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UNCY ...my pitch
First this is a risk only what you can afford to lose spec. Trial failure ...to many dropping OLC due to side effects especially nausea and PPS will be at least cut in half ...JMO
Upside potential ...for what it's worth
Disagree re reminiscent of Statins .
I've been on them all since late 1986 ( the first Mevacor was approved in 1987 )
In 1986 I was a " Lab rat " at UCSF ...denied health insurance due to family history of heart attacks .
UCSF provided some coverage provided I'd be in their CV trials ...was on the first statin for about 6 mths as part of a safety study before approval .
Back then AST /ALT Liver tests very mth .
Biggest change was the introduction of Lipitor. ....first high intensity Statin
Kiwi
Reminiscent of statins.
IMMNOV.ST—(+36%)—also_has liquid-biopsy for pancreatic cancer:
https://www.prnewswire.com/news-releases/immunovia-announces-positive-results-from-the-model-development-study-for-its-next-generation-pancreatic-cancer-detection-test-302123066.html
13 new obesity drugs could hit the market by 2029 amid surging demand
https://seekingalpha.com/news/4091726-13-new-obesity-drugs-could-hit-the-market-by-2029-amid-surging-demand
Promising Early Pancreatic Cancer Detection (Medscape 4/10/24)
https://www.medscape.com/viewarticle/liquid-biopsy-has-near-perfect-accuracy-early-pancreatic-2024a10006ut
Skip Virgin is impressive.
Education and Early Career
Herbert "Skip" Virgin, also known as Herbert W. Virgin IV, has a distinguished academic background. He completed his undergraduate studies at Harvard University, where he received his AB degree. He continued his education at Harvard Medical School, earning both an MD and a PhD. His thesis work focused on host immune responses to Listeria monocytogenes
Medical and Postdoctoral Training
After his doctoral studies, Virgin completed his residency in internal medicine at Brigham and Women's Hospital. He then underwent postdoctoral training in viral genetics and pathogenesis in the laboratory of Bernard Fields
Academic Positions
Virgin served as the Edward Mallinckrodt Professor and Chair of the Department of Pathology and Immunology at the Washington University School of Medicine (WUSM) in Saint Louis, USA. He held this position until 2018 and was succeeded by Richard J. Cote
Research Contributions
Throughout his career, Virgin's research has been influential in the fields of virology and immunology. His laboratory used genetic, structural, computational, and sequencing methods to explore the relationship between host genes, the virome, and disease pathogenesis. Notably, his team discovered the first murine norovirus and developed the first culture and genetic systems for a norovirus. They also identified the role of bacteria in norovirus persistence and linked changes in the enteric virome with human inflammatory bowel disease
Virgin's work has also contributed to understanding the roles of autophagy and interferon-stimulated genes during viral infection. His research has implications for a range of conditions, including chronic viral infection, lung inflammation, and autoimmune diseases
Industry Experience
In the industrial sector, Virgin served as Chief Scientific Officer at Vir Biotechnology from 2018-2022. During his tenure, he directed the discovery of the monoclonal antibody sotrovimab for the treatment of COVID-19 in at-risk individuals
Altos Labs Involvement
Most recently, Virgin was appointed as Chief Medical Officer and Head of the Altos Institute of Medicine at Altos Labs, where he was responsible for leading work on the translatability of scientific discoveries to transformative medicines. However, as of December 2023, he is no longer serving in this role
Honors and Memberships
Virgin is a member of several prestigious societies, including the National Academy of Sciences (NAS), the American Society for Clinical Investigation (ASCI), the American Association of Physicians (AAP), the American Academy of Microbiology (AAM), and the American Association for the Advancement of Science (AAAS). He also serves on the editorial boards of prominent journals such as Cell and Science
Publications
Virgin has authored numerous influential publications, some of which include studies on herpesvirus latency, interferon responses to murine norovirus, and the discovery of a proteinaceous cellular receptor for a norovirus
Contact Information
While specific contact details are not provided in the search results, professional profiles such as LinkedIn and institutional affiliations can be used to establish contact with Dr. Virgin
Summary
Herbert "Skip" Virgin's CV reflects a career dedicated to advancing the understanding of virology and immunology through both academic and industry roles. His contributions to the field have been recognized by his peers and have had a significant impact on medical research and treatment development.
