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For those who've asked in the DMs - Yes, 99% posted is bought (feel free to ask for pgs./opinions about spec. seforim & will try to accommodate). Strictly personal recommendations, hopes to show richness and depths of Torah & to bring to the fore lesser-known authors/titles.
$KPTI MF timeline. P1 update at ASH Dec. 2022, then April 2023 at AACR, initiates P3 June 2023, receive FT July 2023 (received OD in Oct. 2022), Nov. 2023 CEO @ Jefferies "Very open to the possibilities to make sure that we maximize the potential of Selinexor + Rux $INCY".
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$KPTI Nuff said.
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xitter.cf/daphnezohar/status/211…
$MKKGY paid $1.3B for $SLN P2 PV with zero revenue - advised by Centerview who's also running $KPTI auction. Ipsen paid $500m for Kartos with worse MF data. $KPTI has $130M MM rev, MF sNDA filed, eltanexor in ET/PV & EC.
businesswire.com/news/home/2…
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xitter.cf/kinatsofrim/status/208…
Replying to @kinatsofrim @harrisoncn1 @sk_tantravahi @DrNeilLove @FudanUniversity @KartosThera @pec_panco_Alex @rosslevinemd @bradloncar @BiotechTV @megkesh @bose_prithviraj @ecancer @UniLeipzig @peter_mpn @RaajitRampal @HealthTree @AJMC_Journal @IcahnMountSinai @PRIME_cme @gotoPER @OncLearnNetwork @OncBrothers @EuniceWangMD @AmiBPatelMD @UofUInternalMed @UofUHematology @BloodCancerJnl @BrJHaem @Blood_Cancers @Aptitude_Health @PeterKolchinsky
$KPTI recap of all myelofibrosis acquisitions...
xitter.cf/kinatsofrim/status/206…
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$KPTI deal on Monday - $2-4 upfront + CVRs?
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xitter.cf/kinatsofrim/status/209…
Replying to @kinatsofrim @IcahnMountSinai @harrisoncn1 @RaajitRampal @bose_prithviraj @DrNeilLove @AshKishtagari @OncBrothers @pankitvachhani @sk_tantravahi @Daver_Leukemia @doctorpemm @Blood_Cancers @chadinabhan @KuykendallMd @NicoGagelmann @PharmaEssentia @CellCentric
$KPTI Centerview is running a sale process. Likely multiple parties. With a hard Oct 15 deadline forces best and final offers. Lenders likely want significant movement if another extention needed.
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xitter.cf/kinatsofrim/status/208…
$KPTI Forbearance extended to October 22.
sec.gov/ix?doc=/Archives/edg…
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xitter.cf/kinatsofrim/status/209…
Replying to @kinatsofrim @IcahnMountSinai @harrisoncn1 @RaajitRampal @bose_prithviraj @DrNeilLove @AshKishtagari @OncBrothers @pankitvachhani @sk_tantravahi @Daver_Leukemia @doctorpemm @Blood_Cancers @chadinabhan @KuykendallMd @NicoGagelmann @PharmaEssentia @CellCentric
$KPTI Centerview is running a sale process. Likely multiple parties. With a hard Oct 15 deadline forces best and final offers. Lenders likely want significant movement if another extention needed.
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xitter.cf/kinatsofrim/status/208…
@KinatSofrim retweeted
One of Judaism's greatest transformative leaders & halachic authorities. The Moses of our time; bearer of the Torah, leader of the masses & father to all. (Some overlap; couldn't fit into one picture.)
$KPTI Forbearance expires Oct 15.
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$KPTI @bose_prithviraj reviews SENTRY at SOHO 2026
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$KPTI @bose_prithviraj at IMS Glasgow last week: SENTRY OS benefit HR 0.43 p=0.022 is "robust" and "statistically significant." Trial kept blinded to understand survival further. 48-week data coming at ASH December. h/t @VJHemOnc
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Rav Shmuel Yaakov Borenstein ztl: The Vilna Gaon was born on Pesach & niftar on Sukkos, like the Amud He'anan, seen only by the Nevi'im from Pesach and by all Yisrael from Sukkos. So too his Torah was known only to his talmidim until his petirah, then spread to all.
The framework Dr. Rampal is calling for - $KPTI's SENTRY already has it. Currently the only P3 dataset with prospective VAF reduction data correlated with SVR35 and OS.
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xitter.cf/RaajitRampal/status/21…
Why do some pts with MPNs stay stable for decades while others progress? @MPN_RF launched the MPN Progression Research Network in 2020 to address this pressing issue. We now present a blueprint for dealing with progression from these efforts. (nature.com/articles/s41375-0…).A thread🧵
$KPTI Acorn dropped below 5% then bought back to 5.7% at the lows post-forbearance.
sec.gov/Archives/edgar/data/…
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xitter.cf/kinatsofrim/status/205…
Replying to @kinatsofrim @harrisoncn1 @peter_mpn @KartosThera @buysidebio @Biopharmaddict @bose_prithviraj @Blood_Cancers @RaajitRampal @ByMadeleineA @LongwoodLeaders @mpnadvocacy @HealthTree @mpdrc @IcahnMountSinai @pankitvachhani @OncLive @MPN_BMTDOC @sk_tantravahi @AshKishtagari @Yi_Chai18 @CNBCFastMoney @MelissaLeeCNBC @UofUHematology @PeterKolchinsky @MPN_RF @AaronGerds @SGO_org @AACR @MDmasarova
$KPTI Acorn Bioventures filed 6.70% ownership
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