$RGNX The Patent Office held an IPR hearing yesterday that might be under the radar.. (RGNX is suing $SRPT for patent infringement on Elevidys and SRPT is trying to invalidate the patent via IPR) Per IPD Analytics: "Based on our review of the legal briefs and observations of

$RGNX DMD data impressive and safety clean. Pivotal study already half enrolled. Would displace $SRPT Elevidys IMO. RGNX is basically trading at a little more than pro forma cash. $XBI

$LXEO Breakthrough Designation. Also, selected for FDA CMC Development and Readiness program (to enable CMC approval readiness). Could this be how Makary gets his two month approvals? $XBI

EU deal includes 15% tariff on pharmaceuticals. 7:05 mark in clip below x.com/vonderleyen/st…

$SLNO Baird (Skorney): Scarcity Value? Vykat Just Shy of Profitability One Quarter Into Launch Huge leverage in these rare disease businesses $ZVRA soon in a similar situation. Look what happens when you can start using P/E multiples $XBI

$SLNO New patent to be issued today and it sounds like it will be helpful as they continue to build their IP estate From IPD: "the Patent Office had already completed the examination process and allowed the application. The Patent Office plans to issue the application as a new

$FENC Strong top and bottom line beat. The new strategy (with a new CEO) in the larger (and heavier) AYA population seems to be unlocking the market potential of PEDMARK. The earnings leverage should be quite substantial from here: they can probably do $1.50-2.00 in EPS in a

$IKT Lost in the market volatility yesterday… significant change in the timeline/outlook for this interesting asset. Stopped keeping track given how long original timelines were. Financing removes overhang $XBI

$ABVX La Lettre writes that a delegation from Eli Lilly visited the French Treasury in early December, with the purpose of this initial contact to submit a proposed acquisition offer for Abivax so to it could be previewed by the the French State foreign investment screening