VAXX -37%/AH on voluntary delisting:
https://finance.yahoo.com/news/vaxxinity-announces-intention-voluntarily-delist-202700884.html
Ideal PR for a Friday evening, LOL.
HEPA terminates NASH trial:
https://www.globenewswire.com/news-release/2024/04/19/2866379/0/en/Hepion-Pharmaceuticals-Initiates-Wind-Down-Activities-in-Phase-2b-ASCEND-NASH-Trial.html
I'm going out on a limb and calling this biotech company a scam. $HEPA https://t.co/1EhBQEue5C
— Roy Friedman (@DewDiligence) January 29, 2020
ChatGPT or not ChatGPT? That was the question, briefly, as Microsoft cut employee access to AI tool
https://www.geekwire.com/2023/chatgpt-or-not-chatgpt-that-was-the-question-briefly-as-microsoft-cut-employee-access-to-ai-tool/
Drug/biotech companies have_qualms_about chatbot security risk:
https://www.fiercepharma.com/marketing/two-thirds-top-20-pharmas-have-banned-chatgpt-and-many-life-sci-call-ai-overrated-survey
That makes sense (eom).
I am just guessing here. Compensation and annual bonus based upon TTM sales?
What did PACB gain by "hiding" the revenue problem for one quarter?
Re: Double-dose Jeuveau
Thanks for the correction. However, the fact that EOLS published the double-dose Jeuveau data in a little known journal doesn’t change my contention that the dataset has been doctored.
Jeuveau is simply a Korean knockoff of Botox, and there is no mechanistic explanation for why it ought to have a longer duration than Botox or other Botox knockoffs. Reducing the relative amount of diluent, which EOLS did the double-dose Jeuveau study, is something that Botox injectors have experimented with for decades without being able to show a material benefit in duration.
Moreover, doubling the amount of active toxin administered to a fixed region of the face would be expected to produce a higher rate of ptosis, which EOLS’ dataset did not show—a red flag that something is amiss.
IF EOLS’ double-dose Jeuveau data were real, it would be a big breakthrough that would comprise the cornerstone of EOLS’ go-to-market strategy. Instead, EOLS treats the double-dose data as an afterthought and acknowledges that few of its customers will want it.
All told, it’s pretty obvious to me that double-dose Jeuveau is a ploy that EOLS engaged not to further its own business, but rather to create confusion in the marketplace about Daxxify and thereby impede Daxxify’s commercial uptake. On this score alone, EOLS may have been successful in accomplishing what it hoped to accomplish, but the impeding of Daxxify’s uptake will be transient. A year from now, nobody will be talking about double-dose Jeuveau.
Based upon the way PACB shares acted, Q4 numbers were massaged heavily to hide the drop off in sales. Don't understand why ILMN wanted PACB years ago and why FTC objected. NP.
The total triglyceride-lowering market is ~7% of the total market that Amarin is aiming at. The remaining 93% is the CVD market for which no generic has an FDA-approved ANDA or sANDA.
EOLS - Here are the pictures from the paper. I've now done more than a 'quick check' for *one* of the Jeuveau 40 unit curves (the Investigator curve - but not the Patient curve).
For the investigator curves given below (left curve) it is, as best it's possible for me to measure, identical to the 23Q3 version of the same (investigator) curve out through 120 days (which is also the median - about 15 days later than 20 unit dose of Jeuveau, and about 30 days later than botox dose and 23 days earlier than Sakura 1). But from there on the formally published paper is meaningfully lower than the 23Q3 Jeuveau 40 unit dose curve, although still above the Sakura 1 dose from day 190 on.
