alive and kicking
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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?
EXEL authorizes $550M share buyback for remainder of 2023:
To me, as a trained virologist who is currently working in virology and spent most of 2020 and 2021 on COVID work, the idea that COVID-19 didn't come from a lab beggars belief. This is independent of political leanings as mine are definitely not those of politicians promoting the lab leak theory.
It's really quite simple statistics -- the chance of a new and highly virulent virus emerging independently *in the same city* that houses a lab studying coronaviruses is almost impossibly low.
Keep trying. Better yet, stop.
Predicting the animal hosts of coronaviruses from compositional biases of spike protein and whole genome sequences through machine learning
You can make probabilistic arguments about codon usage all you like, but you are missing the elephant in the room. If it was an engineered virus with a few changes, then the parent virus would be well known. We don’t know about any such beast so spew your conspiracy theories all you like.
As far as which ARG codon is common in coronaviruses, it depends on the virus and the host. The virus would adapt to the host and we don’t know the natural host (i.e. the animal reservoir) so your probabilistic argument is meaningless.
Codon usage changes naturally in viruses, including in SARS-Cov2. Strong preference isn't an absolute
https://www.sciencedirect.com/science/article/pii/S0042682222000186?casa_token=O9xG3w4PuzEAAAAA:DOkygd727KXfP1hlHe2b8CnlXOpjs3bK1m0as9BfieCCmfedYzAot9O_c6nAQvbxtpfHs5PELw
As for the supposed "smoking gun", the Furin cleavage site..., the title of the linked paper is
SARS-CoV-2 furin cleavage site was not engineered
Nope.
From listening to the FDA adcomm on Paxlovid today it’s evident that clinicians desperately want an oral COVID antiviral that’s better and safer (fewer DDIs) than Paxlovid.
POS couldn't hold 19, or 18. Won't hold 17 and will head much lower. Same old story!
Enzolytics has One that is Less toxic with no side effects.
No but that's my point. Sometimes a flawed drug can dominate the market.
The irony here is Tamiflu is also a crappy drug.
I'd be suspicious of that 13k number considering the CDC is only reporting 34k cases a week.
I suspect you will say a massive dropoff in sales in 2023, both as COVID rates decline and as insurance companies become much more stringent about when it can be prescribed.
SGEN’s prospects are not strongly tied to combination treatments with I-O agents, IMO. Rather, I see the expansion of SGEN into many new cancer indications based on the simple proposition that ADCs will supersede traditional chemotherapy in many settings where traditional chemo is still the SoC.
I sold SGEN a while ago under 100 dollars :(
Congratulations, Vin! You have done quite well over the years owning ADC companies, as far as I can tell.
I meant to say Congrats, but also that you can grab the money and go, since it’s a cash deal that won’t close for quite a while,
Successful investing calls for the appropriate identification of overpriced stocks and correctly priced stocks. However, in practice, overhyped toxic stocks and fairly priced stocks are intermixed in the marketplace in such a way that it becomes difficult to distinguish between them. Investors who can correctly spot overpriced stocks and shun them at the right time are the ones likely to make a profit. Usually, toxic stocks are fraught with huge debt loads and are susceptible to external shocks. Also, the unjustifiably high price of toxic stocks is short-lived as the intrinsic value of these stocks is less than their current price. Quite naturally, if you own such toxic stocks for a long period of time, you are sure to incur a huge loss of wealth. Illumina Inc ILMN, Lantronix, Inc. LTRX, Bentley Systems Incorporated BSY and Avid Bioservices, Inc. CDMO are a few such toxic stocks.
PFE to buy SGEN for $43 billion, $229/sh
Biden’s proposal to allow Medicare to set prices for drugs (both biologics and small molecule) after only five years on the market is DoA as long as Republicans control the House, IMO.
OT I know everyone says this is a unique/ regional issue but I can’t help but look at my accounts to see where I’m over the FDIC / SIPC limit. The latter is a particular challenge.
I bought more CDMO at $13.50.
I may be stupid but I bought a little more RVNC at $28.88 and ENTA at $44.4
Thanks.
Did someone give the biotech sell signal?
Dewophile, this has nothing to do with your post but I accidentally double posted so thought I might as well use it to say something else.
RVNC continues to drop and if it goes below $30 I will buy more.
Dewophile, thanks for the correction. While not as good as phase I data, preclinical data indicating mitigation of Covid rebound would be a nice positive tidbit for ENTA.
Let it drop more so I can buy share at a discount.
To be clear, I meant I bailed after that trial failed. I took my financial lumps.
ENTA to present on March 14 & 15 at the International Conference on antiviral research. Abstract 21 is the EDP-235 data in ferrets showing the blocking transmission to others in close quarters, which we had seen. Abstract 523 says EDP-235 has the potential to mitigate viral rebound in Covid 19 patients. I don't recall hearing this before so it may be new data form the phase I trial.
https://finance.yahoo.com/news/enanta-pharmaceuticals-present-data-edp-135100715.html
ENTA to present on March 14 and March15 at the International Conference on antiviral research. Abstract 21 is the EDP-235 data in ferrets showing the blocking transmission to others in close quarters, which we had seen. Abstract 523 says EDP-235 has the potential to mitigate viral rebound in Covid 19 patients. I don't recall hearing this before so it may be new data form the phase I trial.
https://finance.yahoo.com/news/enanta-pharmaceuticals-present-data-edp-135100715.html