ex-doc, L/S HF PM, not investment advice
Boston, MA
Joined June 2026
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So no investor day today after all from $BBIO. Something cooking, I suspect we may hear of them bringing Gondola Bio in house very soon.
$BBIO this is great and all, but is the Commercial Day previously planned for Oct 8th still on? @BridgeBioPharma
Very interesting - its been a week since $KOD released Daybreak Ph3 data, but they are yet to raise cash. This is in the context of a >200% stock move up and being down to 6M of cash.
Seems very bullish, particularly after Baker (already a >30% owner and on the board) bought on the open market last week. Wouldn't be surprised if $KOD gets taken out before YE.
$BBIO this is great and all, but is the Commercial Day previously planned for Oct 8th still on? @BridgeBioPharma
$BBIO BBP-418 Demonstrates Potential to Be Disease
Modifying Therapy, Restoring Cardiac and Disease
Markers to Una
2026-10-05
- In exploratory analyses at Month 12, among individuals with LGMD2I/R9 (FKRP-related) with elevated HS troponin I
at baseline, 100% treated with BBP-418 returned to the normal range by Month 12 versus 40% in the placebo arm
(p=0.0248); HS troponin I, a blood marker of heart muscle injury, declined more with BBP-418 than placebo (LS
mean di
- 54% of BBP-418-treated individuals had stable or improved LVEF at Month 12 versus 25% in the placebo arm
(p=0.0262)
- In data presented separately, BBP-418 treatment of LGMD2I/R9 in FORTIFY increased mean glycosylated αDG by
Month 3 to the levels of asymptomatic heterozygous FKRP carriers, who do not exhibit disease; this result was
sustained through Month 12
- Taken together, these
addressing the condition at its source
- BBP-418 is under FDA Priority Review with a PDUFA target action date of November 27, 2026
This is a key point. PDR progression and vitreous hemorrhage could simply be due to lack of VEGF from $MRK molecule - we see these AEs in higher rates from sham in past DME trials. $SRZN asset may bypass this issue given its aVEGF component.
Probably still +ve for $SRZN? We now know MoA works, AEs are either from wnt or from absence of VEGF and if it is the latter, 8141 is (in theory?) the correct approach?
$MRK's WNT with positive Ph3 data in DME. This is significant as its the first non-VEGF MONOTHERAPY to show success in retina, after steroids. Nice readthrough for $SRZN as its next up with a VEGF/WNT bispecific.
merck.com/news/mercks-remigr…
Very true
One of the harder aspects about equities investing (and biotech, in particular), in my opinion, isn't figuring out what truth is or where the stock will gravitate towards eventually, but rather all the potential irrational buying/selling pressure (and timing thereof) that will materialize while it gets there and how to manage the risk of such positions in the interim.
This piece does a great job highlighting the brokenness and hope in the Rasonque launch $RVMD statnews.com/2026/09/08/panc… via @statnews
Is it odd that $ASND hasn't announced date for earnings yet? 🤔 They usually PR a week in advance and we are well into earnings.
What will happen to $ABVX?
27%acquired by August 31
32%acquired in 4Q26
12%acquired in 2027 or later
29%will not get acquired
110 votes • Final results$MLYS is an interesting name.
$AZ is signaling $5-10B in peak sales for its ASI, so you would think $MLYS should be trading multiple fold higher given they have a second in class agent.
But for $MLYS to unlock the projected $AZ sales comp, $MLYS needs to pursue fixed dose combos, as $AZ currently is in Ph3s. It will require lots more $$$ and they are already behind. It doesn't help that the HTN launch will be slow and will also drain $MLYS of their current cash position.
So $MLYS is in desperate need of a large pharma partner - this doesn't give them much leverage at the negotiation table.
The flip side is that a large pharma can scoop up $MLYS for fairly cheap. By spending $4B, you have access to a $4B+ peak sales opportunity!
We think M&A is the likely scenario here, and the recent royalty repurchase is a step in that direction.
$DNTH down in the pre on $SNY Rili I/A reaching futility seems like Mr. Market overreacting.
Not surprised on $SNY failure - they pushed Rili in refractory pts while $DNTH's CAPTIVATE tests mostly SoC tx pts.
Recall, $DNTH already passed its I/A without need to pursue HD in Part B, so they have a much more bullish set up going into their YE readout.
