Bio Stocks™

Just realized, I celebrate my 15th Twitterversary this month. Back then, I never imagined this app would become a second home. What started as a place to share ideas has grown into so much more. This platform has allowed me to share biotech insights, bounce ideas, and learn from the sharpest minds. But the best part? The connections. Some of you have been here since the early days, and others have joined along the way—but every interaction has pushed me to grow. This is an incredible community: thank you for the support, ideas, and conversations. 🫶

UK Health Regulator to reconsider NHS rejection of Alzheimer's drugs from $LLY (donanemab) and BioArctic (lecanemab). $ESAIY $BIIB

$NVS to acquire Pikavation Therapeutics for $2 billion upfront novartis.com/news/media-rel…

$RYTM Announces FDA Approval of IMCIVREE for Patients with Acquired Hypothalamic Obesity ir.rhythmtx.com/news-releases/…

$SRPT to submit sNDAs for AMONDYS 45 (casimersen) and VYONDYS 53 (golodirsen) for the treatment of DMD by the end of April. businesswire.com/news/home/2026…

$CTMX PT raised to $16 at Barclays

$OVID PT raised to $7 at Wedbush

$CYTK PT raised to $100 at Mizuho

$BHVN Phase 2 Obesity Study with Taldefgrobep Alfa, a Novel Myostatin-Activin Pathway Inhibitor, Completes Enrollment. Topline data expected in 2H'26

$TGTX has repurchased apprx $38M of stock under the prior and existing share repurchase program at an average price of $28.98/share.

$TGTX Secures an Additional $500M in Non-Dilutive Capital from Blue Owl and Expands Share Repurchase Program to $300M

$RVPH $10M offering priced at $1.50/share

$LLY discontinuation rates due to adverse events were 2.2%, 4.5% and 5.1% with retatrutide 4 mg, 9 mg and 12 mg respectively, compared to 0.0% with placebo.

$LLY triple agonist Retatrutide demonstrated significant reductions in A1C and weight in Phase 3 trial for the treatment of type 2 diabetes. $NVO For the primary endpoint retatrutide lowered A1C by an avg of 1.7% to 2% across doses at 40 wks Participants taking retatrutide 12 mg lost an average of 36.6 lbs (16.8%) prnewswire.com/news-releases/…

$LRMR Cash, cash equivalents $244M Anticipated catalysts -

$PTGX $50M milestone payment triggered by FDA approval. Protagonist is eligible to receive 6 - 10% royalties on sales and up to $580M in milestone payments.

$ACRS Completes Enrollment in Phase 2 Trial of Bosakitug (ATI-045) in Atopic Dermatitis. $NKTR $CRVS Top Line Data Expected in Q4

$OVID announces new results from a 7 mg dose cohort evaluating the safety and tolerability of OV329, a next-generation GABA-AT inhibitor being developed for drug-resistant epilepsies Expanding OV329 development to indications in tuberous sclerosis complex seizures and infantile spasms investors.ovidrx.com/news/news-deta…

$OVID $60M PIPE @ $2/share Point72, Adage Capital, ADAR1 Capital, Affinity Asset Advisors, Ally Bridge Group, Balyasny Asset Management, Coastlands Capital, Eventide Asset Management, Janus Henderson, and RA Capital

$CTMX $250M offering priced at $5.30/share