HealthcareInvestor

$SLNO Disappointing headline value. Hope the board is able to negotiate a better deal for shareholders. Perhaps there’s a CVR component but FT rarely misses on deal value inclusive of the CVR…

One contestant picked $aclx in #biosquidgames, it will not win the contest at about $82% gain for the year but congrats to @Healthcare_LS who amazingly predicted a $120 target and it’s getting bought out for $115+5=$120. Wow, what a call 👏🍻

I guess not winning the BioX contest but maybe get two picks next year for getting PT pretty close $ACLX

@anthonystaj @btcbabey Agree

@btcbabey @Healthcare_LS I don't hate the AA program that much, it can stay. Still presents an operational risk as far as I'm concerned. But asthma, cancer, and whatever else they are trying to cook up .....no. just focus on what's going to get across the finish line.

The data is good. The raise is good. But we, as a community, should encourage $nktr to drop literally everything other than AtD. Pause. Everything. Else. Stop spending money. You have a drug

@jeromeleonard5 @Biotech_AI Hear you. Just thinking about positioning.

@Healthcare_LS @Biotech_AI Nope. We’ll see. The longer it takes the better in the end

When could we expect $IDYA Topline data, including median PFS in Randomized Pivotal Phase 2/3 Trial (OptimUM-02) of Darovasertib in Combination with Crizotinib in First-line HLA*A2-Negative Metastatic Uveal Melanoma?

@jeromeleonard5 @Biotech_AI Nothing yet. You think they put it out at JPM? Would’ve thought they put it ahead of time for folks to review and then have conversations post-data.

@Biotech_AI Most likely coming week

@BalaBioResearch They did fire their CMO recently. Hopefully good news but wouldn’t be surprised if liver issues surface.

$CRNX don’t bag me to start the year keep those livers safe

@DA_Capital_ @threadanddoc Data is out. Check the final PDF under the latest event. Mixed imo. Curves show separation which is good but deaths higher vs last report due to later cutoff date. Liver tox is a real concern. Struggle with valuation at current price but feels like a consensus short…

@threadanddoc How is this shit stock up 9% We get full data in a couple days, right?

$inbx Mark I'll never fade u again 💔, just this one time

New $AVXL investment memo up. Happy to hear any opposing arguments.

@Michaelrose102 To the point on numbers not having changed, this is their investor pres from Aug 2024.

@Michaelrose102 RZ402 on the other hand has a targeted mechanism of action which bypasses defective KATP channels and avoids systemic side effects.

New $RZLT investment memo. Think it’s a compelling setup - happy to hear any competing arguments. open.substack.com/pub/stillainte…

@Michaelrose102 From their June 27, 2023 special call: In the US and Europe, each market has roughly 3,500 individuals. Here using 7k number.

@Healthcare_LS Where did you get CHI addressable patients number?? Even the company’s number is half of that