DiagnoMatch

We match patients with the right doctor

[Kris Siemionow, MD, PhD @siemionowkris]

Finally. Some HUGE news in biotech this morning. $MRNA ripping higher (up ~90% premarket) YES NINETY PERCENT

Merck + Moderna’s personalized mRNA cancer vaccine (intismeran) + Keytruda just delivered the first positive Phase 3 results for an mRNA cancer vaccine - significantly cutting melanoma recurrence and distant spread after surgery.
$MRK up ~6%.
2026 is turning into a landmark year for cancer treatment.

[Kris Siemionow, MD, PhD @siemionowkris]

@sopel92 Not sure if we are talking about the same company. Our revenue grew 74% YoY in q4. Stay tuned for more updates.

[Kris Siemionow, MD, PhD @siemionowkris]

$NKTR drops solid REZOLVE-AD maintenance data for **rezpegaldesleukin** in moderate-to-severe atopic dermatitis. Stock up ~13% premarket.

- Week 52 durability: 71–83% maintained **EASI-75** (monthly/quarterly dosing)
- 85% / 63% maintained **vIGA-AD 0/1** (clear/almost clear skin)
- EASI-100 (complete clearance) deepened up to 5x over time
- Safety: Low AE discontinuations (~3.5%), clean profile
- Supports Phase 3 with both monthly **and** quarterly options — potential edge vs. Dupixent on convenience

Conference call done; data met/exceeded expectations per analysts.

Mechanism holds up, durability looks strong. Bullish setup for AD play.

#biotech $NKTR

[Kris Siemionow, MD, PhD @siemionowkris]

The other way of reading this is - only 15% of Harvard students feel confident they would actually get an A

[Kris Siemionow, MD, PhD @siemionowkris]

BridgeBio Pharma $BBIO stock up 20% premarket after dropping positive Phase 3 topline results for oral **infigratinib** in kids with achondroplasia (most common form of dwarfism)

The PROPEL 3 trial hit its primary endpoint: +2.1 cm/year annualized height velocity vs placebo (stat sig, LS mean diff +1.74 cm/year). It even showed the first statistically significant improvements in body proportionality!

Outperforms BioMarin's Voxzogo in key growth metrics → sets up a strong potential competitor. Plans to file NDA/MAA in 2H 2026.

Exciting step for rare disease patients! #Biotech #Achondroplasia #BridgeBio

(Stock jumping on the news – always DYOR)

[Kris Siemionow, MD, PhD @siemionowkris]

Billionaires fleeing California for Miami in 2026 is straight out of the Tudor playbook…

In the 1500s, Henry VIII’s court moved castles every few weeks— mostly because of the **smell**, a smell of their own making

Hundreds of people + overflowing cesspits + no real plumbing = unbearable stench. They’d abandon a palace so gong-farmers could clean it out and let it air—then bounce to the next fresh spot.

https://t.co/YLyDtxKSXJ

[Kris Siemionow, MD, PhD @siemionowkris]

@augmedics exit from commercial spine ops isn't surprising—at least to me it wasn't, and it shouldn't be to you either.

They never cracked meaningful penetration: cumulative 10k–12k over 7 years translates to tiny market share, concentrated in pockets (e.g., UConn's 6-surgeon program as one of the largest). Navigation adoption overall struggles at 30–50% in equipped centers; standalone AR overlay faced even tougher barriers.

I still think this was a product-market fit failure—the tech did not deliver enough value to the surgeon to be worth the heavy gear on your head, the squeeze was not worth the juice. It was also a commercialization + ecosystem fit failure.

Spine is a platform game: incumbents (Medtronic, Stryker, Globus, etc.) bundle navigation with implants, robotics, imaging, service contracts, and reimbursement pull-through. A pure-play AR glasses company couldn't force broad adoption against long sales cycles, capex hurdles, and no integrated incentives.

AR in spine remains very appealing, Just not as a solo act.

https://t.co/5mXq3Nbiho @Ryortho1

[Semenof Labs @semenoflabs]

Sometimes the most “next-gen” ideas are hiding in plain sight — in papers we stopped talking about.
In 1962, Nature published a short physiology report titled “Longitudinal Direct-Current Gradients of Spinal Nerves.”

[Kris Siemionow, MD, PhD @siemionowkris]

Does the market always know? $QURE

[Kris Siemionow, MD, PhD @siemionowkris]

$MDT Medtronic just announced its intent to acquire CathWorks, exercising an option following their 2022 strategic partnership and co-promotion agreement. CathWorks' AI-powered FFRangio® System provides wire-free, drug-free physiologic assessment of the entire coronary tree from routine angiograms—revolutionizing cath lab workflows and enabling more personalized, confident decisions for patients with coronary artery disease.

This acquisition strengthens Medtronic's interventional cardiology portfolio and pushes toward new standards of care in treating CAD.

