Barath

former frat star adjusting to life as a responsible adult

[Barath @beercules47]

@davideyoungmd @adamfeuerstein @matthewherper Yes, but control arm was sub-standard. SoC in 65+ is Fluzone HD, not Fluzone. FDA correctly pointing out that standard dose control limits interpretability.

[Barath @beercules47]

@AppleHelix Also note that $CAPR conveniently left out baseline PUL2 from their presentation. This is a pretty glaring omission, which I can't imagine they would've made unless there was indeed a meaningful baseline imbalance.

[Barath @beercules47]

@AppleHelix A lot of reasons, at first blush. But one that stands out is that it's impossible to reconcile reported PUL2 numbers (4% vs 8% decline and 1.2pt delta) w/o a substantial baseline delta that predisposes control to faster progression. $CAPR

[Barath @beercules47]

@varma_ashwin97 If you think cytokines are cool, take a look at complement next 😉

[Barath @beercules47]

@Sanctuary_Bio $ARCT guided to a CF interim in Q3.

[Barath @beercules47]

@anthonystaj Is 17% dimerization over 3w at 20mg/mL really that high?

[Barath @beercules47]

@MSollender Keep a closer eye on $SANA. The real catalyst is that they need to raise in H2.

[Barath @beercules47]

@harrysmiuff Probs won't be too ugly tbh. 40% SI, borrow above 100% - probably plenty of demand from people who just want to cover.

[Barath @beercules47]

@Biohazard3737 I think teaching faces immense risk of disruption from AI.

[Barath @beercules47]

@varma_ashwin97 @DrSamuelBHume Everything can work in mice as long as you try it enough times 😉.

[Barath @beercules47]

@A_May_MD @BayAreaBiotechI @CrocsAnalyst Yeah. Probably inflated EASI improvements across the board, which inflated cutoff based response rates. One of MANY reasons I wouldn’t draw comparisons to Dupi or upadicitinib yet. Not saying it’s inert, but it’s probably garbage.

[Barath @beercules47]

@AlpBugraBasat $TARS, $GERN, $APLS, and $BCRX come to mind.

[Barath @beercules47]

@biotech_bro Bloomberg's drug explorer database is quite robust, albeit not perfect.

[Barath @beercules47]

Priority review and no adcom for an n=38, single arm, single center, open label trial w/ subjective endpoint in a disease w/ (allegedly) 27k US patients. Ok cool FDA $PGEN

[Barath @beercules47]

@Jn66039675 @varma_ashwin97 @BertrandBio That’s still substantially lower than autologous and halploidentical NK cells…

[Barath @beercules47]

@varma_ashwin97 @Jn66039675 @BertrandBio Maybe just low/declining NKG2A expression on a sub-population of NK cells make HLA-E K/I pointless? Who knows. I'm just spitballing.

[Barath @beercules47]

@varma_ashwin97 @Jn66039675 @BertrandBio All I can say is that this/similar approaches have been tried by at least 3 different public companies ( $IPSC, $DTIL, $SANA) with CAR-T/CAR-NK, and it's never resulted in persistence even close to that of autologous cell tx.

[Barath @beercules47]

@Jn66039675 @varma_ashwin97 @BertrandBio Identical but still terrible. These cells are getting wiped out in under a week.