BaffledBiologist @BlaseBio

Why do people put "not investment advice" in their bios? Is there actually legal precedent, or do they just do copy others? Not investment advice. Joined December 2023

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No position, and I could be wrong, but I believe $NUVL is going to wipe every single dollar from $NUVB when Zidesamtinib gets approved. KOLs switch drugs quick. Even if the AE profile worsens, zide has a massive liver tox + GI benefit above taletrectinib's profile.

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BaffledBiologist @BlaseBio

2 weeks ago

Respect to $EWTX. $1.55 Billion for a BMD trial that's more likely going to fail is one heck of an insurance plan.

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BaffledBiologist @BlaseBio

4 weeks ago

How it must feel seeing China slowly take over the U.S biotech ecosystem

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BaffledBiologist @BlaseBio

4 weeks ago

Great Q for $FENC. Glad people are finally looking at the story... wait until they realize how low their penentration in the market is and how little growth they need to turn this thing into an amazing launch. Clean revenue ramp and LOE here.

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BaffledBiologist @BlaseBio

4 weeks ago

@AaronRosenblum5 @john_hersc79276 I'm not yet convinced the FDA has reversed course on this, and I'm surely not convinced it has to do with Marty given it was a Type A meeting that was pre-planned.

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BaffledBiologist @BlaseBio

4 weeks ago

I am convinced RP1 works and think it should have been approved, but I don't know how the FDA could possibly backtrack following that second CRL. It would set a precedent that's almost unimagineable to me. Am I missing something here on $REPL?

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BaffledBiologist @BlaseBio

a month ago

Never be afraid to reach out to anyone here (or in life)- people are often friendlier than you'd expect.

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BaffledBiologist @BlaseBio

a month ago

Every industry becomes commoditized. Biotech is no exception; China taking over drug development is a key signal that the time has come. I'd really keep this in mind as you reflect on where the industry will be in the next 10 years. It's no longer a maybe, it's a certainty.

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BaffledBiologist @BlaseBio

a month ago

Happy to throw out some things I've been thiking about. Maybe this can help some people here, especially those I've learned a lot from. This not investment advice. These are just fleeting thoughts.