Nikhil Karani
@nikhilkarani1
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Eternal Optimist | Pharmaceutical Industry | Healthcare | Tweets are personal opinions | Tweet likes may be for bookmark | Apolitical
Mumbai
Joined July 2009
the wildest part of the paper is that since 2010, because of LED lights and smartphones, menstrual cycles have gone out of sync with the moon this really explains a lot tbh
Menstrual cycles are synchronized with the Moon’s phases. The effect is most evident when the Moon’s gravity is strongest.
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From the $PFE presentation, it looks like the Magnetismm-5 trial, of Elrexfio in double-class exposed MM, & the Talapro-3 trial of Talzenna + Xtandi in 1L CSPC, have been delayed. Also, the PD-L1 ADC is no longer going into phase 3 in head & neck?
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GLP-1 drugs have intrinsic potent anti-inflammatory action beyond their metabolic beneficial impact on glucose regulation and weight loss @DanielJDrucker @jclinicalinvest
https://t.co/keRONTg3Pa
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-45% $QURE 👀 FDA tells uniQure the external-control strategy is not sufficient as primary evidence for a BLA. That invalidates the “Q1’26 BLA, 2026 launch” trajectory from Sept 24. Near-term US filing is off the table pending new alignment. https://t.co/KgkGC67VD0
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The uncertainty in biotech is supposed to come from clinical data risk -- NOT regulatory whiplash at the FDA. This will scare away much of the generalist capital that was finally looking at biotech again ( $QURE top holders include non-biotech specialists like Jefferies,
Is there any precedent for the FDA reversing BLA regulatory guidance/commitments that they agreed to literally just four months ago? This FDA reversal feels like the type of thing that would make it impossible to plan or invest in biopharma. Uniqure $QURE FDA Alignment in June
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The greatest innovation of our time is not AI — it’s GLP-1. For the first time in history, obesity is declining. And as obesity declines, so too will diabetes, hypertension, heart disease, and the many cancers linked to excess weight. Making Ozempic for All a reality in
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Novo Nordisk wants Metsera Wegovy maker proposes a $6.5B upfront deal for the obesity biotech a month after Pfizer's $4.9B upfront bid Pfizer wanted Metsera's long-acting injectables + oral treatment candidates to speed drive its weight loss pipeline https://t.co/M0BNQ1z2le
endpoints.news
Novo Nordisk offers $6.5B upfront to acquire Metsera, outbidding Pfizer's $4.9B proposal in battle for obesity drug market position
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A landmark study published in Scientific Reports in 2024 found that people who used Bluetooth headsets for longer daily durations were more likely to have thyroid nodules compared to those who used them infrequently or not at all. This association remained even after adjusting
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Another project gone: $INCY's BET inhibitor INCB57643
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Big trouble in gene editing land..... $NTLA -45% $CRSP -10% $BEAM -10% $EDIT -8% $PRME -6%
$NTLA –50% | The CRISPR Reality Check Intellia just met biology’s margin call. Late Friday, both Ph3 MAGNITUDE (ATTR-CM) and MAGNITUDE-2 (ATTR-PN) were paused after a Grade 4 ALT/AST spike with elevated bilirubin. This isn’t an early-phase scare with >650 patients enrolled,
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Reliance Retail is finally going all-in on quick commerce. - 600 dark stores added in the last two quarters to complement the 3,000 retail stores it was already delivering from. - Jiomart has pivoted from next-day to 30-minute delivery “We were a bit late… but we’ve
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Someone plsss also add two coaches @MumbaiMetro01 and do the inauguration again. This line is becoming unbearably crowded at any time of the day. Much needed
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🚨Indian diet contains 62% carbs, linked to rising diabetes, obesity rates: ICMR ▶️A major survey by the ICMR reveals most Indians consume high-carbohydrate, low-protein diets, increasing their risk for diabetes and obesity. ▶️The study, published in Nature Medicine, showed
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Researchers @TheLancet identified 12 lifestyle choices that impact your dementia risk. Here what to do to reduce your risk: 👇 1. Protect your ears Mild hearing loss doubles risk of dementia
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$LLY at Wells Fargo talking about Legal Strategy with Compounders and will be RELENTLESS
Reuters asking… “Why hasn’t $NVO sued $HIMS?” They give some reasons but... Their REAL preferences in order 1. Want FDA to shut down “compounders” ☑ one clean strike ☑ fast ☑ no litigation cost -CMPI paper and 81 lawmaker letter 2. Want FDA to shut down uninspected by
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HUGE news for $NKTR this morning - $SNY Amlitelimab P3 AtD data are a borderline flop. This was the competitor drug that $NKTR bears were worried about. $SNY is down $12B in the premarket on the data, while $NKTR sits with a tiny ~$500M valuation and what *might* now be the
🚨PITCH UPDATE🚨$NKTR (link to master document below) The atopic dermatitis readout I pitched was a success, and the stock is up >150%! With that said, at a measly $100M enterprise value, I feel strongly that the market has not yet priced $NKTR appropriately in light of the AtD
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🚨PITCH UPDATE🚨$NKTR (link to master document below) The atopic dermatitis readout I pitched was a success, and the stock is up >150%! With that said, at a measly $100M enterprise value, I feel strongly that the market has not yet priced $NKTR appropriately in light of the AtD
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India now spends ₹2 trillion/year (0.6% of GDP) on cash transfers to 130M+ women—yet we know little about their effects. In a new paper ( https://t.co/vbLgba0Wm0), we present findings from the first large-scale RCT of maternal cash transfers in India. Key results in🧵(1/10)
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