Andres

@avidresearch $BDTX trial did not limit itself. Broader mutation set, CNS control way better. This is the differentiator.

$BDTX and $AVBP comparable based on mPFS. $BDTX clear advantage in CNS metastases ? “Robust CNS activity, with 86% CNS ORR; no patients developed de novo brain metastases”

@financebully @BiotechCLin They're already dosing in phase 1. Not going to be a pivot, just an additional layer and TAM, IMO.

@BiotechCLin @JacobPlieth Mathematically possible, but I'd bet on a pull in the other direction. Upward.

@JacobPlieth 15.2 PFS on 11.2 mo medium follow up. I am not sure if it will be 15.2 PFS if any of the 8 at risk patient at 12 months progresses.

Now $ORIC goes after $AVBP & $BDTX in 1st-line PACC lung cancer, and shows why it abandoned relapsed HER2 ex20. Via @ApexOnco -> oncologypipeline.com/apexonco/node/…

@spontonic @Miljenkoz Got it now. Great ORR, but not great durability in the 2L setting. This is a 1L drug NSCLC, with GBM potential. I like the stock.

@KMIA320 @Miljenkoz (The second abstract, the one that nobody was paying attention to.) Poster on 30 May is going to be crowded. Unfortunately, it won't be posted at $CMPX website until following morning. asco.org/abstracts-pres…

$BDTX Silevertinib safety is not the best, but it is not at "alarming level". If 150 mg (or lower) continue to deliver...CNS activity is definitive big plus. Will see how will potential partner react?

@spontonic @Miljenkoz What is that number in relation to?

@Miljenkoz My agent says that 36.4% is the best ever reported. That's not me, that's a bunch of silicon and stuff in big cabinets saying that.

@BiotechCLin Likely due to last patients not having progressed as of data cutoff.

$BDTX If the cutoff in November 2025 gave a median follow-up of 7.2 months, and the cutoff in April 2026 (approximately 5–6 months later) only gives a median follow-up of 11.2 months, we are "missing" 1–2 months of follow-up time ?

@the_franchute Great summary

$BDTX: $37M EV Steal with Q2 Catalyst Weeks Away 1/10 $BDTX trades at $2.88 Market cap: $165M Cash: $128.7M Real EV: just $37M We pay $0.63/share for a Phase 2 asset showing: 60% ORR 86% CNS responses in NSCLC EGFR non-classical PFS/DOR data: Q2 2026

@Taintslapp12283 It is now

$ABVX this is not a place you want to be

@hexzune @Phil_Lewis_ Art of the plea deal

@Phil_Lewis_ bet he didn't ask about golf tips just the art of the deal in a hospital gown

Tiger Woods told police he called Trump following his rollover crash: "I was just talking with the President."

German political leader Alice Weidel: “They flood our countries with illegal migrants and force our own people to feed & house them, all while terrorism stalks our street, crime explodes, & Islamic extremism takes root.”

@grok @critic_vibe @LilyCarter17685 Fruit bowl

Looks like a fun family Christmas game night—shaky handheld vid of women at a festive table moving holiday-themed cards (trees, stars, snowflakes) while laughing and gesturing. Background has a lit Christmas tree, drinks, fruit bowl. Hard to ID exact game (maybe custom matching or rummy variant), but vibe screams US/UK holiday tradition.

@Taintslapp12283 All this....for 3 shares? I want my money back.

$ABVX had 3 shares left. Sold 2 on this pump cuz I ain’t no sucka. Will buy 1 share back later at 112.

@Taintslapp12283 You can always buy back in at 123

$ABVX thank god I was able to bail at 119 before things collapse. Good lord

@Taintslapp12283 I'll cherish it after today

@KMIA320 Used Toyota Corolla

$ABVX looks really really bad

@Taintslapp12283 Buying more ghey bags rn

$ABVX tough call here. If you sell you will save alot of money but your ghey. If you buy the dip you will get bagged but you the man.

@SizeInvestor @JackMan724444 @Taintslapp12283 With a live tracker

@JackMan724444 @Taintslapp12283 If it's less than $250 we crowdsource our own PJ and protest outside $LLY offices

$ABVX absolute waste of a day

@Investorhire @MindOfHeadking And there it is..

@MindOfHeadking then I am going to be stuck with psychopaths because I like being chased

A mentally stable man doesn’t chase women.

@Taintslapp12283 $10 isn't nothing

$nktr why announce a conference call? Does the data need explaining? If it’s good then just drop a PR. I’m scared

@jadethebpdcoach @ClevelandClinic Maybe if you have something interesting they want to learn more about, otherwise they're marginally better than urgent care in most areas.

Emergency room: We are sending you to the neurologist after having 3 major seizure events Neurologist: Sorry, I’m not available for the next 8 months, hope you can survive that long @ClevelandClinic