Healthcare investor. Short fraud, long innovation.
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$xncr interesting data. ORR pretty good but pooled pfs based on the swimmer plot seems to imply median pfs between 5-7 months. This is similar to currently available agents in the 3rd and 4th line.
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$MRK $MRNA data amazing HR .58. So $MRK $MRNA data leaked to this website which is now down. HR is .58. oncology-central.com/interpa…
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$rvmd In order for current competitors to gain market share vs rvmd, they must be able to conclusively demonstrate that either their drugs are better or they work in patients with resistance. This is what pfe did with 5 year alk data to catch Roche.
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$VKTX It's been confirmed that Neil Aubochon is no longer the CCO of Viking.
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Is $VKTX going to disclose that the chief commercial officer left the company?
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$NVO How does MDMates know the hazard ratio in the Zeus trial? facebook.com/MDMates.co
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$hims Looks like FDA does not want people pumping unproven peptides into their bodies.
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$abvx A few times I can recall phase 3 trials have had cancer imbalances that were entirely by luck. I’m sure most remember the ocrevus breast signal. Another less well known example is veozah. In both cases no black box because the preclinical was clean
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$VRTX FDA adds warning to all ivacaftor containing Cystic Fibrosis drugs for serious neuropsychiatric events.
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Structure-based RNA could lead to treatment for neuromuscular disorders medicalxpress.com/news/2026-… via @medical_xpress
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$incy why are there no high risk patients in this trial? Why are so many patients excluded from the evaluable spleen volume analysis?
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