brendan @brendan_49 Twitter profile

Last Seen Profiles

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@StevePender

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@smrakkkk_

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@JesusisLord1968

@juanisjeus

@blackpinkontop2

brendan

@brendan_49

3 years

@VICENews “Over the past three years, at least seven former Marines have openly avowed or been identified with neo-Nazism or the extreme right…” 7. ⬇️

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brendan

@brendan_49

6 years

Need Michael Lewis to write another version of “Big Short” where the bad guys are high school guidance counselors and college admin. I have far more sympathy for 17 year olds duped by the Ed Industrial Complex than adults who bought too much house.

Cloyd Rivers

@CloydRivers

6 years

Feel the Bern. Merica.

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brendan

@brendan_49

2 years

@BarackObama Michelle get your phone?

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brendan

@brendan_49

5 years

I like to think in pairs even if I don't trade in pairs. Here's a rough draft, a list of stocks I like, paired 1 to 1 w/ ~related stocks I think they'll outperform. Likes: $MGEN $PIRS $BBIO $RETA $SYBX $REPL $FGEN $APLS $MLND $AKRO $ALDX $AFMD $FULC

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brendan

@brendan_49

10 months

@CollinRugg @white_lenka @TuckerCarlson @veilofreality No need to wonder. This is what Tucker is talking about and I had the same reaction he did. The evidence presented is extremely disturbing.

Walking Among Us: The Alien Plan to Control Humanity

www.amazon.com

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brendan

@brendan_49

3 years

@robkhenderson Personally I welcome our new 4.8 GPA, 1050 SAT overlords. Those types are always very interesting to talk to.

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brendan

@brendan_49

11 months

@zhao_dashuai “I’m sorry for calling you a dictator. I’d forgotten that we are gonna pretend to be reasonable until the election.”

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brendan

@brendan_49

4 years

Had #4 last night so might be semi-checked out for a few days...or years. BTW, maternity nurses are amazing. Every one of them A++ each time.

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brendan

@brendan_49

5 years

@DarrenJBeattie Right wingers should read some Chomsky, lefties some Pat Buchanan, and no one Max Boot.

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brendan

@brendan_49

5 years

The reason the culture war is a forever war is because elite aggressors have big egos that require stoking via issue-symbols to differentiate selves from masses. (Like Modern Art.) In 2013 @Steve_Sailer used this theory to predict transgender war to replace gay-marriage victory.

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brendan

@brendan_49

1 year

@Cernovich He does nice job of tuning the complexity of his message to the audience. Lots more detail and nuance in his long form interviews. And with out inconsistency. He’s so polished that I was originally suspicious of his sincerity but now convinced it’s real. He genuinely sees himself

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brendan

@brendan_49

4 years

Thinking aloud: Many ppl on biotwitter do well w/ different styles. Cigar-butt: know lots of <$200m cap names. spot early when story is changing. Quality: do deep DD, get hi conviction early, be patient. Swing: use charts, momo, catalysts, catch waves, avoid binary risks.

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brendan

@brendan_49

5 years

@KatieHill4CA Recent lunch experience: My wife and mom: ranting about how awful female bosses are. My feminist sister in law: 😡 Me: 😂

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brendan

@brendan_49

4 years

@charlesmurray @jack @Steve_Sailer BLM nominated for a Nobel Prize at the same time @Steve_Sailer is suspended from Twitter for mentioning they provoked largest y/y growth in homicide in nation’s history. About sums it up.

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brendan

@brendan_49

4 years

Basic view/strat on various stocks: $OCUL - big weight, riding indefinitely. $REPL - ditto. I believe in vision of OV's as backbone PD1 combo. $FGEN - bullish on US regulatory outcome, bullish on China, bullish on rapid penetration in US DD, doubt I sell a share before 2023.

