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
——————–
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
———-
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
———–
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.

20 thoughts on “10/10/18”

  1. 34 months, not sure on tht one buddy n considering his last sentencing prediction was a lil off i hope he’s got this one right,, eh marty keep ur head up my bro, we’re all rooting for you out here

  2. Thanks for sharing your knowledge of pharma industry and experiences inside prison. I look forward to reading uour blog, very insightful.

    1. I’m sure you’re the famous Indian Air Force pilot “Aviani Chatuvedi.”

      If you’re going to pretend to be a woman, don’t use a picture in the public domain.

      Dumbass

  3. Martin,

    You confused correlation coefficient ‘R’ with Correlation of Determination R squared. (I use red light therapy, infrared light, for Trigeminal Neuralgia).

  4. Martin you’re amazing please keep us posted on your thoughts, an amazing mind like yours needs to be documented for future generations. Thank you again

  5. Hey Martin, hope you are doing well. I started watching u in late 2015 on youtube and continued watching on tinychat, spreecast, and blab all throughout 2016. I can still remember when watched one of your 5 hours livestreams in Nov 2015 and figuring out your networth at the time. I was in awe of someone with this much money and success was spending his time on a livestream talking to random people. I have seen billionaires like Notch and elon musk reply to people on twitter, but this was the first time I have seen a CEO and someone with successful companies talk to random people on the internet. It was pretty amazing to watch debates between you and low IQ haters on blab. The U.S. senate hearing, Wu-Tang beef, and harvard university will forever be remembered. Would like to say thank you for all the pharma research you have done, and all the finance and business content you have given to millions of ppl youtube for free. As a mental midget I don’t know much about about the science behind your pharma work, but I understand the basics of of how the pharma industry operates. You have contributed more to society than every MSM employee combined. Most have no clue how Pfizer operates, how insurance works. I did not expect the clintons / media industry take go so far as to making you a political prisoner for going against them. I wonder how many of the people who looked into the big media story about daraprim and didn’t realized you were a scapegoat and distraction for pharma. It is sad that there are many out there who don’t understand basic healthcare or finance. They will believe the “Most hated man in America” headlines about you and “people dying because they can’t afford drug prices.” Watching the roasting of thots on blab made for some of the best meme content of early 2016. Thanks again for the content / education you have provided to the internet. “The best of martin shkreli” youtube channel and your main is a gold mine of content / redpill / business education. Obviously I did not learn grammar or gain IQ form those livestreams or this post would look at lot better.

  6. Hi,
    I developed several interesting bio-medical projects e.g. DIY test for antibiotic resistance detection, DIY semen analysis test, safer condom model, new device for cervix amputation, new device for cleaning plasma with microvesicles, etc. etc.
    any ideas how to commercialise them? any VC nor Pharma companies do not answer at my emails
    Kind regards,
    Marek

  7. I find the gut microbiome super interesting, especially as it relates to intestinal permeability and autism.

    Going to print out the glossary section so keep it coming pleaseee 🙂

    <3

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