$MRNA shorts celebrating that the mRNA cancer vaccine is unexciting. I have a feeling this is a bit premature and they may wake up tomorrow to a nightmare scenario.
0.42 and 0.5 are very meaningful HRs in a setting where most patient have not had a recurrence by 6 months.
Covered and now trying to go long....because HR of 0.42 after 6 months. Now that would even impress @A_May_MD
$MRNA
feeds.issuerdirect.com/news-…
Today we announced detailed positive results from the Phase 3 INTerpath-001 study evaluating intismeran autogene (mRNA-4157 or V940), an investigational mRNA-based individualized neoantigen therapy, in combination with KEYTRUDA® (pembrolizumab), @Merck's anti-PD-1 therapy, in patients with high-risk melanoma (stage IIB-IV) following complete resection.
These late-breaking results will be presented during a Presidential Symposium at the 2026 European Society for Medical Oncology (@myESMO) Congress.
Read more: feeds.issuerdirect.com/news-…
$mrna this is a real scenario:
the short cabal was still chilling on the beach getting ready to put on the squeeze on Monday....but then results leaked and they were caught with pants down.
$mrna stock seems down on DMFS decay from phase 2, but phase 2 counts were quite small, so p2 RFS numbers more robust.
$mrna data disappeared. Options writers in tears. I don't believe in such coincidences.
I thought $450 on HR of 0.58. Were the analysts serious or leading retail off the cliff? $MRNA
$KRRO unprecedented (preclinical) RNAedting efficacy data. AATD could make this company big, similar to $ALNY, then they need to solve Alzheimer's with ApoE.
$beam $PRQR
finance.yahoo.com/healthcare…
China's coming for $ABVX!!!
$lly would rather do a $1B deal with Hengrui than pay $15B for $ABVX.
We need to be real, numbers dont lie.
#ACG2026: 🇨🇳Hengrui’s Oral miR-124 Modulator HRS-7085 Shows Promising Phase 2 Interim Results in Ulcerative Colitis
HRS-7085 is an oral small-molecule miR-124 modulator.
HRS-7085-201 trial (NCT07229950)
comprises a randomized, double-blind Part 1 and an open-label Part 2.
Part 1 randomized patients 2:2:1 to:
- HRS-7085 10 mg BID, titrated from 5 mg BID for 7 days;
- HRS-7085 20 mg BID, titrated from 5 mg BID to 10 mg BID and then 20 mg BID;
- Placebo.
Interim analysis:
At Week 8, complete efficacy assessments were available for 6 placebo-treated patients, 11 patients receiving 10 mg BID and 9 receiving 20 mg BID.
The HRS-7085 groups had a higher proportion of patients with a baseline endoscopic subscore of 3—72.7% in the 10 mg BID group and 75.0% in the 20 mg BID group, versus 42.9% with placebo
At Week 8, mean changes in fecal calprotectin from baseline were:
- HRS-7085 10 mg BID: −302.0 mg/kg
- HRS-7085 20 mg BID: −143.0 mg/kg
- Placebo: +227.8 mg/kg
TEAEs were predominantly mild to moderate across the three groups.
It took a dirty ASO to make real progress against #HBV. The clean RNAi alternatives are not as effective.
The paragraphs below say it all. $IONS $ARWR $ABUS
fda.gov/news-events/press-an…
$XBI remember, the most ferocious rallies happen during bear markets. At least it is not a straight line down this time, so some trading opportunities IMO.
Red line looks my Tekmira stock after Vivek looted its assets, incl 100% ownership of LNP delivery. $ABUS
Dirk Haussecker retweeted
Today, with our partner @GSK, we announced the FDA approval for a first-of-its kind medicine for the treatment of chronic hepatitis B (CHB) in the U.S.
Learn more: bit.ly/3UyByeq
$IONS
This is what I meant with the analysts purposefully setting low expectations for $mrna at ESMO. A hazard ratio of 0.7 for Goldman to justify current valuation when phase 2 clearly beat that bar.
Shorts should shake in their boots.
Analysts focus on RFS hazard ratio magnitude vs Keytruda alone in INTerpath-001 (Phase 3, resected stage IIB-IV melanoma), plus DMFS, safety consistency, and OS trends. Phase 2b showed ~0.51 HR (49% risk cut). Consensus expects ~0.65 HR (35% reduction) to match priced-in upside; Goldman sees <0.70 needed for current valuation. Above expectations: HR near/better than 0.51, tight CIs, consistent subgroups, clean safety, positive early OS.
🇨🇳 China IND Tracker (October 12–18)
16 novel drugs received their first IND clearances in China during the week, according to China’s Center for Drug Evaluation (CDE) disclosures.
Notable INDs:
1. $ANL Adlai Nortye (阿诺生物) — AN4035 Injection
MOA: CEACAM5-targeting ADC conjugated with a highly potent pan-RAS(ON) inhibitor
Indication: Advanced or metastatic solid tumors with RAS mutations and enriched CEACAM5 expression, including colorectal cancer, pancreatic ductal adenocarcinoma, and non-small cell lung cancer
2. Yuekang Pharma (悦康药业) — YKYY036 Injection
MOA: INHBE-targeting siRNA conjugated with GalNAc ligand
Indication: Obesity or overweight
3. Precision Biotech (精准生物) — TC-13-183 Cell Therapy
MOA: Cell therapy
Indication: CEA-positive advanced peritoneal metastatic colorectal cancer
4. CSPC (石药集团) — SYS6088 Injection
MOA: PD-1/VEGFA/CTLA-4 trispecific antibody
Indication: Advanced or metastatic solid tumors
5. Qilu Pharma (齐鲁制药) — QLS2401 Injection
MOA: PSMA/STEAP1/CD3 trispecific antibody
Indication: Advanced prostate cancer
6. Institute of Biophysics, Chinese Academy of Sciences / Sinovac Biotech (中科院生物物理所/科兴集团) — SNA01 Injection
MOA: Long-acting anti-RSV mab for intramuscular administration
Indication: Prevention of RSV lower respiratory tract infections in neonates and infants
7. Essight Biotech (灵识质源) — ES502 Injection
MOA: RAS G12V-targeting TCR-TCE
Indication: RAS G12V positive advanced solid tumors
8. Chipscreen (微芯生物) — NW001 for Injection
MOA: Epigenetic immune-modulating antibody-drug conjugate (EIMAC), comprising a humanized anti-PD-L1 mab conjugated to an engineered HDACi payload
Indication: Advanced malignancies, including solid tumors and lymphomas
9. Innostellar Biotherapeutics (朗昇生物) — LX111 Injection
MOA: Gene therapy
Indication: RVO-ME and DME
10. Metis TechBio (剂泰科技) — MTS109 Injection
MOA: mRNA encoding a CD3×CD19×BCMA trispecific T-cell engager (TCE), delivered via LNPs
Indication: SLE

















