masa Profile
masa

@btsxbiotech

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99
Following
301
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Joined April 2024
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@btsxbiotech
masa
2 months
@Sports_bios @adamfeuerstein Best in class posthoc analysis
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@btsxbiotech
masa
2 months
RT @Sports_bios: Been a very weak Dec for the biotech sector, needless to say - .. whiff of 2018 - that was one bad beast at the time - rem…
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@btsxbiotech
masa
2 months
RT @BertrandBio: Merck/MSD BD since August $MRK x 🇨🇳Curon Biopharmaceuticals (FIH in CN, preclinical in US), asset purchase of CD19 TCE $MR…
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@btsxbiotech
masa
3 months
RT @sciencescanner: Astute as always, Mrs T! Like #Covid, #ClimateChange is just another tool to scare the masses and subjugate
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@btsxbiotech
masa
4 months
I don’t see how this should not be held accountable. From shareholder perspective, mgmt managed to completely blow away generational windfall. Why should shareholders bestow further trust? $PFE
@Sports_bios
Sports_Bios
4 months
I will say this again and repeat why I was bearish on PFE stk during the Delta/Omicron waves in 2021 - NOBODY, not even God, can beat the multiple compression in a pharma stk when the topline stops growing - and in fact it was going in reverse (shrinking) in 2023 - what happen these variants are the best free "vax" from natural and covid goes away... I don't blame Bourla for not able to manage the sudden collapse in covid biz - I do blame him and his BD team for all those deal debacles - .. they thought they have an endless fire hydrant of cash flow to do deals - and not thinking about the value of what they chase -.(screw those consultant decks from McK and others - ALL garbage).. . they didn't learn from the experience w/ 2019 ARRY case w/ bidding against itself and got played - .. why rush into assets with either proven weak in the same class for commercial sales or assets w/ incomplete data information for the ultimate success - .. missing a billion here, a billion there hurts - missing 10B here, 7B there, 5B again - just catastrophic - these things add up.. they better not F-up w/. the SGEN case - .. more changes (on top of what's going on now) - imo, increases the odds they will F-up w/ SGEN integration.
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@btsxbiotech
masa
5 months
@Prof_Oak_ Maybe. But this also raises a question of whether Hgb increase is an appropriate endpoint for approval consideration. Not sure if $AGIO could show VOC benefit.
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@btsxbiotech
masa
5 months
Which BD team is worse? $PFE 2022 or $GILD 2020?
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@btsxbiotech
masa
5 months
@Prof_Oak_ Does this mean 601 is dead also?
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@btsxbiotech
masa
5 months
@adar170 their ADC sucks
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@btsxbiotech
masa
5 months
@bio_clouseau Were these Padcev exposed patients?
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@btsxbiotech
masa
5 months
$VRDN AE and pbo-adj proptosis rate in-line with expectations. Lower # of doses vs tepro + shorter infusion time. De-risks SQ + oral FcRn optionality. WAY more likely to be green than red at current valuations.
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@btsxbiotech
masa
5 months
$NBIX Subpar effect size and no dose response. Shouldn't really waste capital taking this to Ph3. Dud.
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@btsxbiotech
masa
6 months
$IOVA 2Q24 a/h
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@btsxbiotech
masa
8 months
$SRRK SAPPHIRE SMA 4Q24
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@btsxbiotech
masa
10 months
@Majzner_Lab @MSubklewe @bradloncar @ByMadeleineA @JacobPlieth @Prof_Oak_ @BertrandBio Do you have any views on CD19 x CD3 vs CD20 x CD3 for I&I indications like SLE?
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