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brendan

@brendan_49

9 months

@RWApodcast The Hannibal Directive is a cornerstone of the rules based order

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brendan

@brendan_49

4 years

The rationale for ROR1 as CAR-T target: 1) Expression restricted to fetus and tumors. If ADC's are safe CARs should be too. 2) ADCs nabbed monotherapy CRs in MCL. 3) Diverse tumors evolve to express ROR1 as they advance. 4) W/in heterogeneous ROR1 found on tumor stem-cells. $ONCT

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brendan

@brendan_49

3 years

I know old news but $TRIL's TTI-622 DLBCL data is remarkable. Their monotherapy ORR (3/11) is comparable to what $ALXO and FTSV achieved w/ rituxin. TRIL got a durable CR at 0.8 mg/kg, lowest dose. ALXO no CRs in 17 chances. FTSV had 9/59 CRs.

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brendan

@brendan_49

3 years

$AFMD at highest dose 100% ORR 42% CR vs. 67%/28% for $ADCT in R/R HL. And this is after one treatment cycle. The CR rate should go higher upon re-dosing. AFMD much less toxic than ADCT, too.

brendan

@brendan_49

3 years

Best mature data in R/R (post chemo adcetris PD1) HL is $ADCT. Interim pivotal shows 67% ORR 28% CR, durability not yet avail. Ph1 gr3/4 AE 57% including nasty ones. MoA is antiCD25 ADC. CD25 expressed both on Tregs and HL.

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brendan

@brendan_49

2 years

What are your favorite triple in <12 month candidates? Anything can double, 5-baggers are too rare, but I think it's possible to find stocks w/ a >25% chance of tripling. Here are a few ideas, mostly but not all long-shots, all hopefully live shots.

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brendan

@brendan_49

5 months

@GlennLuk Palantir CEO is playing a character in a patriotic branding narrative that’s required to distract from the news flow thats got people thinking less of cyber James Bond and more of cyber 1984.

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brendan

@brendan_49

3 years

Where I'm at in CD47-land. 1) Owned $TRIL in the past, own nothing at the moment, hadn't thought about the space for several quarters. Went in w/ fresh eyes. 2) I can imagine both $ALXO and $TRIL working out. 3) I struggle to imagine scenario where ALXO works but TRIL does not.

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brendan

@brendan_49

5 years

@Benaskren LOL uppercut to the adult might tickle but he’s KOing your 30 inch tall toddler with a lead left.

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brendan

@brendan_49

4 years

What do you believe about biotech investing that no one else does? I’ll go first: One could generate alpha *strictly* by doing diligence on who-to-copy rather than on companies. Ego is why this isn’t fully arbitraged. Investors pursue profits AND ego-fluffs.

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brendan

@brendan_49

5 years

I went 1 by 1 thru Pawcio's biopick2020 slotting companies into 3 categories: a) could win, b) no chance, c) I dunno enough about the company to judge. Might spend some time trying to move some of these companies from category c to a or b. *I own several co's in "no chance".

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brendan

@brendan_49

2 years

"Bottom-is-in" contest. 1) Tell me ticker (preferably a risky biotech) & current price. 2) You lose if stock drops 5% from current price. 3) You win either by lasting the longest or if price rises so much you're obviously gonna win. Might be fun because many will lose fast.

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brendan

@brendan_49

2 years

Intentionally simple/optimistic vision for $AFMD: AFMD will be acquired by or merge w/ an allo NK cell co because AFMD lets your editing budget go further, by de-coupling antigen specificity & kill switch from cell, letting cell co's spend budget on universal features of chassis

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brendan

@brendan_49

5 years

I'm wrong a lot. Change my mind a lot. Been wrong on $MGEN but haven't seen any reason to change my mind. It remains by far my favorite moonshot, possibly ever. Here are some thoughts. Dunno what they add to the company's slides or 10-K. But happy to chat.

