Twitter Beğeni Hilesi

Another $96M through the ATM in Q2 $NTLA Opportunity for the incoming CFO to bring a fresh strategy. Otherwise, why own the stock through multi-year TTR / HAE Ph3 execution period if you're facing 50%+ dilution by the time those trials read out?

Cell & Gene Therapy VC funding annualizing at ~$1B 2024 YTD, on pace for its worst year in a decade Many FIH readouts for new modalities in '24-25 - ADAR Editing, Base/Prime Editing, novel AAV capsids, etc. Translational success, paired with continued regulatory flexibility and

Great insights from Cantor on operating costs of Casgevy launch / infrastructure >$500M in run-rate annual spend, +17% YoY in 2Q24 Implied break-even requires ~300 pts treated / yr $CRSP lucky to have $VRTX's deep pockets... $BLUE not so fortunate

Another interesting AID publication with Schett: ard.bmj.com/content/early/… Rituximab does not deplete CD19 or CD20 cells in follicle of lymph nodes; CAR-T CD19 does completely. Similarly, CD138+/CD19+ not reduced post-RTX, but CD138+/Ki67+ are.

Tome Biosciences, once a high-flying gene-editing startup, is floundering statnews.com/2024/08/22/tom… via Jason Mast Allison DeAngelis

Great drug discovery story from Octant Bio, and excited to see a Rho corrector making its way toward patients. Plenty of white space across genetic diseases for small molecule-mediated modulation of protein folding

$ASND SKYTROFA Q2 rev down 27% YoY Better hope YORVIPATH works out

A woman with aggressive refractory systemic lupus erythematosus was treated with a short course of the bispecific antibody teclistamab (anti–B-cell maturation antigen and anti-CD3) and had a drug-free complete remission. Full correspondence: nej.md/3Th6ewX

2 letters out in NEJM last night, testing $JNJ $GMAB teclistamab (BCMA TCE) in autoimmune dzz (SSc, Sjogren's, myositis, RA, SLE), seemingly with positive early outcomes more early evidence it's not only abt CD19 #CART in AID?

VTAMA deal makes sense for $ROIV, but $OGN is a surprise Maintaining the dividend is >25% of CFO. Mkt thought a cut was possible as recently as Nov '23 (trading >10% yield) Taking on a high-burn asset in a competitive market with limited synergies seems like a head scratcher

This would extend the rare pediatric PRV program through 2030

Jefferies' list of "LOE Hole-Filling" launches in 2025+ progressively getting bought up $MORF most recently. Who's next? $XBI