@BiotechPort +1 The new “rates don’t matter anymore” hypothesis floated here only works in case of more relevant buyouts. Otherwise rates will matter for BBC XBI at some point.
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El sordo
6.6K posts
El sordo
@med__twi
Mostly looking for memes and biotech. No advice whatsoever.
Katılım Mayıs 2014
2.3K Takip Edilen788 Takipçiler
$HNSA
Idefirix licensing deal.
€ 110 M upfront + 5 when fully EMA approved from privately held SERB for EU/MENA region.
hansabiopharma.com/media/press-re…
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@JoseRestonVA @STL_Biotech There are a few successful biotech stocks that many of the more famous BioX folks disliked for a variety of reasons. LQDA & TGTX are examples; many were also skeptical about EXEL after its initial approval. It would be interesting to identify similarities here for future cases.
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TGTX (no position) case is interesting. In spite of what one could say about differentiation versus Roche’s Ocrevus (long), if one bought the Briumvi’s FDA approval on 12.28.22 and held through today, one would have far outperformed the XBI and many names in the sector…and revenues have been quite solid and growing. No position in SYRE, but I am waiting for better valuation levels to get in.
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Two companies I hated and was humbled by are TGTX selling their upgraded Rituxan (set to do nearly 1b next year) and AXSM w/ fancy wellbutrin.
Anyway.
Is $SYRE going to one day walz into the UC market against the big boys and make $$$?
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MAKARY OUT!
–
$QURE $CLPT $XBI
MarketNewsFeed@MarketNews_Feed
WALL STREET JOURNAL: TRUMP EXPECTED TO REMOVE FDA COMMISSIONER MARTY MAKARY ...
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Sumco (3436) again soaring in Tokio, now up 19%, should provide good readx for very close German peer Siltronic (WAF)
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El sordo retweetledi
@HoldStocks The report refers to this case from last year. Missed it when it appeared but very interesting clinical implications.
pubmed.ncbi.nlm.nih.gov/41074538/
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El sordo retweetledi
Oil Execs: 'We are starting to see physical shortages emerge in the west'
Market:
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@Anders_Research Thanks for sharing. There is also Deupirfenidone/LYT-100 from Celea/Puretech in dev, hopefully P3 soon.
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New piece on the IPF space and impressive (early) data that reported by both Avalyn Pharma $AVLN ( just completed $300 million IPO) and Stockholm-listed Vicore Pharma $VICO.
IPF set to go from deadlier than cancer to potentially very treatable.
substacktools.com/sharex/yYwc7qfe
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El sordo retweetledi
Belgium plans to nationalize all the country's nuclear power reactors, and says that plans to decommission the plants are now "halted with immediate effect."
Bart De Wever@Bart_DeWever
Er is een akkoord bereikt met ENGIE om de voorwaarden te bepalen en de nodige studies op te starten voor een volledige overname van het Belgische nucleaire park. In afwachting daarvan worden alle ontmantelingsactiviteiten per direct stopgezet. Deze regering kiest voor zekere, betaalbare en duurzame energie. Met minder afhankelijkheid van fossiele import en meer controle over onze eigen voorziening. ——— Un accord a été conclu avec ENGIE afin de définir les conditions et de lancer les études nécessaires en vue d’une reprise complète du parc nucléaire belge. D'ici là, toutes les activités de démantèlement sont suspendues avec effet immédiat. Ce gouvernement fait le choix d'une énergie sûre, abordable et durable, avec moins de dépendance aux importations fossiles et plus de contrôle sur notre propre approvisionnement.
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El sordo retweetledi
Hallo ARD,
Euer Format "Planet Schule" wendet sich speziell an Kinder und Jugendliche. Also eine besondere Verantwortung, sollte man meinen. Bei eurem Schwerpunkt zu Tschernobyl verlinkt ihr (unter "Links und Literatur") zu @Greenpeace, wo noch immer die absurde Zahl von 93.000 Opfern aus einem Uralt-Report der Anti-Atom-NGO verbreitet wird (2006, natürlich ohne peer-review).
Dazu passend wird unter "Medizinische Folgen" direkt ein IPPNW-Vortrag verlinkt. Also eine weitere Anti-Atom-NGO. Übrigens ebenfalls 20 Jahre alt. In dem Vortrag werden WHO & IAEO der Lüge bezichtigt. (Aber, hey: Beim Thema WHO wird es von all den Impfkritikern begeisterte Zustimmung geben. Mit dem Verbreiten von Misstrauen gegenüber wissenschaftlichen Körperschaften liegt Ihr voll im Trend!)
