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@plainyogurt21 "$ALNY $BBIO and there we have it. Commercial policy from united healthcare requires prior ATTRUBY or VYNDA for using vutrisiran. Not a universal step edit but on the margins this cuts out a significant % of the population"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-06 15:28:39 UTC 4157 followers, 42.7K engagements

"$CGEM I think TCE can match CAR-T efficacy with the right design but this hedging is.bad. They're setting the bar at XX% response rates which is an L imo. if the safety is great would rather they up the dose a little for efficacy"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-06-22 13:26:14 UTC 4143 followers, 1556 engagements

"Maybe people are finally looking at $ELDN R &D day"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-14 16:04:35 UTC 4157 followers, 2332 engagements

"Yea drugs are goated but you ever own a stock predict a readout and it hits exactly. That's a real fucking drug"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-10 10:54:20 UTC 4143 followers, XXX engagements

"$STOK Some math on the Biogen Deal and I think it works out to about 800M in peak ROW sales 700M market cap 380M cash. assumes XX% PoS from Biogen side"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-12 17:00:41 UTC 4158 followers, 5159 engagements

"@Sanctuary_Bio @AppleHelix @stockblues @A_May_MD @Sports_bios @AndyBiotech How many people have made theses on the back of X paid Y for this company $RETA $CERE $GBT (Im guilty of this one)"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-06 20:00:16 UTC 4111 followers, XXX engagements

"Good post on $ABVX. It's odd because I don't agree with any of the bear theses but I still don't own. Takes guts to go long a XX% downside readout THe real bear argument is that induction isn't good enough to bridge their cash runway and the enrollment times signal potential issues"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-14 16:01:53 UTC 4157 followers, 5827 engagements

"PLEASE STOP SAYING WE DONT KNOW HOW ABVX WORKS. I dont get it just because we dont have perfect cytokine profiling and a genetic target doesnt mean we dont have a clue how it works. We developed many effective drugs before all the fancy tools We have an idea how it works"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-21 17:28:18 UTC 4158 followers, 3771 engagements

"Spent some time on $ABVX and a few thoughts 1) the drug is clearly active. YOu can't fake endoscopic responses in my opinion. THe drug works to induce some sort of real effect. 2) pretty certain the moa is via MiR-124 -STAT3 - inhibit TH17. Interestingly enough shifting the phenotype away from Th17 is likely how nicotine works to treat UC and why smokers are protected vs US 2a) the lack of effect on cytokines is fine actually. IL17 is the main th17 specific cytokine and they show an effect there. 3) I think the maintenance data is great but induction data is meh. They have to raise on"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-03 21:11:27 UTC 4151 followers, 6828 engagements

"$NAMS Underrated commercial bull thesis vs lp(a) and PCSK9 is type of doc for the patient. CETP can be used by PCP comfortable with orals and the billin while any injectable is handoff to the cardiology Further if they do reduce alzheimer's risk it's an easy sell"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-17 20:01:19 UTC 4158 followers, 2363 engagements

"@AB1001_disciple @DesertDweller93 When would alnylam be set for approval"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-17 14:39:10 UTC 4143 followers, XXX engagements

"For $ABVX to be up XXX% what is the remission rate needed"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-19 22:29:05 UTC 4158 followers, 9844 engagements

"Yes I did not enough of course. My X% position pales in comparison to the balls on the other bulls"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-22 22:21:44 UTC 4158 followers, 4599 engagements

"while we start ascribing too. much value to anecdotes here's a patient in $QURE Study: "I regret being part of the study.""
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-18 18:32:51 UTC 4158 followers, 8861 engagements

"$CAPR so you're telling me this is still worth 400M as we wait for the HOPE X results The company tried to push back the readout to get approval. Do you think it's positive"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-11 12:34:50 UTC 4108 followers, 4103 engagements

"$TECX $LLY $AZN. I think Volenrelaxin failed for two reasons. 1) wrong population. Acute decompensating HFpEF patients are not Group X PH. We had mixed evidence for relaxin in HF now we know it doesn't work. The renal selective vasodilation doesn't improve the mortality output enough 2) LARS as an endpoint is no bueno. I think this one is harder to grok. LARS is an echo endpoint a proxy for left atrial filling. Catheterization measures this a little more directly. Reducing volume overload should reduce LARS. but it's just a proxy. It's sown mixed results and the endpoint is noisy in HFpEF."
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-14 02:16:08 UTC 4157 followers, 4841 engagements

"Breaking down 20X turnarounds - acquisitions H/t @learnbiotech The potential common thread is some shitco with a bad readout then the stock price climbs about 4x before proof of concept trial readout and jumps on the PoC trial readout. Most companies are acquired once they disprove the major bear thesis whether commercial ($VRNA) or clinical phase 1/2 ($LBPH). I think it's a combination of 1) low expectations due to prior poor performance not IPOs. Some bad readout 2) a second act where investors are slow to recognize it 2a) potentially a bridge financing from reputable investors to try the"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-15 02:42:59 UTC 4157 followers, 11.1K engagements

"@A_May_MD I think the stat6 is the clear as day explanation. Picked up in a second and non obvious unless youve studied for step X and memorized how smoking makes UC better"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-21 18:13:08 UTC 4158 followers, 1134 engagements

"$LQDA $UTHR Interesting quirk here: Teton X is all US Teton X all ROW. TETON X reads out this year first. The ROW study started a year later and recruited faster. Could be an interesting scenario where Teton X is negative but TETON X is positive. Fibroneer Phase X study showed much higher (double the benefit) in asian patients. But TETON X only enrolls patient South america EU Taiwan. Wonder how much the SoC is different across geographies. Enrollment speed could be an indicator of excitement. EDIT: I think UTHR has ODD for X years in IPF. so not a catalyst for $LQDA. T/y to @bigpharmaguy"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-04 12:42:04 UTC 4157 followers, 3673 engagements

"Happened after RFK Makary Prasad marks Layoffs Now sarepta. round and round we go New CDER hire looks good. One drug doesn't make an industry. $XBI $BBC"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-21 23:36:08 UTC 4158 followers, 4113 engagements

"@houndcl @jeremyj0916 @A_May_MD The MoA is known It's stat3 targeting to prevent Th17 differentiation just like nicotine. and we've seen inklings of nicotine working better in the maintenance setting and gels with chronic dosing (i.e. smoking) as protective"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-21 01:07:49 UTC 4138 followers, XXX engagements

"@A_May_MD Been long $BBIO but tripling peak sales based on one KOL is wild"
@plainyogurt21 Avatar @plainyogurt21 on X 2025-07-15 00:06:01 UTC 4157 followers, 1365 engagements