Biotechbug (@biotechbug) profile picture

Biotechbug

@biotechbug

30y in Life Sciences … Biotech Medtech Pharma Investing

Joined December 2015
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17Media
Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)Photo by Biotechbug (@biotechbug)
$VERA Interesting earnings call .. $5m net demand + $5m channel =$10m … 700 PSFs - move from older drugs … so voyxact (975)+ 700 for Trutakana means over 40% share within 3 months… on immuno/ IGg - no patient dipped below 200 in Ph3. Ripe for acquisition … JPM beckons
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350PSFs reported 10weeks post launch and 700 PSFs by end September(17 weeks) as per the management call , that’s 48/week - excellent run rate despite over 9 month gap vs Voyxact. Povi is going to find it tough without 2 year data and full approval 12 months or more away.
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It’s a pity that SI $VERA is going down with the share price … when is that squeeze coming
Image from Biotechbug (@biotechbug)
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After recent sell off the agent recommends in order of preference (Goal being risk adjusted growth) - $VERA $DFTX $MIRM $ZYME $ZBIO $MDGL $COGT $VSTM $CGEM $IDYA $KYTX $ABEO
Biotechbug (@biotechbug) profile pictureBiotechbug@biotechbugSep 28
I have created a biotech agent incorporating my 30+ y of experience in life sciences. Feedback ON model portfolio welcome. $VERA/ $DFTX/ $ZYME/ $UTHR/ $COGT/ $CGEM/ $MIRM/ $IDYA/ $KYTX/ $ABEO top names .. will share updates
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Added to $VERA $COGT $ABEO and initiated $VSTM @8
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Is $AMGN serious about $VERA … the iron is hot … time to strike post Q3 call…
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$UTHR
Biotechbug (@biotechbug) profile pictureBiotechbug@biotechbugSep 28
I have created a biotech agent incorporating my 30+ y of experience in life sciences. Feedback ON model portfolio welcome. $VERA/ $DFTX/ $ZYME/ $UTHR/ $COGT/ $CGEM/ $MIRM/ $IDYA/ $KYTX/ $ABEO top names .. will share updates
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I have created a biotech agent incorporating my 30+ y of experience in life sciences. Feedback ON model portfolio welcome. $VERA/ $DFTX/ $ZYME/ $UTHR/ $COGT/ $CGEM/ $MIRM/ $IDYA/ $KYTX/ $ABEO top names .. will share updates
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Otsuka reports long-term kidney data key to Voyxact's bid for full approval - endpoints.news/otsuka-report…
Otsuka reports long-term kidney data key to Voyxact's bid for full approval

Otsuka reports long-term kidney data key to Voyxact's bid for full approval

The data are crucial to Otsuka’s bid to get a full approval for Voyxact, as rival Vera's atacicept awaits a July 7 decision.

endpoints.news
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What’s up with $VERA … a buying opportunity or ….
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So what’s the view on $MLYS ? What’s cooking
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If this was the perception.. then zelensky would feel it’s better to negotiate in Moscow than in White House …
Biotechbug (@biotechbug) profile pictureBiotechbug@biotechbug2 Mar 2025
Replying to @elonmusk
Elon, irrespective of facts … both Trump and Zelensky could have behaved differently… but perception of the meeting was that Trump has already agreed with Russia that they can keep the occupied area, US gets minerals, No more NATO or full military for Ukraine and no guarantee
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Interesting…
Image from Biotechbug (@biotechbug)
Image from Biotechbug (@biotechbug)
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Minimizing clinical risk Concentrated the portfolio even further LARGE $VRNA $ABEO $IOVA $RCKT $DCTH MID $URGN $TIL SMALL $ZVRA $AUPH $ELEV
Biotechbug (@biotechbug) profile pictureBiotechbug@biotechbug14 Nov 2024
Overhauled the portfolio with recent volatility LARGE $VRNA $ABEO $IOVA $RCKT $DCTH $URGN MED $TIL $ZVRA $AUPH $STRO SMALL/SPEC $HOOK $ELEV $RPTX $OTLK $KPTI
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Healthcare is a critical frontier for DOGE. I met with Marty Makary, Mehmet Oz, and other incoming health appointees this week. It’s clear they’re serious about reducing cost & they understand innovation is a key part of the solution (not the problem). I left impressed with the team @RobertKennedyJr is building. I don’t say that lightly.
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Overhauled the portfolio with recent volatility LARGE $VRNA $ABEO $IOVA $RCKT $DCTH $URGN MED $TIL $ZVRA $AUPH $STRO SMALL/SPEC $HOOK $ELEV $RPTX $OTLK $KPTI
Biotechbug (@biotechbug) profile pictureBiotechbug@biotechbug30 Oct 2024
Hope $LPTX worked nice … took the losses on $FDMT … New $CADL $ELEV … added to $ABEO (submission) $IOVA $DCTH $HOOK $TIL
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$IOVA … got in 9.4-9.8 … margins should improve … topline is a given or better than management guidance … expect Q1’25 results to be true trend and watershed moment followed by NSCLC data that could re-orbit the company
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Hope $LPTX worked nice … took the losses on $FDMT … New $CADL $ELEV … added to $ABEO (submission) $IOVA $DCTH $HOOK $TIL
Biotechbug (@biotechbug) profile pictureBiotechbug@biotechbug19 Oct 2024
Exited $PHAT .. new $LPTX $TIL (better opportunity than $ESPR) BIG $VRNA $ABEO $RCKT $IOVA $URGN $DCTH MED $MLTX $FDMT $ZVRA $STRO small $MLYS $AUPH $OCUL $HOOK $TIL $IMCR $RPTX spec $OVID $LPTX $OTLK $KPTI
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#Obesity #ObesityMedicine “Brunner pointed out that the FDA’s Adverse Events Reporting System (FAERS) database shows that patient reports from those taking compounded and branded semaglutide are “remarkably similar.”” 2026 patent expiry … $HIMS
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Exited $PHAT .. new $LPTX $TIL (better opportunity than $ESPR) BIG $VRNA $ABEO $RCKT $IOVA $URGN $DCTH MED $MLTX $FDMT $ZVRA $STRO small $MLYS $AUPH $OCUL $HOOK $TIL $IMCR $RPTX spec $OVID $LPTX $OTLK $KPTI
Biotechbug (@biotechbug) profile pictureBiotechbug@biotechbug5 Oct 2024
exited all $TRML nice… Look to add on to $DCTH $RCKT $IOVA .. new $ESPR BIG - $VRNA $ABEO $IOVA $RCKT $URGN MED- $MLTX $BCAB $DCTH $FDMT $ZVRA SMALL - $PHAT $AUPH $MLYS $STRO $OCUL $HOOK SPEC - $RPTX $IMCR $OVID $KOD $KPTI $OTLK
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