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Biotech Investing - Genetic Medicine, Rare Disease, Translational Innovation, AI-Powered Target Discovery and Validation, Not Investment Advice

Joined June 2024
Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)Photo by GeneDoctor (@GeneDoctorB)
And the answer is: eplontersen mean KD 69%, median 76% (cardioTTRansform) vs. vutrisiran mean KD 81%, median 87% (HELIOS-B). Nucresiran will be even better in TRITON-CM!
Bottom line… NOT all “silencers” created equal!
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“The FDA official responded, “You all know that as background, I’m a professor and I’m a practicing [hematology-oncology] doctor. I do miss my clinic and I miss teaching, and I miss being able to run my podcast and speak freely.” statnews.com/2026/03/06/fda-…
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BRAVO!
We've unveiled our new five-year strategy and shared preliminary Q4 and FY2025 global net product revenues, 2026 pipeline goals and product sales outlook. Read the press release: bit.ly/4jxw4IU Join our live #JPM26 webcast tomorrow at 9 AM PT: bit.ly/4srb8ax
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GeneDoctor retweeted
For Alzheimer's disease, it's no longer a debate of amyloid (Aβ) versus tau. They are interactive drivers and this new, optimistic review maps out a path towards disease-halting therapies @CellCellPress cell.com/cell/fulltext/S0092…
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Super cool @zhangf!
Excited to share our new work on immune aging! We explored whether the liver could serve as a temporary "factory" to produce immune factors that decline with aging, potentially helping to rejuvenate aged immunity. @mircoscopy.
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“For decades, the U.S. has been the pinnacle of global science. Now experts fear it may have lost some of its luster, and that budding international researchers won’t… take their next career step in the U.S.” Not MAGA or MAHA.
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GeneDoctor retweeted
A discovery of a gene underpinning the perception of pain with implications for treating the chronic condition that affects 600 million people globally economist.com/science-and-te… nature.com/articles/s41586-0…
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GeneDoctor retweeted
$SGMO. Recalled $PFE handed $ROIV biotech gift of year in 2023, think they might do it again in 2025, this time for $SGMO. If both Fabry and HemoA deals go through for $SGMO, it could be a $10 stock.
Barclays: $SGMO says inbound interest for #HemoA GT program and would transfer the program from $PFE to new partner Hemo GT #UPDATE here likely #April #Fabry deal announcement likely in Q1 #competitive #bidding upfront payment ~ $250M , milestones and double digit royalties
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The biggest problem of Gene Editing & Gene therapy is delivery - how to deliver a genetic payload to the exact desired location. Here’s a great Infograph which shows which BioTech companies use Viral delivery methods (AAVs, LVs) compared to non-viral platforms (NLPs). $XBI
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Surrogate endpoints for potential #accelerated #approval viewed as much more straightforward for biologics, particularly #gene #therapies $SGMO FABRY $SRPT DMD $RGNX MPS
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