medullaoblongata78

232 posts

medullaoblongata78

medullaoblongata78

@medulla78

HONK

amERYKAH Katılım Ağustos 2024
50 Takip Edilen8 Takipçiler
*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN'S PRESIDENT SAYS UNDER NO CIRCUMSTANCES WILL IRAN RETREAT FROM THE LEGITIMATE RIGHTS OF THE IRANIAN PEOPLE AND THE COUNTRY
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Michel Doepke
Michel Doepke@doepke_michel·
#Biotech stocks that I believe will be in the triple digits by the end of 2026: $CYTK $NKTR $BBIO $ARWR
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
TRUMP ON UK: WILL BE 'TOUGH' FOR UK'S STARMER TO SURVIVE POLITICALLY UNLESS HE DEALS WITH IMMIGRATION AND ENERGY POLICY
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Monetary Wonk
Monetary Wonk@MonetaryWonk·
@DeItaone God help the people of Iran. Unfortunately they can’t rid themselves of their leaders.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN'S PARLIAMENT SPEAKER ON X: THERE IS NO ALTERNATIVE BUT TO ACCEPT THE RIGHTS OF THE IRANIAN PEOPLE AS LAID OUT IN THE 14-POINT PROPOSAL
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medullaoblongata78
medullaoblongata78@medulla78·
@semodough The Supplemental New Drug Application for MAPLE-HCM was accepted for filing by the U.S. Food and Drug Administration (FDA) with a PDUFA date of November 14, 2026. - value, thats very important!!
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dough
dough@semodough·
$CYTK U.S. Launch of MYQORZO® (aficamten) in Late January Met with Strong Demand; 
Over 275 HCPs Prescribed MYQORZO to an estimated 680 Patients in Q1 ACACIA-HCM Met Dual Primary Endpoints of KCCQ and Maximal Exercise Performance; 
Full Results to be Presented at Upcoming Medical Congress MYQORZO Approved by the European Commission for Adults with Symptomatic Obstructive HCM;
Supplemental NDA for MAPLE-HCM Accepted for Filing by FDA with PDUFA Date of November 14, 2026 Net Product Revenues for MYQORZO of $4.8 Million for Initial Partial Quarter;
~$1.1 Billion in Cash, Cash Equivalents and Investments as of March 31, 2026
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
Trump: I hope Iran's financial system fails
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
US TO PUT DONALD TRUMP’S FACE ON PASSPORTS - FT
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
PRESIDENT FEARS ASSASSINATION ATTEMPTS DAILY: LARA TRUMP Lara Trump said President Donald Trump worries each public appearance could bring another assassination attempt. Speaking on SiriusXM, she described the constant threat as a serious and ongoing concern for the president.
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medullaoblongata78
medullaoblongata78@medulla78·
@DeItaone Mhm, thats what he told Putin. I always tell my dog to take care for the sausages...
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRANIAN FOREIGN MINISTER TOLD RUSSIA'S PUTIN THAT U.S. 'DESTRUCTIVE HABITS', 'UNREASONABLE DEMANDS' AND FREQUENT CHANGES IN POSITIONS ARE SLOWING DIPLOMATIC PROGRESS - IRAN'S FOREIGN MINISTRY ON TELEGRAM
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Adam May
Adam May@A_May_MD·
Tomorrow $ORKA will show P2a data that will tell us whether or not IL23p19 inhibition (the most widely used FDA-approved target for psoriasis treatment in the history of the world) can accomplish a higher PASI100 response rate than placebo in psoriasis patients. Exciting! My opinion? I predict that placebo doesn't stand a chance against the most effective target in the history of psoriasis treatment, as validated by over a decade of evidence from other IL23p19 inhibitors! The stock is already up 115% since a few weeks ago in mid March, so let's hope that the P2a data tomorrow prove that not only can every other IL23p19 inhibitor ever invented treat psoriasis effectively, but also $ORKA's! Otherwise, it sure would be tough to launch against the biosimilar IL23p19 inhibitors on the market! Totally unrelated (because why does valuation matter to anything anyway?) - the fully diluted market cap is getting close to $5B already!
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN’S FOREIGN MINISTER ARAGHCHI: IRANIANS ARE ALL UNITED, MORE THAN EVER BEFORE
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Seedy19
Seedy19@seedy19tron·
Quick update: Adding $abvx (85% of my portfolio now), $cogt , $bcrx (rumour yes but script data looks solid) Holding $anl and $nktr That’s all , some other very small positions like $nxtc and a few more but nothing of note.
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dough
dough@semodough·
$ABVX Piper $ABVX's obefazimod (miR-124 enhancer), doc highlighted it as an exciting novel MoA which demonstrated strong Ph3 induction data in moderate-to-severe active UC. With this, the doc expressed general gastroenterologists will likely need to be educated on the MoA though he believes there is a clear unmet need in the UC treatment paradigm for a convenient QD oral therapy that is effective and safe/tolerable. Specifically, doc reminded us there is no 1L oral therapy for UC patients after they fail 5- ASA where physicians would positively view an oral treatment especially if they are reluctant to put a patient on a mAb or JAK inhibitor. Of course, Ph3 maintenance data will be important in order to fully contextualize obefazimod's product profile in UC. When asked how he would use obefazimod in practice, our doc noted he would expect an oral therapy to fit into 1L use and after one treatment failure where it is important to recognize obefazimod was shown to be effective in patients who failed JAK inhibitors as well
dough@semodough

