notebooklm.google.com/notebook/a50ae…

relevant for $CRNX the CAM 2029 CRL included asking for more safety details. Not mentioned in the press release.

docs.google.com/spreadsheets/d… see here for list. including company, drug, reasons, and path forward. #fda I've added the PRs for each of the CRLs and if the CRLs "agrees" with the Associated Press release. For example, Some companies may not discuss the totality of the CRL ($APLT)

$CELC Valuation 2B, What's the estimated sales for a weekly IV drug with inline efficacy to ADCs in the same population? This seems...high

Wait, are all those "Oracle Cloud infrastructure" ads for real? $ORCL

Sheep of Wall Street Often get asked if AI can be used in Regulatory side of process. There 5 modules in IND and NDA/BLAs. May be AI can be used in module 1 which contains administrative information. It takes team of about 50-100 experts at different level from nonclinical, clinical, cmc, labeling,

$QURE. For everyone saying "management is bulllish seeing patients out to 36 months". Keep in mind the first two patients Out to 24M hugely outperformed the rest of the cohort. The cUHDRS drop from +0.7 to -0.3. The average of the new 4 patients is.....-0.6. IDK how we get

$QURE adding a few more things and clarifying See image. The new 7 patients at 24M are -.46 on average. At 18 months, the next 3 patients are -0.7 (in line with NH) -> will be worse at 24M likely. The benefits are primarily on cognitive scores like SWRT, not Total