STL Biotech
@STL_Biotech
PharmD, EM/CritCare, RCT purist, Biotech analysis & investing
A hidden gem in the budget bill: It fixes the Inflation Reduction Act’s disincentive to develop treatments for rare diseases. wsj.com/opinion/orphan… via @WSJopinion
Well this feels messy $JANX
$JANX resurrects a TROP2 asset, and continues tinkering with CD28. Meanwhile, JANX007 & JANX008 data are a waiting game. Via @ApexOnco -> oncologypipeline.com/apexonco/node/… $CTMX
Ozempic skepticism seems entirely based on the animist-like idea that there is a conservation law for good fortune - all good things must have some equal cost imposed elsewhere. It’s not scientific skepticism, it’s superstition.
At the hospital, wife in labor. Looking at the toco I keep telling her I'm "monitoring the situation" 0% amused, doesn't get it. Not online enough.
In the year of 2025, Did Vinay Prasad "just return from a closed door CEO listening tour" Or am I having a stroke
In our latest FDA Direct conversation, we dive into recent policy changes: • Updates on the Commissioner’s National Priority Voucher program • Review of certain clinical trials involving foreign labs • @DrMakaryFDA insights from the BIO Conference
$SMMT's problem in Harmoni is not just the "narrow" OS miss. Here's why, via @ApexOnco -> oncologypipeline.com/apexonco/node/…
This is the kind of thing that leads to CEOs being gunned down in broad daylight. $UNH
The horror show that is private health insurance in the United States. (via Reddit)
Why is $BHVN trying to do so many things? Why are they in oncology Would think they'd sport a higher valuation if they cut half the pipeline.
Best cardiology r/r at current price: $NAMS @ 2b large pop but another LDL lowering agent plus binary risk. $TRML @ 380m binary risk and will need funding/partner. $CYTK @ 3.7b path is clear, no/less binary risk but Robert Blum. $BBIO @ 7.7b EV commercial, competitive
$TRML prob wuldnt hurt to have a cardiologist in the C-suites or on the BOD. Lot of buysiders/VCs in charge. And no Deepak chairing the SAB doesnt count
$TRML Death in pacibekitug arm interesting bc 1. People don't really die *from* COVID anymore and 2. We used to treat COVID with IL6 inhibition (toci). Is it nothing or was there another more serious infection and COVID got the blame?
Perhaps a bit of humility too, reminds me of a great Scott Galloway quote, "Recognize that most rooms you go into, you’re not as smart as you think, and they’re not as dumb as you hoped"
FDA Commissioner Makary sits down for a conversation with the newly appointed director of the Center for Biologics Evaluation and Research (CBER) Dr. Vinayak “Vinay” Kashyap Prasad and Sanjula Jain-Nagpal, Associate Director of Policy & Research Strategy, Office of the…
We should see a lot more of this
Bravo @Biohazard3737 $KROS prnewswire.com/news-releases/…
Not a good day to be selling COVID vaccines 3 years after it became the common cold. Or...a neuro co running natural history external control arms..
BREAKING: @VPrasadMDMPH named CBER director, per internal email
Poster session #TPD findings at #AACR25: Pfizer/Arvinas introducing an oral BPTF #PROTAC (binding to its bromodomain) with activity against SWI/SNF mutated tumors. Apparently hijacking CRBN and VHL with two different degrader lead series. @ArvinasInc @pfizer @AACR
$HIMS the people that have a disposable $599/month are the same people that have insurance and a PCP. I'd guess a majority of HIMS customers are insured, *could* access an MD but 25-50/month cash pay for an OCP/PDE5/SSRI is worth avoiding all the hassle. 600 a different story.
Interesting Cowen note on historical pharma P/E vs. S&P500 $IBB $DRG $XBI Current discount at levels seen only four other times in history. In all cases, pharma relative P/E was higher 1Y and 3Y later
"being a tax sucker is suddenly a badge of safety in the industry" Lol, exciting. Heard on the Street: As tariffs loom over the sector, biotechs with U.S.-based manufacturing and intellectual property are soothing investor concerns wsj.com/finance/stocks… via @WSJ
