JJB

Biotech

[JJB @leaferpos]

Agreed. Think the upcoming PK data from HV derisks. Should put it on investors radars

[dough @semodough]

$PTGX saw one analyst today that starting ascribing some value to ORAL IL-17- otherwise not sure many investors even aware of it or potential

[JJB @leaferpos]

@semodough @Biohazard3737 Think they had Ph2 PsO initiation for a while. Regardless, PN-881 will work. Hopefully, the economics are better this time

[Nature Reviews Drug Discovery @NatRevDrugDisc]

The evolving landscape of CDK inhibitor use in breast cancer therapy and beyond
https://t.co/jAQnkSQcVO
https://t.co/fTUpDKjAFo
This new Review discusses how combination strategies, novel CDK inhibitors and biomarkers are addressing drug resistance and expanding therapeutic uses

[dough @semodough]

$CTMX accelerated timelines needed

[JJB @leaferpos]

@MBbiotech Definitely interesting given the downside protection from PsO. Not a bad bet IMO

[JJB @leaferpos]

@PersimmonTI It will work

[JJB @leaferpos]

Plenty of takes on $CRVS data this Tuesday, but let's not forget, big part is how you play it. Weight appropriately, IMO this is a good bet. Clearly skewed to the upside if it hits.

[JJB @leaferpos]

@semodough @jfais20 Data was pushed back - originally guided to Phase 1 cohort 4 and Phase 2 initiation in 4Q25. But doesn’t matter…buy the dip!

[JJB @leaferpos]

@PersimmonTI $SRRK is submitting and IND for SRK-439 in rare neuromuscular diseases and has moved away from the lean-mass preservation narrative.

[Christoph Bock Lab @ CeMM & MedUni Vienna @BockLab]

🛡️How do macrophages tailor their defenses to different pathogens? Our new paper in @CellSystems combines dense multi-omics time series with high‐content CRISPR screens (CROP-seq) to map the regulatory landscape underlying macrophage immune responses. #Immunity #Screening (1/9)

[Eric D Whitman, MD @Melanoma_doctor]

2. Thus, saying that RP1 did not contribute to response, or that its contribution was unclear, is really flat out FALSE and shows an unfortunate lack of insight. The exact quote: "its specific contribution to the observed ORR cannot be determined". If nivo alone in post-PD1 failures has a response rate of about 5%, how do they explain the additional 25+%???

[M @bio_clouseau]

$BNTX buying $CVAC

[JJB @leaferpos]

@BowTiedBiotech Also interesting to think about the implications of ATTAIN-MAINTAIN - transition patients off Zepbound to ease supply constraints with injectables and put new patients on Zepbound (along with other positives from trial)

[JJB @leaferpos]

@MSollender Interesting - definitely short $KYMR

Long $NUVL and $PTGX

[JJB @leaferpos]

@MSollender @Craigster771 @BayAreaBiotechI @riddle245 @avidresearch Also BEACON is way more that just 180mg Q8W - higher probability of finding clinical efficacy while avoiding off-target kit inhibition

[JJB @leaferpos]

@MSollender @Craigster771 @BayAreaBiotechI @riddle245 @avidresearch $JSPR has a better chance of beating $CLDX on safety - just look at the difference in dosing cohorts. $CLDX is dosing too frequently and so their drug hits kit on melanocytes and causes side effects.

[addison_webster @addisonwebster0]

Proud to share our recent collaboration, which combines rabies tracing with single cell sequencing to identify a novel GLP1R-expressing pre-syanptic partner to AgRP neurons @AUGCsoup @michael_krashes https://t.co/tED6XU0Ygn

[Ivan Alcantara @ivancalcantara]

My PhD work is out!

How do mothers balance tending to their own needs, such as eating, and taking care of their offspring? We examined the link between feeding and parenting neural circuits and how they are modulated postpartum in mice 🧵 (1/9)

PREPRINT: https://t.co/ICINJIAb5u

[Zachary Knight @zaknight]

Thanks @hubermanlab - this was a lot of fun discussing some of my favorite topics.

[Scholarship for PhD @ScholarshipfPhd]

This is what great writing looks like: