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@intimepk "Current holdings and 6-mo PTs: $DLO 20; $FTAI 180+; $VLTLF 1.00+; $GLNG 70; $FIP 13+; $TMDX 150; $MDNAF 5; $VKTX 70; $GLSI 70; $QURE 70; $MREO 7"
@intimepk on X 2025-07-21 21:35:33 UTC XX followers, 2704 engagements

"$QURE down this morning on $REPL's CRL. I'm not familiar enough with REPL's trial and patient pop/disease. $CAPR also received CRL recently in my opinion on a low N. N for QURE higher than CAPR (though not by much) and without the heterogeneity of REPL's - if you grok the details QURE's is very clean in comparison. Bottom line this CBER is getting tough to read/predict. They roadshow "we don't even need long trials" and then deny breakthrough designated drugs and go against their own guidance"
@intimepk on X 2025-07-22 12:32:57 UTC XX followers, 1261 engagements