Mike

Enjoy discussing biotech investments . Appreciate the brutal truth and objectivity over blind trust . $EYPT $XERS $BNTC

[Mike @Mikeptyg]

$EYPT Citadel is back in

[Mike @Mikeptyg]

@Adam7477882377 I thought I was the lone EYPT retail bull on X. Welcome fam.

[Mike @Mikeptyg]

@semodough @zipjet Yeah , but Makary was the brain child behind the single trial proposal

[Mike @Mikeptyg]

@strau22 @JNap5C @semodough Glad eypt failed NPDR in a market that doesn’t exist . Less dilution. Ocul seems to think they will meet DRSS score with their magical tki on super weak P1 data .

[Mike @Mikeptyg]

@strau22 @JNap5C @semodough Who cares about the 10-1 reverse split years ago . Current state: Ocul $2.1 billionMC/218 million shares . EYPT $1.1 billion MC/84 million shares . EYPT sold off Yutiq and cleaned up its books .

[Mike @Mikeptyg]

@JNap5C @semodough I’ll take dilution at $40 post readout. They are not a dilution machine like $OCUL . Also, you don’t discuss rescues due to regulatory risk . $EYPT management smarter and more disciplined than the band of misfits on the Dream Team .

[Mike @Mikeptyg]

@semodough $Ocul is the patient population for Sol-x tainted since they were cherry picked from SOL-1/R ? Will the market really care about the results ? Cutting corners again?

[Mike @Mikeptyg]

@AscendingBio Announcing another raise ?

[Mike @Mikeptyg]

@BlaseBio Brother, you’re stirring up shit with the dirty molecule comment on both sides. I picked EYPT as my horse due to cleaner safety profile . I’m the lone wolf retail punching up against the biotwitter darling pumped by the dream team :)

[Mike @Mikeptyg]

@DescartesIdea @Biotech_FC @RazBioTech It’s a sell the news event . Any amateur biotech investor sees this .

[Mike @Mikeptyg]

@Biotech_FC @BlaseBio Ocul dream team crossed line with presenting misleading safety data on Duravyu . We will see if the floaters become a bigger issue on re-dose data . Ocul efficacy mediocre . 30% differentiation from Eylea control is impressive.

[Mike @Mikeptyg]

@Biotech_FC @BlaseBio Do your DD buddy . Don’t drink the koolaid .

[Mike @Mikeptyg]

Behold , the gullible $OCUL long who believes the Dream Team will pull a rabbit out of it’s hat with magical data .

[Mike @Mikeptyg]

@BlaseBio Davio 2 data backs it up . SOL-1 and CLSD data back it up .

[Mike @Mikeptyg]

@BlaseBio You should clarify, vornalib is the clean TKI, Axtinib is the dirty TKI

[Mike @Mikeptyg]

@RazBioTech Ocul is a glutton for punishment. They go out of their way to make the control arm look great . Great publicity for REGN . Dream team are amateurs. Also, EYPT is not chopped liver here . Potential sleeping giant pending Lugano/Lucia results .

[Mike @Mikeptyg]

@Sjfms1Steven @acoscap18259 @wallstlobo @zipjet Issue with Ocul is that the dream team diluted the hell out of the company . Upside limited as a result . This company is either going to get bought out on the cheap short-term or go into “prove it” mode and eventually buy back shares.

[Mike @Mikeptyg]

@Sjfms1Steven @AscendingBio Agree it’s not a big deal if patients don’t see the floaters and the particles are outside the field of vision . It’s more of a communication issue between docs and patients that the floaters are a non-issue .

[Mike @Mikeptyg]

$OCUL On RBC call, did Pravin imply using single SOL-1 study for NDA approval raises FDA standard ? That is some impressive spin 👏

[Mike @Mikeptyg]

@zipjet RBC analyst grilled both ceos this morning. Was refreshing because usually they use kid gloves with these fireside chats incentivized by book runner money .

[Mike @Mikeptyg]

@AscendingBio Not sure the weight the SPA holds going into the decision. On paper , the sol-1 has no re-dose data, and SOC control arm. Safety data is ok . But analyst made a good point in asking whether the re-dose will increase floater rate . In general, the bar is high far wetAMD drugs.