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EGRX
This was once a ticker of (some) interest on the board.
RVNC
JNJ
https://endpts.com/jj-folds-cardiovascular-and-metabolic-drug-unit/
Pumpkin spice season is here.
Is the rumor true that Foley is planning to go to a Halloween party disguised as a competent CEO?
Novavax reduces viral load by 2.78 log10, while the Moderna vaccine was 2.12. The log10 scale is 10x for each step, indicating Moderna reduces viral load by just over 100x, and Novavax reduces viral load by over 600x. No significant reductions seen for others. pic.twitter.com/gMepaVZkr4
— Daniel Park (@Daniel_E_Park) September 14, 2024
SMMT
The #WCLC24 late-breaker you've all been waiting for: Akeso's Harmoni-2 trial of $SMMT ivonescimab in 1L PD-L1 ≥1% NSCLC, vs $MRK Keytruda. Via Caicun Zhou pic.twitter.com/wDEkS1Z6PS
— Jacob Plieth (@JacobPlieth) September 8, 2024
RVNC
On the conference call they noted that, in writing, they had confirmation that sham is not recommended, that it does not constitute complete masking, it can introduce bias, and that studies using sham will be subject to review.
Starting at 17:45ish of the call. https://ocutx.gcs-web.com/events/event-details/q2-2024-ocular-therapeutix-inc-earnings-conference-call
Of course that is still mostly just words. EYPT (for example) just has a bit more risk from masking that could (but probably won't) affect the potential approval process.
Descriptive.
They do have P1 ADC trials ongoing:
https://clinicaltrials.gov/study/NCT03575819?cond=PROSTATE%20CANCER&term=for46&rank=1
https://clinicaltrials.gov/study/NCT05011188?cond=PROSTATE%20CANCER&term=for46&rank=2
Doesn't make them look like more than a shell though.
OCUL
announces first patients enrolled in SOL-R
https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-announces-first-patients-enrolled-phase-3/
$IMNN "Let's just sneak into the last page of the deck that all the numbers are not stat sig"https://t.co/bMhZOLWGES pic.twitter.com/VrRSslwZs8
— Michelle Solly (@MSollender) July 30, 2024
XBI - pretty much sums it up (although the stocks I own should be up, lol)
https://x.com/RodriGo_ethe/status/1813290482652647555/photo/1
PFE & etc
An heir to paxlovid
Covid is certainly killing and disabling a lot of people, but just because a disease kills and disables a lot of people doesn't mean that it's easy to prove that a drug reduces death or disability from that disease.
— Matthew Herper (@matthewherper) July 12, 2024
It really looked as if Shionogi's antiviral might be a better…
OCUL
Additional details re second comparator arm
https://x.com/Quantumup1/status/1811750181647393110/photo/1
OCUL
Study to Evaluate the Efficacy and Safety of Intravitreal OTX-TKI (Axitinib Implant) in Subjects With Neovascular Age- Related Macular Degeneration
(Sol-R)
https://clinicaltrials.gov/study/NCT06495918
In the case of EYPT, bioerodible.
If I get a burger from a drive thru - the burger is mostly bioabsorbable through digestion but the packaging, which may be biodegradable, would be hard or impossible to digest.
They may all technically be a form of biodegradable, but when asked to compare a 'canister' to something 'biodegradable' all that comes to mind is a landfill, lol. [eom]
Pretty sure biodegradable isn't the term you want.
Wiki:
OCUL/EYPT redux
OCUL clarification
Just want to clear up a misconception or two.
OCUL never ran a P2 trial, although the US P1 was run like a very small P2 as all the dose finding, etc, had been done in the Australia P1. So there really is no direct way to compare the results to the EYPT P2.
One key difference in the trials, EYPT giving the implant at the same time as a third loading dose; OCUL had a fairly random lead-in that did not align all participants precisely and gave a 2mg Eylea dose to the study arm 4 weeks after the implant.
EYPT: Information clean-up.
EYPT
jbog
You left out the part of the quote where I attributed that as what I heard someone else was saying. [eos]
What I hear you saying is that you want RVNC to match the growth rate of a well functioning company, given Daxxy is a superior aesthetic. Yes, they should be able to grow faster starting from a lower market share. Low hanging fruit. I get that. Growth rate is faster from nothing.
My point is that whether one or the other is inferior and by how much is irrelevant to your argument. Even if they were roughly the same, your comparison would have the same validity from the growth rate perspective.
My point is that you need to see RVNC operating better, and if you say that Daxxy is vastly superior and that supports sales, then matching growth rate from a lower share doesn't tell me they are operating well.