Biostock_Youtuber

Just a while ago, this was a tiny account with only 10 followers. Thanks to @Biotech2k1 and an amazing biotech investing community, it’s growing fast☺️ If you’re into biotech stocks, drug discovery, and market insights, let’s navigate this space together! 📈 🔁 Retweets = massive support!

Focused on advancing medicines for genetic diseases, BridgeBio will report Q4 and full year 2025 financial results and provide a business update after market close on Feb 24, 2026. Conference call at 4:30 pm ET. Details: bit.ly/4kzrxGp $BBIO #Earnings #Biotech

I like all of these companies and I hold all of them. 1. $BBIO 2. $AXSM 3. $ARWR 4. $CRVS 5. $BHVN

$BHVN: Bought back in. Sold for tax-loss harvesting last year, but the recent degrader platform data shows clear differentiation; believing in the pivotal trials. Cash burn is a concern, but expecting a BP partnership soon. Not expecting much from their obesity drug. Kv7 is just a "lottery ticket," for me, but I'll buy the dip aggressively if it fails. $ARWR: Catalyst-rich year. Unlike BHVN, they are well-capitalized and de-risked with approved/near-approval assets. The CNS siRNA primate data was impresive—praying it translates to humans. Their broad applicability to various indications beyond liver disease and dual-knockdown technology are also impressive. Even with oral obesity drugs rising, long-acting siRNA injectables will take a solid market share. Undervalued considering their tech moat. $CRVS: Jumped in after the spike because the potential is too unique to miss. Liquidated $ZLAB to consolidate here—this is my "home run" pick. Not overly worried about the covalent ITK inhibitor toxicity; selectivity is high, and Pfizer’s Ritlecitinib (also ITK) is already FDA-approved for teens. Expecting steady gains from $BBIO and $AXSM. Once BBIO’s infigratinib P3 hits and AXSM secures the Alzheimer’s indication, I’ll rotate more capital into $BHVN and $ARWR to scale up.

$CRVS I jumped in.

$RXRX We used to own it a long time ago.. now $NVDA Softbank, Cathie Wood, Novo are all in this... I wanted a biotech AI play so I bought a few thousand shares even though it ran up... nothing big but this one is a flyer for me

📈 Deep Dive On $RXRX $RXRX SP: $4.261 Market Cap: $2.221B $RXRX is a clinical-stage biotechnology company focused on using artificial intelligence and large-scale biological data to improve how new drugs are discovered. Its core asset is the Recursion Operating System, an integrated platform that combines automated wet labs, imaging, and machine learning to systematically map how cells respond to genetic and chemical changes. The goal is to move drug discovery away from trial-and-error and toward a more repeatable, data-driven process. The business operates through a hybrid model. $RXRX develops its own internal pipeline in oncology and rare diseases, while also partnering with major pharmaceutical companies such as Roche, Genentech, Bayer, and Sanofi to apply its platform to external programs. These collaborations provide upfront payments, milestones, and potential royalties, helping fund operations while the internal pipeline matures. The most advanced internal asset, REC-4881 for Familial Adenomatous Polyposis, has recently produced Phase 1b/2 data that meaningfully improved investor and analyst confidence in the company’s clinical credibility. $RXRX investment case rests on whether its platform can consistently translate computational insight into approved drugs. The scale of its proprietary biological dataset and the depth of its pharmaceutical partnerships create a barrier that few AI-biotechs can match, and the more than $500M already generated from collaborations suggests the platform is viewed as strategically important by industry leaders. REC-4881 is particularly important because it represents a tangible test of whether this approach can deliver differentiated clinical outcomes, not just interesting data. If REC-4881 progresses into pivotal studies and eventually reaches approval, Recursion’s valuation framework changes meaningfully. Internal drug revenues, combined with milestone and royalty streams from partners, would allow fixed R&D infrastructure to generate operating leverage rather than losses. If clinical progress disappoints, however, the company risks remaining valued primarily on narrative, with continued dilution and limited visibility on sustainable cash generation. With that being said, I rate the shares as a STRONG BUY, with a price target of $11. More info here 👇 ir.recursion.com Follow @OptionsFlowBoss for more detailed stock analysis and unusual options flow.

