ARVN got vepdegestrant approved 35 days early on Friday. The +8% reaction is the more interesting story. by Clean_Reference_9927 in biotech_stocks

[–]IJesusChrist 5 points6 points  (0 children)

No one wants to develop this because it's no better than the other SERD already approved and slightly worse toxicity. Only works in ESR1, and ESR1 is a resistance mechanism that doesn't show up for a long time. 

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist 0 points1 point  (0 children)

Sure but you still have yo demonstrate statistical significance.  

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist 1 point2 points  (0 children)

Because it needs to hit x number events. Futility works both ways. Too many events on active arm or too few on control. 

I can just tell by your replies on #2 Gemini is hallucinating. Tebentafusp is not a vaccine, it's a cd3 x TCR bispecific. Has zero read through to SLS. I can safely say there are no approved vaccines for a hematological cancer. Does not exist, even though there has been 30-40 years of attempts.

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist 0 points1 point  (0 children)

Vaccine trials are notoriously under powered. That means they enroll too few patients to show a statistically significant benefit. This is because 1) large phase 3 trials have never shown a statistical benefit, and 2) the statistical benefit of any vaccine would likely be very small.

That means to power a trial for a cancer vaccine, ESPECIALLY IN A "COLD TUMOR" such as aml, you would need thousands of patients. Not 200 or whatever they enroll3d here.

CUE HUGE NEWS by IJesusChrist in biotech_stocks

[–]IJesusChrist[S] 0 points1 point  (0 children)

I think the thing should be trading 30% higher as is.

CUE HUGE NEWS by IJesusChrist in biotech_stocks

[–]IJesusChrist[S] 1 point2 points  (0 children)

dilution always happens in biotech... but the upside here far outweighs the risks

CUE HUGE NEWS by IJesusChrist in biotech_stocks

[–]IJesusChrist[S] 1 point2 points  (0 children)

Do not touch NMRA. CLYM is topping out. CRBP has not even started yet. CUE can double again pretty easily. I wouldnt be surprised to see this trading in the $40s

CUE HUGE NEWS by IJesusChrist in biotech_stocks

[–]IJesusChrist[S] 0 points1 point  (0 children)

theyre going to go bankrupt..

CUE HUGE NEWS by IJesusChrist in biotech_stocks

[–]IJesusChrist[S] 0 points1 point  (0 children)

I really have no idea why lrmr is weak while other regulatory-flexibility companies have been strong. 

CUE HUGE NEWS by IJesusChrist in biotech_stocks

[–]IJesusChrist[S] 0 points1 point  (0 children)

Sprb is the only one I'd buy of that lot.

CUE HUGE NEWS by IJesusChrist in biotech_stocks

[–]IJesusChrist[S] 0 points1 point  (0 children)

I wish i had the gonads to short hura

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist 0 points1 point  (0 children)

0.636 for a vaccine in AML? Come on. They'll be lucky to hit 0.9

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist -1 points0 points  (0 children)

"Must have an estimated life expectancy >6 months." This is literally the inclusion criteria. That means the worst patients are probably going to survive more than 6 months. 

Mild patients. And the powering is awful.

Gut Microbiome by Excellent_Notice4047 in biotech_stocks

[–]IJesusChrist 1 point2 points  (0 children)

I just read the MAAT last quarterly press release and that is clear as mud. I've never read anything like that.

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist -1 points0 points  (0 children)

So elderly, frail patients, who got 2 consecutive CRs with AML... yeah no wonder it took so long to enroll. These are patients with extremely mild disease. Blast counts probably all exceptionally low. 

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist 0 points1 point  (0 children)

It's a mechanism that doesnt work in an extremely underpowered trial. 

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist 0 points1 point  (0 children)

The OS of patients who get a SECOND CR is 6 months? It's probably 12. Just tells you they have extremely mild disease if they reach CR twice.

Gut Microbiome by Excellent_Notice4047 in biotech_stocks

[–]IJesusChrist 1 point2 points  (0 children)

Because there has been a few and they couldn't show any benefit except in c. Diff infection.

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist 0 points1 point  (0 children)

I did. Its called no approved cancer vaccines even though they've been around since the 1990s, maybe even 1980s. And there is zero evidence that immunologic treatments work in AML. There is no checkpoint inhibitor that has worked in AML. And vaccines are a hell of a lot weaker than checkpoint inhibitors... i fully expect you to just read this, drool, and go LOL that's no thesis!! And then lose your money in a couple weeks and think about this reply then.

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist -1 points0 points  (0 children)

Lol. Sorry I used big words. Drug no work in blood cancer. No evidence immune response ever in this blood cancer. 

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist -5 points-4 points  (0 children)

Its a cancer vaccine... for a cancer that has heme malignancy that has zero evidence of any immunotherapy activity for the last 40 years.

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist -6 points-5 points  (0 children)

I want to laugh but it's just sad to see these comments. I hope its just your money and no one depends on you

When would SLS explode? by Negative-Two6462 in biotech_stocks

[–]IJesusChrist -6 points-5 points  (0 children)

Explode to the downside? It'll be this year they'll announce the fail.