10/22/2018

Biopharma/Investing
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There are many diseases amenable to substrate replacement. I’ve designed some molecules recently.

Papers I’ve Read
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It’s good to be back to my locker(s)-full of journals. Unfortunately I really am in a conflict position on a lot of what I read.There’s very little I’m reading these days that I’m not actively pursuing or have an interest in, so it’s a little unfair to share it here. Just keep that in mind if I seem quiet.

Caliphalaxis. NEJM.
Bad disease, weak paper.

Evidance that Leonardo da Vinci Had Strabismus. JAMA.
They ran a p-value on paintings, LMAO!

Personal
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Good news! We’re back in our building after a 3 week relocation. The computers have real keyboards again, perfectly destructible. Sorry I was away–those keyboards were really awful. I’ll try and write more!!! I am amazingly busy as I’ve mentioned. And without reader feedback it’s hard to stay too engaged. If someone wants to step up and actually send me comments so that I can respond, I would definitely do that! If you are on the “CORRLINKS/TRULINCS” system with me, that would work easily. Perhaps my Dad will do it!? It would require not only reading the comments but then posting them to the WordPress site. That’s probably too much for the old man.

Basketball season has started–very exciting. The NFL action this week was fairly predicatable. I stayed away from the Eagles game and thankfully avoided the fate of others who favored the team. The Bills are humorously bad without Allen. The Patriots were the “lock” and delivered. The Vikings were in a similar situation against the woeful Jets. The Browns surprised me, yet again. What an improvement from last year.

Helping inmates here is a challenge. One fellow adds a superfluous -ed to verbs already conjugated with an -ed. When you say that you likeded that album, a part of me dies. Others make small improvements but in general time is spent here entertaining oneself. Whatever TV shows, music, etc. we can be exposed to trumps any self-help. It’s hard to change everyone. Social justice is even harder. I reprimand anyone who utters homophobic slurs but I sense this negative feedback is not always welcome.

10/10/18

Biopharma/Investing
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I like SRPT. Smart management, huge opportunities. Could 10x over the next 5-10 years. Think VRTX or BMRN but bigger and better.

New PFE management. Let’s see what they do with it. Big effort on the alopecia drug. I’d like to see smarter deals. MDVN and ANAC were embarrassing.

ASCO Fall (ESMO) shouldn’t bring much new.

Papers I’ve Read
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Reminder that most of my mail is still in our “old building” which we’ve vacated for repairs.

Sweet Binders: Carbonic Anhydrase IX in Complex with Sucralose. Lomelino et al. ACS Med Chem Lett 2018.
CAIX is of interest to Warburg effect fans (not sure where I stand on that, not very positive at least). I’m sure the authors understand that carbohydrate-based drugs are mostly cell impermeable, but who knows what the carb uptake receptors will pull in…

Clinical Trials I Noticed
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Dose Escalation and Expansion Study of FLX475 Monotherapy and in Combination with Pembrolizumab. FLX Bio.
This a CCR4 antagonist from the people that brought you the Bristol-Flexus acquisition.

A Study of JNJ-63733657 in Healthy Japanese Participants. Janssen (JNJ).
This is a tau antibody for Alzheimer’s.

A Study to Evaluate the Safety, Tolerability and Pharmacokinetics (PK) of TAK-981 in Adult Participants With Metastatic Solid Tumors or Lymphomas. Takeda.
Mechanism unknown.

Arginase-1 Peptide Vaccine in Patients With Metastatic Solid Tumors. Heriev Hospital.
Interesting.

EBV-TCR-T (YT-E001) for Patients with EBV-positive Recurrenct or Metastatic NPC. China Immunotech Co., Ltd.
I’m not current on EBV-driven tumors but this looks interesting. China IO in general is fascinating.

Phase 2 Study to Assess Dystrophin Levels in Subjects with Nonsense Mutation Duchenne Muscular Dystrophy. Drug: Ataluren. PTC Therapeutics.
Give up, already.

BI 655130 Long-Term Treatment in Patients With Moderate-to-Severe Ulcerative Colitis. Boehringer Ingelheim.
This IL-36 antibody had very good results in pustular psoriasis (80% disease activity reduction). No other IL-36 mabs as far as I know…

Researching an Effect of GLP-1 Agonist on Liver STeasosis (REALIST). Trulicity (dulaglutide). Lilly.
I don’t think this trial is very realistic.

Dual mTORc Inhibition in advanced/recurrent Epithelial Ovarian, Fallopian Tube or Primary Peritoneal Cancer. Takeda.
This drug, TAK228 aka MLN0128 aka INK128 was acquired from Intellikine. Generic name is sapanisertib. Not sure on how more isoform activity will help.

