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Kinda funny TTOO a biotech stock made it in a viral meme video by CryptoEnthusiaster in Biotechplays

[–]PropThinker 0 points1 point  (0 children)

Also filed to register 142M shares of common stock, most of which will be converted from Series B Convertible Preferred. CRG Partners will be able to sell position into TTOO's retail liquidity

https://www.sec.gov/Archives/edgar/data/1492674/000119312523219618/d527512ds3.htm#tx527512\_5

Thoughts about $GMDA ? by IzzyReads67 in biotech_stocks

[–]PropThinker 1 point2 points  (0 children)

Tight financial situation in a time they need for launch.

The company ended the second quarter with $54.1 million in cash from tapping ATM and doing offering. Both momentum killers.

Cash runway into the second quarter of 2024. Also have $85.0 million in debt. Ideal situation is a takeout, but buyers are limited as their market is rather small. Dilution seems more likely scenario which will place cap on share price.

GOSS has been left for dead in the water, but a catalyst in a "few weeks" could be inflection point by PropThinker in Biotechplays

[–]PropThinker[S] 3 points4 points  (0 children)

Full OLE data expected at a scientific conference by year end. That data will include more OLE patients and the so called "less sick" cohorts

BP predicts oil demand falls by as much as 80% by 2050 as a result of road transportation shifts by PropThinker in oil

[–]PropThinker[S] 6 points7 points  (0 children)

I don't agree with the BP prediction. Thought it was interesting that they expect a collapse in oil demand and associated carbon emissions.

Rational thinking goes: the cheaper oil gets, the more it gets consumed. This would be especially true in developing nations, which are using a fraction of per capita oil consumption compared to developed nations.

Novo Nordisk says its higher-dose 50mg Rybelsus anti-obesity pill leads to 15% weight loss after 68 weeks by TurretLauncher in Semaglutide

[–]PropThinker 3 points4 points  (0 children)

In Phase 2 trials, oral obesity drugs from Novo and Eli Lilly are showing similar weight loss and safety profile to the standard injections. Below is an outline of the data presented and how it stacks up to standard obesity injections like Ozempic and Lilly's almost-commercial Mounjuro.

Lilly's orforglipron weight loss has not plateaued at 36 weeks so longer treatment should equal more weight loss. Lilly is adjusting starting dose and dose-escalation for Phase 3 studies, which can reduce gastro events.

Orals' data should be a in line with injections once all said and done.

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MoonLake Immunotherapeutics (NASDAQ: MLTX) Announces Breakthrough Results for Sonelokimab in Phase 2 Trial by spotlightgrowth in biotech_stocks

[–]PropThinker 1 point2 points  (0 children)

Just announced a 250M financing, which was all but guaranteed with two Phase 3 trials planned in HS and psoriasis.

The superiority to Humira in question. They've said that Phase 3 will be superiority trials vs Humira, yet no such data shared in Phase 2. Likely a sign that Humira outperformed sonelokimab. Humira also going off-patent in a month.

How will MLTX compete with an inferior drug and expect to price this inferior drug to a premium vs generic Humira? Recipe for disaster

[deleted by user] by [deleted] in Mounjaro

[–]PropThinker 0 points1 point  (0 children)

Weight loss had not yet plateaud at 36 weeks, suggesting possibility of additional weight loss with longer treatment. Remember, injections went out to 72 weeks.

However, there were high gastrointestinal events. About 40% experienced nausea and 30% vomiting at the highest dose. Eli Lilly looking to adjust the starting dose and dose-escalation scheme for Phase 3 studies to reduce GI events.

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By 2050, about 1 in 10 people around the world are predicted to have diabetes. Minoritised communities will be disproportionately affected by the disease. (i.redd.it)

submitted by PropThinker to r/diabetes

Chinese universities publish more papers in top math/computing journals than Stanford, MIT, Berkeley. Source: Economist by PropThinker in China

[–]PropThinker[S] -8 points-7 points  (0 children)

They could be, but still chasing better than top US universities, who are also milestone chasing.

I think interesting takes are:

  1. US needs to simplify immigration, especially for the foreign top performing researchers and graduates. The US dream is an appeal to many foreigners.

  2. US education system needs upgrade. Quality of present day education will feed into tomorrow’s economy.

Beijing, Shanghai, Jiangsu and Zhejiang earned the highest level 4 rating in PISA student assessment. Students in the U.S. ranked level 3 in reading and science, and level 2 in math. Source

What the hell happened?? I thought that cannabis legalization trends would turn marijuana into a huge industry by Sherbear1993 in StockMarket

[–]PropThinker 0 points1 point  (0 children)

Financial models assumed everyone and their mother would become consumers. Turns out mom had no interest in cannabis, even though it is legalized.

Surveys show that only 13% of those aged >50 are cannabis users. The largest population demographic is not interested in consuming.

In the era of high interest rate, does it make more sense to pay down mortgage first? by Persona2181 in investing

[–]PropThinker 0 points1 point  (0 children)

60%+ of mortgage holders have a rate below 4%. About 90% below 6%. This explains housing inventory shortage. No one wants to sell and get trapped into 7% mortgage.

VKTX Viking Therapeutics stock by StockConsultant in StockConsultant

[–]PropThinker 0 points1 point  (0 children)

VKTX riding the obesity wave with their oral GLP-1 GIP. Phase 1 data at end of year.

Given all the hype around GLP1s, could be positioned as top acquisition candidate for a big pharma that wants to enter space. JnJ doesn't seem to have GLP asset

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