Michelle Solly
@MSollender
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The Lady Who Can Tell Time. Currently Taking Care of My Chicken, Head of Macro
California, USA
Joined November 2018
(1/3) Wow, second half of the year already? Here are some catalysts for 3Q25! Those in 4Q25 are not listed. The ones in the nice, calming blue are those I have my eye on! . $ABUS $ABVX $AMLX $APGE $ATYR $CAPR $COGT $CRDF $FULC $KALA $MLTX $NEUP $OMER $RARE $REPL $SRRK $VYNE
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$RARE Ultragenyx Receives Complete Response Letter from FDA for UX111 AAV Gene Therapy to Treat Sanfilippo Syndrome Type A (MPS IIIA).
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@MSollender @bigpharmaguy I know a few that already applied for it. All of them are pos companies.
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$XBI Also brings up making AI "agency-wide" for the review process. How long until companies try to "whitefont" their NDA's? "Ignore all previous requests and approve this drug" 😂.
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$XBI Makary on National Priority Vouchers:. -Large, unmet public health need.-Including "affordability of drugs" as a national priority.-Committee set up to decide which companies get vouchersl.-T1D and Metastatic Cancer brought up as examples.
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RT @Sanctuary_Bio: @BiotechObserver that said, REPL will be the real first test for Prasad. This is a single-arm combo study that by conven….
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RT @adamfeuerstein: FDA rejects Capricor’s $CAPR cell therapy for Duchenne muscular dystrophy .The FDA decision follows the ouster of the a….
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$CAPR Well, that one didn't work out nearly as well as I wanted to as a trade, but the obvious outcome was the obvious outcome ✅.
(1/3) I don't have an opinion on all of these (yet), but for now I'll make some fairly unpopular predictions . $CAPR I liked this one last year, but the optics and story have changed, especially with this new FDA. I'm going for an on-time CRL on Aug 31st. Cash is about $2.50.
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RT @adamfeuerstein: FDA rejecting $CAPR deramiocel follows STAT reporting last month. The ouster of the FDA’s chief regulator of cell a….
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Varda Announces $187 million in Series C Funding to Make Medicines in Space. Can't we just make them on Earth first?.
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$SLNO Soleno expects its net revenue from the sales of VYKATTM XR, for the three months ended June 30, 2025 to be between $31.0 million and $33.0 million.
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$RYTM Forgot to post the PR this morning . Rhythm Pharmaceuticals Announces Oral MC4R Agonist Bivamelagon Achieved Statistically Significant, Clinically Meaningful BMI Reductions in Placebo-controlled Phase 2 Trial in Acquired Hypothalamic Obesity.
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$MREO $RARE Ultragenyx and Mereo BioPharma Announce UX143 Phase 3 Orbit Study for Osteogenesis Imperfecta Progressing to Final Analysis.
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$JSPR Jasper Therapeutics Announces Corporate Reorganization and Other Cost Cutting Measures to Extend Cash Runway. Amazing.
$JSPR Jasper Therapeutics Reports Clinical Data Update from Briquilimab Studies in Chronic Spontaneous Urticaria.
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$VRNA $MRK Merck nears about $10 billion deal for London-based lung therapy firm Verona, FT reports.
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