Biotech trader/investor with a focus on nucleic acid-based and -targeted biotech. Fiercely independent. https://xitter.cf/t.co/dfLqOuH7Uh

Germany
Joined November 2011
It was a great honour to present the results of the phase 3 INTerpath-001 clinical trial at the #ESMO26 Congress in Madrid. This international trial included 1137 patients, across 157 sites, whose melanoma had been surgically removed, but who were at very high risk of it returning. The trial showed adding #intismeran autogene, an mRNA based individualised neoantigen therapy, to pembrolizumab reduced the risk of recurrence or death by 42%. This is the first phase 3 study to show that a treatment built from the unique ‘fingerprint’ of a patient’s own tumour can reduce the risk of recurrence or death from cancer. That fingerprint is read by sequencing the tumour, then a ‘wanted poster’ of the cancer is made as mRNA, showing the immune system exactly what to look for and attack. Having succeeded in melanoma, this proof of concept could mark the beginning of a foundational shift in how we treat cancer. Read more >melanoma.org.au/news/persona… A huge thank you to all patients and teams involved. @myESMO @Sydney_Uni @syd_health @Science_Academy @AAHMS_health @FulbrightAUS @NthSydHealth @ausoftheyear
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Dirk Haussecker retweeted
Seven hundred and fifty eight subjects received a personalized mRNA, not one of which was described in an IND. Each made in 4 weeks from tumor biopsy. The process is the product. Hello personal CRISPR cures.
Today we announced detailed positive results from the Phase 3 INTerpath-001 study evaluating intismeran autogene (mRNA-4157 or V940), an investigational mRNA-based individualized neoantigen therapy, in combination with KEYTRUDA® (pembrolizumab), @Merck's anti-PD-1 therapy, in patients with high-risk melanoma (stage IIB-IV) following complete resection. These late-breaking results will be presented during a Presidential Symposium at the 2026 European Society for Medical Oncology (@myESMO) Congress. Read more: feeds.issuerdirect.com/news-…
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$GILD what we are seeing here is a mad dash to close China deals that have been under discussion before new rules could stop them.
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Great 60% htt knockdown at single doses already. Uses intrathecal delivery, so striatal knockdown for this exon1-targeter could be modest and complementary with $QURE's striatal delivery. $ALNY $ARWR
Super exciting results, including Exon 1 knockdown, in Huntington’s Disease!
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$MRNA shorts celebrating that the mRNA cancer vaccine is unexciting. I have a feeling this is a bit premature and they may wake up tomorrow to a nightmare scenario. 0.42 and 0.5 are very meaningful HRs in a setting where most patient have not had a recurrence by 6 months.
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Covered and now trying to go long....because HR of 0.42 after 6 months. Now that would even impress @A_May_MD $MRNA feeds.issuerdirect.com/news-…
Today we announced detailed positive results from the Phase 3 INTerpath-001 study evaluating intismeran autogene (mRNA-4157 or V940), an investigational mRNA-based individualized neoantigen therapy, in combination with KEYTRUDA® (pembrolizumab), @Merck's anti-PD-1 therapy, in patients with high-risk melanoma (stage IIB-IV) following complete resection. These late-breaking results will be presented during a Presidential Symposium at the 2026 European Society for Medical Oncology (@myESMO) Congress. Read more: feeds.issuerdirect.com/news-…
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$mrna billions lost because of a leak. Absurd.
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$mrna this is a real scenario: the short cabal was still chilling on the beach getting ready to put on the squeeze on Monday....but then results leaked and they were caught with pants down.
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$mrna stock seems down on DMFS decay from phase 2, but phase 2 counts were quite small, so p2 RFS numbers more robust.
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$mrna data disappeared. Options writers in tears. I don't believe in such coincidences.
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$mrna so $450 if results come in slightly worse than phase 2, $150 downside if HR 0.8 or less. Nicely framed by the ANALysts. Monday should be a volatile day for biotech. Extra points: which stocks are most exposed if specialist funds that are sig short $MRNA blow up on Monday?
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I thought $450 on HR of 0.58. Were the analysts serious or leading retail off the cliff? $MRNA
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$KRRO unprecedented (preclinical) RNAedting efficacy data. AATD could make this company big, similar to $ALNY, then they need to solve Alzheimer's with ApoE. $beam $PRQR finance.yahoo.com/healthcare…
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China's coming for $ABVX!!! $lly would rather do a $1B deal with Hengrui than pay $15B for $ABVX. We need to be real, numbers dont lie.
#ACG2026: 🇨🇳Hengrui’s Oral miR-124 Modulator HRS-7085 Shows Promising Phase 2 Interim Results in Ulcerative Colitis HRS-7085 is an oral small-molecule miR-124 modulator. HRS-7085-201 trial (NCT07229950) comprises a randomized, double-blind Part 1 and an open-label Part 2. Part 1 randomized patients 2:2:1 to: - HRS-7085 10 mg BID, titrated from 5 mg BID for 7 days; - HRS-7085 20 mg BID, titrated from 5 mg BID to 10 mg BID and then 20 mg BID; - Placebo. Interim analysis: At Week 8, complete efficacy assessments were available for 6 placebo-treated patients, 11 patients receiving 10 mg BID and 9 receiving 20 mg BID. The HRS-7085 groups had a higher proportion of patients with a baseline endoscopic subscore of 3—72.7% in the 10 mg BID group and 75.0% in the 20 mg BID group, versus 42.9% with placebo At Week 8, mean changes in fecal calprotectin from baseline were: - HRS-7085 10 mg BID: −302.0 mg/kg - HRS-7085 20 mg BID: −143.0 mg/kg - Placebo: +227.8 mg/kg TEAEs were predominantly mild to moderate across the three groups.
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It took a dirty ASO to make real progress against #HBV. The clean RNAi alternatives are not as effective. The paragraphs below say it all. $IONS $ARWR $ABUS fda.gov/news-events/press-an…
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$PEPG rallying into position for the critical November read-out. Longer-term, the best DM1 drug may be a repeat-disruptor similar to $PEPG's, but that also crosses the BBB (which $DYN probably does).
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$XBI remember, the most ferocious rallies happen during bear markets. At least it is not a straight line down this time, so some trading opportunities IMO.
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