#1 open label hater | Opinions are my own
Joined February 2026
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Among patients with hypertension due to primary aldosteronism, reductions in blood pressure and the aldosterone-to-renin ratio persisted for 2 years after completion of an extended course of aldosterone synthase inhibition. Full study results: nej.md/4jXjULO
#ScientificSessions26 | @AHAScience
ALT A bar graph titled "Systolic Blood Pressure." The y-axis shows mean pressure in mm Hg from 70 to 170. The x-axis has two sections: "Prestudy" with values 1 and 2, and "Post-Treatment" with 6 months, 1 year, and 2 years. Bars represent mean pressure with sample size noted: 9 and 14 for Prestudy, and 8, 8, and 11 for Post-Treatment. Error bars are included.
ALT Bar chart titled "Plasma Aldosterone-to-Renin Ratio" with two prestudy values and three post-treatment values at 6 months, 1 year, and 2 years. The y-axis shows the median ratio from 0 to 250. Sample sizes are indicated: Value 1 (N=12), Value 2 (N=14), and post-treatment values (N=7).
FDA has gone totally the other way in approving everything recently. It’s incredibly important not to let non-efficacious, dangerous products onto the market under the guise of ‘unmet patient need’
Mainly $CAPR ⬇️ but also $QURE which is yet to demonstrate any meaningful benefit
$CAPR I am more convinced than ever the FDA is going to reject deramiocel at the end of the month.
Why?
Because if all was going well with the review, and Capricor was confident the FDA was going to approve its cell therapy, Dr. Craig McDonald would not have publicly posted this letter submitted to the FDA — one month before the PDUFA date.
lnkd.in/p/gCCH65Mk
The only reason McDonald made this letter public was because Capricor knows its application is in trouble, therefore it is trying to apply more public pressure to get the FDA to change its mind.
$RAPP $21/share offering price
investors.rapportrx.com/news…
$RAPP $200m public offering and $150m convertible notes sale
investors.rapportrx.com/news…
If $RAPP are taking the BPMD indication forward then they’re going to need the cash. But based on the data I imagine this will be at a steep discount
$RAPP $200m public offering and $150m convertible notes sale
investors.rapportrx.com/news…
$RAPP $200m public offering and $150m convertible notes sale
investors.rapportrx.com/news…
$RAPP up 70% PM, now down 6%. Kind of the worst case, BPMD hit stat sig, just so now they’ll fund phase III and it’s not totally clear what will happen
Who was bidding $RAPP in premarket lol...
3.1 point delta is awful. Now you want to spend $ on P3, be my guest, never mind that there are a bunch of generics that work fine, as well as Vraylar, Caplyta, etc
The #1 rule for longing bioturds:
1. Do not long bioturds
$ABVX
$MLYS <$1.5bn EV for BIC aldosterone synthase inhibitor for treatment resistant hypertension (8mn pts in the US) 22/12/2026 PDUFA
Good uptake from payers for AZ’s own ASI, Baxfendy. Lorundrostat differentiated with additional CKD-related Htn dataset
$NKTR announces Rezpeg long-term durability data in AA
ir.nektar.com/news-releases/…
$LQDA as per Benzinga:
Claims 1 and 14 upheld. Rule Liquidia infringes. Final judgement due within one week
Also an argument for why we need pbo-controlled studies to confirm an expectedly $1mn+ drug provides any benefit. If this had been approved before these data that would be really damaging for all involved
$KOD do my eyes deceive me, 150% gain?! Incredible work from those guys and another company led by BBA