The story continues at a new index, https://t.co/IK3WnrtrY7.
Current articles as of this writing:
1 - Fix the Tap, Don’t Mop the Flood https://t.co/rb0DvnIYpy
The case for InflaRx — and why one forgotten molecule could be the most important anti-inflammatory asset in biotech
An introduction to the C5a signaling pathway, vilobelimab, and INF904 — and why controlling inflammation at its upstream source changes everything.
2 - The Killer Nobody Names https://t.co/jOIN1SDAMF
Why the modern world is killing us from the inside out — and what the leading causes of death are hiding
Three in five deaths globally trace back to chronic inflammation — a public health crisis hiding in plain sight behind named diseases.
3 - HS - The Disease That Hides in Plain Sight https://t.co/rEEkGydY8w
Seven years to diagnosis. Treatments that miss the point. And a molecule that could change both.
Hidradenitis suppurativa — a neutrophil-driven inflammatory disease of the skin — and why every approved treatment targets downstream of the real problem.
4 - PG - The Wound That Shouldn’t Exist https://t.co/fWBEkqGthn
Pyoderma gangrenosum destroys tissue for no reason medicine can explain — and for forty years, the only upstream answer has been ignored.
Pyoderma gangrenosum, the role of C5a and NETosis in its destruction, and why a flawed trial endpoint — not a flawed drug — derailed the first targeted therapy.
5 - AAV - Steroid-Sparing Isn’t Steroid-Free https://t.co/JItcc4ZD9L
Reducing steroids was a milestone. Eliminating steroids is the goal. In AAV, no approved drug has crossed that line.
ANCA-associated vasculitis, the limits of avacopan, and the pharmacological case for INF904 as the first drug capable of achieving true steroid-free remission.
6 - ARDS - The Body Sets Itself on Fire https://t.co/JAoyHgUtpN
A drug approved in Europe. An ICU full of dying patients. A bureaucratic wall between the two.
Acute respiratory distress syndrome, the neutrophil-driven lung destruction at its core, and why a fully approved drug is sitting unused while patients die.
7 - DKD - The Kidney Nobody’s Looking At https://t.co/pDf0EDPlxa
Diabetic kidney disease is the leading cause of kidney failure worldwide. The standard of care slows it. It does not stop it...yet.
Diabetic kidney disease, the C5a-C5aR1 signaling that drives its progression, and why INF904 may offer the first mechanism capable of altering its course.
8 - IgAN - The Young Kidney Claimed By An Ancient Protein https://t.co/gZoOtcBeq1
Complement inhibition confirmed, a drug approved, still a flood.
IgA nephropathy, the complement activation that drives it, and why blocking complement upstream may be the answer a newly approved drug class is still only partially providing.
9 - LN - When the Body Attacks Itself https://t.co/bLzhXXsZ7e
Three drugs approved. Six in ten patients still failing. The upstream trigger nobody has touched.
Lupus nephritis, the classical complement pathway that fires with every flare, and why the molecule initiating each attack has never been targeted in a clinical trial in this disease.
10 - MN - When the Immune System Opens the Floodgates https://t.co/e24eQKFfxj
One million microscopic filters under autoimmune attack. A complement cascade the field has been misreading for fifty years. And an upstream target nobody has tried.
Primary membranous nephropathy, the autoimmune trigger that destroys the kidney’s final filtration barrier, and why no complement inhibitor has ever been tested in the most complement-dependent kidney disease in nephrology.
Indexes of the past: https://t.co/nCRvnr7Gz8
Tweet Index, part 4
Part 1: https://t.co/UPtpRepGHE
Part 2: https://t.co/FGWG35jpJ7
Part 3: https://t.co/lTn3PAZ4OO
More of the same, still less of the new. The story continues…
93 Better health through better leadership https://t.co/UEFjXQ49JI
94 ST discussions, a point in time https://t.co/HXctKohjeZ
95 Better health through better leadership #2 https://t.co/ka3MJnmHDr
96 Gohibic is cost effective https://t.co/IQxSmCMO0S
97 Covid deaths, a point in time https://t.co/CdznT2ug4f
98 Me and my 50 healthcare friends https://t.co/fSZXnh2ThP
99 A vital 2-step process https://t.co/sK4yHrt4Yv
100 A refined 2-step process https://t.co/GHCsGTBkHi
101 Summer of ’25…or 26 https://t.co/nrMkgVNRi6
102 Options for step 2 are very much lacking https://t.co/a4uypCtPYm
103 Death by ARDS https://t.co/qnKqIcGwGu
104 The enemy: H1N1 https://t.co/UVJOsS5p14
105 Nature will take care of size reductions https://t.co/x2vo0c4t5N
106 We should use all tools made available https://t.co/FvHxYyxUDb
107 A bad case of PG https://t.co/McWb6q01lA
108 Vilo in PG? https://t.co/h5ep7AVdMX
109 Not acceptable leadership https://t.co/WOphpcIfa2
110 Vilo/904 presentations, a point in time https://t.co/GYCYDIMwcl
111 Finding the right treatment takes decades https://t.co/kqF8blB0hR
112 Paradigm-level anti-inflammatory therapy https://t.co/NnnuLzpGI2
113 Bye-bye draining tunnels https://t.co/fAnyl9hRAv
114 Hashtag common sense healthcare https://t.co/qTetxMSjJZ
115 Stay ahead of the curve https://t.co/zeLDAeI3sA
116 Neutrophil hyperactivity and tunnels https://t.co/q0iRr9XLmv
117 PG is a neutrophilic dermatosis https://t.co/SdDzjFSXfu
118 Nu.Q® NETs, as a marker of NETosis https://t.co/L2sch4QVZF
119 Three diseases most doctors can't spell https://t.co/OAkZEJILUM
120 IgA nephropathy, a story https://t.co/Uxi0zKciCy
