BioValues
24.9K posts
BioValues
@BioValues
Biotech investor. Tend to focus on contrarian names, so I'm probably buying what you are selling/hating on. All tweets are my opinions only.
Denver Katılım Haziran 2010
334 Takip Edilen9.8K Takipçiler
@BioLobotomy that will be next year, per CEO, the focus is HPV+ pivotal trial this summer. I suggest you listen to the CEO speak recently. He tells you what's coming
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@BioValues Their previous intent was very much to also pursue 2L cervical, and I haven't seen them publicly back track. Did they? They got an oral for it and just a poster for the HNSCC data, making that data less likely to beat SOC imo (maybe the subgroup saves it, impossible to know)
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@BioLobotomy they are only pursuing HPV+ in 2L HNSCC and will have that subset data at ASCO (CEO hinting it's really compelling)
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@BioValues Cuz the oncology data has a real chance of not reaching the PFS they need to justify further development (peep the swimmer plots). I think there's a chance it hits, and it's not like it'll get halted anyway, so I'm holding... but idk if it justifies a runup
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BioValues retweetledi
Can someone explain to me why $ACET valuation (-$50M EV) is so dislocated vs $CABA (~$350M EV based on fdmc)?
I get CABA is further ahead in myositis but clinical data for ACET looks just as good or better in LN, they’re still dose escalating, and it’s allo vs auto …
Bio tracker@bio_tracker2026
(1/2) Really compelled by the $ACET set up. Data in 2025 looked promising and expectations are low. Negative EV going into a 1H update and future 2H update. Autoimmune cell Tx hearing back up, and EV sits well below comps (CABA and ARTV)
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@BioValues @HHGF99 @f8434784752 Isn’t it a bit higher fully diluted? Doesn’t really matter though.
And I actually didn’t know about higher dose somehow I missed that.
Although didn’t see any difference in 1 vs 3 x 10^8 doses (very small N to be fair)
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@bio_tracker2026 @HHGF99 @f8434784752 Only $73M market cap actually, and they'll have higher dose data too
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@HHGF99 @f8434784752 @BioValues Yeah I think artiva is likely to have some good data, but I suppose my point is what is the bar for ACET to hit to cause (any) increase in share price at $90M mkt cap? Seems pretty low. And SLEDAI all decreasing last update makes me think this one should be decent or better
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@rezfszubagoly so annoying the correlation despite positive news (data, buyouts, etc)
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@JeremiahEnglan5 Yes, given the nktx data delay. Though still bullish, just playing the imminent data and will re-enter
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@BioValues You rotating some out of NKTX to purchase these?
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@BioLobotomy @AaronRosenblum5 Insane upside if they show positive data in Sept. Probably a crazy run-up into too
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@AaronRosenblum5 @BioValues Thanks! I thought one of the main things holding it back was a low dose monlunabant readout, but I guess the market just thinks this MoA will eventually show CNS symptoms no matter what, making it a no-go?
Hopefully for those of us in CRBP, they're wrong.
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@BioLobotomy @BioValues Their deck shows ph2 ongoing but don’t see a trial on clintrials. They readout the 2a in sep 2024 and said they would do a 2b but market wrote it off as a 0.
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BioValues retweetledi
$CRBP initiated with a Buy rating and $45 price target at Guggenheim
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@BioLobotomy BTW Novo already read out their data and had bad AE profile, so their program is dead. CRBP is the only one left standing with this MOA
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@BioValues I'm guessing you're aware that they're competing against Novo both for the safety improvement and for who will read out first, right? I think their product should have similar weight loss and better safety, but I wonder how much it'll pop.
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@BioLobotomy haven't seen anyone say they're non-competitive. In fact, funds said the initial data warranted a $16 PIPE, so I'm happy to be in much lower going into mature data.
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@BioLobotomy $14/cash and moving into pivotal ph3 trial. Expecting a pop, that's all I care about
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$ACET RA Cap doing some positioning/structural change ahead of data: investor.adicetbio.com/node/11936/html
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