@STL_Biotech
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PharmD, EM/CritCare, RCT purist, Biotech analysis & investing
St Louis, MO
Joined November 2017
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Prescient
$QURE finally, why is no one talking about the fact that going from n=17 to n=12 pts at the 3 year timepoint carries a substantial risk of sample bias?
High dropout % = attrition-driven bias
STL Biotech retweeted
$QURE finally, why is no one talking about the fact that going from n=17 to n=12 pts at the 3 year timepoint carries a substantial risk of sample bias?
High dropout % = attrition-driven bias
$QURE devastating eternal hype cycle for patients but we have to let it go, c'mon people.
Does anyone know if $LTGO's lead drug LTG-001 (onzotrigine) is a state independent inhibitor?
Looks like their tool molucule -033 was but havent seen the lead described as such. Would potentially differentiate vs journavx $VRTX
pubmed.ncbi.nlm.nih.gov/3819…
STL Biotech retweeted
1/ FDA posted the briefing docs for Wednesday's Galleri panel. I've sat on a few of these. The docs are asking a different question than the one everybody is arguing about. fda.gov/advisory-committees/…
$VKTX biggest lesson here IMHO is a reminder that when the market is willing to pay you NOW for an outcome that *may or may not* happen in 3-4 years - atleast take a little off.
Viking raised 600m at $85/sh in '24
Was fortunate to sell most of stake between 55 - 79.91
STL Biotech retweeted
$EWTX
Edgewise Therapeutics Unveils the Differentiated Mechanism of Action (MoA) of its Cardiac Sarcomere Modulator EDG-7500
biopharmcatalyst.com/company…
STL Biotech retweeted
$IDYA Nov 16 Initial China data at ESMO will show monotherapy responsesMTAP, CDKN2A and RAS are Focus of November 16th R&D Day:Mgmt laid out four buckets: IDE892 (PRMT5i) mono; wholly-owned IDE892 + IDE397 (MAT2Ai) in MTAPdel NSCLC; PRMT5 + RAS including a potential PRMT5 + MAT2A + RAS triplet; and the CDKN2A program targeting the clinic in 1H 2027Mgmt most excited about CDKN2A + pan-RAS potentially addressing PDAC without patient selection and “hopes” to nominate candidate ahead of R&D DayOn Roche collabs for PRMT5+RAS, IDYA sponsors the pan-RAS combo (hopes to dose by YE) while Genentech initiated the second
$IDYA MGT believes daro has blockbuster potential in HLA-, which has double the TAM of Kimmtrak’s ~$450M run-rate in HLA+ (1/3 of mUM
I kid you not I went literally slackjawed when I read the MoA
$ETRA Electra Therapeutics prices $350M upsized IPO at $15/share
electra-therapeutics.com/pip…
Disclaimer dozens of factors at play, and this is an AI summary.
But interesting that ORR is the single weakest predictor of ph1->ph3 success in CRC
(Across 16 recent case)
$CTMX
There's a lot to learn beyond the impressive B7-H3 ADC showing in 2L SCLC #WCLC26.
Here's a dozen reasons why you should look more carefully beyond the OS data at the datasets for Ris-Rez and Tam-Peli:
tinyurl.com/2kc7pw3s
$LTGO Pretty confident it's just higher dosing and less protein binding.
Deeper penetration = marketing
Anyone looked into $LTGO's "high degree of penetration into peripheral nerve tissue" claims.
Foot-note doing some heavy lifting here.
Onzotrigine is much less potent than suzetrigine, Does the entire claim boil down to lower albumin binding and higher dosing...?
