Kaloni

Biotech nerd

[Kaloni @BiotechK33]

@DrCatharineY That source you cited is bogus. New NCE or NMEs are largely 99% originating in the U.S., not those other countries. In fact U.S. FDA has yet to approve any FIC NCE or NME from China, they are all follower molecules. Not sure the agenda regarding fear mongering

[Seedy19 @seedy19tron]

$abbv will acquire all outstanding shares of $apge for $135.11 per share in cash. The transaction values Apogee at a total equity value of approximately $10.9 billion.

[Kaloni @BiotechK33]

@CharlesMBrenner NHRs are best

[KRAS Kickers @KRASKickers]

"The evolving landscape of RAS continues to enthrall Dr. McCormick. “It turns out that the regulation is very different from the textbook version, and using technology and tools which didn’t exist when the pathway was first characterized, we are now rewriting the textbook of how RAS proteins are regulated,” he said."

@frankpmccormick @UCSFMedicine

[Kaloni @BiotechK33]

@WallStSai Is a $PFE takeover possible too

[FlightTrace @FlightTraceData]

🚨 $ABBV

AbbVie rarely visit Bozeman, MT.

Since Saturday: 14 flights across all 4 jets in and out — 7 arrivals in 4 days. One fleet, one off-network airport, no one else around.

The last time their fleet clustered in and out of a random hub like this, the $63B Allergan deal hit a week later.

$RVMD back at the table? Maybe something in cardiometabolic ($GPCR $MDGL $VKTX ?) something in neuro? Many solid prospects still out there for the taking...

[S A I ™️ @WallStSai]

$MDGL Becky (Taub) is out as Employee and Paul is out as Director. Both founders stepping down respective roles. Looks like all stars are aligned now for a takeover. Time will tell.

[Kaloni @BiotechK33]

@DueDoctor @t_lorriman RA Capital lobbying for communists

[Kaloni @BiotechK33]

@RNAiAnalyst What he did so far is a drop in the bucket. They still have multiple levers to pull on Germany. It’s still the #1 export destination for Germany, LNG reliance, and national security (intel/logistics etc..).

[S A I ™️ @WallStSai]

$LLY Eli Lilly should absolutely acquire $MDGL Madrigal

Why ⁉️

For Lilly, buying Madrigal would immediately establish a dominant position in liver disease rather than waiting for internal programs to mature.

A combined Lilly-Madrigal portfolio could offer 🔰

✚ Tirzepatide for metabolic dysfunction and weight loss
✚ Rezdiffra for direct liver-targeted fibrosis improvement
✚ Future combination regimens

Owning $MDGL Madrigal would give Lilly the leading approved liver-directed therapy and make it harder for competitors to build comprehensive metabolic disease franchises.

Rezdiffra could be expanded internationally much faster under $LLY Lilly's commercial infrastructure than as a standalone company. Some investors have argued this is one reason $MDGL could be attractive as an acquisition target.

Revenue Diversification 💲

Lilly currently depends heavily on obesity and diabetes growth.
Madrigal would provide:

✚ A separate blockbuster franchise
✚ Additional intellectual property
✚ Exposure to hepatology specialists
✚ A growing pipeline beyond Rezdiffra, including GLP-1 combinations and siRNA programs

#MASH #Rezdiffra #Tirzepatide

[Kaloni @BiotechK33]

@AndrewE_Dunn It’s obvious. China

[Kaloni @BiotechK33]

@saikatc You sound jealous

[Kaloni @BiotechK33]

@HhhHhh70071295 @siimland So are NHRs, if not more validated, but you don’t see hype and claims of anti aging on those

[Kaloni @BiotechK33]

@Aria_Churchill Not all of them.. there are numerous programs delivering transcription factors in late stage trials with nearly 0 SAEs across hundreds of patients, in mainly gene therapy for blindness diseases

[Kaloni @BiotechK33]

@Aiims1742 And how many multi billion dollar approval blockbusters have these folks achieved

[Kaloni @BiotechK33]

@rand_longevity This is not age reversal therapy… it’s a treatment for glaucoma. There are dozens of programs already reversing blindness in humans using TFs. David Sinclair is just overhyping

[Kaloni @BiotechK33]

@adamfeuerstein @cooney_liz How is this news

[Kaloni @BiotechK33]

@itsolelehmann You are deeply misinformed. There are programs already proven in hundreds of human patients already reversing blindness. Proven more than this company

[Kaloni @BiotechK33]

@MartinShkreli @jacobkimmel Look at Ocugen. NHRs are specific transcription factors right? All late stage programs for blindness on track for BLAs. That could be the first?