$PALI Piper Lastly,doc said he is excited for $PALI-2108's IBD program to kick off&progress towards later-stage data, where PALI plans to initiate a Ph2 UC trial in ~3Q26 (2H26). Ultimately, the doc believes there is strong evidence to support PALI-2108's competitive product profile in UC where he thinks a placebo-adjusted ~20% clinical remission rate at 12-weeks would be viewed as a win. Moreover,will be looking at overall safety/tolerability to understand PALI-2108's potential positioning within UC, where we think PALI-2108 is instilled with potential to become an effective and safe/tolerable oral therapeutic option. I N D U S T R Y A p r i l 1 3 , N O T E 2 0 2 6 Topic #1: Overview of doc's practice Our doc's clinic has ~2K IBD patients where ~half are on advanced therapies (biologic or small molecule

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Stef
Stef@Vasi79033·
@Scaramucci Not true - This will reshape history books and military rules of war doctrines for futures to come
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Anthony Scaramucci
Anthony Scaramucci@Scaramucci·
Actual quotes from President Trump: Trump’s “victory timeline” claims. Mar 3: "We won the war." Mar 7: "We defeated Iran." Mar 9: "We must attack Iran." Mar 9: "The war is ending almost completely, and very beautifully. March 10: practically nothing left to target Mar 11: “You never like to say too ⁠early you won. We won. In ​the first hour it was over.” Mar 12: "We did win, but we haven't won completely yet." Mar 13: "We won the war." Mar 14: "Please help us." Mar 15: "If you don't help us, I will certainly remember it." Mar 16: "Actually, we don't need any help at all." Mar 16: "I was just testing to see who's listening to me." Mar 16: "If NATO doesn't help, they will suffer something very bad." Mar 17: "We neither need nor want NATO's help." Mar 17: "I don't need Congressional approval to withdraw from NATO." Mar 18: "Our allies must cooperate in reopening the Strait of Hormuz." Mar 19: "US allies need to get a grip - step up and help open the Strait of Hormuz." Mar 20: "NATO are cowards." Mar 21: "The Strait of Hormuz must be protected by the countries that use it. We don't use it, we don't need to open it." Mar 22: "This is the last time. I will give Iran 48 hours. Open the strait" Mar 22: "Iran is Dead" Mar 23: "We had very good and productive talks with Iran." Mar 24: "We’re making progress." Mar 25: “They gave us a present and the present arrived today. And it was a very big present worth a tremendous amount of money. I’m not going to tell you what that present is, but it was a very significant prize.” Mar 26: "Make a deal, or we’ll just keep blowing them away." Mar 27: "We don’t have to be there for NATO." Mar 28: No major quote Mar 29: Claimed talks were progressing Mar 30: "Open the Strait of Hormuz immediately, or face devastating consequences." Mar 31: Claimed a deal was "very close" and that Iran would "do the right thing" Apr 1: "We’ll see what happens very soon." Apr 2: Repeated that a deal was likely, while warning of continued strikes if not Apr 3: "Something big is going to happen." Apr 4: Said Iran must comply "immediately" or face further consequences. Apr 5: "Open the fuckin' Strait, you crazy bastards, or you'll be living in Hell - JUST WATCH! Praise be to Allah." April 6 :a whole civilization will die April 7: total and complete victory April8: objectives were met A true disaster
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medullaoblongata78
medullaoblongata78@medulla78·
@DeItaone Trumps days are counted. Not a bad character, no character? Thats what the USA are? Take the garbage out of the white house
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
ASKED HOW STRIKING IRANIAN INFRASTRUCTURE WOULD NOT BE A WAR CRIME, TRUMP SAYS: BECAUSE THEY'RE ANIMALS
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Amazing Physics
Amazing Physics@amazing_physics·
BREATHTAKING🚨: Image of Earth captured by Artemis II from space that clearly shows EARTH is NOT FLAT!
Amazing Physics tweet media
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