SY Investing

@syinvesting

Biopharma | Investing | “Risk comes from not knowing what you’re doing” | Sharing personal opinions, not intended as investment advice | Tweets since March 2019

Menlo Park, CA
Vrijeme pridruživanja: siječanj 2018.
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  1. Prikvačeni tweet
    3. velj

    Feb-Mar '20 catalysts P3 Prevention P3 TRD P3 CLL P3 DED P3 BOSTON P3 EM P3 cUTI P2 WILLOW P2b MS P2a GO P2a NTM P1/2 Usher Adu Filing : PDUFAs:

    5 replies 31 proslijeđeni tweet 64 korisnika označavaju da im se sviđa
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  2. prije 20 sati

    Andreessen Horowitz launched its Bio Fund III - $750M in capital - Intersection of & - Broad focus including therapeutics, diagnostics & - Primarily seed & Series A - Team:

    8 korisnika označava da im se sviđa
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  3. prije 21 sat

    (-6% intraday) Anti-CD47 (magrolimab) + PD-L1i combo data in solid tumors - n=34 - Median of 5 prior therapies - No DLTs - No G4-5 TRAEs - 0% ORR in (0/18) - In 13 OC tumors analyzed to date, only 2 were PD-L1+ ASCO-SITC Abstract:

    5 korisnika označava da im se sviđa
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  4. proslijedio/la je Tweet
    4. velj

    Interesting (and unsurprising) chart from HBM's 2020 M&A Report: Investment return multiples for M&A exits of VC-backed companies decline by stage, capturing the impact of dilution from capital raises required to advance a pipeline.

    7 replies 10 proslijeđenih tweetova 35 korisnika označava da im se sviđa
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  5. 4. velj

    Key 1Q'20 binary events from EVR ISI (as of 1/31/20)

    1 reply 16 proslijeđenih tweetova 43 korisnika označavaju da im se sviđa
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  6. 4. velj

    also announced a $60M rights offering that will be fully backstopped by current large shareholders including BVF (12.0%), Stonepine (6.2%), OrbiMed (8.6%) & (5.6%). Relevant to competitors

    3 korisnika označavaju da im se sviđa
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  7. 4. velj

    Valneva announced a broad $85M debt financing arrangement with Deerfield and OrbiMed. Valneva will use funds to advance its Lyme and chikungunya development programs and to repay existing debt. Initial Lyme disease data are expected in mid-2020.

    1 proslijeđeni tweet 2 korisnika označavaju da im se sviđa
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  8. 3. velj

    Profiles on the 10 most-anticipated drug launches of 2020 from

    1 proslijeđeni tweet 13 korisnika označava da im se sviđa
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  9. 3. velj

    Passage Bio filed for a $125M - , Jim Wilson, - Lead assets for GM1, FTD & Krabbe - Investors include: OrbiMed, Versant, Frazier, LAV, New Leaf, Vivo, Access Industries, Boxer (Tavistock), Highline, Logos & Sphera S-1:

    1 reply 3 proslijeđena tweeta 10 korisnika označava da im se sviđa
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  10. 3. velj

    (+13% intraday) CTI has reached FDA agreement on accelerated approval pathway for pacritinib for treatment of patients with severe thrombocytopenia (platelet counts <50,000/µL). Phase 3 data expected by YE2021; Filing in early 2022.

    1 reply 2 korisnika označavaju da im se sviđa
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  11. 3. velj

    (-5% intraday) United Therapeutics announced that the Phase 2/3 DISTINCT clinical study evaluating Unituxin® (dinutuximab) in patients with r/r did not meet its primary ORR endpoint.

    1 proslijeđeni tweet
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  12. 3. velj

    (+39% intraday) Insmed announced positive top-line results from its Phase 2 WILLOW study evaluating INS1007 (oral DPP1i) administered once daily in adults with non-cystic fibrosis bronchiectasis.

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  13. 1. velj

    A recent study from researchers highlights a potential AAV approach (coding for anti-phospho-tau antibodies) to treating CTE in a mouse model. Paper (open access): (context from below)

    1 reply 1 proslijeđeni tweet 5 korisnika označava da im se sviđa
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  14. 31. sij

    Good review of 2019 bankruptcies from Companies include: Novum, Purdue, uBiome & NPXE

    1 proslijeđeni tweet 4 korisnika označavaju da im se sviđa
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  15. 31. sij

    priced an upsized $159M of 9.4M shares at $17/share (top of range) and opened at $23.05 (+36%). Shares closed at $21.80 (+28%), giving Arcutis a $798M market cap.

    2 korisnika označavaju da im se sviđa
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  16. 31. sij

    (+10% AH) FDA approves Palforzia oral immunotherapy as the first approved treatment for patients with peanut allergy.

    1 reply 1 proslijeđeni tweet 6 korisnika označava da im se sviđa
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  17. 30. sij

    priced an upsized $201M of 10.6M shares at $19/share (above range) and opened at $33 (+74%). Shares closed at $39.48 (+108%), implying a ~$1.36B market cap. Bankers said it was one of the strongest recent IPOs. Deal was >20x oversubscribed.

    1 proslijeđeni tweet 6 korisnika označava da im se sviđa
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  18. 30. sij

    Sanofi announced positive results in two separate clinical trials evaluating olipudase alfa for the treatment of acid sphingomyelinase deficiency (aka Niemann-Pick Disease) in adult and pediatric patients. PR:

    2 korisnika označavaju da im se sviđa
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  19. 30. sij

    (+16% intraday) miRagen announced positive data for cobomarsen in adult T cell leukemia/lymphoma patients with residual disease. Treated patients had median survival time of 26 mos vs 7.4 mos. mPFS was 12.5 mos vs 5.4 mos.

    1 proslijeđeni tweet 4 korisnika označavaju da im se sviđa
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  20. proslijedio/la je Tweet
    29. sij

    Significant paper *just* out at . Bad news, which we kinda knew, is there is sustained human-to-human transmission. Goodish news: R0 estimate is 2.2, lower than SARS. But won't be easier to contain because 2020 is more connected than 2003.

    8 replies 233 proslijeđena tweeta 289 korisnika označava da im se sviđa
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