Pluto

Is $VERA going to turn profitable before they run out of cash?

$BDTX Here are the potential cash flows before, during the drug launch, during the commercial phase, and after the patent ran out.

$BDTX is having a large number of data releases in 2026, which de-risks the platform and effectively doubles the pipeline's value, as Phase 2 drugs have a notoriously low PoS. If their drugs pass, we could easily see the share price going 2x-5x+ Follow for more!

$BDTX This is my most advanced analysis to date. Black Diamond Therapeutics is a clinical-stage biotech company developing treatments for lung cancer and brain tumours. Their cash runway could extend into 2028 if they have to fund Phase 3 alone.

@dragonballchad @Quantbro1 I am not going to increase the PoS estimate, but I do agree that the stock could jump higher. The real jump, regardless, will be after DAYBREAK. It's just the point where the company gets commercial.

@ForPlanetPluto @Quantbro1 DAYBREAK is both tarc and KSI-101. if GLOW 2 shows great safety and efficacy. Why wouldn't that derisk DAYBREAK. Also tarc being ready for BLA in multiple drugs. 10-20% is nonsense imo.

$KOD Phase 3 GLOW2 results are likely to be released within the next couple of days (before the end of March). This study proved Tarcocimab Tedromers' superiority over a placebo. I believe the PoS for this study is 80%, but this is likely priced in.

@dragonballchad @Quantbro1 We will see, but DAYBREAK is againt Eylea not a Sham. GLOW2 is for DR not Wet AMD which is the lesser priced indication. DAYBREAK also has KSI-501 ergo more extreme so safetly is more in question. Also GLOW2 is a mirror to GLOW1, so its essentially a second rep.

Not sure if anyone even cares about $RCE here, it's such a big opportunity that I have to talk about it. Their Phase III DFI antibiotic replacement trial is going to release interim results soon. In the face of their past trials, I would put Recce at an incredible PoS of 70-75%.

$BDTX Just caught my eye, and I was surprised by their cash position and partnership opportunities. They already outsourced one drug (in Phase I) to give them approximately 700M in non-dilutive funding at certain milestones. Pitch coming tomorrow. Follow for more!

@unusual_whales Good thing he is in cash now.

Warren Buffett: "I would still hold stocks even if I knew that World War III would happen."

@Quantbro1 The problem is that this study is really about a Sham placebo. So we essentially know that it's going to pass. Thus, I think it's priced in. I believe what you are talking about will happen, but with the next study. The stock might start going up in anticipation, though.

@ForPlanetPluto The stock went to over $130 with the same drugs in ph3 during 2020. Also DR is also a big market too just a little lower than Wet amd.

@Quantbro1 Also, the market is compressed right now. I don't know how many investors really like a Biotech startup right now.

@Quantbro1 I do agree with the high potential, but I think for $KOD investors are waiting for the de-risk in Q3 from their Daybreak study, especially because they have failed once. Price reaction could be high, but I wouldnt necessary ly expect it. I would love more!

@NotA_Bull What do you think about Porsche

To understand the difference between a broken stock and a broken company, you have to look at the business. In my opinion, $NKE is a broken company that needs massive changes, while $UNH remains a highly profitable machine.

@NotA_Bull What do you think about Puma and Adidas?

I have calculated that $RCE Phase III interim trial results will likely come early-mid H2 2026. Q1 2026 seemed ambitious, since the hospitals that this study is run at, didn’t admit enough DFI patients. Still the passed Phase 2 study makes me confident.

How are the markets supposed to work if there is so much chaos? - War - 2 Shutdowns - Tariffs No wonder everything is going down. The markets hate risk.