An anonymous watcher. Likes are bookmarks, not endorsements or agreement.

Joined June 2018
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A $SRPT timeline for the aspiring biojournalist
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BiotechObserver retweeted
Trump has excluded Israel from both the negotiation of the Iran deal and the compensation which was granted to every other member of the coalition. This is a deliberate choice to diplomatically isolate Israel and keep it weak. Israel is left with two choices: it can be an abused and marginalized slave to America or an independent state. To remain in a relationship where you are treated badly is an idiotic decision.
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BiotechObserver retweeted
🚨 BREAKING NEWS: Tens of thousands of Spencer Pratt voters are now receiving rejection letters from the county clerk saying that their ballots were not counted due to signature irregularities. Yet, Governor Gavin Newsom just passed legislation that would make it illegal for anyone conducting oversight, to contest signatures that they deemed fraudulent. Democrats allow ballots to be signed with an X, a -, or a 🙂 to pass and count, but all of a sudden, only Republican signatures are being flagged for irregularities, rejected, and not counted. 🤔 One of these California Republican voters said that his signature has been on file for over 20 years and there has never been an issue until he voted for Spencer Pratt. Nithya Ramen has beaten Spencer Pratt by less than 3000 votes. There are at least 18,000 Pratt voters who received this letter saying their votes were rejected.
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BiotechObserver retweeted
The murder of Charlie Kirk was a generational opportunity to crush leftist extremism and terrorism but the lolcow right just turned it into an opportunity for Jewsperging
9 months have passed since Charlie Kirk was assassinated, and as sad and ugly as it is to admit, his legacy is in the gutter. The guy whose murder was supposed to be this massive wake-up call for religion, conservatism, patriotism, purpose, and everything people preached about for weeks afterward is now barely even talked about. And you have to ask yourself why. The answer is obvious. A lot of his supposed friends immediately realized they could turn Charlie’s death into content, engagement, money, and influence by hijacking his legacy for their own agendas. Everything became “Charlie and Israel,” “Charlie and the Jews,” “Charlie and foreign policy.” His name became rage bait and click farming. And you can tell most of these people never genuinely cared because many of the same personalities who used his name nonstop after his death barely mention him anymore now that they squeezed all the engagement they could out of it. Remember when some of them were hysterically spreading fake stories that Ben Shapiro wanted to “take over” Charlie’s movement? Complete nonsense. But honestly, looking at the bitter grifters, toxic people, and outright bad actors who filled the vacuum Charlie left behind, many people probably wish Ben had stepped in instead. But I’ll say this: Charlie was an amazing person, and according to Jewish teaching, he would likely be considered one of the Righteous Among the Nations, whom the Talmud says have a share in the World to Come. We Jews will never forget him.
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BiotechObserver retweeted
nonsense "AI based PK PD" has been around for 30y & didn't change anything. try winnonlin. convince FDA we don't need to do tox for small mols. when ppl die say 'ur absolutely right, i really shouldn't have said that sulfonamide was safe." these ppl know nothing of medicine
Dario/Anthropic's new essay
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No, no, we have to pretend this never happened and that these documents didn't exist. Because Iraq War and because Colin Powell lied about yellowcake and stuff.
ICYMI, my interview with Yossi Cohen (Director of Mossad 2016-2021) detailing the 2018 raid in Tehran that secured Iran's secret nuclear archive which showed that despite JCPOA they were develop a weapon. mwi.westpoint.edu/urban-warf…
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wtf
The data out of Oregon really are astonishing. A phenomenon once observed in about 1 in 20,000 adult men and 1 in 50,000 adult women (DSM-5) is now being diagnosed and medically treated in at least 1 in 250 17-year-old girls in Oregon.
