Ipollit

biotech fun

[Ipollit @ipollit77]

Long: $CRVS, $TGTX, $PTGX, $ARWR, $SRRK, $OVID, $TNGX, $XENE, $MGNX, $KYMR, $AML, $NRIX, $OCUL, $VKTX, $SNDX, $KNSA, $CLDX, $IDYA, $WVE, $LRMR, $JSPR, $PRQR, $BCYC

Watch: $BEAM, $CCCC, $IKT, $KRRO, $KURA, $PALI, $STRO, $VSTM, $ZYME

[Ipollit @ipollit77]

@seedy19tron Okay, but the argument is that UC and CD are two completely different diseases, so findings from UC can’t be applied to CD. So is the following just AI hallucinating? I’d prefer it if there were no truth to it. I just want to be aware of the risks as much as possible. Thanks!

[Ipollit @ipollit77]

@seedy19tron That said, I find this new class of miR-124 inducers truly fascinating. It looks like it’s going to be a significant class. Good luck the stock price recovers accordingly

[Ipollit @ipollit77]

@seedy19tron In CD, a miR-124 inducer could weaken the intestinal barrier via AHR and lead to a worsening of the condition. Has this been refuted since then? I’m no expert, but there seems to be a higher risk in CD?
https://t.co/5TMI9cbtkF

[Ipollit @ipollit77]

@DmitryKovalchuk @redbaronfinance @seedy19tron @Biohazard3737 @btcbabey @A_May_MD recouped my losses but made many times that amount. You just have to survive. However, I often ask myself too, is it worth it? I’ve learned one thing: you should never be too confident, no matter how good things look. Good luck!

[Ipollit @ipollit77]

@DmitryKovalchuk @redbaronfinance @seedy19tron @Biohazard3737 @btcbabey @A_May_MD I’ve been there too, more than once. Twenty years ago, I went all in on a stock I was really convinced about with leverage. I lost two-thirds of everything I had in two days. It was a shocking moment. I thought I’d never recover from it. But hey, 8 years later, I had not only…

[Ipollit @ipollit77]

@MysteriousMole1 Nice analogy! Just because it looks that way doesn't mean it is. It could, however, pose a bit of a challenge for the regulatory authorities. But they'll probably have more information than we do, which might make the picture look different

[Ipollit @ipollit77]

@GermanBiotech $ABVX To be fair, though, the table shouldn't be taken too seriously. I actually can't find anything to suggest that this imbalance is real. It's unlikely that obefazimod poses any cancer risk.Seems to be purely a statistical artifact.That's really unfortunate. A good buying opp?

[Ipollit @ipollit77]

@GermanBiotech $ABVX Could these paradoxes also exist in tumor suppression? miR-214 appears to be quite complex and may not yet be fully understood. Crohn's disease should be at least significantly more risky than ulcerative colitis

[Ipollit @ipollit77]

@SystemicMND @GermanBiotech $ABVX By the way, $PTGX also experienced a major drop in its stock price with rusutide due to concerns about a potential cancer risk following an observed imbalance. They overcame it and are now stronger than ever

[Ipollit @ipollit77]

@cluelessbio What is the propability that obefazimod will be able to replicate its extremely strong efficacy in UC in Crohn's disease as well? Or is there a risk of failure in the next data release, which would at least dash hopes for a best-case scenario?

[Ipollit @ipollit77]

@seedy19tron Can the results from UC actually be applied to Crohn's disease as well? If not, could that also have contributed to the drop, given that the next results for Crohns are less certain due to a different biology?

[Ipollit @ipollit77]

@GermanBiotech Gemini… so take it with a grain of salt. This is just meant to be a general note that it’s quite complex and sometimes unexpected

[Ipollit @ipollit77]

$ANL However, as a Chinese company with a U.S. presence, there are also political risks such as COINS. The ongoing relocation from the Cayman Islands to Singapore should help mitigate this risk. With regard to the innovative RASi ADCs, $ZYME could also be a good alternative

[Ipollit @ipollit77]

$ANL The Stifel webcast provides a nice overview of how the new pan-RAS inhibitor AN9025 and the pan-RAS ADC AN4035 differentiate from $RVMD daraxonrasib. This is particularly relevant in CRC. $ERAS
https://t.co/YHTrQGP2Yu

[Ipollit @ipollit77]

@TripleGateCaptl If the FDA grants approval for the backup site, that should significantly speed up EU approval under the mutual recognition framework. At the very least, it appears that $SRRK is already in discussions with the EMA regarding this

[Ipollit @ipollit77]

@TripleGateCaptl It’s not up to $SRRK to get Indiana recertified. That’s up to Novo and the FDA’s decision. Signing a contract with an alternative CDMO is a sensible move. Why should they keep delaying?

[Ipollit @ipollit77]

@TripleGateCaptl Because of the second supplier, or why? Is it actually known who the second CDMO is?