jgv

[jgv @bupkus5]

@morodelsur @biotechbaboon

[jgv @bupkus5]

considering all the previously failed trials, the lack of IR to even support the mechanism, I assign a <1% chance of GPS statistically and clinically beating BAT in the REGAL trial.

sources:
https://t.co/5htvraTBPg
https://t.co/KW1RyGxnHH
https://t.co/O22Ai4wzOW
https://t.co/TgSdXidxXK
https://t.co/eAsitttgs2
https://t.co/jkOKXUW3Uy
https://t.co/6TKbG33GQF
https://t.co/GQXZwD6oj3
https://t.co/t2JA6rR2me
https://t.co/5jVHCsHuus
https://t.co/jTSUfyL8fU
https://t.co/5MnM3Xaw0o
https://t.co/ztbodBgZwD
https://t.co/rEgedi7x3a
https://t.co/0UmLUJ28Nz
https://t.co/6sEafEH4zh
https://t.co/IAeDYjv9OC
https://t.co/CHH0aVNcWv
https://t.co/0jWohFeSb0

[jgv @bupkus5]

$sls

mega bearish on REGAL ph3 readout. my approximation is that the 80th event will be announced in Q3.

the evaluation on this company is crazy. almost 1b for a mechanism that failed every single controlled trial. the inflated EV, low cash and the fact this drug doesn't work make this probably the best short of 2026. i'll present all my bearish points below.

[jgv @bupkus5]

even when an immune response is seen as active, a problem with these WT-1 specific cd8+ t cells is that in-vitro re-stimulation assays show they fail to expand upon exposure to the antigen.