Auditor (@auditor112017) profile picture

Retired Internal Auditor (CISA), Accountant, and Info Sec Engineer. Followed biotech, pharma, banking and tech sectors for more than 25 years.

Joined October 2017
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HIBSAGO should play a larger part in $IONS revenue. Per 10Q: "In October 2026, we achieved a $30 million milestone payment when the FDA approved HIBSAGO for the treatment of CHB infection. We will achieve the next payment of up to $35 million if HIBSAGO is approved in China."
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$IONS is learning how to sell a new treatment for sHTG. Their sales estimate was too high for a new treatment. It is harder to change change physician behavior and patient selection. They should have learned from the slow launches from PCSK9, ATTR, and other rare diseases.
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$WVE Looking forward to Wave’s 2026 Virtual Research Day Nov 4, 2026 9:30 AM EST
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$IONS $BIIB Surprising to see Spinraza sales increased! finance.yahoo.com/markets/st…
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$BIIB partnered Spinraza and Qalsody with $ions.
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$IONS Per BM on the recent MS webcast, the goal is to protect TRYNGOLZA franchise and he is shooting for ph3 for ION775 (siRNA) by end of 2027. Looks very optimistic! But should be interesting to see if the drug will have a 6mos or 1yr dosing.
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$IONS $PRAX should have a ph3 data readout by year end or early next yr for Elsunersen. Very confusing partnership! clinicaltrials.gov/study/NCT… ir.praxismedicines.com/news-…
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$IONS $PRAX Looks like Elsunersen qualifies for the Rare Pediatric Disease Priority Review Voucher (PRV).
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I've started to load up on $IONS again. Has been waiting for this moment!
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$IONS is now facing a hard question on whether to advance their siRNA for Lp(a) to CT or scrap the program and use the resource for other programs.
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$IONS Angelman drug is much more potent and has better safety profile than $rare !
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$rare Angelman failure likely due to lower dosing regimen due to safety issue. $ions
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$IONS Looks like ION775 could go annual dosing!
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$IONS I could see them doing an annual for the moderate HTG patient population: approx. 25–35 million!
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$ions $gsk Bepirovirsen (Hep B) could get approved (PDUFA date: Oct 26, 2026) before Pelacarsen (Lp(a)) ph3 data readout!
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Looks like $ions and $azn could salvage from the failed ATTR-cm ph 3 trial by directing the ATTR-cm positive mono-therapy subgroup data to ATTR-pn. It strengthens the case that ATTR‑PN, is likely beneficial for mixed‑phenotype patients. Should start a CT for ATTR‑pn/cm!
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Looks like silencers like Eplontersen is the ideal drug to treat this mixed‑phenotype patients; not stabilizers. $ions $azn
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