biogenius

@Urodoc
So, do you recommend buying the stock?

@lcgrifon
Cell therapy is expensive. Delivery is complicated and is available in only big centers. The results are decent for blood cancer, but not so much for solid tumor. I look at cell therapy as one type of competing modalities, among others like engagers, oncolytics, SL etc.

I am ambivalent myself. On the one hand, it is a small company trying to sell against the pharma. On the other hand, the moa is a class of its own. Most severe COPD patients already have nebulizer equipment at home. Nebulizer delivery is easier than IV. I have taken profits, but will keep some just to see what happens.

Decent results, but, can it compete with Amgen?

The loss of GM was a major disappointment. We shall see what FTD holds.

Yes, oncology is complicate. That is why I try to stay away. With the 60% rise as I write. The company will/should do a secondary offering.

I agree, too much success has been priced in.

@Billowin
I mean the SPY went up 100 points in the last year in anticipation of lowering interest rate. My guess is that the index will come down because the interest rate is actually lowering.
JMTC

NTLA is going to cure HAE and that will the end of it.

With the ability to modify cognition and behavior, STK001 will have to be the treatment to go to, if approved. For seizure, LBPH is also a competitor.

I cannot over emphasize the importance of the 30 months vs 18 months shelf life of the product.

@sark2024
I agree, Suzetrigine will sell itself. Doctors/patients will be asking for it.

@Ventureshadow
I take Rabeprazole myself and it works well for me. What I find is that some food produce more heartburn and I try to avoid them. Another thing is that I find out that I get more heartburn if I am above a certain weight and so I try to keep my weight below that threshold. I wasn't joking when I said GLP1 agonist may well be the solution.

Thank you for the well written article with discussion of the competitors. I am long and is underwater. I hope FDA will accept and grant accelerated approval. Oncolytics is not main stream and like you said, can be a hard sell.

Anti-cd20 is going to continue to dominate.

This author's article is always a good read. Using cell to treat B cell disease was popular when the company did the second raise. I am not sure if it is as popular now. Other than CGEM and Amgen, I am not sure if there are many CD3/CD19 engagers. CART is more common, the 2 that comes to mind are CABA and KYTX. I suppose engagers have the advantage of easy repeating dosages. Also, even though the original CART for autoimmune disease was a cd19, there is no reason why one cannot try a CD20. Any other cells like NK or gamma delta T can be tried too. I am surprised Amgen has not done trials with blincyto for autoimmune disease.

@InvestorRelationsTRT
Treating BP, sugar and cholesterol (so call silent killers) let non-obese people live into the 90s. Now that we can treat obesity, those obese people can turn into non-obese and live into the 90s too.

In the near term, the bet is the binary event of whether FDA will grant the drug full approval. The fact that the sp is down reflects a negative market sentiment. In other words, the risk/reward ratio is comparable.

There is no reason why urologist cannot use BCG for intermediate risk cancer. The advantage of the company is that it already has a product in the urology market. Only time can tell.

@RickinMiami
Can you explain? Is the result good or bad?