Isaac Jones

Science | Medicine | #Biotech

[Isaac Jones @The_upswing1]

Big move by $BIOV $BVAXF bringing in a former Sanofi vaccines exec to the board. Adds major credibility and experience as they ramp up the DPX platform across cancer and allergy programs. Strong signal of where this is heading. #Biotech #Vaccines #Immunotherapy #DPX

[Isaac Jones @The_upswing1]

Excited to see Phase 3 data

[Albert Bourla @AlbertBourla]

Great news from our team to start the week: positive Phase 2 results for a potential first-in-class medicine discovered and developed entirely in-house at @Pfizer.

It has the potential to work differently from anything available today, targeting three drivers of inflammation in a single treatment. This could make a real difference for millions of people living with conditions like atopic dermatitis, COPD, and asthma.

We're accelerating toward Phase 3 and excited about what lies ahead. This is the kind of innovation our pipeline is built to deliver.

More: https://t.co/VgA8KqErXE

[Isaac Jones @The_upswing1]

@himshouse Nice move by $HIMS

[Hims House @himshouse]

🚨 BREAKING: $HIMS PARTNERS WITH PRENUVO AND EIGHT SLEEP, INTRODUCES "HIMS & HERS BENEFITS"

- Provides subscribers access to discounts from health partners Prenuvo and Eight Sleep
- The beginning of a larger benefits program
- $400 off a Prenuvo Whole Body Scan
- $350 off on the Eight Sleep Pod 5 series
- CPO Dheerja Kaur quoted in press release 🔥🔥🔥

[Isaac Jones @The_upswing1]

@investseekers $NVO price cuts could boost market share and patient retention despite margin hit

[Isaac Jones @The_upswing1]

@DeepIceValue Patent protection through 2031 keeps semaglutide locked down, very bullish.

[Isaac Jones @The_upswing1]

@himshouse Looks like they’re confident this won’t turn into a repeat of last time.

[Isaac Jones @The_upswing1]

Morning

[Hims House @himshouse]

🚨 BREAKING: PEPTIDES SEARCH INTEREST HITS NEW ALL-TIME HIGH

$HIMS $LLY $NVO

[Isaac Jones @The_upswing1]

@investseekers Early stage, but it shows how aggressively Novo is continuing to expand its obesity pipeline.

[Isaac Jones @The_upswing1]

@DeepIceValue Regulatory clarity usually favors the incumbents

[Isaac Jones @The_upswing1]

@investseekers Guidance noise and the $HIMS headline risk matter short term, but if GLP-1 demand stays structurally strong, buying fear has historically worked well with this name.

[Isaac Jones @The_upswing1]

@himshouse That’s the kind of momentum $HIMS needed

[Isaac Jones @The_upswing1]

@DeepIceValue Steady buybacks + strong cash flow from obesity and diabetes is a powerful combo

[Isaac Jones @The_upswing1]

@investseekers Ambitious move from Roche

[Isaac Jones @The_upswing1]

@yaireinhorn @WSJ @Maximus_Holla @BrandonVanZee @SamFazeli8 @bradloncar @BiotechCH @A_May_MD @Pharmdca @unusual_whales Wild shift in just a few years

[Isaac Jones @The_upswing1]

@ReneSellmann The fundamentals explain a lot of the drop, but $NVO still has a massive footprint and decades of innovation.

[Hims House @himshouse]

🚨 BREAKING: ELI LILLY GLP-1 PILL BEATS NOVO NORDISK'S IN HEAD-TO-HEAD PHASE 3 DIABETES TRIAL

ORFORGLIPRON DELIVERED SUPERIOR BLOOD SUGAR CONTROL & WEIGHT LOSS vs ORAL SEMAGLUTIDE (RYBELSUS)

52-WEEK DURATION

$LLY $NVO $HIMS

[Isaac Jones @The_upswing1]

@investseekers This is exactly the kind of data that can reshape the class

[Isaac Jones @The_upswing1]

@TheRayMyers $HIMS is facing a perfect storm

[Isaac Jones @The_upswing1]

@investseekers If uptake continues, this could reshape obesity treatment adoption $NVO $LLY $VKTX