Reason behind this week’s >60% move on high volume for $INZY? $XBI

Some common sense sprinkled in with all the insanity… mixed party bag of surprises for biotech investors $XBI whitehouse.gov/fact-sheets/20…

This is the first $BMRN acquisition since Prosensa Nov. 2014 correct? $XBI

John Maraganore 🇺🇸🇬🇷🇺🇦🇮🇱 The only shame right now is the company mgmt that hold their shareholders hostage to fund their lifestyles

This is a major story from #ASCO25. Randomized phase 3 trial of time of day of immunotherapy infusion. Randomized to infusion before or after 3pm. Early infusion far superior: PFS 11.3 vs 5.7 HR 0.42, OS HR 0.45! Impactful, pragmatic, not costly. This should be a bigger story.

URGENT call to action: please contact any Republican senator you know to keep ORPHAN Cures Act & Accelerating Access for Kids Act in the reconciliation bill - at high risk of being removed Biotechnology Innovation Organization #BIO2025

June 10 BoA Ultragenyx OI deep dive note has #setrusumab worth $9 (11%) of $80 PT, Angelman GTX-102 at $13 (16%) & GTx programs at $32 (40%), approved drugs at $27 (34%)… Market likely has majority pipe value on setrusumab with little to no value for Angelman or GTx $RARE $XBI

If BoA analyst correct about approved $RARE drugs worth $27, then everything else can be bought for $2 in after hours trading today after Setrusumab Orbit IA2 miss…

After Orbit IA2 miss, what is the current per share $RARE value of #setrusumab $MREO

Current setrusumab contribution to $RARE share price? $XBI $MREO

PoS for setrusumab Orbit phase 3 primary endpoint at YE25 final analysis? $RARE $MREO $XBI

$XBI still…

$XBI #BIOAI Hype

$XBI FDA right now

$ALEC

Everyone’s screaming about the $34 trillion national debt. Cute. Meanwhile, you’re paying $25,000 a year for the possibility of seeing a doctor and if you do, they’ll still send you a bill that could buy a car. We didn’t build a healthcare system. We built a $5 TRILLION

Interesting patent cliff analysis (Morgan Stanley). $AMGN and $MRK look the most vulnerable. $AMGN is about to lose >60% of its sales including most of its biologic portfolio (Prolia, Repatha, Tepezza, Evenity etc.). For $MRK it's ~60%, mostly Keytruda.