LIACOS Penumbra
@Malsonian
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Teacher, tree surgeon, Latam lawyer, soccer ref, chef, luv my family, Kinks et al.
Piana, FR, Cape Breton Is. Wannabe
Joined April 2009
$OCUL : interesting reference in its PR announcing the hiring of Global Chief Commercial Officer, who guided Eylea launch for $REGN. See highlighted phrase
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terrific article on $ABVX and biotech generally
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$SLNO announced positive preliminary revenue $$ for VYKAT Monday AM, cash flow +...stock has not responded really at all...thought stock was pricing in lower $$ revenue? Did 12% discontinuation rate negate all?
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Highly recommended in depth analysis of high stakes, strategically important materials trade...h/t LGromen (not a pump but can't read this very substantive piece & not notice $TGB and $PPTA roles in sourcing AND refining copper + antimony + their byproducts. Have some of both)
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Very smart by Jeffs as (I believe) L606 is off limits to $UTHR predations of #327... $LQDA ...who said we needed a ruling from the Hon. Justice Andrews asap?
$LQDA starts a Phase 3, Multicenter, Randomized, Double-Blinded, Placebo-Controlled Study to Evaluate the Safety and Efficacy of L606 (Treprostinil Liposome Inhalation Suspension) in Participants With Pulmonary Hypertension Associated With Interstitial Lung Disease (WHO Group 3)
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Nice to hear, Dr. Langner, esp. if you are who you say you are, one never can be sure these days. Good news and thanks for the post
$LQDA First sighting of Yutrepia in the wild here in Dallas, TX- pretty exciting to finally see this. I'm a physical therapist at a cardio/respiratory clinic at a major hospital here, been watching & waiting for this. I've had patients who wouldn't tolerate Tyvaso and had to quit
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$WVE: very interesting results in a very different MOA from the GLPs...kudos to @Clarksterh for flagging
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When opinion signed off/final, think it works this way: JAndrews' Ch. Clerk notifies lead counsel for $LQDA + $UTHR of issuance, sends to their offices. Both companies notify NASD of news pending; once wait period imposed by NASD is met, companies free to PR unless NASD req simu
@mbamcnulty @MarchMatthew $LQDA I didn't review the 3 Judge A opinions released today - but certainly some housekeeping happening. I wonder if someone knew there were 3 pending releases today and guessed that one was to be LQDA (hence a decent price increase?). I am just fishing, I guess
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$LQDA: IF info on UT legal team alleged inequitable conduct to protect validity of #327 (per Anna) is correct per Grok analysis of trial transcript/brief, JAndrews in PI ruling may not have needed to go there--Judges don't go to IC nuclear option if he had lesser basis to rule
@mbamcnulty $LQDA This is where Grok found the information. It is presented to judge Andrews from the start, but was never reference in the PI denial, trial or post-trial briefs. I'm not sure why but it's still part of the trail.
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GROK is grok, so there is that, but its analysis of the trial record should be accorded some weight. After all, $LQDA CEO RJeffs was Martine's right hand man in developing Tyvaso/Treprostinil market for UT for many years. He knows where the bodies are buried. So thanks Mq, Anna
The smartest and kindest biotech friend I have shows us a new angle for judge Andrews. $LQDA
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@semodough $OCUL Peter Kaiser is reputedly the top back of the eye ophthalmologist in the country. He is top flight. He came to OCUL to drive treating NPDR and believes that Axpaxli can make a big difference in eye-health of people with DR. That adds a big TAM, likely not as big as
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"Messages" Is anyone else losing his/her Messages tab (and notifications of New messages) and seeing a "Chat" tab in its place. Is X herding us out of our extant connections?
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$CELC @monaco_biotech nice; I read extension of data in mutant type to Q1/Q2 2026 from Q4 2025 due > time event rate accrual as a big positive. Same you?
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Except this is entirely false: Biden + his Lts. Blinken and Sullivan tied UKR arms behind its back slow walking materiel to UKR + restricting use of US armaments, i.e., not across RU border. Let alone, incredibly, Biden criticized UKR attacks on RU refineries due oil prices 😂
@Acyn With this somersault, Trump has finally arrived at the conclusion that Biden had reached in February, 2022. Now that he knows that Russia needs to be defeated, not only must he start arming Ukraine for an offensive purpose but he must also unleash CIA on it. The Russian people
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"Peace in our time." Thank you, Neville Donald
Trump told Zelensky in a phone call that if Ukraine handed over all of Donbas to russia, including areas not currently under russian control, Putin would agree to a ceasefire along current lines and sign a written promise not to attack Ukraine or Europe again. 1/n
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Was my initial take also, Jeremy, recalled the Mattessich days when RCT protocols and targets seemed to change willy nilly...late. Didn't expect this of Dream Team, so deep in the weeds and knowledgeable of wAMD clinical practice, so why now? $OCUL
$OCUL analysts seem uncomfortable with rescue criteria changes. Very consistent and confident responses by Pravin are reassuring. Appreciate the assurances given that data cuts from SOL-1 will provide confidence that positive SOL-1 results will translate to SOL-R success.
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and @monaco_biotech a solid from Jim
$CRVO +67% 📈 pre-market Disc. I‘m long with trading position @ 8.06$ 🤩
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