Small Pharma & Catalyst (@CatalystPharma) profile picture

Small Pharma & Catalyst

@CatalystPharma

Investments in Micro&SmallCap, often pharma. Posts are not investment advice, do your own DD. Free research & ideas at https://nitter.gq/t.co/yAbPLawCPz

 Northern Europe
smallpharmacatalyst.substack.com
Joined November 2024
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If Trump wants the US to pay for drugs the same price as the nation that pays the lowest price -> best for big pharma to have "unique drugs" only sold in the US and nowhere else. Alt 1: develop/acquire such a drug, Alt 2: "adjust recipe" of an existing drug to make it unique.
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China imposes export controls on gadolinium. 97% of all gadolinium comes from China. Most of the gadolinium is used for enhancing MRI images. We'll see how those export controls will work in reality, but this is a massive tailwing for Ascelia Pharma's product.
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Industry will realize that they need alternatives to gadolinium asap. Perfect time to bring Orviglance to the market -> a lot better position to negotiate partnership terms. Importantly, Orviglance production partner is located in the US - another box is ticked for the big guys.
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I see more and more posts on X from people who have suffered from gadolinium toxicity (either nefrogenic system fibrosis or gadolinium deposition disease) after having had an MRI done with gadolinium contrast.
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It shows that the awareness about gadolinium toxicity and associated risks is also increasing on patient level and this is a massive tailwind for Ascelia Pharma, who has developed the first non-gadolinium contrast agent for liver MRI with phase III successfully completed.
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In the US alone, there are hundreds of thousands of people with kidney problems, who need to have a liver MRI, but can’t risk with gadolinium contrast. I believe the FDA should be very motivated to make this new contrast agent available to hospitals and patients asap!
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