Emmanuele

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Emmanuele

Emmanuele

@Biotech2050

No investment advice. Do your own DD Market is all about taking the shares from the weak holders& providing opportunities to those that have the stamina to hold

Katılım Nisan 2014
1.6K Takip Edilen6.2K Takipçiler
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Emmanuele
Emmanuele@Biotech2050·
@RNAiAnalyst Zero in Malta even on REALIZED CAPITAL GAINS provided you do not trade
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Phoenix Biotech
Phoenix Biotech@BiotechAnalysst·
$SGMO Fabry trial just updated 2 year data should now be available with data cutoff april 10, 2026 (last friday) tic toc ... PR #version-content-panel" target="_blank" rel="nofollow noopener">clinicaltrials.gov/study/NCT04046…
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dough
dough@semodough·
$TGTX JP Morgan $TGTX OW Momentum Could Start to Build Heading into SubQ Readout: The SubQ data around YE26/1Q27 will unlock the ability for Briumvi to tap into the subQ segment. Based on investor feedback, we expect shares to regain traction approaching this catalyst.
dough@semodough

$TGTX almost daily now you see Ocrevus patients switching to Briumvi sighting “crap gap” often “I was on O for 6 years. Crap gap kept being earlier and earlier. Switched to Briumvi 2 years ago. It has been nothing short of a normal life with no crap gap. @1capplegate will only accelerate starts/switches

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Phoenix Biotech
Phoenix Biotech@BiotechAnalysst·
$SGMO FDA Issues Draft Guidance on Genome Editing Safety Standards to Advance Gene Therapy Development “Genome editing holds extraordinary promise for treating previously incurable genetic diseases,... said FDA Commissioner -@DrMakaryFDA fda.gov/news-events/pr…
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The Great Martis
The Great Martis@great_martis·
Market update
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Emmanuele
Emmanuele@Biotech2050·
@semodough $BMY Iberdomide phase 3 update: “Demonstrated a Significant Improvement in Minimal Residual Disease Negativity Rates in Relapsed or Refractory Multiple Myeloma” news.bms.com/news/corporate…
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Emmanuele
Emmanuele@Biotech2050·
@semodough Embedded in this tweet is another short video of $TGTX director who is lead investigator on $BMY iberdomide & CC-92480 discussing the potency of these emerging drugs. Wouldn’t it be great if $TGTX merged into $BMY ! Both have under appreciated mega blockbuster drugs!
Emmanuele@Biotech2050

@JacobPlieth Special request from an ex Celgene holder. Can you pls get feedback on $BMY celmods iberdomide (CC-220) and CC-92480. Maybe also have a chat with @SagarLonialMD at #ASH23 A video of his on the “Benefits of CELMoDs over IMiDs in multiple myeloma” #mmsm youtube.com/watch?v=i1pfSm…

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avidresearch
avidresearch@avidresearch·
$KPTI 1) OS signal in MF needs to mature and could translate into $500M-$1B if it holds up. No drug has shown survival benefit on top of Jakafi. 2) endometrial cancer wild type p53 opportunity is very underrated. $1B-$2B possible if mid year read out replicates the impressive subgroup benefit seen in prior ph3. Interesting to see gap between market and EC research community. Link to recent take on Selinexor EC data(18.3 minute mark). 👇 youtu.be/jiGN4eco5z4?si…
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Zucker Doctor
Zucker Doctor@DoctorLFC·
Investors after looking at their portfolios this morning
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Emmanuele
Emmanuele@Biotech2050·
$TGTX CEO compensation package aligned with shareholders' interests. Entitled in 2021 to a $16.67M cash bonus if market cap achieves $10B for a sustained period of time Entitled yesterday to 750,000 TGTX shares if share price outperforms $NBI Cumulatively owns 13.8M shares
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Odd Hoot Capital
Odd Hoot Capital@Oddhootcapital·
Reminder that since 2021 $tgtx CEO Michael Weiss has in his contract an extra bonus payment if he sells $tgtx for atleast 10 Bn USD = 63.3$ per share till June 17, 2026. reminds me of the quote *show me the incentive and i'll show you the outcome*
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dough
dough@semodough·
$TGTX corresponding to recent study published in the journal MSology, a whopping 61% of Ocrevus patients in the study experienced the dreaded "crap gap." That's a pretty significant percentage!
R@Lucy3370

