Furin

Loading… Interested in Bio +/- Tech.

[Furin @FurinTweets]

@seedy19tron The investors mind reflected perfectly in the volatility of the stock. Now sitting at $100 up from lows of $60 awaiting the next set of data

[Furin @FurinTweets]

$ABVX - nice recovery but should recover to well above $100. Great opportunity for those who could understand the maintenance data.

[Furin @FurinTweets]

@seedy19tron Meta-analysis of 41 studies (concerning 54,478 UC patients and 1698 cases of CRC)… prevalence of CRC of 3.7% (rising to 5.4% in pancolitis). On pooling the results… cumulative probability of developing CRC was 2% after 10 years, 8% after 20 years, and 18% after 30 years of UC.

[Furin @FurinTweets]

@seedy19tron Colonic dysplasia also expected within a moderate-severe UC population.

In patients with moderate-to-severe and extensive Ulcerative Colitis (UC), the cumulative prevalence of dysplasia ranges between 15% and 25% after 20 to 30 years of disease.

[Furin @FurinTweets]

@mahasr199 @Biohazard3737 @Preventive_Onc @seedy19tron I'm also not sure why they classified colonic dysplasia as colon cancer... Management should clarify this and provide narratives for the 2 cancers causing debate (prostate and breast).

[Furin @FurinTweets]

@seedy19tron @Biohazard3737 In a 44 week study, exactly. DSMB would have reviewed case notes before determining this is unrelated. There needs to be better communication and narrative around this.

[Furin @FurinTweets]

@seedy19tron @Biohazard3737 Seems like noise; 7 years of clean data and no signal and no rat/mouse carc signal.

1. Colonic dysplasia is found in 10-20% moderate-severe UC patients.
2. 1x breast cancer female 60s… common
3. 1x prostate cancer in 49 male…
With no rise in serious infections.

[Furin @FurinTweets]

$ABVX

25mg
- 1 SCC

50mg
- 2 BCC vs 1 BCC placebo
- 2 SCC vs 0 placebo
- 1 prostate (deemed unrelated)
- 1 breast (deemed unrelated)
- 1 colonic dysplasia (10-20% of mod-severe UC patients have)
No clustering seen.

Best-in-class efficacy, tolerability and safety.

[Furin @FurinTweets]

October 2026 $SPX

[Bob Loukas 🗽 @BobLoukas]

I believe there is a good chance that Stocks have peaked for its 4 Year Cycle. Last week my 'active' portfolios went into more defensive positions, cash to 33%. Further selling to come on more confirmation.

Seeing the signs of the breakdown on the Daily Cycle currently. The weekly Cycle has NOT yet confirmed this, so it's early days on this view.

A top would bring the Oct timeframe into focus for a bottom. Given the AI capex and fiscal stimulus, this more likely to be a relatively mild cyclical bear, a shakeout, setting up for a really explosive rally for 2027-2029.

[Furin @FurinTweets]

@MacnBTC You’ve given me this tweet 10 times.