$OCUL So if you give AXPXLI you will need to monitor who are those 17% of patients that have slow BCVA loss then the others. You will anyway need to come to the office often for monitoring. So how does it help patients with less burden? Instead, you can administrate HD Eylea

$OCUL Dodging the answer on the presenting of BCVA ITT population chart. "We will "maybe" show it"... "Lets talk about CSFT instead"... "But look how great out non-rescue patient data"

$OCUL TKI is a supper weak approach. It i supposed to be at supratherapeutic concentration in the eye for 4-6 months and yet its barely show any benefit over a drug with 7-10d half life.

I doubt Iran can do anything against US naval superiority. Funny thing though, if they do sink US ship, Trump will just erase them. Trump is not Carter, he will double down.

Safety is what killed the gene therapies for wet AMD. The safety for $ocul is very poor. The company is probably worthless imo.

$OCUL The claim that their drug "proved superior" to Eylea is ridiculous. Marginal % difference on responders would mean something if the whole Eylea treatment would be one injection. But its what? 6-8 injections to get to max therapeutic effect. So what exactly did you show in

Israel was doing whatever they wanted in Iranian sky for a couple of weeks and those mullahs fks couldn't do anything. US is going to roll over them without even noticing.

Probably one of the most iconic intros of all time. Name a game intro that brings a smile to your face after all these years.

$LEGN still very cheap

$VIR still very cheap

$VIR EV @ ~$500 post +65% move. $JANX was @ ~$2.5B EV at peak. I'd argue that VIR is currently at a better position than JANX was at peak, competition wise, and with a better molecule. Even if you discount valuation by half due to partnership, there's still +$1-1.5B to add.

$FULC Data looks strong. See no holes in it. ~20% HbF in 12w (this is not the peak as the trajectory is still going up). More than doubled in % in HbF sells. Decrease in all hemolysis markers. Hemoglobin increase of 1.1 g/dL in 12w. The main effect of the drug will kick in

If you’re having a bad day, watch this on a loop #schadenfreude

Legend

They’re the same picture…

Good morning everyone and have a great day

$FULC I rarely say shit like that. Falling knives is not my favorite play. But this move is stupid. They have a real drug, enough cash and EV of ~200MM. One of the best r/r in biotech today.

Mistake was giving them control over those weapons

They get better by the day.. 😂😂

My wife doesn't understand commodities markets