Biosignal Vector

69 posts

Biosignal Vector

Biosignal Vector

@BiosignalVector

Biotech | clinical data | asymmetric catalysts. Tracking emerging therapeutics across multiple indications.

Katılım Kasım 2025
32 Takip Edilen2 Takipçiler
Biosignal Vector
Biosignal Vector@BiosignalVector·
@ChrisCamillo Wow! Good to know. I guess you are a ninja with short dates calls, but we already knew that. I’ll probably do a hybrid approach bc I’m not a ninja. We all have our risk tolerance and skills, as you always remind us.
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Chris Camillo
Chris Camillo@ChrisCamillo·
Anyone know of a shop fully modernizing big body 80s/90s Broncos the same way companies have been doing with the smaller 60s Broncos for years? Feels crazy this isn’t already a massive thing.
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Biosignal Vector
Biosignal Vector@BiosignalVector·
@ChrisCamillo AMZN could possibly make an insane move. Question though: you’ve mentioned that your AMZN thesis could take 1-2 years to play out. Any clues as to how you approach that with options? Are you partly going back to the longer 6-9 month contracts you talk about in your book?
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Chris Camillo
Chris Camillo@ChrisCamillo·
One of the people I admire most in the world told me something this weekend that validated a belief I’ve always had: Technically, anything is possible.
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Biosignal Vector
Biosignal Vector@BiosignalVector·
@ChrisCamillo Looking forward to the next show as always, Chris! Your insights are so helpful.
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Darp101
Darp101@DarpResearch·
Fantastic News from Larry Williams. Williams a NerveGen patient: his nerve pain has gone away!! #lightbox" target="_blank" rel="nofollow noopener">reddit.com/r/NervGen_Nerv… $NGENF Has a NVG-291 drug that allows spinal cord nerves to regenerate. He is an example of someone that has regained the ability to walk just after 6 weeks of treatment. The benefits keep coming, as once the nerves start to grow again, they keep going, even after the drug stops. Here is the most recent video interview of CEO youtube.com/watch?v=U_RI5n… This drug should have been approved 6 months ago, superb safety profile and in FDA drug tests it has cured paralysis cases. If RFK knew, maybe he could push this thru.
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Elijah Stacy
Elijah Stacy@Elijahjstacy·
I WANT TO SEE COMMISSIONER HEMMATI
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Houman David Hemmati, MD, PhD@houmanhemmati

The FDA Commissioner role is open. This is a pivotal moment for American medicine — & for American patients. Here’s what I believe the next Commissioner should stand for. Not as a wish list. As a baseline. 🔬 1. BRING BACK THE ADCOMS — AND MAKE THEM COUNT. Advisory Committee meetings are one of the FDA’s most powerful tools for transparency. They should return in full force. Open. Public. And real. Patients, doctors, scientists, advocates, & skeptics should all be able to speak. But if you want to speak, you fill out a financial conflict-of-interest form under penalty of perjury — & you read it out loud at the podium before you say another word. Every single person. And if the issues are complex and the science requires more than one day, then take the time. Don’t cut people off because the schedule says so. The public deserves to see exactly how these decisions are made. Real transparency builds real trust. ⚖️ 2. STOP ASKING ONLY “IS IT SAFE ENOUGH TO APPROVE?” — START ASKING “WHAT HAPPENS IF WE DON’T?” For rare diseases. For serious conditions with no good options. For patients who don’t have ten years to wait for traditional trials that may never be feasible. Every regulatory decision carries two risks: the risk of approving something, and the risk of not approving it. Both are real. Both affect real people. When traditional gold-standard trials aren’t practical, we should still be able to move with urgency — but only when paired with strong post-approval commitments and rigorous safety monitoring. We can give desperate patients a chance without abandoning scientific integrity. 🇺🇸 3. THE FDA’S ONLY CLIENT IS THE AMERICAN PATIENT. FULL STOP. The FDA exists to serve patients — not outside interests or external pressures of any kind. It must continue protecting the public from products that carry real, known risks but offer no meaningful clinical benefit. At the same time, when there is credible evidence that a treatment can help patients with serious conditions, Americans and their physicians should be trusted to make informed decisions once they have complete and honest information about the risks, benefits, and alternatives. The FDA’s job is to make sure the science is sound and the information is clear. Then let patients and doctors do what’s best for them. These principles matter because the FDA’s decisions affect every family in this country. Note: This is a simple social media post and not a massive policy document. The issues are FAR more nuanced, there are challenges and risks with each of the things I said above, and I recognize that. But it's intended to serve as a discussion starter. We must always strive to improve, and we can when we have open debate and dialogue.

