Quarterly Briumvi Autoinjector Beats Competitors in Convenience
$TGTX So looks very likely indeed that every 3 month self-administered Briumvi via an autoinjector is going to work. They managed to get a high concentration of drug in a small volume (2ml) without it getting too viscous for an autoinjector - Ocrevus needed more than 10x that volume for their subq, which is why they required a pump. So from a market perspective, they will have both an IV and subq where the patient can freely switch, and they will have only 4 injections per year instead of the Kesimpta 12 injections. Their IV with new dosing schedule will be way easier than Ocrevus for new patients. Their efficacy is likely a little better than both competitors.
ABVX Analysis Solid; Cancers Likely Unrelated to Drug Timing
I think this is a good $ABVX analysis. Apart from the fact that the timing of these cancers are very likely too soon for them to be drug-related. (No position myself).
FDA Eyes PR Win with Rapid RVMD Approval
The FDA desperately needs a publicity win. Expect the $RVMD drug to be approved in record time.
Non‑CD20 MS Drugs Cause Irreversible Damage, CD20 Better
Just re-upping this important $TGTX thread from a while ago - bottom line here, MS patients on the weaker (non-CD20) drugs like teriflunomide (Aubagio) suffer ongoing, irrecoverable damage. There are some larger ongoing trials comparing CD20 drugs to others that...
Brilliant Scientists, Dark Legacies: Fact Meets Fiction
I recently listened (on Spotify) to a fascinating book by Benjamin Labatut (“When we Cease to Understand the World”) that is a history of famous 20th Century scientists that mostly ended up falling off the edge in some way. Starts...
Lower Short Rates Could Steepen Curve; TIPS Safest
I suspect that any reduction in short rates would serve to exacerbate this weakness. Yield curve would simply steepen further. TIPS may be the only safe haven here.
Long‑term PPI Users Should Monitor Minerals to Prevent Dementia
If you are a long-term user of PPI's (like Prilosec or Nexium) routinely check magnesium, calcium, ferritin, Vitamin B12, zinc, and copper levels. B12 or copper deficiencies could absolutely contribute to accelerated dementia.
Geopolitics Accelerate Global Shift to Solar‑Battery Power
Trump and the Iran war are, somewhat paradoxically, accelerating the worldwide transition to renewables - mainly the solar + battery route. Here Cuba. Pakistan is another example, where DIY solar+battery competes very well with a sclerotic fossil-fuel-powered utility system.
Ensitrelvir Outperforms Paxlovid yet Faces Approval Hurdles
Ensitrelvir is pretty clearly also a better acute treatment than Paxlovid. More potent and many fewer drug-drug interactions. Just proved too hard to get approval for acute treatment.
LQDA’s Soaring Market Share Proves Drug Superiority
$LQDA "Market share has gone from 10% to 16% to 23% across past 3 quarters" That doesn't happen against an entrenched competitor unless the drug is truly better.
Andes Hantavirus Low Transmissibility, Unlikely Pandemic Risk
So Andes hantavirus is infectious, but not very infectious. PCR positive a few days before symptoms. This does not have the makings of a widespread pandemic.
Underpowered Trial Misleads: Non‑significant Trend, Not Failure
One of my pet peeves is a headline saying "This trial showed drug X doesn't work in condition Y" when in actuality what was demonstrated was a non-significant trend to efficacy in a severely underpowered trial.
MANE Secures Patent, Launches Trials to Address Minoxidil
Turns out I was dead wrong in this thread from some four years back. $MANE managed to get a patent (US 12,268,688 ) and is conducting full-scale trials to assuage the obvious safety concerns with the approved Minoxidil oral dose.
Economics Will Outpace Trump's Coal Push, Solar Wins
Meanwhile Trump is pushing coal. But the economics will win - a few year delay for the US before solar plus batteries dominate.
Hospital Samples Create False Negative Correlation Between Independent Diseases
Berkson’s paradox or Berkson bias: If you look at only hospitalized patients, you will typically see a negative correlation between any two independent conditions (A and B) that each would lead to hospitalization. Intuitively, among hospitalized patients, if someone does not...