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@BioLobotomy
Usually sick. Datagobbler, biotech analyses may emanate from me occasionally she/her Long: $PEPG $ELTX $CRBP $NKTR
Barcelona Katılım Ocak 2026
36 Takip Edilen139 Takipçiler
@BOSSTRADING0 "agreed purchase" you mean this one or the 5 million one a couple months ago?
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@BioLobotomy Yes we saw a 10% pop but remember it was An agreed purchase from months ago. The form 4 was only published months later.
I mean I think there’s a valid point that problem may persistent but possibly less than previously expected. I think funds will look through that
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$KLRS Mr. SRINIVAS adding over $1 million bucks! Around 50% cheaper than his original buy.
nAMD data 1H 27’
$XBI $IBB
AJ@BOSSTRADING0
$KLRS Director preaches $5 million dollars at open market! Catalyst: Phase 1 in-Human Evaluation of TH103, a Dual-Targeting VEGF and HSPG Inhibitor: Phase 1 Single Ascending Dose Study in Treatment-Naïve Neovascular AMD -2/26 $XBI $IBB
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@BOSSTRADING0 Did his original buy cause a pop at least? I'm worried that because the IOI is so far above what approval necessitates (below 2%) that funds may be convinced that the problem cannot be erased
perhaps they even tried the formulation in their own labs, they have the money for sure
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@blueskymindtq So it makes sense for them to get out and wait for the de-risking event. Many of these people and funds are playing with amounts of money we can't even imagine, they can't really leave it up to chance. Waiting for a bit (full data q3, I think) is the correct move!
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@blueskymindtq Hi! The nearest catalyst is full date for their epcam ADC. People are dumping because it's a risky event; if the dose based breakdowns elucidate that the updated prophylaxis regimen didn't help as much as advertised, they won't be able to advance into earlier lines (less TAM).
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@ElMonoGran42994 @BioValues I dunno. As I also said, I think the -20% reaction is very strange. I'm considering a position but usually with reactions like this, retail is missing something
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@BioLobotomy @BioValues This is a company valued at zero with initial efficacy trumping efficacy of an approved drug with a value of multiple billions. The shear optionality that it might hypothetically work equally good should have given this company a value of a few hundred millions
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@BioValues @ElMonoGran42994 -20% before the PR even drops is crazy though. Would've expected it to move positively but with skepticism
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@BioValues @ElMonoGran42994 The fact is that the efficacy looks great for very late line, but TRAEs in ADCs can vary massively based on dose intensity (from what I've seen, more than other treatments). So when people see this efficacy/safety combo, they want a detailed breakdown to judge the skew.
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@meangenebio @BioValues You mention only one case of grade 2 ILD, but what about the 45% treatment related grade 3s?
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$NXTC
SIM0505 P1: 57% ORR 🤯 at therapeutic doses in heavily pretreated CDH6-unselected OC
Median 5 prior lines. 1 Grade 2 ILD only
MTD not reached. Matches R-DXd efficacy with cleaner lung tox. $56M market cap
Partnership conversations data ☎️
Mean Gene@meangenebio
$NXTC I like it at $9 for r/r 23% interim ORR attributed to LNCB74 belongs to XMT-1660 and HS-20089
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$CRBP CC for data next Tues at 8AM ET. Probably a lot higher after. Read between the lines. ir.corbuspharma.com/news-events/pr…
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@BioValues Would you ever have expected to see $ARTV back trading at near cash after their data was so beyond best case scenario?
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Buying more $PEPG at $1.37
Whether it's the halt resolution that makes it pop, or the higher dose data, is irrelevant. Either way, unless they choose to dilute at these prices (which would be a catastrophically moronic business decision) there's money to be made from here.
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@BioValues They claim they just fucked up the dosing and the concentrations were too low.
From assays it seems that they're right, but how a competent team of scientists fucked up basic PK to that extent is beyond me.
The worry for me is their compound looks potentially better restricted
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