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@houndcl

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Making every data point count. Schrödinger's chemist. Imperfection makes a drug. Husband & Dad. All opinions ∈ {me}.

Joined January 2012
Don't wanna be here? Send us removal request.
@houndcl
L
3 hours
@doepke_michel
Michel Doepke
5 hours
$BHVN Provides Update From Phase 2 Proof-of-Concept Study with BHV-7000 in Major Depressive Disorder. #FAIL …and good news for $AXSM $JNJ / $ITCI
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@houndcl
L
20 hours
@Sports_bios
Sports_Bios
10 months
$CYTK no new news is good news type post Mid-Cycle Mtg - ...typically a lot of general details in the REMS should already be on the table for the midcycle mtg - .. jmho.
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@houndcl
L
1 day
Disclaimer: not going to play the binary. Too dramatic.
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@houndcl
L
1 day
Gonna vote $REPL. Might waste a slot eventually. It could be the most interesting PDUFA in 2026. Survive or break.
@houndcl
L
2 days
@seedy19tron @pawcio2009 @lfholt @ericnym @A_May_MD DM me for my shitco picks.
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@WasatchSnow
Utah Daily Snow
2 days
I mowed my lawn today
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@houndcl
L
1 day
How many patients received second-line advanced KRas inhibitor tx after progression on mGnP + Atebimetinib? Is the single-arm OS artificially inflated by this factor?
@monaco_biotech
Monaco
1 day
$IMRX Immuneering to Announce 12-Month Overall Survival Data from Phase 2a Clinical Trial of Atebimetinib + mGnP in First-Line Pancreatic Cancer Patients on January 7, 2026 • BioPharmCatalyst
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@houndcl
L
4 days
The TAM is 20B if our phase 3 hits Today we provide an update
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@houndcl
L
5 days
Anyone has access to https://t.co/dAnCdUm2n1? It asks for username and password.
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@houndcl
L
5 days
Early decision is usually good news. but in this case, label is more important. don't fk up. otherwise, you will be flooded with meme.
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@houndcl
L
5 days
Let the competition begin!
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@houndcl
L
5 days
Got many insightful comments. Thx all. Want to be crystal clear: this is good data! LLY Orfo set a high bar. Also an implication to the new players: the weight loss target matters. Literally you can't use a med which is only able to reach -15% at terminal to maintain a -25% wl.
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@houndcl
L
6 days
This essentially puts "I can use low dose x / more tolerable regimen y to maintain the deep weight loss achieved by z induction" thesis at risk.
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@houndcl
L
6 days
This result makes me worry about all weight loss maintenance plays. A clear weight rebound from GLP1/GIP dual agonist to GLP1 agonist. The terminal efficacy which is a function of MoA & dose is in action. Weight control is like a spring, you push less harder, it bounces back.
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@houndcl
L
6 days
$KURA < 100M EV. 🤔
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@houndcl
L
6 days
Look like they decided to deprioritize Temu calendar
@seedy19tron
Seedy19
7 days
@DickMedChem Their calendar is from teemu
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@houndcl
L
6 days
As predicted "Accordingly, the Company does not intend to advance OV350 IV further in the clinic."
@houndcl
L
3 months
Level set the expectation on OV350 p1 readout in Q4. It is clear to me $OVID wants to discontinue OV350 then focus on the next gen oral KCC2 activator, OV4071. This readout should be viewed as FIH MoA derisking event. As long as there is no clear on-target tox, so be it.
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@houndcl
L
6 days
Why is Nimbus still a private company?
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@houndcl
L
7 days
Clicked.
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@houndcl
L
7 days
Everything makes sense now. - Friday call buyer knew 22 abstracts are coming - Marc called Lilly to fetch their 5 abstracts in person. - The other 17 abstracts are being discussed in the Intralink - JPM Marc will have 1:1 with other leaders for Q&A "We had lots of inbounds."
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@houndcl
L
7 days
abvx needs to set 3 intralinks in parallel to let the other side fully digest 22 abstracts before maintenance data hit in Q2 2026.
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