BaffledBiologist
@BlaseBio
Followers
723
Following
2K
Media
99
Statuses
875
Why do people put "not investment advice" in their bios? Is there actually legal precedent, or do they just do copy others? Not investment advice.
Joined December 2023
You know what no one talks about anymore? Flagship Pioneering. These guys were the high-flying legends of biotech in 2021. Pulling brilliance out of hats. "reinventing company creation." . Now all I hear about is people fleeing their companies (including Stephen Hahn today).
5
0
16
15% YoY Q2 growth, nice beat. Royalty rates to be cut in half, margins increasing. Keep on executing 👍 $BFRI.
Biofrontera Inc. Reports Second Quarter 2025 Financial Results and Provides a Business Update $BFRI
0
0
2
$INSM trading at 10x 2026 estimated revs. $MYO trading at 0.9x 2025 revenues. One of these will likely revert to the mean (and it worries me which one it is).
1
0
1
Looking forward to $IOVA earnings tomorrow. As a reminder to my following (and this is what Harvard Business School doesn't want you to know): profit = revenue - costs.
6
0
11
The $CRDL data must have been so bad that the post-hoc subgroup they chose wasn't even significant on either of the two primaries or the secondary EP. In some ways, that's statistically impressive.
2
0
10
I know it might be premature but I'm going to say it anyways. BioTwitter is SO back.
1
0
15
Well said. Wonder how much the agency will stand by their 'patient first' approach in light of all these incoming $REPL letters.
Letter to the FDA Commissioner from Dr Mo Milhem, the investigator who enrolled the greatest number of patients in Replimune's IGNYTE clinical trial, re $REPL and RP1
0
0
7
Nice to see $BFRI finally getting some attention following the royalty amendment and massive margin change. Growth every quarter, finally a path to profitability, precedent M&A, no new innovations in AK treatment. excited to see where this goes.
$BFRI royalty rate has gone from 25-35% (going up after this year) down to 12%. $11M financing, which company says will bring to cash flow break-even. Competitive drug (Dusa/Sun Pharma) was acquired and had high scripts post-acquisition. Both have long IP- could split the mkt.
1
0
1
Have we ever had an FDA with so many PR leaks? Seems like there's a whistleblower to Stat or Endpoints daily. Can't tell if these are manufactured from the higher-ups or if employees just have no confidence anymore. In either case, it's gotta be a bad sign of internal trust.
1
0
5
I deeply believe that in the long-term, science outweighs all. Couple other products on the market that should be pulled, but none as overt as this one (that I know of). Not going to comment on *the* company who recently got screwed by the FDA- but, science will outweigh all.
Exclusive: $SRPT would have to conduct new studies to get back on market, FDA official says - CBER review staff are 'unanimous' that Elevidys should never return to market
0
0
1
My last tweet here- but the more I reflect, the more I think there's a chance (small, but existent) $REPL becomes the next $URGN. And if so, you know where to find me.
1
0
2
If $REPL decides to stop further development of RP1 because it's financially unfeasible, I'll always be saddened by this KM curve and the patients who may have benefitted. "empower patients to make choices right for them." -Prasad
2
3
19
Definitely a bit shocked by the $REPL CRL. Would love to know if there's something that was wrong with the data/trial, because a blank rejection seems harsh in light of $IOVA trial and the unmet need. I think people saying this won't have industry-wide impacts are naive. .
3
0
5
$SRPT seems like they have FDA teflon. - $400M annual cost savings, 36% RIF (500 employees).- $513M in 2Q25 revenues.- Black box warning for ELEVIDYS.- additional prophylactic immunosuppression for non-ambulant patients.
investorrelations.sarepta.com
– After strategic review, Sarepta focuses pipeline on high-impact programs, prioritizing potentially best-in-class siRNA platform assets – Strategic restructuring includes reduced operating expenses,...
0
1
6