BioShares

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BioShares

BioShares

@bioshares

100% pure biotech ETFs, separated into clinical trials stage companies (Nasdaq: BBC) and products stage companies (Nasdaq: BBP)

New York, NY Katılım Şubat 2015
306 Takip Edilen576 Takipçiler
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Rod Wong, MD
Rod Wong, MD@docrodwong·
here is link to release announcing new follow-up letter from rare disease coalition focused on restoring regulatory flexibility for rare disease under CBER. note letter and survey is from a coalition of over 140 rare disease leaders, not just rtw. reuters.com/sustainability…
Rich Law@drrichjlaw

RTW open letter to FDA & HHS on their treatment of rare disease. @DrMakaryFDA - reduction in investment due to regulatory uncertainty creating worse outcomes for patients. @CNBC

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BioShares@bioshares·
As of 12:47PM today, big disparity in intra-day % change of Clinical Stage stocks in $BBC and the Product/Commercial stocks in $BBP, with the latter down -(0.44%) and the former up +4.07% (The $XBI is up +0.80%). Largest movers in $BBC: $WVE $GPCR $KYMR $NRIX $CGEM $ARWR $DYN
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BioShares@bioshares·
Wow - $BBC up 161% since April 8 low. ($XBI no slouch, up 74%). Are we overheated or are we going higher? $ARWR $REPL $QURE $VRDN $TERN $CELC $CGEM $CGON $DCTH $VERA $ELVN $IMNM $RAPP $PCVX $RVMD
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BioShares@bioshares·
Stifel has published this slide noting $1.2TN of M&A ammo. Compare to $266BN combined mkt cap of $BBC companies. After $MRUS $RNA $MTSR $AKRO, Who's next? $ARVN $CELC $CNTA $COGT $GLUE $IRON $JANX $KYMR $MBX $NUVL $TERN. Who did we miss?
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Rich Law
Rich Law@drrichjlaw·
@bioshares The chart would be more amazing if they hadnt used the same color for two of the companies! It hurts my eyes. Other colors are available. Or maybe I suddenly went blue-green color blind!?
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BioShares@bioshares·
Jefferies put together this amazing chart that really shows how the recent jump in big pharma / biotech m&a activity should continue to reinject capital into the ecosystem. Also props to RTW and Avoro with >$1BN of gains, larger than several multi trillion dollar asset managers.
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BioShares@bioshares·
@financebully true but with $BBC up 127% since the april bottom, their losses probably pale in comparison to the 5x and 10x gainers in their portfolios. rising markets cure all.
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financebully
financebully@financebully·
@bioshares you don't know what their losses were in failed investments. lol.
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McGriddle Connoisseur
McGriddle Connoisseur@CloisterRes·
This is an absolute CHART CRIME solely due to the fact that for reasons known only to our Lord they chose to give the exact same color to 2 (two) out of 5 companies displayed.
BioShares@bioshares

Jefferies put together this amazing chart that really shows how the recent jump in big pharma / biotech m&a activity should continue to reinject capital into the ecosystem. Also props to RTW and Avoro with >$1BN of gains, larger than several multi trillion dollar asset managers.

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BioShares@bioshares·
@daphnezohar you officially nailed the bottom. $BBC is up 127% since your tweet.
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Daphne Zohar
Daphne Zohar@daphnezohar·
Should be helpful for US biotech. National Security Commission on Emerging Biotechnology Urges Swift Action to Protect U.S. National Security $XBI $BBC biotech.senate.gov
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Professor Oak
Professor Oak@Prof_Oak_·
TD Cowen's top Q4 binaries with expected stock moves Happy hunting $XBI $BBC
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BioShares@bioshares·
@jfais20 Revisiting this post. $BBC now up +127% from April 8th lows around when you posted this. 🔥🔥
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Jonathan Faison
Jonathan Faison@jfais20·
$BBC- not saying it's going to happen, but mere sentiment improvement in clinical biotech= 40% upside just to get back to levels seen at start of 2025
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BioShares@bioshares·
Remarkably, since the April 8, 2025 low in biotech, $BBC is up a whopping 127% (!!!). $XBI is no slouch, +60%. And lower risk $BBP +46%. Notably, the recent biotech M&A binge has been focused on clinical stage companies (those in $BBC), versus being more heavily weighted to $BBP
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BioShares@bioshares·
also notable is how the advisory banking fees were spread around, which is great for the ecosystem. need to check: Metsera was baml, merus jefferies, akero ms, avadel jpm, avidity gs
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Keşfet

@LizzyLaw_ @jfais20 @drrichjlaw @financebully @CloisterRes @docrodwong @daphnezohar @adamfeuerstein