James

Druckenmiller is top in analyzing macro dynamics. His top pick in mid size biotechs. Was very overweight in $NTRA .. but classic example of generalist going for commercials such as $NTRA and $INSM .. the potential upside is much less than a pre commercial with a hidden potential that is only obvious to the bio experts. Who am I to comment on Druckenmiller pick but $NTRA molecular tests utilization in oncology is largely off label and falls under this unrestrained spending spree since wars expenditure and fiscal deficit made it irrelevant to look at health care spending that has minimal impact on cancer outcome .. but political environment and deficit make sudden reimbursement changes a possibility that could dramatically impact such company revenues. Thus there is a risk here ( if he plans to stay long in it ) He also got out of $VKTX and $LLy at wrong times. When VK was $25 after misunderstood phase 2 ( it took me personally weeks to understand what was going on .. ) and when 90% of Viking value in its sc phase 3 and not oral, and when $LLy was $600 after Attain 1 ( not realizing Tirzepatide is its bread and butter even internationally and not orforglipron )

Jerome Powell's tenure as Federal Reserve Chair officially ends after 8 years.

This is where I would normally warn you to load up on your favourite bioturds before buyout frenzy on Monday however my confidence has taken a hit this week. Therefore I’m now considering the possibility that other than $auph there might not be any other buyouts on Monday. $xbi

🔔 Avoro Capital 🐋 Q1 ‘26* Holdings Released! » Holdings: 30 » Holdings in Top 20: 96.45% » Qtr over Qtr Change**: 0.09 ⬇️ Top Holdings: $UTHR (15%) $ASND (11%) $MDGL (9%) $KRYS (7.30%) $ARGX (7.20%) $ARWR (6.60%) $KYMR (6.10%) $APLS (4.80%) $CNTA (4.50%) $CELC (3.80%) $XENE (3.30%) $GPCR (3.10%) $TERN (3.00%) $VERA (2.30%) $RVMD (2.20%) $CYTK (2.20%) $OCUL (1.00%) $GLTO (1.00%) $QURE (1.00%) $TSHA (1.00%) *Holdings as of 03/31/26 in SEC form 13F **Change in value of public company shares held See image for more details! 👇

$REGN Regeneron Provides Update on Phase 3 Trial of Fianlimab (LAG-3 Inhibitor) Combination in First-Line Unresectable or Metastatic Melanoma

Darwin Global Q1 Filing

Avoro Capital Advisors LLC Q126 13F Changes: NEW: $AVTX, $CYTK, $DMRA, $TERN Increased: $ARGX, $ARWR, $CELC, $MDGL, $OCUL, $RVMD, $UTHR, $XENE Decreased: $ASND, $CNTA, $LXEO, $MNKD, $SLNO, $ALKS, $QURE CLOSED: $APGE, $RNA, $INCY, $MNMD, $ORKA, $XBI

AVORO publishes Q1 13F NEW POSITIONS: $CYTK $DMRA $AVTX $CELC (Calls), $UTHR (Calls) ADDED: $MDGL $UTHR $ARGX $ARWR $CELC $XENE $RVMD $OCUL $XBI $IBB