Stephen Ayers
@meremrtl
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Unaffiliated with Smashing Pumpkins | Seeking Alpha Analyst | Unfiltered, unbiased, and unparalleled biotech analysis at "Molecule → Market" 👇
Chicago, IL
Joined March 2010
$GOSS I just published my full seralutinib bear case. Core thesis: inhaled TKIs are mismatched to PAH remodeling biology, the Phase 2 “signal” is noisy (nominal subgroup + weak 6MWD), and the Phase 3 trial is a high-variance setup in a post-sotatercept market. High probability
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WHY DID THEY MAKE US READ THIS BOOK IN HIGHSCHOOL?!?? Like whats even the point of the book? Sometimes you gotta shoot a big retard in the back of the head
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Is Cedric building an AR headset now? Is this the application the AR world has been waiting for to finally take off? Watch your relative’s geographic atrophy disease slowly progress? $apls
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Imagine seeing this a decade ago.
BREAKING: Dr. Oz looked at President Trump’s records and said he has the highest testosterone he has seen for someone over 70, per RFK Jr.
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This is special.
This exchange between Liam Coen and a reporter 🥹 That reporter was none other than Lynn Jones of the Jacksonville Free News. she just changed the entire press culture .we all need a Lynn jones to prep talk me every single morning I wake 😊 #nfl #nflplayoffs #jaguars #duval
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Woah, $JAZZ Jazz Pharmaceuticals announced at JPM that they sold a Priority Review Voucher for $200M
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$MDGL interesting year ahead of it. Thoughts from its JPM call: 1. With Wegovy approved in MASH on Aug. 15, 2025, payer negotiation risk likely rises in 2026 (think step edits, second line access). The company claims the opposite (first-line access, no step edits), but we'll
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About that... $OCUL
$OCUL TKI + a decent depot may “scratch by” in keeping selected nAMD eyes dry and cut injections, if rescue really stays low. But SOL-1 is still a binary event. Any hint of inflammation, vasculitis, or device issues will be punished hard when Axpaxli has only been tested in a
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There are stuff in real life that cannot be transmitted in books and stuff in books you can never pick up in real life. The disease is the inclination to learn from books what you must learn in real life and attempts to reinvent from experience what can only be found in books.
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$RARE $MREO
$RARE $MREO LIFESCI today In the end, walk away with a greater appreciation for how difficult it can be to run and appropriately power an events-based study with a noisy, lifestyle-influenced endpoint like AFR. In our opinion, the supportive data exhibit clear evidence that
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$SLNO has a lot of "conspiracy theories" on VYKAT dynamics. I suspect things are simpler. 1. The "active patient" KPI is missing in Q4 preliminary earnings. In Q3, management explicitly flaunted "764 active patients" as a headline metric. This signals that Patient Start Form to
$SLNO thoughts on recent earnings and price action. Abysmally low doses implied by preliminary Q4 results. https://t.co/vpjSvF2g6x
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Yikes. Who would’ve known? $MREO $RARE
$MREO/ $RARE this data is really bad, and sad for patients. you could argue Orbit data is actively harming them. not sure what BMD improvements going to do for OI kids with more breaks. shut this program down and save patients the heartache
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Back in November, I highlighted the retail-driven hype that pumped $NUVB stock to unrealistic valuations given IBTROZI's limited TAM in ROS1+ NSCLC amid a crowded market and looming competition from $NUVL. https://t.co/3iWTEUv0Mc
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Who the hell was waging a war on protein???
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