Noah D Himmel
@meangenebio
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$ALT PoS to P3 ⬆️ Dual mechanism further validated Unmatched safety
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$ALT The magnitude and durability from 24 → 48 weeks argue for true fibrosis remodeling, not transient hemodynamic effects 1.8 mg > 1.2 mg > placebo Composite fibrosis responder threshold (≥0.5 ELF reduction + ≥30% LSM reduction) •Placebo: 3.2% •1.2 mg: 27.8% •1.8 mg:
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$ALT 48-week IMPACT data strengthens the pemvidutide story Continued improvement in key fibrosis NITs (ELF, LSM) vs placebo, added weight loss at 1.8 mg with no plateau, and best-in-class tolerability FDA aligned on P3 path
$ALT Altimmune Announces that Pemvidutide Achieved Key Measures of Success at 48 Weeks in IMPACT Phase 2b MASH T • BioPharmCatalyst
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$ABVX Wondering what the mystery new indication for Obe will be… something non-GI like HS or RA? Think bigger
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$ABVX Folks should ignore the noise and hold the line - acquirers know if they wait for maintenance data the price will be even higher
$abvx This downward move is more to do with them attending fire side chats and 1:1s at JPM. The market seems to be reading between the lines and concluding that a deal is not imminent.
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$ALT 👇
top names: $GPCR: oral GLP-1 results showing up to 15.3% weight loss. investors love pill formats because they're cheaper to scale, easier to prescribe, bigger TAM. $ALT: dual-agonist drug with competitive results + strong institutional accumulation. when funds buy early, it
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$ALT Can the ALT crypto bots please find a new symbol to tag we need this one for @AltimmuneInc doing some REAL work for MASH patients and AUD ALD
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$ALT FDA moving into the future with new technologies - will simplify, streamline and improve accuracy - likely to be a significant time saver for P3 trials
Important and underappreciated FDA development for $ALT and MASH broadly! The FDA has officially qualified AIM-NASH, an AI-based histologic tool, for use in MASH clinical trials. This standardizes MASH and fibrosis assessment, reduces biopsy noise, and improves signal detection.
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$CRVS PFS 6.2 months exceeds/matches available OS 28.1 months far exceeds historical benchmarks, nearly 2–3x longer Response durability is a standout durable CRs beyond 2 years are very rare with existing therapies Safety looking solid no myelosuppression or immunosuppression
$CRVS Corvus Pharmaceuticals Presents Final Data from Soquelitinib Phase 1/1b T Cell Lymphoma Trial • BioPharmCatalyst
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$NRIX People starting to pay attention now… @DmitryKovalchuk
@DmitryKovalchuk Not getting much engagement on $NRIX 😮💨 There really aren’t many posts on X about them - it’s flying under-the-radar Looks like the science is getting ahead of the valuation - high burn rate definitely scaring people away
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$PRME
🚨 NEJM just published the first-ever human data for prime editing. https://t.co/MAGRfxKkSr 👏A landmark moment: precise gene correction in human blood stem cells is finally becoming a durable, clinically meaningful reality for the 1st time ever in human history, thanks to prime
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$SGMO Taking the Super express Shinkansen 🚄
Today we are pleased to announce that the FDA has granted Fast Track Designation to ST-503, an investigational epigenetic regulator for the treatment of intractable pain due to small fiber neuropathy (SFN), a type of chronic neuropathic pain. News Release: https://t.co/zjm4QyDzKd
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$OVID Excellent hire - making the right personnel move for the next phase
$OVID appoints Dr. Petra Kaufmann ($VIGL) as CMO
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$CRDL Cardiol delivered P2 data in acute myocarditis, showing a stat sig reduction in left ventricular mass at 12w Secondary imaging markers did not reach significance, however, trends support biologic activity and it is quite plausible 12w was not sufficient to observe the full
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$ALT Transformation is fully underway, CEO stepping aside for an industry veteran with large pharma / m&a expertise
$ALT AASLD narrative quality + 48-week NIT strength + solid P3 plan will determine whether ALT re-rates into year-end and enters 2026 with partner momentum
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And $18 PT $ALT
$ALT Fairly good write-up. Matches w/ Stifel. Coming weeks: 48w data Maybe a partnership The recent rise, covering by smart shorts. Excellent stock for #daytrader #DayTrading too #StocksToWatch #StocksToTrade $VKTX $IOVA $SLS $GME $HIMS $DUOL https://t.co/IWrcZ2R8o2
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@GyroMac @HeikwanTrades $PFE too. Their bid would probably be ~$400
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$CELC Has run from $60 to $100 since this post Now at my base FV $4.5 B Bull case FV $5.5 B to $6 B Still upside but less asymmetrical Seen many folks flip short to long in the last month
$CELC Upgraded sr credit facility significantly increases financial runway Current liquidity covers ~2 years (through mid-2027) If $CELC triggers FDA approval milestone ($100M) in 2026 → liquidity extends by another ~6 months (into early 2028)
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$ALT Last chance at current valuation $VKTX crew is going to lose their minds when this leapfrogs
$ALT Jefferies. Below 5$ 😍 $XBI $IBRX $IOVA $SLS $SNDX $KURA $QURE $ABVX #StocksToWatch #StocksToBuy $VKTX $TERN $IFRX $IRWD $EQ $OCGN $MVST $BBAI
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$SGMO With ~12k Fabry patients in the US alone at $2.5 million per treatment - ST-920 can do over $1 B / year Not even remotely enough value being given to $SGMO for this now BLA accepted therapy
$SGMO Sangamo Therapeutics Announces FDA Acceptance of BLA Rolling Submission Request for ST-920 in Fabry Disease
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