Year end portfolio update. I sold my entire $BHVN position for tax loss harvesting to offset short term trading gains. I still like the degrader platform concept, but IgA nephropathy looks crowded. As a later entrant, I could not see a clear path to taking meaningful share. $BBIO has been the main driver of my unrealized gains thanks to concentration. I will keep holding and hope the third Phase 3 catalyst delivers. I also started a position in $CYTK. It gives me BBIO vibes, and I plan to build it into a secondary core position. $ZLAB has been painful since I entered and the stock has been trending down. I am still holding $ZLAB despite the drawdown with conviction in its DLL3 ADC for SCLC, where the I-Dxd (Daiichi/Merck) clinical hold at a competitor could end up being a tailwind. For large cap pharma exposure, I own $AZN. Going forward, I will keep adding mostly ETFs. Wishing everyone a great 2026.

$ZLAB ir.zailaboratory.com/news-releases/…

$BBIO P3 soon. BridgeBio starting to put out skeletal dysplasia / ACH–focused messaging on LinkedIn. Not predictive, but it doesn’t look like a team preparing to explain bad news either.

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$ZLAB discloses pivotal DLL3 plans, going head to head vs Imdelltra oncologypipeline.com/apexonco/node/… #Targets25 $AMGN

$BBIIO fiercepharma.com/marketing/pfiz…

$ZLAB Zai Lab Announces Updated Phase 1 Data for Zocilurtatug Pelitecan (formerly ZL-1310), Demonstrating Potential as a First-in-Class/Best-in-Class DLL3-Targeted ADC for Small Cell Lung Cancer, and Initiation of Global Phase 3 Registrational Study • Updated p1 data for DLL-3 ADC for lung cancer 🫁 • Good safety, decent efficacy ✅ • P3 initiated for 2L, 1L will be initiated in 2026 👍 • Comparison of this Oct (AACR) update vs Jun data 👇👀 🥼🔬🧫🧪🦠🧬💻🧑‍🔬🤒🌡️💉🩸🩹💊😷🩺🏥⚕️

Presented at @American_Heart Scientific Sessions and published in @JAMACardio: New data from the ATTRibute-CM study through Month 42 in the overall variant ATTR-CM population, and specifically in the p.Val142Ile (V142I, V122I) subpopulation. Learn more about the data: bit.ly/4nKaCRz #AHA2025

$ZLAB Based on the latest earnings, I don’t expect a sharp revenue ramp in the next 2–3 years. For Zai Lab, major re-rating will likely depend on the success of its DLL3 ADC. The data look promising, the safety profile looks good, and the program seems to be progressing faster than IDEAYA’s.

$ZLAB $BBIO Cobenfy (KarXT) sales by BMS is showing solid growth: 2024 Q4 – $10M 2025 Q1 – $27M 2025 Q2 – $35M 2025 Q3 – $43M For a CNS drug, this ramp-up in the first year is quite impressive according to AI. But it also makes you realize how remarkable BridgeBio’s $ATTRuby ($100M+ in early sales) really is — different disease, but extraordinary execution. Zai Lab holds the China rights to KarXT. It’ll be interesting to see how big the market could be there once it’s approved.

@taeyoon43334145 Additionally, I suspect the adaption of KarXT may be also slow in China market as growth of KarXT sales in US looks very slow.

@taeyoon43334145 I agree. Disappointed the very slow growth of VYVGART / VYVGART Hytrulo (only 2% Y/Y).

$ZLAB I’ve built a sizable position in $ZLAB — my second major holding after $BBIO. Most of Zai’s current valuation can be rationalized by its in-licensed assets, which are high-quality. I expect the company to continue securing strong global partnerships. The DLL3-targeting ADC (ZL-1310-001) is particularly compelling: its efficacy looks roughly comparable to competitors, but the safety profile appears differentiated, likely due to payload linker design. Huge thanks to @Biotech2k for the consistently great insights!