A new analysis of the Wegovy cardiovascular outcomes trial suggests “you don’t even need to lose weight to have a reduction in heart attack, strokes and death,” Daniel J Drucker tells us. He suggests GLP-1s may be protective by tamping down inflammation. cnn.com/2024/05/13/hea…

FDA briefing docs on donanemab for Alzheimer’s are up. fda.gov/advisory-commi…

Go Irish!! Chris Guiliano, first Notre Dame men’s swimmer going to the Olympics. Notre Dame Swimming

The Chris Guiliano section, with who I assume are his parents sharing emotion after he wins the 100 free.

Analyst Thursdays: Baird's Brian Skorney joins BiotechTV for Analyst Thursdays and breaks down the Sarepta approval and more. $SRPT $LXEO $GILD $MIRM $AMGN $VRTX $NBIX $APLT Full video: biotechtv.com/post/brian-sko…

𝐅𝐫𝐨𝐦 𝐘𝐞𝐬𝐭𝐞𝐫𝐝𝐚𝐲: Baird’s Brian Skorney lists some upcoming catalysts he is watching over the coming months in biotech. Full interview: biotechtv.com/post/brian-sko…

Our CEO Amit Etkin will share a corporate presentation at the Baird Global Healthcare Conference. Please reach out if you’d like to connect and learn more about our upcoming Phase 2b data readout for ALTO-100 in MDD. More info here: bit.ly/47c9VcW $ANRO

Amazing time and all for some great charities. One of the highlights of the year for me.

DIMON: JPMORGAN HAS ADDED 1,000 ARTIFICIAL INTELLIGENCE WORKERS

This week’s Readout LOUD: Thanks to Brian Skorney and Daphne Zohar for chatting with us about the election and what it might mean for biotech. Also, w/ my colleague Lizzy Lawrence on the FDA. statnews.com/2024/11/07/rea… via STAT

Wow, really nice find by Olivia. Hidden excel tabs in the supplemental file. Wonder if that is what they meant by “differentiated profile”. Maybe the whole effort is just to develop a combo therapy with denosumab.

𝐒𝐅 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐖𝐞𝐞𝐤: Baird's Brian Skorney shares his take on this morning's conference news, the year ahead, and his top picks. $BIIB $SAGE $REGN $XENE $SLNO $LXEO Full video: biotechtv.com/post/brian-sko…

Joe Edelman, a legendary biotech investor warns that shorting industry stocks isn’t easy. He has become a billionaire, anyway. trib.al/9Qu5Dfs

Exclusive: FDA's Makary sought rejection of KalVista’s drug in an unusual move by commissioner, sources say My latest — endpoints.news/sources-fda-ch…

Long acting hydrogel technology for delivery if GLP-1 medicines biorxiv.org/content/10.110…

Vinay Prasad is out at FDA. The huge scoop from Drew Armstrong: endpoints.news/vinay-prasad-o…

Marathon discussion with Brian Skorney on biotech's hot topics. I put chapters in the body of the post.

Pretty skeptical this has much of an impact. Humira biosimilar wasn’t really held back for seven years by regulatory red tape, as Makary just stated. It was because of patent law. Reducing fixed costs of making a biosimilar can only help to incentivize them but I don’t really