Valued at up to $585M (with potential earn-outs, pending FTC clearance), the deal is expected to close by the end of Medtronic's FY26.

Exciting times for medtech and better patient outcomes in cardiology!

#MedTech #Cardiology #Innovation #AIinHealthcare

https://t.co/GyJ08tHTMD

[Kris Siemionow, MD, PhD @siemionowkris]

PacBio ($PACB) crashing pre-market (down 10%) on news that long-read genetic sequencing adoption ramped up slower than hoped, with delayed client onboarding adding to the drag.

Despite fresh innovations like SPRQ-Nx for lower costs/multiomics and the recent $48M short-read asset sale to Illumina sharpening their pure-play long-read focus (HiFi on Revio/Vega shines for complex variants, rare diseases, epigenetics), the market's reacting to tempered near-term growth expectations ahead of the Feb 12 earnings call.

Long reads are still the future for tough genomic regions short-reads miss, but execution hurdles and macro headwinds are weighing on sentiment right now.
🧬📉 #PACB #Biotech #Genomics

[Kris Siemionow, MD, PhD @siemionowkris]

Effects of recent turbulence in commodities and crypto (or cold front in Miami)

[Kris Siemionow, MD, PhD @siemionowkris]

🚨 Biotech catalysts that can move stocks this coming week (Feb 2-8, 2026):

- $DNLI: WORLD Symposium data on MPS IIIA & Hunter syndrome programs (Feb 5)
- $ARTV: AlloNK + ritux in B-NHL poster at Tandem (Feb 5)
- $KOD: KSI-101 24-wk macular edema data (Feb 7)
- $RGNX: RGX-121 PDUFA for MPS II gene therapy (Feb 8) — but clinical hold news last week adds huge risk/volatility

Also $ILMN earnings Feb 5. Binary week ahead with big % swings possible. DYOR! #Biotech

[Kris Siemionow, MD, PhD @siemionowkris]

@ItakGol @BillAckman Not to give them any ideas, but I assume they would like to connect to the @Tesla_Optimus robot ASAP, no? @elonmusk will you let them?

[Kris Siemionow, MD, PhD @siemionowkris]

BIG BIOTECH MOVE: AstraZeneca $AZN just inked a massive obesity deal with China's CSPC Pharma — up to $18.5B total!

- $1.2B upfront cash
- Ex-China global rights to 8 next-gen programs (incl. once-monthly GLP-1/GIP agonist SYH2082 ready for Phase 1)
- Access to AI peptide platform + innovative monthly dosing tech

This comes right after AZ's $15B China investment pledge thru 2030. Obesity gold rush heats up — chasing Novo & Lilly!

#Biotech #ObesityDrugs #AstraZeneca #CSPC #PharmaDeals

[Kris Siemionow, MD, PhD @siemionowkris]

$EIKN Eikon Therapeutics — already a $1B+ private fundraising machine under Roger Perlmutter — is still capital-hungry enough to hit the public markets for up to ~$318M in its IPO (targeting ~$908M valuation at the high end).

$MRK Merck is reportedly stepping up with a ~$30M anchor stake in the offering, a nice vote of confidence from Perlmutter's old shop (and likely a pipeline-access play).

But will broader investors follow? Eikon's burning cash fast on late-stage trials (EIK1001 + Keytruda combo data due H2 2026), a high-throughput platform, and no revenue yet. In this cautious biotech window, Merck's favoritism might not be enough to spark a feeding frenzy.

$EIKN IPO worth the risk, or another bottomless pit? 🚀💰 #Biotech #IPO #EikonTherapeutics

[Kris Siemionow, MD, PhD @siemionowkris]

looks like the warmth of collectivism was not available this past weekend

[Kris Siemionow, MD, PhD @siemionowkris]

$RGNX sharply lower today — down ~30% in pre market trading after FDA clinical holds on RGX-111 & now RGX-121 due to a brain tumor in one MPS I patient. PDUFA for RGX-121 (Feb 8) in jeopardy. Safety signals hit hard in rare disease gene therapy. #Biotech #GeneTherapy

[Kris Siemionow, MD, PhD @siemionowkris]

@LBalcerowicz Ja pamiętam taki sondaż nytimes gdzie Hilary miała 94% szansy na wygraną. Są małe kłamstwa, duże kłamstwa i są sondaże. A co do Trumpa to prawda wyjdzie na jaw podczas midterms w listopadzie

[Kris Siemionow, MD, PhD @siemionowkris]

@Greg00850096109 “Rezydentura” to nazwa Potoczna, oficjalna nazwa to graduate medical education - lekarz się uczy specjalizacji a w zamian dostaje stypendium. Co do stawek to nie komentuję czy dużo czy mało. W USA płaci za to Medicare