Biotech Investing - Genetic Medicine, Rare Disease, Translational Innovation, AI-Powered Target Discovery and Validation, Not Investment Advice

Joined June 2024
And the answer is: eplontersen mean KD 69%, median 76% (cardioTTRansform) vs. vutrisiran mean KD 81%, median 87% (HELIOS-B). Nucresiran will be even better in TRITON-CM!
Bottom line… NOT all “silencers” created equal!
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“The FDA official responded, “You all know that as background, I’m a professor and I’m a practicing [hematology-oncology] doctor. I do miss my clinic and I miss teaching, and I miss being able to run my podcast and speak freely.” statnews.com/2026/03/06/fda-…
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BRAVO!
We've unveiled our new five-year strategy and shared preliminary Q4 and FY2025 global net product revenues, 2026 pipeline goals and product sales outlook. Read the press release: bit.ly/4jxw4IU Join our live #JPM26 webcast tomorrow at 9 AM PT: bit.ly/4srb8ax
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GeneDoctor retweeted
For Alzheimer's disease, it's no longer a debate of amyloid (Aβ) versus tau. They are interactive drivers and this new, optimistic review maps out a path towards disease-halting therapies @CellCellPress cell.com/cell/fulltext/S0092…
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Super cool @zhangf!
Excited to share our new work on immune aging! We explored whether the liver could serve as a temporary "factory" to produce immune factors that decline with aging, potentially helping to rejuvenate aged immunity. @mircoscopy.
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“For decades, the U.S. has been the pinnacle of global science. Now experts fear it may have lost some of its luster, and that budding international researchers won’t… take their next career step in the U.S.” Not MAGA or MAHA.
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GeneDoctor retweeted
A discovery of a gene underpinning the perception of pain with implications for treating the chronic condition that affects 600 million people globally economist.com/science-and-te… nature.com/articles/s41586-0…
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#SpaceX #Starship major explosion here in the Ragged Islands Bahamas. Taking cover.
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#Starlink down right now GLOBALLY! Wow! That’s a quick way to clear the rest of my zoom calendar for the day!
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Scratching my head at $BEAM premarket movement. Hit 38 a share, now trading down premarket on positive results?
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Substantial in vivo platform derisking here. Why not reflected in the share price?
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GeneDoctor retweeted
$SGMO. Recalled $PFE handed $ROIV biotech gift of year in 2023, think they might do it again in 2025, this time for $SGMO. If both Fabry and HemoA deals go through for $SGMO, it could be a $10 stock.
Barclays: $SGMO says inbound interest for #HemoA GT program and would transfer the program from $PFE to new partner Hemo GT #UPDATE here likely #April #Fabry deal announcement likely in Q1 #competitive #bidding upfront payment ~ $250M , milestones and double digit royalties
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#SpaceX Dodging floating debris from #starship8 as we sail north. #ElonMusk
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How would you like to see this above your #catamaran ? #SpaceX #Elon #starship8
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#Starship #Spacex #Explosion Incredible sight here in Bahamas.
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#SpaceX #Starship we are taking cover here in the Ragged Islands, Bahamas. Cross your fingers for us!
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Explosion, SpaceX
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