Hassanali Bhimji

ucla mcdb '25
biotech investing, not financial advice

[Hassanali Bhimji @hbbbiotech]

@A_May_MD @TCRAnalyst

[Hassanali Bhimji @hbbbiotech]

@PositiveTopline @BlaseBio something something 40 billy

[Hassanali Bhimji @hbbbiotech]

@DkoInvest @BreakingBioMatt Saw your reply to one of my other $KOD comments. You definitely know more than me on this, but 2 qs:

1. Once free Ab clears in a few weeks, wouldn't the conjugate face the same inflow either way?
2. Isn't durability driven by clearance vs how much VEGF gets bound?

[Hassanali Bhimji @hbbbiotech]

@RazBioTech I think HD will probably outperform, million dollar question is to what extent?

I’ve been cold emailing ophthalmologists to see if they extend dosing intervals of HD beyond label in stable patients, and how long they do (no luck yet). Do you have any insights?

[Hassanali Bhimji @hbbbiotech]

$OCUL

1/ Revisiting a holding I've mostly set and forgot, I'd argue the most commercially relevant endpoint is superiority to Eylea HD q24w at week 96.

Non-inferiority to 2mg Eylea seems like table stakes now that 8mg Eylea and Vabysmo exist and extend treatment intervals.

[Hassanali Bhimji @hbbbiotech]

@b0atzandho3z You miss 100% of the shots you don’t take

[Hassanali Bhimji @hbbbiotech]

@2035Bio @Andre_AGTC Yeah has never correlated to clinical benefit. Also bearish on them (wrote a small article on my substack too).

I doubt the adjuvant melanoma win will translate broadly but possible it makes it past P1 in some indications.

[Hassanali Bhimji @hbbbiotech]

@Andre_AGTC Clarifying that the pancreatic cancer P2 still ongoing.

Hasn’t cleared a P2 yet is a more general statement.

[Hassanali Bhimji @hbbbiotech]

@Andre_AGTC $BNTX similar drug P1 in resected PDAC (cold, low TMB) looked good:

Post-hoc 8/16 patients showed neoantigen-specific CD8+ response and responder median RFS wasn’t reached.

However it hasn’t succeeded in a P2. Thinking $MRNA could clear P1 pancreatic but uncertain beyond that

[Hassanali Bhimji @hbbbiotech]

@A_May_MD YTE go brrrr

[Hassanali Bhimji @hbbbiotech]

@MAugusterfer @justamelvin @Pharmdca heavy on rebating

[Hassanali Bhimji @hbbbiotech]

@p8stie Guyana, Trinidad, Suriname

[Hassanali Bhimji @hbbbiotech]

3/ SOL-1 data using SOL-R rescue criteria:

Wk 24: 77.1% rescue-free
Wk 52: 66.5%

Axpaxli was still working when the next dose would be, and overlapping implants raise the floor from 2nd dosing cycle on. Eylea HD, however has no carryover. Each dose starts from a washed-out eye

[Hassanali Bhimji @hbbbiotech]

2/ It's a direct test of the moat (longer dosing interval than Eylea HD).

Testing both at q24w isolates durability as the variable: can Axpaxli control wet AMD where Eylea HD cannot?

Note that the FDA declined to approve q24w dosing for Eylea HD.

[Hassanali Bhimji @hbbbiotech]

@alexjpitti Had a buy order filled at 110 because I thought it would be the bottom. Live and learn I guess

[Hassanali Bhimji @hbbbiotech]

@smithy05261244 This is why we're below 100$ today

[Hassanali Bhimji @hbbbiotech]

$VKTX when will I be able to buy VK2735 from my Chinese peptide supplier?

[Hassanali Bhimji @hbbbiotech]

$MRNA entering meme stock territory now

[Hassanali Bhimji @hbbbiotech]

@econokepaso Who is Zhang et al. and why has he researched every single possible topic