Biotech FQ

#Biotech #GeneEditing #AI #IPSC #Neuroscience #Epigenetics #TPD

[Biotech FQ @BiotechFQ]

@Dansfera What is the risk seen from your side that Neffy will have an advantage in a way that PBMs may be reluctant to add a second similar product (Anaphylm)?

[Mark C @MarkC_LVB]

Chief Academic Officer for Cardiology at Cleveland clinic also agrees that ASOs inferior to siRNA, at $ARWR discussion in June. Called RNAi and “No Brainer “ over ASOs

https://t.co/qL8eogRGWU

[Persimmon Tree Investments @PersimmonTI]

$NVO v $LLY

🎩 @FiercePharma

> Launch of $LLY Foundayo remains “muted,” with weekly prescriptions flat over the last five weeks, analysts from Jefferies said in a July 10 note. The analysis is based on data collected by IQVIA.

> In the 13th week of Foundayo’s launch, IQVIA reported 19,550 prescriptions, down for the third straight week after peaking at Week 10 with 21,648 prescriptions.

> The figure also comes in significantly shy of the Week 13 launch of $NVO Wegovy pill (more than 105K scripts).

$XBI

[Biotech FQ @BiotechFQ]

@BioBoyScout Understood and thank you very much. Maybe it is time for $NVO to starting looking into these areas. They have to spend their cash on something 😉Sorry I deleted my question by a mistake about why $NVO was not included within your Thesis. Appreciate your reply

[Biotech FQ @BiotechFQ]

$ARQT continuously developing their business 👍
FDA Accepts Supplemental New Drug Application for Arcutis’ ZORYVE® (roflumilast) Cream 0.05% for the Treatment of Mild to Moderate Atopic Dermatitis in Infants Down to 3 Months
https://t.co/TtkyqJbUC1

[Biotech FQ @BiotechFQ]

$AXSM Axsome therapeutics initiates focus-2 phase 3 trial of solriamfetol in children with attention deficit hyperactivity disorder (adhd) https://t.co/0NonxaePMy

[Biotech FQ @BiotechFQ]

$CRNX @Andre_AGTC Now you can strike out one more from your list👍

[Brad Loncar @bradloncar]

M&A train keeps rolling! $VRTX $CRNX

[Michel Doepke @doepke_michel]

$GMAB Announces Positive Phase 3 Results for Epcoritamab Plus Lenalidomide in Patients with Relapsed/Refractory Diffuse Large B-Cell Lymphoma, Demonstrating Statistically Significant Improvement in Progression-Free Survival https://t.co/4iShtjw9O1

[Biotech FQ @BiotechFQ]

@Andre_AGTC $RAPP is on my Andre ACGT watch list. Only one issue with my list is, I cant that frequently find any set backs on these stocks 🥲

[Andre-ACGT @Andre_AGTC]

$APGE my highly sofisticated back-of-the -envelop analysis in action
Note that the Aquision-prise to peak-revenue is ~2.2
It's in line with other BO like:
- $KRTX: 14B/6B -> 2.3
- $RXDX: 11B/4.8B -> 2.3
- $MRTX: 5.8B/2.3B -> 2.5
$IMGN $ITCI $BPMC

[Biotech FQ @BiotechFQ]

@HOThomasWPhelps OK understood. I asked grog about the table and received the oppesite explanation. Thanks for clarifying 👍🙂

[Investseekers @investseekers]

$NVO continues its share buyback programme

Novo Nordisk continues phase 2 of its DKK 15B share buyback programme.

From June 8 to June 12, Novo repurchased 1,125,000 shares.

• June 8: 225,000 – DKK 275.43

• June 9: 225,000 – DKK 268.40

• June 10: 225,000 – DKK 272.47

• June 11: 225,000 – DKK 280.43

• June 12: 225,000 – DKK 283.72

Total repurchased since Feb. 4: 19,884,179 shares

Average price: DKK 264.99

Value: DKK 5.27B

#stocks #Investing

[Biotech FQ @BiotechFQ]

$CRNX PATHFNDR-1 & 2open-label extension studies show PALSONIFY maintained lower IGF-1 levels & stable symptoms. Stable or reduced pituitary tumor volumes for up to 48 weeks. PALSONIFY & cabergoline combination improves biochemical control of acromegaly https://t.co/0n0fmMuBme

[Andre-ACGT @Andre_AGTC]

$AXSM
3.3B is by 2032. Peak Rev if all drugs approved is 10B up to 16B
Using 2.3-2.5 multiple the price target is 23-25B
MC to day 13.1B

[Biotech FQ @BiotechFQ]

Another good White paper for $ARWR from @BioBoyScout Arrowhead’s #AI Edge Isn’t the AI, It’s the Data
I found it interesting both for the shared $ARWR insight and #AI discussed for drug development, but quality #Data is key within drug development.
https://t.co/lDCakWIhkE

[Intellia Therapeutics @intelliatx]

#HAE News: Intellia is proud to share additional positive Phase 3 HAELO results at #EAACICongress2026 and a simultaneous publication of the data in @NEJM, marking our sixth publication in this renowned journal 🧬. Full details: https://t.co/5zAkiylDCc

[Lia the Trader 👸💸 @Liathetrader]

Getting into stock early after IPO can be rough.
Lot of names saw 30-50% drawdowns within the first 12 months after IPO.

Paytience pays. Think before chase.

[BikeRieder🇨🇭 @BikeRieder]

$ARWR
My takeaways from GS chat with Vince Anzalone:
☑️FCS / MCS (REDEMPLO) US market is much bigger than assumed: not 3-4000 but over 20'000 patients
☑️seeking approval in Europe (EMA) for FCS and MCS - IONS only for FCS. Expecting approval in coming weeks
PR from ARWR on April 24th 2026:
"The European Commission is expected to issue a decision on REDEMPLO’s Marketing Authorization in the second quarter of 2026. If approved, REDEMPLO will be the first and only siRNA medicine authorized in the European Union for both genetically confirmed and clinically diagnosed adult patients with FCS. This recommendation follows approvals in the United States, Canada, and China, as Arrowhead continues its efforts to increase global access to care for people living with FCS"

How many patients are waiting for help?
50 - 100'000??
Like always; ARWR flies under the radar