| From: JamesK | 4/12/2025 10:33:01 PM | | | | | | | hmmm, IGMS has about $183 million cash at last report but as far as I can tell they don't have any products. They issue no news. I guess this is what they mean by "zombie company". |
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| From: software salesperson | 4/14/2025 9:16:51 AM | | | | | | The Breakthrough Blood Test for Alzheimer's Disease: The p-Tau217 Biomarker for Prediction and Prevention
with the recent media attention on blood tests for alzheimers, it's nice to have an explainer from Eric Topol who makes the topic semicomprehensible to this layperson. sign up with email to get the free version and comments.
it's ,the test, is available through Quest and LabCorp, among other labs.
erictopol.substack.com |
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| To: DewDiligence_on_SI who wrote (52140) | 4/18/2025 3:37:20 PM | | From: JamesK | | | | I understand. We could both post media stories. As a biotech investor I'm waiting more to see what direction they go with things rather than worrying about whether they have enough reviewers.
It'll take some time there to see what happens. |
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| From: Aloner | 6/6/2025 9:11:15 PM | | | | | | IBRX is up more than 50% over the last 30 days and still 50% below it's 52 week high. The FDA approved their drug ANKTIVA, for NMIBC, the only drug for the treatment of Bladder Cancer, with a 80% success rate, in December. They were just approved to treat Lymphopenia for Pancreatic Cancer with the same drug. They went with Trump to the Middle East and licensed their drug to the Saudi's with Trump in the room and approving the deal. Strong balance sheet, strong quarterly report. Book value is currently $2.6B. The number of new patients with NMIBC in the US alone is 61,000 per year, the fourth leading cause of Cancer in Men. Now there is a treatment.
Conduct your own due diligence, but you should do it before they get bought out.
immunitybio.com
And speaking of Bladders, UCLA just accomplished the first ever Bladder Transplant on May 4th. |
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| From: JamesK | 7/31/2025 10:29:47 AM | | | | | | Both ARGX and ALNY had blow out earnings today. Doesn't seem to help the industry much though.
ATTR-CM looks like a gigantic market. ALNY BBIO PFE |
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