Asclepia Capital

Long/short healthcare hedge fund focused on SMID cap biotechs | Consultants and VCs in early-stage biotech/LifeSci companies | Tweets are not investment advice

[Dave Collum @DavidBCollum]

This is from 2016. The Fourth Reich has been on the drawing board for awhile.

[Asclepia Capital @asclepiacap]

$BPMC $DCPH #ASH19 They can't say the same thing for ICB in GIST pts with no such cases. Not to mention G1/2 cog effects showing up in 25mg,50mg pts so early on; hence, the FDA's request to see VOYAGER data before review. Moving away from ava and onto 263 is just a matter of time

[Asclepia Capital @asclepiacap]

$BPMC Give credit where it's due to $DB analyst Konstantinos Aprilakis on catalyst call of the year. Not only did he call out ava's cog tox but also deduced LIMK1 inhibition as the culprit with some rare sellside scientific DD. One of 2019's best contrarian research pieces

[Asclepia Capital @asclepiacap]

$BPMC $DCPH #ASH19 By all accounts mgmt sounded defeated on the call. Will be hard for FDA to approve a drug without a molecular basis for its cognitive effects. 263 is a concession as it doesn't cross BBB. While they can explain away ICB event in SM as due to thrombocytopenia...

[Asclepia Capital @asclepiacap]

@cycleflyer LIMK1 inhibition has a cumulative effect. If you’re already seeing G3 cog tox at low dose so early on you can expect that pts on chronic tx will develop irreversible cog tox. Ava isn’t a viable tx options in ISM or even broader GIST

[Brad Loncar @bradloncar]

$OPHT big fail. https://t.co/wi5yY9dnYl

[The Wall Street Journal @WSJ]

Theranos whistleblower sought to protect patients and grandfather's reputation--and opened a family rift https://t.co/xRdJFqQZCd 🔓

[Asclepia Capital @asclepiacap]

$PBYI SABCS abst Grade ≥3 diarrhea of 27.1% with loperamide prophylaxis and 12.5% with loperamide + budesonide prophylaxis vs 39.9% without

[Asclepia Capital @asclepiacap]

$PBYI halted...already down -35%

[Asclepia Capital @asclepiacap]

Investors try to make sense of Trump election shock https://t.co/AhagHg9NoO via @FT

[Asclepia Capital @asclepiacap]

Bond Vigilantes to Trump: Be Careful, It Could Get Painful https://t.co/sZ1yBq4wsW via @business

[Cynthia Cox @cynthiaccox]

President-elect Trump's transition team website is up, with some new details on health policy https://t.co/FrpdHOb9Wi

[Asclepia Capital @asclepiacap]

Also board conducting investigation into sales practices $ALXN

[Adam Feuerstein ✡️ @adamfeuerstein]

$ALXN — Board conducting investigation made by former employee re: Soliris sales practices.

[Asclepia Capital @asclepiacap]

Reports of $ALXN delaying 10-Q filing

[Asclepia Capital @asclepiacap]

$ALXN halted

[zerohedge @zerohedge]

CLINTON SAID TO HAVE CONCEDED ON PHONE WITH TRUMP: NBC NEWS

[Asclepia Capital @asclepiacap]

According to projections, it looks like there will be a full Republican sweep of the House, Senate, and Presidency #Electionnight

[Bloomberg @business]

BREAKING: DONALD TRUMP ELECTED PRESIDENT https://t.co/raG0r7TGId #ElectionNight