@bb_leakers @Sanctuary_Bio @MSollender so possibly a $GLPG ziritaxestat-like story

@gcbioinv @Sanctuary_Bio OK so if a social post posted something abt a safety event before the PR, it means there was a leak somewhere. We eventually converge I guess :)

@gcbioinv @Sanctuary_Bio OK. I'm curious, what was the social media post saying in substance?

@Sanctuary_Bio @gcbioinv Also sometimes you have spurious updates on ct .gov. Hats off to those who inferred this status change meant something that bad. Apparently the update was posted on Thursday. Then maybe someone asked the IR what was going on and with the reply content, made the inference.

@stevedoc22 $PLRX -63% AH

looks like it's become optional to provide reasons anyways, that part seems super reassuring, or maybe self-explanatory, on top of the recommendation being provided by a DSMB: "Enrollment and dosing have been paused while data is reviewed to understand the DSMB’s rationale for their recommendation" (as if it wasn't obvious to $PLRX atm)

@AppleHelix Indeed :)

from $GSK Q4'24 CC main discrepancy vs consensus: - Blenrep, relaunch & earlier-line readouts could help fill the gap - Jemperli, important readout in 2026 - camlipixant, ph3 in chronic cough H2'25 - depemokimab ph3 +ve in asthma recently disclosed M&A - are multibillions deals possible? we do want to do more BD but we'll remain disciplined, sticking to bolt-on's, you should expect us to remain in the same range re: deal size & to keep the same pace

US 10y back to 4.50% 🙁 $XBI

@adar170 not disaster just mixed AZN GSK did v well BMY not so much

The topic for this weekend I guess A Super Bowl ad touting Hims & Hers Health's copycat weight-loss drugs is getting pushback from the branded drugmakers’ lobbying group, which says it’s “misleading”

$LLY Lilly needs a plan to spur weight-loss drug sales, investors say $NOVOB said in their earnings call that they were increasing their starter dose deliveries in the US "as we speak" so hopefully they can decrease the speed of their share loss vs $LLY Zepbound in this beginning of 2025

Maybe there are biomarker works to do to ID those slow responoders. And in RW, docs give more time than in clinical trials, from what I heard.

Eventually Bain won, 3.3B$ deal. 🇯🇵 Pharma-land in the news in these weeks, with 2 CEO changes at leading 🇯🇵 pharma (Takeda $TAK & #DaiichiSankyo, and broad C-suite reshuffling at #Astellas). Bain Capital to Acquire Mitsubishi Tanabe Pharma Corporation -