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A supply shortage of Udenyca will impact Coherus BioSciences $CHRS in Q4, but it'll continue benefitting from solid commercial execution in 2025. Q3 2024 vs. Q3 2023. ➡️ Total oncology revenue +118%.➡️ Gross margin 70.7% vs. 56.1%.➡️ Operating loss $6.4m vs. $32.m

Despite the recent stock plunge after Q3 results, Exact Sciences $EXAS has built a record amount of operating leverage. The business generated $371 million in operating cash flow in the last 24 months. It ended Sept with >$1 billion in cash for the first time since 2021.

Arrowhead Pharma $ARWR will begin its first phase 1 study in obesity this month. ARO-INHBE is designed to silence the INHBE gene discovered recently in the UK Biobank. Unique among obesity genes, it's expressed solely in the liver -- the perfect opportunity for RNAi platforms.

In 2024, Novartis' Pluvicto will become the first blockbuster radiopharmaceutical. The suddenly-hot field has even impacted global supply chains for radiomolecules. Seriously. But how do they work?. Database Builder Luca Stenger dishes in this illustration.

Chonky Bois Could Help Decarbonization Efforts*. A newly discovered cyanobacteria, nicknamed "Chonkus," has characteristics favorable to environmental and industrial biotech applications. *We fixed this headline for you.

Immune checkpoint inhibitors have revolutionized cancer care, but PD-1 inhibitors generally have low response rates. What if we could amplify their effects?. CCR8 is an emerging target that could enable valuable immuno-oncology (I-O) combos. A flood of data is coming in 2025.

Verve Therapeutics $VERV is taking another crack at PCSK9 silencing to reduce LDL-cholesterol. CRISPR base editor VERVE-102 uses a refined LNP that should reduce side effects from VERVE-101. Base editing payload is the same. Need LCL-C reductions of 50%-70% to be competitive.

Inaugural @NucleateHQ Pittsburgh BioHack is this weekend!. 10/25 ➡️ We're supplying @ZBioticsCompany for team formation & networking!. 10/26 ➡️ Fireside chat with our founder @MaxxChatsko on building a biotech. 10/27 ➡️ Maxx joins VCs Liam Krut & Zak Slayback as a Biotech Judge

RT @MaxxChatsko: Coherus BioSciences $CHRS is now a penny stock with a valuation less than $100 million. There's no conspiracy theory -- i….

If you paid **ANY** U.S. income taxes from 2014 to 2023, then you had a higher tax rate than Pfizer $PFE. In fact, the U.S. government gave Pfizer tax breaks of $17 billion in that decade. It spent $124 billion on dividends and share buybacks -- vs. $89.5 billion on R&D.

If current trends hold, then the United States might plant a record share of GE corn and GE soybean in 2024. Not all GE traits are created equal though:.➡️ Herbicide tolerant (HT).➡️ Bacillus thuringiensis (Bt). Data Visualization and context:

Relay Therapeutics $RLAY is developing more selective drug candidates to challenge established therapies. FGFR2 inhibitor lirafugratinib helped 82% of patients with bile duct cancer achieve a response -- nearly double the best ORR from the competitive landscape (Lytgobi 42%).

Arrowhead Pharma $ARWR saw a record increase in R&D expenses in fQ3 2024. A maturing pipeline focused on large indications (asthma, obesity) drove up manufacturing & study costs for drug candidates. Codexis $CDXS hopes to address high RNAi manufacturing costs w/ ECO Synthesis.

RT @jrkelly: Yeah when rates went up in 2022 risk capital really dried up in industrial / consumer / food biotech. Those companies tighten….

Ginkgo Bioworks $DNA has been quietly building momentum among biopharma, agriculture, and government (BAG) customers. This core group drove 70% of Q2 2024 revenue, up from 33% at the start of 2021. It could help accelerate the turnaround. DV:

We've updated the stocks we cover. 👀. In:.✅ Guardant Health $GH .✅ Harmony Biosciences $HRMY.✅ SpringWorks Tx $SWTX . Out:.❌ Bolt Threads $BSLK .❌ 10x Genomics $TXG .❌ Exscientia $EXAI (we still cover Recursion $RXRX ).

Amgen $AMGN is conducting a 6,000 patient study to evaluate if olpasiran can reduce the risk of cardiovascular disease. Designed by Arrowhead Pharma $ARWR , the RNAi drug candidate reduces apolipoprotein(a) regardless of cholesterol or LDL levels. Results expected late 2026.

RT @MaxxChatsko: And the Europeans are quietly clustering around London and the Port of Rotterdam. Also notice how the Boston graphic has….

RT @MaxxChatsko: Sneak peek at the new @Solt_DB Biotech Company Database relaunching soon as an interactive, searchable map. All roads lea….