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Capricor Therapeutics
Capricor Therapeutics@Capricor·
Capricor just reported its first quarter 2026 financial results and provided a recent corporate update. Click here to read the full release: bit.ly/4udKQcy $CAPR #DMD #Deramiocel
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Biosignal Vector
Biosignal Vector@BiosignalVector·
@ChrisCamillo Any hints what your strategy was going into these earnings? Just curious how you structure a trade around earnings.
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Chris Camillo
Chris Camillo@ChrisCamillo·
Bezos (and ex) planned selling post-earnings weighing on $AMZN? Gift if so
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Bloom Energy
Bloom Energy@Bloom_Energy·
Bloom Energy Reports Record First Quarter 2026 Results: • Q1 revenue of $751.1 million,m • Non-GAAP gross margin of 31.5% • Raised full year 2026 revenue growth guidance midpoint to ~80% year-over-year Access the full release here: lnkd.in/gRqrSxXe
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Chris Camillo
Chris Camillo@ChrisCamillo·
$AMZN to $250B CapEx this week. Flush the weak hands
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Medicenna Therapeutics
Medicenna Therapeutics@Medicenna1·
Medicenna CEO, Dr. Fahar Merchant, summarizes the rationale behind #MDNA113, our first-in-class, tumour-targeted, conditionally activated, anti-PD-1-IL-2 bifunctional superkine, currently featured at the American Association for Cancer Research (@AACR ) Annual Meeting. By prioritizing safety and potency in parallel, we aim to overcome the historic limitations of systemic IL-2 therapies. Read the full release: ir.medicenna.com/news-releases/… $MDNAF $MDNA.TO #AACR26 #Immunotherapy #Biotech
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Biosignal Vector
Biosignal Vector@BiosignalVector·
@ChrisCamillo On today’s show it would be amazing to hear about how you structure trades around earnings. Complicated with IV crush and all that. I’m looking ahead to Amazon earnings and trying to decide what I want to do.
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Chris Camillo
Chris Camillo@ChrisCamillo·
UBI won’t show up as $5k monthly checks overnight. It’s already here. Quiet. Expanding. Call it shadow UBI. Some will coast. Others will use it to build, solve, and raise the baseline for everyone. That split decides everything.
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Medicenna Therapeutics
Medicenna Therapeutics@Medicenna1·
Unlocking immunologically "cold" tumors is one of oncology's greatest challenges. We are thrilled to announce that Medicenna will present highly anticipated preclinical data for our first-in-class IL-2-PD-1 Superkine, #MDNA113, at #AACR26 in San Diego! Read the full PR here: ir.medicenna.com/news-releases/… $MDNAF $MDNA.TO #Biotech #Oncology #Immunotherapy #CancerResearch (Disclaimer: MDNA113 is investigational. Post contains forward-looking statements. See SEDAR/SEC filings for risks).
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Medicenna Therapeutics
Medicenna Therapeutics@Medicenna1·
The #NeuroOncology space is heating up! Servier’s ~$2.5B acquisition of Day One Biopharma is a major milestone. While entirely independent of Medicenna, it sends a powerful strategic signal about renewed, structural investment in CNS tumors. $MDNAF #Biotech
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Chris cote
Chris cote@ChrisCote24·
@markland_55 @VPrasadMDMPH Personally I think he has 0.0 influence or authority at this point. It’s too much of a liability if he tried to go rouge with approvals, CRLs etc. I believe his access is now gone, badge and laptop turned in.
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Markland55
Markland55@markland_55·
Defining moment for @VPrasadMDMPH who will use the next 6 weeks or less to define his short term legacy at the #FDA Let’s measure him for what he tries to do with his remaining time $capr $qure $srpt $xbi
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Markland55
Markland55@markland_55·
Nicole Verdun lost her job at the FDA standing up to @VPrasadMDMPH for DMD patients and was proven right when @Capricor released positive phase 3 results in December Bring her back to lead CBER @DrMakaryFDA she’s a true warrior for rare disease patients
Adam Feuerstein ✡️@adamfeuerstein

EXCLUSIVE: STAT takes you inside the FDA to explain the ouster of Nicole Verdun, the agency's chief regulator of cell and gene therapies. Centered around disagreements over Capricor $CAPR Duchenne therapy and Verdun's management style statnews.com/2025/06/20/fda…

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Capricor Therapeutics
Capricor Therapeutics@Capricor·
February 28 is Rare Disease Day 💜 Today, we stand with the more than 300 million people worldwide living with a rare disease — including those affected by Duchenne muscular dystrophy (DMD). At Capricor, our mission is clear: advance innovative therapies and work with urgency to bring new options to patients and families who need them most. Today and every day, we remain focused on transforming innovation into hope. #RareDiseaseDay #DMD #RareButNotAlone $CAPR
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