I'm on my way to SF for STAT's Breakthrough Summit West. Currently 34K feet over Iowa. I can see Caitlin Clark from here!

Tomorrow at 4:30 pm PT, I will be 'fireside chatting' with $CYTK CEO Robert Blum. I have a long list of questions and topics but I welcome more from you.

My rendezvous with the raw milk black market: quick, easy, and unchecked by the FDA statnews.com/2024/05/15/bir…

via Nicholas Florko #H5N1 #birdflu

Hilarious to watch $NWBO trolls, touts and numbf**ks plead desperately with the Roaring Kitty account to trigger a “naked short squeeze.”

This is based on a tin-foil hat conspiracy theory that there are 2B shares naked short. Hah!

Meantime, NWBO management slow-bleeds these

Judging by my inbox, Cory Kasimov has emerged from 'stealth mode' at ISI Evercore.

Initiating coverage on $BBIO $ACLX $NBIX $REGN $BMRN $BNTX & $MRNA

'Back in the saddle again,' he says.

Good to have you back, Cory!

Late-stage results set up Cytokinetics $CYTK heart drug to compete with Bristol $BMY statnews.com/2024/05/13/cyt… via Elaine Chen

Aficamten SEQUOIA data at the European heart failure meeting.

Onkure reverse-merging into $RPHM shell + $65M PIPE.

Onkure is developing a PI3k-alpha inhibitor in ph1 solid tumors.

onkuretherapeutics.com/reneo-pharmace…

Some context is in order.

Robert Howard dedicates his professional life to caring for people with dementia and Alzheimer’s.

Lindsay Burns and her husband Remi Barbier exploit people with Alzheimer’s for personal financial gain.

Let’s not forget: When Barbier/Burns sought

Always cheering when a fan reaches out.

Listen: Terrific episode with the ever prescient Helen Branswell 🇨🇦 on HSN1 bird flu and behind the scenes with STAT Pulitzer finalists Bob Herman Casey Ross
Plus: host Adam Feuerstein ✡️ tells Allison DeAngelis why Helen's stories put him edge
statnews.com/2024/05/09/rea… via STAT

$ITOS today another example of hedge fund insiders buying stock on MNPI. Boxer's Aaron Davis is on the Iteos board. Does pricing the deal at a premium to market insulate Boxer and RA Capital?

Even at that price, they have placed themselves at the head of the line, ahead of

CRISPR edits fail to cure HIV patients in early test statnews.com/2024/05/10/hiv… via Jason Mast

$MRNA FDA will not complete review of RSV vaccine by May 12 PDUFA date due to administrative constraints; expects to complete review by end of May

investors.modernatx.com/news/news-deta…

After its last deal fell through, Maze Therapeutics finds new partner in Shionogi for rare disease drug statnews.com/2024/05/10/shi… via Andrew Joseph

Recall, Sanofi terminated a similar deal with Maze last year after the FTC sued to block the partnership.

Sanofi $SNY enters vaccine licensing deal with Novavax $NVAX, giving beleaguered biotech a lifeline statnews.com/2024/05/10/san… via Andrew Joseph

This week's Biotech Scorecard newsletter:

$CYTK set to pitch its heart drug aficamten to physicians — and Big Pharma suitors. We will see an 'apples to apples' analysis vs Camzyos next week at the heart failure meeting.

$VRTX vs $BLUE 'cell collections'

$AMGN MariTide

$CTMX - Put aside the science for a second....

Why did CytomX management move up this data announcement?

Why did management issue a misleading (clearly incomplete, one sided) press release?

Why did management wait to reveal the true data in a slide deck?

Why did

Bird flu keeps rewriting the textbooks. It’s why scientists are unsettled by the U.S. dairy cattle outbreak statnews.com/2024/05/09/bir… via Helen Branswell 🇨🇦

$CTMX is why a vast majority of investors steer clear of biotech. They have no interest in playing on crazy island.