Adu Subramanian @plainyogurt21
Future MD, Bioengineer, Investor, Member at https://t.co/NNDdxGpyIH, Call Leader @Slingshot_Invst, https://t.co/ajZINo1LRZ, https://t.co/r0FcNbuy2U subradata.com Joined October 2016-
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docs.google.com/spreadsheets/d… see here for list. including company, drug, reasons, and path forward. #fda I've added the PRs for each of the CRLs and if the CRLs "agrees" with the Associated Press release. For example, Some companies may not discuss the totality of the CRL ($APLT)
docs.google.com/spreadsheets/d… see here for list. including company, drug, reasons, and path forward. #fda I've added the PRs for each of the CRLs and if the CRLs "agrees" with the Associated Press release. For example, Some companies may not discuss the totality of the CRL ($APLT)
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relevant for $CRNX the CAM 2029 CRL included asking for more safety details. Not mentioned in the press release.
Interested to hear what Seedy has to say. Looking into MBX before. Unserious people and trials. And the inventor of the drug is no longer a director at the company (dimarchi). The only thing they have going for them is the trial is designed for success
Interested to hear what Seedy has to say. Looking into MBX before. Unserious people and trials. And the inventor of the drug is no longer a director at the company (dimarchi). The only thing they have going for them is the trial is designed for success
bamsec.com/filing/1104659… - Turns out I was wrong, almost immediately. There was a bet here with the options to make without losing any money FYI. (I think, based on the upside/downside).
bamsec.com/filing/1104659… - Turns out I was wrong, almost immediately. There was a bet here with the options to make without losing any money FYI. (I think, based on the upside/downside).
wsj.com/finance/invest… after CYTK, maybe it's time to buy some IVVD
$UTHR Damn those outliers driving some effects. IYKYK, this has happened before. Keep in mind the prior Study enrolled PH patients. TETON is enrolling IPF patients with no minimum PVR requirement. Treprostinil worked a whole lot better in high PVR patients.......
$CYTK This is why you can’t rely on KOL opinions pre data. Now that MAPLE is out, everyone’s views will shift. Imo, this definitely places afi > mava and makes an argument to payors to allow it. Even if not, docs will switch quickly. H/t to locked acct for images live
Some more info on p values: just above stat sig. Keep in mind patients count up titrate until week 12 in odyssey
Some more info on p values: just above stat sig. Keep in mind patients count up titrate until week 12 in odyssey https://t.co/bOuqOek8OU
People be looking at the forest plots when you can actually just check out the pVO2 and KCCQ, trends on both, not stat sig. .5 and 4.6 pbo adjusted, ACACIA HCM is powered for 1 change in pVO2 and 5 pt KCCQ GLS was better (notably so) in patients who stayed on drug the whole…
People be looking at the forest plots when you can actually just check out the pVO2 and KCCQ, trends on both, not stat sig. .5 and 4.6 pbo adjusted, ACACIA HCM is powered for 1 change in pVO2 and 5 pt KCCQ GLS was better (notably so) in patients who stayed on drug the whole… https://t.co/m3Gt2KVUPa
If $UTHR Teton fails, where does it trade? Currently 306, about 4x revenue
https://t.co/zzAHs2bOTg
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