Kevin

UBC PhD Student in Pharmaceutical Science
Building next gen LNP-RNA

[Kevin @BiochemKev]

@WestJet @BuffySu58183737 @WestJet speed running their own demise. Will never willingly fly west jet after being squeezed into 28” seat pitch in Jan, and having my Aug1st connecting flight cancelled the day before their strike. No respect for customers.

[Kevin @BiochemKev]

@psyduckcapital $TGTX BRIUMVI could see $5B peak:
Best in class IV & SubQ Anti-CD20
Glycoengineered to remove crap gap, brain lesions & disability
IV consolidated 1st dose
IV <60min infusion vs >2hr Ocrevus
SubQ quarterly vs monthly Kesimpta
Trials in 4 more indications
+ CAR-T trials for PPMS

[Kevin @BiochemKev]

@RevShark Agree on valuation, adding here!

Levo delays from Q12023 Timeline
Ph2 start H2 2023
Ph3 start Q4 2024
BLA filing 2026

Vague Q&A 24.45 on Ph3 Start
"Waiting until device is commercial ready,
In a position to tell timeline in Sept."
Curious why not yet ready.

[Kevin @BiochemKev]

$XERS disappointing ER.
No news, more delays, vague Q&A.
Fairly valued at $1.3B with $400M rev + $100M cash. Only hopium is comment on holding phase 3 Levo until commercial ready. Reminds of earlier $MRK collab contingent on full manufacturing and commercial plan.

[Kevin @BiochemKev]

@DeanStetson My annual returns make it worth while

[Kevin @BiochemKev]

@Stevemx29 My notes from Q12023 ER
09Mar2023
Levo
Ph2 start mid 2023
Ph3 start late 2024
BLA Filing 2026

I’ve followed XERS since 2020,
Adding more here.

[Kevin @BiochemKev]

@Lucy3370 SubQ investment is essential for growth and expansion into MG, Schizophrenia $TGTX

“$100M expense associated with SubQ BRIUMVI manufacturing costs and secondary manufacturer start-up”

“positive topline phase 1 data for SubQ BRIUMVI in patients with MG”

[Kevin @BiochemKev]

@Knox_capital_1 @NoLimitGains The losers can be found on WSB. Common cause is options, not the strategies outlined here.

[Kevin @BiochemKev]

@NoahRyanCo Power up your brain by Dr. Perlmutter and Dr. Villoldo

[Kevin @BiochemKev]

@WallStSai Exciting combo therapies entering the clinic! Similar to multi agent pain management strategies.

$MDGL $ARWR
In MASH w/ Rezdiffra + GLP1 + siRNA

$TGTX
In treatment resistance schizophrenia w/ BRIUMVI + SOC anti-psychotics

$AUPH
In lupus nephritis w/ Voclosporin + SOC mAbs

[Kevin @BiochemKev]

@MartyChargin MW must have seen efficacy signals anecdotal or otherwise from MS patients with a 2x co-morbidity rate. Especially with the ambitious endpoint of “achieving at least a 20% reduction from baseline in PANSS total score at Week 12.” I hope he hits!

[Kevin @BiochemKev]

@therealpoub @jimcramer Doubt it, @jimcramer only buys loosers!

[Kevin @BiochemKev]

@madsholme We want xeriject deals, levo ph3 start, or buyout. Best they can do is buy another company $XERS

[Kevin @BiochemKev]

@ag76_biotech Next-gen RNAi obesity drugs make more sense at this point. Too much competition in 1st gen obesity ie. VKTX, GPCR, MTSR

[Kevin @BiochemKev]

@RevShark 1st pt dosed with Levo would be nice!

[Kevin @BiochemKev]

@felzersenior @FirstSquawk $20B is reasonable

[Kevin @BiochemKev]

@FirstSquawk $pcsc

[Kevin @BiochemKev]

@bioinvestor24 @semodough Good news for $IMMP

[Kevin @BiochemKev]

"Let me be clear, we are not looking to partner INHBE or ALK7 right now. We think there's too much value for us to create by ourselves. Phase 2s could be really value generating. It's important to keep these wholly owned. We have the cash to push all of these programs forward."

[Kevin @BiochemKev]

$ARWR #JPM26 Obesity “will include combo studies with Tirzepatide and other GLPs to see if INHBE and ALK7 can be used as maintenance therapy once GLPs are removed. Expanding to dimers targeting 2 adipose targets, 2 liver targets, and subQ CNS platform to hit central targets."