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The Scientific Case for a Revolution Medicines and Kymera Partnership
1+ hour, 45+ min ago (819+ words) Recent research from Mariano Barbacid's lab demonstrates that simultaneously inhibiting KRAS, EGFR, and STAT3 leads to durable pancreatic cancer eradication in mice. These findings might provide a biological rationale for a partnership between Revolution Medicines and Kymera Therapeutics. The premise of…...
Elicio’s Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight?
1+ week, 9+ hour ago (253+ words) Elicio Therapeutics is developing an off-the-shelf therapeutic mKRAS vaccine for pancreatic cancer. Phase 1 showed 84% T-cell response correlating with prolonged survival. Phase 2 data expected in H1 2026 will determine whether this approach can transform adjuvant therapy. Nevertheless, given the platform's potential and wide…...
Financial "Degeneracy" Only Fortifies the "Prison of Financial Mediocrity"
1+ mon, 14+ hour ago (793+ words) Why betting on the end of the American Dream could become a self-fulfilling prophecy. "The Prison of Financial Mediocrity" by@systematiclsmight have been one of the most important articles on X this year as it articulated the visceral feeling that…...
Abivax's Obefazimod: A (French) Revolution In IBD Treatment
1+ mon, 1+ week ago (278+ words) Abivax's obefazimod offers a novel oral approach to treat ulcerative colitis by activating miR-124 to downregulate specific pro-inflammatory pathways. Following impressive results in clinical Phase 3 studies, buyout rumors surrounding the French biotech are surging. During my residency in general surgery,…...
uniQure’s AMT-130 For Huntington’s Is Not "Too Good To Be True"
1+ mon, 3+ week ago (207+ words) Despite impressive Phase I/II AMT-130 results, the FDA views current data as insufficient. Volumetric inclusion criteria may have raised concerns about potential bias. However, analysis indicates the thresholds were sufficiently inclusive, supporting the reported therapeutic effect. In fact, the…...
The FDA's Reversal On AMT-130 For Huntington's Is a Disaster
2+ mon, 2+ week ago (773+ words) The FDA's new restrictive approach to rare disease therapies undermines confidence in regulatory consistency and impedes medical progress. After AMT-130 reduced disease progression by 75% in a phase I/II study, the agency's reversal threatens to delay a breakthrough....
uniQure's AMT-130 For Huntington's Disease Is One Giant Leap For Medicine
4+ mon, 2+ day ago (410+ words) Dutch biotech uniQure's AMT-130 gene therapy shows 75% reduction in Huntington's progression, a breakthrough for this fatal neurodegenerative disease. Success opens path for treating Parkinson's, Alzheimer's or ALS with similar brain-delivered gene therapies....
Verona Pharma: A 363% Return Thanks To Big Pharma's Myopia
6+ mon, 3+ week ago (217+ words) Merck plans to acquire Verona Pharma for $10 billion, or $107 per share " a 363% gain for the Innovation & Freedom Portfolio. [Verona Pharma: A 363% Return Thanks To Big Pharma's Myopia]What a great day for the Innovation & Freedom Portfolio: Merck announced its intention…...
Portfolio Update: Is This The Peak For Now?
6+ mon, 3+ week ago (401+ words) Since inception, the I&F Portfolio has gained over 100%, outpacing the S&P 500 by 85%, driven by standout performances from Rocket Lab (RKLB), Verona Pharma (VRNA), Navitas Semiconductor (NVTS), and others. This is not financial advice and is for entertainment purposes…...