sk

RNA nerd. Not investment advice.

[sk @augcccaaauag]

Best in Class Hall of Fame

[Adam Feuerstein ✡️ @adamfeuerstein]

$REGN acting like a penny stock biotech shitco. Shamefull.

Lag3 fail.

https://t.co/AUdzIsVmgW

[sk @augcccaaauag]

@AaronRosenblum5 @Archimedes20311 Is the objective to have the last laugh or make money?

[sk @augcccaaauag]

@entertopia @adamfeuerstein @DrewQJoseph Yes if their goal is to fail they should acquire $ALT. It just might be their goal tho.

[sk @augcccaaauag]

@adamfeuerstein @BiotechPort They only did it last time because of financing

[sk @augcccaaauag]

@JacobPlieth This one would be closer to the heresy category

[sk @augcccaaauag]

@JacobPlieth @AppleHelix You are right. I was mixing up two topics. But would note that guidance for single arm path published in 2018 and in place when study started. No reason for the FDA to dishonor that. I suppose moving forward, AA may be more challenging.

[sk @augcccaaauag]

@JacobPlieth @AppleHelix Not really. Need to contextualize. There were / are supply issues with SOC when guidance was published.

[sk @augcccaaauag]

@BiotechObserver @matthewherper Think you didn’t disclose that Zolgensma works while Elevidys doesn’t. Maybe that’s irrelevant and not material.

[FirstWord Pharma @fwpharma]

GSK's Blenrep will face FDA adcom before its return to US shelves $GSK https://t.co/A98UiBXQYr

[sk @augcccaaauag]

@Biohazard3737 Is there an analysis on years behind? Would imagine being second entrant 9 mon behind is different from 4 years behind.

[sk @augcccaaauag]

@drug_smolecules @Majzner_Lab @BertrandBio @MSubklewe @bradloncar @ByMadeleineA @JacobPlieth @Prof_Oak_ Interesting. Conversely why didn’t they develop CD19 for oncology instead of CD20?

[sk @augcccaaauag]

@bio_clouseau Developing back up means their current B7H3 must be best in class

[sk @augcccaaauag]

@Bakery_bros I get SGEN is expensive but it has cash flow which offers more strategic value. You think BT8009 can show superiority vs EV in H2H in mUC? I think 5% PoS.

[Endocrine dialogues @EndoDialogues]

❗️SGLT2i were described a long time ago.

✅They are now popular drugs to treat type 2 diabetes, heart failure, and chronic kidney disease.

Want to know more? Time for a 🧵

1/20

[sk @augcccaaauag]

@timxqi That’s a nice looking tool. What did you use to generate?

[sk @augcccaaauag]

@retailbiotech

[sk @augcccaaauag]

@KRHornberger Would PD effect be twice as long tho if coming off twice as slow?

[sk @augcccaaauag]

@KRHornberger Thanks you. Why is it less likely to be true for small molecules?

[sk @augcccaaauag]

@KRHornberger Do you know any good resource for building foundational PK analysis on Excel? Or any good softwares without tons of $$$?