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@mtheory11bio "@Jonny_fun_guy Just in terms of INFRONT-3 success I think $ALEC would get some credit for success by elevating PGRN in other indications thus validating the $XXX upfront they received from GSK. Im not as concerned about commercial prospects for this one indication while its trading at $3"
X Link @mtheory11bio 2025-10-07T18:05Z 5246 followers, XXX engagements

"$CRVS $KYMR Theres room for multiple winners in the oral AD space but this valuation gap is interesting"
X Link @mtheory11bio 2025-09-17T17:02Z 5246 followers, 4894 engagements

"1/ $ALEC reduced the number of patients for INFRONT-3 to 90-100 symptomatic patients vs the previous XXX total patients based on a blinded SSRE. They stated that the SSRE demonstrated the variability of disease progression is considerably less than their initial estimates"
X Link @mtheory11bio 2025-10-07T16:43Z 5246 followers, 2501 engagements

"$BHVN is interesting because would the FDA say haha j/k in a CRL if troriluzole hit X pre-specified primary and secondary endpoints in the RWE study that the FDA helped design"
X Link @mtheory11bio 2025-10-02T13:36Z 5243 followers, 9700 engagements

"Like the setup for $TECX as expectations are low heading into the HFrEF + $AZN Re-PHIRE readouts. The primary endpoint for Re-PHIRE is change in PVR vs pbo but w/ the inclusion of ipcPH patients (which have normal PVR) secondary endpoints and subgroups should be more important"
X Link @mtheory11bio 2025-10-15T14:53Z 5243 followers, 2786 engagements