Iván Castela

PhD Neuroscience | Life Science VC | Pharma BD | Biotech Investor

[Iván Castela @FaberCastel_]

Rinvoq and Entyvio also have this in the label, so I guess the drug will be approved $ABVX

[Iván Castela @FaberCastel_]

@Andre_AGTC Naive question on LEAPS. You wait to execute the leaps in Jan 27, or you sell them after Q3 readout in HS?

[Iván Castela @FaberCastel_]

@ssocialtrading Apúntate $PALI

[Bruce Booth @LifeSciVC]

Atlas Venture 2025 Year In Review https://t.co/qoUKkkAeAS

Been a tough year to pin down as we went from bearish spring to bullish yea end…

Listening at 1.25x+ speed is definitely recommended, and moves through the nearly 50-minute presentation slightly faster.

[Iván Castela @FaberCastel_]

@Andre_AGTC Same for me here. Average is 8.7$, and thinking on adding more today after this data

[Iván Castela @FaberCastel_]

@ilzizzo Today was the day I was waiting for… thinking to add a bit here just to try to recover my losses

[Iván Castela @FaberCastel_]

@KingachillesE @Pablo01618 What happened?

[Iván Castela @FaberCastel_]

@ssocialtrading Me pasó lo mismo en $VKTX… dura lección para aprender a vender

[Andrew Pannu @andrewpannu]

China Out-Licensing Deals YTD 2025 (updated post GSK / Hengrui)

36 deals into major markets for innovative drugs so far, tracking for 63 by year end (vs 57 in 2024).

With over half the year in the books, the patterns are starting to show:

[Iván Castela @FaberCastel_]

@ssocialtrading Y todo a SmallCaps? Tengo que hacer deployment de las ganancias de $ABVX

[Iván Castela @FaberCastel_]

@MeadowCapital Probably run up pre lock-up period?

[Iván Castela @FaberCastel_]

@GermanBiotech @MBbiotech @monaco_biotech It could be that at higher doses you are saturating your main target and activating other cells/mechanisms that could go against efficacy, such as IL2 drugs and other immunomodulators. I agree that MoA is puzzling, but there is need for other safer oral drugs in UC

[Iván Castela @FaberCastel_]

@bioinvestor24 @Pharmdca Maybe FDA requirement because of skipping Ph2b?

[Iván Castela @FaberCastel_]

@anandcpatelmdms @MeadowCapital Taking into account that they skipped Phase 2b and that there are a lot of activities you usually run in parallel with Phase 2a,b (CMC development, chronic tox, regulatory etc), 16 months is quite decent. Just between Phase 2b and 3 there is a minimum of 7months bc of EOP2M...

[Iván Castela @FaberCastel_]

@MeadowCapital Patient per month per site*

[Iván Castela @FaberCastel_]

@MeadowCapital Take the enrollment time of ph2 sc and n of sites and you get pts/site per month. Then check the number of sites of ph3 and n of patients and calculate the time of enrollment. Add 78w, and you get las patient last visit. Add 4w and you get top line results

[Iván Castela @FaberCastel_]

@bioinvestor24 @Viking_VKTX I remember BL saying that they would do a Phase 2b with the oral, but maybe Im mistaken

[Iván Castela @FaberCastel_]

@Andre_AGTC @A_May_MD And here… IGA and EASI90 dont compare to Lebri/Dupi

[Iván Castela @FaberCastel_]

@Biohazard3737 What is your take on $ABVX? The MoA is still puzzling to me, but the maintainance data is the best so far... What is your bar in the induction period given that other orals (JAKs, S1P1s) have a lot of AEs?

[Iván Castela @FaberCastel_]

@ilzizzo I guess that good habits never die in $XFOR