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@Quantbro1

Tech/Pharma Investor: Please do your own due diligence

เข้าร่วม Aralık 2023
5 กำลังติดตาม58 ผู้ติดตาม
ทวีตที่ปักหมุด
Quant Bro
Quant Bro@Quantbro1·
I like how $Plse came back. My short term price target is 16-18$ a share. Not much to say about it, very strong company with a great investor behind it (Robert Duggan).
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Quant Bro
Quant Bro@Quantbro1·
@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.
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Pluto
Pluto@ForPlanetPluto·
@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!
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Pluto
Pluto@ForPlanetPluto·
$KOD Phase 3 GLOW2 results are likely to be released within the next couple of days (before the end of March). This study proved Tarcocimab Tedromers' superiority over a placebo. I believe the PoS for this study is 80%, but this is likely priced in.
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Quant Bro
Quant Bro@Quantbro1·
@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.
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Pluto
Pluto@ForPlanetPluto·
$KOD Passing GLOW2 could pump the stock 10-20%, maybe even more, since it has fallen a bit recently, but failure would likely end the Tarcocimab program, which is KOD's biggest potential profit. The real de-risker will be the Eylea comparison study in Q3.
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Quant Bro
Quant Bro@Quantbro1·
$Whwk easy double from here.
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Quant Bro
Quant Bro@Quantbro1·
$Whwk easy double from here. It’s a joke how low valued the company is. HWK-007 will make it to ph2 and the company is going to gain back investor confidence. There is the reason the short interest is at 3.5%. DYOR!
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Quant Bro
Quant Bro@Quantbro1·
@CoreyCicero Yea true but how likely is that. Nothings bad about booking a nice gain.
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Quant Bro
Quant Bro@Quantbro1·
$Qcls is one of the best trading stocks right now. It stays in the mid-high 3’s then when Shkreli tweets about the Company or about Optical Computing the stock goes kaboom. Easy flip trading.
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Corey Cicero
Corey Cicero@CoreyCicero·
@Quantbro1 What About The Day $QCLS Doesn’t Stop & Pulls An $SMX ?
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Pluto
Pluto@ForPlanetPluto·
$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.
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Quant Bro
Quant Bro@Quantbro1·
@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?
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Pluto
Pluto@ForPlanetPluto·
Now to the Possibility of Success. Since $KOD already failed a trial for Tarcocimab Tedromer in 2023, their PoS here is at 50%. KSI-101 looks really strong in a market using old medication, and thus it looks at a PoS closer to 60-70%.
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Pluto
Pluto@ForPlanetPluto·
$KOD is a clinical-stage biotech company with 3 retinal disease treatments in phase III studies. The USD13b market is fiercely competitive, and it looks like their lead drug, Tarcocimab, could achieve a good amount of peak sales. Below is a comparison of peak sales plots.
Pluto tweet media
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Quant Bro
Quant Bro@Quantbro1·
I don't think I have ever been as bullish on a biotech than I am with $Chrs. I have faith in Lanfear. He did not transition to a pure oncology company just for the trials to fail.
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Quant Bro รีทวีตแล้ว
Teton Bio
Teton Bio@tetonbio·
$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/)
Teton Bio tweet media
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Quant Bro รีทวีตแล้ว
Teton Bio
Teton Bio@tetonbio·
$KOD GLOW2 (Q1 2026): If Kodiak Sciences repeats ~40%+ ≥2-step DRSS improvement with clean safety, this becomes a low-burden anti-VEGF option in diabetic retinopathy. With 30M+ diabetics in the US and no approved DR-only SOC, we estimate >$1B peak sales
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Not Odd
Not Odd@TTRAmyloid·
So Baker Brothers thinks that $kod's wet amd therapy is worth 5.5b? 250/0.045. The market currently gives $rgnx wet amd gene therapy near 0 valuation.
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Quant Bro
Quant Bro@Quantbro1·
My $Uso is ripping. Up 70% on it. I’ll consider opening up my own Hedge Fund in the future.
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Quant Bro
Quant Bro@Quantbro1·
@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!
Quant Bro tweet media
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Quant Bro
Quant Bro@Quantbro1·
$Chrs great move today. Finished above offering price today. I want the short interest to keep getting higher so when data comes out there is a short squeeze. These p1 trials are gonna hit ez. This is the most I have ever invested into one stock.
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BiopharmIQ by Amp
BiopharmIQ by Amp@BiopharmIQ·
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!
BiopharmIQ by Amp tweet media
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