Biotech Investor, Former Scientist, M.D., Tweets since October 2019
Frankfurt, Germany
Joined December 2013
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Everyone who sees these photos and is reasonably healthy should pause for a moment and be somewhat humbled and grateful. Often in everyday life you forget how relatively well you are doing and get angry about trivial things and do not enjoy the here and now.
$GILD will acquire an oral IL-23R inhibitor program, including lead asset HCXT-2001 (macrocyclic peptide), from PepStar for $1.275 billion in upfront cash.
This shows once again just how undervalued the Japanese #Peptidream $PPTDF is, given its comprehensive peptide portfolio.
PeptiDream $PPTDF Announces First Patient Dosed in Phase 1 Trial → Radiopharmaceutical Program Targeting Carbonic Anhydrase IX for Kidney Cancer.
Operating performance continues to be at odds with the stock price trend.
contents.xj-storage.jp/xcont…
I think $ZYME's corporate policy of acting as a financial investor in pharmaceutical sectors outside its core business is pretty harebrained.
ir.zymeworks.com/news-releas…
There is currently a lot of buzz surrounding oral peptides as treatments for immune-related diseases. In this context, it is worth noting #Peptidream’s IL-17A-binding peptide, which has yet to attract the attention of international investors.
$PPTDF
patents.google.com/patent/US…
Outstanding results from $ZYME's anti-FRα ADC ZW191.
78.6% cORR in FRα-pos platinum-resistant ovarian cancer patients and 47.4% in FRα-neg patients across all (!) dose levels studied.
DCR 100% (85%)
mPFS (all patients) 7.6 months
ir.zymeworks.com/news-releas…
German Biotech retweeted
3/1: "four to five weeks"
3/9: "very soon"
3/16: "won't be long"
3/23: "very good and productive conversations"
3/26: talks to end the war are “going very well"
3/29: "I think we'll make a deal with them, pretty sure"
4/1: “very shortly”
4/6: "They’ve made a proposal, and it’s a significant proposal."
4/8: ""A big day for World Peace!"
5/18: "we’ve had very big discussions with Iran"
5/23: "will be announced shortly."
6/1: "rapid pace"
6/11: "next few days"
#Peptidream $PPTDF has initiated clinical development of its CLDN18.2 radiopeptide conjugate for the treatment of GEA.
contents.xj-storage.jp/xcont…
Curium and #PeptiDream $PPTDF announce completion of patient dosing in Clinical Trial of 64Cu-PSMA-I&T for Prostate Cancer.
finance.yahoo.com/sectors/he…
The stock markets are likely to suffer in the near future from numerous massive IPOs, which will drain a lot of liquidity from the market. Recently, geopolitical risks and inflationary threats have also been overlooked. I will definitely be keeping an eye on the $VIX.
What amazes me about $ABVX is this: there are a surprising number of users on X who, like cult followers, paint best-case scenarios and brush aside any doubts; somehow, there’s a complete lack of detachment and objectivity. I find this kind of thing alarming.
/1
I'll be watching the webcast tomorrow. #Peptidream $PPTDF is one of my favorites in the biotech sector. At the current price level, I find them very interesting.
🇺🇸Our President, Patrick Reid, will participate in a fireside chat at the Jefferies Global Healthcare Conference at 5:30pm on June 3 in New York. The live webcast of the ‘Fireside Chat’ will be available here.
event.summitcast.com/view/Ng…
All in all, a very superficial event. It seems to be aimed at an audience that has never really looked into #peptidream $PPTDF. What a waste of time - I’m not going to listen to the rest of the presentation.
$ABVX
The increased incidence of NMS cancers among patients undergoing long-term obefazimod therapy is surprising and puzzling. Normally, the induction of mir-124 has an inhibitory effect on the development of cutaneous tumors (see below).
/1
sciencedirect.com/science/ar…
be associated with obefazimod $ABVX) would not be a reason to refrain from treatment with obefazimod.
Overall, the results of the ABTECT Maintenance Trial look promising.
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$ABVX
On the topic of “mir-124 and tumors,” here is an additional figure from Cancer Medicine 2019, 8, 5638-5650.
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$ABVX
I do not share the extreme optimism expressed in yesterday’s webcast regarding obefazimod for Crohn’s disease. There are several scientific studies that suggest that the upregulation of miR-124 might worsen Crohn's symptoms. I pointed that out six years ago.
$ABVX
In light of recent events: I discussed the tumor-protective effects of mir-124 here six years ago. The literature cited at that time remains relevant today and has since been confirmed by numerous recent studies.
$ABVX
Additional indication possibilities for #ABX464 in oncology?
miR-124 serves as a tumor suppressor!
free download -->
journals.plos.org/plosone/ar…
jcancer.org/v09p3006.htm