Dr. S

This doesn't affect $ATYR ph3 readout but recent trial in NEJM on MTX vs. prednisone is relevant. Comments/editorial say that this study supports MTX combo to lower maintenance steroid dosage. nejm.org/doi/full/10.10…

Another person dies from gene therapy today (limb girdle) $SRPT. It's high time to cull many systemic gtx programs for non lethal conditions. Which others come to mind besides arrhythmia? $RCKT $LXEO

$CAPR CRL was obvious if you read the STAT article (confirmed the original Citeline scoop). Let's see how the other 2 go.

If I ever stop posting on X for over a month just assume 1 of 2 things happened: 1. Wife finally poisoned me but probably for something that was my fault anyways. 🤣 2. Grown disgusted with biotech $XBI and active management and liquidated everything into $QQQ. Either way I…

Any significant news drop at 315 EST today? Sudden drop in $NTRA and spikes in life sci tools $TECH $BRKR $TWST. I didn't see any news. Court ruling maybe?

My rules of thumb for generating returns on FDA adcomms and approvals: 1. Clean data ➡️ no adcomm (moot) ➡️ usually approved (limited alpha situation, may even drop the day/week of approval, priced in, avoid binary unless investing in commercial launch) 2. Messy data…

Reminder Zimislecel (VX-808) still requires lifelong immunosuppression. T1 diabetics are not going to use this unless already have kidney transplant which are a small percentage. Most will just continue to use insulin pumps which are getting better and integrated with CGM. $VRTX

Regarding $CAI, ugly financials: These guys were basically running out of cash before this IPO. "As of March 31, 2025, the Company’s cash and cash equivalents balance was approximately $31.2 million, and the short-term investments balance was $2.2 million" They also owe…