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brendan

@brendan_49

3 years

I'm in 20% weights: $ALDX $IMUX 10% weights: $MORF $PCVX $PIRS $GOSS $REPL $FATE

Bulbaboy💙💛

@bulbaboy

3 years

Calling All Biotechies! “2022 Biotech Stock Picking Charity Contest” now accepting portfolios! Here’s link to Contest board & guidelines: Portfolio submission deadline Sunday, 1/2/2022, Midnight, PST

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brendan

@brendan_49

1 year

@anneapplebaum

Max Blumenthal

@MaxBlumenthal

2 years

Neocon fanatic @anneapplebaum is absolutely unable to form a coherent response to pointed questions about US responsibility for the Nordstream pipeline attack, and claims that when her husband, @radeksikorski , publicly thanked the US for the bombing, it was "a joke." A joke?

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@brendan_49

1 year

Faves with some urgency: $REPL $15.15 $900m $IMUX $1.40 $61m $APLT $2.34 $146m $ALDX $5.54 $348m $ATRA $1.68 $175m $FDMT $11.27 $505m $GTHX $1.18 $61m $AVRO $1.61 $72m 8 co’s valued $2.3b combined. A skin cancer franchise; backbone MS drug; a couple potential blue sky orphans &

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brendan

@brendan_49

4 years

What are your favorite time-arbs where you're confident you're gonna make 2-5x but it might be a 2-3 year wait? Example candidates: $TCDA in metabolic acidosis $PCVX in pneumococcal vaccines $SRRA in MF $LQDA in PAH, and of course the classic, $EIDX before M&A

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brendan

@brendan_49

3 years

@nypost So are local Vietnamese restaurants who just finished recovering from the last round of mostly peaceful arson.

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brendan

@brendan_49

1 year

Markets struggle to price bios w/ extreme distant upside skew. $VYGR for example. Since there are plenty of beautiful CNS targets waiting to be drugged, VYGR is all about delivery risk. If first programs de-risk delivery, VYGR is worth billions. Probability of delivery success

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brendan

@brendan_49

5 years

Some stocks I like going into 2020. Don't take the weights too seriously. I don't. Feedback welcome of course!

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brendan

@brendan_49

3 years

While I was doing some yard work today an adolescent black bear strolled into my yard and climbed to the absolute peak of a ~120 foot tree in ~1 minute. So recklessly that the whole time you’re sure it’s gonna fall. Then lounged for an hour littering the yard in branches/debris.

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brendan

@brendan_49

8 months

Global glasnost Out-of-Africa Theory Debunked - ROBERT SEPEHR via @YouTube

Out-of-Africa Theory Debunked - ROBERT SEPEHR

The "Out of Africa" theory is the most widely accepted model of the geographic origin and early migration of anatomically modern humans. It proposes a "singl...

www.youtube.com

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brendan

@brendan_49

1 year

@aaronjmate Normies have no response as to why America decided as part of the war on terror it was ok to fling terrorists at Syria while stealing their stuff. But they’re not required to. If the MSM doesn’t make a thing part of the narrative, it doesn’t exist. No matter how important or

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brendan

@brendan_49

4 years

@nypost lol

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@brendan_49

3 years

Here are the <$300m cap co's I own: $YMTX $VINC $CABA $CBIO $CYCC $ACHL $MTCR $ARFXF $ALRN $LBPH $XFOR $TCON $SLNO $ALPN $ONCR $BLU Send me some other <$300m plays (or v beaten down <$1b like $PLRX) w/ upcoming catalysts, please. Happy to take a look and tell you what I think.

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brendan

@brendan_49

3 years

What's your favorite asset that hasn't had data in patients yet? Things like $MORF oral Entyvio, $MGTA's transplant conditioning, $PCVX's better Prevnar, $FDMT's evolved vectors, $RNA's antibody-oligos, etc. Pre PoC drugs w/ incredible target product profiles.

