BioValues

Gotta wonder if the market actually believes Trump this time given the gravity of the situation vs before. Gains holding after hours $spy

$SPY up nearly 1% after hours x.com/i/status/20351…

*TRUMP SAYS OTHER NATIONS, NOT US, MUST GUARD STRAIT OF HORMUZ

*TRUMP SAYS US CONSIDERING 'WINDING DOWN' IRAN MILITARY EFFORT

@JacobPlieth next week it will:

@BioValues Has that even got a lab code?

$NVS paying $2bn for Synnovation's SNV4818, after $LLY paid $1.5bn for Scorpion's STX-478. Mechanistically, seems like good news for $RLAY, bad for $OKUR & $COGT

@JacobPlieth $OKUR has a pan mutant moving into the clinic too. To be announced next week

Interesting Qs raised by Evercore's Jon Miller: $NVS will have looked at all PI3Kα players, so why did it pick Synnovation? Was it preference for pan-mut vs $OKUR mut-specific? Safety differentiation vs $RLAY's "challenging" profile? Or an early efficacy signal?

$OKUR would be wise to capitalize on this and announce data and their own pan mutant plans Monday AM

$OKUR only $60M market cap and about to announce their own pan-mutant candidate this month, on top of the mutant specific data. x.com/BioStocks/stat…

@SVBriskmanager sorry, I don't follow it. Focus more on the micro caps

@BioValues You’re my biotech quant. Thoughts on $ERAS?

small rally, any news?

$OKUR nice move today in an ugly tape

$ARTV surprised stock is being hit so hard the past few days after these very bullish abstract titles came out. Should be running up IMO. Many positive hints (including the hires) that they are likely seeing good data in RA, etc. Cantor calling this a "very meaningful catalyst"

$ARTV HUGE hints just posted today on EULAR online program. Three presentations listed for early June. "Robust and durable clinical responses...in severe RA" and "highly effective in severe Sjogren Disease" (company hinted this is next indication). Exciting couple months ahead!

@B_C_1776 considering I see shitco without arry's C team moon all the time on data, I'll take my chances on this one.

$OKUR certainly trading like really good news coming. Up 7% in an ugly tape

$okur nice continued strength into data

$ACET I don't see any presentations listed for EULAR, so looks like they will issue a standalone press release on their LN, SLE and SSc data update, like they did in early Oct. April seems logical, as it will be 6 months post the initial data: investor.adicetbio.com/news-releases/…

@Jn66039675 just about the high bar of showing greater or equal to ACR 50 in 50% or more patients, and moving into pivotal RA trial, expansion into additional indications, etc.

@BioValues what has CEO said lately?

@Jn66039675 indeed. And when you couple that with the statements from CEO and all the hiring, and additions of big names lately.

@BioValues the titles of the abstracts are quite telling

@Jn66039675 I believe in mid-May

@BioValues Do you know when the abstracts are published?

@BioLobotomy apps-congress.eular.org/eular26/en-GB/…

@BioValues Yo! What a catch. Can you give me the exact link? I'd like to check when these were indexed, to see if this is already priced in.