mathew lazarus

dad, trader, investor

[Mountain Lakes Athletics @MLHS_athletics]

10-7 win over Rumson. Congrats to the boys lax team.

[mathew lazarus @mlazaru]

@unicornbiotech oooohhhh, the FAERS database!!!! scary!!!! said the shorts in $APLS and $SLNO!!! long $LENZ - the drops work

[mathew lazarus @mlazaru]

@adamfeuerstein @CloisterRes At Leerink $VKTX stated they are the only dual agonist oral and because same molecule can reference prior safety data of subq they will save time.

How much clearer can Viking be when discussing their oral formulation? I’d suggest reading that transcript.

[mathew lazarus @mlazaru]

@adamfeuerstein I think is the wrong take re $VTYX. the obesity study was practically forced on them by investors who saw private competitor NodThera who published DIO mouse data. VTYX equity ran to 8 on the competitors DIO pub had to test this. The data yesterday de risked cardio success

[mathew lazarus @mlazaru]

@RNAiAnalyst @Vulpescap @_financeken We haven’t seen $ARWR DM1 data yet?

[mathew lazarus @mlazaru]

@RNAiAnalyst Isnt the most obvious beneficiary here $INO... inovio also has breakthrough therapy for the same disease RRP, and better data with an easier to administer procedure (no debulking) and long term follow up...

[mathew lazarus @mlazaru]

@AaronRosenblum5 @JacobPlieth @houndcl I’ve always been impressed by the pre clinical hypoxia work $CRDF demonstrated. Jacob has never once acknowledged this pre clinical work despite my defending it years ago and I got frustrated and deleted my prior teeets - looks active to me - IMO phase 3 will get banked

[mathew lazarus @mlazaru]

@docrodwong Who do you think should be the next CBER leader? Scott Gotlieb? John Crowley?

[mathew lazarus @mlazaru]

@jeromeleonard5 @MaverickNY Verastem recently got Avutometinib + Defactinib approved as 2 novel agents.

[mathew lazarus @mlazaru]

@RNAiAnalyst Isn’t it just arbitrage? buyer was able to take advantage of the prior day closing price to buy low 6.30/share “at the market” and sell high, INMB was around 9 at the time deal was announced. IMO - That buyer took no fundamental view, just monetized a spread

[mathew lazarus @mlazaru]

@houndcl have you looked at Pasithea's MEKi? I help them with business development and I think the differentiated PK the next gen macrocycle offers maybe something you are interested in.

[mathew lazarus @mlazaru]

@InvestSpecial Ox40 validated target and $AMGN drug is not well tolerated. $SNY similarly targeted drug upcoming data set which can affect the class. Inmagene alopecia data soon too. $IKNA also has a valuable MEKi glue. Newco mgmt ancmt may catalyze and showingpipe entry of 2.50 + brings longs

[mathew lazarus @mlazaru]

@JacobPlieth Would you say the same thing about tamiflu? It feels disingenuous to say people w covid shouldn’t take paxlovid and make sarcastic jokes - when you have not say the same thing about flu. I think it’s a shame that we don’t have more covid therapeutics

[mathew lazarus @mlazaru]

@JialiangLiang @Biohazard3737 Add $XLO to the list. Xilio also developing masked engagers in addition to masked cytokine and ctla4

[mathew lazarus @mlazaru]

@bigpharmaguy @ByMadeleineA I guess we can tune into @eribner lifesci presentation today to find out. Also, given $CMPX has a PD1 x PDL1, id be interested if the cooperative effect that Crescent $GLYC and $SMMT speaks about is present in this compass molecule too.

[mathew lazarus @mlazaru]

@ByMadeleineA $CMPX - they can’t be too far behind… DLL4 x VEGF in clinic

[mathew lazarus @mlazaru]

@docrodwong Also protection of Intellectual Property is a *+++

[mathew lazarus @mlazaru]

@Professor1754 @Biohazard3737 No it was not dismissed.

[mathew lazarus @mlazaru]

@nycjamgal @aaronpethic @phish The real fireworks, northern lights, that rained on top of bethel woods camp grounds last night was a sight I will never forget…