What is the endgame for ANGPTL3? $LLY in their website update just added VERVE-201 alongside the PCSK9 editor VERVE-102 in their list of phase 1 programs. With ANGPTL3 the siRNA results ($LLY, $ARWR) have been quite different from the ASO data (Ionis). It'll be intriguing to

RT @untillabs: Cradle is now Until, more soon.

another big recent CSPC deal was with AstraZeneca for a pre-clinical candidate small molecule, YS2302018, an oral Lp(a) inhibitor ($100M upfront). AZ has its eye on combo trials with AZD0780, the oral small molecule PCSK9 inhibitor.

insane premium for oral small molecules for this class, the Hansoh-Regeneron deal was $80M upfront for a phase 3 ready GLP-1/GIP dual agonist (injectable).

upfront payment of $120 million for a PCC 🤯.

The ultimate oral combo for MASH!? Madrigal in-licenses a preclinical oral small molecule GLP-1 receptor agonist from China's CSPC (it's an orforglipron derivative), likely to pair with resmetirom.

RT @SoleilWizm79619: Pharma talks a big game about “healthy aging.” Few are actually building toward it. We ran the numbers so you don't ha….

Huge news as FDA agrees to hip BMD as a primary endpoint for a pivotal trial in postmenopausal osteoporosis. Unclear if this is specific to PTH mechanism (which has years of real-world data from teriparatide); either way, it portends well for the FDA's review of SABRE for BMD.

RT @GongDennis: Part 1 ( includes heuristics for indication selection across 60 indications within I&I. Part 2 (rel….

RT @m_sendhil: Really excited about this paper. Part of our continued efforts to make sense of what ML models are and aren’t doing.

RT @LifeSciVC: Some military leadership perspectives applied to biotech, from the always thoughtful Jason Campagna. @jcampagna98: "Leaders….

RT @ElyHahami: The Internet Contraceptive. In 2 hours, I built what people are calling protection against the algorithm™. A chrome extensio….

RT @AlexJColville: Scoop: did @Calico, Google's aging moonshot with over $4B invested from its parent co and @AbbVie, just quietly regain t….

Safety data indicate the Activin A mAb is driving a lot of the TEAEs and discontinuation.

Numbers to watch are % preservation of lean mass and % change in total body weight, but unlikely that lean mass preservation alone is sufficient for a muscle-related label based on the FDA's obesity guidance in January. Will be interesting to compare this to Lilly's bimagrumab

Second interim results from the COURAGE trial. A few quotes: "35% of semaglutide-induced weight loss was due to loss of lean mass". "the triplet combination of semaglutide with [MSTN mAb and Activin A mAb] had a substantially higher rate of discontinuations due to tolerability.

Big news in the muscle and metabolic health world today from @Regeneron - a one-two punch. First they get a Ph3 ready GLP-1/GIP agonist for $80M upfront from Hansoh. On top of this being a potential (late) tirzepatide competitor the main unlock here is it opens up a wide range of.

RT @katclone: Hosting events these past ~5 years in Cambridge has unlocked so many incredible opportunities . If you’re around this summer….