Pelion Volos

@BioValues I can't see how voting to approve 1:50 share decimation merger for existing shareholdes is in their self-interest. Your thoughts?

Looks like $BCAB has an update imminent with the trading. Maybe Nasdaq allowing them to stay listed

@Davidvascular The S-3 was filed to replace an expiring one. Guidance in 8K is same as before. $CHRS

$CHRS 8-K was telling today. Sales ramp is slow. On the last call they told the market they would be increasing sales head count and filed a shelf registration. Burn rate will be off the chart as the CEO thinks a commercial team for 1 drug is being strategic. Crazy!

@BioValues Do you have the exact language from a filing on that?

@Pelion2001 yes, but then there is the shareholder's equity issue and it's unclear how they plan to fix that

$BCAB I don't think people out there understand. There is no other option besides a deal in their situation. It's deal or deal. If the company wants to survive and not get delisted. That's why odds are ~100% of a deal. There is no alternative

@TheoZaforas You exhibit the class of a typical $BTQ investor.

$BTQ PR dense w/ nada - separate link below to unearth detailed pathetic financials. rb.gy/z04lug Remember financials in Canadian dollars - converts to only $28M USD cash + lost $6.4M USD in Q yet says cash "multi-year runway" which suggests how little invest in R&D.

@EpochSwing Details coming..."Jazz (ZYME's partner) plans to submit these data for presentation at a major medical meeting in the first quarter of 2026 and for publication in a peer-reviewed journal" $ZYME $JAZZ

Lotta words. No efficacy numbers. $ZYME A hit but how meaningful, esp in crosstrial vs Enhertu? prnewswire.com/news-releases/…

@tedbroganv2 @yaireinhorn yes subsequent to 9/30/25

@Pelion2001 @yaireinhorn They hit ATM?

1/Wave Life Sciences has recently presented very promising clinical data from its INLIGHT clinical trial of $WVE-007 - Wave’s GalNAc-siRNA candidate for treating Obesity and type II diabetes and a potential rival for $LLY and $NVO successful GLP-1 drugs. WVE-007’s data demonstrated a dose-dependent mean Activin E reductions of up to 85% one month post single dose of WVE-007 thus making it a potential best-in-class RNAi modality for treating Obesity. This data also suggests that dosing patients just once or twice a year would be sufficient to achieve the required clinical results - which could be a huge benefit for both patients and insurers!! $XBI

@yaireinhorn Agree excellent science. Why then the large ATM raise prior to significant data updates?

12/The fact that Activin E reductions were durable throughout the 6-month follow-up in Cohort 1 (75 mg), supports $WVE-007’s potential for once or twice yearly dosing and this could be huge advantage in any future competition with $NVO Ozempic & Wegovy and $LLY Zepbound & Mounjaro over Obesity market share.

@ValueForAll1 "Market" Keyword search for 11/10 10Q and did not find your info. Please paste the exact language. TY I did find "Subsequent to September 30, 2025, the Company received $52.1 million in net proceeds under its “at-the-market” equity program." The earns PR said $72.1M #WVE

@Pelion2001 10-Q has the numbers

$wve ATMed 7M shares during the October 1 - November 7 period, most likely on the day of WVE-007 initial data release.

@tomlovesvegas tax loss selling may also become a factor

Really good numbers from $IOVA including gross margins. Will be looking to add to this name. It's extremely heavily shorted so shorts will lean on it. If sector ramps into year end (I think it will) you could easily see this trading to $4+

JMP initiates $ASMB Outperform and target $38

$AVXL Somewhat more EMA timeline clarity during Q+A. On previous Q call said EMA decision would be eoy or early Q1; Now says "probably first quarter next year". Also said during cc would only seek a partner if EMA approval granted.

@avidresearch Post referenced by avid $SPRO milestone reduction fr $150M to $101M on 1st sales makes total sense + is non-event bec payment is detemined by trial cost; when trial stopped early for efficacy, expenses went down by about $50M due to far fewer pts in ph 3 trial than orig thought.

$SPRO interesting take.

$SPRO milestone reduction fr $150M to $101M on 1st sales makes total sense + should be interpreted as a non-event bec payment is detemined by trial cost; when trial stopped early for efficacy, expenses went down by about $50M due to far fewer pts in ph 3 trial than orig thought.

@AnotherBio $SPRO milestone reduction fr $150M to $101M on 1st sales makes total sense + should be interpreted as a non-eventbec payment is detemined by trial cost; when trial stopped early for efficacy, expenses went down by about $50M due to far fewer pts in ph 3 trial than orig thought.

$SPRO mathed the update out a bit, re-bought the tracker and might add. It´s still horrible, but at the right price... Wrote a thingy in the forbidden space. biospecialsit.substack.com/p/spro-definit…

@RocketPenguin75 @MichelNantel 152K shares is not even a flea's worth of a position. $ENVX

Is JP Morgan playing games here? They hold a long position and have been increasing it! From Chat GPT: On May 12, 2025, JPMorgan Chase & Co filed a 13F-HR, disclosing a long position of 152,540 shares of Enovix, up from 131,148 shares previously—a 16.3 % increase during the quarter.

$ENVX JPMorgan -- The downgrade does not reflect diminished confidence in Enovix's prospects.

@jeromeleonard5 @BioValues Jay Short is for sure in the penalty box and needs to restore credibility. $BCAB

@Pelion2001 @BioValues

$BCAB trading near all time lows, despite 3+ registrational trials to start in 2025 (most recent AXL targeting NSCLC with KRAS). CEO claimed a ph2 deal is coming "near term" on Nov 7. Will they deliver something at JPM in Jan? $60M market cap

@jeromeleonard5 @BioValues With financing will "reach several key inflection pts 4 its mid-stage clinical TCE + ADC progs: BA3182 Ph 1 dose escalation data (expected readout 2Q25) + Ph 2 expansion data (expected readout 1H26); and mecbotamab vedotin Ph 2B data in mKRAS NSCLC (expected readout 1H26) $BCAB

@BioValues This company can't fund 3 registrational trials, let alone 1.