alive and kicking
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A derm came in yahoo and mentioned RVNC terribly...
Yes, it has been discussed at considerable length. See, for instance, #msg-171073804 and the links embedded in that post.
Has this Jeuveau phase II study been discussed. They claim 6 months or longer Glabellar line improvement. Was this because they used a different, less stringent metric for improvement than RVNC? It seems to be a very small number of patients in the high dose arm and the metics seem vague as they lump together 1pt improvement or greater. No separation into effect of patients with severe wrinkles or with moderate wrinkles for each arm.
https://s29.q4cdn.com/603291515/files/doc_events/2023/Jan/30/updated/2023.01.30-analyst-call-extra-strength-phase-ii-study-interim-results-website.pdf
The May readout is in lower risk patients with covid where paxlovid failed to show a clinical benefit, so the market may be uneasy about the upcoming readout. I continue to think good data in higher risk patients where paxlovid also showed benefit is enough to catapult the value of the drug because of it's better profile vs paxlovid, but I am keeping my expectations in check for the May data - safety and difference in viral load without necessarily better resolution of symptoms is my base case, and any benefit clinically would be a huge added bonus
ENTA took a big hit today. Given it occurred the same day that the Biden administration announcement that the government is ending the Covid emergency on May 11, that might spooked some people. Covid will be here a long time so there will be a continuing need for anti-Covid drugs, which hopefully will include EDP-235. Still, I would feel a lot better when the EDP-235 phase 2 data is released, well, only if it looks good.
https://www.cnn.com/2023/04/10/politics/covid-19-national-emergency-end-biden/index.html
Vin. I think he was answering my question which was therapeutic specific.
Looks like Biden's announcement that the government is ending the Covid emergency on May 11 might spooked some people. Sadly, Covid will be here a long time so there will be a continuing need for anti-Covid drugs, which hopefully will include EDP-235.
https://www.cnn.com/2023/04/10/politics/covid-19-national-emergency-end-biden/index.html
I just want to be clear I'm not an RVNC bear nor do I have any interest in shorting it.
There was just some discussion about why the stock is down and I like arguing.
Because they likely are ill enough to require quarterly visits anyway. These are unwell people:
I think that for most of these indications patients are going to be seeing their doctor quarterly anyway. So the value proposition here is simply less shots as opposed to fewer doctor visits.
Good to know, picked up
Some MORE In IRA sub $31
A person on the call said that they think investors are worried about reorders and that management sounded "guarded" about Q1.
RVNC down over 10% on zero news. That is life when you invest in Biotech. Is there some kind of rebalancing going on?
New PR and this POS is down!
I wonder if it's a little like Viking (VKTX). 11 months ago it was trading at $2.22;
$16.39 right now.
Well, I can dream, : )
ENTA's anti-RSV drugs EDP-323 gets fast track designation. The tortoise that is ENTA continues its painfully slow march towards success and profit for investors.
https://finance.yahoo.com/news/enanta-pharmaceuticals-receives-fda-fast-110000666.html
"We find that a live attenuated vaccine prevents virus replication" — so "this could be a game changer in controlling SARS-CoV-2 transmission."
Those were some very interesting trading times as there was a lot of uncertainty. Being invested in Enanta was like being in a small plane in storm; lots of rises and falls. : )
Let's review. Jake wrote this asinine comment.
I could find some advil in my medicine cabinet that would also not show inferiority to Paxlovid in today’s world.
Sure. It’s called seropositivity.
Ad Revenue dropped about 10% from ‘21 to ‘22. Where are you getting revenue figures for ‘23?
I find less opinions from celebrities a feature, not a bug.
Deflectors on maximum. Hey self-proclaimed expert, why don't you address your asinine comment? You ACTUALLY wrote the following.
I could find some advil in my medicine cabinet that would also not show inferiority to Paxlovid in today’s world.
It’s not going to beat placebo. The entire world is seropositive, no one here has addressed this. For prophylaxis, you have to beat placebo.
These aren’t controlled animal studies.
And they are expensive.
With all due respect- baseless and personal attacks won’t be tolerated here.
I could find some advil in my medicine cabinet that would also not show inferiority to Paxlovid in today’s world.
The cost of subscribing to Twitter is quite modest, but many people I've talked to won't do it because they don't want help Musk in any way.
It sure looks like the "super genius" Musk is doing all he can to destroy Twitter. He is doing that job extremely well.
Wile E. Musk, super genius.
Again- where is the animal efficacy data? They must have it.
I could find some advil in my medicine cabinet that would also not show inferiority to Paxlovid in today’s world.
This is why I believe it was a joke from the start. Safety as a primary for dose ranging in this indication at this time is absurd.
And on stat sig, unvax vs. vax: hope they enrolled in a third world country. There is just no chance. Not to mention seropositivity in the unvax pts!
However, I give PRDS credit for acknowledging failure and terminating the program, unlike what AVIR did after getting a bad phase-2 result in their own COVID program.
PRDS terminates COVID antiviral program—one fewer competitor for ENTA:
The data for the phase 2 trial of EDP-235 is idea a month of 2.
For me, the links don’t appear if I use the iHub app, but they do if I log in using a browser, Chrome, Firefox and Safari all work to display links on my iPhone.
I don't see the link either.
I can never see the links posted. Anyone know why?
What about negative recommendations? Has reading this board helped you avoid buying any biotech scams or losers?
40? Now 38. Look out below
Each platform has its strengths and weaknesses. Twitter gives you exposure to many more biotech investors and biotech gurus than you can get on this board, but Twitter is also rather awkward when it comes to having an in-depth discussion.
Like I've said, nothing ever change with this POS. I'm quite sure that once the anchor is released, the ship will crash onto the rocky shore!
The title of the article is "SARS-CoV-2 furin cleavage site was not engineered".
https://www.pnas.org/doi/10.1073/pnas.2211107119
I am confused about your comments regarding the Atlantic Article. Are you saying the data was pulled from the database or they access to the database was pulled? Are you saying the Gao paper was in Bioarchives (bioRxiv.org) as a preprint and they misused or misrepresented that data?
I agree that EXEL seems quite undervalued but as a longtime holder, i find the buyback announcement rather disappointing. Shouldn't a biotech R and D company have some better way to invest their cash?