Essentially: Sakura 1 has a better median by about 23 days (but beware the caveats below), but the last quarter of the population seems to be about the same for Daxxy and Jeuveau 40 unit dose
And the caveats:
a) The comparison to Sakura is a cross trial comparison... inherently noisy. See next point.
b) The Jeuveau 40 unit population is a meaningfully tougher population in which to get no-or-mild-lines than either of the Sakura populations (Jeuveau is 70% Severe, Sakura closer to only 40% Severe).
And some corrections for which I ran out of edit time:
A) A link to the EOLS paper that, hopefully, won’t time out.
B) I mistakenly said Figures 8 and 9 (the EOLS figures in the above link that are comparable to Sakura figures) were the last figures. They aren’t. There are three more figures in the EOLS paper (10, 11 and 12.. obviously). Another ‘my bad’, although not really pertinent to any argument. This is just an administrative clean up by me. C’est la vie.
EOLS and RVNC
In other words, EOLS declined to publish what they said they would, which is consistent with what I posited in #msg-173201637.
I stand by everything I said in the above-linked post. To re-iterate: Double-dose Jeuveau is a gimmick; it won't move the needle for Jeuveau to any material degree.
So far C has been right on his calls re AAPL and NVDA: Buy at a lower price(whatever that price is), hold and do not sell(unless you bought at the all time high and need a tax loss). I will abide by that recommendation.
He stuck a Pitchfork in AMRN last year: “Too speculative, stay away, do not buy.” He may now be missing a recovery with Amarin’s Vascepa now approved and reimbursed in all Canadian provinces; approved in China, Australia and New Zealand; approved by EU(EMEA) with reimbursement in UK, SPAIN, and being negotiated in remaining countries of EU; FDA approved in U.S., with patient’s insurance permitting Amarin to maintain a 57% market share against 5-6 generics who have no sANDA approved by FDA for Vascepa treatment of the much broader CVD indication. Take a look at the posters/abstracts featuring Vascepa that were presented at ACC earlier this month.
Ahhh Thx . I had pitched UNCY some time ago . Reduced my position today as stock sold off on almost 3 X normal vol , after a presentation .
Not something I like to see .
Will hold remainder thru to data readout in June.
Kiwi
Pigs get fed, hogs get slaughtered
I wonder if she’ll adhere to privacy agreements customers initially signed up for after it becomes a private company?
Part of their sales pitch was that you could agree to share your genetic data anonymously with scientists in order to advance research. In my opinion, their lax security practices breached the privacy assurances that explicitly went along with that altruistic agreement.
Data mining is great for medical research, but is even more valuable to advertisers willing to sell anything under the sun if they can target the right (or most vulnerable) audience.
RZLT. ..follow up to my Feb 20th pitch
My guess is that they have completed the P 2 DME trial and will publish results in May 2024 .
I'm up over 100% on this position so have sold half (. Ala bulls make $ but pigs get slaughtered ...or something to that effect )
Will hold the remaining 50% thru read out .
Kiwi
Dew. thx for the update re Parkinson's
Kiwi
You've really worked yourself into a corner. RVNC has 6 months with 2 points of improvement. EOLS has 6 months with 1 point improvement. I know you got burned on RVNC but it's a shame you've turned into a RVNCQ clown who jumps on every opportunity to spread FUD.
VIR adds two luminaries to BoD:
https://www.businesswire.com/news/home/20240418098064/en
The capsule bios in the PR speak for themselves.
vinny
CERE—(being acquired by ABBV)—reports phase-3 Parkinson’s data:
https://www.globenewswire.com/news-release/2024/04/18/2865216/0/en/Cerevel-Therapeutics-Announces-Positive-Topline-Results-for-Tavapadon-in-Phase-3-Adjunctive-Trial-for-People-Living-with-Parkinson-s-Disease.html
23andMe probably getting acquired by CEO/founder, Anne Wojcicki:
https://www.globenewswire.com/news-release/2024/04/18/2865332/0/en/23andMe-announces-CEO-s-intention-to-pursue-a-potential-take-private.html
https://www.sec.gov/Archives/edgar/data/1804591/000134100424000072/sc13da1.htm
Vinny
EOLS: looks like the market is not as dumb as jbog 🤣
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