Semenof Labs

A biopotential wearable company (in stealth)

[Kris Siemionow, MD, PhD @siemionowkris]

Finally. Some HUGE news in biotech this morning. $MRNA ripping higher (up ~90% premarket) YES NINETY PERCENT

Merck + Moderna’s personalized mRNA cancer vaccine (intismeran) + Keytruda just delivered the first positive Phase 3 results for an mRNA cancer vaccine - significantly cutting melanoma recurrence and distant spread after surgery.
$MRK up ~6%.
2026 is turning into a landmark year for cancer treatment.

[Kris Siemionow, MD, PhD @siemionowkris]

BridgeBio Pharma $BBIO stock up 20% premarket after dropping positive Phase 3 topline results for oral **infigratinib** in kids with achondroplasia (most common form of dwarfism)

The PROPEL 3 trial hit its primary endpoint: +2.1 cm/year annualized height velocity vs placebo (stat sig, LS mean diff +1.74 cm/year). It even showed the first statistically significant improvements in body proportionality!

Outperforms BioMarin's Voxzogo in key growth metrics → sets up a strong potential competitor. Plans to file NDA/MAA in 2H 2026.

Exciting step for rare disease patients! #Biotech #Achondroplasia #BridgeBio

(Stock jumping on the news – always DYOR)

[Semenof Labs @semenoflabs]

We’re still in stealth, so I won’t share specifics yet — but the foundation matters, and this paper is one of them.

#bioelectricity #neuroscience #wearables #physiology #stealthmode #deeptech

[Semenof Labs @semenoflabs]

Sometimes the most “next-gen” ideas are hiding in plain sight — in papers we stopped talking about.
In 1962, Nature published a short physiology report titled “Longitudinal Direct-Current Gradients of Spinal Nerves.”

[Semenof Labs @semenoflabs]

Our work (patent pending) builds on the premise that some of the best science has been forgotten, and that revisiting it with modern materials, miniaturization, signal processing, and computation may open new doors.

[Kris Siemionow, MD, PhD @siemionowkris]

High-dose vitamin C supplements (typically over 1,000–2,000 mg daily) can increase the risk of developing calcium oxalate kidney stones by raising oxalate levels in the urine. While necessary for health, excess vitamin C is metabolized into oxalate and excreted by the kidneys, potentially leading to stones.

[Kris Siemionow, MD, PhD @siemionowkris]

🚨 Biotech catalysts that can move stocks this coming week (Feb 2-8, 2026):

- $DNLI: WORLD Symposium data on MPS IIIA & Hunter syndrome programs (Feb 5)
- $ARTV: AlloNK + ritux in B-NHL poster at Tandem (Feb 5)
- $KOD: KSI-101 24-wk macular edema data (Feb 7)
- $RGNX: RGX-121 PDUFA for MPS II gene therapy (Feb 8) — but clinical hold news last week adds huge risk/volatility

Also $ILMN earnings Feb 5. Binary week ahead with big % swings possible. DYOR! #Biotech

[Kris Siemionow, MD, PhD @siemionowkris]

Effects of recent turbulence in commodities and crypto (or cold front in Miami)

[Kris Siemionow, MD, PhD @siemionowkris]

@ItakGol @BillAckman Not to give them any ideas, but I assume they would like to connect to the @Tesla_Optimus robot ASAP, no? @elonmusk will you let them?

[Kris Siemionow, MD, PhD @siemionowkris]

BIG BIOTECH MOVE: AstraZeneca $AZN just inked a massive obesity deal with China's CSPC Pharma — up to $18.5B total!

- $1.2B upfront cash
- Ex-China global rights to 8 next-gen programs (incl. once-monthly GLP-1/GIP agonist SYH2082 ready for Phase 1)
- Access to AI peptide platform + innovative monthly dosing tech

This comes right after AZ's $15B China investment pledge thru 2030. Obesity gold rush heats up — chasing Novo & Lilly!

#Biotech #ObesityDrugs #AstraZeneca #CSPC #PharmaDeals

[Kris Siemionow, MD, PhD @siemionowkris]

$EIKN Eikon Therapeutics — already a $1B+ private fundraising machine under Roger Perlmutter — is still capital-hungry enough to hit the public markets for up to ~$318M in its IPO (targeting ~$908M valuation at the high end).

$MRK Merck is reportedly stepping up with a ~$30M anchor stake in the offering, a nice vote of confidence from Perlmutter's old shop (and likely a pipeline-access play).

But will broader investors follow? Eikon's burning cash fast on late-stage trials (EIK1001 + Keytruda combo data due H2 2026), a high-throughput platform, and no revenue yet. In this cautious biotech window, Merck's favoritism might not be enough to spark a feeding frenzy.

$EIKN IPO worth the risk, or another bottomless pit? 🚀💰 #Biotech #IPO #EikonTherapeutics

[Kris Siemionow, MD, PhD @siemionowkris]

looks like the warmth of collectivism was not available this past weekend

[Kris Siemionow, MD, PhD @siemionowkris]

$RGNX sharply lower today — down ~30% in pre market trading after FDA clinical holds on RGX-111 & now RGX-121 due to a brain tumor in one MPS I patient. PDUFA for RGX-121 (Feb 8) in jeopardy. Safety signals hit hard in rare disease gene therapy. #Biotech #GeneTherapy

[Kris Siemionow, MD, PhD @siemionowkris]

@DrSamuelBHume How is excess body fat identified? Could be visceral fat which requires advanced imaging to identify. Which makes the new method more precise but less practical

[Kris Siemionow, MD, PhD @siemionowkris]

@LBalcerowicz Ja pamiętam taki sondaż nytimes gdzie Hilary miała 94% szansy na wygraną. Są małe kłamstwa, duże kłamstwa i są sondaże. A co do Trumpa to prawda wyjdzie na jaw podczas midterms w listopadzie

[Kris Siemionow, MD, PhD @siemionowkris]

Couldn’t have happened to a nicer group of companies

[Kris Siemionow, MD, PhD @siemionowkris]

@Rainmaker1973 This is a similar approach to that used by @dystrogen for muscle disorders like Duchenne’s

[Kris Siemionow, MD, PhD @siemionowkris]

**BREAKING: Merck $MRK bails on $RVMD takeover—couldn't stomach the price tag on a ~$30B deal (WSJ). Valuation chasm kills it.**

Takeover premium vanishes overnight. $RVMD heads for a Monday gut punch, but RAS data bombs in 1H26 still loom large. Door wide open for AbbVie or whoever has the balls & cash. Biotech M&A circus rolls on. 🔥 #RVMD #Biotech #MNA