Wannabe biotech billionaire with a stock trading focus on nucleic acid-based and -targeted biotech. Fiercely independent. rnaitherapeutics.blogspot.co…
Joined November 2011
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$ntla has Elon changed the algos to be pro-genome editing? People already were puzzled about the near unanimous applause for the $verve $lly PCSK9 trial results on this platform.
People who criticized genome editing in the past are double-checking their previously held beliefs (yes, that's what they were dressed up in medical first-do-no-harm mantra).
I'll take it.
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$ntla i previously stated that it looks like that there is a continued reduction in attack rates, closing down to 0 even before unblinding.
This does not appear to be a statistically robust trend when eyeballing the raw attack rate counts.
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Jun 13
$ntla the kalleikrein balancing act was successful. Was this the endgame in HAE?
I doubt anybody, except for maybe $ions, will start investimg in a next-gen HAE prevention medicine as long as ntla-2002 is on the market.
Commercialization will be a success and give entire genome editing industry a big lift. Free alpha for y'all.
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Jun 13
$ntla wonderful results. Remaining attacks trends to zero even before unblinding. Near perfect safety.
Jun 13
$Ntla lonvo-z HAE HAELO NEJM publication: no safety signal in this trial, all endpoints met, from the swimmer plot is clear: 32/52 attack free, and min additional 14 are very close to attack free
Translates to: >70% attack reduction: 89% lonvo vs 25% pbo
nejm.org/doi/full/10.1056/NE…
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Dirk Haussecker retweeted
Jun 13
$Ntla lonvo-z HAE HAELO NEJM publication: no safety signal in this trial, all endpoints met, from the swimmer plot is clear: 32/52 attack free, and min additional 14 are very close to attack free
Translates to: >70% attack reduction: 89% lonvo vs 25% pbo
nejm.org/doi/full/10.1056/NE…
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Jun 12
Not only would it be unusual for a cancer signal to emerge in a short 12-month study (p2 study much more informative in that regard)...there is no time-related signal here either.
Median time to cancer (DIAGNOSIS at that) is 6.1months. Smack in the middle of 12 month trial period. $abvx
Jun 12
So $abvx quietly updated corporate deck with the case by case breakdown this afternoon. ir.abivax.com/news-and-event…
No surprises, everything that has been shared already by either some of us or sellside, but would’ve appreciated some better messaging from the co than just dropping it on a Friday afternoon in the appendix of an updated corporate deck and letting investors just figure it out themselves.
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Dirk Haussecker retweeted
Jun 12
So $abvx quietly updated corporate deck with the case by case breakdown this afternoon. ir.abivax.com/news-and-event…
No surprises, everything that has been shared already by either some of us or sellside, but would’ve appreciated some better messaging from the co than just dropping it on a Friday afternoon in the appendix of an updated corporate deck and letting investors just figure it out themselves.
Jun 7
$abvx the correct way to present vs what it looked like.
In line with how UACHIEVE AND OCTAVE safety tables presented.
The $7B optical misunderstanding.
🧵
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Proposed Iran-U.S. deal would reopen Hormuz strait and lift oil sanctions, Iran state media says cnbc.com/2026/06/12/iran-us-…
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Jun 11
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Jun 11
So the safety, incl part 2 update is at end of June. I hate it when such market-sensitive info is first given to select investors and analysts.
Anyway great risk/reward here and we should be grinding higher in next 2 weeks. $abvx
Jun 11
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Jun 10
If this medieval trend of when 'the church' determines who has access to knowledge continues...revolution!
Jun 10
The scary part about Anthorpic's Fable nerf is not that it refuses to answer biology or cryptography. It's that it foreshadows what's coming. A world where a couple companies decide what you can and cannot do. They're building a new ruling class and you're not in it...
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Jun 10
The guidelines state that excess adipose tissue, particularly VAT, is 'at the root' of #CKM syndrome.
Given the development of fat-specific targeting agents like #inhibinE and #alk7, sponsors like $arwr and $wve should now work together w/ #FDA to agree on VAT loss as a primary endpoint for pivotal trials.
Jun 9
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Jun 10
$spcx IPO being pushed onto retail very aggressively. Now IBKR extends application deadline. European investors also being preyed on:
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Jun 9
$wve and $arwr ... put your pens down: if 'CKM' becomes more commonly recognized (AHA is a good start), then specifically reducing excess body fat should be an approvable endpoint for #inhibinE therapeutics.
Jun 9
Nearly 90% of Americans meet the criteria for CKM syndrome. New guidelines have been issued for diagnosing and treating the disorder. on.wsj.com/43tBqhd
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Jun 9
A second 'manufacturing run' that costs $20-25M (must be a PPQ run) apparently only thing standing in way of accelerated approval for this non-n=1 ultra-orphan drug.
More evidence that CGD pathway for $prme may become more onerous than expected.
Grace Science (co-founded by Carolyn Bertozzi) is running out of cash and says the FDA didn't let them use the "plausible mechanism" pathway bc, although they're developing an ultra-rare gene therapy, it's not an n-of-1 therapy. The FDA is also requesting a 2nd manufacturing run prior to BLA submission - a move the co. says could end it endpoints.news/grace-science…
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Jun 9
What a strange day in the market a day before $spcx IPO. Is this the playbook for the OpenAI and Anthropic IPOs?
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Dirk Haussecker retweeted
Jun 9
$1,600,000,000,000 has now been erased from the US stock market in last 90 minutes.
Can someone explain the reason?
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Jun 9
Ray Dalio saus the bubble bursts when money starts being taken out of system. $spcx IPO tomorrow could be this event IMO.
Brokers aggressively pushing this on retail sheep. Thanks for nothing.
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