nuere

PhD in molecular biology

[nuere @nuere]

Possibly relevant for $PRQR and AX-0810

[Nick Norwitz MD PhD @nicknorwitz]

New research in @Nature has identified a bile acid called Lithocholic Acid (LCA) that could be the missing link between caloric restriction and improvements in lifespan and health span. (Link at end 🔗)

🤔1/6) Brief Background
For background, caloric restriction has been shown repeatedly in lower organisms, like fruit flies and worms to extend lifespan.

In mammals, the effects tend to be smaller in terms of lifespan; however, can still be sizable with respect to healthspan, which one could argue is at least equally important.

But the cascade of mechanisms linking caloric restriction to lifespan and healthspan has remained murky.

🚨And we need to consider serious tradeoffs in humans...

In particular, low-calorie diets can lead to muscle loss and frailty, which is a serious problem.

We will hit on that below, with some very exciting muscle-centric findings.

#Longevity #Muscle #GLP1 #IntermittentFasting cc @bryan_johnson @agingdoc1

[nuere @nuere]

@nicknorwitz @DaveEDanna https://t.co/M7fiOVrdyR

[nuere @nuere]

$CABA served me well, my first 10 bagger on the way up from sub dollar.
Keeping $BCYC and $PRQR for a similar, or more, bagger..

[nuere @nuere]

Three biotech platform companies that will do well in the coming years $BCYC $CABA and $PRQR

[nuere @nuere]

I’ve decided to stop looking for new biotech companies.
I realised that with my portfolio comprising of equal value in $BCYC and $PRQR I can safely retire :)

[nuere @nuere]

@RNAiAnalyst First of all, many thanks for all the high quality posts during the years! I discovered $PRQR before you started to mention them but I didn’t take a substantial position until I realised you were positive ;-)
I have tried to find your blog, is it still active?

[nuere @nuere]

The Phase ll data looks promising! Cerenoscientific https://t.co/ftauMEDNQF

https://t.co/Wvf7QnVZrL

[nuere @nuere]

I think Cereno https://t.co/ftauMEDNQF could be a good bet prior to their imminent Phase II data in PAH. This is a nice overview.
https://t.co/pqYXHdktoy

[nuere @nuere]

@Bertrandbio, have you looked at $CRNO-B.ST? Seems they have promising results coming out of their phase II in PAH and the CEO is very upbeat and thinks their drug CS1 (reformulated valproic acid) is better than sotartecept. If $CALT could cash in on a reformulated budenoside…

[Bertrand Delsuc @BertrandBio]

#AsahiKasei intends to do more M&A in specialty pharma by end FY'25 (March 2026) - and they like Europe since they bought Veloxis in 2019, now Calliditas in 2024... Probably b/c it's cheaper there. So, who's next?

[nuere @nuere]

I guess some funds wants to join on the cheap before Felix sells $BCYC for a lot of money..

[Bicycle Therapeutics @Bicycle_tx]

We are pleased to announce our $555 million financing to support our ongoing pipeline progress. Thanks to our investors for their confidence in the potential of our Bicycle® platform to create new medicines for #cancer and other diseases. Read here: https://t.co/M8uwUwXmKZ

[nuere @nuere]

Good to see $BCYC on the list!

[Brad Loncar @bradloncar]

This is going to be an epic week. I will be profiling the best of life sciences in London, Oxford, and Cambridge.

[nuere @nuere]

Couldn’t harm to have Felix Baker on the board! $BCYC

[nuere @nuere]

With $GMAB purchase of ProfoundBio today and, recently $FUSN by $AZN, it’s patently obvious that $BCYC should be valued at > $2B

[nuere @nuere]

Yet an excellent example of that $BCYC has so much more than a padcev killer..

https://t.co/HoAgeoabs9

[Bicycle Therapeutics @Bicycle_tx]

We recently co-authored a publication in #JMedChem with @AstraZeneca demonstrating the potential of our Bicycle® platform to target a key protein involved in the development of #asthma and other #atopic diseases within this article. Read here: https://t.co/Ugxn5jOj71

[Georgia Ede MD @GeorgiaEdeMD]

Dr. Georgia Ede's 'Ask Me Anything' Livestream: Part Two https://t.co/Io3yLiKJ4Q

[nuere @nuere]

$BCYC is still ridiculously cheap considering it’s basically alone in the field of “small high affinity binders to any target that could carry a lot of things “..
I’m planning to hold until MC is north of $5B which will happen soon😊

[nuere @nuere]

What an amazing pipeline $BCYC have, if they ditched their clinical assets they would probably be worth more… Although, I still believe 8009 could dethrone padcev

[nuere @nuere]

Yet another indication that $BCYC could have a viable padcev competitor $SGEN https://t.co/ZC7aPnXIrC

[nuere @nuere]

@ErikOtto2 Nice, I immediately notice the Ottoeffect..
I really like that Srdan Verstovsek is so positive about the GB2064 in MF $GLTO

[Erik A. Otto @ErikOtto2]

Biotech idea of the day: $GLTO. First of all a warning: This is a microcap company, and could be subject to extreme dilution. Tread very carefully.

[nuere @nuere]

Buying more $BCYC, could easily be >$10B in a couple of years

[nuere @nuere]

Sold my last $CABA and bought some more $BCYC