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spontonic.bsky.social
@spontonic.bsky.social
Posts OFTEN do not relate to portfolio, and retweets do not imply endorsement. Ph.D. immunogenetics from.... http://mimg.ucla.edu
If you can predict silent, functional epitopes which would be exposed after binding of a MAb to an adjacent epitope? OK, then!
February 26, 2025 at 7:29 PM
"overexpression/knockdown of ILT4 expression upregulated/down-regulated VM-related marker, three-dimensional tube formation, and migration and invasion in HCC cell lines in vitro"
February 26, 2025 at 7:13 PM
So.... I've assigned zero value to this project, and nobody in pharmaworld other than #CHRS is interested. But this new observation re. VM is absolutely worth followup. For any merger/buyout, I'd now assign a few million to this phase I ready (IND is go) project.
February 26, 2025 at 7:11 PM
Next #casdo moment will be at ASCO25, NSCLC results from small trial. clinicaltrials.gov/study/NCT043...
ClinicalTrials.gov
clinicaltrials.gov
February 8, 2025 at 1:24 AM
Both #CHRS and Junshi have scheduled #JPM2025 presentations.
December 17, 2024 at 5:33 PM
#CHRS Just started to average back in. After having rec'd the udenyca upfront (1Q25)? $2/share cash, 114, casdo and tori.
December 12, 2024 at 5:50 PM
Accordingly, I'll adjust my value for 114 to $150m. Perspective... First, LaNova releases quite encouraging LM-108 clinical data, including responses in combo with tori. Then #MRK licenses LM-299 for ~$600m. After sniffing at 108?
December 3, 2024 at 5:20 PM