Robert Toczycki, JD/MBA. Patent attorney & independent biotech analyst. Author of the BioBoyScout RNAi white papers. Builder of biotech valuation tools. Chicago
Joined February 2015
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BioBoyScout retweeted
Probably the last time $ARWR will ever offer straight equity. Could see the convertible debt getting rolled out to a higher strike in a few years. But 2 other things are clear: 1. JPM got the business ahead of their namesake conference. 2. GS, MS & Leerink did not and never will.
BioBoyScout retweeted
Great to connect with the community at #TIDESEU in Basel last week. Gerard Platenburg, our Chief Scientific Officer, presented on translating #Axiomer RNA Editing science into targeted CNS applications.
Check out the presentation here: bit.ly/3K2y927
#RNAEditing
BioBoyScout retweeted
$ARWR JUST WOW!
Arrowhead Pharmaceuticals Presents Preclinical Data on ARO-ALK7 for Treatment of Obesity
James Hamilton, M.D., MBA, Chief Medical Officer and Head of R&D. “In preclinical studies in rodents and non-human primates, ARO-ALK7 demonstrated dose-dependent and durable reductions in ALK7 mRNA expression in adipose tissue. Pharmacological studies in diet-induced obese mouse models demonstrate that ALK7 silencing in adipose tissue led to improved body composition, with an approximate 50% reduction in fat mass with preservation of lean mass. Furthermore, co-treatment of tirzepatide, a GLP-1/GIP receptor co-agonist, with ALK7 siRNA enhanced the therapeutic benefits versus tirzepatide monotherapy, with additive effects on body weight and fat mass reduction while ameliorating the significant loss of lean mass associated with tirzepatide monotherapy. Lastly, body fat loss in mice with ALK7 silencing was attributed to increased energy expenditure and lipolysis without a change in food intake, suggesting that the effect was due to fat being metabolized as opposed to caloric reduction.”
ir.arrowheadpharma.com/news-…
BioBoyScout retweeted
Great study on plozasiran in PALISADE trial presented today #AHA24 and published in @CircAHA ahajournals.org/doi/10.1161/…
BioBoyScout retweeted
An RNAi renaissance is creating a new generation of startups…
“There’s an opportunity to create a whole new generation of RNAi therapeutics” biopharmadive.com/news/rnai-…
BioBoyScout retweeted
I hope $ARWR ir releases the news about the CVOT financing strategy/partner at an unannounced weekday and time, preferrably during stock market hours (2pm EST would be my choice). This random annoucement will catch everyone off guard esp shorts and propel the stock much higher as compared to releasing the news on a highly anticipated event like earnings day or some conference while the market is closed
BioBoyScout retweeted
$ARWR signs signs everywhere 👇. Retail disinterest. Institutions adding every quarter while keeping a fake lid on the price via their sell side mouthpieces. Who is buying $DYN at a $2.7B~ mkt cap when you can get a very similar vertical at $ARWR basically for free?
BioBoyScout retweeted
Reading this + reply/exchanges, look no further than $ARWR for your $’s. CEO reportedly said “no check big enough” a few yrs ago, stock hit, but co. building multi-platform juggernaut. He knew potential & is playing long game… compare pipeline to recent deals, $40B+ mc by ‘27?
BioBoyScout retweeted
$ARWR Here is @ArrowheadPharma 's balance sheet. NOT using the $250M Jefferies ATM at $60+ / share in the "Covid" days isn't something to brag about, but still, as they've never used it, if u think the next financing play is a secondary offering, you're not paying attention.
BioBoyScout retweeted
RNA Interference Therapy Targeting Apolipoprotein C-III in Hypertriglyceridemia | NEJM Evidence #plozasiran. Excellent reductions in #triglycerides even w Familial Chylomicronia Syndrome @nationallipid @ASPCardio evidence.nejm.org/doi/full/1…
BioBoyScout retweeted
We're excited to announce new data from our #cardiometabolic pipeline at #AHA2023. Join us on our webcast where we will discuss the progress and potential of our #RNAi therapeutic candidates. Learn more here: ir.arrowheadpharma.com/news-… $ARWR
BioBoyScout retweeted
I think the final summary of the $VERV data after consulting trusted other people in this space is the severe safety concern does not justify a therapy that has data only equal to other cheaper and safer PCSK9 anotbodies. Too much risk not enough efficacy.
BioBoyScout retweeted
Today we announced we’ll be presenting Phase 2 clinical data from our #cardiometabolic pipeline at the @American_Heart (AHA) Scientific Sessions 2023 from November 11-13. Learn more about our presentations here: ir.arrowheadpharma.com/news-… #AHA23 $ARWR
BioBoyScout retweeted
Today, we announced a new agreement that allows @GSK to advance the clinical development and commercialization of our asset for chronic #HepatitisB. Learn more here: ir.arrowheadpharma.com/news-…