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brendan

@brendan_49

4 years

@MisterCommodity BLM Gone Wild - Spring Break Edition

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brendan

@brendan_49

1 year

@AlecMacGillis DC can’t facilitate the social environment for the normal operation of a grocery store and wants to rule the world.

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brendan

@brendan_49

3 years

what are you fave 2Q22 or later mega catalysts w/ 100%+ upside potential? $IMUX UC $PCVX ph1/2 $PLRX IPF $PIRS asthma $MGTA conditioning $GOSS PAH $ABOS alz $REPL NSCLC/RP3 $FATE MM/solids (the antibody combos outside NHL) ones you wanna own for where best entry is now-March22

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brendan

@brendan_49

5 years

$FTSV would be at like $18 now if GILD didn't buy it.

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brendan

@brendan_49

3 years

@toad_spotted First divorce ever over Effective altruism vs Affective altruism.

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brendan

@brendan_49

4 years

@RichardHanania tldr: If America behaved like a normal country internationally then think tankers would be bored.

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brendan

@brendan_49

3 years

Told em to leave me alone, I’m working. So they slide this under my door. The unintelligible word is “diarrhead”.

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brendan

@brendan_49

3 years

So this is a big deal if you think the main barrier to wider CAR-T adoption isn't price but rather toxicity management. 9/9 CRs in indolent BCL. Best in class safety. Yes, short follow-up, but there's prior reason to think AUTO1 is an especially durable/persistent cell. $AUTL

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brendan

@brendan_49

1 year

@ducaena WTF is that thing?

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brendan

@brendan_49

4 years

Very grateful for biotwitter. I know no one is out here trying to teach the obnoxious former-generalist w/ useless econ degree lapsed-CFA how not to lose money in bio but nonetheless, Ive got huge gratitude for the tuition-free incidental tutorship. Woulda quit this otherwise. TY

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brendan

@brendan_49

6 years

@DanielLMcAdams I remember many years ago reading @Steve_Sailer describe Bush/neocon grand strategy as “invade the world invite the world in hoc to the world.” Seemed unfair to me at the time. Because I was an idiot.

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brendan

@brendan_49

9 months

I got more wrong than right in 2H23. But $STTK went very right - made 30x upside on calls in 2 months. What was your biggest recent gainer? What’s next? $FGEN has ph3 pancreatic readouts this Q and next. Their calls are priced to go up like STTK’s if they hit on either.

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brendan

@brendan_49

3 years

During monthly meetings high school math teachers in my town, who I know personally, are being taught that math, correct answers, and sequential curriculum are racist. Time for civil rights law to protect teachers who refuse to take this shit up the ass.

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brendan

@brendan_49

4 years

@sentivcapital Best neuro guy got one wrong a few months ago. Best eye guy is allowed one too. And $ARPO price is still above the prices you'd originally mentioned it at. I'd make this bet every time.

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brendan

@brendan_49

4 years

Why don't the proles listen to Science!?

The Lancet Global Health

@LancetGH

4 years

NEW Comment: Time to take critical race theory seriously: moving beyond a colour-blind gender lens in global health #BlackHistoryMonth

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brendan

@brendan_49

4 years

Sorry I’ve been useless recently. Baby blues - sleep deprivation. Turning corner soon.

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brendan

@brendan_49

3 years

My weights from high to low in a sample account, fwiw. Feel free to ask thesis/timing on any particular one. No recommendations of course.

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brendan

@brendan_49

3 years

$LPTX has produced low power positive signals in a bunch of settings. The signal differentiating DKK1-high vs. low pts is strongest in chemo free setting, such that benefit relies entirely on immunological mechanisms. Pics below would be helluva fluke.

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brendan

@brendan_49

1 year

@imetatronink American grand strategy

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brendan

@brendan_49

4 years

The obvious $BMYRT strategy is to size it, right now, equal to your short-term taxable gains.

