Professor Oak
@Prof_Oak_
Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
Biotwitter’s hot hand. ‘Grats @A_May_MD, and well-earned
$vrna M&A ✅ $rgls No1 biopick contest ✅ $hims up 7 figs on short ✅ $lxeo upping ✅ $nktr ph2 prediction ✅ $nktr take two ⏳ All this year.. I think we have a messiah amongst us..
Very cool
T cells do the heavy lifting when it comes to the anti-tumor action of checkpoint immunotherapy. But do antibodies play a role too? That’s the question @yile_dai looked to answer in his thesis work, out today in @Nature! 🧵below nature.com/articles/s4158…
Wild 12 months for miRNA From Nobel to Ph3 barn burner, with a lil’ M&A sprinkled in between
Whoa whoa whoa - I was told vaccines were uninvestable
Sanofi $SNY to buy vaccine biotech Vicebio for $1.15B upfront statnews.com/2025/07/22/san… via @DrewQJoseph
Taf IP durability is a huge swing factor in $PFE & $BBIO DCFs. Despite $PFE's coy demeanor, path for Taf IP beyond 2030 remains open & tractable 1H26 ruling in the EU Appeal case will foreshadow Taf's fate. IMO, POS for $PFE / Taf is underestimated EPO already upheld '441 ('35…
Taf is now $PFE's 3rd highest selling drug - $2.5B in 1H24 (+68% YoY) and the consensus view is that they're not going to do everything they can to avoid a 2028 patent expiry? $BBIO
$PRME proposing to reprice 8.3M options on the back of a 300%+ bounce from May lows 850K (~10%) belong to new CEO, who's already >$8M ITM on options granted at his appointment Still >150 FTEs, no active clinical programs, earliest FIH data in 2027, runway into 1H26 Dunno man
Nice visual representation of China's current advantage in patient recruitment / trial enrollment Oncology & Obesity Ph1s & 2s enroll 6-9 months faster in China than in the US H/t @business
No idea, but the timing is right. Fundamental overhangs have largely cleared, leaving $RNA a very clean story (1) $DYN pivot cemented first-in-class status in DM1 (2) Ph3 is v high POS & well-powered for secondaries, likely resulting in a superior label at launch (3) Non-TfR1…
Pure speculation. $lly plane was in SD recently where $rna is located. $rna rings nasdaq bell yesterday, last chance as an independent company? Again pure speculation. I hope they don’t sell out cheaply, bc I think they got big potential.
Flashy headline provokes a visceral reaction from the average biotech lifer, but space-based biomanufacturing / formulation innovation isn’t as crazy as it may seem Good overview and balanced take published recently on @LifeSciVC’s blog
Atlas EIR Cody Tranbarger opens up the aperture in a blog that's out of this world: "Boosters and Biologics: Is Space-Based Biomanufacturing Real?" lifescivc.com/2025/05/booste…