Edward

[Edward @epoon2006]

@JoseRestonVA @somecuriousgirl Thank you very much for your generous reply. You are one of the best on bioX.

[Edward @epoon2006]

@JoseRestonVA @somecuriousgirl What are your thoughts on $NKTR now? Due to the constant selling, I wonder if company is doing an ATM?

[Rihard Jarc @RihardJarc]

The semi-space is extremely crowded both from retail and institutional investors right now.

AI is not stopping, and as you know, I am a big believer in AI and had a significant part of my portfolio in semis, but I have lowered my semi exposure substantially across the board, as excitement is outpacing reality right now.

Yes, we will need more chips to power AI. At the same time, enormous optimizations are and will continue to happen on all levels of token consumption, from end clients on how they use these models more efficiently to AI model companies and hyperscalers optimizing hardware with software to squeeze significantly more from existing compute and pricing their services accordingly. The amount of spending that the main compute buyers can do on an annual basis is also reaching its limits, and that growth won't accelerate indefinitely, especially as the market is not rewarding many of these higher CapEx decisions.

I also don't believe that, in the long run, most economic tasks will be handled by the top frontier model. Companies hiring human workers, for example, in customer service, don't look for PhDs — they're overqualified and too expensive for work with limited economic value. The same logic applies to model deployment. And because frontier progress is moving so fast, the capability overhang on older models keeps widening, leaving them more than capable for an ever-larger share of tasks.

The valuations of many of the semiconductor companies on paper don't look expensive, but the real catch is in the margins, which are historically high and in the long-term will normalize, especially as we can see that competition/alternatives are heating up in a lot of places down the chain. Sales volumes can and will go up, but that doesn't mean profits will go up; keep that in mind.

[Edward @epoon2006]

@AppleHelix I can look into getting it

[Edward @epoon2006]

@A_May_MD @DominickCampag Is there a market for > 6 months dosing? It seems patients always have to go off these immunosuppressivee drugs for various infections, ie sinusitis, pneumonitis.

[Edward @epoon2006]

@plainyogurt21 @HeikwanTrades @Reuters Any thoughts on $inbx 106?

[Edward @epoon2006]

@seedy19tron Do you still follow $INBX? Seems like 106 may be a good R/R.

[Edward @epoon2006]

@Banana_Oncology Do you have any thought on $INBX and INBX 106? There was a Reuters article on Monday about MRK interest in the compound .

[Edward @epoon2006]

@BiotechPort 1. Charge is not the same as payment. The insurance companies have negotiated contract rates.
2. Also, ambulances have to cover the cost of people who make medically unnecessary calls for ambulances.

[Edward @epoon2006]

I would tend to agree with you totally. Because even if he wants to have a ground offensive, he does not have enough troops deployed. And based on the oil analysts, there’s only 2 to 4 weeks left until there is irreversible damage to the global economy. But that also means we can get a face, ripping rally in all stocks and XBI.

[Edward @epoon2006]

@TTRAmyloid It's a phase 1 study

[Edward @epoon2006]

@houndcl Definitely, questioned my thesis. But the phase one responses up to 36 weeks, alopecia data up to 48-52 weeks, and interestingly, the maintenance data from $CRVS all convinced me to hold.

[Edward @epoon2006]

@hannibalspeaks I bet $NKTR will be sold before they start P3

[Edward @epoon2006]

@Andre_AGTC The company said NDA was filed end of 2025, "Lorundrostat New Drug Application (NDA) - Mineralys filed an NDA for lorundrostat to the U.S. Food and Drug Administration (FDA) in late 2025."

[Edward @epoon2006]

@Biohazard3737 @CapitolistPig @AppleHelix yea, no hiv patients nowadays develop KS, assuming they are compliant with treatment

[Edward @epoon2006]

@houndcl @slk349390919 @JoseRestonVA I would agree with you @houndcl . NVO and PFE willing to pay that much for New MOA. Not another oral and not another amylin. Plus these are becoming consumer products, so very competitive. If anything, I think $WVE, $CRBP, etc. will be future BO targets if more good data.

[Edward @epoon2006]

@canoebrookbl same here. It should keep going up over the next few weeks. New mechanism for cortisol related tumors.

[Edward @epoon2006]

@aggregategains @Banana_Oncology @pharmabro0782 I am a little concern about th dosing 24mcg/kg q4wk or q3months. Maybe the dosing is too low/too long interval. Since it is a safe drug, wish they had a higher dose maintenance, like continunig 24mcg/kg q2 wk. The expectation would be to match CRVS EASI 75, 90 percentages.

[Edward @epoon2006]

@Banana_Oncology @pharmabro0782 @aggregategains That's funny, you do need to move to low tax state. PR is capital gain tax free. Any thoughts on read through to NKTR Treg maintenance data?

[Edward @epoon2006]

@A_May_MD @Amy11621 @jeremyj0916 @meremrtl @Anthony_TayIor Thank you very much for sharing your research. I appreciate all the work you do on here.