[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@BlaseBio](/creator/twitter/BlaseBio) "$SRPT seems like they have FDA teflon - $400M annual cost savings XX% RIF (500 employees) - $513M in 2Q25 revenues - Black box warning for ELEVIDYS - additional prophylactic immunosuppression for non-ambulant patients"  [@BlaseBio](/creator/x/BlaseBio) on [X](/post/tweet/1945575838738501764) 2025-07-16 20:06:41 UTC XXX followers, 1157 engagements "Definitely a bit shocked by the $REPL CRL. Would love to know if there's something that was wrong with the data/trial because a blank rejection seems harsh in light of $IOVA trial and the unmet need. I think people saying this won't have industry-wide impacts are naive"  [@BlaseBio](/creator/x/BlaseBio) on [X](/post/tweet/1947650154791571502) 2025-07-22 13:29:17 UTC XXX followers, 1974 engagements "@IC50_cent In a world where this is true what are the issues with REPL's current confirmatory trial I'd love to be proven wrong here- because it would show there's an issue with the data not the FDA but I can't really find a coherent argument"  [@BlaseBio](/creator/x/BlaseBio) on [X](/post/tweet/1947680657024466974) 2025-07-22 15:30:29 UTC XXX followers, XXX engagements "@IC50_cent I'm not sure that's a fair comparison though. Most pts were treated with pd-1 mono and there's a far less stringent definition of progression (pts who progress anytime versus progress while on PD-1). High skew towards superficial/injectable is fair but is that CRL worthy"  [@BlaseBio](/creator/x/BlaseBio) on [X](/post/tweet/1947657659848478899) 2025-07-22 13:59:06 UTC XXX followers, XXX engagements "@Sanctuary_Bio @AaronRosenblum5 @lipa0902 @houndcl Sure. but DLBCL is a setting where a control arm makes significantly more sense. They can ask $REPL to wait for median OS but it's clearly better than current salvage therapies"  [@BlaseBio](/creator/x/BlaseBio) on [X](/post/tweet/1943408245231530389) 2025-07-10 20:33:27 UTC XXX followers, XXX engagements "Glad to see $BFRI gain some traction. Constantly growing revenues and now they've cut their royalty by over half. Huge market opportunity reimbursement advantage and continued growth. Cash has been the issue- but they just raised and will be able to hit breakeven faster"  [@BlaseBio](/creator/x/BlaseBio) on [X](/post/tweet/1942656515002749275) 2025-07-08 18:46:20 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BlaseBio
"$SRPT seems like they have FDA teflon - $400M annual cost savings XX% RIF (500 employees) - $513M in 2Q25 revenues - Black box warning for ELEVIDYS - additional prophylactic immunosuppression for non-ambulant patients" @BlaseBio on X 2025-07-16 20:06:41 UTC XXX followers, 1157 engagements
"Definitely a bit shocked by the $REPL CRL. Would love to know if there's something that was wrong with the data/trial because a blank rejection seems harsh in light of $IOVA trial and the unmet need. I think people saying this won't have industry-wide impacts are naive" @BlaseBio on X 2025-07-22 13:29:17 UTC XXX followers, 1974 engagements
"@IC50_cent In a world where this is true what are the issues with REPL's current confirmatory trial I'd love to be proven wrong here- because it would show there's an issue with the data not the FDA but I can't really find a coherent argument" @BlaseBio on X 2025-07-22 15:30:29 UTC XXX followers, XXX engagements
"@IC50_cent I'm not sure that's a fair comparison though. Most pts were treated with pd-1 mono and there's a far less stringent definition of progression (pts who progress anytime versus progress while on PD-1). High skew towards superficial/injectable is fair but is that CRL worthy" @BlaseBio on X 2025-07-22 13:59:06 UTC XXX followers, XXX engagements
"@Sanctuary_Bio @AaronRosenblum5 @lipa0902 @houndcl Sure. but DLBCL is a setting where a control arm makes significantly more sense. They can ask $REPL to wait for median OS but it's clearly better than current salvage therapies" @BlaseBio on X 2025-07-10 20:33:27 UTC XXX followers, XXX engagements
"Glad to see $BFRI gain some traction. Constantly growing revenues and now they've cut their royalty by over half. Huge market opportunity reimbursement advantage and continued growth. Cash has been the issue- but they just raised and will be able to hit breakeven faster" @BlaseBio on X 2025-07-08 18:46:20 UTC XXX followers, XXX engagements
/creator/twitter::1732524307119562752/posts