Joey
@suspendedJoey
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Fullständig tomteverkstad | L/S Biopharma | Views are my own personal opinion and should not be considered as investment advice
Joined December 2017
Me walking into a stock discord server
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feels like scapegoating from $alvo on that guide cut which you could really sense on the Q2 call around the (absent) FY25 guide Q&A. Also implies a high risk of CRLs on denosumab and aflibercept with near-term FDA decisions.
$ALVO FDA issues CRL for the BLA for AVT05 in a prefilled syringe and autoinjector presentations, a biosimilar candidate to Simponi. https://t.co/ok5mZo4Kie
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What was the bogey on Empaveli C3G/IC-MPGN PFS $apls ? 152 as of Sept 30th (~2 months), including ~50 EAP
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Enter super aggressive mode
$nvo board shake-up screams stress response, complete at odds with the culture that built them.
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amidst a EU sales trainwreck (somewhat flagged for), HNSA-5487 is getting an indication this quarter acc. to updated pipeline slide today. Pipeline-comeback sign of regained trust in the asset? $hnsa
Another obvious point from the interview is the apparent downplaying of HNSA-5487, for which the clinical development and positioning from the former mgmt just reeks of confusion. Severely mismanaged Co for many years
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Sett den här filmen förut. Köper en ”turn around”, saker ”turnar inte”, åker på en käftsmälls rappe -30% där man inser mgmt. mörkat utvecklingen, blir dock återigen ”för billigt om det turnar nu” så strutsar, sitter och blöder PnL 3år tills innehavet är obetydligt för korgen
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with 36m follow-up, benchmark against a natural history cohort ( $srpt knows the drill, basically can't fail lol), and file for AA.
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I wouldn't be surprised if ARP-1005 have an overall better distribution profile, but let's assume they are ~similar in relevant areas for the sake of argument. SRP-1005 subcutaneous injection obvious first choice vs $qure intrathecal. Enrollment should be rapid. Run a ph1/2
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How fast can $srpt recruit SRP-1005 (ARO-HTT / $arwr)? In minipigs, $qure achieved ~75% lower mHTT in injected areas, 30-50% in distal regions. $arwr in NHP brain, >75% in striatum, ~75% temporal/frontal. We don't know translation to humans wrt brain-distribution/knockdown
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Old childhood friend texted me out of nowhere asking, “Is Dicot a good stock?” and shared conversations with friends who wonder why a stock can be down after such a positive result and that you should buy the dip. This is on you, Elin T.
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Dicot Pharma $dicot with one of the most ridiculous attempts I’ve ever seen to spin a negative clinical result. Not only did it completely fail the primary, the idea that a effect suddenly emerges 2 months later is (i) biologically preposterous and (ii) commercially DOA anyway.
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oh, that's an noteworthy transaction from $alks against the backdrop of the debate over oxybates’ role following the entry of orexins into the market
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$nvo board shake-up screams stress response, complete at odds with the culture that built them.
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but what about the "encouraging" blinded data? 😕 $tvrd
Sorry but what the * is this? $tvrd (reverse merger via Cara), have showed blinded data from their ph2 in IPF with readout Q4. Where they (i) pool all treatment arms (ii) give them categorical values based on last observation with 1% threshold from BL (iii) regardless of time of
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perspective with actual human perception or what's going on here? Do you actually experience shaking when you run or do things in real life? No, you don’t, vestibulo-ocular reflex corrects that. Refunding bf6 :-(
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rant; Head bobbing or camera shaking is the most ridiculous “immersion” feature ever created in video games. Not only does it exclude people with sensitive vestibular systems, but the idea that it simulates a “natural” phenomenon is completely false. Do Devs confuse camera
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business, while pushing dev projects (above all intranasal epinephrine) longer.
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to 5 year high (+7% last month) Major inflection point for the business still TBD regarding the strategic positioning of the US business and dev projects. Where I'm inclined to believe the most likely scenario / long-term rational decision, would be a divestment of the entire US
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notable price-action in $orx.st, which hasn't seen this volume in years. Both price/volume spikes news triggered (i) pre-clin powder-based intranasal semaglutide formulation (ii) BARDA funding for novel intranasal rescue med. In conjunction, foreign ownership spiking
$orx.st CEO clearly hinting at selling their OUD US business, which currently runs at ~60m/y topline, flat growth. Ev ~75m. Left would be powder delivery platform which include a $spry compeditor that just started their allergic rhinitis study with est. completion YE.
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i.e. without know the reason for the pause, there is no reason to expect any major deficiency
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