Biotech Kaiser

Life Science specialist following Biotech & Pharma companies globally. May have L\S positions in names mentioned

[Biotech Kaiser @BioKaiser]

Hard to sell data w/ limited cash (60m end Q1). From the PR: ”…and provide a company presentation on the BIO International partnering conference in San Diego on June 22-25…”. A deal is at least 9 months away. Buckle up for a share issue!

[Biotech Kaiser @BioKaiser]

Another one bites the dust. I had to read pretty far down to find that primary missed at the lowest dose (40 mg; p = 0.168). Higher doses (70 & 100 mg) were not disclosed. ACR50 of 38.9% vs 35.3% placebo at 12w is hard to sell… w/ upadacitinib having 52-56%. $SYNACT #resomelagon

[Biotech Kaiser @BioKaiser]

Given the criticism of how @FDA has handled $SRPT Elevidys its interesting to see if they will do anything with $BMY IMiDS given the hard evidence that IMiDS don’t work in elderly non-ASCT pop. FDA has all the evidence but hasn’t acted upon it (see link) : https://t.co/WxhTXy9PqD

[Biotech Kaiser @BioKaiser]

Pliant upd. recommendations. Man over board! $PLRX

[Biotech Kaiser @BioKaiser]

When you cry on Monday these guys/girls can wipe your tears $PLRX

[Biotech Kaiser @BioKaiser]

The problem with analysts is that they have zero skin in the game. Putting a price targets is completely different from portfolio management. Fundamentally, a stock can be cheap but remain dead for years. As a PM, you need to generate returns within a short to medium-term time frame. Analysts are good discussion partners but are never reliable advisors for when to buy and sell. Additionally, small buy-side accounts always receive calls last— if at all.

[Biotech Kaiser @BioKaiser]

@MonkEchevarria Poor growth of what? Drug is in pIIb…

[Biotech Kaiser @BioKaiser]

Pliant just upd. its company presentation.
$PLRX $VICO

[Biotech Kaiser @BioKaiser]

@jichaolie Whatever boomer.

[Biotech Kaiser @BioKaiser]

$PLRX 😬💩

[Biotech Kaiser @BioKaiser]

How will Diamyd be able to compete with Vertex VX-880?
$VRTX $DMYDB

[Biotech Kaiser @BioKaiser]

A Planet Fitness $PLNT Black Card membership cost $300/yr comp. to $11.000-$16.000/yr (Zepbound/Wegovy excl. disc.). How about payers would demand (and pay) a 3 month Planet Fitness membership with mandatory 2 classes per week before paying for GLP-1s 🤷🏼‍♂️

https://t.co/7pIq2gJ9Qi

$PLNT $NOVOB $LLY $UNH $HUM $CI

[Meg Tirrell @megtirrell]

Eli Lilly CEO Dave Ricks says on @WSJ podcast that the company probably needs “10 or 15” plants to “even approach” tirzepatide demand, each of which takes 3-4 years to get up and running. They’re building 6 now: https://t.co/dS9hAdjxN9

[Biotech Kaiser @BioKaiser]

Following the acquisition of Veloxis and Calliditas, Asahi Kasei should acquire Hansa Biopharma to complete its renal portfolio (transplant & maintenance immune suppression). Hansa’s management has, to say the least, done an unimpressive job with its key asset, Idefirix. $CALT $HNSA #asahikasei

[Biotech Kaiser @BioKaiser]

Calliditas short sellers $CALT $CALTX

[Biotech Kaiser @BioKaiser]

Millennium, Armistice & Woodline - Time to close those shorts? $CALT $TVTX

[Biotech Kaiser @BioKaiser]

Millennium, Armistice & Woodline - Time to close those shorts? $CALT $TVTX

[Biotech Kaiser @BioKaiser]

@Biotech2050 I wonder what’s going on. Usually the report is released at 7am…

[Biotech Kaiser @BioKaiser]

@TedStamos BI <GO> then BIOTECH and then DRUG EXPLORER

[Biotech Kaiser @BioKaiser]

BBG TRx for Xpovio 30Rx for Jan. (last 4 dots upper graph). BBG data isn’t reliable for small products but it can show a trend. Xpovio didn’t have 30 TRx during a single month 2021 (lower graph) so if the trend continues 2022 could be a good year for $KPTI.
#selinexor #karyopharm