Just Watching Data

[Just Watching Data @Ivaj960612]

@European_DGI @Sovanna_Sek Man, I like your due diligence on dividend companies, but this reads like a post by
@eurofounder

[Just Watching Data @Ivaj960612]

@Biotech2k1 The swing levels of this market are just crazy. I respect those who want to play it, but I am staying out of it for now. There's $$ to be made with discipline, but also $$ to be lost without it. Important to know one's limitations. I'm in the sidelines, I don't suffer from FOMO

[Just Watching Data @Ivaj960612]

@JohnCendpts @giger1964 So when do we get it, and how do I buy it?

[Just Watching Data @Ivaj960612]

@TTRAmyloid To my knowledge,Roche never ever discloses details (aka HR) for Ph3 trials before a medical meeting. You might still be right, but don't read into that

[Just Watching Data @Ivaj960612]

@AppleHelix Will be interesting to see if the launch of an oral PCSK9i alters the market significantly

[Just Watching Data @Ivaj960612]

@AppleHelix Argentina must win, in the pitch or in the VAR room

[Just Watching Data @Ivaj960612]

@MovistarGolf @CallawayGolfEU #AquíGritamosGolf A mi perro. Siempre devuelve la pelota. Si encima la deja en el hoyo y en la portería, fichado.

[Golf en Movistar Plus @MovistarGolf]

☝️¡SORTEAZO!
Hoy es la final del Mundial... y del Major de julio.

🎁Llévate la bolsa @CallawayGolfEU y el driver Callaway Quantum. (Podrás elegir el modelo que mejor se adapte a ti: Max, Max D, Triple Diamond o Triple Diamond Max)

👀¿Cómo ganar? ¡Estás a tiempo de participar!

[Just Watching Data @Ivaj960612]

@belowcashbuyer What's going on with this company? What explains the price action today?

[Just Watching Data @Ivaj960612]

@A_May_MD @wyv_123 FTC?

[Just Watching Data @Ivaj960612]

@AppleHelix Exactly this. But we can also call it "AI-first drug in-licensing using our proprietary bespoke AI model to rank a dataset of 10,000 compounds under development using more than 1xe14 parameters"
Bonus if the candidate is a half-life extended IL-23, PD1/VEGF bispecific or TYK2 inh

[Just Watching Data @Ivaj960612]

@A_May_MD @TTRAmyloid Fair enough, but then blame the PBM rebate scheme, not the pharma companies. By the way, something also affecting small molecules with different MoAs, just see the Otezla vs Sotyktu saga

[Just Watching Data @Ivaj960612]

@A_May_MD @TTRAmyloid Let the market work. If no one sees value on HLE antibodies, then don't pay for them once the "original" goes generic. Reminds me of all the whining with the s.c. onco antibodies, which in the end did not save any biosimilar erosion at all for their i.v. brands

[Just Watching Data @Ivaj960612]

@rezfszubagoly @ALLKAResearch My experience with ADAs is that, if they do not appear in the first weeks, they do not appear. Is this expected to be different in IBD?

[Just Watching Data @Ivaj960612]

@Banana_Oncology Agreed on the second point. On the first one, I would say the deals came at a time where the PD(L)1 programs you are talking about were already very mature, with all products almost at peak sales and/or no more pivotal trial initiations. Plus some (BMS) did in-licensing

[Just Watching Data @Ivaj960612]

@adamfeuerstein Is the scan assessment independent, or investigator-based? If the latter, I can confidently say that you have 4 responses today barely at the -30% level which would go away with independent review, yielding an ORR of 7/12=58%, much less impressive

[Just Watching Data @Ivaj960612]

@ac_palmer @GuiperiniMD And where is the data showing that tafasitamab/lenalidomide + R-CHOP improves outcomes if you give it as of cycle 3? To my knowledge, that was not the design of FrontMind, right?

[Just Watching Data @Ivaj960612]

@ideapharma Leave him a sarcastic British message.
"Some LinkedIn influencers cite appropriately when they have not done the chart or analysis.
Others just copy them around.

Same network. Same goal. Very different ethical standards"

[Just Watching Data @Ivaj960612]

@EmilioAlegre1 Y si no fuese por lo que paga EEUU, la I+D no tendría ningún retorno de inversión si dependiera de lo que pagamos en Europa. Con el MFN que quiere implementar Trump estamos viendo a empresas que no lanzan medicamentos innovadores en Europa para no perjudicar el precio en EEUU