Still expecting two separate headlines from $TECX before the month is done

$BPMC still no BLU-222 (CDK2) partnership deal. Preparing for the buyout? Attractive level here imo. #Ayvakit opportunity is too big to ignore. $COGT $INCY $PFE

$TECX Highest daily close since February 2023

$AMGN Uplizna hits in both AchR+ and MuSK+ MG-ADL 1.9Δ, but in forced steroid taper More data in October $ELYM I think definitively showing CD19 better target than CD20. Rituximab 2.0.

$WVE needs re-rating. It’s the safest exon skipper I can see and has good dystrophin levels (cutting CK by half also helps). 0 serious AEs and discontinuations so far. $SRPT $RNA saw trt-related serious AE(s) and some discontinuations.

Can someone pls explain why $RNAC up ~70% in recent month, with underwhelming MG data, while Uplinza $AMGN presented data positioning naked anti-CD19 as the perfect MG maintenance therapy post vyvgart, or post CD19-CART as “sledgehammer” Tx. Same under-appreciated potential for

Primary endpoint of MINT Widening as time goes on; what will 12 months show in AchR?

$CLYM approaching $0 EV $ZBIO with a non-depleting CD19 antibody and wAIHA data in 4Q24 near $800M market cap Bizarro Zarro Land

$kalv offering 5.5 million shares @ 10 Also royalty deal 100m U/f

$SRPT $ARWR Sarepta Therapeutics Announces Global Licensing and Collaboration Agreement with Arrowhead Pharmaceuticals for Multiple Clinical and Preclinical siRNA Programs ARWR to receive $500m upfront and $325m equity investment at a 35% premium businesswire.com/news/home/2024…

lesson for this week dont hold any onco into data or competitor data $ADCT $RPTX $BCYC $ARVN $OLMA

Although $RGNX's initial reaction to $SRPT's negative news might be moving down in sympathy as we saw last month (left chart; May 5-19), over time $SRPT's pain has turned into $RGNX's gain (right chart; YTD)

$AKBA beat revenue expectations and down 20%. Can someone pls explain

Trump says US and India are continuing negotiations to address trade barriers

$TVTX with the FSGS AdComm no longer an overhang (unpredictability of potentially random cardio-renal panelists, etc.), the stock sets up well into the January PDUFA. If you are a believer in the importance of PARASOL and the FDA’s desire to approve drugs for rare diseases,

$VTYX Q4 CV risk readout could be pivotal: oral NLRP3i w/ ASCVD benefit trend like IL-6i but safer; responders <2 mg/L hsCRP more meaningful than abs. drop; safety readthrough to PD (SNY deal?), efficacy to pericarditis; positioned vs colchicine/rilonacept; Roche/TRML/NVO moves