Rasmus H
@RazBioTechFounder @ https://t.co/rvCWR16DUM | 🧬 #biotech retail investor | 👀 $OCUL maxi | 🌎 Global citizen | 👋 always happy to connect
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I've built a product for biotech retail investors that I call biotickr.com. Global coverage. No paywall. Always free. Try searching for a ticker & and let me know what you think!
if you're pro-america, you are pro-pharma. WE make the world's medicines. WE make the world's breakthroughs. pharma isnt perfect, but provides millions of high paying, scientific jobs. very few of the world's amazing drugs would exist without us. pharma hate has to stop. (1/2)
Vabysmo was approved January 2022. In just 2.5 years hits an annual run rate of $4.4b. @JNap5C did great work recently on takeouts in the eye space. 4x of estimated peak is a good guide. $OCUL will 🚀 on good data q4 2025 (my est.)
The language used by $OCUL CEO in a recent webcast suggested that investors shouldn’t expect non-retina assets to be sold off (as I previously deemed likely). He highlighted how important it was to prove that the co could show it knows how to commercialise assets (like dex).
$4.4b annualised - if $OCUL proves itself with Axpaxli this is the benchmark. Not out of question for Axpaxli to change hands for $15b. Stars would need to align - but it’s within the realm of possibilities.
$xbi $ibb he’ll nuke the industry
Robert F. Kennedy Jr.: "Traditionally, pharmaceutical industries, it is a criminal enterprise... The four principal companies of Merck, Sanofi, Pfizer and Glaxo that produce, for example, all the vaccines in America have paid $35 billion collectively over the last decade in…
$xbi $ibb he’ll nuke the industry
RFK Jr. sheds light on how Big Pharma operates: "They are making $60 billion a year selling those vaccines, but they're making $500 billion a year selling the remedies for the injuries caused by the vaccines. The diabetes medication, the Adderall, the Ritalin, the Concerta...This…
$xbi $ibb I don’t feel great about this
RFK Jr. calls for Big Pharma Executives to be charged with pre-meditated murder: "Somebody should have gone to jail and until we start sending them to jail They're not gonna change their behavior." "This is what they (Big Pharma) do and as long as the penalties are a mere six…
Freedom of speech is the bedrock of democracy. If the truth is suppressed, it is impossible to make an informed voting decision. The degree to which freedom of speech is being undermined around the world is extremely alarming.
$OCUL wAMD (both P3 trials recruiting) peak sales 1.5b, DR (first P3 to initiate soon) peak sales 1.5b. Takeout multiple 4x, 18 months from now, when 1st P3 reads out = $12b. This is low end estimate.
$EYPT is interpreting FDA guidance on trail design in wAMD very differently than $OCUL.
For the first time in almost 3years I am adding to my $OCUL position, the POS for SOL phase 3 is at least 70% plus ex-wAMD portfolio is assigned zero value, I can’t believe the stock is trading below $6 when there is 70% chance that it will be at $40+ in just 2years
Opened starter position in $OCUL, I think stock has finally bottomed, 2022 play with big upside potential
I’m so happy to be holding $OCUL. I really do think this is a $10b company in just a few years
$OCUL Less than $300m EV is cheap. I get that we have no binaries for years and with funding solved there’s no incentive for management to keep sp high in short/medium term. Actually opposite so they can accumulate options/RSU’s on the cheap. I think this is 10x in 36 months.
$OCUL
Analyst Thursdays: Mizuho's Graig Suvannavejh joins BiotechTV for Analyst Thursdays. $ITCI $AXSM $ADAP $EYPT $OCUL $INSM $IMCR $IMTX $TERN Full video: biotechtv.com/post/mizuho-gr…
$OCUL BofA: “KOLs we spoke with had noted they would like to see at least a 2-step improvement in 20-30% of pts in a registrational trial.” That looks like a high bar given the HELIOS results. Was it just low n? Would an induction dose matter? Can population be tweaked?
$OCUL This is an accurate take. I see less and less risk with this study every time I review it, and maintain my view that it will be +ve. My concern is how long will it take them to recruit 300 patients? I worry the answer is 24 months which would make it 3 years before data..
one aspect I don't like post the DR data is catalyst desert into 2025 (a year of execution, perhaps enrollment updates for Axpaxli esp in 2025 can draw interest)
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