BiotechInvest (MD PhD)

MD PhD; #Stocks #News #Insights #Genomics #Proteomics #MultiOmics #DataDrivenMedicine #ML #AI #PrecisionMedicine #LiquidBiopsy #SynBio #GeneEditing

[BiotechInvest (MD PhD) @BiotechInvestNG]

@RNAiAnalyst Hi Dirk, did you consider the 'revenge taxes' for Europeans (section 899 of the Big Beautifull Bill)? Might the payout of CVR's fall under this, with taxes possibly exceeding 50%? I have no experience with CVR's, but it makes me hesitant

[BiotechInvest (MD PhD) @BiotechInvestNG]

@DeanPlatt90002 @arianawatchlist CEO & CFO should be fired directly by BoD for this huge PO @ 0.7 = smashing dilution = lost trust of all current shareholders. Seldom seem this kind of mismanagement 🤮

[BiotechInvest (MD PhD) @BiotechInvestNG]

@GeneInvesting You do look at both for the total heart failure assesment, obviously

[BiotechInvest (MD PhD) @BiotechInvestNG]

@GeneInvesting Indeed: NYHA class is purely functional, i.e. at what exercise intensity does the patient show dyspnoe, irrespective of NTproBNP.

[BiotechInvest (MD PhD) @BiotechInvestNG]

@RNAiAnalyst @crisprtalk Wow! Did you make your 'starting' capital for your current portfolio with biotech investing e.g. early RNA-Tx? Would be an inspiring example for me and others if yes

[BiotechInvest (MD PhD) @BiotechInvestNG]

@Biotech2k1 @drrichjlaw @genengnews £117.789 million ($148.997 million) from Exscientia, the latter disclosed today in a regulatory filing. That’s 32% below the nearly $845 million reported by the companies at the end of the second quarter, which Recursion ended with $474.3 million while Exscientia reported $370.1M

[BiotechInvest (MD PhD) @BiotechInvestNG]

@Biotech2k1 @Biotech2k1 @drrichjlaw was just reading this @genengnews, do you know where the 221M$ from EXAI went? Thx

The combined company will also begin with about $576.644 million in cash and cash equivalents calculated as of September 30—$427.647 million reported by Recursion and...

[BiotechInvest (MD PhD) @BiotechInvestNG]

@dineshahluwalia @Biotech2k1 @RecursionPharma Indeed, 6.5$, WTF. CFO transition? @RecursionChris

[BiotechInvest (MD PhD) @BiotechInvestNG]

@yaireinhorn @AlexanderKalian Please please focus on biotech (appreciate your input a lot) and stop the warmongering

[BiotechInvest (MD PhD) @BiotechInvestNG]

@Biotech2k1 Benjamin Graham:“Over the short term the market is a voting machine, but over the long term it's a weighing machine”

[BiotechInvest (MD PhD) @BiotechInvestNG]

@AlbertVilella Thanks for sending the article. To the best of my knowledge Qiagen is Dutch, with it's headquarters based in Venlo, the Netherlands.

[BiotechInvest (MD PhD) @BiotechInvestNG]

@GarryPNolan Thanks for sharing your personal story. 2 family-related questions: 1) you state probably de novo but is the penetrance known? 2) in case you've kids: will they do presymptomatic testing #pathogenic MITF variant, and is there a n evidence-based surveillance scheme for carriers?

[BiotechInvest (MD PhD) @BiotechInvestNG]

@Biotech2k1 Yes please

[BiotechInvest (MD PhD) @BiotechInvestNG]

@real_poobah @gbw42 Indeed, different C-suite, fresh commercial wind. Plus C-suite without ridiculous compensation, 25M/year each, WHEN FAILING GROWTH&TARGETS.

[BiotechInvest (MD PhD) @BiotechInvestNG]

@ilzizzo @galenlittle Which company are you referring to? Optical genome mapping sounds like Bionano $BNGO?

[BiotechInvest (MD PhD) @BiotechInvestNG]

@BowTiedBiotech @BioBoyScout @GeneInvesting @SuperDuperDrugs Important issue in presymptomatic is incomplete penetrance and variable expression, i.e. not everybody will develop disease and those that will to a variable extent. Therefore long-term safety is key, and for the first phases, select well-defined genetic patient cohorts.

[BiotechInvest (MD PhD) @BiotechInvestNG]

@BertrandBio @NVanRenne 👍

[BiotechInvest (MD PhD) @BiotechInvestNG]

@BertrandBio @NVanRenne Joint venture between Crucell (Leiden, NL) and Tibotec, by founder Onno vd Stolpe (Dutch). Enough about this I guess...

[BiotechInvest (MD PhD) @BiotechInvestNG]

@BertrandBio @NVanRenne It was founded in 1999, dual structure with offices in Leiden (NL) and Mechelen (BE).