Mindreader Biotech

PhD (molecular biology) + MD
Bridging Science and the Markets in Biotechnology

[Mindreader Biotech @MindreaderBio]

Checkpoint blockade removes the PD-1 brake on CD8 T cells.

But brake release ≠ engine restoration.

Exhausted T cells need metabolic support and persistence signals (think IL-15 biology). The Anktiva.

The next wave in oncology isn’t stronger chemo. It’s immune system architecture.

@DrPatrick @elonmusk @ImmunityBio @Biotech2k1 @_Biotech_iQ
#Immunology #Sciencecommunication #Oncology #biotech #CancerResearch
$IBRX #StocksInFocus

[Mindreader Biotech @MindreaderBio]

OPTIMA trial.
68% of high-risk breast cancer patients didn’t need chemotherapy.
Same survival. Proven in 4,429 patients.
The question this raises: if Prosigna identifies 68% of “high risk” patients as low risk how many women are receiving chemotherapy they don’t need?

Current NCCN guidelines still recommend Oncotype DX as standard.
The difference: Prosigna uses 50 genes across all four intrinsic breast cancer subtypes not just recurrence risk. It captures tumor biology more completely than a single-pathway score.

$VCYT holds the IP. Guidelines change slowly.
@Veracyte @BreastCancerNow @AmericanCancer

[Mindreader Biotech @MindreaderBio]

$REPL from what I understand these guys were so confident in approval they are prepared to manufacture.

[Mindreader Biotech @MindreaderBio]

$VSTM can’t hurt to have fast track designation.They have 2 fast tracks pancreas and NSCLC for their KRAS on/off drug.$344 million market cap.Lots of upside.They currently have multiple phase 2 trials in pancreatic,NSCLC and colorectal. No sign of any dose limiting side effects. Increased position today.

[Mindreader Biotech @MindreaderBio]

Even in this lousy market I think $REPL is going much higher.The data presented at ASMO was beyond impressive.This drug will be approved.

[Mindreader Biotech @MindreaderBio]

Ouch!Sometimes you just have to listen to the market and the message is loud and clear. It’s very difficult to gauge the future cash flows of biotech stocks right now with the Chinese biotech steamroller unleashed.Sort of a solar panel moment.I personally am scaling back most positions.Very unfortunate timing.Unsurpassed biotech innovation uncertain rewards.

[Mindreader Biotech @MindreaderBio]

Totally exhausted, but what a week.

Amazing science, great conversations, And that standing ovation for RVMD? A room full of people celebrating a breakthrough that could change lives. That’s a moment I’ll remember for a long time.
$RVMD @ASCO

[healthbot @thehealthb0t]

Were you aware a promising cancer treatment has existed for over a decade?

Dr. Patrick Soon-Shiong told Chris Cuomo: IL-15 (Anktiva) shows survival gains in lung, breast, pancreatic and glioblastoma.

Trials and data exist.

Saudi Arabia just approved it for lung cancer.

In the US? Still restricted to one narrow bladder cancer use.

Over 13,000 patients are begging for access.

If it can save lives, why are Americans still waiting?

[Mindreader Biotech @MindreaderBio]

At ASCO, a phase 3 trial told 2 out of 3 breast cancer patients: you don’t need chemotherapy.

Not because their cancer was low-risk.
Because a 50-gene test looked at their tumor’s biology and said the chemo wasn’t going to help enough to justify it.

That’s the OPTIMA trial. 4,429 patients. ER+/HER2- early breast cancer the most common subtype. All of them had clinical features that traditionally put them in the “you need chemo” category.
68% had low genomic risk scores. For that group, 93.6% treated with hormone therapy alone were alive and recurrence-free at five years. With chemo: 94.8%. Difference: under 2%.

No chemo. The tool that made this possible: the Prosigna test. 50 genes. One score. The difference between months of toxic treatment and walking away with just hormone therapy.

Here’s what most people missed in the ASCO noise:
Prosigna now has the strongest prospective evidence of any genomic test in this space. The current guidelines still recommend a competitor test. That gap between evidence and guidelines is exactly where paradigm shifts live.
And the US commercial launch of Prosigna is June 8.

