PositiveToplineResults

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[PositiveToplineResults @PositiveTopline]

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[PositiveToplineResults @PositiveTopline]

@BioValues wake us up IF (never gonna happen) Yuval and Sean Moran put their money in

[PositiveToplineResults @PositiveTopline]

@BiotechTV @AstraZeneca Tomorrow is June* 5

[PositiveToplineResults @PositiveTopline]

@biofeed big position for me

[PositiveToplineResults @PositiveTopline]

@Jul05310473John @PCM_bio what about now?

[PositiveToplineResults @PositiveTopline]

@kinatsofrim @avidresearch SVR with all failed drugs also correlated with survival benefit. I get the argument but think KM analysis is weak when pressure tested. If real, then ya sure should be approved!

[PositiveToplineResults @PositiveTopline]

@kinatsofrim @avidresearch unmet need in front-line vs later line combined with Pac only in small subset (thrombocytopenic) where there was not other option. Confounded by clinical hold resulting in smaller N in FDA's own words. Still has to hit TSS in PACIFICA

[PositiveToplineResults @PositiveTopline]

OS signal is sensitive to information fraction IMO. Navitoclax had ~ 2.4 ORR for VAF reduction and greater % pts achIeving SVR35. The entire reason SVR ever accepted was the know correlation with surivival. IT HAS ALWAYS BEEN PROSPECTIVELY LINKED in the past 15 years. The NCCN argument I could buy...maybe

[PositiveToplineResults @PositiveTopline]

KOLs said the same thing during Navitoclax about TSS and FDA understanding. And how do you believe a KM curve with so few events, so much censoring, and with the median f/u for Seli being < where the deaths started happening on the control arm? HALF the pts hadn't reached 11.6 mo f/u

[PositiveToplineResults @PositiveTopline]

@Sanctuary_Bio Way too much optimism. Seems like we might be in for a couple more days🥲

[PositiveToplineResults @PositiveTopline]

@oakazaki @STL_Biotech @Banana_Oncology @SharkAlertsBio

[PositiveToplineResults @PositiveTopline]

$urgn cracks in the IP…

[PositiveToplineResults @PositiveTopline]

$xbi with delays in Iran deal and several bio darlings with some data questions now, expect a flow back into quality commercial

[PositiveToplineResults @PositiveTopline]

$tars trading at 3x 2026 rev guidance and 1x peak guidance excluding Lyme. Taking small bite here

[PositiveToplineResults @PositiveTopline]

$abvx

[PositiveToplineResults @PositiveTopline]

@BayAreaBiotechI I meant 1 call is too few!

[PositiveToplineResults @PositiveTopline]

@BayAreaBiotechI Where are you going with 1 KOL (key opinion liar) call

[PositiveToplineResults @PositiveTopline]

$rgnx nice little dip buy after DMD data. wAMD at least interesting and any reg flexibility on DMD sends this

[PositiveToplineResults @PositiveTopline]

$tars trading at 3x 2026 rev guidance and 1x peak guidance excluding Lyme. Taking small bite here

[PositiveToplineResults @PositiveTopline]

@balamethasone