Mac Profile picture
Mac
Once spotted MACD cross before divergences, play responsibly! Alumni B.A. @ucsantabarbara M.Ed @notredame Ed.D @usc Not financial advisor, M.B.A Professor
Feb 12, 2024 9 tweets 2 min read
Few highlights from February’s $CLRB presentation deck: Market size: There are approximately 26,000 patients with Waldenstrom's macroglobulinemia (WM) in the U.S., with 81% of patients under care in the last year currently receiving active treatment. 1/ Unmet need: There are no approved treatments for relapsed or refractory WM, and 4-12% of patients have major response rates (MRR) to treatment beyond 2nd line therapy.
Patient journey: Approximately 50% of patients are diagnosed in the 2/ $CLRB
Feb 9, 2024 6 tweets 1 min read
$MCRB Seres is making significant changes to its business in order to focus on commercializing VOWST and achieving long-term sustainability. Over the past two months they have focused on the following: Workforce: reduced its workforce by 41%, or approximately 1/6 1,160 positions, across the organization. R&D: The company significantly scaled back all non-partnered research & development programs & activities, except for the completion of the SER-155 Phase 1b study. VOWST Manufacturing: Seres closed one of their donor facilities 2/6 $MCRB
Mar 28, 2023 6 tweets 1 min read
$MDXH thread here on advantages . MDxHealth is a biotechnology company that specializes in developing and commercializing molecular diagnostic tests that aid in the diagnosis and treatment of urologic cancers. Advantages include: 1/6 1. Accurate and Early Detection: $MDXH diagnostic tests can detect cancer at an early stage, even before symptoms appear. This allows for earlier intervention and treatment, which can improve patient outcomes. 2/6
Mar 20, 2023 4 tweets 1 min read
Advantages $XFOR : 1.Focus on Rare Diseases: pipeline primarily focused on developing therapies for rare diseases, often lack effective treatment options. By targeting these diseases, company has the potential to bring life-changing therapies to patients who need them most 1/4 2. Innovative Drug Candidates: pipeline includes several, including Mavorixafor, which targets the CXCR4 receptor, a promising target for cancer therapy. X4P-003, a novel small molecule inhibitor NLRP3 inflammasome, potential to treat several rare diseases. $XFOR 2/4
Nov 14, 2021 4 tweets 3 min read
$LPTX oncology development DKN-01, an anti-DKK1 antibody. Currently sits at $215m market cap w/ $125m in cash. Recent compelling data at ESMO from the DisTinGuish Study of DKN-01 plus tislelizumab & chemotherapy in gastric cancer patients. 1L/2L Data expected Q1 2022 1/4 DisTinGuish an open-label Phase 2 had results for 22 patients who completed treatment. 15 patients achieved (PR), (ORR) of 68.2%, 6 patients experienced (SD) DKK1 expression (DKK1-high) achieved an ORR of 90%, compared to ORR of 56% $LPTX 2/4