Things moving along in AAV land. Impressive reversal of age-related morbidity in mice especially diabetes and obesity: pnas.org/content/116/47…

most interesting, $CMPX preclinical studies suggests that among all screened molecules the best synergy with PD1 is obtained with PDL1. who would have guessed; now PD1-PDL-1 bispecific coming.

Might anyone have a view whether it is reasonable for a unprofitable biotech to want to amend its omnibus stock plan to allow repricing option awards without shareholder approval? Not sure whether to fight ISS or not.

Can $AVTX ever work in NEA? some activity stirring within the company as its readout approaches.

Been a lot of cross-sector value destruction from the GLP1s, from nash to med devices. But critical variable here is persistence of these drugs - and really the literature here isn't very encouraging, from glp1 or statins. Believable? ncbi.nlm.nih.gov/pmc/articles/P…

DRG/SPX: new all time low, not the most bullish signal

@BiotechHack I'm more forgiving on this one. SMA was such a long shot then and $IONS had to fund tech advance. The biz model less sense now

@BiotechHack @Lblegend33 too high. plus risk that 5-point MACE primary may not be as tightly linked to LDL as 3-point MACE secondary

Not the most sober ASCO abstract: Legend Biotech terminates Multiple Myeloma. $BLUE abstractsonline.com/pp8/#!/4399/pr…

Sorry this abstract is being presented at ASGCT of course (not ASCO). Tall claims or not, the CART/ cell space in china is booming

A decent summary of a regulatory framework for Lentivirus GTs. $BLUE online.liebertpub.com/doi/pdfplus/10…

Can $GBT440 reduce SCD pain? AesRx had a drug with v similar MOA (but poor PK) and put out a funky PR (2013) biospace.com/News/aesrx-pre…

Gene therapy for alcoholism? things heating up online.liebertpub.com/doi/full/10.10…

didn't realize this govt shutdown would impact me so fast: Pubmed already warning that information on website may be endangered

$IONS Crooke et al in new Cell Metabolism on potential of RNA-targeted therapeutics: "Numerous hurdles considered by many to be impassable have been overcome" cell.com/cell-metabolis…