AL2022 📉🔥💸

PhD scientist. UPenn alum. Avid investor in late stage biotechs. Lover of all Boston sports. It’s only my opinions here. It’s up to you to do your own DD!

[dough @semodough]

$TGTX TG Therapeutics Announces Positive Topline Phase 1 Data for Subcutaneous BRIUMVI in Patients with Myasthenia Gravis and Initiation of Potential Registration Directed Randomized Phase 2 Trial | TG Therapeutics, Inc. https://t.co/QaoMN3F2kp

[AL2022 📉🔥💸 @alanla99]

@A_May_MD lol that’s a pretty big mistake..

[AL2022 📉🔥💸 @alanla99]

no expert on $abvx but been following. I won’t comment on all the cancers, but how can the colon cancer be drug related? Aren’t colon cancers notoriously slow and take 5-10 yrs to progress from a polyp? If obe caused the cancer, I would expect that lvl of potency to cause more.

[AL2022 📉🔥💸 @alanla99]

👀

[Anthropic @AnthropicAI]

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.

It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx

[AL2022 📉🔥💸 @alanla99]

@semodough This has to be a joke right? 😂 no way BoA said that.

[Emmanuele @Biotech2050]

Summarization of $TGTX Jeffries conf call

Peak revenues is now expected to double and hit beyond > $5B per year whilst trading at a market cap of $6B with a patent expiration through and beyond 2042 (subcutaneous patent will extend it to beyond 2045)

Do the maths of the annuity revenues with an annual relapse rate of 0.011 (1 relapse in 88 years)

[Peter Suzman @Biomaven]

$TGTX So looks very likely indeed that every 3 month self-administered Briumvi via an autoinjector is going to work. They managed to get a high concentration of drug in a small volume (2ml) without it getting too viscous for an autoinjector - Ocrevus needed more than 10x that volume for their subq, which is why they required a pump.
So from a market perspective, they will have both an IV and subq where the patient can freely switch, and they will have only 4 injections per year instead of the Kesimpta 12 injections. Their IV with new dosing schedule will be way easier than Ocrevus for new patients. Their efficacy is likely a little better than both competitors.

[AL2022 📉🔥💸 @alanla99]

@ngyojiw Subq is at home with an autoinjector. It’s a different market which kesimpta currently owns. Some people also don’t have convenient ways to get to an infusion center or just prefer to dose themselves.

[AL2022 📉🔥💸 @alanla99]

Quarterly dosing of a subq version of Briumvi would be 🧑‍🍳 💋. Keeping its IV efficacy, a lower pricing, and such an improvement in QoL would allow it to be extremely competitive with kesimpta. $tgtx and MW firing on all cylinders

[TG Therapeutics @TGTherapeutics]

#Breaking - $TGTX announces positive results from Ph1 Trial evaluating bioavailability of our subcutaneous formulation for adult patients with #RMS. Top-line data evaluating quarterly dosing from our Ph3 study expected YE26/Early 2027. Details: https://t.co/CWj81oan7e #FearlessForPatients

[AL2022 📉🔥💸 @alanla99]

Wow $abvx… almost a 50% haircut. NP.

[AL2022 📉🔥💸 @alanla99]

@semodough The subq data will be the real mover. If they can make a once ever 2-3 months drug with similar efficacy as iv Briumvi… watch out kesimpta!

[dough @semodough]

$TGTX TG Therapeutics Announces Positive Topline Results from Phase 3 ENHANCE Trial | TG Therapeutics, Inc. https://t.co/SuunHClS4w

[AL2022 📉🔥💸 @alanla99]

@mgswift7 @TribLIVE 100% a win now trade. The championship window doesn’t stay open forever. Trading the prospect for the vet. Seen this happen 1000 times.

[AL2022 📉🔥💸 @alanla99]

@comBradStevens This made me 😂

[AL2022 📉🔥💸 @alanla99]

@MAGATexanMBA Good earnings

[AL2022 📉🔥💸 @alanla99]

That short squeeze for $tgtx is gonna hit like crack

[AL2022 📉🔥💸 @alanla99]

@semodough The data can’t be that bad if they initiated the p3 at two doses of 2 month and 3 months. If the data was iffy, imo, they would have had a 1 month dose as well just to compete with kesimpta on efficacy and not consider QOL

[AL2022 📉🔥💸 @alanla99]

Is it me or was that the most “excited” you have heard MW in a $tgtx CC? Call over, sounded good to me. Briumvi and TG seem to be firing on all cylinders. Also, please relax on the EPS. They are a growing biotech. growing revenues and positive pipeline updates are what matter.

[dough @semodough]

$TGTX #Briumvi reduces “crap gap “ Ublituximab Reduces Wearing-Off Effect Among
Participants Who Previously Complained of Wearing-Off

[AL2022 📉🔥💸 @alanla99]

@LucilleBurdge would or would not?!

[MLB @MLB]

The Colorado Rockies will have donut pizzas at Coors Field this season 😋

These donuts are covered in garlic butter, grated parmesan cheese, mozzarella cheese, pepperoni, marinara sauce, pesto sauce and Italian seasoning 😮