Chris Carper
@mtheory11bio
Followers
5K
Following
788
Media
531
Statuses
4K
Mostly talk about biotech. Tweets are not meant to be recommendations
Joined June 2013
$ABVX making one of those “somebody knows something” moves this morning. We’ll know soon if that’s actually the case.
2
0
11
$VKTX The titration schedule for oral VK2735 at 60mg and over is going to be crucial for this readout as I believe efficacy will outperform expectations. $VKTX will initially react to the 120mg dose efficacy and tolerability headline, even if they go forward with lower doses.
Piper $VKTX - homerun slide on $VKTX upcoming data ?? Tolerability with Oral Incretins: Home-run Scenario is Rates.of Nausea of <45% and Vomiting <20% $LLY
3
3
36
Watching the Wimbledon final and has always wondered why players will play a point with an extra ball in their pocket. I mean the ball boys are right there to give you another one in case your 1st serve doesn’t get in. And they give them like 4 balls, how do they choose?.
3
0
2
$RARE / $MREO miss on IA2. Disappointed on this one is an understatement.
4
1
30
$RARE / $MREO For those speculating around the timing of ORBIT IA2, 1st half of July is still in the window of an expected announcement. Also, COSMIC will only be evaluated if ORBIT is successful so it’s not necessarily a negative if the PR is taking longer than anticipated.
1
0
34
$VYNE VYN202 is definitely active with a dose response. I guess we’ll find out what’s next after the VYN201 NSV readout.
1
2
17
If you’re a PS patient on zero steroids or significantly less steroids but feel better than before the trial you’d want to continue what you’re taking. I don’t see just lowering steroids but also on placebo getting you there. Also, enrollment generally starts slow then ramps.
3
0
4
Been thinking about this $ATYR EAP, my guess is that there would be very few placebo patients participating. 1st patient finished trial in Sept ‘23 and EAP announced in Feb ‘24 due to patient and PI demand also indicates there’s not a small percentage of patients in the program.
4
0
6
Some readouts in Q3 that I’m looking forward to:. $RARE / $MREO ORBIT IA2 OI.$QURE AMT-130 3-year Huntington’s.$VYNE VYN201 Vitiligo.$VKTX oral VK2735 obesity.$ATYR EFZO-FIT pulmonary sarc.$IOBT IOB-013/KN-D18 melanoma.$AZN AZD3427 Group 2 PH.$DRUG BMB-101 Abs epilepsy / DEE.
6
18
85
The offering before Monday morning data kinda takes all of the upside scenarios off the table. Weird stuff.
0
0
4
I must admit to being intrigued by the $INMB pre-announcement of data and call. Usually this means that a complete failure won’t happen but doesn’t say more than that. Are there scenarios here where a “positive” top line EMACC would be negative given their market cap?.
3
0
4
If @SecKennedy wants to Make American Biotech Accelerate, he would extend the patent protection for NCE to 10 years from the current 5. Many amazing drugs are just sitting in pipeline today because companies aren’t sure that they will make back their R&D spend in only 5 years.
The mission to Make America Healthy Again (MAHA) includes MABA — Make American Biotech Accelerate. President Trump showed in his first term what happens when you unlock American science — breakthroughs happen fast. Now, we’re going to do it again. We know the power of U.S.
2
0
9
There’s a good chance $QURE 3-year data looks similar to the 2-year, especially with management commentary of low dose patients not losing efficacy up to 4 years after treatment. Approval based on a positive Q3 readout is likely, assuming the FDA doesn’t throw any curveballs.
Update from $QURE today shows the FDA agreed that the primary efficacy analysis for the BLA will evaluate the 3-year change in cUHDRS in high-dose AMT-130 patients compared to a propensity score-adjusted external control arm. Q3 Huntington’s Disease data should be a big mover.
2
3
12
$VYNE enrollment completion January 6 means the 24 week trial ended a few days ago, which could explain the timing of the recent run-up. I think the current low market cap has little to do with this trials probability of success, and could see a significant re-rating soon.
4
6
23
I’ve avoided $NKTR but decided to go long AH. I think the pre-announcement of data likely takes worst case scenario off the table at least.
$NKTR live webcast top-line data from 16-week induction period in the ongoing global Phase 2b REZOLVE-AD clinical trial of investigational rezpegaldesleukin, a regulatory T-cell (Treg) proliferator, for moderate-to-severe atopic dermatitis , June 24, 2025 at 8:15am ET / 5:15am PT.
2
1
27
There are legitimate reasons to be skeptical of owning $VKTX, but so far I still haven’t seen a better clinical profile than VK2735 SQ or oral.
$AMGN patients with obesity taking the injectable drug, called MariTide, lost up to 16.2% of their weight in one year when taking into account all participants regardless of discontinuations. 16.2% ⬇️⬇️⬇️.Underwhelming data plus high rate of side effects and discontinuations in.
5
1
40
Why do I get the feeling Trump just watched Top Gun: Maverick a few days ago.
2
0
10
$RARE / $MREO ORBIT IA2 should readout in the next 4 weeks and I believe it will be positive. Both would likely be considerably higher if not for IA1 as some have discounted IA2 because of it, but separating AFR curves enough should take more than 7-9 months from the IA1 cutoff.
4
6
49