Andrew

[Andrew @andrewkwil]

@EBRheum Your podcast on avacopan before the adcom (I believe) was very enlightening for someone who had followed the drug for 5-6 years at that point.

Learned a ton and appreciated the skepticism and perspective you provided then.

[Andrew @andrewkwil]

@SnackBioTech The science was always there on masp3. Fantastic target. Horrible management but they finally made the right decision.

They should have prioritized it over masp2 Covid/ta-tma 4-5 years ago and partnered or sold rights.

[Blood Journals Portfolio @BloodPortfolio]

Patients with severe TA-TMA have significantly higher nonrelapse and overall mortality than patients with nonsevere and no TA-TMA. https://t.co/zuM76vf57q #transplantation #clinicaltrialsandobservations

[Senator Thom Tillis @SenThomTillis]

The facts matter. The people matter. The Senate’s Medicaid approach breaks promises and will kick people off of Medicaid who truly need it. The Senate can make one simple fix to make sure that won’t happen.

[Andrew @andrewkwil]

@adamfeuerstein @Sports_bios Saddened to hear this news.

[Andrew @andrewkwil]

@adamfeuerstein @Sports_bios Ah man. I’ve had to scale back Twitter and active investing. He was one of 3 people I had set for notifications. Incredibly smart. To the extent you can perceive one’s character through a tweet, he was a humble and caring guy. I recall reading about him taking care of his father.

[Ben Pielstick @BenPielstick]

@sama File upload?

[Pediatric Nephrology @Ped_Neph]

There is an emerging paradigm shift to the use of C5-complement inhibitor eculizumab as rescue therapy in patients w/neurological involvement in STEC-HUS. Read this Research Letter on the national experience in New Zealand.
https://t.co/nHzj5JBVZr

[Andrew @andrewkwil]

@VinylMePlease @SteveEarle Harlem River Blues album…any chance ever? @JustinTEarle

[Andrew @andrewkwil]

@BiotechElmo With recent Novartis “data”, I wonder if they wish they had backed off narso prioritization 7-8 years ago and advanced oms906. Now way too late to the game in pnh imo.

Whatever happened to the achillion factor d drug that Alexion purchased? Is it being utilized?

[Andrew @andrewkwil]

@BiotechElmo They could not be more predictable with waiting until the last minute. The only surprise is they haven’t released an oms906 PR prior to igan data.

Still wouldn’t be surprised if they push new date to before Q3 earnings.

[Vlado Perkovic @VladoPerkovic]

I am so excited for our IgAN pts that the #APPLAUSE trial of #iptacopan found a significant proteinuria reduction at pre-specified interim analysis by @Novartis : https://t.co/dGpoACryb4. I am proud to co-chair the trial with @IgAN_JBarratt - hopefully regulatory approval soon!

[Andrew @andrewkwil]

@SnackBioTech Ahus is “soon” to be fully enrolled, too.

[Felix Poppelaars @FPoppelaars]

New paper on #complementbiology in systemic lupus erythematosus (SLE) @HeliyonJournal:
- https://t.co/beV7QpPKyV

🔑✉️:
-🩸MASP-1 & MASP-2 levels of were ⬇️ in SLE patients without LN & proliferative LN versus controls
-🩸MASP-1 levels correlated➕with C3 & C4, and ➖ with IC-C1q

[Andrew @andrewkwil]

Interesting. Many could paint the narrative that Alexion was out to protect their top line revenue by developing a 2nd gen eculizumab as they approached the eculizumab patent cliff. However, look at the quality of life improvements with ravulizumab. Eye catching and meaningful.

[aHUS Alliance Action @aHUSAllianceAct]

Study looks at #QoL & #aHUS treatment https://t.co/UrTwtyztm9 Mauch et al
“Fewer patients reported disruption to daily life and work/school attendance due to #ravulizumab infusion frequency (4.0% and 5.7%, respectively) than #eculizumab infusion frequency (72.0% and 60.0%).”

[aHUS Alliance Action @aHUSAllianceAct]

Study looks at #QoL & #aHUS treatment https://t.co/UrTwtyztm9 Mauch et al
“Fewer patients reported disruption to daily life and work/school attendance due to #ravulizumab infusion frequency (4.0% and 5.7%, respectively) than #eculizumab infusion frequency (72.0% and 60.0%).”

[Andrew @andrewkwil]

@BiotechElmo I believe narsoplimab has a good shot of hitting 50% reduction in this first sub pop.

It’s a decent spec play. No one trusts management. Even the $omer cult has mostly faded at this point.

[Andrew @andrewkwil]

@BiotechElmo 1st half 23…mid-23…q3 23…

Follows a typical pattern for $OMER.

What reduction in upcr is meaningful here? 50% reduction threshold is the perceived regulatory bar.

W/ oral sparsentan, atrasentan…iptacopan data to come…how high is the commercial bar for wkly iv dosing?

[Andrew @andrewkwil]

@SnackBioTech Held for a year from 16s and finally ditched all kdny shares on 6/2 in 25s in an effort to take some portfolio gains off the table heading into the 2nd half of the year. Great timing… 🙄

Congrats to those who held!

[Nephrology Journal Club @NephJC]

Which is the most common GN and why does it have so many trials?

#NephJC discusses Sparsentan in IgAN this week

Summary https://t.co/KQheu4pTE3 from @Ren_Familia & @nephvishnoi

VA from @nephvishnoi