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Bertrand Delsuc

2 Jun, 5 tweets, 1 min read

EMA status on last Friday: 142 cases in April out of 17m doses w/ $AZN vaccine➡️316 at the end of May = 174 new cases out of 19m add. -first- doses of 1st doses in the EEA, i.e. stable

Thrombotic Thrombocytopenia after ChAdOx1 nCov-19 Vaccination $AZN
nejm.org/doi/full/10.10…

rate, but↘️in fatal events (deemed related to the awareness work of the agency)

Weird not to have seen a decrease, as most of the countries had spared the youngest pop. to receive the $AZN vaccine. Or maybe it's due to a delay in reporting of the AEs, and the late implementation of some restrictions?

Thrombosis and Thrombocytopenia after ChAdOx1 nCoV-19 Vaccination $AZN nejm.org/doi/full/10.10…

Btw, these NEJM papers released today were first posted on April 9th, so these are reposts...

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More from @BertrandBio

Bertrand Delsuc

@BertrandBio

2 Jun

A lot of focus on transfection or gene-editing of haematopoietic (& progenitor) stem cells in just one week:

$MRNA a week ago

$ALCLS $CLLS on last Friday with their TALEN gene editing tech for HSCs (lead program in Sickle Cell Disease)

base editing today in Nature --> $BEAM

Base editing of haematopoietic stem cells rescues sickle cell disease in mice
nature.com/articles/s4158…

Read 4 tweets

Bertrand Delsuc

@BertrandBio

2 Jun

https://twitter.com/BertrandBio/status/1326910113496649729

$MOR finally pulling the trigger on M&A, putting cash from Bonds to work on this $CNST acquisition, with the assist of Royalty Pharma to increase the range of accessible M&A targets. BET & EZH2 inhibitors indeed seem to be relevant target to $MOR positioning. Had to do tradeoffs

https://twitter.com/BertrandBio/status/1326910113496649729

for main runners in the partnered pipeline though (Tremfya $JNJ royalties, pot. royalties from $GSK for otilimab & from $RHHBY $ROG for gantenerumab).

relevant targets

Read 5 tweets

Bertrand Delsuc

@BertrandBio

28 Dec 20

Debate on potential for single dose in the UK. Which is aligned with a thought I previously shared. You cannot do it just like that but at least it deserves some second thoughts.

More data needed before giving just one vaccine dose, says Covid adviser theguardian.com/world/2020/dec…

There's also this mention of the rigid "by age" strategy for vaccination, which I agree with. After the most vulnerable and the 60-65+, I also thought at vaccinating the population of potential super-spreaders, i.e. 18-25y or 18-30y (or 16-25y/16-30y), then going downwards from

60-65y. In the medium term, I guess it would make more sense to do that than doing the 18-25/18-30y at the end.

Read 10 tweets

Bertrand Delsuc

@BertrandBio

28 Dec 20

$LYS +32% in Paris trading this morning, with a press release worded like the "highly stat. sig." mean change in CSF HS concentration was saying it all, but unfortunately that's not really the case.
Directionally the variation seems OK, but 1/ p-values don't provide any magnitude

of an effect by themselves (unless you reverse some other data), and 2/ one also needs to take into account where the bar is ideally.
On point #1, Abeona already provided data with "highly stat. sig." (assuming this measn "p-val in the range of ~0.001 vs baseline") according to

rapid calculations (60-80% reductions obsverved across cohorts with ABO-102 at 6-12mo) & data/charts available on HS in CSF of MPS IIIa patients. However, coming to point #2, when one looks at the HS in CSF in MPS IIIa vs control, one would ideally need to see reductions >= ~90%.

Read 8 tweets

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