Bertrand Delsuc $IMVT bogey to de-risk POS & commercial outlook: 1) RR 60-70% & 2) >30% of patients completely tapering ATD is what I seen most out before

ORAL GLP-1R: +10% - Mr market likes! The interpretation is going to be 100% around the titration / AEs $TERN Poke holes in this! “The absence of treatment-related dose interruptions, reductions, or discontinuations with mostly mild AEs, despite aggressive titration to high

A lot of clinical data coming in today and over the next week. Eye opening how competitive and how high the bar is in general in drug discovery. Having skin in the game it’s terrifying actually, but in a good way!

👀 $MLTX

$SMMT “but it’s China data!”

$TERN vs $PFE $GPCR $VKTX

Was only a matter of time! CD19xCD3 & CD20xCD3 $XNCR Tuning CD3 affinity going to be CRITICAL on these molecules - look forward to seeing the data.

Positive headline, but is it enough? $RLAY +4% to start we had at 60% volatility +10%/-50%. Let’s see where it lands after the cc…but modest upside looks about right. “Relay Therapeutics Announces Positive Interim Data for RLY-2608 Demonstrating Clinically Meaningful

$RLAY HR+ HER2- BrCa 2608+fulvestrant 45% 2+ prior LoT n=52 @ RP2D w/o PTEN/AKT co-mut: mPFS 9.2mo across all muts & 10.3mo w/ kinase muts CBR for >=24wks 57% ORR 33% n=15 w/ kinase mut: ORR 53%

There it is +13% right on the mark $RLAY

What a morning! $XBI

Correct - let’s remember $VKTX $TERN different classes $TERN structurally like $GPCR $PFE $VKTX like $LLY. $VKTX tolerance clearly beats $TERN & $GPCR $PFE But first glance $TERN better then $PFE $GPCR

More data! Who is buying? Multi-asset play! $CYTK

I like the way he breaks down oral GLP-1 class 👉🏼peptides 👉🏼small molecules with danu like chemistry 👉🏼small molecules non-danu chemistry

Wow. Not a lot of time we see ORR going up with time... $RLAY

So much for Carmot...

This is what Sports_Bios referred to this am 👉🏼peptides 👉🏼peptide mimetic small mol (danu like) 👉🏼non-peptide mimetic small mol

Boxed in $XBI