something about C5a signaling you say? maybe ask chatgpt or claude about it. not a company selling widgets so unless you have a detailed understanding of the associated products, your canned ai analysis on what looks like tens of tickers a day is worthless. anytime you wanna get into the biology of the matter, let’s go. with that said, i do acknowledge that the amount of time taken so far to see this important biotech in daily use is absolutely a negative, another story in itself
Is the concern the fact that #InflaRx ($IFRX) now has “sufficient funds for currently planned clinical development activities and ongoing operations through 2029?” https://t.co/CNhlcbFvLB
Or is the concern the fact that TCGX, a large healthcare-dedicated fund, establishing a new position of 14,500,000 shares, as did Farallon Capital Management in the amount of 7,500,000 shares? https://t.co/LI2m9H3JdE
My concern is that you have no idea whatsoever about the biology of the matter. None! https://t.co/zclhBlmByr
@Finsee_main well done, you left out the most important/valuable part: the biology of the matter. CORPORATE PRESENTATION AAV + RENAL STRATEGY May 2026 https://t.co/N2SOWNoIXA
@Finsee_main well done, you left out the most important/valuable part: the biology of the matter. CORPORATE PRESENTATION AAV + RENAL STRATEGY May 2026 https://t.co/N2SOWNoIXA
Avacopan blocks C5a from activating its receptor. Izicopan does the same thing but without damaging the liver in the process. Avacopan inhibits a key liver enzyme that processes dozens of other drugs, including the steroids it was supposed to spare patients from needing. And its own breakdown produces toxic byproducts that can injure liver cells directly. Izicopan does neither. Same target, same mechanism but one leaves the liver alone and one doesn't. That difference is now documented in the public record, in the same month the FDA formally proposed pulling avacopan for eight liver toxicity deaths. https://t.co/dc538uyJaZ
Avacopan is approved for use in ANCA-Associated Vasculitis, but both efficacy and safety are now dubious. FDA has requested withdrawal from market, but Amgen refuses. 20 death from drug now reported in Japan.
Why might Izicopan be safer and better?
@NTG24_de $IFRX Making a statement such as "remains a speculative biotech bet" without mentioning one word about the biology behind the biotech, is careless reporting. Some context for the informed investor: https://t.co/ZhLw3EvXiX
The table attached is from Table 3 of Shi et al., Research 2026. Every neutrophil-targeted ICI combination currently in clinical trials, filtered to NSCLC-relevant rows only. https://t.co/DCwkyr7VqP
This is the second independent peer-reviewed paper in the same month to confirm neutrophil-driven NETosis as the primary ICI resistance mechanism in NSCLC, the first being the anchor paper in FP 4.
Look at what's missing. Every single intervention operates downstream of C5a. CXCR1/2 antagonism blocks the neutrophil recruitment signal. But IL-8, the ligand that drives CXCR1/2, is itself generated by C5a. The navarixin row tells you how that bet ended.
C5a → IL-8 → CXCR1/2 → neutrophil recruitment. Every drug in this table intervenes at step two, three, or later. A cell-permeable C5aR1 inhibitor intervenes at step one, and reaches the intracellular survival program in the hypoxic tumor core that no drug in this table can access.
No such inhibitor has been tested in a patient with advanced NSCLC. That's the experiment waiting to be run. $IFRX #INF904 #izicopan
BP has a $230B patent cliff problem. Lung cancer drugs have a resistance problem. One oral drug addresses both. A paper sets the stage. https://t.co/Hbz2LbB9u3 #NSCLC#Oncology#Biotech $IFRX
@JohnFitisoff "likely scheduled for June" https://t.co/bd506RWjuu
InflaRx has indicated CMD sometime this spring. Could be next week, next month, or June 19 I suppose. Why wait is the question...unless depends on some internal milestone...such as partnering details...
Reading the profiles of the #InflaRx BoD makes the “clown” claim questionable, though the underlying observation that this company continues to struggle is indicative of the $IFRX chart, no denying that! https://t.co/5j6ttuThAi
Important to separate biology from execution. The former is undeniable; the latter inevitable. https://t.co/rb0DvnJwf6
Thanks and yeah fair point on length. Substack rewards depth but X is a different medium :)
On BD: agree completely. A small biomarker-rich PoC - NLR, calprotectin, H3.1 nucleosomes - could tell a mechanistically complete story in 20-30 patients, 12 weeks of treatment and steroid taper. That's the asset a partner licenses, not the Phase 3.
Option deal makes sense here precisely because the biology is upstream of everything the market already pays $10B for. The PoC *is* the BD strategy.
#InflaRx $IFRX – A personal, well-researched, speculative look into the potential of C5a-C5aR1 signaling control biotech.
AAV, aHUS, FSGS, IgAN, LN, GN, CG, GS, RA, SLE, RF, TR, CIDP, CIPN, DM, BP, PASH, PAPASH, and CSU.
All claimed indications listed in a recent InflaRx patent, https://t.co/sQY6HrOhKX.
This subset makes the pipeline shortlist in my view: AAV, IgAN, LN, BP, and CSU (the first 4 covered in the no-brainer series). https://t.co/IK3WnrtrY7
RA (rheumatoid arthritis) is a contender: affects 18m people worldwide, is a $30b market shared by a dozen approved biologics and oral therapies, yet would present some study and market challenges.
This leads to a related, underserved, multibillion-dollar arthritic indication.
PsA (psoriatic arthritis): perfectly suited for study using the best-in-class oral C5aR1 inhibitor, izicopan. https://t.co/IxVxvxcTex