Retail Biotech

Comments on publicly-traded biotech | Focus on oncology, SMID-cap stocks | PhD in Cancer Bio | Industry | All views my own

[Retail Biotech @RetailBiotech]

@bob_bob2131 @zhaoweiasu @InvestsZoo4947 (aka Prime editors have far fewer off-targets than base or Cas9)

[Retail Biotech @RetailBiotech]

@bob_bob2131 @zhaoweiasu @InvestsZoo4947 Yes there can be, depending on the editor and depending on the site or editing window. Off-target editing of RNA is another concern with certain base editors.

Base is still cleaner than regular Cas9, but Prime editors are on an entirely different level wrt off targets

[Retail Biotech @RetailBiotech]

@learnbiotech I will say though I think there are a number of examples out there in the last 1-2 yrs where this holds true for biotech. Would be interesting to see how generalizable it is though, particularly in this current sector downturn.

[Retail Biotech @RetailBiotech]

@learnbiotech This is kind of interesting, tbh. Thx for sharing. I wonder how broadly applicable it is today, and whether there were any confounding macro effects on the biotech sector specifically during the time that study was conducted (‘08-‘10).

[Retail Biotech @RetailBiotech]

@zhaoweiasu @2035Bio @RNAiAnalyst Yes that’s 100% correct. The template design of PE system makes off target or bystander edits farrrrrr less likely (essentially undetectable) than either BE or regular Cas9.

[Retail Biotech @RetailBiotech]

@GeneInvesting @MartinShkreli Nah I think he should do $AVXL next

[Retail Biotech @RetailBiotech]

@Christo60653473 Yes, maybe should have added that to my original post, but I agree with you. If NSCLC data is good, I think they’re an absolute slam dunk for BO.

Still compelling as is though, imo. Even if no BO, I’m still long the stock as amtagvi rollout continues. Lots of room for growth

[Retail Biotech @RetailBiotech]

@Idvst8_Markets $VKTX on my BO list as well, although I think they have everything they need to succeed on their own (I guess same could technically be said for $IOVA)

Haven’t considered the others on your list as much aside from MDGL, but maybe I need to do a deeper dive!

[Retail Biotech @RetailBiotech]

Liking the price action for $IOVA and $CKPT today.

Still feel like $IOVA should be trading at double current SP.

$CKPT has been great to me. Cashed out original investment once I hit 100% return, now just letting house money ride into the pending cosi approval

[ボア大王🩷 @ntlaguy]

$NTLA Find me another stock that has a market cap of $1.5 billion with a potential blockbuster drug in Phase 3 and the RMAT designation.

[Retail Biotech @RetailBiotech]

Oh snap I didn’t actually think I was going to be right lmao

[Retail Biotech @RetailBiotech]

So based on the stellar data (again) from $NTLA, I guess that means stock price will be dropping another 30% on Monday? /s

[Retail Biotech @RetailBiotech]

@Pharmdca lol I’ve been wondering when this event would start to get more coverage. Everyone’s distracted by the manufacturing right now

[Retail Biotech @RetailBiotech]

So based on the stellar data (again) from $NTLA, I guess that means stock price will be dropping another 30% on Monday? /s

[Retail Biotech @RetailBiotech]

@Jasonmmast But how often are patients required to take the siRNA tx? $NTLA may have the advantage here with the one-and-done approach

[Retail Biotech @RetailBiotech]

@ValueDig This is awesome. Really nice summary

[Retail Biotech @RetailBiotech]

So now that $NTLA ATTR data is out, how we all feeling???

[Retail Biotech @RetailBiotech]

Can I also just take a moment to say that the data from $NTLA always just looks so CLEAN?? From HAE to ATTR, I'm always left feeling truly impressed.

Not too many companies at this stage routinely publish in @NEJM whenever they have a data drop.

[Retail Biotech @RetailBiotech]

Previous estimates suggested 80% reduction in TTR levels required for tx benefit.

Consistent with previous data from $NTLA, newest ph1 release shows they are comfortably above that target at 90%, and the reduction happens FAST (<1 mo). From NEJM paper -->

[Intellia Therapeutics @intelliatx]

#ATTR News: $NTLA announces positive new clinical data from the ongoing Phase 1 trial of nexiguran ziclumeran (nex-z) in patients with #ATTR amyloidosis with cardiomyopathy. Full details here: https://t.co/RP20Uz8GLR. Join us at 12 p.m. ET for a webcast discussing the data, as well as an update from the ongoing Phase 1 polyneuropathy cohort. https://t.co/hufx97doY8
#CRISPR #GeneEditing

[Retail Biotech @RetailBiotech]

wrt $NTLA ATTR data: during most recent earnings call, leadership stressed that when looking at the data released this morning, remember that these are patients with advanced, severe disease. That they are achieving these results in this patient population is really impressive.