$3681.HK novel IL-25... better than dupi, but sample size too small

Exited $cytk as I think HRS1893 is a better drug

$abvx alright I'm in. Wish me luck

So.... how we gon open tmr guys?

Is $celc better than KAT6?

$nvo should buy Kailera plus Amylin bundle deal

$mdgl and here you go. Fwiw cspc's oral GLP-1 is preclinical and still in an IP lawsuit vs Ascletis ... if you don't short this shit I don't know what you short

Did the entire US healthcare sector just committed seppuku?

No pharmaco has commented on what this round of IRA looks like… versus last year BMS et. al. gave comforting commentaries on their 2Q call. Am I reading too much into this?

I don't understand the $smmt px action. People bidding this up to 22bn - how big the deal has to be to justify this? At a time when the OS benefit is in question?

$adag ctla4 seems to work in CRC... much higher dose vs comps. Sustained inhibition. Perhaps this could lead to OS? Don't know if they have the clin dev power to move it thru tho, tiktok

Say smarca2 IV shows 35% ORR with initial PFS 5-6m and oral shows the same ORR by YE25, where should $prld trade? 5bucks?

$vktx I'm intrigued, but concerned about apparent saturation of the market (in aggregate, GLP-1 numbers have underwhelmed for 3 Qs) and upcoming discounting (sema supply ramp, IRA, orfo likely going the discount route). Does the maths still work out taking these into account?

I don't understand $bcyc gene amp strategy... say protein expression decreases in met disease despite gene amp... wouldn't that make it harder for zele to bind to the tumour too? I don't get it... anyone pls??

what if... $mrk buys $mrna? Would make sense... no?

$mrna has better oncology pipelines than $bntx. Hit send

Invest into overcapacity and the eventual govt led anti-involution lmao

$PDD set up could not be better