Quitetheskeptic
53 posts
This new gene therapy will be the biggest Lilly med ever… bugger than Mounjaro or Reta.
Unreal.
Crémieux@cremieuxrecueil
Eli Lilly has done it. They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol. That means they'll be able to effectively prevent most heart disease with a single infusion!
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@TripleGateCaptl Company has not been forthcoming since last yr. Eu chmp is contingent on CTLT so it’s likely going to be a negative opinion. I think most aren’t paying attention to how significant EU approval is
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@QuiteSkeptic Has mgmt been honest in the way they have presented the issues at Catalent, Novo’s work or the FDA’s “alignment” with novo???
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$SRRK is 💩 on their shareholders, lol!
Catalent re-inspection = TOTAL FAILURE!
No - Warning Letter closeout in 2026
No - EU approval
No - Early FDA approval
No - Mgmt credibility
Read the Form 483: tinyurl.com/NVO2026Form483
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@TripleGateCaptl Company likely lying about the oral arguments regarding CHMP
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$INSM Q1 Brinsupri sales $208 million, above sell-side consensus but below the buyside "whisper" expectation that has moved around from the $2-teens to $220-ish.
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$CYTK strong efficiency, strong safety profile. Very undervalued now.
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@Biohazard3737 the effect size is negligible -- another drug priced incredibly high for no benefit and a higher percentage of heart failure
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I am certain $LLy going to move on one of the Pan RAS molecular glues and it is not going to be $RVMD ( CEO recently discussed why ).
Lilly is visionary in M&A they can’t let this opportunity pass 20-30% of all cancers.
I believe will be $ERAS ( unless $MRK or $JNJ put all their balance sheets behind such a deal )
Could also grab $TNGX at same time ( 10-15% of all cancers )
Bioinvestor24@bioinvestor24
$LLY that committed $7 B for in vivo car on 4 pt would not offer $ERAS $10 B tomorrow for a drug that looks totally derisked? .. how about $MRK $JNJ ( what else can get $JNJ to $50 B onc plan ) $ROG etc. this is the usual silly post data reaction . Was the expectation 100% RR in lung ca ? Just imagine long term $ERAS drug dose 32 mg vs $RVMD 300 mg with more GI issues .. this is presuming everything else is equivalent ..
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@adamfeuerstein @adamfeuerstein you long? The amount of tweets and justification for this ..... its a 6bn ph1 dataset that has some big question marks. Needs a discount
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Last word on this tonight...
$ERAS may have an active and safe pan-RAS inhibitor that can compete with $RVMD. But what you read and heard tonight from Erasca management was a muddled mess of confusing data disclosures and poor explanations/excuses for legit safety concerns.
Erasca is the RAS underdog but I'm pretty sure RevMed isn't too worried after this performance. Erasca needs to regroup and rethink its approach to data disclosure. It needs to do better.
Just some helpful advice from me...
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@adamfeuerstein All unconfirmed and no granularity of the safety
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$ERAS -10% AH. Reason(s), anyone? Chime in, please. Sell the news, or red flag in the data?
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@Biotech_FC @cosmokramer313 @MM3915038575333 @lesyncai Salim's math is based on his enrollment estimations, which are conservative estimates 8weeks vs 3weeks for SEQUOIA ..... even so its mid-May.
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@Biotech_FC @cosmokramer313 @MM3915038575333 @lesyncai 1) you are referencing Salim 2) the primary analysis is 36 wk vs 48wk for mava study 3) the OLE has addtl timepts, but an OLE has nothing to do with the trigger of the primary. The JPN cohort recruitment was theorized but its confirmed they dont need that cohort for unblinding
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@Bionavgator if one hits and one doesn't this is game over for Blummy
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$cytk as acacia readout is nearing, her eare some scenarios with how stock moves .
1. Both PEs hit- $85-$120
2. Both PEs missed- $30-$35
3. KCCQ met, pvo2 miss - $40-$55
If scenario 1, it will own hcm, 5-6b peak sales, m&a back on the table..20-25b powerhouse eventually..
If scenario2 , tough to raise cash..they need to raise debt or cash in the next few quarters (220mil burn per quarter)
If scenario 3, its a tough sell for nhcm patients..
Meeting Pvo2 is critical, which is what investors are interested to see..
size accordingly..😀
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@houmanhemmati @Merck I get all that, and point taken. Regeneron will be fine. I'm a bit uneasy about the precedent, that's all. Return on investment is important, particularly for smaller companies and their investors. Capitalism works!
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$REGN wins FDA approval for its gene therapy to treat a very rare genetic form of hearing loss. The company is giving away the therapy for free.
OTOF-related hearing loss affects approx. 50 newborns per year, so really rare, but... are there any concerns from other gene therapy makers about a precedent being set whereby an otherwise expensive treatment is given away for free?
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@lesyncai yes but their primary endpoint is different than the Mava studies
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@QuiteSkeptic the time has already exceed the time they used for SEQUOIA and MAPLE topline results...
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$CYTK taking this much time to release data may be to dangle the extension data with further time to justify a failed study.
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anyone else wondering where the hell are these data? $CYTK
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@JialiangLiang No, with 1L lung $RVMD would worth way more than that
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Note data cut off at 1st Dec 2025
So $MRK had seen all of these data from $RVMD and still decided ~$30b was too expensive? 🤯
Banana Oncology@Banana_Oncology
Actual slides from $RVMD 1L PDAC Darax+Chemo
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