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Emmanuele
69.1K posts
Emmanuele
@Biotech2050
No investment advice. Do your own DD Market is all about taking the shares from the weak holders& providing opportunities to those that have the stamina to hold
เข้าร่วม Nisan 2014
1.6K กำลังติดตาม6.2K ผู้ติดตาม
Emmanuele รีทวีตแล้ว
$SGMO Fabry trial just updated
2 year data should now be available with data cutoff april 10, 2026 (last friday)
tic toc ... PR
#version-content-panel" target="_blank" rel="nofollow noopener">clinicaltrials.gov/study/NCT04046…
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Emmanuele รีทวีตแล้ว
$TGTX JP Morgan $TGTX OW Momentum Could Start to Build Heading into
SubQ Readout: The SubQ data around YE26/1Q27 will unlock the ability for Briumvi to
tap into the subQ segment. Based on investor feedback, we expect shares to regain traction
approaching this catalyst.
dough@semodough
$TGTX almost daily now you see Ocrevus patients switching to Briumvi sighting “crap gap” often “I was on O for 6 years. Crap gap kept being earlier and earlier. Switched to Briumvi 2 years ago. It has been nothing short of a normal life with no crap gap. @1capplegate will only accelerate starts/switches
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Emmanuele รีทวีตแล้ว
$SGMO FDA Issues Draft Guidance on Genome Editing Safety Standards to Advance Gene Therapy Development
“Genome editing holds extraordinary promise for treating previously incurable genetic diseases,...
said FDA Commissioner -@DrMakaryFDA
fda.gov/news-events/pr…
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Emmanuele รีทวีตแล้ว
@semodough $BMY Iberdomide phase 3 update:
“Demonstrated a Significant Improvement in Minimal Residual Disease Negativity Rates in Relapsed or Refractory Multiple Myeloma”
news.bms.com/news/corporate…
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$BMY RBC model shows REVENUE/EPS decline well - 12 BILLION in 4 years $BMY M&A coming - big one or multiple bolt ons #BIOTECHS $XBI
dough@semodough
$BMY why it needs multiple deals - Revenue will decline in 2026 - 2030 8 billion ?? $XBI #Biotechs
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@semodough Embedded in this tweet is another short video of $TGTX director who is lead investigator on $BMY iberdomide & CC-92480 discussing the potency of these emerging drugs. Wouldn’t it be great if $TGTX merged into $BMY ! Both have under appreciated mega blockbuster drugs!
Emmanuele@Biotech2050
@JacobPlieth Special request from an ex Celgene holder. Can you pls get feedback on $BMY celmods iberdomide (CC-220) and CC-92480. Maybe also have a chat with @SagarLonialMD at #ASH23 A video of his on the “Benefits of CELMoDs over IMiDs in multiple myeloma” #mmsm youtube.com/watch?v=i1pfSm…
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@semodough The market is grossly underestimating the potential of $BMY ‘s upcoming iberdomide (CC-220) & CC-92480 which are multiple times more potent & effective than Revlimid which had $12B+ peak revenues. Here is $TGTX director @SagarLonialMD explaining it in 2020. Soon on the market
Emmanuele@Biotech2050
Dr Sagar Lonial @SagarLonialMD discussing CC-92480 CC-220 #mmsm $BMY @grpetersen1 youtu.be/VeFjDVVjpqw
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Emmanuele รีทวีตแล้ว
$KPTI
1) OS signal in MF needs to mature and could translate into $500M-$1B if it holds up. No drug has shown survival benefit on top of Jakafi.
2) endometrial cancer wild type p53 opportunity is very underrated. $1B-$2B possible if mid year read out replicates the impressive subgroup benefit seen in prior ph3. Interesting to see gap between market and EC research community.
Link to recent take on Selinexor EC data(18.3 minute mark). 👇
youtu.be/jiGN4eco5z4?si…
YouTube
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Emmanuele รีทวีตแล้ว
Investors after looking at their portfolios this morning
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Emmanuele รีทวีตแล้ว
$TGTX CEO compensation package aligned with shareholders' interests.
Entitled in 2021 to a $16.67M cash bonus if market cap achieves $10B for a sustained period of time
Entitled yesterday to 750,000 TGTX shares if share price outperforms $NBI
Cumulatively owns 13.8M shares
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Emmanuele รีทวีตแล้ว
Reminder that since 2021 $tgtx CEO Michael Weiss has in his contract an extra bonus payment if he sells $tgtx for atleast 10 Bn USD = 63.3$ per share till June 17, 2026.
reminds me of the quote
*show me the incentive and i'll show you the outcome*
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Emmanuele รีทวีตแล้ว
$TGTX corresponding to recent study published in the journal MSology, a whopping 61% of Ocrevus patients in the study experienced the dreaded "crap gap." That's a pretty significant percentage!