Anhidrotic Area and Safety of MEDITOXIN in Healthy Male Volunteers. Meditoxin vs Botox. Medy-Tox.
Korea Botox.

Intestinal Microbiota Transplantation or Nonalcoholic Fatty Liver Disease. Zhongshan Hospital, Xiamen University.
Bizarre!

A Multi-center, Prospective, Single-Blind, Controlled Trial Comparing Diagnostic Value of Different EUS-FNA Techniques.
Procedure: Standard suction, slow-pull, wet-suction.
Procedure: Standard suction, wet suction, slow-pull.
Procedure: Slow-pull, standard suction, wet suction.
Shanghai Zhongshan Hospital.
Now, I’m no expert, but I have received this therapeutic intervention dozens of times. You definitely want standard suction, wet suction, and FAST pull. Cuts procedure times meaningfully.

The Effect of Light Therapy on Post-Surgical Pain. Green LED vs. White LED light therapy. University of Arizona.

The Effect of Experimentally Increasing Sedentary Behaviour on Subjective Well-Being. Western University, Canada.

Influence of Dental Occlusion on the Performance of High-Level Rowers. Rennes University Hospital.

Personal
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34 months to go in a few days. At worst.

I haven’t seen such a mispriced line in the NFL this year until PHI -3 vs. NYG. The Giants are bad.

Anyone think Pinkerton is overrated in this 2018 #metoo environment? Geek misogyny?

Glossary
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myeloid. The bone marrow lineage which differentiates to granulocytes, monocytes, erythrocytes and platelets. Contrast with lymphoid.
ontogeny. Development of the organism from birth to death. Contrast with phylogeny.
phylogeny. Evolutionary development of a species, throughout time. Contrast with ontogeny.

10/3/18

Biopharma/Investing
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So many distressed generics companies. ACET, LCI, TEVA, AKRX, CXR. There has been a bunch of consolidation: Sandoz/Aurobindo, Teva/Actavis, Amneal/Impax, Aceto/Citron, Lannet/Kremers, Stada/PE, . I think you have to see some more Indian consolidation. Perhaps Sun, Cipla, Lupin or Dr. Reddy’s will flex their muscles.

What do y’all think of the PTCT data?

Boston Pharmaceuticals didn’t get the memo that you can’t have a successful antibiotic company in 2018.

Clinical Trials I Noticed
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A Clinical Trial to Evaluate the Reversibility of Abacavir/Lamivudine/Dolutegravir CNS-Related Neurotoxicity After Switching to Tenofovir Alafenamide/Emtricitabine/Darunavir/Cobicistat
J&J funded.

Safety and Antitumor Activity Study of Loncastuximab Tesirine and Durvalumab in DLBCL, MCL or FL. ADC Therapeutics.
Safety and Antitumor Activity Study of Loncastuximab Tesirine + Ibrutinib in DLBCL or MCL.
ADC is one of the most exciting private companies. Target here is CD19.

PF-06952229 Treatment in Adult Patients with Advanced Solid Tumors. Pfizer.
Despite the title, this study is enrolling only breast and prostate cancer. My guess is its some androgen/steroid synthesis inhibitor. MOA unknown/unpublished.

A Study of FT2102 in Participants With Advanced Solid Tumors and Gliomas With an IDH1 Mutation. Forma Therapeutics.
Another IDH competitor–this drug, olutasidenib, makes me wonder if AGIO is a short. CELG has a bunch of weird options on Forma’s programs (and company).

Intratumoral AST-008 Combined With Pembrolizumab in Patients with Advanced Solid Tumors. Exicure.
I never understood the whole “stab the tumor with a drug” thing. I suppose there are non-resectable lesions that are still accessible by injection? Anyway, DVAX is doing this, too.

Effect of Shortening the Palatal Extension of the Mouthguard on the Degree of Satisfaction of Water Polo Players. University of Barcelona.
I hope these brave scientists conducting this ground-breaking research are successful.

Psychoeduc Interv. Through Meta-universes on Condom’s Use Self-Efficacy and Sexual Behavior in Students of UAChile.
Speaks for itself, really

Personal
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The computers here have new keyboards which are horrible. “The Virtually Indestructible Keyboard” does seem indestructible but it also virtually unusable. I’m an expert typist–I feel bad for the two-finger typers here.

Closing in on 34 months to go. This bid is about how much time I spent in college, not studying.

Football
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How good are the Chiefs?!!
My formula says Patriots have an 86% chance of beating the Colts. My other formula says they win by 15 points with R^2=0.5. Line is -10.5 with ML implying 75% win odds.