Raul Ursic, Ph.D.

Boliviano & Paceño Bolivarista, aventurero, padre
Biomedical scientist, world citizen, coffee addict, soccer & tennis fan
Opinions are my own

[Dirk Haussecker @RNAiAnalyst]

$ALNY first to liver
$ARWR first to lung
$ALNY first to intrathecal CNS
$ARWR first to adipocytes
$ARWR first to CNS via subQ?

[The Wall Street Journal @WSJ]

How Mark Carney is trying to make Canada European again https://t.co/EFc1zBXQOo

[BikeRieder🇨🇭 @BikeRieder]

$ARWR presented at Cantor today. CFO Daniel Abel and our top shot, Andy Davis, SVP, Cardiovascular/Metabolic Franchise Head were present.

My takeaways:
👉 if FDA would approve PlozaSiran for sHTG today, we would be ready to launch
👉 product ready, sales team ready, processes ready, 20'000 doctors identified, thousands of patients known, very good feedback from payers - not just for FCS patients, even if we look for sHTG patients!
👉 we will start focusing on patients above Trig's 880 (1 Mil US patients) but we hear that doctors also want to prevent first AP for patients between 500 - 880 Trig's!!
👉 NO! licensing deals planned, maybe for some smaller markets. We sell PlozaSiran and ZodaSiran on our own!! Good thing!
👉 PlozaSiran is REALLY superior than tryngolza
👉 We are excited about DimerPA, AROMAPT, AROINHBE and AROALK7!
👉 No changes in data disclosure for those 4 candidates
👉 September for DimerPA and AROMAPT
👉 Q4 for ALK7 and INHBE

[Toronto Star @TorontoStar]

A Canadian economy that could be expected to shrink with the growing hostility of its largest trading partner is instead growing stronger. https://t.co/dSOaZJCVtT

[Dominic LeBlanc @DLeBlancNB]

Canada has what the world wants. And the world is choosing to invest in Canada.

In 2025, Canada attracted $93.2 billion in foreign direct investment – our best year for FDI in nearly two decades.

That investor confidence reflects Canada’s strengths: our position as a stable and reliable trading partner, a highly educated workforce, abundant natural resources, and access to 51 global markets and 1.5 billion consumers.

We’re building on that momentum by hosting the first-ever Canada Investment Summit this fall – bringing together global investors to unlock new opportunities, strengthen partnerships and reinforce Canada’s position as a premier destination for investment.

Read the FDI Report 2025: https://t.co/5CF1qwF7gL

[Dirk Haussecker @RNAiAnalyst]

$ARWR great to see that Co today did not inflate (initial) plozasiran sales potential: >880 and 500-880 with prior Hx. It's all up to execution now and maybe look beyond US.

I also expect a few off-label 500-880 uses out of the vast pool of sHTG subjects. If I had 800, but no prior Hx, I'd want to do anything to avoid painful AP.

Rare to see such honesty. Sign of confidence.

[ArrowheadPharma @ArrowheadPharma]

Breaking News: At the European Society of Cardiology Congress (ESC), we presented Phase 3 SHASTA-3 & SHASTA-4 data demonstrating our investigational siRNA therapy reduced acute pancreatitis events in patients with severe hypertriglyceridemia.

Learn more: https://t.co/D8ES58MCi2

[Mark Carney @MarkJCarney]

The name Lake Ontario comes from the Wendat word Ontari’io, which, appropriately, means “the lake is beautiful, the lake is big”.

The name is more than 400 years old, predating both the Confederation of Canada and the Declaration of Independence of the United States of America.

We know that America is changing. Their trading relationships, their foreign policies, their national monuments, their hydronyms.

Canadians also know that naming reality means calling it Lake Ontario – then, now and always.

[IRCC @CitImmCanada]

We are looking for skilled workers to help strengthen the Canadian economy and address labour shortages in key sectors.

Here are the Express Entry categories where we are seeking experienced professionals to compliment our workforce:
• medical doctors, researchers and senior managers with Canadian work experience
• health care and social services professionals
• tradespersons
• educators
• professionals in science, technology, engineering and mathematics (STEM) occupations
• professionals in transport occupations
• workers with French-language proficiency

Find out how Express Entry category-based rounds of invitations work: https://t.co/cqO4B3XsIr

[Raul Ursic, Ph.D. @RauliBio]

$ABUS $MRNA
Moderna Vaccine Appeal Poised to Set Patent Liability Benchmark
https://t.co/aJFmB953vu

[Financial Times @FT]

A red card for the boss of world football https://t.co/vOjXtkUvMP

[Raul Ursic, Ph.D. @RauliBio]

@anthonynoto @SoFi then why is the stock almost 10% down today???

[The New York Times @nytimes]

From @TheAthleticFC: Argentina disgraced themselves and the World Cup final with their charmless petulance, our columnist writes. It was "a tetchy, petulant and distasteful performance by the now deposed world champions." https://t.co/3X3DTE9PFe

[ArrowheadPharma @ArrowheadPharma]

Breaking News:

We’re pleased to announce positive topline results, with our Phase 3 SHASTA-3 and SHASTA-4 studies achieving the primary endpoint and all secondary endpoints in patients living with severe hypertriglyceridemia (sHTG).​

Learn more: https://t.co/motz0A1lZL

[Financial Times @FT]

Fifa ‘crossed a red line’ by reversing US star striker’s suspension, Uefa says https://t.co/ytwEHv7YyC

[Ihtesham Ali @ihteshamali]

Jennifer Doudna won the Nobel Prize for gene editing and went on Bloomberg to say the chatbots everyone is betting on cannot innovate at all. Every promise Silicon Valley is making about AI curing disease just hit the one person qualified to check it.

She has spent her whole career inside the actual frontier of curing disease.

So when she talks about what AI can and cannot do in biology, she is not guessing. She is reporting from inside the lab.

Her words were blunt. She is not seeing chatbots innovate. They summarize data. They write reports. They do not come up with a brand new idea nobody has ever had.

Then the interviewer pushed. So you're saying AI can't innovate?

Doudna did not flinch. She does not know if it can't. She just does not see it doing it right now.

This lands harder when you remember who is making the opposite case. Sam Altman says AI will eliminate disease within five years. Larry Ellison says AI will cure cancer in a 48 hour window.

An OpenAI executive even floated that the company should get a cut of sales on any drug discovered through ChatGPT. Doudna answered that in two words. Good luck.

Even the cancer specialists Altman is selling to keep warning that cancer is not one disease but hundreds, each needing its own cure, and that compute does not skip the years of lab work.

Her reason is simpler. Biology is hard. You cannot simulate your way to an understanding of the human body.

The people promising cures are the ones selling the tool.

The person who actually won a Nobel building them is telling you it has not happened yet.

Source: Bloomberg Originals

Watch the full video on their official channel.

[NEJM @NEJM]

Original Article: Daraxonrasib or Chemotherapy in Previously Treated Metastatic Pancreatic Cancer (phase 3 RASolute 302 trial) https://t.co/y4G27hfORg

#ASCO26 | @ASCO

[Bloomberg @business]

You don't often see a medical conference erupt in applause, notes @LisaMJarvis. But then again, you don't often see a cancer drug like this one (via @opinion) https://t.co/V1MczL9kLR

[Raul Ursic, Ph.D. @RauliBio]

WTF FIFA???!!!!