Nick zheng

$PGEN I was puzzled who sold it down from 5 to 3 before annual report? any insight/guess/hint?

$PGEN just read the 4Q25 report/PR, feeling good the company is going to be break-even by end of this year. Then we should see a bought-out deal over double digits per share.

$NTLA over 40% shares are short. Very interesting to watch.

$SRPT $QURE Adam F is so wrong

$NTLA $QURE clear directions by FDA. to $NTLA, it is supportive for in-vivo editing ATTR programs; to $QURE, suspicious of effects from un-controlled phase I/II studies on Huntington's disease using AAV gene therapy. Do not fight against FDA.

$PGEN back to 3.8 from 5.4 just a week ago. over a quarter float is short sold, which definitely make the stock more volatile. Even at this strong market since mid 2025, still so many stocks are heavily shorted.

@fireworkstrades lots of shorts (the long bio bear market has conditioned traders to short biotech stock), eg $LQDA over 20% of float; $NTLA over 40%; $IBRX over 40%. Recently, $IBRX shorts' asses are sitting on hot plate. $NTLA may be the next short buster. $LQDA may depend on court decision.

@pick1998_2 YES! $LQDA. be prepared for volatility....too many weak hands. But agree new high is incoming.

$LQDA bought back at 30-31, will make new high. Why? its product is beating $UTHR.

$CMPS faded to 6.8. Time to add? now the company has over $400M cash, but outstanding shares also has gone up by nearly 50%, valued approximately 1B now. Still low valuation if no near further dilution.

$PMVP got re-discovered for its p53 reactivator. Huge accumulation from 1 to 1.6. I own 2% of the tiny company, believing it is worth double digits when FDA approval in late 2027.

$NTLA from PR today, I smell momentum is building.... Hold onto the first potential in-vivo editing biotech company that will win FDA nod in a year.

$CMPS added at low 7s.

$CMPS $200M cash from warrants plus $150M from public offering. Now enough cash for commercial preparation, I guess.

@JF_77777 I think it is a smart strategy to get it approved first for ovaian cancer. Should we believe Rezatapopt is a true p53 reactivator, and the data from other solid tumors support it, the company would move forward to expand the label. so long on p53 history; Good luck to longs $PMVP

@pick1998_2 Yeah I agree, I own a bunch. But they haven't proven the cancer-type-agnostic case yet, so I assume it's only being valued based on the possibility of a small slice of the ovarian cancer market.

$PMVP may be the only biotech stock now priced half of its net cash for an active drug for cancer-type-agnostic, targeting TP53 Y220C mutation and wt-KRAS cancers. NDA is planned for 1Q27. How is it so cheap?

$PMVP The study published in NEJM.... highlighted the antitumor activity of rezatapopt in heavily pretreated patients across multiple solid tumor-types establishing proof-of-concept for p53 reactivation. All responding patients had a TP53 Y220C mutation and were KRAS wt.

$PGEN back to low 4s after touch new high above 5, but again it does not stay above 5. This stock has lots of shorts (25% of float). I believe it is moving higher lows and higher highs. We should see initial quarterly sales soon.

$IBRX vs $TVTX both at commercial stage. The latter is profitable and cash-positive with growing revenue and potentially expanding indication (sBLA PDUFA 4/13/26), but valued one third of the former. i don't see the logic. $TVTX must be undervalued, and good for long term holding

$CMPS 2nd 0ffer of $150M priced at 8, strong indication. Still valued under 1B for a breakthrough/revolution treatment for TRD. Competitors will be 2-3 years later. added some at 8.

@fireworkstrades sold most, but I still keep some. $SPRB

@pick1998_2 why SPRB weak? still holding into approval? Thanks

$PGEN is moving up and up above 5. VERY positive sign. This is a biotech company based on breakthrough treatment for those without good options. I expect a buy-out this year or next year if initial sales are strong.