BayAreaBiotechI

@BayAreaBiotechI

I'm an oncology PhD student at UCSF. I focus on long term, fundamental, value life science investing.

ಜುಲೈ 2009 ಸಮಯದಲ್ಲಿ ಸೇರಿದ್ದಾರೆ

@BayAreaBiotechI ತಡೆಹಿಡಿಯಲಾಗಿದೆ

ನೀವು ಖಚಿತವಾಗಿಯೂ ಈ ಟ್ವೀಟ್‌ಗಳನ್ನು ನೋಡಲು ಬಯಸುವಿರಾ? ಟ್ವೀಟ್‌ಗಳನ್ನು ನೋಡುವುದು @BayAreaBiotechI ಅವರನ್ನು ತಡೆತೆರವುಗೊಳಿಸುವುದಿಲ್ಲ.

  1. Was doing some ASCO prep today. Surprised more people aren’t talking about Darzalex. We’d be going nuts if Genmab was listed here in the US.

  2. ZAM! " is attempting to capitalize on outstanding record...in oncology to make up for its past failures"

  3. ZING! track record in oncology raises serious concerns about its understanding of the value of business

  4. Trump is that guy in the bar who will say anything to get laid -> From coal miners in WV to farmers in CA, more to come

  5. Reprogramming TAMs in the tumour microenvironment.

  6. Spending the day in the lung cancer clinic, looking forward to seeing how it works from the ground floor

  7. Great pitch from our Americas Finalist team . Revolutionising the treatment of malabsorption

  8. Daratumumab depletes CD38+ immune regulatory cells, promotes T cell expansion, + skews T cell repertoire in MM

  9. Great review by leaders in the field

  10. The 9 most active investors in biotech - via

  11. Based on cancer type 1L NSCLC represents the lions share of the PD(L)1 opportunity.

  12. PD(L)1 consensus forecasts put Opdivo on track to be the best selling oncology drug of all time.

  13. On the hunt for more monsters like these, top 2 positions

  14. Phase 2 trial is CNS ONT-380+capecitabine+trastuzumab, but only CNS ONT-380+TDM1 data presented at WTF!?

  15. MGCD265 PR=2/4 at in Sept., 9 patients with MET/AXL, no update at or !? Hmmmmmmm

  16. Targeted therapy and checkpoint immunotherapy combinations for the treatment of cancer , a review in Trends Immunol.

  17. Don't have a red nose? That's ok! For every RT we'll donate $10 toward ending child poverty.

  18. Look what happened in biotech VC funding over last 10 yrs. Cancer way up, psych, gastro way down:

  19. ..$12.97 here. Expecting a strong showing at . One of the few that will be on center stage as they discuss their Ph 3 results.

  20. Nice CRS-207 meso p1b data at Duration of res.=5.3 mo., time on Tx=8.6 mo., PFS=8.4 mo., OS=20.1 mo.

  21. Roche Tecentriq (atezolizumab) priced at $12,500/month, on parity with Opdivo and Keytruda, what a shock!

  22. Melanoma, lung, kidney, Hodgkin lymphoma, bladder. Keep them coming!

  23. Overview of Lupus Nephritis market, why I think is worth a look. Tacrolimis already commonly used off label

  24. Long "You want to be greedy when others are fearful. You want to be fearful when others are greedy. It's that simple." -Buffett

  25. BREAKING: Pfizer announces deal to acquire Anacor for $99.25/share in cash, or about $5.2B. shares up 52% on deal announcement.

  26. pancreatic cancer median OS results: CRS-207+GVAX 3.8 mos. CRS-207 5.4 mos chemo 4.7 mos. Weird results.

  27. call scheduled tomorrow morning 9AM ET, presumably for the Ph2b pancreatic cancer data.

  28. Any thoughts? I'm confused

  29. Next inflection point is 24wk CR rate, I'm guessing 57% (4/7), would be great read-through to p2 data 3Q16

  30. Confident Sanofi files pre-merger note for Medivation, but Pfizer still appears to be frontfunner:

  31. Peter Kolchinsky of RA Capital looks for private & public life sci investments where other investors don’t get why co is awesome.

  32. Kolchinsky criterion: Double our $ in a co in 12 months if world comes to its senses & recognizes value. NOT "if this trial works"

  33. David Hung just commented on Barclays call re M&A: "ultimately it will be up to the shareholders to make the decision."

  34. "You don't have to be great to start, but you have to start to be great." —Unknown via

  35. How do you know you are in a ? is >$900M MC circa July 2015

  36. This is pretty epic, what can we lean from it?

  37. Take a look at the incredible path we are on to a polio-free world: via

  38. Q1 2016 CC Notes (mostly on 3019)

  39. BayAreaBiotechI ಹಿಂಬಾಲಿಸಿದ್ದಾರೆ , , ಮತ್ತು3 ಇತರರು

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