@GermanBiotech Profile picture

German Biotech

@GermanBiotech

Biotech Investor, Former Scientist, M.D., Tweets since October 2019

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Everyone who sees these photos and is reasonably healthy should pause for a moment and be somewhat humbled and grateful. Often in everyday life you forget how relatively well you are doing and get angry about trivial things and do not enjoy the here and now.

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I am currently looking at the CC of Heidelberg Pharma on HDP-101 (anti-BCMA-ADC, toxin = Amanitin) in MM. Short conclusion: Theory good, practice insufficient. Low efficacy with considerable side effects (especially grade ≥3 thrombocytopenia). I am not convinced.


$BNTX and $PFE win bid to invalidate $CVAC's UK COVID vaccine patents. reuters.com/business/healt…

1/2 In the meantime, the court has published its own PR. This shows that the PR of $CVAC quoted above is incomplete and grossly misleading! The court has doubts about the protectability of $CVAC's utility patent and assumes with reasonable probability that $BNTX's opposition



CMO Sophia Randolph is leaving $ALXO ... officially at her own request, but the separation agreements suggest that she has been fired. ir.alxoncology.com/node/9621/html


I've been watching $AFMD again for a long time. EV $25 M, the low valuation seems incomprehensible in view of the latest results of the LuminICE-203 study and the AFM24-102 trial. Actually, $AFMD is an interesting takeover candidate for various reasons. Strange.


$GSK "Interim data suggest the vaccine candidates have an acceptable safety" I would like to know details. The Safety profile of previous vaccine candidates based on $CVAC's mRNA technol appeared signif worse than that of $BNTX $PFE and $MRNA's vaccines. gsk.com/en-gb/media/pr…


$ZYME $JAZZ 1L zani + CT ± bevacizumab in HER2+ mCRC → very good effectiveness, but certain safety problems #ESMO2024

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First in human study of the mRNA-based cancer vaccine CVGBM $CVAC in pts with newly diagnosed and surgically resected MGMT-unmethylated glioblastoma. #ESMO2024 The safety data does not look good.

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Volatility Index $VIX > 60 Today is a good day to buy shares.


It has been said repeatedly here: This crossover concept in the Sierra trial was just plain crap, the people in charge at $ATNM should be fired. Nevertheless, I believe that Iomab B will be approved in r/r AML on the basis of the now proposed trial concept ir.actiniumpharma.com/press-releases…


A small, unprofitable biotech company launches a share buyback program. You don't often see something like this in life. $ZYME ir.zymeworks.com/news-releases/…


Unfortunately, I can do very little with that at first. I hope there will be more detailed information during the CC. $ALXO ir.alxoncology.com/news-releases/…


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