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, but it is what it is🤷♂️ https://t.co/t1lGSDlTEE
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...
CFO Sells 75% Stake
When the 10b5-1 dumps 75% of the CFO’s stake in a single transaction… $HIMS https://t.co/PzJ8IuSh8u
Biotech Survey Predictions Often Mislead Investors
51.5% of you thought that $NVO was going to be delisted on $LLY Orforligpron approval day. It was not delisted. Not even a little bit. Are you guys dumb? (Here's a rudimentary example of why you should...
MRK's Sotatercept Shows Inverse Dose Response in 6
$TENX $TECX 🤔 $MRK sotatercept high dose *missed* stat sig on 6MWT in P2 (and it wasn’t particularly close). The low dose hit stat sig (barely) and was the dose taken to P3. What to make of a...
Novo
$NVO triple G drug at 2.16 A1c reduction at only week 24 vs a lower 1.9 A1c reduction at a longer 40 weeks for the max dose of the $LLY triple G. But Novo has no pipeline…? 🤷🏻♂️ https://t.co/CFcnGZGMqt
Patience Wins: Wait for Maintenance Data, Not Hype
$ABVX degen traders dumping the stock on a CNBC article saying exactly what I’ve been saying since the trial hit back in July, and what was already blatantly obvious from the earnings release yesterday. WAITING FOR MAINTENANCE DATA is...
ABVX Hires Entyvio Creator, Silencing CCO Doubts
$ABVX panicans were worried about a CCO hire and the company just went out & got the dude who launched Entyvio. Let's go! 🔥🔥🔥
Small‑Cap Investors Mimic Dunkirk, Smuggling Oil Through Hormuz
The Little Ships of Dunkirk except its small cap investors smuggling oil through the Strait of Hormuz https://t.co/grhS8iKYsL
LLMs Hallucinate When Extracting Data From 10‑K Filings
I feel like people keep telling me they have no issue when their LLMs review filings for them, but I’ve found across every platform that asking an LLM to get you some sort of datapoint from a 10K/Q is basically...
L
Doesn’t look like $LLY and $NVO have much to worry about from $RHHBY obesity 🤷🏻♂️
APGE Should Drop OX40 Bispec, It's Just a Black Box
$APGE should can the OX40 bispec IMO. You’re basically just tacking on a black box with that MOA at this point…
NKTR Emerges as Biotech's Most Undervalued Gem
More cases of Kaposi sarcoma for OX40. OX. 40. Is. Done. $SNY still projecting $3-$5B peak sales for Amli is a pipe dream. This value is going to $NKTR. $NKTR is, IMO, the single most undervalued name I...
FDA Limits NTLA Gene Therapy to Mild Cases, Undermining Demand
$NTLA drug is off hold but now being restricted by the FDA to the least severe/sick patients, which would logically be those least likely to want/need an experimental gene editing therapy. Existing options will dominate. Target/disease selection is a...
NKTR Overlooked: Continuous Positives Signal Strong Buying Opportunity
$NKTR is not getting a *fraction* of the credit it deserves. One positive development after another, and the stock simply cannot break out. Look at all that has happened since the stock was at these same levels 2...
