? (for the tards) 🧐

@anthonystaj @houndcl bruh

RELEASE THE HOUND(cl) !!!!! @houndcl he's back people!!

@AAMortazavi RM-055 mono Ko'd the doublet of BIC in a preclinical model with 100+ copies of mutant KRas. So mean.

This is mean

$COGT ASCO data suggests Bezuclastinib + Sunitinib combo not only covered the exon 17/18 escape mutations (13mo vs 2mo), but also helped hit exon 11 harder. Note ~1/2 of GIST is KIT exon 11-*only* mutation.

@Banana_Oncology those who read my tweets will remain bagged sorry i forget reminding everybody

@lcbnuoH Bro I followed you and read your tweets, but I'm still bagged 😭