#biotech gains about to beget further gains. When people notice their biotech-investing friends/family smiling again and living it up, more will invest.
Not some abstract macro thing or medical breakthrough that gets #generalists involved.
$qure knows that high-dose should be plenty. Now testing lower dose for risk/benefit.
DSMB allowed high-dose to continue...so it's still possible that it will be the go-forward dose. $sgmo
#CRISPR And let's remember that it is the sickest people that rely on employer-based health insurance.
This should only speed up employment-aged ATTR and HAE patients switching from traditional drugs to one-time genome editing. $NTLA
#CRISPR And let's remember that it is the sickest people that rely on employer-based health insurance.
This should only speed up employment-aged ATTR and HAE patients switching from traditional drugs to one-time genome editing. $NTLA
$srrk feels like market is short-sighted by focusing on manufacturing risk ahead of PDUFA.
Whether there'll be a slight delay or not due to manufacturing, their drug should sell very well in SMA.
$SNY be it atopic dermatitis, hidradenitis suppuritiva etc...p2 --> p3 results measuring improvement from baseline can differ greatly depending on patient pop (severe/moderate), geography (SOC) etc
$NKTR $MTLX
#longevity No wonder #China recognizes potential as Xi says this century humans predicted to vive to 150, and even Ruusia's Putin: through on-demand organ-replacement keep living longer.
#biotech is here to stay...bigger than AI if you value life.
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30K Followers 298 FollowingJournalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
53K Followers 736 FollowingEarly stage biotech VC. Recovering scientist. Opinions expressed are solely my own and do not express the views or opinions of Atlas Venture.
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158 Followers 523 FollowingCan a magician kill a man by magic?” Lord Wellington asked Strange. “I suppose a magician might,” he admitted, “but a gentleman never would.
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