Prior to $AVTX HS ph2, I was negative because of Lutikizumab’s weak data.
However, $AVTX data came perfectly, and I realized this is not the mechanism, it’s that Lutikizumab is inferior to Abdakibart. Moreover, IL-1 affects IL-17 as well. Last, HS clinical development is heading into combination therapy.
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791
$SRPT best muscle targeting indeed
investorrelations.sarepta.co…
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I think the $CTNM premarket weakness following $BMY's ALOFT readout misses an important distinction.
Admilparant's 60mg dose met the Phase 3 primary endpoint, validating LPA1 inhibition in IPF, while 120mg missed significance.
A 2025 Idorsia paper (Birker-Robaczewska et al) demonstrated that admilparant is a surmountable LPA1 antagonist with rapid dissociation from the receptor, allowing LPA signaling to recover relatively quickly.
In contrast, $CTNM's PIPE-791 has very slow association/dissociation kinetics and a long receptor residence time (koff = 0.00133 min⁻¹).
The readout validates the target while potentially highlighting the importance of molecule-specific binding kinetics.
To me, that's a potentially positive read-through for $CTNM, not a negative one.
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3,757
$SRPT slowly are getting back on feet
investorrelations.sarepta.co…
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614
$SRPT this is the time for the best muscle-delivery platform they got from $ARWR to shine
investorrelations.sarepta.co…
$CUE
In case you were curious why data was released on Sunday; they had to, as the Chinese company announced it then. PK/PD data is not disclosed there yet, so not hidden by CUE.
At approximately 15:34 China time on September 20, Shenlian Biomedical (申联生物; 688098.SH) announced that its controlled subsidiary Yangzhou Shizhiyuan Biotechnology (扬州世之源)—the company referred to in Cue’s materials as Genesis Life Sciences—had achieved positive Phase 2 UB-221 results.
Cue’s release followed at 18:00 China time (6:00 a.m. ET), roughly 2.5 hours later.
$CUE funny how selective biotech investors are when they choose if to believe to Chinese data. Theoretically, if Ascendant/Genesis wanted to fake data, they would have faked it into 36wks as well, no?
They hadn't have the IgE data for today. All the blood samples were pooled in the end of the trial and will be ran together.
When we’ll have the PK/PD (depending on the Chinese company), we all get more clarity. Imo, data has exceeded expectations.
$PHVS today showcasing the frustrating side of being a biotech investor. You bet on the bull case even though many are saying not a good r:r and then this flat reaction
$PHVS What's the value here? Start with street peak sales forecasts in the 1.6-1.8B area. Put your multiple of choice on that. BCRX is on pace for 1B (or was!) with a vastly inferior drug.
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Please vote! Looks like 50:50 for CSU-vs Food Allergy- focused investors.
What do you want to see in $CUE CSU data? Do you care only about CSU? Or only for separation that would serve as a read through for food allergies (FA), considering on par clinical remission w/ Omalizumab?
35%CSU: 10+pt diff on HSS7=0
20%FA: Total IgE
15%FA: Durability off-drug
30%FA: both 2+3
66 votes • Final results 683
$TECX A lot to unpack from AZN’s LUMINARA but immediate impression is
that the fundamental proposition that chronic (and not just acutely) RXFP1 agonism can meaningfully alter vascular resistance in HF patients on modern background therapy is validated. That's quite important for TX45.
LUMINARA makes the narrow therapeutic-window concern look considerably more relevant to HFrEF reverse remodeling than to the vascular-resistance mechanism relevant to PH-HFpEF.
🔥HOTLINE from #ESCCongress: #LUMINARA explores oral relaxin receptor agonism in chronic #HF 🫀
Presented by Prof James Januzzi
375 patients on stable SoC HF therapy, randomised to once-daily AZD5462 (20, 80 or 360 mg) or placebo:
📍Two cohorts: LVEF ≤35% (n=235) and LVEF 41-55% (n=140)
📍At 25 weeks, in LVEF ≤35%: reductions in LVESVI 5.4 mL/m2 from baseline with lower doses (20 mg, p=0.054)
📍In LVEF 41-55%: SVRI improved vs placebo at all doses; nominal p-values <0.05, no multiplicity adjustment
📍Changes in LVEF and NT-proBNP were not statistically significant vs placebo
📍Generally well tolerated: mild dose-related haemodilution, without excess volume-overload adverse events or an imbalance in hypotension events
📍Encouraging haemodynamic signals warrant further exploration for the treatment of chronic HF
Congratulations to the investigators!👏👏
@escardio #HeartFailure @hfcollaboratory
What do you want to see in $CUE CSU data? Do you care only about CSU? Or only for separation that would serve as a read through for food allergies (FA), considering on par clinical remission w/ Omalizumab?
35%CSU: 10+pt diff on HSS7=0
20%FA: Total IgE
15%FA: Durability off-drug
30%FA: both 2+3
66 votes • Final resultsI like $CLYM a lot, but trying to understand if currently it’s priced for perfection, and the downside risk (if any) on the IgA SAD update: If IgA reduction is at ~50% and IgA+APRIL not recovering prior to 12wks? (No depth, but durable). What if they recover similarly to JBIO? (Not durable, but w/o loading dose).
More thoughts about $CUE; NO conclusions. Maybe it’s not about IgE affinity, and more about durability?
prnewswire.com/news-releases…
At a 200mg Q8W LP-003 achieved a 66.7% UAS=0 by Week 12 vs. Omalizumab, which only sat at a 43.6% CR rate. LP-003 lasts for 45 to 75 days. A single dose of CUE-221 can suppress free IgE allergy molecules for longer than 12 weeks (approx. 90 days), because QUE-221 stops B cells from manufacturing new IgE via the CD23 pathway, despite clearing out of the body at a standard rate
