UC Maintenance Trials Drag On, Costs Soar
So uhhh, how long are these mega-expensive P3 UC maintenance studies going to have to be run for $SYRE? If only drug arm induction responders go onto maintenance (as is convention in P3 UC studies), how long do you need to run these things before you can be confident the placebo arm has had time to wash out the long half-life drug *and* give the patient time to relapse so you can actually beat placebo? ~40 weeks has been a rough standard for maintenance duration (52wks total after a 12 wk induction). Seriously, are we looking at 96 weeks or something here? Absurd. Still ~$7.5B on open label a4b7 data BTW.
HIMS Growth Lags 10‑year Yield, Multiples Overvalued
$HIMS YoY growth is lower than the 10Y yield and y’all were telling me I was wrong about assigning it lower multiples this time last year because it was a “gRoWtH sToCk WiTh TeCh MuLtIpLeS” 🥱
ORKA Slides 30% Since Monday, Over 40% Pre‑Market
$ORKA down ~30% from Monday’s high (>40% if you count the liquid premarket trade >$100). $SYRE: https://t.co/kUnkBQtUC7
SYRE Jumps to $8B After Breakthrough UC Trial
$SYRE pushing $8 billion cap currently on a major $XBI red day following their open label a4b7 data proving that a4b7 continues to work. Valuation was ~$3B at the start of the year. Must’ve been a massive surprise that their...
People Dramatize Painless At‑home Subcutaneous Injections
How YTE longs talk when they’re telling you how harrowing it is to self administer a painless at home subcutaneous injection: https://t.co/ydNEINxwLD
Reta Won't Become All-Time Top-Selling Drug
Reta will not be the best selling drug of all time. Someone please remember this a decade from now.
NTLA Turns Red, Faces Cash‑Raise Dilemma
$NTLA finally red. Took longer than I expected. How do they raise the cash they need from here? Are they going to be forced to take on debt?
ORKA's Valuation Is Absurd; Biotech Funds Misallocated
A more in depth take on why I think $ORKA's price tag today is among the most ridiculous valuations I have *ever* seen in biotech. Ever. Glad to hear alternative opinions, but I am vehemently of the opinion that the...
Biosimilar T
Me writing scripts to completely control 90% of my psoriasis patients with biosimilar Taltz >2 years before $ORKA even reads out P3: https://t.co/TVaA10pHOe
NTLA's Attack Metrics Fall Short of Expectations
$NTLA 87% attack reduction and only 62% attack free rate. Attack free rate especially widely missed the bar set ahead of time by @GeneInvesting. Legitimately worse than I expected. https://t.co/wmNFYfsQSj
Promising Mufemilast Results Unveiled at DDW
Strong mufemilast data being presented at DDW this week for anyone still following the $PALI story. https://t.co/Oi4WI6R0iW
YTE Poised as 2026's CRISPR-Like Biotech Breakout
YTE is to 2026 $XBI as CRSIPR was to 2021 $XBI $SYRE $ORKA $APGE https://t.co/CAuGPf5Hyk
Peptide Hype Stalls Until IQ>70 Hits Market
Peptide bros can’t shut up about BPC-157, TB-500, CJC-1295, etc etc. Just wait until you guys try IQ>70.
Wedbush Flags One NKTR Dosing Interval as Unviable
You'll never guess which of these two dosing intervals Wedbush says "may not be viable" for $NKTR Rezpeg moving forward. Won't mince words - This firm is responsible for the worst sellside work I've ever seen. Sorry to be harsh,...
SNY's Atopic Dermatitis Candidate Fails; NKTR Rem
$SNY next-gen atopic dermatitis drug failed in P2b. Missed primary endpoint. MOA was IL13xTSLP. Now what have they got to follow up dupi if (when?) they discontinue amlitelimab? $NKTR 👀 🤷🏻♂️ Remains the only new MoA...