Oder... Wie wäre es stattdessen mit Aufklärung und Erfüllung eures Rundfunkauftrags? Stichwort: "umfassend und AUSGEWOGEN Information, Bildung, ... anbieten" (Jaja: Hervorhebung von mir)
Sie wissen schon: Ich frage für einen Gebührenzahler. 😉
Man könnte zum Beispiel darüber informieren, dass die WHO schon 2005 feststellte, dass frühe Schätzungen hoher Opferzahlen nicht eintraten. Dass diese Schätzungen Methoden anwandten, von denen alle relevanten wissenschaftliche Gremien von ICRP (seit 2007) bis UNSCEAR (seit 2012) inzwischen abraten. Einfach weil es seitdem wissenschaftlichen Fortschritt gab.
Man könnte - nur der Ausgewogenheit halber, Sie verstehen - neben Greenpeace auch andere NGOs verlinken, zb @weplanetint, @WeplanetDACH oder die @Nuklearia. Und vielleicht lassen sich zum 40. Jahrestag von Tschernobyl Quellen finden, die ein wenig aktueller sind als die, die zum 20. Jahrestag gehören?
MfG und voller Vorfreude auf Ihre sicherlich bald verbesserte Webseite!
PS: Der Link, der "Grundsatzinformationen zur Kernkraft" verspricht führt ins Leere. ;)
#ÖRR @ARD_BaB #Kernenergie
Link im ersten Kommentar.
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@avidresearch I initially wrote that the statement that he would have survived had he continued Tx is carries a lot of weight because steroid-refractory pneumonitis has a bad prognosis. If this is nitpicking, so be it. Not saying the drug is worthless.
El sordo@med__twi
@avidresearch I am not assuming that the drug is worthless just trying to guess the likely course of events.
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@med__twi not sure why the nitpicking when >=gr3 pneumonitis is seen with 1-2% in many oncology drugs including a grade 4 seen with daraxonrasib.
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“One Grade 3 TRAE of pneumonitis progressed to Grade 5 after withdrawal of supportive care per patient decision.”
It was being managed and grade 5 would have been avoided if patient didn’t request withdrawal?
2L/3L PDAC patients have very low survival expectancy. Cannot believe this one case is driving the market narrative for $ERAS
Bigger ? for them is if they have the right talent to map an aggressive regulatory pathway. $RVMD is 2-2.5 years ahead of them and they have another incredible follow on RM-055
Adam Feuerstein ✡️@adamfeuerstein
$ERAS safety update, from tonight's slides. One Grade 3 TRAE of pneumonitis progressed to Grade 5 after withdrawal of supportive care per patient decision. The patient was a 66 year-old male with heavily pretreated metastatic pancreatic adenocarcinoma who received 24 mg of ERAS-0015. The patient had pulmonary metastases, a history of right lung cryoablation and no history of lung radiation. The patient presented to the ER approximately a month after starting ERAS-0015 with Grade 3 pneumonitis that was treated aggressively with immediate discontinuation of ERAS-0015, high dose steroids and infliximab. The patient requested withdrawal of supportive care and ultimately died of the event.
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@avidresearch I am not assuming that the drug is worthless just trying to guess the likely course of events.
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@avidresearch If course!
But: They obviously started infliximab which is not first-line tx but typically used for steroid-refractory disease. He likely worsened, so they added infliximab. Afterwards he likely would have required ICU (grade 4) but declined further Tx and went on BSC.
$ERAS
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@AppleHelix @houndcl X shows his account as suspended? Are you able to access it?
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H/T @houndcl. Hurray!! he is ALIVE!!!
$RVMD posted its full Phase 3 RASolute 302 and 301 protocols on EUclinicaltrials.eu.
History of pneumonitis is excluded in the 302 PDAC protocol.
Interestingly, the exclusion criteria was redacted in the 301 NSCLC protocol.
euclinicaltrials.eu/search-for-cli…
euclinicaltrials.eu/search-for-cli…
Banana Oncology@Banana_Oncology
Hey just sharing $RVMD Ph3 NSCLC 2L criteria here... clinicaltrials.gov/study/NCT06881…
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$POET: Sometimes the best calls are the ones that help people not to lose money
🐧@pennycheck
If your buying POET because of some very misleading posts making you think the CFO said in the stocktwits interview they recently did a deal with $MRVL you should probably be aware there is no new deal with MRVL all the CFO said was they have a deal with CelestialAI which has been known for years / that got acquired by $MRVL which is well known. If your invested just understand what it is and what it isnt
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