🧬 Your daily dose of FDA news! Tracking the next big drug approvals πŸš€ Simplifying clinical data & regulatory headlines πŸ’Š Patient education Biotech insight

Joined April 2026
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🚨🧬 THREAD: $IONS's olezarsen faces FDA decision on Jun 30. 72% TG reduction. 85% less pancreatitis. 2.1M patients with no good options. Can this gene-silencing shot change lipid medicine forever? Here's why it matters πŸ§΅πŸ‘‡
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🎲 My approval odds: 87% Breakthrough Therapy Priority Review clean safety 72% TG drop = very strong case. πŸ‚ Bull: 2.1M patients, no targeted therapy exists 🐻 Bear: Docs habit β€” fibrates "good enough"
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Will FDA approve olezarsen? 🟒 Yes / πŸ”΄ No β€” drop your take πŸ‘‡ RT Tweet 1 if this helped πŸ™ #FDA #PDUFA #Biotech #IONS #Hypertriglyceridemia #CardioTwitter #BiotechTwitter
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🚨🧬 THREAD: $VRDN's veligrotug faces FDA decision on Jun 30. The first drug that could treat CHRONIC thyroid eye diseaseβ€”when bulging eyes don't heal on their own. Here's why this matters πŸ§΅πŸ‘‡
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🎲 My approval odds: 80% Two Ph3 trials. Both hit EVERY endpoint. Breakthrough Therapy. First-ever chronic TED data in a Ph3. The hearing signal is realβ€”but manageable. FDA wants to fill this unmet need. Bull case wins here.
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Will FDA approve? 🟒 Yes / πŸ”΄ No β€” drop your take πŸ‘‡ RT tweet 1 if this helped πŸ™ #FDA #PDUFA #Biotech #VRDN #ThyroidEyeDisease #BiotechTwitter
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But here are the red flags: ⚠️ Trial enrolled obese patients only β€” label may be restricted ⚠️ GLP-1 class effect? Semaglutide (SELECT) showed CV benefits too β€” differentiation unclear ⚠️ FDA may demand additional post-marketing data before full approval
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🏒 Eli Lilly and Company πŸ“ $LLY – NYSE | πŸ’° ~$700B market cap πŸ“ˆ Zepbound HFpEF label expands into cardiology β†’ new $10B annual opportunity per analyst estimates
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🚨🧬 THREAD: $CYTK's aficamten faces FDA decision on Jun 16. A 2nd cardiac myosin inhibitor enters the ring β€” can it out-compete Camzyos in obstructive HCM? Here's everything you need to know before the decision πŸ§΅πŸ‘‡
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🎲 My approval odds: 75% Bull: Clean efficacy differentiated safety profile β†’ $1B peak sales potential, room alongside Camzyos Bear: REMS entrenched competition limits commercial uptake even post-approval FDA has strong reason to say yes. The market question is harder.
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Will FDA approve aficamten? 🟒 Yes / πŸ”΄ No β€” drop your take πŸ‘‡ RT tweet 1 if this helped πŸ™ #FDA #PDUFA #Biotech #CYTK #HCM #CardioTwitter #BiotechTwitter
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