Propably better off investing in an index fund | Prescribe side
Joined October 2025
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Posting here as well:
Two patients excluded from plot due to missing data. This is not aligned with your imputation theory. If this were an imputed waterfall, they would be, as protocol specifies, either imputed (other missingness) or BLOCF (no efficacy)
This is important. I emailed IR
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$nktr I think what is missing from the nektar valuation is the appreciation of the T1D opportunity. According to @anthonystaj $SABS dd that could become a $10b market. Inherited T reg dysfunction (IPEX, IL2RA deficiency) leads to T1D in 60-80 % of patients. 1/3
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Inducing Treg dysfunction is THE most reliable way to induce type 1 diabetes in humans. In T1D mouse models (NOD) that are bred for high T1D prevalence IL2 signaling impairment is central, right behind MHC loci. 2/3
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Besides genetically altering MHC allels, the IL2-Treg axis is the next best chance to prevent T1D imo. It should get more attention. Will be another blockbuster indication for $nktr. 3/3
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$tenx really recommend this guggenheim interview with cmo stuart rich from 2024: seekingalpha.com/article/473…
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„…gave us all what we needed to do to say, we have a winning drug here and we're going to move forward.“. Delayed retirement for this drug.
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Cluelessbio retweeted
LB0001: Bimekizumab SUPERIOR to risankizumab on ACR50 in active #PsA 49.1% vs 38.4% (p=0.0078). First ever H2H biologic superiority on joints in PsA. #Bimekizumab @RheumNow #EULAR2026
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$tenx Isn‘t it notable that at least 18 of 37 patients chose to stay on a weekly 24h infusion for 18 months and lived with a picc-line or elected to get a port-a-cath in order to continue the treatment?
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Sooo $abvx drags down the entire xbi (without being in it) but when it recovers the rest of biotech just stays down? Thank abivax.
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$abvx My take is that obecarcimod (stole it) will be the treatment of choice for the 30-50 % of UC patients that cycle through all available treatments and never reach a stable, steroid free remission. The efficacy in endoscopic remission is so insane that.. 1/3
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..even a drug with a possible malignancy risk will be used here and will lower mortality and morbidity in these patients. Then, later we will find out that obefazimod actually doesn’t increase malignomas. Its just extremely unlikely that a drug that would drive such a..2/3
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rapid increase in malignancy (within 44 weeks) wouldn‘t show it in multi year OLE. 96 weeks OLE had 1 meningeoma and explicitly nothing else. In oral surveillance tofa vs tnfi had a HR of 0.96 for malignomas month 0-18 and 1.98 only from 18mo onwards… 3/3
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Maybe we should all just move over to AI. What was in that Aschenbrenner fund again?
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$tenx Want to address some bear points regarding tenx in one place.
1. bear point: 6mwd is an unreliable endpoint and even if levosimendan works in pH-HFpEF there is a high risk the 6mwd is to noisy/sensitive to outliers/other factors. 1/11
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As a side note, another PDE3i, cilostazol, seems to be effecitve in HFpEF. The on-off-protocoll is promising despite the small size of the trial: pmc.ncbi.nlm.nih.gov/article… 10/11
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I don´t know what the magnitude of effect will be but to me it seems highly likely that levosimendan is active in PH-HFpEF. Imo tenx is likely to stay flat or go up a lot on the readout but the chance of a 90 % collapse is below 20 % imo. I think its is a buy <$30. 11/11
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