R@Lucy3370
$tgtx another big detail just noticed. In cohort 1 - 62% experienced the “crap gap” with Ocrevus In cohort 2 - 57% experience the “crap gap” With Ocrevus This is super high & all wud b potential switches imho. That’s a huge positive
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Emmanuele รีทวีตแล้ว
$TGTX almost daily now you see Ocrevus patients switching to Briumvi sighting “crap gap” often “I was on O for 6 years. Crap gap kept being earlier and earlier. Switched to Briumvi 2 years ago. It has been nothing short of a normal life with no crap gap. @1capplegate will only accelerate starts/switches
dough@semodough
$TGTX corresponding to recent study published in the journal MSology, a whopping 61% of Ocrevus patients in the study experienced the dreaded "crap gap." That's a pretty significant percentage!
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Emmanuele รีทวีตแล้ว
$TGTX Cowen model goes out even longer but clearly see #Briumvi Duration /retention continues in coming years with patents thru 2042+. Sub-q - Azer upside catalysts this year
dough@semodough
$TGTX JP pic showing $TGTX -#Briumvi Duration/retention coming into full view
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Emmanuele รีทวีตแล้ว
📽️THE TANKER
There's an extraordinary race underway on the high seas, as nations vie to secure increasingly scarce shipments of fuel.
In our latest on the economics of this conflict we track one such ship & ask: why is Britain so exposed?
The answer is not v reassuring.
Watch👇
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Emmanuele รีทวีตแล้ว
Jefferies caught up w/ $SGMO mgmt
greater #flexibility on pot'l Fabry #deal #terms and broader #strategic #optionality w/ #pipeline, which we think should speed up negotiations
new CBER director could be constructive
ZF PAIN: ST-503 w/ #interest from multiple pot'l #partners
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Emmanuele รีทวีตแล้ว
$SGMO
Sandy acknowledged our frustration. GOOD
Cash + burn improved materially → net loss down YoY ($97.9M vs $257.8M)
→ cost structure reset worked, opex massively reduced → GOOD
They also fired people in recent weeks (not mentioned, but known)
→ further cost tightening → GOOD
Pain moving forward → GOOD (unfortunately no very good since 0 info on dosing etc. and no fucking analyst question in this)
Prion IND targeted for THIS quarter (Q2) → VERY GOOD
Still prioritizing Fabry partnership → BAD
3 new potential Fabry partners in discussions (likely started post prior deep DD partner drop in October/November) → GOOD
Exploring alternative financing (including other license deals) + asset sales → POTENTIALLY GOOD
Slight potential BLA submission delay for Fabry is annoying, but acceptable as it needs to be a success. They know and play it safe. ANNOYING
No info on delisting issue -> BAD or GOOD
RS seems off the table, which is POTENTIALLY GOOD.
⸻
Net:
As expected. Nothing new really.
Stabilization call with lots of stutter. The pressure is on and they start to feel it.
Not exciting.
No collapse either
They are:
- cutting burn (without directly saying)
- extending runway
- advancing the two programs that actually matter (Pain + Prion)
Equation remains simple:
→ execute + land deal(s)
→ or dilute trying
Regardless of the cash constraint and potential for another dilution, I’d call it a great opportunity - arguably the best in the market.
Thesis stable. Guidance remains.
Sören Creutzburg@Soeren_Berlin
$SGMO I expect nothing but the usual word salad. Promising conversations regarding licensing deals. One of those (MINT) already in very advanced discussions. They might also highlight that partners are really excited about their progress in pain and highly anticipate the prion trial start — expecting new deals and potentially the first milestones within 2026. The biggest update is going to be that they’ve started the pain trial and are already advanced in dosing (25+ patients dosed, I hope), with first data potentially before the end of Q2 — and that they feel very positive about initial observed tolerability and safety. I expect to hear that the Fabry BLA submission is expected to be completed within the next 4–7 weeks and that they are very positive about it. I don’t expect clarity on the commercial path forward (whether asset sale, solo commercialization, or a partner). I also expect cash to arrive and a timely solution to boost SP and avoid delisting, but I can’t imagine them to announce something like that during ER call anymore… So I’d take any positive cash news as a positive surprise…
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Emmanuele รีทวีตแล้ว
Emmanuele รีทวีตแล้ว
Emmanuele รีทวีตแล้ว
$SGMO told Jefferies that we will hear more on the #Epigenetic editing trial on #Mondays CC ...
Phoenix Biotech@BiotechAnalysst
$SGMO We are excited to announce the publication of a manuscript in #ScienceTranslationalMedicine detailing the preclinical safety and pharmacology of ST-503, our investigational epigenetic regulator for the treatment of chronic neuropathic pain. investor.sangamo.com/static-files/0…
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