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Healthcare investor

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@Drlipid If we centered language on ApoB, instead of say LDL-C vs Lp(a) like in HORIZON, might it unify otherwise confusing trial results? The ‘risk premium’ linked with a specific atherogenic particle is perhaps then the only thing to solve for.

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@Prof_Oak_ amazing, well done, superb story

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@AppleHelix something funky in these assays, ordesekimab (AMG714) footnoted as Comp1, does virtually nothing and can’t reflect the figure. It’s likely that AMGNs experiments with 714 misled the field for over a decade, until Calypso molecules righted it.

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@Biohazard3737 any suggestions for those whose compliance “AI policy” only allows CoPilot?

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@Biohazard3737 There is no worse thing as a biotech pm than having to battle crazed ideas from generalist PMs returning from Anthropic analyst day on red eye

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@monaco_biotech $trax timed v nicely just after argx top line, could deliver stat sig on VH:CD in a 2 week 6gm/day gluten challenge, and with small N ~30 (?), which would be quite a feat, granting license to claim best in class for now. And make clear (anti) CD22 > IL15 in intestine.

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@clinmean @plainyogurt21 @BiotechPort After AAO, risk retired from safety is considerable. wnt agonism as monotherapy has a difficult path ($MRK); the bispecific has more hope ($SRZN) but needs correct disease setting to define just how functionally independent wnt and vegf paths are. Still, wnt is a big advance.

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@seedy19tron Always imagined it was $LLY who would not settle, given their long BD spree the last thing they’d want is setting precedence in case future deals go sour.

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@Biohazard3737 Can identify. Claude has taken on a lecturing and often even a scolding tone. On drug development I find it elevating second- and third-order concerns like a silly young HF analyst wearing a vest might

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@A_May_MD It would be because it can take 2+yrs to integrate such organizations globally and in the meanwhile nothing usually gets done - save for the steering senior execs, and their bankers and consultants, lining their pockets.

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@A_May_MD @plainyogurt21 Of course they do. Everyday I’m plagued by our owned generalists begging for change in view of PTs on basis of “reading a lot about it” on X. To even point of that Reta is a glp1 comes as a shock. Then the questions move to “peptides” and how to play.

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@plainyogurt21 @hannibalspeaks $FBRX has developed a SC version and it will be used in all next trials. Leadership always been cagey, overly-nervous of competitors (didn’t even have an investor deck forever). My guess is 3-5mg/kg sc monthly is feasible and should be sufficient

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@clinmean @a_a_free v nice data in vitiligo. We’ll shortly understand value of cd122 in celiac, which still seems unappreciated and a high PoS by the standards of biotech ($fbrx $trax). Would expect this superb preclinical experiment to translate well https://t.co/FRj69kEStf

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@clinmean @a_a_free will be surprised if $FBRX doesn’t show a signal in vitiligo. If IL15 works -and I take for granted TEVA’s does- then CD122 has to. The shorter fbrx trial might dampen the efficacy signal but I’d expect at least change from baseline in fvasi (not primary) to be clear.

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@clinmean @a_a_free …tiring that both TEVA and FBRX trying to go second. TEVA CEO offered reason that that people will be more relaxed and focused after July 4th. Demented.

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@Biohazard3737 For me some part was shift in long term yields, first arriving in April. The sub $1b bios in particular, always canaries in coal mine, started their downtrend, many now -50%+. Sector also had a big run, and AI sucked out the air from everything. Now hopefully other way for a bit

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@clinmean I’d say that the 2 CD122 stocks, $FBRX and $TRAX, are the most asymmetric near-term bets I’ve seen for a long while. Feel v high chance FBRX shows a clean signal, week 12-24. Meanwhile all vitiligo (and Alopecia) out of price, and investors waiting for overhang to get out of way

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@chaotropy Chill, there were many institutional investors who sold $ABVX near or at bottom. A generalist, who asked for a view, said that markets could not be that inefficient, all the information was in public. Wouldn’t even listen to the 3-day rule of doing nothing in a biotech crash

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@A_May_MD @SylvainGariel The panic really started when the dunce KOL on $ABVX call said the cancer number and mix was not a problem for him, but maybe the FDA would call an adcom because the MoA was new. I think he felt he sounded scholarly and objective. He was not a stock market wiz for sure.

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@a_a_free nice list. Feel $FBRX unlikely to ‘fail’, per se, in vitiligo. It’s signal-seeking study and much shorter than TEVA’, but adjusting for time its potential should become clear. Mgmt talking down trial is one reason for price volatility, but could be a case of over managing street