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brendan

@brendan_49

4 years

Might start accumulating $AFMD again if it stays under $6. Basics: -$660m cap (I think about 115m shares out now) -~$240m cash, $420m EV -After years of foot-dragging a boat-load of catalysts in next 3-12 months across multiple programs, cancers, combos.

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brendan

@brendan_49

1 year

@RichardHanania Spontaneous obviously.

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brendan

@brendan_49

4 years

The $MYOK buyout is, for me, a permission slip to get crazy big in $FGEN, I think. With a bit of $GBT too. That MYOK/GBT valuation ratio, which was 1.1 a few months ago, is now 12/3.5 = 3.5.

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brendan

@brendan_49

3 years

The feeling I have of being overwhelmed by biotech abates when I commit to spending multiple consecutive days studying just one company or cluster of companies, i.e. $AFMD and NK cell therapies. Need to stick to that, will pay off in long-run, & ignore new/fleeting opps.

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brendan

@brendan_49

4 years

#biopick2021 $CNCE $70 Disclaimer: In 2019 I picked MGEN and in 2020 I picked MLND. So I'm due.

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brendan

@brendan_49

4 years

Overview of $AFMD EGFR program from poster. AFM24 labels EGFR bearing cells for immunological destruction with out impacting EGFR signaling. Point is to stimulate direct and polyclonal immunity at low doses regardless of downstream mutational status.

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brendan

@brendan_49

3 years

Could CAR-NKs be strictly superior to ADCs, in same way as ADCs are gradually becoming strictly superior to antibodies? Is AFM13+NK vs. Adcetris in CD30 lymphoma closest thing we have to H2H comparison? If ~CAR-NK>ADC in CD30, why not Her2, ROR1, Nectin4, B7H3 etc? $AFMD $FATE

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brendan

@brendan_49

4 years

Some random facts about $FATE (engineered NK cells) that might be interesting to my $AFMD (mabs w/ affinity to preload NK cells) and $GMDA (proprietary NK cell expansion combined w/ established antibodies) people.

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brendan

@brendan_49

3 years

Since almost everyone responds in the first cycle, $AFMD's dose response manifests in terms of durability. 80-800m cells, 3/4 responders relapse by ~6 months, the other transplant. ~8b cells for two cycles, 3/3 retain CR at 6 months follow up.

Bio Stocks™

@BioStocks

3 years

$AFMD CC Today at 8:30 am to Discuss Treatment of CD30-positive Lymphoma Patients with Cord Blood-derived Natural Killer Cells Pre-complexed with Innate Cell Engager AFM13

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@brendan_49

1 year

I’m happy to explain the thesis on any of these. I know what I own - but man this market messes with you & it’s a struggle to keep the conviction you derive from your work. Explaining sometimes helps or uncovers new angles or risks.

brendan

@brendan_49

1 year

Faves with some urgency: $REPL $15.15 $900m $IMUX $1.40 $61m $APLT $2.34 $146m $ALDX $5.54 $348m $ATRA $1.68 $175m $FDMT $11.27 $505m $GTHX $1.18 $61m $AVRO $1.61 $72m 8 co’s valued $2.3b combined. A skin cancer franchise; backbone MS drug; a couple potential blue sky orphans &

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brendan

@brendan_49

4 years

If you're studying $CAPA / QSI then check out $SEER because SEER's slides do a better job explaining the current state of proteomics and also the long-run potential. Some example pics below.

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brendan

@brendan_49

5 years

The $AFMD bull case almost fits on a napkin: -$200m cap, $100m cash -$100m vote of confidence from Genentech -Apparent doubling of CR rate in Hodgkin's Lymphoma from 20% to 40% (keytruda vs. keytruda + AFM13). That's a good start in <100 characters.

