Gerb W

Biotech. Long only. Want to hear all sides of argument, even if I own the stock. Relentless stock cheerleading = red flag

[Gerb W @WilliamGerber1]

#Walgreen’s : on hold, 2 callers ahead of me, on hold, one caller ahead of me, then- yeah!- it rings, and rings and rings, then hangs up on me.
1/2 hour of my day wasted.
$WBA GET IT TOGETHER FOR GOODNESS SAKE!

[Gerb W @WilliamGerber1]

Because nothing says “insider trading” like Waksal! https://t.co/VOousRYo4e

[Gerb W @WilliamGerber1]

@statnews Interesting. Pharmaceutical companies often fight value-based calculations (by ICER), which ignores much of the cost to develop new drugs. I don’t think of value-based pricing as pro-Pharma. But I suppose it can be for some drugs, at some point.

[Gerb W @WilliamGerber1]

@JohnCendpts Nah!

[Gerb W @WilliamGerber1]

@bradloncar Then there was his involvement with Sage Kelly’s strange goings-on.

[Gerb W @WilliamGerber1]

@AlpBugraBasat I feel $IOVA has the same problem with IL-2

[Gerb W @WilliamGerber1]

@PredatorDiaries @US_FDA On no, they didn’t actual put “failed” in quotes??!!!

[Gerb W @WilliamGerber1]

@gcbioinv The Warden will own 50% and 20% goes to each prisoner.

[Gerb W @WilliamGerber1]

For the 50-something crowd-

[Gerb W @WilliamGerber1]

@Biohazard3737 If it hits P3 and is not priced too aggressively, it will be used, a lot. Not sure people understand how expensive Ozempic is, even if it is successful in NASH.

[Gerb W @WilliamGerber1]

@PredatorDiaries @JPZaragoza1 I think many would say they see people with NASH all the time and would love to have a good, convenient drug to prescribe. The issue for broad reach may be expense.

[Gerb W @WilliamGerber1]

@PredatorDiaries @JPZaragoza1 What do primary care physicians say?

[Gerb W @WilliamGerber1]

@JPZaragoza1 What do primary care physicians say?

[Gerb W @WilliamGerber1]

@gcbioinv @TheBio_Hunter The common mAbs do work, but only in Florida.

[Gerb W @WilliamGerber1]

@PDRennert The character took her life after Tony broke up with her. Pretty bad ad.

[Gerb W @WilliamGerber1]

KO-539 off partial clinical hold. It and SNDX-5613 seem likely to be drugs that will be approved and used. https://t.co/7eTTnR93xg

[Gerb W @WilliamGerber1]

@Biohazard3737 Yup! A drug developers dream. So many (in fact, the greater portion) grateful users that would have been just as grateful with placebo.

[Gerb W @WilliamGerber1]

Listened to $TVTX HCU P1/2 COMPOSE Study Pegtibatinase topline. Strange to PR average results for 3 out of 15 treated patients and highlight the need for a better formula (?). Not a huge confidence builder in "metabolic sink" approach. Thoughts?

https://t.co/jMvncSBNiD

[Gerb W @WilliamGerber1]

@ByMadeleineA @evaluatevantage Will $ABBV have to test its drug against $VRTX head-to-head in a phase 3? Would the FDA allow a CF patient to get a placebo in a trial at this point? I’m unclear on the rules.