I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Cite asCryptoQuant has tracked the directional calls on QURE by @A_May_MD on X since Jan 2026: not yet scored on QURE (as of Nov 11, 2026).
2 QURE calls on record, a thin history.
Relative view by default: fewer than 30 QURE calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @A_May_MD to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Super interesting case study into how disclosure timing (with potential f*** ups) can have a massive impact on how data is received by the market…at least temporarily. $QURE https://t.co/f23CX6eobK
View original →So, uhh.... $QURE is still getting approved, isn't it? 👉The 4 year data from today isn't even part of the accelerated approval data package that was submitted to the FDA. Accelerated approval submission was on 3 year data. 👉The 3 year data with newly added patients got *even better* on cUHDRS delta. 👉The accelerated approval endpoint is cUHDRS at 3 years, but the confirmatory trial endpoint will be TFC. The new 4 year data that people are freaking out about today missed stat sig on cUHDRS, but *is still stat sig on TFC*, which again, will be the actual confirmatory trial endpoint. 👉"There is no placebo group" people always ignore the low dose cohort too. Why? Patients were blinded to dose cohort, making the low dose cohort essentially a placebo cohort with a 10x lower dose. The high dose is *still stat sig superior to the low dose group* at 48 months on both endpoints versus this "pseudo placebo" group. 👉CSF NfL is totally flat after 4 years, whereas it should be up *significantly* in untreated HD patients. All of the above points will be discussed at the ADCOMM, which was already expected before today's data. The FDA refusing to approve this would sincerely surprise me. "But what about commercial viability?!" Do you even know what we are talking about here? This is Huntington's disease...You think nobody is going to want the drug because "The 4 year ~50% reduction of disease slightly missed statistical significance against the external control!" Patients will see ~50% slowing on cUHDRS (missed stat sig) and ~60% slowing on TFC (strongly stat sig) and want the drug. This part is not complicated. The only question was and is: Approval or no approval? You think the current FDA is gonna reject this? LOL, ok - let's see.
View original →
