Cluelessbio

Propably better off investing in an index fund | Prescribe side

[Cluelessbio @cluelessbio]

@ZhaoyuWang15 To me it means that patients accepted a lot of discomfort for a very long time and I don‘t think they would if the didn‘t feel a lot better on the drug. Maybe they would do it for 3-6 months but not 18.

[Cluelessbio @cluelessbio]

$tenx Isn‘t it notable that at least 18 of 37 patients chose to stay on a weekly 24h infusion for 18 months and lived with a picc-line or elected to get a port-a-cath in order to continue the treatment?

[Cluelessbio @cluelessbio]

@ZhaoyuWang15 37 were randomized into HELP trial. Here is the info that at least 18 stayed in the OLE for 18 months (otherwise they couldn‘t transition to oral): https://t.co/ZdUzpDSUBm

[Cluelessbio @cluelessbio]

Sooo $abvx drags down the entire xbi (without being in it) but when it recovers the rest of biotech just stays down? Thank abivax.

[Cluelessbio @cluelessbio]

@AaronRosenblum5 The narrative should shift from mesalazine forte to rinvoq forte though..

[Cluelessbio @cluelessbio]

$abvx My take is that obecarcimod (stole it) will be the treatment of choice for the 30-50 % of UC patients that cycle through all available treatments and never reach a stable, steroid free remission. The efficacy in endoscopic remission is so insane that.. 1/3

[Cluelessbio @cluelessbio]

rapid increase in malignancy (within 44 weeks) wouldn‘t show it in multi year OLE. 96 weeks OLE had 1 meningeoma and explicitly nothing else. In oral surveillance tofa vs tnfi had a HR of 0.96 for malignomas month 0-18 and 1.98 only from 18mo onwards… 3/3

[Cluelessbio @cluelessbio]

..even a drug with a possible malignancy risk will be used here and will lower mortality and morbidity in these patients. Then, later we will find out that obefazimod actually doesn’t increase malignomas. Its just extremely unlikely that a drug that would drive such a..2/3

[Cluelessbio @cluelessbio]

Maybe we should all just move over to AI. What was in that Aschenbrenner fund again?

[Cluelessbio @cluelessbio]

I don´t know what the magnitude of effect will be but to me it seems highly likely that levosimendan is active in PH-HFpEF. Imo tenx is likely to stay flat or go up a lot on the readout but the chance of a 90 % collapse is below 20 % imo. I think its is a buy <$30. 11/11

[Cluelessbio @cluelessbio]

$tenx Want to address some bear points regarding tenx in one place.

1. bear point: 6mwd is an unreliable endpoint and even if levosimendan works in pH-HFpEF there is a high risk the 6mwd is to noisy/sensitive to outliers/other factors. 1/11

[Cluelessbio @cluelessbio]

As a side note, another PDE3i, cilostazol, seems to be effecitve in HFpEF. The on-off-protocoll is promising despite the small size of the trial: https://t.co/x7IC8boSSy 10/11