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
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BioValues retweeted
$NKTX New Job Posted Today - Senior Director/Executive Director, Clinical Data Management
Prepare NKX019’s DM infrastructure for potential pivotal trials and a BLA, establish readiness before pivotal studies begin, and recruit/manage staff.
Require someone with previous pivotal-study and marketing-application experience
Upcoming presentations are Nov 8: myositis; Nov 9: #Ssc; Nov 11: overall safety
job-boards.greenhouse.io/nka…
$NKTX New job posted - Associate General Counsel
“Advise... including license, collaboration, and strategic vendor agreements”
“Support capital markets, financing, and strategic transactions, including due diligence and transaction documents”
job-boards.greenhouse.io/nka…
BioValues retweeted
$LXEO Cantor view LX2020 under-appreciated asset in story, believe the Street is assigning little value to both programs today.
estimate only ~30% of FA & ~10% of the PKP2-ACM opportunity are currently reflected in the stock.If the upcoming PKP2 data are strong, coupled with greater clarity on the FDA’s expectations, could meaningfully de-risk the program and support ~50% upside in the stock.
$LXEO educational investor event (10/21) focused on the clinical significance of arrhythmia endpoints in PKP2-associated arrhythmogenic cardiomyopathy (PKP2-ACM). ir.lexeotx.com/static-files/…
BioValues retweeted
Safety and durability are the key questions always in these. So far NKX-019 shown to be safe, but they do use fludarabine as well so will have to understand that. NKX-019 is engineered CD19-directed CAR-NK cells w/ membrane bound IL-15 could aide in both durability/persistence and safety.
Nkarta discussing safety in separate presentation in a couple weeks time as a key differentiating factor.
BioValues retweeted
$NKTX — one of the cleaner run-up shapes on the board right now.
ACR Convergence, Nov 8–9: first-ever autoimmune data for NKX019, Nkarta's off-the-shelf CD19 CAR-NK — myositis oral Sunday, scleroderma poster Monday, plus a safety oral Wednesday.
CEO Paul Hastings at Stifel, on the ACR slots: "You don't get an oral presentation at ACR if you have shitty data." He kept coming back to durability + safety — dosed outpatient with just 2 hours of monitoring.
The setup: $1.74, sitting on its 52-week low after six months of bleeding, with $3.40 a share in cash on the balance sheet. Market cap ~$125M vs $243M cash, runway into 2029, no raise hanging over the print. You're basically getting the data for free.
Safety already telegraphed clean — no CRS, no ICANS in the abstract — so this trades on one thing: real responses in the efficacy cohorts.
$BCAB - $BOLT just got a merger done. $BCAB next on deck. Bank working for 7-8 months to get a deal done on assets. Likely turning into an AI biotech by end of year and only $2M market cap (multi-bagger upside). inversagen.ai
