Peng

[Peng @LetMeFireASAP]

@lh_innovations @PersimmonTI I am waiting for EWTX's LVEF-free HCM drugs to see its ongoing efficacy and safety data readout.

[Peng @LetMeFireASAP]

@bb_leakers @avidresearch @PositiveTopline @drsprs yeah, treatment related adverse effects as treament related effects...quite crazy bullshit

[Peng @LetMeFireASAP]

@Prof_Oak_ Use Mosaic in key elements🤣

[Peng @LetMeFireASAP]

@PositiveTopline @avidresearch good job, a great display of mFRAS variance even on placebo.

[Peng @LetMeFireASAP]

@ElMonoGran42994 @BioValues You haven't correctly understand DSGN's terrible data.

[Peng @LetMeFireASAP]

@PositiveTopline @avidresearch @drsprs FXN change of mRNA in muscle is modest and similar to its previous version. They planned FXN protein evaluation in muscle but did provided it.

[Peng @LetMeFireASAP]

@PositiveTopline @avidresearch @drsprs DSGN's data have multiple concerns except lack of muscle FXN protein expression. 1) no baseline mFRAS in details; 2) the lowest dose 0.1mpk basically have no effect from biomarkers but display -3.6 point mFRAS change; 3) which dose group of those 3 liver abnormal patients?

[Peng @LetMeFireASAP]

@avidresearch @PositiveTopline @drsprs LRMR's drug is a protein that administrated into blood... it's unecessary to measure it in whole blood, skin tissue FXN is more strong signal than blood FXN.

[Peng @LetMeFireASAP]

@ohadhammer No phase2 data (from outside of China) to replicate the efficacy and tolerability data for KLRA's oral peptide drug......

[Peng @LetMeFireASAP]

@spontonic @Konstradt7 But, unlike 8371, I haven't assigned any value to 10726😂 I think basically, 10726 is another metoo with 1-2year delay, although much much cheaper, but most MNC already have them in hand.

[Peng @LetMeFireASAP]

@DietmarHaudegen @CamillusMiura Until now, SEPN631 is clean of safety at very high dose from its phase1 data.

[Peng @LetMeFireASAP]

@boredbuyside @STL_Biotech 13/30=57%？？？

[Peng @LetMeFireASAP]

@DietmarHaudegen @CamillusMiura what do you mean "broader" of EVO drug? They targeted same receptor. Stronger inhibition is better. I don't understand your point.

[Peng @LetMeFireASAP]

@CamillusMiura I just read your post on March 2rd. But your observation and annotation is same with my opinion, right?

[Peng @LetMeFireASAP]

@Stmkrs Because them would NOT stop R&D cash burning for this drug in another two cohort of its phase2. But most investors have no faith on this drug any more.

[Peng @LetMeFireASAP]

@bio_stock @PersimmonTI Mostly price in already, it was well-recognised high success rate ~70%. ewtx phase2 readout if very positive, could be fatal threat for whole cytk MC...

[Peng @LetMeFireASAP]

@Craigster771 @A_May_MD @Prof_Oak_ If luti efficacy is not stunning, AVTX's is shit. Do you really check the extremely high placebo effect (the highest HiSCR75 of placebo among all HS trials even all naive pts trials) in LOTUS? DT number decreasing in luti is 68%! DT number is more objective than HiSCR!

[Peng @LetMeFireASAP]

@blippd EWTX phase2 read out is comming soon... A fatal threat to CYTK for both oHCM and nHCM...

[Peng @LetMeFireASAP]

@JacobPlieth OS contamination from cross-over... They should put more resource for their two PD1 bsAb development, anti-angio drugs are too old story. Wait dose expansion data about 8371 at ASCO.