Dirk Haussecker @RNAiAnalyst
There are no alternative truths. Please do not allow evil to spread and destroy our freedom of life. Not investment advice Germany Joined November 2011-
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$XBI my 2 cents on #Fed meeting/Q&A today: Since Powell last spoke: - rapidly decelerating US economy - likely driven by consumer running out of covid $ (see $SBUX $MCD earnings) 👉focus will move from inflation to economy. I expect a big biotech party 🥳🍾 today.
$stok the 2 key de-risking events I am looking for: 1) will FDA allow for sufficiently aggressive (loading) dose regime for pivotal trial? 2) is efficacy maintained in ongoing open-label? If these boxes can be checked, sky's the limit. #dravet
$prme not really surprised by regulatory success here. David Liu and Marks have been having a platonic love affair ♥️ endlessly cross-referencing each other at conferences. What Prime is hoping for is that 1 IND can be used as a platform template for future filings. US…
$DJT has doubled after instructing shareholders how to protect their shares being lent for short selling. Another PR in that regard today: finance.yahoo.com/news/trump-med… Maybe worth copying for the non-core biotechs that have high short interests and are targeted by hedgies. Short…
#CRISPR stocks doing quite well today on back of $prme IND clearance, only $crbu seems to trade more like a cancer cell therapy Co. $ntla $beam
$ZVSA first reverse split, then Alzheimer's mouse 🐭 model paper squeeze 40%+, then giving it all up with trading halts. #inflammasome finance.yahoo.com/news/zyversa-t…
1/@PrimeMedicine today announced that the @US_FDA has cleared its Investigational New Drug (IND) application for PM359 for the treatment of chronic granulomatous disease-CGD, thus enabling $PRME to initiate its first Prime Editing global Phase 1/2 clinical trial in the US. $XBI
$mdgl OK, a single, potentially underpowered study of Glp1s failing to show fibrosis benefit is 1 thing....but take all those 'failed' studies together and a picture emerges: REZDIFFRA will be 1st option when fibrosis becomes main concern for at least next 4 years. Monopoly of…
$MDGL hepatologist: #resmetirom biggest event in MASLD history, at least in [his] career; game-changer, changed conversation his clinic having with patients. #rezdiffra #masld 14:00min: youtube.com/watch?v=SkJVVD…
$MDGL and preliminary REZDIFFRA sales + guidance is my next binary (May 7). I'm uberbullish since I have yet to hear about a MASH specialist that doesn't like the new treatment option. Another consideration is that Co should run CVOT study. Imagine they were positive. IMHO
$XBI unrealized #capitalgains taxes are (almost*) always a bad idea, but the details matter IMO: 1) who determines valuation, esp for private/startups; pre-money in latest fund raise? 2) how new is proposal really? didn't lots of people go bankrupt after internet bubble due…
$CYTK disclosing the hiring of a new CFO Friday after-hours looks a bit defensive, esp since agreement was reached on Tuesday. Disclosure: I sold all $CYTK after concluding they missed their moment in January. sec.gov/ix?doc=/Archiv…
$sgmo I've voted my 3.5% diluted shares to basically get rid of Sandy (CEO)...and so should you. He is not only incompetent and tired, but also believes the Co is his. Would also let the Co go bankrupt unless he can close ego-boosting deals. Co needs fresh blood.
Let's find out if just #remnants. Why wouldnt there be infectious particles in there, esp in raw #milk? Scientist who can show first will get nejm publication. #h5n1
$sgmo happy to see $pfe committment to #hemophilia gene therapy and commercialization. Now makes even more sense to add/commercialize hemophilia A licensed from $sgmo. Mid-24 make-or-break readout. investors.pfizer.com/Investors/News…
Pharmdca @Pharmdca
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473 Followers 817 Following Team leader @SVIResearch. A-to-I RNA editing, dsRNA, auto-inflammatory disease. Mum 👧🏼👧🏼👧🏼. 🏋🏻 addict. She/her.Korro Bio @KorroBio
381 Followers 135 Following We are a leading RNA editing company focused on the discovery and delivery of novel genetic medicines.Please have your eyes on Tbilisi tonight, people have been fighting Russian foreign agents law on the street for over two weeks now. Riot police again brutally disperses, beats peaceful protesters, civilians who have nothing to shield themselves with - without prior warning.
