Biotech stocks, including $ALNY and $BBIO, experience significant movements following clinical trial results. $ALNY shows positive outcomes in a Phase 3 trial, leading to a surge in market cap and stock price. Analysts discuss the implications of the trial results on the biotech sector, highlighting potential treatment options for ATTR cardiomyopathy and market reactions.
$BBIO beat down by $ALNY data here Has many other assets. Might sink further but looking as an interesting potential entry at these levels. Lots of pokers in the fire. https://t.co/ba1amLukFM https://t.co/KijUyEuKxt
Today's M&A notes $FCU.to to be acquired by $PALAF for 0.1076x shares, 25.8% premium, $1.1 billion $ALIM to be acquired by $ANIP For $5.50 cash per share + CVR worth up to $0.50, 74.6% premium, $381 million $TARO / Sun Pharmaceutical deal closed https://t.co/uYyG154MKN
Monday Morning Stocks on the Move! Gainers: $ALNY, $TRNO, $UBSI, $ARGX, $RXO Losers: $INSP, $EXP, $RMD, $BBIO, $ESI #Stocks https://t.co/pls0DXRo8R
$ALNY lots of negativity on outstanding results on biotwitter. Fuel for run to $250? $BBIO $NTLA
$ALNY CEO on the first-line therapy question: 'unprecedented mortality data in modern era'.
$ALIM (+76.8% pre) Alimera Sciences leaps on takeover deal by $ANIP ANI Pharmaceuticals - SA https://t.co/cEkfZO5P3O
Cantor $XBI $ALNY One of the biggest binary events in Biotech this year - so could it help drive a rally? Right now the stock is indicating +35% pre-market, but based on our survey work/investor conversations, we could see a stock move in the ~$250 range
$ALNY just in from the call: 'evidence of additive effect' with tafamidis.
$BBIO's problem is not really $ALNY data, but to show actual clinical data proving superiority over tafamidis, not just biochemical measures of potency.
we now know why $ALNY extended the trial it would have failed otherwise $BBIO
Well - we probably will have to wait till ESC to get the full picture of $ALNY HeliosB - .. the one particular data pt I care is the survival rates at 30s for both pbo and treated arms (on taf or not) = for context - the $BBIO Acora P3 at 30s - the pbo arm survival rate was 74%… https://t.co/YXgO53zCEJ
Seeing lots of debate about $ALNY versus $PFE / $BBIO Seems like patients/physicians/payors will have choice between at least 2 options for treatment of ATTR cardiomyopathy Daily pill or Q3 month injection Each probably pricey (>$300K) per year Expectation is that only one… https://t.co/V0MLadauX1
$NTLA imagine the blood bath if they had just started large CRISPR p3 ATTR-CM trial and $ALNY's RNAi drug bombed....unfathomable. Huge relief for that company. While it is unlikely #CRISPR will have large market share in ATTR-CM, there will be some that will prefer it.
Seeing lots of debate about $ALNY versus $PFE / $BBIO Seems like patients/physicians/payors will have choice between at least 2 options for treatment of ATTR cardiomyopathy Daily pill or twice a year injection Each probably pricey (>$300K) per year Expectation is that only… https://t.co/V0MLadb2Mz
$ALNY flying 40% on Phase 3 win Sep. call spread trade featured in March going to hit big https://t.co/11I7kMC4z5
Said one way, $ALNY adds more than a $BBIO in market cap on its initial opening trades.
BIG NEWS $ALNY hits +33% right where we had it at +35% 🚀 https://t.co/PYlTMlzDzt https://t.co/Dll39RH7CG
$ALNY $BBIO can some stat freak calculate the predicted win ratio for vutrisiran based on hazard ratios? Also of note, in HELIOS-B patients could be on tafamidis at study start, whereas in $BBIO trial it could only be added later. This gave $BBIO an advantage. https://t.co/pN7GUCZ27k
$ALNY resumes ↑ 30% https://t.co/qrArQa30yq
This is why I like the punk move by $BBIO mgmt with its Acora P3 - they did the same stats model - Andersen-Gill - used in the $ALNY HeliosB - and they got 0.0008 - .. that was one of the big uncertainties I have on the stats side when dealing w/ x-trial comps - the win ratio…
$ALNY 2 conclusions we can draw already re cardiac outcomes: 1) Getting vutrisiran is better than no Rx at all 2) Adding vutrisiran to tafamidis is very likely better than taf only (since hazard ration maintained in mixed pop vs monotherapy) 3) the first-line question…
$ALNY HeliosB is out - just as I have expected - win on both overall and mono primaries - interestingly though, the stats P-value was actually quite close to the edge for missing both - at P= 0.01 ish levels - .. a FAR cry from the p=0.0008 case w/ $BBIO Acora - .. I am not a…
Wow, looks like best-case scenario. $ALNY and #RNAi to the moon. https://t.co/ugKCQJvYMn
$ALNY halt
$MRK | 5 Biotech Stocks With Key Catalysts This Week: Merck, Intellia, Verona, And More The SPDR S&P Biotech ETF has gained a modest 3.46% so far this year versus S&P 500's 14.6% advance. Merck awaits a key FDA decision for its ADC candidate meant to treat a certain type of… https://t.co/gOgqzT5WhT
$ALNY $BBIO what were the trial designers/regulators even thinking??? Either run a study against active comparator (here: tafamidis)... ...or study SOC (here: tafamidis) PLUS new drug vs SOC alone. These mixed population studies have become such a mess in ATTR-CM. As…
$XBI biotech lags with small caps. I think we are back above the century mark by year end. Not really a focus short term. Big cap pharma sitting on tons of cash while organic growth is minimal. Mergers and acquisitions will spur the sector again.