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Matt
MattBiotech
For Issue #4 of my newsletter, I wrote everything in my brain on Geographic Atrophy. $APLS $ISEE $CBIO $GMTX. C3 vs. C5 vs CFH. Monthly vs. every other month. Square
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Pharm. D
Pharmdca
$FSDC a potential game changer in Age-Related Macular Degeneration (GA). 2 types of AMD: Wet and Dry AMD. Dry AMD affects roughly 80-90% of individuals with AMD. The Wet AMD
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pathdoc3
pathdoc3
#COVID19 - repeated trends:-Endothelium-Vitamin D deficiency-Lymphopenia-Neutrophil Extracellular Traps #NETs -Autoantibodies / Antiphospholipid Antibodies #aPLs -Lupus-like autoimmune response -Immunothrombosis - blood clots-#ME/CFS / Dysa
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Sentiv
sentivcapital
$FSDC (thread): Merger with Gemini in January. Focused on huge GA/dAMD market (think multiples of wAMD). No current Tx, $APLS C3 first to market, with other C inhibitors to follow
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brendan
brendan_49
Basic view/strat on various stocks:$OCUL - big weight, riding indefinitely.$REPL - ditto. I believe in vision of OV's as backbone PD1 combo.$FGEN - bullish on US regulatory outcome, bullish on
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Hillel
hillelogram
This is an interesting question, and while I reject the argument that FP is "better" than OOP I think it's worth discussing complex forces at play here. First of all,
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