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2K posts

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@ValueForAll1

Biotech Investor. Not an investment advice, do your DD. DM for specific topics.

United States Tham gia Mart 2021
728 Đang theo dõi768 Người theo dõi
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value@ValueForAll1·
@biochemyst1 BA is really hard. Efficacy has to be measured against the Kasai procedure. MIRM failed that even though they were able to win other indications for their ibat
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Biochemyst@biochemyst1·
@ValueForAll1 BA for NTCP (potentially both 810/811) will be faster accellerated approval for fatal disease in infants with exceptionally clear disease metrics and success criteria. Hurler as a rare disease could be accelerated approval as well.
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value@ValueForAll1·
$prqr Not impressed with that move. Valuation is built by moving the pipeline further down the clinical trials, ProQR is concentrated on very early candidates instead. They are really a research lab, not an exit oriented bio
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value@ValueForAll1·
@BioMan944918473 I haven't said that. But their clinical progress in general is way slower than peers
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BioMan@BioMan944918473·
@ValueForAll1 Where does it say they are not progressing AX-0810? $PRQR
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value@ValueForAll1·
@buymoremakemore I have some shares. Van Herk should push more to transform the company into a value creation direction.
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Jay@buymoremakemore·
@ValueForAll1 Well given their cash position someone better buy them or offer a lucrative partnership. Are you holding a position?
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value@ValueForAll1·
@NivSadovsky @MitchellReed09 @SadovskyNi71380 Technically, the flood of Forms 3, 4, and 144 in March 2026 was triggered by the Holding Foreign Insiders Accountable Act (HFIAA), which forced foreign companies to adopt U.S. insider reporting standards.
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Niv Sadovsky@NivSadovsky·
@MitchellReed09 @SadovskyNi71380 Regulatory "Plumbing": $LEGN has officially transitioned to Domestic Issuer status. This isn't just paperwork. It aligns the company with US reporting standards (GAAP/Section 16),
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Niv Sadovsky
Niv Sadovsky@SadovskyNi71380·
Is a $LEGN buyout around the corner? Transition to Domestic Issuer Board refresh w/ M&A pro Tomas Heyman GenScript top (Zhang & Meng) joining the board Equity mechanisms aligned (Acceleration) Shorts covering Will $JNJ strike before Nov data? 👀 #Biotech #M&A #StockMarket
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value@ValueForAll1·
I'm wondering how many folks really understand that $idya ONLY enrolled HLA-A*02:01 negative in NCT05987332 and Kimmtrak is indicated for HLA positive. It's a duopoly setup
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Biotech Hangout@BiotechCH

A Phase 2/3 readout for $IDYA’s lead asset darovasertib in uveal melanoma, a rare form of eye cancer is upcoming. If results are positive, $IDYA could move quickly toward filing for FDA approval. Comparing darovasertib to Kimmtrak, the only FDA-approved drug for the indication, @soowannaway (Graig Suvannavejh) says: “The limitation of Kimmtrak is that for the type of therapy that it is, the TCR based therapeutics, it is restricted by HLA status. And so, this is not a drug that would be amenable to all patients with uveal melanoma, and therein lies a potential opportunity for other companies.” #BiotechHangout

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value@ValueForAll1·
$adapy investors who are entertaining an idea that $imcr buys them don't understand that this is the worst thing imcr could do for their own future. They need 0 cell therapy baggage. Imcr actually looks pretty ripe for $60+ acquisition itself
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value@ValueForAll1·
@Quantumup1 Hematology drugs like Columvi are triggering massive amounts of hypogammaglobulinemia reports, the FDA safety algorithms flagged the entire class for evaluation. Even though $imcr Kimmtrak treats a solid tumor (melanoma) and has a completely different cellular target
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quantumup@Quantumup1·
What the heck is going on here FAERS / AEMS - FDA is evaluating the need for regulatory action. $TGTX $NVS MKKGY - Potential Colitis $IMCR - Potential Hypogammaglobulinemia fda.gov/drugs/fda-adve…
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value@ValueForAll1·
$sgmo 77,779,528 new shares since November. Go Sandy go, your retail investors want more!
GIF
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value@ValueForAll1·
@BlogLoblaw So TAPI patents are not "actual IP"?
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LoblawLawBlog@BlogLoblaw·
@ValueForAll1 $SGMT is $171M market cap They have initiatiated combos without any actual IP This will not end well for them
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value@ValueForAll1·
What could be fun: - Lilly buying $mdgl - Novo or Gilead buying $sgmt Somewhere around 2030: legal fight between big guys around resmeterom patents in context of combo MASH treatments.
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value@ValueForAll1·
$wve Bought. It's exactly the profile that will be needed as supporting therapy after achieving targets on glp-1. Completely different market segment
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value@ValueForAll1·
$eypt Duker did the right thing. The only way to force $ocul Dugel's to shut up is to file the case. The next 6 months are going to be critical for Eyepoint, they need to spend cycles on important stuff. Dugel and his brothers in crime are the real ocular Cosa Nostra
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value@ValueForAll1·
@Biohazard3737 TKI curse. One is going through bankruptcy with lots of skeletons in the closets. The other led by ocular mafioso runs nonsense superiority phase 3 trial right after tiny phase 1, trying to downplay the third one in the meantime.
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Jonathan Faison
Jonathan Faison@jfais20·
$IOVA- looks ready for a violent rebound here
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value@ValueForAll1·
Of course Sandy announces $sgmo Q4 on the last day permitted by sec because he has a deal at last stages
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