DickMedChem @DickMedChem
Part-time $XBI trader/investor. My opinions are my own. Not investment recommendations. RTs =/= endorsements. May buy or sell without disclosures. Joined April 2018-
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⚽️ Nice work from Real Madrid #UEFAChampionsLeague
⚽️ Nice work from Real Madrid #UEFAChampionsLeague
Can mid-size molecules, particularly cyclic peptides, address challenges where antibodies and small molecules fall short? These molecules, which combine antibodies' targeting precision with small molecules' cell penetration, effectively engage intracellular "undruggable" targets.…
Football ⚽️ (and no soccer) #UEFAChampionsLeague Real Madrid vs Bayern München tomorrow morning (in Asia times) Sorry for German friends here on Biotwitter but Real is my favourite. There's no better football coach on this planet than Carlo Ancellotti.
Wondering how good is their (Peptidream) discovery platform to lure $ROG, $MRK, $NVS, $LLY etc... At the same time they have also capabilities in RLT, so it's no brainer $NVS likes them.
Wondering how good is their (Peptidream) discovery platform to lure $ROG, $MRK, $NVS, $LLY etc... At the same time they have also capabilities in RLT, so it's no brainer $NVS likes them.
💯 A way for Asian companies to have a foothold in the US and in the EU.
💯 A way for Asian companies to have a foothold in the US and in the EU.
$XBI M&A Ono -> $DCPH USD2.4bn
Interesting development in the infliximab space with the inclusion of Zymfentra (SC infliximab by Celltrion) in the Express Scripts preferred national formulary. How much will that boost the sales of Zymfentra in the US? koreabiomed.com/news/articleVi…
Time to go back to big boys' markets! (CV, Diabetes and big metabolic diseases)
Time to go back to big boys' markets! (CV, Diabetes and big metabolic diseases)
Is this a piece of comedy? $VINC
Why does the FDA hate JAK inhibitors?
Hi folks, after a crushing outcome in '23, I am looking for an opportunity to contribute and help build. I am incredibly grateful for this community on this platform. It has been nothing short of life changing to my intellectual and professional trajectory being able to observe…
RLTs are fascinating
RLTs are fascinating
Belvarafenib discontinued. Man oncology is hard... I remember the days when belvarafenib was considered very promising by Genentech... At least I thought Koreans finally invented sth that's not going to flop in trials... 😮💨
Belvarafenib discontinued. Man oncology is hard... I remember the days when belvarafenib was considered very promising by Genentech... At least I thought Koreans finally invented sth that's not going to flop in trials... 😮💨
Not a biggy IMO. RLTs may become as prominent as ADCs in the near future.
Not a biggy IMO. RLTs may become as prominent as ADCs in the near future.
One piece of evidence that small molecules are not an "old technology" about to be superseded by "newer" things like CGTs, as proudly stated by some...
One piece of evidence that small molecules are not an "old technology" about to be superseded by "newer" things like CGTs, as proudly stated by some...
Biotech2k @Biotech2k1
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LE'sophagí Drownja'D.. @qweengnessa
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98 Followers 229 Following Aspiring Steward... I never give financial advice… Only my musings…
Biotech2k @Biotech2k1
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Bertrand Delsuc @BertrandBio
16K Followers 253 Following Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & a bit of Bio :)
Adam Feuerstein ✡�.. @adamfeuerstein
114K Followers 750 Following Reporter @statnews. The Harry Kane of biotech. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously.
BioEternalDamnation P.. @pawcio2009
13K Followers 699 Following Biosquidgames organizer. I jinx for living. 🇵🇱🇨🇦⚽️📈🎣🚴♂
Dirk Haussecker @RNAiAnalyst
18K Followers 508 Following There are no alternative truths. Please do not allow evil to spread and destroy our freedom of life. Not investment advice
Jacob Plieth @JacobPlieth
26K Followers 285 Following Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
Persimmon Tree Invest.. @PersimmonTI
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4K Followers 359 Following Tweets are only opinion, speculation, and/or satire. Not investment advice or endorsement.
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8K Followers 651 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
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Vivi 👑 The Bio Que.. @Biotech_SD
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Can mid-size molecules, particularly cyclic peptides, address challenges where antibodies and small molecules fall short? These molecules, which combine antibodies' targeting precision with small molecules' cell penetration, effectively engage intracellular "undruggable" targets.…
$DCPH (L) From our Weekly Recap (been highlighting since Jan as 1 of 5 names to start with) Hindsight is 20/20 (I could've just as easily gotten this one wrong if regulatory setbacks, TGCT launch slow out of gate or failed to ramp, etc) Bears/skeptics (rightfully) cite…
Interesting mkt tape we are in - .. the global macros are just too difficult for a causal follower like me to follow - .. the jinx of the "year of 8" continues - lucky w/ the overall very conservative positioning, even w/ the blow up in $AMLX - am >1000 bp better than the XBI -…
$CLRB don’t think these prices levels will hang around much longer IMO. Volume ticking up and heading north. CEO has referenced the “May data update” so any day now. I’m looking forward to seeing updated CR/MRR percentages personally. Good luck to everyone, manage your risk!
$ERAS coming back! SL now 1.84!
Have also small position in $dcph ... so mixed start of the week $adxn $dcph
Let's get this party started.
If you are an investor in $XBI, you will not have to worry about being taxed on unrealized capital gains.
A variety of antibody-based approaches are challenging #CLDN18.2-targeting drugs. This is common to cell surface targets, not just CLDN18.2. The question of which approach is best is a modality-centric mindset based on specific technologies. It is a step back from understanding…
We need a buyout somewhere in biotech soon cuz this $XBI is boring m8!
@DickMedChem Tofacitinib is my favorite jak inhibitor. Once I had a patient with immune checkpoint inhibitor colitis who did not respond to steroids or infliximab… gave him tofacitinib and his symptoms resolved overnight
@DickMedChem Their data isn’t mature enough to raise money but they are out of cash 🤷🏼♀️
$VINC is what happens when you shop a wall-crossed PIPE with bad data, and get turned down by funds.
Hi folks, after a crushing outcome in '23, I am looking for an opportunity to contribute and help build. I am incredibly grateful for this community on this platform. It has been nothing short of life changing to my intellectual and professional trajectory being able to observe…
$xbi If you are new to biotech investing, here are some red flags to look for in a company PR: 👉 encouraging data 👉 positive data 👉 generally well tolerated 👉 we got pdufa approval
$BMY talking about its "growth profile" is like Cathie Wood's motto of "deep value". I guess Chris Boerner will need more than this to restore confidence, starting by showing better launch perfs. Pressure on karXT launch.
@DickMedChem @reversion_m @jayabacus @plainyogurt21 @BiotechElmo Agreed there is more to unpack but I’m guessing it’s not public at this time. Also, turnover wasn’t the right word choice there, an *Availability of the lipid rafts on cancer cells have an approx. 7-13 window for them to target per CEO
@DickMedChem @reversion_m @jayabacus @plainyogurt21 @BiotechElmo I forget the exact specifics that they mentioned about the timing window but remember thinking it was very interesting at the time.
@DickMedChem @reversion_m @jayabacus @plainyogurt21 @BiotechElmo Went back and looked. Around the 6 minute mark of the Roth call the CEO addresses this. Turnover in healthy cells happens in Milliseconds vs a 7-13 day window with cancer cells. I’m sure there’s more intricate IP behind this but this is how they target and spare healthy cells
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