Watching from the hill

@EconstratPB Yes a new, different deal every half hour. If this nonsense keeps going we are probably getting closer to the Gulf countries making a deal with Iran and telling the US to take a hike.

Do we have a deal yet? 😂

@GermanBiotech Interesting. But look at abstract for SSGJ 707 that Pfizer in-licensed. ORR 68% as monotherapy. Caveat of course Chinese data but still impressive.

$BNTX presents several interesting study results at #ASCO26 Phase 2 data from ROSETTA Lung-02, a global randomized phase 2/3 trial of pumitamig (PD-L1 × VEGF-A bsAb) + chemotherapy in 1L NSCLC. /1

@jesse_brodkin These all pale in comparison to the Isomorphic Labs Series B. Get ready for the next wave.

Here you go Ron. Hope this helps

@monaco_biotech The world has adopted a complete degen gambling mindset.

@viewfromahill9 It could be anything. But you should check out Serenity's follower count. This hype is real. That's why I mentioned it.

😭 That was the reason $KURA was or is up a lot lol

@jfais20 @Maximus_Holla Ah ok, yes. Should help solidify its use in first line. 2nd drug is still 2-5 years away depending on data and expedited path.

@Maximus_Holla @viewfromahill9 PDUFA is for extending the DoR on existing label for Ibtrozi, not safu

$NUVB oldie friend ... worth a revisit if can hold and build over 4! We played last time from 2 to high 9! @jfais20 Stanley Druckenmiller added in recent 13F... 20% SI! one approved drug already and other PDUFA in Jan 2027!

@FinEconGlobal @eveningdoji Probably that is an issue, especially with more esoteric data. I asked it to provide the source for all the data so I could check it. All was accurate. I am sure the models will get better over time.

@FinEconGlobal @eveningdoji Yes agreed won’t completely obsolete it but I was impressed how the model I used for the pitch deck took the theme, went and found relevant data, integrated it while providing the references and even threw in ideas and concepts that I hadn’t even thought of that were useful.

@FinEconGlobal @eveningdoji That’s a position that will get obsoleted by Ai or at least will change drastically with many fewer analysts needed. I cranked out a pitch deck last week in 10min. Sure I needed to modify a few things but first cut was 85% of the way there.

@FinEconGlobal lol I thought they were only that hard core in the US didn’t know they were also like that up in Canada.

@FinEconGlobal lol ai just means bankers can skip that crappy two year hazing period called “analyst”

@jesse_brodkin @idalopirdine Honestly wouldn’t even surprise me at this point. I mean hey why not, old Missling would fit in quite well with this administration.

Who replaces Makary?

@StockPatternPro Any sense at to what will happen to Semiconductors now that they have hit your near term target?

Yes. I'm going to share all the Space exploration stocks patterns I like for subs today. They are coming

@CloisterRes Doing work on it now. Question is can they partner their clinical assets? Malt1 maybe given responses seen, Wee1 prob not. Will tox predictive software takeoff? There is a chance. Not sure about new Ai agentic product Bunsen. They need a way to get better royalties on products.

$SDGR kind of a weird company, but trading at 4x sales? Not sure if there's a real value case here that can have high conviction in, but intrigued by the idea that they are kind of an underappreciated AI play in biotech (one that is actually real...). Anyone follow?

When u find out the PharmD from California is now long your biggest position

@Sanctuary_Bio Interesting, a big bet. Haven’t seen the data yet but the early data must be showing something special, or it’s just a bad bet by UCB. Can they keep the efficacy and get a safety profile closer to the CD19 bispecs? If this needs to be dosed inpatient it’s more of a niche tx.

2B upfront. Lead is P1 BCMA bispecific in autoimmune

@Jpath5211591 @A_May_MD Yes bispecifics can have their issues but developing an antibody combo is no walk in the park. Theoretically you could combine all kinds of cytokine blockers into a cocktail drug to boost efficacy but no one does that. Why?

@A_May_MD @viewfromahill9 Good point about developing extended versions, but bi-specific antibodies have potential problems: steric hindrance, more auto0antibody effect, and far less flexibility with dosing each component. This market is big enough for ORKA, SYRE and APGE to be successful.

$ABBV confirming this morning they are taking forward their extended half life IL23. Sorry $ORKA. There’s yet another competitor for you. Oh, and $SYRE…. $ABBV also has an extended half life BISPECIFIC antibody for both IL23 and TL1A. $SYRE has both of those programs individually…their plan is to give 2 separate drugs together. $ABBV already has it as one drug. This makes a *huge* difference in the clinical trial cost and speed, because $SYRE is going to have to run insanely expensive trials with multiple different combo arms (FDA requiring this). $ABBV will breeze right through and with much less expense. See $JNJ’s P2 UC study enrolling 600 patients (!!!!!!) with 1:2:2:2:2:2 randomization (no, I’m not making a joke - 1:2:2:2:2:2). Good luck $SYRE. Better raise a few billion more. Going to be a long haul just to compete against a bunch of generics and branded extended half life bispecs antibodies to boot! “But $SYRE has a4b7 too!!!” Clearly these pharmas aren’t bothered by making these extended half life antibodies themselves. Why pay a premium (maybe $12B??) on top of the current $8B price tag today for an early stage asset? Again, this thing is open label P2a stage……. We got extended half life antibodies at home. Pop the bubble.

@A_May_MD Yeah XNCR developed their own product with their own technology. Didn’t inlicense from Paragon so they aren’t cool enough.

@viewfromahill9 Yep those 1:2:2:2:2:2 trials are going to be an absolute bitch. $XNCR not even a billion. Not part of the YTE cabal, so there you go. Efficient markets!

@A_May_MD Will be a tricky clinical path as you will have to do a factoral study to justify how much of each antibody to use. Also Xencor has a extended TLA1/IL23 bispecific going into p1.

@viewfromahill9 Yes that’s what they’re doing. $ABBV has the bispec