DBS

PhD

[DBS @BiotechSage]

@C16H14N2OAqua @Biohazard3737 Experience matters

[DBS @BiotechSage]

Huge win for $BFRI over Sun Pharmaceuticals with a PTAB decision invalidating all of Sun’s patent claims.

https://t.co/tG26Ca4vJ8

[DBS @BiotechSage]

And even if such a $BHvN financing is pulled off, at what price?

[DBS @BiotechSage]

Feels like investors are underestimating the risk to $BHVN equity in the context of the Oberland deal. There is material risk of Oberland demanding to exercise their put and get their hands on the remaining cash balances

[DBS @BiotechSage]

Can $BHVN Vlad sort this mess up? Maybe. But a massive financing needs to be pulled off and fast.

[DBS @BiotechSage]

@CloisterRes The FDA is the least of Vlad’s concerns. Oberland can ask for all remaining cash due to the CRL triggering a material adverse effect enabling them to exercise their put. Unfortunately for $BHVN equity holders the company can go bankrupt in days here.

[DBS @BiotechSage]

@semodough I don’t think 12-13 months historical benchmarks are truly relevant. 16-17 mOS in the ipi-nivo arm might be more likely. The reported 21.1 mOS might not be as derisking as one hopes. $IDYA

[DBS @BiotechSage]

@PeterBeinart If the US were to stop supporting Israel watch what the Chinese and the Russians would do…the world is not a fairyland fantasy. It’s a geopolitical reality…

[DBS @BiotechSage]

@ShumakerJj @firebutworking These are stapled warrants. Pretty smart. If shares are sold warrants eliminated, so does not allow for warrant clipping.

[DBS @BiotechSage]

Looks like the $PYPD phase 3 trial will work, based on resizing on the interim. Data Q2-25

[DBS @BiotechSage]

@academic_la Just a useful idiot

[DBS @BiotechSage]

@firebutworking Financing overhang. I’m sure will get resolved. Data super impressive. Would have likely worked without the resizing.

[DBS @BiotechSage]

@atRachelGilmore @HMcPhersonMP https://t.co/p735y17yCr

[Ben Goldsmith @BenGoldsmith]

It will never not be fascinating how western progressives were intellectually captured en masse at this time by an imperialistic Islamist movement which stands opposed to every progressive value they claim to hold. When you think about it, it is wild, to see students and their professors marching in their keffiyehs against the only (tiny) liberal democracy in the Middle East as it battles for its survival, and in support of the jihadists which surround it, jihadists whose publicly stated goals are to convert or eradicate minorities, execute gays, adulterers and apostates, subjugate women, and whose many many victims are in fact overwhelmingly Palestinians and other Muslims from across the region. How the Islamist movement achieved this feat of PR will be studied for years to come. All of the sane Muslim states have crushed and banned the Islamists, knowing full-well the threat they pose, the UAE, Oman, Saudi Arabia, Jordan, Egypt, etc. Yet among western ‘liberals’ and on western university campuses they are adored and celebrated. There are earlier precedents. Socialists and students in 1970s Iran helped Islamist revolutionaries to take power, after which the Islamists rounded up and killed them.

[DBS @BiotechSage]

@RampCapitalLLC NGO grifting

[DBS @BiotechSage]

@shadihamid Gaslighting BS. These are all anti-American terrorist sympathizers. It’s absurd that these authoritarian radicals have ever been allowed in

[DBS @BiotechSage]

@MarkJCarney @vonderleyen You have no mandate from the Canadian people to negotiate on our behalf. You are an unelected official. Call an election!

[DBS @BiotechSage]

@TreyYingst Speaking truth to power by Palestinian journalists would be confronting and reporting on the shortfall of their own leadership. I see none of that.

[DBS @BiotechSage]

@KirkLubimov The CCP is throwing full support behind her candidacy as of now

[DBS @BiotechSage]

@junonewscom Because what we need is hopeium rather than policies grounded in reality

[DBS @BiotechSage]

@academic_la 🌈 🦄