Drug Lord

Entertainment only. Not investment advice.

[Bioinvestor24 @bioinvestor24]

When the pioneer - who discovered p21 mediates p53 cell cycle suppression has to say p53 is an illusive target. Many tried to tackle it over the years but in vain. Although a recent small trial from $PMVP seems promising

The question despite > 100 K original papers .: do people understand how p53 exactly works in cancer suppression ?

[stock setter @MarcJacksonLA]

$VOR
For Biopharma's Telitacicept Demonstrates Durable Preservation of Kidney Function Through Two Years in Phase 3 TELIGAN Trial in IgA Nephropathy

- Vor Bio announced that telitacicept met the kidney-function primary endpoint in the final two-year analysis of Phase 3 TELIGAN.

- The China trial enrolled 318 adults with IgA nephropathy, a kidney disease.

- Through 104 weeks, annualized estimated glomerular filtration rate (eGFR), a measure of kidney function, declined by 0.6 with telitacicept versus 5.7 mL/min/1.73 m²/year with placebo, a 5.1 treatment difference (p<0.001).

- Risks of confirmed ≥30% and ≥40% eGFR declines were 89% and 81% lower, respectively.

- At Week 104, urine protein-to-creatinine ratio fell 60.3% from baseline versus a 0.9% placebo increase.

- Serious adverse events occurred in 8.2% versus 18.2%, while injection-site reactions occurred in 56.0% versus 18.9%.

- Telitacicept received conditional Chinese approval for proteinuria reduction in June 2026.

- Vor holds exclusive development and commercialization rights outside Greater China.
https://t.co/YGkroxuvHP

[Drug Lord @LordoftheDrugs]

@Prof_Oak_ What's the problem with over-saturating one and saturating the other?

[Drug Lord @LordoftheDrugs]

$GILD 78% AT naive and messed-up mid-dose... Next please.

[Epoch @EpochSwing]

22.6% remission delta for high dose Emvistegrast Ph2 will not reproduce in ph3 🧵

1. Efficacy by doses vary wildly; next highest dose arm is 1% delta. Pooled dose delta is 11%.

2. The real delta for oral a4b7 class @ 12 wk is likely 13-15% at best dose (see comps below)

1/n

[Drug Lord @LordoftheDrugs]

@RichardTip17589 @A_May_MD Wouldn't be surprised in this tape

[Drug Lord @LordoftheDrugs]

@A_May_MD .1 deal not going to do it. For real FOMO sentiment change, needs to be 2 $5B deals, close together. 1st $5B deal, people unload given liquidity spike. Then the 2nd $5B deal soon after shows everyone how stupid they were to unload instead of buying more. Then they start buying...

[Keith Abrams @DeepSouthDoctor]

$SPRB - re-bought full position at $43. EV of ~ $30m, will file NDA this Q for rare disease drug. FDA interactions have been positive, and gets Priority Review Voucher if drug gets approved in indication with no approval. tx. Sales price of PRV worth &gt; 1.5x current market cap.

[Drug Lord @LordoftheDrugs]

@OmicsOmicsBlog .Well ADCs were once called Armed Antibodies back in the day

[Drug Lord @LordoftheDrugs]

@PCM_bio Well, are you throwing up yet? Buy when you're throwing up... ;)

[Drug Lord @LordoftheDrugs]

@Sanctuary_Bio Conviction on turd is how people blow up.

[Drug Lord @LordoftheDrugs]

@TripleGateCaptl As soon as they hire me :D

[Drug Lord @LordoftheDrugs]

Just so you know there will be a PRV attached to the LM indication... $TARA

[Drug Lord @LordoftheDrugs]

Uh-oh Caligan &amp; Opaleye $LQDA

[Drug Lord @LordoftheDrugs]

$TARA quarter end window-dressing?

[dough @semodough]

Cantor/Biotechnology: Unexpected I-DXd BLA Withdrawal a Big Positive for DLL3 ADCs $ZLAB and $IDYA)

[bnuoH @lcbnuoH]

$ABVX UEG new maintenance data
https://t.co/LAV5nG3fx7
34-42% overall CR in AT-IR
24-39% endoscopic remission in AT-IR
27-33% CR in 4+ AT failures or Jak failure

= 9b MC, right?

[Rayne Wothbaum @RayneWothbaum]

Times like these make me depressed to be involved with biopharma. Doing something as shitty as $LLY did with $NKTR and only paying up 90MM American dólares after 4 years is just pathetic. No incentive not to screw your partners if this is how it goes

[Drug Lord @LordoftheDrugs]

Well, $LLY will appeal $NKTR don't think they settle a $90M award. Too little to care.