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BiotechObserver retweeted
Obama sends 1.7 billion in cash to Iran - Trump sends 3 billion Always remember: the problem is not democrats and the problem is not republicans the problem is America THEY. MUST. GO #israelfirst
BIG: Iran agreed to halt fire against Israel after the US unfroze $3 billion in Iranian assets, flown from Abu Dhabi to Tehran despite active airspace restrictions — according to an IRGC-affiliated news agency. The deal was brokered via a Qatari delegation, with the US also promising Israel would restrain its attacks on Lebanon. Source: KAN
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$NVO is this not quite the disconnect?
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BiotechObserver retweeted
Egg producers became less greedy apparently
BREAKING 🚨: Eggs Egg Prices have now collapsed 98% from their March 2025 all-time high and are now at their lowest price in over a decade 🥚📉🥳
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Modern women will rather cut their own chests off before settling down with anything less than UberChad or generally put marriage before a career.
We need to 10x the effort on fixing BRCA. This can't be allowed to go on.
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Now anything other than pure misery in the sector is considered a bubble.
$XBI being up >50% in the past year is a rare event. It has created a lot of X permabull celebrities who will undoubtedly be destroyed once things reverse course again... and they will. It is, as one could say, "the will of God." If you see posts that are overly bullish with little regard for risks, be aware. If anything, now is the time to be prudent.
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And how much did Trump let them rebuild over this period of time with the fake ceasefire in place and giving up on the plan to overturn the regime? Guess we are about to find out.
BREAKING: Israel says Iran has launched a wave of ballistic missiles toward Israel moments ago. This marks the first Iranian attack on Israel since the ceasefire agreement began on April 8th.
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How exactly does **Zero decline** in eGFR leave room for improvement $VRTX $VERA $OTSKY
Narrative on this seems ridiculous to me. eGFR shot up w initial treatment then trended back toward baseline over 48 weeks but remained ABOVE baseline. We have to pretend not to know the 0.7 change from baseline at 48 weeks to think the negative slope is bad $OTSKY $VERA $VRTX
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Narrative on this seems ridiculous to me. eGFR shot up w initial treatment then trended back toward baseline over 48 weeks but remained ABOVE baseline. We have to pretend not to know the 0.7 change from baseline at 48 weeks to think the negative slope is bad $OTSKY $VERA $VRTX
Otsuka kidney drug slowed loss of function, but less than expected, in late-stage trial. Results leave room for competing treatments from $VERA $VRTX to perform better statnews.com/2026/06/04/otsu…
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Another case of a Big Pharma acting like a scammy bioturd co. All focus on Per Protocol Analysis, w/ ITT mentioned in passing. "no hint of any plateau!" Ok, &? None of these injectables plateau by 52 weeks. However, MOST of the weight loss is already captured by then! $RHHBY
#ENICEPATIDE Roche obesity drug helps patients shed 22.7% of weight in mid-stage trial reuters.com/business/healthc… Enicepatide is a once-weekly injection that, like Tirzepatide , mimics both the GLP-1 and GIP hormones #ADA2026 @roche_es
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How many trials have failed by just missing significance because companies were doing stuff like this? $REGN is this how you managed Fianlimab and Itepekimab trials? Scary stuff
Replying to @5_utr
the CEO is right that no model invents the efficacy data. you still have to dose real patients and wait for real events. nothing skips that. but compressing a trial already happens, just not the way the hype frames it. prognostic covariate adjustment uses a model to predict each patient's likely control-arm outcome, a kind of digital twin, and adjusting for it cuts the sample size you need by 10 to 30% with no bias. the EMA already issued a qualification opinion on the method. synthetic control arms do something similar in single-arm settings. so both takes are half right. you cannot generate the answer. you can shrink the trial needed to detect it. that distinction is the whole game right now.
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BiotechObserver retweeted
'.....told netanyahu to stop fighting.....' i hope that Jews and Israelis are paying attention to how Americans actually view Israel as nothing more than a subservient vassal to be told and ordered there is no alliance here #MakeAmericaGoAway
President Trump told Netanyahu to stop the fighting. That takes guts, and I commend him for it. You should be able to disagree with any ally's foreign policy without being accused of hatred.
