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@bio_report
"The DMD community should just file suit against the FDA. First rejecting $CAPR heart therapy and now $SRPT. Everyone thought Vinay would do this when he came in and looking for any opportunity. He hates rare disease and the studies"
@bio_report on X 2025-07-19 14:24:39 UTC 1172 followers, 4060 engagements
"DMD community rallying around $SRPT and Elevidys. @US_FDA and @DrMakaryFDA should actually take some time out of rejecting rare disease drugs and actually talk to the rare disease community" @bio_report on X 2025-07-19 00:47:17 UTC 1175 followers, 1936 engagements
"@Acyn Dont they report to Trump. He acts like he has no connection to the DOJ or FBI" @bio_report on X 2025-07-22 02:56:16 UTC 1176 followers, XX engagements
"$CAPR @US_FDA has become a disgrace. Who the hell would want to work there. They can only attract people who cant make it in industry. Sad for rare disease" @bio_report on X 2025-07-11 13:55:00 UTC 1175 followers, 1260 engagements
"Welcome to the new @US_FDA. Joke organization $CAPR" @bio_report on X 2025-07-12 17:02:49 UTC 1175 followers, 9803 engagements
"@belowcashbuyer Think theres little chance they would have gone this direction unless they got the signal from FDA it was temporary. Easy exit ramp for everyone involved" @bio_report on X 2025-07-22 08:20:49 UTC 1176 followers, XXX engagements
"$SRPT not sure why down. Sounds like FDA has given them the signal they will work with them to update safety info for ambulatory in return for not embarrassing them and digging in for a fight. X weeks pause max is my guess" @bio_report on X 2025-07-21 23:54:36 UTC 1175 followers, 7756 engagements
"$MYGN just a reminder how silly the stock price is under $500M market cap. Last year it was multi-billion. Revenue 2025E $807-823M 2024 $837M 2023 $753M 2022 $678M 2021 $690M" @bio_report on X 2025-07-18 15:31:12 UTC 1175 followers, XXX engagements
"So $CAPR follows all @US_FDA guidance and Vinay fires everyone involved. Scraps the adcom a month before its supposed to happen because he knows KOLs would say approve it and then issues CRL. FDA treating rare disease like its a weight loss drug" @bio_report on X 2025-07-11 14:00:58 UTC 1175 followers, 4335 engagements
"$LMT write downs on programs are part of defense business. $NOC took a $500M write off last quarter on B21 program and although it dropped XX% it rapidly recovered" @bio_report on X 2025-07-23 07:20:55 UTC 1175 followers, XXX engagements
"$LMT X month low due to some one time charges this earnings. Seems like a buy" @bio_report on X 2025-07-22 15:26:24 UTC 1175 followers, XXX engagements
"Trumps tariffs really helping all those American car companies as promised. lol $GM" @bio_report on X 2025-07-22 14:49:11 UTC 1175 followers, XXX engagements
"Starting to think @US_FDA @DrMakaryFDA and sidekick Vinay just hate DMD patients $SRPT $CAPR" @bio_report on X 2025-07-19 00:24:37 UTC 1173 followers, 1638 engagements
"$LMT investors do realize these write downs dont impact FCF correct Seems like a big overreaction. $NOC had same last quarter and was for the most part brushed off" @bio_report on X 2025-07-22 19:02:33 UTC 1175 followers, XXX engagements
"@yaireinhorn @Sarepta @CNBC @angelicapeebles @CNBCFastMoney @SquawkCNBC @CNBCi Not sure how its the end of the company with a billion dollar Exon skipping business" @bio_report on X 2025-07-19 19:59:08 UTC 1166 followers, XXX engagements
"$PGY made a ton of money on this one but not going to hold into earnings" @bio_report on X 2025-07-22 15:29:25 UTC 1175 followers, XXX engagements
"@DrMakaryFDA FDA is becoming the ol boys club. Been a disaster start" @bio_report on X 2025-07-23 04:59:45 UTC 1175 followers, XX engagements
"$MDGL after a nice run always seems to have a 3-5% down day on low volume" @bio_report on X 2025-07-18 15:26:47 UTC 1175 followers, XXX engagements
"Biotech portfolio finally starting to turn around with $SRPT $AVDL $MDGL. Next up is $MYGN" @bio_report on X 2025-07-17 04:25:18 UTC 1175 followers, XXX engagements
"$LMT sounded like Lockheed on call in good position to play a major role in Golden Dome" @bio_report on X 2025-07-23 07:14:13 UTC 1175 followers, XXX engagements