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@biotechsanya2 "@JeremyFalmouth @BalaBioResearch its not worth the premium you have in $OCUL currently. And lol how will the debate end both products have the place in the market. Owning this after recent raise is nonsensical at least to me and I bought around $X this year out at $XXXXX they think too much of themselves"
X Link @biotechsanya2 2025-10-14T22:11Z XXX followers, XXX engagements

"$TRAW seems like an obvious play at these levels: Binary P2a readout for TRX01 which has a $5b/year TAM in Covid-19 mcap at $15mil and strong PK data from P1. Target: $1326 if P2 is successful; also is a wonderful run-up play. Will publish full report soon on Substack. If they fail this likely goes to $XXXX Disclosure: Im long TRAW; no compensation; opinion only; see bio"
X Link @biotechsanya2 2025-10-07T20:02Z XXX followers, 3423 engagements

"@BalaBioResearch it certainly isn't though. recent raise was very dilutive and completely unnecessary there is also $EYPT with an equivalent product trading at a XX% discount. not to mention how often $OCUL's managment insists upon itself rather than focusing on execution"
X Link @biotechsanya2 2025-10-14T21:04Z XXX followers, XXX engagements

"$OCUL managed to lose so much credibility recently that its honestly impressive in a way. also did mgmt ever explain the need to raise $450m or is this vibes based decision making $OCUL has to be at $6-8 for anyone to be even interested in them imho"
X Link @biotechsanya2 2025-10-14T20:38Z XXX followers, XXX engagements

"$IFRX-- I think the main question is: did Avacopan fail because of insufficient blockade on of C5aR OR because C5aR s not rate-limiting If INF904 is a better Avacopan it DOESN'T matter if the reason why Ava' failed is that C5aR blockade doesn't achieve anything due to TNF-a signalling; other "Ils" is what drives signalling-- if the case is that C5aR blockade (IFRX thinks they have a more potent Ava') IS sufficient this COULD be a win. I think the odds of this working are minimal as we know that X C5a inhibitors have already failed that being said there's a small chance this hits as this"
X Link @biotechsanya2 2025-10-15T22:21Z XXX followers, XXX engagements

"@StreetCred2017 Yes I am referring to Avas failed HS trial. Also interesting they have never tested this in CSU despite sort of similar ideation therein and pathways etc"
X Link @biotechsanya2 2025-10-15T22:32Z XXX followers, XX engagements