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Everyone knows what's going on
Replying to @AmitSegal
Let’s put this in perspective, for her to pass these kind of training, they had to lower the bar just enough for her to pass! And seeing what we saw in the past few years, the leadership in that unit, isn’t the most mission focused oriented, they are more concerned with the judicial system staying in tact rather raising the bar!
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BiotechObserver retweeted
Replying to @Osint613
Israel can't bomb Beirut but Trump can threaten to annihilate 90 million Iranians ? Christian morality for thee but not for me
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Agree with these points, but I also feel this is major cope. Stock price probably not recovering for a while now. $ABVX
***The Cancer Signal DOES NOT Exist $abvx *** BREAKING: Building on what Adam has said, I’ve been able to crack it, and I think in the coming days when mgmt release a PR this is going back to $160. Here is why: (try to read to the end) When you apply the standard clinical trial counting conventions that every other UC pivotal trial has , you exclude dysplastic lesions (which are by definition not cancer) and separate NMSC from serious malignancies (per FDA convention). So it isn’t what Adam and I are observing it’s a fact. The actual count of adjudicable malignancy cases in the Ph 3 50 mg arm is TWO: - one prostate cancer - one breast cancer Why nothing burger? - Both occurred in older patients at peak demographic incidence ages - both were investigator deemed unrelated - both occurred at exposure windows biologically incompatible with drug causation - Obe has neither of the two known mechanisms by which a drug can cause cancer. *The signal is statistical noise made to look like a signal by a self inflicted presentation error.* Okay so clearly $abvx shot themselves in the foot, a $7B presentation error: The cleanest single fact in this entire debate…colonic dysplasia is not cancer. Cervical dysplasia, colonic dysplasia, melanocytic dysplasia… none of these are cancer. Every other UC pivotal program excludes dysplasia from the malignancy count. Look at the Rinvoq maint safety table, Sotyktu’s , Omvoh Velsipity, all the same. Dysplastic lesions are tracked separately as GI surveillance findings!!! not as malignancies. $abvx in a rush or naively included colonic dysplasia in the malignancy row created a non apples to apples comp that the market has been processing as drug driven cancer when it from a clinical pov, not cancer at all. This was a self inflicted wound. But it will be correct very soon. What they should have done.. (in hindsight gave us a chance to buy so so cheap) 1.Footnoted the dysplasia as a UC surveillance finding, NOT a malignancy 2.Reported “drug related malignancies 0%” prominently 3.Provided case level details for every event with explicit rationale for the unrelatedness adjudication 4.Released the escape/placebo arm 50 mg data simultaneously They visually organized the data in a way that made a non signal look like a signal. The market reacted to the table layout not the underlying pharmacology!! NMSC is not in the same category and if anyone wants I can walk them through it. Lumping NMSC with serious malignancies is a categorical error that no oncology or dermatology specialist would make. (Adam a derm and multiple others I spoke to confirm this) It is in a meaningfully different clinical category and the FDA knows this… which is why “non NMSC malignancy” is the standard endpoint they evaluate. Lots of smart onco folk here … there are exactly two established pharmacological pathways by which a drug can cause cancer: - Direct DNA damage (genotoxicity / mutagenicity) - Profound immunosuppression Obe non genotoxic across the full ICH S2 panel and no clin immunosuppression signal. CLEARED! if Obe is causing cancer, it must be doing so through a mechanism that has never been described in pharmacology. The drug would have to either be acting as a mini Chernobyl in a small subset of patients… (sorry for this example) There is no third option. The shortest known cancer latency for any human malignancy is approximately 2 years for radiation induced acute leukemia from acute high dose exposure. That is the floor. Chernobyl level acute radiation exposure does not cause clinically detectable solid tumors in 40 days. It doesn’t cause them in 200 days or 400 days. The biology requires multi year cellular transformation processes. Cancers detected within a 44w trial were growing for years before the pt was randomized. 1/n
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