BaseBio

[BaseBio @BaseBio1]

@A_May_MD Reminds me of Herbalife saga. Need to figure out who your Carl Icahn is.

[BaseBio @BaseBio1]

@0x_zak @seedy19tron @grok how did xbi perform during the Biden administration?

[BaseBio @BaseBio1]

@seedy19tron Agree. Look at the Vascular Malformations opportunity for Zove esp given the well established safety profile at higher doses than they are targeting for that indication.

[BaseBio @BaseBio1]

@allisonoconn @FidelisAurelius https://t.co/8fTbYBc46I

[BaseBio @BaseBio1]

@financebully @ohadhammer Seems like chemo arm would just drop out or immediately go to Dara. Arguably unethical to put people on chemo only at this point.

[BaseBio @BaseBio1]

@itskeefis @shitboxtracker @adamfeuerstein https://t.co/WjI3b4Vby0

Don’t get it. They have a G12D inhibitor and a phase 3 trial in progress to address this…..

[ze.thedeuce. @zethedeuce]

$RVMD
TL;DR: Trial was not designed to show if Daraxonrasib had better overall efficacy in distinct KRAS mutations. But IC50 is consistent with clinical data.

Source: https://t.co/mOwBKUIO3Q

[BaseBio @BaseBio1]

You appear to be applying emotions. No one gave anyone anything.

They “purchased” rights to an asset in which it has been determined they did not handle in good faith. If the jury was wrong the judge or appeals process will adddress it.

I generally enjoy your posts and find the majority of them insightful.

[BaseBio @BaseBio1]

Your phrasing is exceptionally biased. If LLY gave them $150M to save another company from bankruptcy, the shareholders should sue the LLY board for breach of fiduciary responsibility…. The jury found they did not act in good faith let’s see how the rest of it plays out. Pharma should not be given a free pass to do so. I could easily argue its more dangerous to biotech.

[BaseBio @BaseBio1]

@Andre_AGTC @dsjdirect The jury decided…. Your argument is that pharma should be allowed to act in bad faith in order to ensure they engage in licensing deals? Pharma similarly is toast if biotech is toast. For a healthy market it is incumbent parties act in good faith. This is a good reminder.

[BaseBio @BaseBio1]

@Andre_AGTC This is a tough take.

[BaseBio @BaseBio1]

@SteveWagsInvest All I could find is “tiered royalties up to the low-teens percentage.”

[BaseBio @BaseBio1]

@Anders_Research Yeah, I guess the market opportunity for their protfolio is limited to Dara for 2L PDAC….. high quality post!

[BaseBio @BaseBio1]

@BiotechPicks @Andre_AGTC Door is open for 1L use which will be longer.

[BaseBio @BaseBio1]

@midwit_capital @JMichaelYoung1 @SECGov It was an adjuvant study. He already stopped having cancer before joining the study which is designed to measure reoccurrence.

[BaseBio @BaseBio1]

@FidelisAurelius Those fail due to hyperglycemia…. Would be good to add to your table. Capi too while you are at it.

[BaseBio @BaseBio1]

Says “Consistent with all other drugs in this class”…proceeds to intentionally omit the most comparable drugs in its class. I’m not sure how your Read conclusions support your thesis either. Revtorpyk may not be as clean as you think. The label says 20%/1.5% and no reason to think MT vs WT is the reason. I won’t bring up the stomatitis, vomiting, nausea, fatigue, rash….

[BaseBio @BaseBio1]

@FidelisAurelius Any reason you left out at least 2 approved PI3KCA drugs?

[BaseBio @BaseBio1]

“What's very nice about it, compared to other drugs in its class, is that I'm seeing less diarrhea in my patients, very little rash and very few oral mouth sores, which can be really distressing for patients”

Anyhow time will tell, equally excited about VM indication opportunity.

https://t.co/5wUtZ3jAiR

[BaseBio @BaseBio1]

@FidelisAurelius Sure, but I’ve seen no evidence it impacts adoption. Topic came up on an earnings call and it was stated that it is readily manageable. If efficacy is there, it’s not relevant.