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EOMESBiotech

@TCRAnalyst

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Science & biotech, l/s views, No investment advice, DYODD.

Zurich, Switzerland
Joined July 2022
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@ValerioCapraro
Valerio Capraro
18 days
Fascinating paper just published in Science. The authors analyze the career trajectories of top performers across multiple domains, including Nobel laureates, elite chess players, Olympic gold medalists, and more. Their central finding challenges a common belief. Intensive,
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@TCRAnalyst
EOMESBiotech
21 days
You somehow get a grasp on how poor is Elon´s understanding of public health and medicine reading this.
@elonmusk
Elon Musk
22 days
@PalmerLuckey Widespread MRI usage done at least annually with AI reviewing the data would greatly improve wellbeing and mortality
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@TCRAnalyst
EOMESBiotech
22 days
Cool research on the overlooked brother: 2 types of Tregs; IL10+ (good) IL10- (evil); Suppressing IL10- Tregs via CCR8 as ptl target
@MSKCancerCenter
Memorial Sloan Kettering Cancer Center
23 days
(1/2) Researchers from the Sloan Kettering Institute at MSK discovered that not all regulatory T cells behave the same way in tumors. Some help fight cancer, while others protect it.
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@MSKCancerCenter
Memorial Sloan Kettering Cancer Center
23 days
(1/2) Researchers from the Sloan Kettering Institute at MSK discovered that not all regulatory T cells behave the same way in tumors. Some help fight cancer, while others protect it.
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@VincentRK
Vincent Rajkumar
29 days
Unprecedented. #ASH25 Tec-Dara in relapsed myeloma. @mvmateos
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@DrRakeshPopat
Rakesh Popat
29 days
In-vivo BCMA CAR-T first in human trial. 3 patients all achieving MRD negativity. This could be revolutionary - no need for lymphodepletion chemo, no complicated cell manufacturing process and better memory T cell phenotype. Looking forward to more data esp safety #ASH25
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@TCRAnalyst
EOMESBiotech
1 month
I think here we are today. Pretty convinced that if you treat long and early enough, it will have a benefit but only mediated through glycemic control/inflammtion and metabolic effects - NO endogenous effect on neurons and direct AD pathophysiology at all. $NVO
@TCRAnalyst
EOMESBiotech
2 years
2 years might b short to include metabolic advantage (glycemic control, wt red) of GLP1 into mediated neuro outcome. But assuming that longterm MACE ⬇️ correlates w/ less vasculopathy/neuropathy in AD brains, that could set a trend for GLP1 + add to endogenous neuroprotective eff
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@TCRAnalyst
EOMESBiotech
2 months
Long story short: control CV risk factors, control inflammation, safe brain $GPCR $VKTX
@aditharun_
Adith Arun
2 months
Forecasting $NVO's EVOKE/EVOKE+ semaglutide in early-stage Alzheimer Disease trial results https://t.co/fzeuc406nD Open to discussion, please share thoughts and comments.
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@TCRAnalyst
EOMESBiotech
2 months
Worth the shot 🤙🏻
@TCRAnalyst
EOMESBiotech
9 months
$CDTX Readout of ph2b with CD388 their pan-influenza Drug-Fc-conjugate in June Readout earlier and fully powered due to severe influenza season The drug (zanamivir) is proven. Trades on cash. IF avian flu becomes a topic again, this will run. Worth a shot imo.
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@houndcl
L
3 months
Similar structure ~ similar activity, hm, also toxicity. That's med chem 101. $TERN fail. $PFE's assist. Triple kill.
@houndcl
L
7 months
TERN-601: I do it for science.
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@TCRAnalyst
EOMESBiotech
3 months
$APTOF Aptose Microcap play into ASH data update multikinase imo only MOA feasible in that population No safety signal so far Baseline ~ comp to VIALE A, efficacy delta big enough to be significant. Massively diluted, got new debt financing BMS/Astellas/ABBV ptl buyers 2026
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@DeepSailCapital
Deep Sail Capital
4 months
This is the best shorting opportunity set I have seen since late 2021. Easy targets across the board, paper handed retail holders, insane valuations, people YOLO single names and posting $1m gains. Just need to wait for it and press hard when the inevitable decline happens.
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@TCRAnalyst
EOMESBiotech
6 months
Very sad to learn about this loss. Will be remembered even when this microcosm of BioX will be long gone, RIP @Sports_bios
@adamfeuerstein
Adam Feuerstein ✡️
7 months
This is crazy but I was thinking about @Sports_bios just this morning because he had posted about Altimmune and its MASH study in March. That was so typical of him -- forward thinking, smart, freely sharing ideas and perspectives. He was incredibly generous with his expertise.
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@TCRAnalyst
EOMESBiotech
7 months
Correction Q4
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@TCRAnalyst
EOMESBiotech
7 months
$CGEM reminder CLN-978 (CD19xCD3 T cell engager) data coming Q3 in SLE Meanwhile also initiated in severe RA (trial site FAU Erlangen, this is where the impressive Schett Lab CD19 CAR T data in SLE came from), and initiated in Sjögrens. Both in April. Chances that they hit in
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@TCRAnalyst
EOMESBiotech
7 months
Aged well
@TCRAnalyst
EOMESBiotech
9 months
$CDTX Readout of ph2b with CD388 their pan-influenza Drug-Fc-conjugate in June Readout earlier and fully powered due to severe influenza season The drug (zanamivir) is proven. Trades on cash. IF avian flu becomes a topic again, this will run. Worth a shot imo.
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