Bertrand Delsuc
91.7K posts
Bertrand Delsuc
@BertrandBio
Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & 10y following bios.
Preplanned pause.
- $BBIO "To honor the courage of our U.S. clinical trial participants, BridgeBio will provide these patients Attruby free for life" nice to see
- Just a little thread, out of my retreat, because this stock and its story has been important to me. Maybe a mini-victory lap as well, but with quite some general learnings overall, and hard ones. I have been long $ABVX since the disclosure of the POC data in UC in September 2018
- I am a bit late, but my annual review is finally out. European biotech landscape: 2020 review & 2021 outlook
- Alzheimer's disease drug development pipeline: 2023 alz-journals.onlinelibrary.wiley.com/doi/full/10.10…
- For those who could be interested, I've gathered the #ASCO21 abstract titles of the main sessions into a PDF. Easier than the website, but I don't guarantee there's everything either. biotechradar.eu/wp-content/upl…
- Top 250 drugs by US net sales in 2022, per ICER (150 with US net sales >$1bn) from their report on 'Unsupported Price Increases (UPI) of prescription drugs in the United States' icer.org/wp-content/upl…
- $GLPG molecules/indications sent to the graveyard over the past decade
- $MRNA $MRK #AACR23 slides A Personalized Cancer Vaccine, mRNA-4157 (V940), +Pembro Vs Pembro Alone in Pts With Resected High-risk Melanoma: Efficacy & Safety Results From the Randomized, Open-label Phase 2 mRNA-4157-P201/KEYNOTE-942 Trial s29.q4cdn.com/435878511/file…
- 10 reports of T-cell Lymphoma in commercial CAR-T recipients in FAERS let's say 5x under-reported & that event occurs after >= ~1y, I had estimated ~6800 pts treated by YE'22 so let's round to 6500 high range of incidence 10x5/6500 or ~8/1000 low range ~10/10000 or ~1/1000
