BalaBio Research (@balabioresearch) 's Twitter Profile
BalaBio Research

@balabioresearch

Biotech Research, Opinions my own, self proclaimed HPA Axis expert, College Student, not financial advice, balabio.substack.com

ID: 1930394110906580992

calendar_today04-06-2025 22:40:38

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$SRPT imagine if they bought back 10% of float with these proceeds. Would be insanely haphazard but i'd respect it. Swap arrowhead holdings with your own stock.

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Finally finished the paper, ended up being about 25 pages. I spent a lot of time researching this one and would love to know your thoughts on it. Thank you to all who reviewed it and gave feedback. Thanks to all who'll take the time to read it!

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$SLNO The best part about prader willi is that every time you explain a drugs MOA you are left with more questions than answers.

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Starting my next paper on an analysis of the commercial opportunity of relacorilant for $CORT (specifically in hypercortisolism). Would love to hear the bullish and bearish points everyone has for the molecule.

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$CORT I think relacorilant has a really solid chance of having peak sales of over 5b. If Corcept didn't have such a sketchy past I'm certain they would've been bought out just for this asset at a crazy multiple, it's that good.

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$CLDX I'm not too into immuno but at first glance it looks cheap to me. Is a big worry commercial viability due to the hair color changes and possible neutropenia? The phase 2 CSU efficacy data looks pretty robust to me.

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Nearing completion of my $CORT paper, DM me if you have a perspective or would like to help me review it before making it public