Harvey Ramer

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Harvey Ramer

Harvey Ramer

@harvey_ramer

I love stocks. I found my niche in biotech and some tech.

เข้าร่วม Ocak 2021
243 กำลังติดตาม730 ผู้ติดตาม
ทวีตที่ปักหมุด
Harvey Ramer
Harvey Ramer@harvey_ramer·
Harvey Ramer tweet media
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Harvey Ramer
Harvey Ramer@harvey_ramer·
I'm guessing Iran gets hammered pretty hard now.
Rapid Response 47@RapidResponse47

.@VP in Islamabad, Pakistan: "We’ve had a number of substantive discussions with the Iranians. That’s the good news. The bad news is that we have not reached an agreement — and I think that’s bad news for Iran much more than it's bad news for the United States of America."

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Mike Lee
Mike Lee@BasedMikeLee·
It’s almost time for the Senate to resume consideration of the SAVE America Act On a scale of one to ten, how much do you want the Senate to keep debating the bill—as long as it takes—until it passes?
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Massimo
Massimo@Rainmaker1973·
The most numerous animals in the world [🎞️ world. data.ranking]
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Harvey Ramer
Harvey Ramer@harvey_ramer·
Jack. You can't fix stupid. These people who are coming up with these wild conspiracies are not anyone you will win an arguement with. The short answer is yes. The forensic reports are easily within the boundries physics. Bullets fragment, ricochet, ect. The hydraulic energy dispersion upon hitting soft tissue is immediate and overwhelming. And when a bullet fragments, the fragments loose kinetic energy very quickly. I have seen 30.06 not exit a deer without even hitting bone. There are so many variables.
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Jack Posobiec
Jack Posobiec@JackPosobiec·
. @Grok did the 30-06 bullet fragment when hitting Charlie Kirk's bone structure? Address concerns regarding this
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Harvey Ramer
Harvey Ramer@harvey_ramer·
I expect Axpaxli to show non-inferiority to 2mg Eylea dosed on label. I expect Axpaxli to show superiority to HD month 4-6 and 10-12. With the patients being anatomically stable on a 6 month lead in, I don't see them getting exceptional initial benefit from HD that would carry them out past 12-14 weeks.
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John Herschel
John Herschel@john_hersc79276·
@harvey_ramer @BlaseBio Do you expect Axpaxli is numerically superior to HD and/or Eylea in SOL-R? Or just meeting non-inferiority margin? IMO important distinction in terms of expectations
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BaffledBiologist
BaffledBiologist@BlaseBio·
Still blows my mind people looked at the $OCUL data and said this thing doesn't work. Assumptions for the control arm were wildly unrealistic. TKIs are dirty molecules, but they work (ref $EYPT). May be hard for some to swallow.
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Harvey Ramer
Harvey Ramer@harvey_ramer·
Sure. So I believe the patient population in SOL-R will mimic real world results far better than SOL-1. Therefore, I believe Axpaxli performance will more closely resemble US ph1 and you might draw some inference from Eypt data as well. Meanwhile, I would expect Eylea 2mg and HD to perform similiar to what we see in the clinic among stable patients. Anatomical stability does not mean Eylea should show extended durability, in respect to HD.
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John Herschel
John Herschel@john_hersc79276·
@harvey_ramer @BlaseBio Sure You're super bullish on SOL-R, esp against EyleaHD and my fundamental question is... why? The BCVA data in SOL-1 were underwhelming, even if you buy the importance of the primary endpoint in SOL-1 (again refer to figure few posts ago)
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Harvey Ramer
Harvey Ramer@harvey_ramer·
@john_hersc79276 @BlaseBio No. they both enroll as treatment naive; or in SOL-R diagnosed within 4 months. SOL-1 screened for the very highest vegf response. SOL-R screens for anatomical stability.
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John Herschel
John Herschel@john_hersc79276·
@harvey_ramer @BlaseBio you said if there was any way for them to show acceptable efficacy, not whether they could change clinical practice
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Harvey Ramer
Harvey Ramer@harvey_ramer·
No. Sol-1 was screened for patients extremely responsive to vegf therapy. A necessity when considering a superiority study that can actually be done in a reasonable time frame under FDA guidelines. No one knew for sure how long it would take these to loose letters. A novel trial. It's also not safe to assume that 2mg or HD could have maintained this group at the level they acheived at randomization. Although it is a possibility. SOL-R is being screened for anatomical stability. These 2 patient groups are not close to the same.
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John Herschel
John Herschel@john_hersc79276·
@harvey_ramer @BlaseBio by "entirely different" I assume you are referencing that SOL-1 was specifically VEGF naive (apart from loading doses on study)? I agree the difference vs SOL-R important, but I don't see why you are assuming that implies a superior result for Axpaxli on BCVA in SOL-R
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Harvey Ramer
Harvey Ramer@harvey_ramer·
@john_hersc79276 @BlaseBio I might also add, if there was any way for HD to show acceptable efficacy at 6 month dosing intervals, Regn would be all over it.
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John Herschel
John Herschel@john_hersc79276·
@harvey_ramer @BlaseBio what are you seeing in the first ~24 weeks there that makes you think that the BCVA from axpaxli is going to outperform in SOL-R? Beyond week ~24, I agree it's hard to interpret given significant number of rescues. But the data up to week 24 is essentially ITT
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John Herschel
John Herschel@john_hersc79276·
@harvey_ramer @BlaseBio Yes but SOL-R is a different endpoint. Axpaxli is not going to outperform HD on BCVA based on SOL-1 data. It may achieve "non-inferiority" with margin of 4 letters, but that's not saying it it's equivalent to HD. HD will be numerically superior to Axpaxli in SOL-R.
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Cernovich
Cernovich@Cernovich·
In 2022, Lindsay Graham proposed a federal abortion ban near the midterms. Zero chance of passing. Z E R O. That did more harm electorally than any podcaster. It was obviously done to increase Democrat voter turnout and make abortion a singular issue. Sabotage.
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Emmanuel Macron
Emmanuel Macron@EmmanuelMacron·
I spoke today with Iranian President Massoud Pezeshkian, as well as with U.S. President Donald Trump. I told both of them that their decision to accept a ceasefire was the best possible one. I expressed my hope that the ceasefire will be fully respected by each of the belligerents, across all areas of confrontation, including in Lebanon. This is a necessary condition for the ceasefire to be credible and lasting. It must open the way to comprehensive negotiations capable of ensuring security for all in the Middle East. Any agreement will have to address the concerns raised by Iran’s nuclear and ballistic missile programs, as well as its regional policy and its actions obstructing navigation through the Strait of Hormuz. This is how a strong and lasting peace can be built, with the support of all those who are able to contribute to it. France will play its full part, in close coordination with its partners in the Middle East. This is also what I discussed today in my exchanges with the leaders of Qatar, the United Arab Emirates, Lebanon, and Iraq.
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