STL Biotech

PharmD, EM/CritCare, RCT purist, Biotech analysis & investing

[STL Biotech @STL_Biotech]

@Biomaven @BostonGlobe Appreciate it!

[STL Biotech @STL_Biotech]

@no_liquidity Plus Menin is only going to get more crowed

[STL Biotech @STL_Biotech]

My AI agent still cant prove its a human with a puzzle piece slider or a click-and-hold so maybe chill

[Fireside Alpha @firesidealpha]

Dario Amodei says cancer, Alzheimer’s, heart disease, and mental illness will be relics of the past in less than a decade, and that "we can create an age of miracles"

“You know, if today we look at things like cancer, Alzheimer’s, heart disease, mental illness, these will be relics of the past in, I think, less than a decade."

"And I believe that the company which gets the risks right will also be the company that has the license to operate that society trusts and society believes can build the benefits in the right way."

"I think if we do this right, we can create an age of miracles where humanity is able to solve problems that have eluded us for millennia."

"We have to make sure that all the risks, all the ways that things can go wrong with this technology, we very carefully address those risks as we bring the benefits, and as we have a viable business at the same time.”

[Natera @NateraGenetics]

We’re partnering with @Incyte on a new interventional phase II study in early stage colorectal cancer (CRC), designed to treat patients at high risk of recurrence before disease appears on imaging.

The trial will evaluate INCA33890, Incyte’s investigational bispecific immunotherapy, in patients with stage 2/3 CRC who have completed surgery and adjuvant chemotherapy (ACT). Following ACT, patients will undergo longitudinal testing with our Signatera™ MRD test for up to 12 months. Those who test MRD-positive and have no evidence of radiographic disease may be eligible for treatment.

Thank you to our collaborators at Incyte for their vision and partnership. Read the full press release: https://t.co/AjrwinwpdM

[STL Biotech @STL_Biotech]

@LY4101174 If theres a reason not to microdose my son from infancy to be 6'4" please make it less vague.

What is this 'Bergman glia', he's gonna be a genius?

[STL Biotech @STL_Biotech]

@RampCapitalLLC Theres a whole FIRE subreddit devoted to this

https://t.co/UDAAYHajes

[STL Biotech @STL_Biotech]

$TYRA $BBIO
"Viral ‘heightmaxxing’ trend has teen boys taking cancer drugs to grow taller"

[Fox News Health @foxnewshealth]

Teenage boys are taking a black-market cancer drug to try to grow taller, and medical experts say the consequences could be permanent.

The trend, known as "heightmaxxing," has adolescents turning to a prescription medication approved to treat advanced bladder cancer.

Physicians warn that forced, rapid growth can trigger premature growth plate damage and bone fractures, not healthy skeletal development.

Visit the link to see the specific side effects physicians are warning parents about.

Full story here https://t.co/ID1z0CO1O1

[Furkan Gözükara @FurkanGozukara]

Massie: "DOGE never really happened... Elon Musk found it was easier to land rockets backwards and put internet on Antarctica... than it was to get anybody in these two chambers to cut a penny of spending."

[STL Biotech @STL_Biotech]

@A_May_MD Waking up to the occasional -70% keeps us human. Enjoy the break dont stay away too long.

[STL Biotech @STL_Biotech]

@phsiao4 Q is what modality wins the next generation of Pi3k. PI3k-mTORC1/2 dual pathway inhibitors, Allosteric mutant selective, covalent, degrader?

[STL Biotech @STL_Biotech]

If this isnt enough for you, all 5 Jason Bourne movies are on Netflix right now.

[STL Biotech @STL_Biotech]

Getting better (worse) $XBI

[STL Biotech @STL_Biotech]

$XBI It's not even that bad yet.

Source: my own probably shitty Claude screen

[STL Biotech @STL_Biotech]

$CTMX monoTx mCRC update pushed back ~ 1 month to Jan '27

Hedging their 1H '27 registrational study timelime "Planned" became "potential to initiate"

[dough @semodough]

$CTMX Varsetatug masetecan (Varseta-M) granted FDA Fast Track designation for relapsed/refractory metastatic colorectal cancer -
- Phase 1 monotherapy data update in metastatic colorectal cancer (mCRC) expected in January 2027 -
- Phase 1 study in combination with bevacizumab in 3L+ mCRC ongoing. Phase 1/2 chemotherapy combination study in 2L mCRC expected to be initiated by year-end -
- Phase 1 Varseta-M monotherapy expansion cohorts for gastric and gastroesophageal junction (GEJ) cancer, EpCAM-selected pancreatic ductal adenocarcinoma (PDAC), and EpCAM-selected biliary tract cancer (BTC) in progress -
- Company to host conference call and webcast today at 5 p.m. ET / 2 p.m. PT -

[STL Biotech @STL_Biotech]

@AAMortazavi 🤣

[STL Biotech @STL_Biotech]

@Sanctuary_Bio 💯. Yeah this one is pretty shitty. Most big red days dont actually affect my psyche. This is one of those "man I really should have pulled some cash to re-do the kitchen or xyz" days.

[STL Biotech @STL_Biotech]

$AGEN

[Pashtoon Kasi MD, MS @pashtoonkasi]

Today @NatureMedicine.

More on immunotherapy (BOT/BAL) in the neoadjuvant setting. Corroboration of our NEST trial. 🙌🏽

UNICORN reports 100% DFS as well in pMMR colorectal cancer. 👏🏽

@OncoAlert

🔗https://t.co/oXiaaRsb7x

🔗https://t.co/BPfr75Lvxm

[STL Biotech @STL_Biotech]

$LTGO Adding a percocet arm to the bunionectomy ph3

A tougher comparator in a tougher pain model

Bold or stupid?

https://t.co/LHUu9VOZya

[STL Biotech @STL_Biotech]

Read the room!

Lol bad day to come public $AGLT

[STL Biotech @STL_Biotech]

@NextTradeX Long term If response rate and pfs land similar to the other Topo1 it's complicated. GI vs heme tox. Its worth something but messy. Has to be genuinely better than the others on efficacy (*techically* is so far) to be a 10x. Just my $0.02. Its a gamble, should be sized as such.

[STL Biotech @STL_Biotech]

@NextTradeX ORR holds up, DOR/PFS holds up still might not get much of a +ve move. Still has to compete w/ agents a further ahead and w/ deep pocket lg cap sponsors.