$tgtx another big detail just noticed. In cohort 1 - 62% experienced the “crap gap” with Ocrevus In cohort 2 - 57% experience the “crap gap” With Ocrevus This is super high & all wud b potential switches imho. That’s a huge positive

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dough
dough@semodough·
$TGTX almost daily now you see Ocrevus patients switching to Briumvi sighting “crap gap” often “I was on O for 6 years. Crap gap kept being earlier and earlier. Switched to Briumvi 2 years ago. It has been nothing short of a normal life with no crap gap. @1capplegate will only accelerate starts/switches
dough@semodough

$TGTX corresponding to recent study published in the journal MSology, a whopping 61% of Ocrevus patients in the study experienced the dreaded "crap gap." That's a pretty significant percentage!

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dough
dough@semodough·
$TGTX Cowen model goes out even longer but clearly see #Briumvi Duration /retention continues in coming years with patents thru 2042+. Sub-q - Azer upside catalysts this year
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dough@semodough

$TGTX JP pic showing $TGTX -#Briumvi Duration/retention coming into full view

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Ed Conway
Ed Conway@EdConwaySky·
📽️THE TANKER There's an extraordinary race underway on the high seas, as nations vie to secure increasingly scarce shipments of fuel. In our latest on the economics of this conflict we track one such ship & ask: why is Britain so exposed? The answer is not v reassuring. Watch👇
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Sören Creutzburg
Sören Creutzburg@Soeren_Berlin·
$SGMO Sandy acknowledged our frustration. GOOD Cash + burn improved materially → net loss down YoY ($97.9M vs $257.8M) → cost structure reset worked, opex massively reduced → GOOD They also fired people in recent weeks (not mentioned, but known) → further cost tightening → GOOD Pain moving forward → GOOD (unfortunately no very good since 0 info on dosing etc. and no fucking analyst question in this) Prion IND targeted for THIS quarter (Q2) → VERY GOOD Still prioritizing Fabry partnership → BAD 3 new potential Fabry partners in discussions (likely started post prior deep DD partner drop in October/November) → GOOD Exploring alternative financing (including other license deals) + asset sales → POTENTIALLY GOOD Slight potential BLA submission delay for Fabry is annoying, but acceptable as it needs to be a success. They know and play it safe. ANNOYING No info on delisting issue -> BAD or GOOD RS seems off the table, which is POTENTIALLY GOOD. ⸻ Net: As expected. Nothing new really. Stabilization call with lots of stutter. The pressure is on and they start to feel it. Not exciting. No collapse either They are: - cutting burn (without directly saying) - extending runway - advancing the two programs that actually matter (Pain + Prion) Equation remains simple: → execute + land deal(s) → or dilute trying Regardless of the cash constraint and potential for another dilution, I’d call it a great opportunity - arguably the best in the market. Thesis stable. Guidance remains.
Sören Creutzburg@Soeren_Berlin

$SGMO I expect nothing but the usual word salad. Promising conversations regarding licensing deals. One of those (MINT) already in very advanced discussions. They might also highlight that partners are really excited about their progress in pain and highly anticipate the prion trial start — expecting new deals and potentially the first milestones within 2026. The biggest update is going to be that they’ve started the pain trial and are already advanced in dosing (25+ patients dosed, I hope), with first data potentially before the end of Q2 — and that they feel very positive about initial observed tolerability and safety. I expect to hear that the Fabry BLA submission is expected to be completed within the next 4–7 weeks and that they are very positive about it. I don’t expect clarity on the commercial path forward (whether asset sale, solo commercialization, or a partner). I also expect cash to arrive and a timely solution to boost SP and avoid delisting, but I can’t imagine them to announce something like that during ER call anymore… So I’d take any positive cash news as a positive surprise…

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Phoenix Biotech
Phoenix Biotech@BiotechAnalysst·
Jefferies Week ahead
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Keşfet

@DrMakaryFDA @semodough @SagarLonialMD @1capplegate @elonmusk @BarackObama @taylorswift13 @cristiano