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brendan

@brendan_49

10 months

$CRNX is partnered with this dog longevity company. The idea is big dogs have been bred to have 28x more IGF-1 than small dogs, which is one reason they die younger. A long acting injectable seems to work & may be available by 2026. CRNX’s acromegaly drug works on same pathway &

Laura 🌲 ⛰️

@LauraDeming

11 months

This just dropped - the most important milestone in the history of longevity biotech. Thread on what this means below

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brendan

@brendan_49

5 years

@walid970721 Has Buchanan ever not been vindicated in his disputes with fellow republicans? I doubt there’s a single example.

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brendan

@brendan_49

3 years

$REPL used $ADPT's TCR sequencing to show how patients' T cell repertoire changed pre/post treatment.

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brendan

@brendan_49

2 years

What's the best idea you had in the last year? Not your biggest gainer but the one where you knew you were right ahead of time. No luck required. Any generalizations? For me it was $RCEL, which I found while losing money in $ABEO. ABEO has RDEB skin graft. I was sure pivotal

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brendan

@brendan_49

4 years

Re $EIDX - outsource views to GC. Re $OCUL - outsource to CT/Sentiv. Re $MYOV - to CG/Sheep/CT. Re $FGEN - to Peter. That's my view into FGEN PDUFA. He might be wrong - humans at FDA do the deciding - but his analysis is right. Love the short and long-term risk/reward.

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brendan

@brendan_49

4 years

Recently I've been pruning lower quality trading bios to jack up my weights in highest conviction most-likely-to-work-long-term ones like $FGEN $BBIO and $OCUL. I'm now quite top heavy in those three plus $REPL $MYOV and $ALDX.

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brendan

@brendan_49

5 years

Some WiP thoughts on $AUPH. Don't take this as a recommendation. I own barely any and there's no reason to think I'm any good at picking biostocks.

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brendan

@brendan_49

2 years

Yesterday I bought back the $VYGR I had trimmed. You could try to time the cessation of the selling pressure. But $300m cap $300m cash is absurd for a platform that like $DNLI is perceived by some as one of the first best shots to crack open the cranium.

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brendan

@brendan_49

5 years

@ConceptualJames Scientology seems ever more reasonable. And harmless.

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brendan

@brendan_49

4 years

Great piece by Dirk. All of $MRNA's programs use the LNP mix that probably violates an $ABUS patent. If the COVID vaccine were different would MRNA be redacting the details? Would MRNA use novel LNP tech in-a-rush to dev COVID? Right. I added some more ABUS $5.30 this morning.

Dirk Haussecker

@RNAiAnalyst

4 years

Strong presumption that $MRNA #covidvaccine infringes on $ABUS patent (blog): $BNTX $PFE

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brendan

@brendan_49

11 months

@JeromeAdamsMD You gotta wait a few years before making stuff up, mr. health equity director.

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brendan

@brendan_49

3 years

Ripe & hated (tickers are just examples not endorsement): Next wave gene therapy: $VYGR $FDMT $PSTX $DTIL $SELB $TNYA Immune tolerance: SELB $SQZ $RUBY $SGMO $NKTR Safer immune transplant: $MGTA $JSPR $TALS All 3 buckets touch on immune tolerance. Good place to immerse.

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brendan

@brendan_49

3 years

I think $AFMD's new CD123 engager for AML is great idea. 1) Unengineered NK do ~30% CR rate in AML. 2) CD123 validated, including by T-cell engagers. 3) I prefer targeting a tumor-associated-antigen than enhancing NK stress receptors like $NKTX does.

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brendan

@brendan_49

1 year

$REPL gotta be only immune onc trial ever where a common bear case is they’re gonna triple the CR rate. <$1b cap. 500 million EV. A team, the only one, that’s done it before. A platform that’s obviously highly useful in skin cancer. The craziest opportunity this bear market has

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brendan

@brendan_49

2 years

My pick is $AFMD @ $1.00. -I think stupid technicals work a bit in micros & so all else equal 1.00 is a bit more likely to be where the base is built than 1.10 or 0.90. -& AFM13 is a pillar of value that's clearly undervalued -& we near IND acceptance for pivotal HL/PTCL trial

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brendan

@brendan_49

3 years

$GMDA treated 19 NHL pts w/ NK cells + ritux. 13 CRs, 11 still going, most beyond 6 mo's, 6 over a year. Levers NOT pulled: Multiple doses early on to compensate for NK persistence. No genetic engineering. No CD19 targeting to prevent antigen escape.