That’s next week!! $VCYT
@asco
#asco26 #breastcancer #veracyte

[Mindreader Biotech @MindreaderBio]

Interesting that some of the critics want to dismiss $IBRX because numerous investigators have tried to harness NK cells without success but they ignore the genius of Anktiva an IL-15 superagonist .Before Keytruda no one had ever managed to inhibit PD-1 pathway.

[Mindreader Biotech @MindreaderBio]

ASCO feels a bit quieter today more time spent in the poster halls than the main sessions. That’s often where the real depth is: early signals, gritty translational work, and the science before it becomes headlines.
#asco2026

[Mindreader Biotech @MindreaderBio]

More good news for one of our favorite babies $PGEN Presented an update at ASCO,Heading towards positive cash flow and starting a HPV 16 and 18 study this fall.Patent protection for Papzimeos August 14,2032

[Mindreader Biotech @MindreaderBio]

@HarrieScarlet @ASCO @Replimune Believe it was an update.Lot of moving parts with FDA confusion.I have never seen 3 year data like that or the 83% number in responders

[Mindreader Biotech @MindreaderBio]

Wow!Just left ASCO $REPL updated Phase 2 presentation showing durable response 47% overall 3 year survival. Proud to have supported these hard working scientists. So happy for the patients.
@ASCO @Replimune

[Mindreader Biotech @MindreaderBio]

We couldn’t be happier to see such a win for biotech.

Watching the oncology community give a standing ovation to daraxonrasib at ASCO was a reminder of why we do this. l RevMed has been a significant portfolio position for us, making this milestone especially meaningful to witness firsthand.
In a disease like pancreatic cancer, where progress has been painfully slow and survival rates remain devastatingly low, seeing survival outcomes nearly double is the kind of result that moves an entire field forward.
These are the moments that validate innovation, reward scientific courage, and most importantly, offer new hope to patients and families who desperately need better options.
Congratulations to the RevMed team on an achievement that will be remembered for years to come. $RVMD

[Mindreader Biotech @MindreaderBio]

Of course KRAS is one mutation but as we have noted in the past young people are developing cancers and mutations earlier. In all likelihood KRAS is not the only mutation these individuals have it is just a lethal one!
$KRAS #genomics #immunotherapy #biotech #precisionMedicine #mutation
@Biotech2k1 @BiotechTV @aakashgupta @GeneInvesting @trader1sz @BigCheds

[Mindreader Biotech @MindreaderBio]

@docrodwong You are 100% correct.Disgusting how Prasad contrived the second CRL.None of the melanoma experts were given any say on $REPL. Hopefully we can see a more reasonable approach in the future.

[Mindreader Biotech @MindreaderBio]

It reflects years of scientific risk, persistence, and execution. Exciting to see meaningful progress in pancreatic cancer finally reaching patients. Congratulations to the RevMed team. $RVMD

[Rod Wong, MD @docrodwong]

a standing ovation for daraxonrasib at asco. over 40k oncologists, entrepreneurs, investors, and patient advocates together celebrating revmed's breakthru in the fight against pancreatic cancer. u never forget these moments. it's what innovation is all about.

[Mindreader Biotech @MindreaderBio]

Safety profile remained favorable with no new signals flagged.

[Mindreader Biotech @MindreaderBio]

Just left the ASCO meeting and palpable excitement over $REPL Phase 2 update 85% 3 year survival in responders.Fantastic to see this durable response.47.8% overall 3 year survival.Proud of these scientists.Thrilled for melanoma patients with few options.

[Mindreader Biotech @MindreaderBio]

The the Serum Institute of India is providing Bacillus Calmette-Guérin (BCG) to $IBRX
@SerumInstIndia @ImmunityBio

[Mindreader Biotech @MindreaderBio]

Happy to meet some of the $IBRX team.They do have a source available other than MRK for the BCG.

[Mindreader Biotech @MindreaderBio]

Just watched live data on RP1 + nivolumab in anti-PD-1-failed melanoma at #ASCO26.

This is the patient population everyone said was out of options.
The data spoke so loudly:
mOS: 32.9 months
3-year OS: 47.8%
Among responders? 83.5% alive at 3 years.
Median DOR: 24.8 months
ORR: 33.6%
In a population that already failed checkpoint therapy.

[Mindreader Biotech @MindreaderBio]

@sportsandcraft Yes!