Sabitlenmiş Tweet
Quant Bro
141 posts

Quant Bro
@Quantbro1
Tech/Pharma Investor: Please do your own due diligence
Katılım Aralık 2023
5 Takip Edilen58 Takipçiler

@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.
English

@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!
English

@ForPlanetPluto 10-20%??? Way more than that. My assumption is the stock goes to $40+. The gap is at $50 which is conveniently where UBS slapped their price target.
English

@CoreyCicero Yea true but how likely is that. Nothings bad about booking a nice gain.
English

@Quantbro1 Goes To Double-Triple Digits.
A Short Squeeze Per Se.
English

@Quantbro1 What About The Day $QCLS Doesn’t Stop & Pulls An $SMX ?
English

$KOD in the eye of the APEX Phase 1b results for @KodiakSciences KSI-1 mesi medication. I would upgrade the PoS to a strong 70%. Not only were the findings great, but the standard of care is to use steroids in the eye, which come with grave side effects. So KOD is important here.
English

@ForPlanetPluto I’d give Tarcocimab a higher PoS. Baker Bros have a royalty on the drug and they aren’t letting it fail twice. Are you talking about PoS in Diabetic Retinopathy or Wet AMD or for both?
English
Quant Bro retweetledi

$KOD is really a tarcocimab comeback story. The drug looked finished after the 2023 DME miss, but the data said something narrower: the original commercial path broke, not necessarily the molecule. Since then Kodiak has rebuilt the program around the settings where tarcocimab showed real efficacy and durability. 2026 is when that long reset gets judged. (1/)

English
Quant Bro retweetledi

@Uber_Support Thank you so much for upgrading me to Black SUV late at night for being an Uber One member. Keep up the great work!

English

@_joebaffoe @RCangiolosi @BillMiller32 @SteveWagsInvest @HottestStockNow Hopefully they beat on revenue with Loqtorzi. Management fucked up bad with their offering at $1.75 per share. Would also like to see not too much cash being burnt either.
English

$CHRS I'm thinking we'll all get to learn what was shown confidentially at the JPM conference on Monday that prompted Oppenheimer to put out a Price Target 700% above the current price and 20M shares bought. @
@RCangiolosi @BillMiller32 @SteveWagsInvest @HottestStockNow @Biotechnerd1 @BiotechCH @Coherus_Bio @DOMOCAPITAL @vanjohn10 @BBackal @MadMoneyOnCNBC @CNBCFastMoney @FierceBiotech @SeekingAlpha @Stocktwits @BioStocks @stocks
English

Biotech Stock Catalyst Watchlist
Ph2 & Ph3 readouts in Q1 2026 📈
$UPB Phase 2
$BCDA Phase 3
$CAPR Phase 3
$XENE Phase 3
$KPTI Phase 3
$MLYS Phase 2
$CADL Phase 2a
$ANRO Phase 2
$IMMP Phase 3
$PEPG Phase 2
$TBPH Phase 3
$CLDX Phase 2
$NVCR Phase 2
$VRDN Phase 3
$CMPX Phase 2/3
$IDYA Phase 2/3
$VXRT Phase 2b
$LSTA Phase 2b
$PCSA Phase 2
$OCGN Phase 2
$APGE Phase 2
$KOD Phase 3
$ALZN Phase 2
$HELP Phase 2
$INSM Phase 2b
$ZLDPF Phase 2
Check out the image for more details!

English