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brendan

@brendan_49

4 years

If you're new to $CRIS I'd suggest studying both $XFOR (for perspective on Waldenstrom) and $KYMR (for excellent IRAK4 primer). Excerpt from KYMR below:

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brendan

@brendan_49

4 years

My favorite COVID program is $FGEN pamrev in post-COVID lung fibrosis because: a) it should work b) in less crowded need than anti-viral/vaccines/anti-inflammatories c) & speed path to market/appreciation of undervalued drug d) FGEN has nice margin of safety so you can bet big.

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brendan

@brendan_49

3 years

I'm long $YMTX, platform is legit and nice orthogonal compliment to progress by others on theory/genetic-derived neuro targets, lead target SCD1 looks promising from multiple angles, including independent work done by Biogen, but the way they've handled comms this year is absurd.

brendan

@brendan_49

3 years

$YMTX CEO on 6/3: Expect ph1b data mid-2021. "Very soon." YMTX CEO 6/16: Because of COVID site delays, we have enrolled only 2/3s of the study. Data in the Fall. I'm rarely confident enough in my interpretations to be annoyed by bio mgmt but this one was ridiculous.

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brendan

@brendan_49

3 years

Neighbors cutting down some beautiful gigantic pines on the border between our yards, my boys sprinting btwn rooms to get better view, plotting future careers in logging, while I have new empathy for crazy crying hippie ladies who obstructively strap their bodies to trees.

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brendan

@brendan_49

1 year

@vonderleyen If it weren’t common knowledge how estranged from traditional European values EU leaders are, this would be interpreted as racism. But even you know.

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brendan

@brendan_49

1 year

@RnaudBertrand What a headline. Imagine the unimaginable: Russia doesn’t lose a war of attrition; & DC fails to achieve its military objectives, gets its friends obliterated, yet again slanders people who just want peace who’ve been accurately forecasting the end results of all these

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brendan

@brendan_49

3 years

battle-hymn of the xbi-investor

mauv

@ThatsMauvelous

3 years

god grant me the xanax to accept the things i cannot change, the adderall to change the things i can, and psychedelics to know the difference

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brendan

@brendan_49

2 years

$VYGR is an example where extraordinary preclinical data was totally ignored by investors but ultimately not by Pfizer, Novartis, Neurocrine, & Al Sandrock. What are other, preferably recent/ongoing, examples of extraordinary/neglected preclinical events?

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brendan

@brendan_49

3 years

Ukraine good. Russia bad. I'm with you so far. But skip the part about America's foreign policy establishment as a model of restraint, wisdom, law-abiding, respect, etc. In last 30 years on world stage, US v Russia, US has been the reckless/wrong/bad-faith party numerous times.

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brendan

@brendan_49

3 years

$YMTX CEO on 6/3: Expect ph1b data mid-2021. "Very soon." YMTX CEO 6/16: Because of COVID site delays, we have enrolled only 2/3s of the study. Data in the Fall. I'm rarely confident enough in my interpretations to be annoyed by bio mgmt but this one was ridiculous.

brendan

@brendan_49

3 years

I haven't yet listening to the $YMTX call from yesterday. Did they explain why data was delayed from mid-2021 to fall?

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brendan

@brendan_49

4 years

What does $AFMD need to show w/ AFM13 + NK in R/R HL? I assume it'll be too early to assess durability. ORR for competitive approaches is high at 70-75%. So it'll be about CRs. 20% CR would be OK. >40% would be ideal, for the program, and the concept.

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