What is the new FDA Chief planning? New Marty Makary MD, MPH interview SUPER THREAD ONLY parts relevant to Biotech Investors 👇🏽 1. Faster Approvals + more Post Market Surveillance

$RVMD

"being a tax sucker is suddenly a badge of safety in the industry" Lol, exciting. Heard on the Street: As tariffs loom over the sector, biotechs with U.S.-based manufacturing and intellectual property are soothing investor concerns wsj.com/finance/stocks… via The Wall Street Journal

Interesting Cowen note on historical pharma P/E vs. S&P500 $IBB $DRG $XBI Current discount at levels seen only four other times in history. In all cases, pharma relative P/E was higher 1Y and 3Y later

$HIMS the people that have a disposable $599/month are the same people that have insurance and a PCP. I'd guess a majority of HIMS customers are insured, *could* access an MD but 25-50/month cash pay for an OCP/PDE5/SSRI is worth avoiding all the hassle. 600 a different story.

Poster session #TPD findings at #AACR25: Pfizer/Arvinas introducing an oral BPTF #PROTAC (binding to its bromodomain) with activity against SWI/SNF mutated tumors. Apparently hijacking CRBN and VHL with two different degrader lead series. Arvinas Pfizer Inc. AACR

Not a good day to be selling COVID vaccines 3 years after it became the common cold. Or...a neuro co running natural history external control arms..

We should see a lot more of this

FDA Commissioner Makary sits down for a conversation with the newly appointed director of the Center for Biologics Evaluation and Research (CBER) Dr. Vinayak “Vinay” Kashyap Prasad and Sanjula Jain-Nagpal, Associate Director of Policy & Research Strategy, Office of the

Perhaps a bit of humility too, reminds me of a great Scott Galloway quote, "Recognize that most rooms you go into, you’re not as smart as you think, and they’re not as dumb as you hoped"

$TRML Death in pacibekitug arm interesting bc 1. People don't really die *from* COVID anymore and 2. We used to treat COVID with IL6 inhibition (toci). Is it nothing or was there another more serious infection and COVID got the blame?

$TRML prob wuldnt hurt to have a cardiologist in the C-suites or on the BOD.  Lot of buysiders/VCs in charge. And no Deepak chairing the SAB doesnt count

Best cardiology r/r at current price: $NAMS @ 2b large pop but another LDL lowering agent plus binary risk. $TRML @ 380m binary risk and will need funding/partner. $CYTK @ 3.7b path is clear, no/less binary risk but Robert Blum. $BBIO @ 7.7b EV commercial, competitive

Why is $BHVN trying to do so many things? Why are they in oncology Would think they'd sport a higher valuation if they cut half the pipeline.

This is the kind of thing that leads to CEOs being gunned down in broad daylight. $UNH

$SMMT's problem in Harmoni is not just the "narrow" OS miss. Here's why, via ApexOnco -> oncologypipeline.com/apexonco/node/…

Kind of a Hodgepodge honestly. But seems like we are going in-silico, seed oil podcast bros have serious sway, and FDA wants to approve a lot of drugs and they want to do it quickly. Bullish jamanetwork.com/journals/jama/…