Phoenix Biotech @BiotechAnalysst
Joined February 2018-
Tweets10K
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Following187
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$PFE pipeline update May 1st $SGMO Phase 3 Gene Therapy readout NEXT
#BITCOIN EXTENDS LOSSES, FALLS AS MUCH AS 5.6% TO LOW OF $56,533
Meanwhile, interesting to see nelistotug (GSK6097608) progress to ph2. Only anti-CD96 project in the clinic, according to @JacobPlieth and OncologyPipeline, aside from a $BMY/$AGEN bispecific that also hits TIGIT (both work on same pathway) oncologypipeline.com/apexonco/brist… $GSK
$PFE reports tomorrow, good chance they take out $SGMO finaly to just spare the $220M milestone for Hemo A GT now after HemoB GT was approved $PFE gets a Phase3 ready Fabry GT (late stage would still fit) also sickle cell GT would be complimentary, as well as multiple platforms
$SGMO 1.2 Billion from $NVS for an inferior capsid 😝?!: ir.voyagertherapeutics.com/news-releases/…
$SGMO 40700 call contracts .50 May24 OI now +5500 June24 OI also 2900 $1 May calls , representing 4.9M shares
perfect storm brewing for $SGMO Hemophilia A: $BMRN to divest Roctavian , while $PFE entering the commercial Hemophilia Gene Therapy arena. Hemo A phase3 data readout imminent. $SGMO 89M marketcap with $220M milestones pending from $PFE
perfect storm brewing for $SGMO Hemophilia A: $BMRN to divest Roctavian , while $PFE entering the commercial Hemophilia Gene Therapy arena. Hemo A phase3 data readout imminent. $SGMO 89M marketcap with $220M milestones pending from $PFE
Dallas Fed Survey: "We are a construction machinery and material handling dealership. Our business in the first quarter of 2024 was down 2%, and the industry was down 12.3%. Our manufacturing clients seem almost on the verge of panic, and there is stuff in inventory."
Dallas Fed Service Sector Survey: "The impact of the higher rate environment seems to be catching up, with general purchase intent among customers flattening out. At the same time, budget cuts and political uncertainty have impacted our public sector business as well"
$AGEN short restriction on and climbing back up ... shorts pray for no news on May 1st from $BMY $GILD or ...
@TheFortuneTell5 $BMY partnered , $GILD option program $GSK using QS21
Is $AZN interested in $AGEN?...🤔
$AGEN "The King and Queen will meet medical specialists and patients during the visit in a bid to further raise awareness of the importance of early diagnosis and #highlight #innovative #research taking place at the hospital." independent.co.uk/news/uk/home-n…
King Charles hopes the trip can #highlight some off the #innovative #research, supported by Cancer Research UK, which is taking place at the hospital The hospital was #not chosen because it has a link with the Kings treatment or form of cancer... $AGEN dailymail.co.uk/news/article-1…
@MitchellReed09 some are creating hot air by PR $FDMT others create a cure fast tracked by the FDA $SGMO ... I choose the latter: investor.sangamo.com/news-releases/…
$PFE Pfizer sees #blockbuster potential in its hemophilia franchise • We look toward readouts from #HemA geneTx (#giroctocogene #fitelparvovec) mid-year
$SGMO another Diamond in the rough: …”and new, potentially transformative Modular Integrases (MInts), that together reflect our continued commitment to developing potential neurology genomic medicines for patients in need," said Amy Pooler, Head of Research at Sangamo.
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Jacob Plieth @JacobPlieth
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3K Followers 374 Following Atlanta area investor & consultant: biotech, cryptos, title/mortgage securities. Advocate of alternatives to animal testing. Not giving investment advice.$SGMO 40700 call contracts .50 May24 OI now +5500 June24 OI also 2900 $1 May calls , representing 4.9M shares
$PFE reports tomorrow, good chance they take out $SGMO finaly to just spare the $220M milestone for Hemo A GT now after HemoB GT was approved $PFE gets a Phase3 ready Fabry GT (late stage would still fit) also sickle cell GT would be complimentary, as well as multiple platforms
@BiotechAnalysst We can hope...That would be sweet.
$SGMO next
We are pleased to announce that the @US_FDA has now approved our gene therapy for the treatment of hemophilia B! #PfizerMedical Affairs For more information, click these links on.pfizer.com/3Qk3lK9, on.pfizer.com/44fCXqO, and on.pfizer.com/3JEtDTT
$AGEN combination of the neoadjuvant immunotherapy drugs #botensilimab (BOT) + balstilimab (BAL) demonstrated an #exceptional #efficacy unusual “inside-out”pattern of tumor regression characterized by the clearing of cancer cells from deeper tissue layers mdpi.com/2073-4425/15/5…
@PN63195566 @isliquidbiopsy Always! 🪺 Also a major announcement 📣 coming soon. Can’t say anything right now. 🤐 #CRCSM #ctDNA #NESTTrial
As for a crazy prediction..... Haven't seen anyone say it yet but I'm gonna speculate the King of England has CRC and is getting BOT/BAL this could be a really good piece of news for $agen
$AGEN combination of the neoadjuvant immunotherapy drugs #botensilimab (BOT) + balstilimab (BAL) demonstrated an #exceptional #efficacy King charles crc 😮?
looks like $BMRN roctavian is dead , with the lowered ABR data , the liver monitorin , the alcohol prohibition , the steroids ... and the $SGMO $PFE competition every patient is waiting for with imminent readout in the next few weeks
highly unrealistic $BMRN would be able to even achieve the lower bound of the guidance range ($50M) Lifestyle commitments (setting aside time to attend follow-up appointments for monitoring of F8 + liver enzymes, abstaining/limiting #alcohol use, preventingpregnancy
$SGMO Epigenetic control of multiple genes with a single lentiviral vector encoding transcriptional repressors fused to compact zinc finger arrays cell.com/molecular-ther…
One Big Step Away From #BLA Submission for Sangamo’s Fabry Gene Therapy cgtlive.com/view/one-big-s…
$AGEN Botensilimab #UK
@RNAiAnalyst @JohnIII39374266 - #hemA is exclusively in the hands of $PFE (yesterday's approval of Fidanacogene Elaparvovec for #HemB demonstrates Pfizer commitment to #genetherapy and #Hemophilia)! $SGMO is in negotiations to sell/partner #Fabry - but for a fair price not as a free giveaway ...
Response assessment crudely telling regression%🔢 is missing the bigger picture for patients receiving immunotherapy. 💡Time to revise assessment methods to reflect the pattern👇🏾. Different implications for the same response on chemo☢️🆚 immunotherapy. 📌nature.com/articles/s4138…
@PN63195566 @isliquidbiopsy Always! 🪺 Also a major announcement 📣 coming soon. Can’t say anything right now. 🤐 #CRCSM #ctDNA #NESTTrial
perfect storm brewing for $SGMO Hemophilia A: $BMRN to divest Roctavian , while $PFE entering the commercial Hemophilia Gene Therapy arena. Hemo A phase3 data readout imminent. $SGMO 89M marketcap with $220M milestones pending from $PFE
U.S. FDA Approves $PFE BEQVEZ™ (fidanacogene elaparvovec-dzkt), a One-Time Gene Therapy for Adults with Hemophilia B investors.pfizer.com/Investors/News… $QURE $CSL
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