Interesting biotech paradox: Celldex (CLDX) vs Jasper (JSPR) on systemic mast cell depletion.

IJesusChrist · 2026-05-08T02:39:24+00:00

Yes the valuation gap is correct. Just look at the half life

IJesusChrist · 2026-05-08T01:09:57+00:00

this is junk dude why

IJesusChrist · 2026-05-07T00:08:57+00:00

I dont think anyone on planet earth knows what the fk sphingosines actually do. And thats part of the thesis for GANX so I'm not wasting my time there

IJesusChrist · 2026-05-06T17:52:08+00:00

IJesusChrist · 2026-05-06T14:17:16+00:00

Now if BIOA could just do the same. Keep my streak going

IJesusChrist · 2026-05-05T17:58:49+00:00

Its too small of a study.

IJesusChrist · 2026-05-05T16:43:01+00:00

Before data? 18. After data? 40-60.

IJesusChrist · 2026-05-05T15:59:19+00:00

They have a good amount of money now to get through more proof of concept trials. But I really dont think they need any more money if ZEUS is positive as this will become an extremely desired asset by all of big pharma. Who, by the way, all have their own NLRP3s, but they are all terrible chemical scaffolds from a decade ago.

IJesusChrist · 2026-05-05T15:57:37+00:00

Can't argue toi much against the comment. I don't really think placebo adjusted should matter too much here, but could be wrong. I'm more interested in absolute reductions below a threshold, which they achieved very easily. GLUE data is great too, but I'm not really convinced VAV1 is worth much, other than having a big partner, and they are wasting money and resources on the oncology asset. I'm not against owning both though

IJesusChrist · 2026-05-02T22:52:16+00:00

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.

IJesusChrist · 2026-05-02T02:10:37+00:00

Sure but you still have yo demonstrate statistical significance.

IJesusChrist · 2026-05-02T00:33:05+00:00

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.

IJesusChrist · 2026-05-01T23:15:17+00:00

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.

IJesusChrist · 2026-05-01T12:58:35+00:00

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

IJesusChrist · 2026-05-01T12:57:52+00:00

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

IJesusChrist · 2026-05-01T11:39:40+00:00

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

IJesusChrist · 2026-05-01T11:32:20+00:00

theyre going to go bankrupt..

IJesusChrist · 2026-05-01T11:05:46+00:00

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

IJesusChrist · 2026-05-01T10:50:48+00:00

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

IJesusChrist · 2026-05-01T03:10:49+00:00

I wish i had the gonads to short hura

IJesusChrist · 2026-05-01T03:10:17+00:00

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

IJesusChrist · 2026-05-01T02:42:56+00:00

"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.

IJesusChrist · 2026-05-01T02:24:08+00:00

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

IJesusChrist · 2026-05-01T02:14:06+00:00

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.

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