Rayan Biotech

Biotech Enthusiast and Investor.

[Rayan Biotech @Rayanbiotech]

@BAMBossie81 If they do not sell, it’s a 5x in a few years from current prices. But that scenario is highly unlikely if you look at the history of UC drugs being bought out. 5% dilution doesn’t mean anything, it’s all negotiation leverage and stability.

[Rayan Biotech @Rayanbiotech]

@MartinShkreli Data seems good at first sight, but also take into account that GSK terminated their IL-18 drug for predefined futility

[Rayan Biotech @Rayanbiotech]

Given the new data that effectively dispels the cancer scare for $ABVX, I believe a buyout around the range of $18 to $20 billion is imminent.

[Rayan Biotech @Rayanbiotech]

@crisprspace @GeneInvesting I don’t think anyone who knew what they were doing would’ve bought it at the high

[Rayan Biotech @Rayanbiotech]

@PickingMyOwn where do you see the rumors?

[Rayan Biotech @Rayanbiotech]

@A_May_MD Also to note, up-regulating miR-124 is actually biologically oncosuppressive.

[Rayan Biotech @Rayanbiotech]

@aggregategains @A_May_MD @SirHiss108 @Dok__Tok I think they’ll consider it after they release the safety analysis or price recovery. mgmt is smart enough to not do a raise here.

[Rayan Biotech @Rayanbiotech]

$ABVX is a good buy at these levels. Looking at it through biological mechanisms, I think they got very unlucky with the statistics. Still could be one of the best selling drugs of all time. Let’s not forget about safety concerns with JAK inhibitors.

[Rayan Biotech @Rayanbiotech]

@GeneInvesting Interesting, theres no progression between the 0-25. but n=195 is a considerable sample size for 50mg and 7 cases wow

[Rayan Biotech @Rayanbiotech]

@crisprspace @PrimeMedicine They have been trying to get deals for years now. I am not sure what the hold up is; considering their tech and range of indications they can solve. Kinda put salt on the wound when tessera got a deal before prime 🫠. Hopefully they get a favorable arbitration in the meantime.

[Rayan Biotech @Rayanbiotech]

@GeneInvesting data on their in vivo gene editing drug for hep-b. I haven’t looked into it much or know much about their tech, but it seems like a step up for hep-b.

[Rayan Biotech @Rayanbiotech]

@GeneInvesting @DickMedChem I guess it’s a product that the general public would possibly benefit from. But, I think it will make its case in rare diseases first and a very gradual transition to more general use cases.

[Rayan Biotech @Rayanbiotech]

@Morty_Soley @intelliatx I have confidence in the management in terms of r&d. Their team has some of the brightest minds in the industry. However, I do agree that the company can do a much better job in raising capital. On the bright side, we now have cash runway for close to a year of hae sales.

[Rayan Biotech @Rayanbiotech]

@MartinShkreli @kimmonismus @cremieuxrecueil keep in mind gene therapy and gene editing is vastly different. most gene therapies add new genetic material outside of the chromosome whereas crispr knocks out or replaces the faulty gene. I’m a bit skeptical on this use case, but for something like hae or aatd it works well.

[Rayan Biotech @Rayanbiotech]

@GeneInvesting How big of a first mover advantage do you think beam will have in aatd? They’ll probably have the market to themselves for ~2 years.

[Rayan Biotech @Rayanbiotech]

@GeneInvesting @Vincent15101 what else can a pre-commercial biotech company do 😅

[Rayan Biotech @Rayanbiotech]

@GeneInvesting lol

[Rayan Biotech @Rayanbiotech]

@GeneInvesting The next two years are going to be great for beam and ntla at least with them commercializing assets.