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@biotechcapitalist.bsky.social

60 Followers  |  10 Following  |  33 Posts  |  Joined: 03.01.2025  |  1.9177

Latest posts by biotechcapitalist.bsky.social on Bluesky


#wegovy is part of Medicare price negotiation list this year!

This would be impossible without IRA, the first tiny step towards reasonable drug pricing the USA.

Curious to see how Trump will react to it…

17.01.2025 17:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Like alcohol-free beer… what is the point?

Alcohol is bad for your health, alcohol free is bad for having fun

Pick and choose and stop complaining

17.01.2025 16:55 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

The Biden adm. with all its problems did a lot, from infrastructure, green industry, IRA price negotiation… a lot!

But guys, your ability in terms of creating a narrative is Pre-K level….for that, we all will have to suffer for the next 4 years

17.01.2025 14:57 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

#UnitedHealth CEO played the blame game on why people are frustrated with HC.

UnitedHealth is the 4th biggest company in Revenue in US (behind Apple), it controls 1 in 10 doctors in US and it has been accused of making patients look sick to get more money from Medicare?

Sure it is else’s fault?

17.01.2025 14:32 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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In the coming days we will watch in despair the #Senate hearing for RFK Jr. β€”a man whose biggest claim to fame is being related to the real JFK. He’s voiced concerns about the Polio vaccine among other insanities, but has he ever looked at the data? #Dems please do a better job on this hearing.

16.01.2025 13:11 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Again, I think FDA has to make tough decisions and sometimes get it wrong when granting acc. approval
But historically it has not enforced drug redraw after confirmatory studies fail to show expected results and THAT is the piece that in my view should be more rigid.

15.01.2025 22:45 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Sarepta Fails Confirmatory Trial for DMD Therapy, Still Eyes Label Expansion Despite failing to hit the primary endpoint in the Phase III EMBARK study, the company plans to file for a label expansion for its Duchenne muscular dystrophy gene therapy Elevidys.

:)

Sarepta does an amazing work on pt advocacy lobby... and that is not necessarily bad, if done ethically.

The FDA sees the high unmet on devastating diseases like DMD...

The read line in my view is when the confirmatory studies failed, and the drug stayed in the market.

15.01.2025 22:43 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Sarepta presented at #JPM25 that most of it’s growth comes from ELEVIDYS, a drug that failed to show statistically significant results and is used in Children and costs $3M+!

FDA is a gold standard agency, but letting such drugs in the market is a disservice to entire healthcare system.

15.01.2025 20:29 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I agree that Dems did a poor job.
But to think that the cards are not already marked is a bit naive…

Unless he says something completely outrageous (even for Trump standards) he always has the job…

This is Trump party, not Republican party.

15.01.2025 19:52 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Can you imagine Trump being arrested weeks after Jan 6th….

… nothing like being wealthy and white in America…

15.01.2025 15:35 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

What caused?
Once in a long long time ago there was a story about Climate change that was a β€œHOAX”, until it wasn’t

14.01.2025 21:40 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I love this irony… women leading the way, again.

And the boys, unable to standup for a felon…

14.01.2025 19:33 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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h/t @karaswisher.bsky.social

14.01.2025 15:36 β€” πŸ‘ 13424    πŸ” 2853    πŸ’¬ 443    πŸ“Œ 172
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a close up of a chicken 's head with a red comb ALT: a close up of a chicken 's head with a red comb

In early days I remember people with power being an example… not a….

14.01.2025 16:46 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Eli Lilly is asking gvt to pause drug price negotiation as it finds Trump gvt friendly to pharma.

The drug price reform implemented under Biden is not perfect it is not even great, BUT, is a move in the right direction…

… pausing it is just insane and Lilly should be an example for good, not this.

14.01.2025 15:43 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
uh.is Lýsing vefsvæðis

I have lived in three countries with UH… is it better than US system, agree to that

BUT β€”β€”-

also these countries are the ones that least support innovation…

I am all pro UH, but there is no perfect solution with the incentives to wait ppl get sick, versus preventing it.

14.01.2025 01:17 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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a woman in a hijab says shame in front of a crowd of people ALT: a woman in a hijab says shame in front of a crowd of people

Meta is the new X…

14.01.2025 01:12 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

and let me guess... 99% are people of color... meanwhile, in the Trump world a white guy (Peter Hegseth) is about to be nominated despite allegations of sex assault, drunken spree, etc...

Being white in America is the biggest lottery ticket of all.

13.01.2025 23:32 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

One thing missing... the Healthcare industry based on treating the sick and not avoid ppl getting sick (prevention).
Let’s say we could fix all the issues with the system, just due to the aging and population size, any system will fail – and that is the discussion (prevention) we lack addressing

13.01.2025 20:57 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

For some reason in America people believe all regulation is detrimental…result: no regulation on drug price setting, on drug advertising, and the list goes.

Over regulations is no good. No regulation in such key market is a clusterf.

11.01.2025 11:33 β€” πŸ‘ 21    πŸ” 0    πŸ’¬ 3    πŸ“Œ 0

#Biotech will have a hard year ahead based on today’s employment data.

Few sectors are so capital intensive in the early years in β€œbets” that takes decade+ to materialize… with the current environment in its 3rd year, Drug innovation will be impacted and that is bad for everyone

10.01.2025 19:48 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Unemployment at 4.1% in the last data release under Biden.

Remember this number well, as it will just get worse from here - unfortunately.

Lets brace the next 4 years… it will be a long long time…

10.01.2025 14:16 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Even after buying Samuel Alito, a tiny little hope this is not the old Roman Republic decay yet.

10.01.2025 14:10 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

#biotech

09.01.2025 15:57 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
This chart by Statnews explains the narrative.
In 5 years, major companies (mostly Merck with Pembrolizumab) will face massive sales losses from generics. Few investments are better than a cash-rich Pharma firm chasing the next big thing (and you are that potential big thing)

This chart by Statnews explains the narrative. In 5 years, major companies (mostly Merck with Pembrolizumab) will face massive sales losses from generics. Few investments are better than a cash-rich Pharma firm chasing the next big thing (and you are that potential big thing)

Why invest in Biotech?

This chart by Statnews explains the narrative.
In 5 years, major companies (mostly Merck with Pembrolizumab) will face massive sales losses from Gx. Few investments are better than a cash-rich Pharma firm chasing the next big thing (and you are that potential next big thing)

09.01.2025 15:08 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

This is all about pleasing Trump and Republicans... When the most powerful people in the world (economically) abstain from their moral duty to have a positive impact, things get ugly...

09.01.2025 12:31 β€” πŸ‘ 36    πŸ” 0    πŸ’¬ 3    πŸ“Œ 0

Endpoints brought an article showing that the FDA allows US to have faster drug approval timelines compared to EU and JP markets. FDA manages to strike the fine line of keeping a Gold Standard without hampering innovation.

I am curious to see how this will be in the new admin…

07.01.2025 14:11 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Being rich should not be criminalized, however getting rich at the expense of others is not proper

07.01.2025 01:16 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The problem is not with the B$, but the system protects the top 10% … why a person who buys a $1m house and finance it gets tax deduction for interest??? It is an example of insanity… t it is so wrong…. Meanwhile gvt want to cut assistance programs for those real need???

07.01.2025 01:14 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I thought my Country was bad, but we never elected a convicted felon…
Unfortunately, it is going to get a lot worse before America gets back on track…

07.01.2025 01:04 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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