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Dirk Haussecker Profile
Dirk Haussecker

@RNAiAnalyst

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Following
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Wannabe biotech billionaire with a stock trading focus on nucleic acid-based and -targeted biotech. Fiercely independent. https://t.co/dfLqOuHFJP

Germany
Joined November 2011
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@RNAiAnalyst
Dirk Haussecker
14 hours
$pepg 5mg/kg multidose myotonic dystrophy data at start of the year? $dyn $rna
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@RNAiAnalyst
Dirk Haussecker
14 hours
Let's see if $lly finances a $abvx-type acquisition with stock. CEO had said in that podcast that their stock was overvalued 2-3x compared to peers and Co recently said they'd be aggressively buying. Add the 2 together, it would make sense for them to take advantage of high
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@RNAiAnalyst
Dirk Haussecker
2 days
$abvx Matthieu Protard, the French journalist, seems to be legit with a strong track record in breaking M&A stories. Ready to risk my kids' inheritance (though not 60% like the GOAT). In biotech you need to take the shots.
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@RNAiAnalyst
Dirk Haussecker
2 days
$abvx you have already be substantially long the stock, would you add more here on newspaper report?
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@RNAiAnalyst
Dirk Haussecker
2 days
$abvx IF #miRNA124 upregulation in immune cells is indeed the mechanism for obe, then all the main miRNA target genes become potential new candidate drug targets. Obe may have stirred up a completely new area of biology rich in targets waiting to be discovered. That's also an
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@RNAiAnalyst
Dirk Haussecker
2 days
$abvx IF #miRNA124 upregulation in immune cells is indeed the mechanism for obe, then all the main miRNA target genes become potential new candidate drug targets. Obe may have stirred up a completely new area of biology rich in targets waiting to be discovered. That's also an
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@RNAiAnalyst
Dirk Haussecker
2 days
$abvx traded up to $145 on flight logs, $135 on French newspaper report. Looks like the risk/reward much, much better here.
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@RNAiAnalyst
Dirk Haussecker
2 days
$abvx if there is any truth to this newspaper report, things will have to move quickly now. Hoping to get a chance to increase my portfolio weighting from 10 to 20%.
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@seedy19tron
Seedy19
2 days
French newspaper with some breaking news this morning $abvx “US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the General Directorate of the Treasury in early December. The meeting was intended to subject a
@seedy19tron
Seedy19
14 days
Biggest breaking news of the evening: Independently verified and confirmed, exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec 9th. $abvx , Dave Ricks x Marc De Garidel…
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@RNAiAnalyst
Dirk Haussecker
4 days
$wve $arwr as I've been diving into the biology+genetics of #obesity, there is 1 resounding concept we should keep in mind when trying to address it: similar to diabetes where there is type I (lack of insulin) and type II (insulin resistance/insensitivity)... ...in obesity
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@RNAiAnalyst
Dirk Haussecker
4 days
Thanks guys. Your petty fights mean that drug development for pediatric drugs is at risk of becoming less attractive...even though you both claim to support it.
@ZacharyBrennan
Zach Brennan
5 days
Sens. Sanders and Mullin point fingers at each other over who blocked the rare pediatric disease PRV reauthorization -
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@RNAiAnalyst
Dirk Haussecker
5 days
$10B biotech, $bmrn, buys $fold for ~$5B.
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@PersimmonTI
Persimmon Tree Investments
5 days
$FOLD $BMRN to acquire $FOLD $4.8B, $14.50/share 33% premium to close $BMRN continuing to be acquisitive, after $INZY, the would-be-bought continues to be the buyer… $xbi
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@RNAiAnalyst
Dirk Haussecker
5 days
Dr Hung says $qure strategy is to first see whether Huntington's advocacy can change FDA stance. Only then (if no result) would they go to other regulators. Me: why does it have to be sequential?
@mike98572986
mike
6 days
$clpt $qure Victor Sung long interview but a lot of nuggets here This was before minutes release interview Take away the p value, and look how the 12 progressed. He has never seen a similar cohort show anything like this. That is not the natural history of Huntington’s. Even
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@RNAiAnalyst
Dirk Haussecker
6 days
$sgmo something does not rhyme. After being criticized that for almost 30 years they operated as a sandbox for scientists, the Fabry gene therapy gave them opportunity to become commercial. Instead, they announced intention to partner/sell asset and become a preclinical biotech
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@RNAiAnalyst
Dirk Haussecker
6 days
$sgmo you could almost think they are a bit desperate for another ATM tapping opportunity. Today, announces 'initiation' of rolling submission (of Fabry gene therapy) a month after announcing, less than a month after 'Acceptance of BLA Rolling Submission Request'.
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@RNAiAnalyst
Dirk Haussecker
6 days
$abvx new, curiously timely ulcerative colitis market report supports CEO interview remarks that market is expanding because of better diagnosis and...new drugs. Obe clearly highlighted. So Big Pharma better read and raise their low-ball offers based on expected penetration of
Tweet card summary image
finance.yahoo.com
DelveInsight's Ulcerative Colitis Market Insights report includes a comprehensive understanding of current treatment practices, ulcerative colitis emerging drugs, market share of individual therapi...
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@RNAiAnalyst
Dirk Haussecker
6 days
$wve $arwr interesting yard stick for Glp1 off-ramp with inhibinE RNAi when compared to Glp subQ-->oral switch. Interestingly, for wegovy (Glp1) --> orfo (Glp1), there is no weight rebound, whereas for zepbound (Glp1+GIP) --> orfo (Glp1) there is. So loss of 1 mechanism causes
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@RNAiAnalyst
Dirk Haussecker
6 days
$mltx according to AI, the FDA has had a near 100% record of meeting goal of turning around minutes within 30 calendar days. That would make it January 14.
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