Miljenko Zuanic

[Spontonic @spontonic]

"safety profile was generally as expected"

"nadir of disease control occurred after dose reduction"

$BDTX

[Miljenko Zuanic @Miljenkoz]

@spontonic @JacobPlieth #Asandeutertinib safety profile is nothing better than for #Sileverinib! $BDTX

[Miljenko Zuanic @Miljenkoz]

$BDTX Silevertinib safety is not the best, but it is not at "alarming level". If 150 mg (or lower) continue to deliver...CNS activity is definitive big plus. Will see how will potential partner react?

[Regeneron @Regeneron]

A Regeneron antibody was recommended by the @WHO for investigational use in response to the current Bundibugyo Ebola outbreak. Read more: https://t.co/NHHEW8Pgpb

[Miljenko Zuanic @Miljenkoz]

@dedwng This note make more and more sense to me!!

[Miljenko Zuanic @Miljenkoz]

Actually, short interest increase (by 600K) for 05-15! Go figures???? $CYTK
Shorts are not at all scared of latest nHCM results???

[Miljenko Zuanic @Miljenkoz]

$CYTK How much of the short interest will be covered by secondary, from bankers?

[Miljenko Zuanic @Miljenkoz]

@spontonic It is main reason drug is first line therapy,... not second,..third,....! $BDTX!

[Miljenko Zuanic @Miljenkoz]

@JacobPlieth Thats AE are cumulative for 200 mg, they cumulatively dropped by 80% for 135 mg! Pick your numbers, if you can!

[Miljenko Zuanic @Miljenkoz]

@BiotechCLin No, it move to 50%, and need to be <50!

[Miljenko Zuanic @Miljenkoz]

@spontonic Serious TRAEs did not change, lower dose. They can not selectively negotiate with partner without public release of data, think partnering is on table.

[Miljenko Zuanic @Miljenkoz]

@spontonic 200 mg has +60% G3 AE, so it is eliminated as option for p3. 100 will be lower, and 150 mg optional, if FDA agree. Think, they have a real shot! Partner would help(counting on it). Why did they broke ASCO embargo? Partner negotiation!

[Miljenko Zuanic @Miljenkoz]

$BDTX Can we clear tomorrow 5.0? And, move toward +10?

[Miljenko Zuanic @Miljenkoz]

@AAMortazavi @JMaraganore From frontline science to approved drug roads are long, way too long. You know that! How long it took (by chance) to develop AI chip???

[Miljenko Zuanic @Miljenkoz]

@BiotechObserver @DmitryKovalchuk @adamfeuerstein @CloisterRes Nonetheless, $REGN run P3 from "robust" P1 data, and something went wrong! They should know better! $$$$ (and time) were/are wasted!

[Miljenko Zuanic @Miljenkoz]

@BiotechObserver @DmitryKovalchuk @adamfeuerstein @CloisterRes If it is "new" indication that approved drug is targeting (in combination with unapproved candidate), than figuring out each single agent contribution is not that bad. However, anti-PD1 for melanoma is well characterized, and single agent was not necessary.

[Miljenko Zuanic @Miljenkoz]

@BiotechObserver @DmitryKovalchuk @adamfeuerstein @CloisterRes Thanks for clarification!

[Miljenko Zuanic @Miljenkoz]

@BiotechObserver @DmitryKovalchuk @adamfeuerstein @CloisterRes Why they tested 4-fold dose level difference? It is more common sense failure (bad judgement) than simple "bad luck"! Why so large spread in PFSs, so chance that observed effect are for real are not with needed confidence??? Bad luck? Do not think so??? Bad FK/FD? Probably...

[Miljenko Zuanic @Miljenkoz]

is $REGN responding to ebola outbreak in Congo?

[I,Hypocrite @lporiginalg]

This is the American criminal justice system in action.

[Miljenko Zuanic @Miljenkoz]

$REGN and #Lag3 No single word on OS trend, so far????