German Biotech

Biotech Investor, Former Scientist, M.D., Tweets since October 2019

[German Biotech @GermanBiotech]

Everyone who sees these photos and is reasonably healthy should pause for a moment and be somewhat humbled and grateful. Often in everyday life you forget how relatively well you are doing and get angry about trivial things and do not enjoy the here and now.

[German Biotech @GermanBiotech]

@ipollit77 @thirdcoastip for such a long time.

Overall, I would assume that, on balance, obefazimod $ABVX is not carcinogenic, but this cannot be ruled out at this point in time. In this respect, any categorical statement is simply unsound.
/5

[German Biotech @GermanBiotech]

$ABVX
I do not share the extreme optimism expressed in yesterday’s webcast regarding obefazimod for Crohn’s disease. There are several scientific studies that suggest that the upregulation of miR-124 might worsen Crohn's symptoms. I pointed that out six years ago.

[German Biotech @GermanBiotech]

$ABVX

From a clinician's point of view, I would prefer a phase 2b, but from a molecular biology point of view, I would rather start with a phase 2a as a precaution. Various publications suggest that the upregulation of miR-124 might worsen Crohn's symptoms.

#ABX464

[German Biotech @GermanBiotech]

@ipollit77 @thirdcoastip However, this does not mean that there cannot be other mechanisms of action - some of which may even be counterproductive.
According to reports, this incomplete characterization was a major reason why large pharmaceutical companies were so reluctant to license ABX464 $ABVX
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[German Biotech @GermanBiotech]

@SnupSnus @DmitryKovalchuk I am not aware of any such correlation.

[German Biotech @GermanBiotech]

@DmitryKovalchuk No to breast cancer, yes to prostate cancer.

[German Biotech @GermanBiotech]

@DmitryKovalchuk It depends on the type of autoimmune and cancer diseases.

[German Biotech @GermanBiotech]

@princetongb You can’t expect objectivity from corporate executives (though there are some positive exceptions). They are under pressure and represent their own interests. This makes it all the more important to take the time to form your own opinion.

[German Biotech @GermanBiotech]

What amazes me about $ABVX is this: there are a surprising number of users on X who, like cult followers, paint best-case scenarios and brush aside any doubts; somehow, there’s a complete lack of detachment and objectivity. I find this kind of thing alarming.
/1

[German Biotech @GermanBiotech]

@BioCamus Well said.

[German Biotech @GermanBiotech]

@BioCamus My comment isn't just about the discussion on safety issues. I've been noticing this for quite some time. There are many users who, in a pseudo-scientific and self-assured manner, praise molecules and companies. I don't think this is a good thing.

[German Biotech @GermanBiotech]

A psychological study should be conducted to investigate how such strange states of mind can arise.
/2

[German Biotech @GermanBiotech]

@RepLuna @SecState That woman has no idea.

[German Biotech @GermanBiotech]

@Georg_Pazderski Bleib doch in Russland!

[German Biotech @GermanBiotech]

All in all, a very superficial event. It seems to be aimed at an audience that has never really looked into #peptidream $PPTDF. What a waste of time - I’m not going to listen to the rest of the presentation.

[German Biotech @GermanBiotech]

I'll be watching the webcast tomorrow. #Peptidream $PPTDF is one of my favorites in the biotech sector. At the current price level, I find them very interesting.

[PeptiDream Inc. @PeptidreamInc]

🇺🇸Our President, Patrick Reid, will participate in a fireside chat at the Jefferies Global Healthcare Conference at 5:30pm on June 3 in New York. The live webcast of the ‘Fireside Chat’ will be available here.
https://t.co/E6qfvDx3EM

[German Biotech @GermanBiotech]

@thirdcoastip @ipollit77 Why?

[German Biotech @GermanBiotech]

@ipollit77 $ABVX
It is possible that the share price won't rise much beyond $90 for the time being, as some uncertainty remains due to the tumors that have developed. Only long-term data will provide definitive clarity.

[German Biotech @GermanBiotech]

@ipollit77 $ABVX Based on current scientific knowledge, there is no evidence to suggest that obefazimod is carcinogenic. In this respect, the current uncertainty could well present a buying opportunity.
(As a precaution, I would not include conditions such as Crohn's dis in the valuation.)

[German Biotech @GermanBiotech]

@derspiegel Man sollte dem @AussenMinDE ein paar Schuhe mit Absätzen schenken, vielleicht klappt's ja dann.