Interesting #H5N1 preprint on wastewater just dropped. medrxiv.org/content/10.110… Three take-homes: 1. Can H5 be detected in wastewater? Yes, one company (@Verily) now has an assay. It's 100% specific. Huge first step.
$APLS that's weird, I live off 128N in Waltam...could swear a I just saw Cedric in his Porshe 911 lighting them up as he fish tailed out of the parking lot....
Today we announced the 1st CTA approval for our RestorAATion-2 study evaluating WVE-006 in #AATD patients. WVE-006 is our first-in-class #RNAediting candidate with potential to provide a single therapeutic option for AATD liver disease, lung disease or both. Read more below. $WVE
$VKTX - new note from Truist BUY PT 120 Post-vNDR Thoughts: Tolerability & Long Half-Life Could Drive Further Upside For VK2735. Reit BUY We hosted an over-subscribed and upbeat vNDR on Friday. Bottomline, we are even more bullish on VKTX following the NDR
Good weekend on $VKTX to look back review why last week nugget of $VKTX higher dose oral very intriguing TOLERABILITY TOLERABILITY TOLERABILITY is what could make VK2735 very unique and coveted by big pharma even $LLY or $NVO
$afmd @affimed affimed bio research equipment online auction ending May 15th. Hopefully afmd can raise some meaningful cash from this youtu.be/-rg1KjFQuck?fe…
$MDGL CEO has stated multiple times that his commercial team is working to lay the foundation for "Peak" sales. Once the system is wired, the volume can work its way through. He's done it before new indications (Atopic Dermatitis) and should be able to do it again w/ Rezdiffra.
From London: @e_therapeutics CEO @AAMortazavi on the capital markets in London and his company's computational forward RNAi platform. Full video: biotechtv.com/post/e-therape…
Update on Phase 1 from $NTLA-2002 for HAE. Time: Saturday at 11:30pm PT, Sunday at 2:30am ET, Sunday 8:30am CET (Spain) Was hoping this would include Phase 2, but we’ll have to wait. Still nice to see longer term follow up from these 10 patients.
#HAE News: Today, Intellia announced the acceptance of an oral presentation at the upcoming European Academy of Allergy and Clinical Immunology (#EAACI) Congress in Valencia, Spain. More details here: tinyurl.com/jsye4kyj #EAACI2024 #hereditaryangioedema
$DCPH (L, 16% PW) ONO $2.4B buyout Cheers everyone🙂
We have a very busy month ahead! We’re participating in multiple investor and medical conferences and looking forward to presenting exciting progress across our pipeline of investigational #RNAi medicines. Check out the details here: ir.arrowheadpharma.com/news-releases/… $ARWR
Proud Dad- Daughter qualified for the Valley youth Championship to be held in Clovis CA 200 meter Girls Learning curve for her, slowed bit in the end and came second in last few seconds Counties- Fresno, Kern, Merced, Madera, Kings and Tulare Big event for my daughter
@NEObioMATRIX Not surprising to me, maybe for the 🧸s
$AFMD : will AFM13+ Artiva replicate the data from MD Anderson ? Comments from Andreas on August 2023
$DAWN - good discussion- I keep going back to these comments which could provide the upside ???
$DAWN (NP) Follow-up discussion @TrueManzil @lfholt
One subcutaneous injection of monoclonal antibody (L9LS) against malarial parasite protein provided 70% protection against malarial infection (77% against clinical malaria) over a period of six months. Amazing! Kayentao et al. NEJM nejm.org/doi/full/10.10…
Wow 😮 I’ll list some reasons we need to lower rates: 1) National debt/interest (below) 2) Record high credit card debt (below) 3) Housing is one key item keeping inflation elevated. 4) US economy grew at only 1.6%! Analysts expected 2.5%! (Was 4.9% 6m ago and 3.4% 3m ago).
Company News: @GordianBio is introducing a method of screening hundreds of gene therapies simultaneously in an individual animal model - its co-founders @MartinBJensen and @leportfr explain. Full video: biotechtv.com/post/gordian-b…