B.S/PhD in Biology Former analyst at biotech-specialist HF Citizen of Graham and Doddsville VIC member Not investment advice, my opinions only
Joined April 2024
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$QURE
Occam’s razor said it probably didn’t work. I usually trust Occam’s razor.
I have not seen a single fat person in America since the launch of zepbound. Market is saturated
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Ayers vs. Sheep live $VKTX debate
@MartinShkreli moderating
I would pay $200 to watch
I don’t know if I’m connecting dots that don’t exist but in small cap biotech (~$200 million) a large stock move in either direction, if around when you’d expect data, usually predicts the quality of the result.
$PESI
Censoring your political opponents when you stand to gain from it financially is pretty cool, I see the appeal
HAB doesn't make decisions on grouting acceleration at Hanford, but at least nobody is exposed to their opposition to it any more thanks to this DOE strong-arm
We know that vHOT is a noisy endpoint with low correlation to splicing correction and $DYN is already moving away from it. I am wondering if $NVS, when they say “evidence of activity on secondary and exploratory endpoints” is sitting on that data so as to not hand their informational advantage, re: endpoint selection, over to $DYN and $PEPG for free.
Their massive headstart over competition is already jeopardized enough. I don’t see this as a thesis killer for splicing correction in DM1, but we’ll see.
The upside that yesterdays fail added to $PEPG is enormous, if it ends up working
If there’s one person in the entire US that deserves to contract measles it’s @SenBillCassidy
Pretty soon we get to see round 2 of @BillCassidy vote to confirm a vaccine-denier and then whine incessantly when they continue to deny the safety/efficacy of vaccines
While I respect Dr. Overton’s experience as a physician, I have strong concerns about her nomination to be FDA Commissioner. Her lack of managerial experience does not prepare her well for leading a large organization that is already dealing with staffing and morale issues. Additionally, Dr. Overton’s active role in last week’s nonsensical vaccine executive order calls into question her commitment to standing up for sound science and protecting children’s health. That alone is almost disqualifying.
We don’t really need this when we have Chinese biotech slave labor speeding up the drug discovery process. Also, drug discovery is not the bottleneck for creating therapies. My $0.02
Many drugs work by binding to a specific target in the body and blocking or changing what it does. An important first step in the drug development process is designing a molecule that can bind tightly to its target. Traditionally, that's meant weeks or months of expert work per target, sifting through a large number of candidates to identify the few that work.
We wanted to test if Claude could successfully design novel protein binders from scratch (also called de novo design). With a protein design prompt written by a human expert, Claude autonomously designed protein binders against 14 out of 15 targets.
We then worked with Adaptyv Bio and Twist Bioscience, who independently built and tested the proteins Claude designed.
Bravo to $AMLX not only for voluntarily pulling their ALS drug from the market after it failed its confirmatory trial, but for finding/buying avexitide for a measly $35M
Chapter 8 of intelligent investor
"If you liked $ABVX at $130+ after the June 30th data you'll love it at $119."
I don't. Not at all. It actually makes me really sad.
Even when I worked at a fund I was so conditioned to putting random letters in these fields that I kept doing it
There is also a German case study where the pt had f508del plus a known suppressor mutation that rescues NBD1. Still had normal CF pathology
Didn’t short $SION but luckily didn’t buy
When you find in vitro synergy from four-drug combo which are all >99% bound and little mono efficacy, run for your life. $SION
Not dunking on anyone but this was why I didn’t buy the $TENX improved pk thesis and passed
