Member Info for Thoth2

If he cant manage a timely release of a tox report. I have zero confidence in him managing a complex set of trials. Blunt but true. IMHO

There is a weird symmetry. But also a cautionary tale or two. When sar was a contract research co and nearly went but 15 years ago it flogged its assets a zebrafish to galapagos. Gilead loves jaks and is shareholder in srra and gets royalties on momo. It sort of feels right. The cautionary tale is the galapgos share chart. I will be well gone before p3. But we have a few years of good news before then ;) i hope..

https://www.evaluate.com/node/17348/amp
Pfizer went down our route of tyk2 with a bit of jak1. But offloaded. Its a bit of a gut feel/experience/ joy of not beeing big pharma that we have tweaked it right. But very beady eye on it hence why tox data imperative.

Rodents and small mammals mostly i think. Inc dogs. Cant really tell until human trials. But a predictor if problems. Or clean sheet.
2. Im quite reassured we had boiler room deramp. Suggests summat up.
3. Sng. Like most here will be long gone before any p3 readout. We have 3 years of milk and honey to unload before then :)

Tox is quite key. On chk1 we had an "exquitivelt" selective molecule. And are the only chk1 left. All others failed on dose limiting tox.
Tyk2. The jak class has been getting black box warnings because of tox. So they have to dose at lower levels than most effective.
Tox as an indicator of dosing levels absolutely key. Are we a second rate tyk2. $2bn drug. Or no tox issues rival to bms $20bn drug. It will be a key differentiator imho. And im nosing around galapagos gilead atm to see if we are better

Has anyone seen any tox data on the galapagos tyk2 ? I cant find any but would be very intrested for a benchmark if anyone has seen.

Half year report 2 months earlier than usual.
Organised crime imho deramping meantime.
Clutch your nutz. Last time i got this attention. I was called wendy.

Not a popular view but mine. I think we are in a lull. Its convenient its gone away. I dont think it has. We have variants evading tests (headline reductions). Zooonosis. Hong kong. Personally more people than ever whacked out. Ill keep my powder dry but ... dont think its near over.

Its organised crime. Moving to aim now the neumarkt is shut to them. Not long now.

As expected. Tox news obviously being timed strategically. For what i dont know but assume there is a pr plan. Before or after dunno. But nothing bad which they would have to say. So my assumption is very gòod shortly. Otherwise bland. But half years out of the way means they can release new news after. But lth

i just phoned them up. took 1 minute after security questions. im a yes to all motions fwiw

A bit weird. But may be me. The hot money primer.
https://www.theguardian.com/science/2022/feb/17/if-they-could-turn-back-time-how-tech-billionaires-are-trying-to-reverse-the-ageing-process?CMP=Share_AndroidApp_Other
Calico (google) been at it for several years. Altos just poached Hal Barron from Gsk as new ceo. Hal Barron a huge tyk2 fan for many years ive even twittered about on articles. Any link appears to be completely scrubbed from the interweb. HB and tyk2 have no links it seems. They did. Weird af.

I have long believed that over half of disease is immune related. Even neuro diseases such as alzheimers. Had a brain click from my reading around. Senescence. Telomeres. Hottest sector in bio is antiaging (cell senescence). Hot hot hot money. And an oh so natural application for tyk2. Ill put up some reading over the weekend. But hopefully market finally catching up on immune generally. And our patents specifically. Super weekend all

Bailiff. I assume thats a euphemism for a pre holiday wax ?

Maid. I dont know. But my guess is raw tox data already been shared. And deal values are counterintuively just as big before p1 as after. Rationale is the big pharma wants to guide the development program. So i dont know. But we could get a tyk2 deal anytime. Problem with bio. Its very hard to time when to be in or out. I just top up on the dips. Works for me. But news next week or in a year dont know. Gla

M&a happening again.
https://www.genengnews.com/topics/drug-discovery/small-molecules/looking-beyond-the-curve-merck-inks-up-to-1-7b-small-molecule-partnership/

Im a very old timer on the markets. and may be coincidecintal. we may never know. I have a fairly large position. I have traded long and short mostly in bio. Yesterday I reinsytated my limit sells. If im right it was an absolutely classic short trap. ****ing loving it :)))

Posts taken down. All a bit weird. Imho strap in. Buckle up. Lift off imminent. Imho
https://youtu.be/Y3ixEzKA4k0

About to take the cxxxunts to the cleaners ;)))) im usually right.

Having attended several agms. And usually less than 10% of holders bother to vote. And most large shareholders in favour. And the bod. And i assume most of the hnwi. Its a bit theoretical question. Eat it up.