Edib Yilmaz

Degrees in Economics, European Politics & Basic Medical Sciences. Focus on AI & blockchain.

[Edib Yilmaz @MustafaEdib]

Bam again! 🚨

$BBIO reports positive Ph3 results for encaleret in ADH1: all primary & key secondary endpoints met.

• 76% hit Ca targets vs 4% on standard care (p<0.0001)
• 91% normalized PTH (p<0.0001) • Well-tolerated
• NDA filing planned H1 '26

Stock sports another 8% 🚀

[BridgeBio Pharma @BridgeBioPharma]

We’re thrilled to share our positive topline Phase 3 data from CALIBRATE, our study of an oral therapy, encaleret, in development for individuals living with #ADH1. Read more: https://t.co/Iqeb47iPPZ $BBIO

[Edib Yilmaz @MustafaEdib]

@Tim_Sweeney_TAR Your strategy, as you’ve explained in detail, is simply brilliant. Yes, goals might differ so others might bet on an explosive run to hit big but those of us who’ve been here long enough can never look down on reducing costs for when that doesn’t happen as quickly as they hope.

[Edib Yilmaz @MustafaEdib]

🚨 BridgeBio $BBIO reports positive Phase 3 FORTIFY results for BBP-418 in LGMD2I/R9: all endpoints met ✅
• +1.8x αDG at 3 & 12 mo (p<0.0001)
• ↓82% CK (p<0.0001)
• Improved mobility & lung function
• Well-tolerated
• NDA filing planned H1 2026.

Stock soars %15 AM 🚀

[BridgeBio Pharma @BridgeBioPharma]

We’re excited to share positive topline Phase 3 data from FORTIFY, our study of small molecule, BBP-418, in development for individuals with LGMD2I/R9. Learn more: https://t.co/mmYiJJ1xTp #LGMD $BBIO

[Edib Yilmaz @MustafaEdib]

@atticusanalysis @semodough Based on its earlier move from ~ $36 mln in Q1 to $72 mln in Q2, I‘d expect over $100 mln easy. If $BBIO can‘t beat the consensus for Q3 Attruby revenue of $97 mln, I‘d definitely consider selling my shares. Plus two likely positive Ph3 read-outs expected any day now. Bullish!

[Edib Yilmaz @MustafaEdib]

@Aktiediplomaten Thanks for sharing that. Best of luck 🤞

[Edib Yilmaz @MustafaEdib]

@atticusanalysis Same here.

About Alnylam, I didn‘t expect them to do this well with a drug twice as expensive as Attruby.

[Edib Yilmaz @MustafaEdib]

@doepke_michel How do you interpret Amvuttra performance against an otherwise very successful Attruby launch?

[Edib Yilmaz @MustafaEdib]

@JKeynesAlpha If you had to pick just one, which would it be?

[Edib Yilmaz @MustafaEdib]

@atticusanalysis @CorleoneDon77 Didn‘t get that either. 6-handle makes no sense.

[Edib Yilmaz @MustafaEdib]

@atticusanalysis It is, potentially, a massive understatement by the company then. Will look deeper into this. Thanks for the share!

[Edib Yilmaz @MustafaEdib]

@atticusanalysis Thanks! Bridge’s website says +500K people suffer from this condition globally. They’re symptomatic. Attruby is for them. The additional ~50K people, also globally, are asymptomatic carriers of the defect gene whose potential illness could be prevented if Acoramidis proves potent

[Edib Yilmaz @MustafaEdib]

@ZaStocks Yeah I know those dialogues aren’t helpful at all. To get why they say what they do though, that is a good question to ask yourself. Maybe they got wiped out after the dotcom bubble so they play it safe now and everyone who’s made any meaningful money in stocks just got “lucky”.

[Edib Yilmaz @MustafaEdib]

@Brian_Stoffel_ The speed at which “information” travels is just crazy, and of course with it comes this potentially monumental risk of misinterpreting something that would be just obvious in hindsight even only a few hours later. LT investing has never been more relevant.

[Edib Yilmaz @MustafaEdib]

@bjmtweets How does this translate into how you manage your portfolio? Still all in $LMND or are you diverting some of it into cash or elsewhere?

[Edib Yilmaz @MustafaEdib]

@bjmtweets That recent downgrade from Morgan Stanley is probably still the culprit here. It’d likely bounce back and recoup all its losses on a better day though.