BioValues (@BioValues) profile picture

Biotech investor. Tend to focus on contrarian names, so I'm probably buying what you are selling/hating on. All tweets are my opinions only.

Denver
Joined June 2010
$PEPG presenting Tues Nov 10th at Gugg and Thur Nov 12th at Stifel. Imagine we get data next week, or Monday the 9th. Bodes well they plan on attending post data?
1
1
5
1,261
$ENGN anyone follow name? Company posted a new commercial job 4 days ago. Should have updated 12 month data and FDA BLA update any day now correct?
1
6
1,762
$bcab Tungsten is involved with BCAB currently and were the same folks involved in today's $BOLT merger
951
$CRBP after falling all the way to $4s and under cash value decided to re-enter here for upcoming front line CRB-701 data in q1. Should get some momentum closer to data (maybe coming at JPM?). $90M market cap
4
12
2,789
$NKTX down to $140M market cap vs $240M cash, which lasts into 2029 (don't think you can find that safe anywhere in biotech, factoring in near term data too). On top of that at a major support area going into key Nov data. I like my odds at this level when biotech turns around.
6
15
3,316
$NKTX near major $2 support. Going to continue to argue this is one of the best R/R plays going into initial CAR NK data in 4 weeks. $240M (June) cash vs $150M market cap and mgmt hinting they are seeing CAR-T like efficacy, durability and robust safety. Due for big move IMO
2
12
2,402
Replying to @ElMonoGran42994
read it and weep lmao. Time to get a new job, just can't compete
1
201
$NKTX ACR abstracts out, from May cutoff. Early data showing very clean safety, robust B-cell depletion, and activity/responses at all doses in myositis and SSc. Don't think this will be under cash after Nov formal data announcements at ACR. Pivotal trials on deck soon
1
14
2,397
$SCYX IMO has sell the news all over it in this bad biotech market. It's a ph1 healthy volunteer PK/food effect study and last year tanked on a similar setup. Anyone telling you differently is trying to manipulate the stock at your expense
1
3
1,320
$BCAB originally was supposed to get $40M upfront (20x current market cap lol) for selling off 35% of the ph3 ready Oz-v for HNSCC. Deal never closed and they did SA due to Nasdaq listing issue. All signs point to a modified deal coming by EOY which at $2M MC, could get crazy
1,174