BioDD

Life-saving drugs over Fartcoin. Every single time.

[BioDD @BioDD5]

@Maximus_Holla $ERAS This one is a buyout candidate... maybe Betaville rumor tomorrow? :-) https://t.co/G4EJK7SzSW

[Ohad Hammer @ohadhammer]

Putting criticism about timing and data presentation aside, $ERAS' ERAS-0015 seems very similar to $RVMD's daraxonrasib imo.

ERAS-0015 is more potent which explains the lower exposure required for efficacy (and associated with on target toxicity of course). It might have a slight advantage on GI side effects (to be seen) but other than that it is likely to have a similar therapeutic index.

If we compare just the PDAC data sets, $ERAS reported 4 PRs in 21 patients (~19% ORR) in the US at relevant doses which is lower than dara's 35% ORR but that gap will likely close with more follow up as $ERAS has multiple near PRs at the first scan than can convert in the future (They need 3 such conversions to reach 33% ORR).

The limited follow up probably has a confounding effect on safety as well (longer treatment typically leads to more side effects) which should take $ERAS to a similar dose interruption/reduction rate in the future. Gr5 pneumonitis case requires attention but it could be an isolated case.

Is $ERAS cheap at $3B? Not sure but for pharmas who cannot afford or simply won't get $RVMD this is the closest fast follower program that could be P3 ready later this year.

*no position in stocks mentioned *

[BioDD @BioDD5]

@DmitryKovalchuk @JoseRestonVA @Investorclimber $ABVX Sure, I agree 100%. But that stands in sharp contrast to the many retail pumpers and their sales projections.

[BioDD @BioDD5]

@JoseRestonVA @Investorclimber $ABVX 2/2 Other red flags for me were the comments about fierce competition in the space, repeatedly saying “we need more data,” etc.
Don’t get me wrong I like $ABVX and I think it will get approved. But the CC was a cold shower for all those relentless rosy projections here on X

[BioDD @BioDD5]

@TTRAmyloid $ABVX Crowded catalyst? People freaking out over the cancer signal at the 50 mg dose? Idk

[BioDD @BioDD5]

@CEOBiotech @a_a_free $RVMD $ERAS Did they previously report grade 4 pneumonitis only in the footnote? Is grade 5 new?

[Jing Liang 🇺🇦 @AppleHelix]

To be fair to $ERAS, $RVMD also reported a grade 4 pneumonitis in the footnote.

https://t.co/NW5JWWlu4t

[BioDD @BioDD5]

@AppleHelix It was originally backed by Petr Kellner, at the time the wealthiest Czech, to develop the dendritic cell cancer vaccine DCVAC. It later pivoted toward in-licensing oncology assets, mainly ADCs. After Kellner died in 2021, SOTIO has continued to be backed by the Kellner family.

[BioDD @BioDD5]

@AppleHelix Welcome, and enjoy your stay in Prague!

[BioDD @BioDD5]

@AppleHelix Fun fact: several of Gilead’s most successful antiviral drugs originated in Prague. https://t.co/F3uuFIBgLD

[jmaug37 @MAugusterfer]

@Banana_Oncology See Enzalutamide and Apalutamide. See a lot of similarities here. There’s a lane where $eras could succeed, likely in hands of larger company w resources.

[BioDD @BioDD5]

@CloisterRes @ScroogeCap What’s the core long thesis on $BNTX? Is it that PD-L1/VEGF will prove better than $SMMT’s PD-1/VEGF, or is this mostly a bet on a favorable COVID vaccine settlement headline, especially after the Moderna precedent?

[Professor Oak @Prof_Oak_]

Scattered compilation of between-the-lines tidbits that stood out amongst the thousands of JPM slides ingested last week $XBI

[BioDD @BioDD5]

@RNAiAnalyst Congratulations, Dirk - you’ve been on an absolute tear this year! I admire your strong conviction and your willingness to go against the crowd!

[Biotech Hangout @BiotechCH]

Join @adamfeuerstein, Biotech Hangout, and the BioX community for a special memorial on Tuesday, Dec. 16 at 5 PM EST. Biotech Hangout will host an X Space to honor and celebrate the lives of Michelle “Molly” Solly (@MSollender) and Hudson Lau (@Sports_Bios).

This will be an open space for the community to share memories and stories. Please save the date for this special event – link coming soon.

[Sports_Bios @Sports_bios]

@avidresearch IF HOPE3 is +ve w/ LVEF - mktcap for $CAPR will be 5X or higher from here - ..and on DMD alone - .. I can not stress enough the accommodations the FDA has done for DMD applications, and the evolving CBER for orphan diseases under Peter Marks.

[Biotech iQ @_Biotech_iQ]

$CAPR Sharing my thoughts on Deramiocel. Paywall removed. Full disclosure: I am long.

The Deramiocel Debate
https://t.co/EVwylNz9Xe

[BioDD @BioDD5]

The Czech town where the dollar was born… and where Marie Curie found the elements that changed the world.

https://t.co/drHXI5S7mW

[BioDD @BioDD5]

@semodough $JANX Anti-tumor activity was observed with confirmed and unconfirmed partial responses in 30% (8/27) of RECIST-evaluable patients.