okibuy

ok i buy

[okibuy @wonti]

Believe in something
Believe in $ABVX

@seedy19tron @A_May_MD @unemon1 @Taintslapp12283 @RNAiAnalyst

[okibuy @wonti]

$ABVX

[okibuy @wonti]

@WallStSai @maziardoustdar yes buy $abvx why not?

[okibuy @wonti]

@AnotherKoreanX Don't take my copium please

[okibuy @wonti]

+$10B Deals possible
"if they widen our therapeutic aperture"
"we might have to look for more of those (bio in later stages)"
"we are going for finding the next big things"
$ABVX

[S A I ™️ @WallStSai]

$LLY Eli Lilly CEO Dave Ricks outlines a strategic evolution for the company's Mergers and Acquisitions (M&A)

🔹 Moving Beyond "Cheaper" Deals

While the company has historically focused on smaller, earlier-stage acquisitions (with the largest being around $8 billion), Ricks indicates that the size of future deals could increase. He suggests they may look for more mature assets or larger transactions to sustain their growth ambition.

🔹 Increased Deal Volume and Aggressive Capital Allocation

In the past year alone, Lilly executed approximately 40 deals, which Ricks notes is more than most of their competitors [48:47]. He emphasizes a willingness to allocate capital more aggressively to maintain their growth trajectory [49:52].

Source: https://t.co/BlwD8UCWET

$XBI $MDGL $ABVX #MASH

[okibuy @wonti]

@AndrewRangeley @A_May_MD Chance of obe remaining the best drug in UC for the next 10 years?
Chance of obe having similar results in CD?
How have the results changed his valuation?
How does he come up with the valuation?

[okibuy @wonti]

@seedy19tron How much can the 20% penetration grow if obe is better than the TL1A class?
Obe's endoscopic remission seems unreachable

[okibuy @wonti]

@GermanBiotech @ipollit77 @thirdcoastip Appreciate your perspective

[okibuy @wonti]

@GermanBiotech @ipollit77 @thirdcoastip The science might not be complete but its advanced enough imo.
Combine that with the experimental data (which measured all kinds of things and didnt find worrysome stuff) and you should have enough to start with the general population imo
Can adapt on new data/science

[okibuy @wonti]

@GermanBiotech @ipollit77 @thirdcoastip Can it be ruled out for any drug if there is a baseline chance of cancer?
The number of patients needed to statistically be certain that a drug is not the cause is too large for it to be practical.
Have to make a compromise and live with uncertainty

[okibuy @wonti]

@A_May_MD Yes $SYRE should be 115$ by now https://t.co/lYRCYhXcCj

[quantumup @Quantumup1]

Deutsche Bank⬆️ $SYRE's PT to $115 (was $102) and reiterated Buy.
$JNJ ABBV TAK APGE $ABVX
Deutsche Bank said in its note:
Competitor ABVX (Not Covered) has traded down 30%+ since Monday, following a surprise safety signal for malignancy emerging from the Ph3 ABTECT maintenance trial of obefazimod in ulcerative colitis (UC), which creates an opportunity for SYRE, in our view.

Heading into the readout, obefazimod had been widely praised by the sell-side for both strong efficacy (in 8-week induction therapy, which was confirmed to extend to 44-week maintenance therapy) and a pristine safety/tolerability profile. Coupled with its oral dosing, obefazimod was expected to see broad adoption across the UC population, as a distinct strategy that would compete with combo injectable biologics being developed by SYRE and others (e.g., JNJ, ABBV, TAK).
However, ABVX's 44-week maintenance data reported 8 cases of malignancy (1 prostate, 1 breast, 1 colon dysplasia, 2 BCC, 3 SCC) in obefazimod-treated patients vs. 1 case (BCC) for the placebo arm.
Moreover, 7 of the 8 cancer cases appeared at the higher 50mg dose (N=7/195), while 1 case was seen at the lower 25mg dose (N=1/193).
We note there is an ongoing investor debate on whether obefazimod was causative in these cancer cases.
That said, we expect an overhang, with Street peak sales estimates potentially coming down, as investors grapple with the possibility of a more limited scope of treatment for obefazimod, including possible black box warning on the label (akin to JAK inhibitors).

[okibuy @wonti]

@deathtouch2k @Taintslapp12283 is this ur smurf account?

[okibuy @wonti]

@Taintslapp12283 Up pre and fade on market open
Like in the good old days

[Marc de Garidel @RGaridel18419]

$ABVX Congratulations to Abivax! All of our shareholders are becoming future patients.

It’s called stress induced IBS.

We are winning like never before!

Thank you for your attention to this matter.

- MDG

[okibuy @wonti]

@Taintslapp12283

[okibuy @wonti]

@RealTradingNick @osbourne1504 😄

[okibuy @wonti]

@RealTradingNick @osbourne1504 ai thirst trap

[okibuy @wonti]

@RealTradingNick You are right. Was checking the wrong one in a hurry 😅

[okibuy @wonti]

Status changed from active to completed.
28 april was last patient visit confirmed $abvx

[okibuy @wonti]

i guess im shadowbanned or bugged out from AB*X🥲

[okibuy @wonti]

@DominickCampag @unemon1 Did Marc open the mystery gift? (Rolex with gps tracker)

[okibuy @wonti]

From Boston to New York
Let's sign the contract✍️
$ABVX 🤝 $LLY