Sai ♻️🌿👨🏽‍🔬

$MIRM Key catalysts is PSC readout in May Plus 3 more pivotal data on the next 12 months Stifel sees 4B peak revenue MC 5.7B looks very reasonable

Thanks $VIR and $JANX for doing one of the most interesting experiments clinically - to compare and contrast what single vs double masking do to efficacy and safety for solid tumor TCEs targeting the same antigen This will have important implications to the field

$BBIO Here is how my love affair with $BBIO started - a bunch of Jan 2025 20 and 25 calls. Luckily I didn't cashout the calls but converted them to shares at expiration. Now is one of my biggest position with almost 3x return in a year

$TVTX more than double plus on this banger!

$GLUE many rinse and repeat from 6s ... today done all at 9ish! still look good but done!

Selling the remainder of my $VTYX here. Could easily be wrong and gets bought by $SNY (or other) 2x from these levels (probably requires stellar RP results) But I think the RP setup is a bit nebulous (could be sell the news), and the company is basically coasting waiting for a buyout with 0 active trials after. NLRP3 seems promising and I especially want to see more data in Parkinson's/neurodegen, but I have ridden it since $2.40 and content to take this money into cash and/or other positions I feel strongly about. Also never got any assurance on $VTYX differentiation versus half dozen other NLRP3 programs.

$TVTX Anothe ATH at 36.60 Profitable, revenue and cash growing Jan PDUFA and launch in ESGS Did I call it at 14.50: "Derisked opportunity at discount valuation"??

$WVE oh boy! 12 holla!