Alexander G

Event driven biotech investor

[Alexander G @AlexandrG1980]

@Christina4HD @Dumbmuskrat 😍🫶🫶🫶

[john muskrat @Dumbmuskrat]

$qure Powerful testimony today from Huntington's advocates at CNPV

[Alexander G @AlexandrG1980]

@CoenS26 @seedy19tron i'd say it is closer to 3,5%. but regardless of that, still fairly tiny chance of drug not being part of oncogenesis

[Alexander G @AlexandrG1980]

@chaotropy Let's pretend all pts had undetectable cancer at baseline. what are the odds of them randomizing 7:1 into treatment vs pbo arm?

[Alexander G @AlexandrG1980]

@financebully @flippyfloppy52 $ABVX probability that those cancer cases is consequence of bad luck during randomization is around 3-4%. no dog in this fight. make yr own conclusions

[Alexander G @AlexandrG1980]

@fortunoaurelar Do you have any idea on Angels’ ph1b/2 timing?

[Alexander G @AlexandrG1980]

@mike98572986 $QURE i listened this conference too and it sounds more encouraging, than not:
- FDA stance negotiable
- AA off 4yr data is QURE's base case
- FDA knew what they were doing for years
- UK submission to show FDA “major regulator sees this review-worthy”

[Alexander G @AlexandrG1980]

@FanStevenDux @avtx i have no position. R/R attractive around $15 per share

[Alexander G @AlexandrG1980]

@PersimmonTI @AVTX their binary data borderline positive. Current pricing is fair. End their only hope lutikiz wouldn’t replicate ph2 success with ph3.

[Alexander G @AlexandrG1980]

@BiotechSho99376 @AVTX their binary data borderline positive. Current pricing is fair. End their only hope lutikiz wouldn’t replicate ph2 success with ph3.

[Alexander G @AlexandrG1980]

@Andre_AGTC $VRDN is it normal that still nothing on VRND's website?

[Alexander G @AlexandrG1980]

@johnkmason @anish_koka As I said earlier, $QURE ‘s main problem is that it is being judged by hype-desperate cardiologists and oncologists

[Alexander G @AlexandrG1980]

@mike98572986 @ChrisCote24 TBH, Jessica's behavior here looks like she is bot, not human

[Alexander G @AlexandrG1980]

@peter_mantas $QURE ok, fair. but then you need to apply some funnel (adequate striatal volume, no severe atrophy, tfc etc). next tough question is pricing. let's be real, UK can't spend on this even billion.

[Alexander G @AlexandrG1980]

@peter_mantas Great read! Can’t support this article more!