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@plainyogurt21 "@houndcl @realchinesespy $MBX and $SRRK have given me brain damage this year"
X Link @plainyogurt21 2025-10-14T23:43Z 4868 followers, XXX engagements

"@PCM_bio @masonat7 @SnupSnus @PersimmonTI Oral PCSK9 only potential competition d/t eligibility constraints for Lp(a). Isolated LDL effects of PCSK9 and oral nature of obi. Oral drugs = PCP can use it easier. Selling point on AD matters for patients. (the number of pts who don't want lipitor cuz of 🧠 effects is odd)"
X Link @plainyogurt21 2025-10-14T22:30Z 4867 followers, XXX engagements

"@BayAreaBiotechI Here's the PK data I could find out there"
X Link @plainyogurt21 2025-10-15T02:58Z 4867 followers, XXX engagements

"@peter_mantas $nrix is there a specific reason you think better than beigene"
X Link @plainyogurt21 2025-10-03T10:39Z 4867 followers, XXX engagements

"@ExpatDave34 @svix_enjoyoor $UTHR CEO has made a huge difference in a lot of people's lives personally inspired by her daughter's diagnosis. Yes recent actions favor UTHR vs competition but she built (in part) the PAH market"
X Link @plainyogurt21 2025-10-09T16:50Z 4868 followers, XX engagements

"$FBRX $ANAB Based on that PK data and teh IC50 data from the ANAB presentation here's the numbers I get for 3mg/kg Cmax 100ug/ML Ctrough 60ug/ML = 400nM IC90 = 300-1000nm for T cells (CD8 and CD4). This get's close on low dose. And the SC formulation in the Phase X study is up to XXX mg/kg (makes some sense due to volume limits in injections) Tha low dose is borderline the phase 2b. THe subcu dosing doesn't have MAD data on PK nor does it specifify dosing in the phase 2b. We can plug in whatever numbers and thats approximately true. I want to see more PK and PD data from them to be certain"
X Link @plainyogurt21 2025-10-15T03:32Z 4868 followers, 1488 engagements

"$NVO $FULC NDEC trial Over enrolled and completed July 2025. May see results ASh 2025 later this year"
X Link @plainyogurt21 2025-10-15T14:24Z 4868 followers, 1551 engagements

"@lfholt @Sanctuary_Bio @MBbiotech Dont know much but anytime its phase X data worth 1b I get a little skittish on valuation"
X Link @plainyogurt21 2025-10-04T11:03Z 4860 followers, XXX engagements

"@PCM_bio @masonat7 @SnupSnus @PersimmonTI Okay we agree completely then. My target acquirer was actually Pfizer. CV presence without next gen approach. Maybe a Bayer"
X Link @plainyogurt21 2025-10-14T22:49Z 4867 followers, XXX engagements

"$FBRX kinda cooked based on worse PK binding. (IV dosing)"
X Link @plainyogurt21 2025-10-14T20:47Z 4868 followers, 4460 engagements

"@Banana_Oncology problem is that PALI wont have any more data for XXX years in UC"
X Link @plainyogurt21 2025-10-07T15:15Z 4868 followers, 1179 engagements

"$SPY: XX% $XBI: X% $ARKK: XX% $BTC: XX% Biotech remains and will always remain a stock pickers market. If you're feeling FOMO today or in the last few months just know these opportunities happen EVERY YEAR. OVER AND OVER. Nature of biotech"
X Link @plainyogurt21 2025-09-24T20:38Z 4868 followers, 6180 engagements

"idk what that means - This paper has 66M added to sildenafil patients in cpcph. PVR was X not representative. Basic question for most people is safety after teh volenrelaxin data: do you think it's safe to be giving this for long periods of time Further with AZN drug do you think they advance it to P3"
X Link @plainyogurt21 2025-10-08T22:33Z 4861 followers, XXX engagements

"@MattBiotech improvements in fatigue" - where do you see that it's better on fatigue @EpochSwing had a good opinion here: and it's bold of you to assume they can get competent management. It's just a hard sell it seems"
X Link @plainyogurt21 2025-10-15T19:34Z 4868 followers, XXX engagements