Biotech Shoutouts

766 posts

Biotech Shoutouts

Biotech Shoutouts

@BiotechSho99376

Here to call out dumb things in biotech - of which there are so very many. Views are my own, from public sources, and not investment advice.

Somewhere Katılım Nisan 2024
215 Takip Edilen1K Takipçiler
Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
Nothing more spinless & pathetic than a Bill Cassidy type figure in politics; against his own medical training & in an effort to save himself, he didn't do the right thing & vote against RFK. He let the fox into the hen house. Then loses his senate seat anyway.
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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
$HCWB the next $NKTR. Big up the IL-2 Treg axis. $8m market cap. lol
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DickMedChem
DickMedChem@DickMedChem·
$CYTK The stock price is moving like someone who's constipated 😨
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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
@threadanddoc Claude always right...but ORR materially worse than peto + pembro, ORR doesn't look any diff to if you add platinum chemo to pembro, no safety disclosed. But hey, who cares!? vibes man 🤠
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Durag Marc De Garidel
Durag Marc De Garidel@threadanddoc·
claude's scoring 💀
Bull Stock Picks@Bullstkpicks

$INBX Claude’s Scoring of the data: Delta-based scoring: ORR delta: +22.6pts (Excellent — Mark’s “decisively better” bar was 15-20pt improvement, this clears it) CR delta: +3 vs 0 (Excellent — CRs are rare with Keytruda alone in HNSCC, getting 3 is meaningful) T-cell: 15x (Excellent) Depth: majority >50% shrinkage with 3 CRs (Excellent) Safety: clean Score: 3.5-3.7 = Excellent Headline traders are anchoring on “44%” but the delta is the real signal. +22.6pts ORR + 3 CRs vs 0 + 15x T-cell is a clean mechanism-validating print. Price Day 1-2 range at Excellent: +100% to +200% from $134 = $270-400

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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
@AppleHelix Should smaller funds pivot to later stage plays, if they can get them without being pushed out? Smaller funds tend to outperform larger ones; Atlas funds usually r ~$450M. It's tough being a 1B+ fund in a space where large cos are only 10B vs tech where large cos are >100B
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Jing Liang 🇺🇦
Jing Liang 🇺🇦@AppleHelix·
Just got back from a Life Science investor conference. The mood of sub-$300m VC funds is not good. They are having a very hard time raising money. Many people got laid off just in the past 6 months. Apparently it is the same in EU and US. But Mega funds have no problem raising.
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Frank
Frank@smartyin420·
@BiotechSho99376 Presumably $CGON is too expensive for their taste which is why they are in $ENGN. Just AURA and RLMD in HR NMIBC?
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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
$ENGN updated data just not competitive here in such an intense space like BCG UR NMIBC. Low end of the range on anytime CR, 6 month CR and 12 month CR.
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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
@PersimmonTI Yes - price action looks like folks were crossed in the am, which then leaked. You're right. A mgmt that really believed their own rhetoric about the data on absolute HiSCR75 values would not then price an insider lef 300M offering at a 9% premium to last close price.
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Persimmon Tree Investments
Persimmon Tree Investments@PersimmonTI·
$AVTX Price action during trading hours yesterday, plus the weak and very fast pricing of secondary suggest that wall-crossed specialist buyers may have been allowed to take two bites of the same apple. Regardless, the pricing should indicate to Joe Public exactly what these data are worth. Significant doubt that this will translate to even one meaningful placebo-adjusted P3 in HS let alone two. $xbi
Biotech Shoutouts@BiotechSho99376

$AVTX are pussies for pricing at 17.75 post a binary P2b. Folks got wall crossed. Let the broader market tell you how much you’re worth. I know it’s legal, but it’s a middle finger to anyone outside a small circle of insiders/specialists. This is y biotech will always be niche.

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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
$AVTX are pussies for pricing at 17.75 post a binary P2b. Folks got wall crossed. Let the broader market tell you how much you’re worth. I know it’s legal, but it’s a middle finger to anyone outside a small circle of insiders/specialists. This is y biotech will always be niche.
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Rayne Wothbaum
Rayne Wothbaum@RayneWothbaum·
I like how $VRDN still sees a need to halt its stonk for data releases, as if people still care about its drugs
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avidresearch
avidresearch@avidresearch·
@mtheory11bio @MattyKirsh It does have clinical endpoints like survival and time to worsening that are supportive (to be confirmed in a confirmatory trial) $CLNN
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Chris Carper
Chris Carper@mtheory11bio·
$CLNN has a legitimate chance for accelerated approval in ALS after the FDA’s minutes. Qalsody received AA for SOD1-ALS in 2023 based off of reductions in NfL, which is what CNM-Au8 will be submitted on.
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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
Gotta hand it to $RLYB. Admitted their asset was a zero by merging with 'hot' co --> valued it at 750M --> gave $UCB so much FOMO that they opened their wallet & paid double --> make 50M from break fees. No equity or economic dilution. Genius reveals itself in mysterious ways
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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
@AppleHelix why does $ESPR go to all the trouble of buying corstasis, then sell the company @ effectively pre-deal price before any ROI is realised? Has to be a misappropriation of shareholder capital. Real shitco behaviour. Archimed are a good outfit and found these suckers.
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Biotech Shoutouts
Biotech Shoutouts@BiotechSho99376·
data must be so stellar they can't even topline it as it will break the market.
Biotech Shoutouts tweet media
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Keşfet

@dsjdirect @Lucy3370 @Support @threadanddoc @DickMedChem @AppleHelix @smartyin420 @PersimmonTI