Clinical pharmacist breaking down biotech in plain English. Sunday Issue, daily Notes, Catalyst Alerts. The whole picture, none of the jargon.
Joined December 2015
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ICYMI - $IOVA chat with my buddy @Henry431171040 - my mic cut out at the end. Wanted to wish everyone a happy and safe Halloween.
Nice reversal for $IOVA today, closing up 5.91% at $14.60 and outperforming both $XBI and $IBB.
After four consecutive declining sessions, IOVA reclaimed its 20-day moving average and showed renewed relative strength.
Volume was still relatively light, so I’d like to see some follow-through above $14.80 before calling this a confirmed breakout.
Fundamentally, the recent ESMO data remain encouraging, with Q3 earnings coming November 5.
The science continues to develop, and the chart is showing signs of recovery. Still bullish long term, but watching for confirmation.
PharmD🅰️z retweeted
#Biotech
November 2026 Healthcare Conference Schedule (So Far)
If you’ve been here for any amount of time, you already know my conference coverage is one of a kind — I listen to every presentation (and use an autotranscriber so I can replay at 2x and clean up any accent issues). This stretch of the calendar is going to be 14+ hour days, but I love doing it. If you’re already a sub, enjoy the schedule below. If you’re into biotech and looking for a place that actually covers this stuff in real time, give us a look.
9/10 | What Has Changed Since Q2?
Three developments stand out:
Oral VK2735 entered Phase 3.
A maintenance dosing study began.
Viking completed a major capital raise.
The story has progressed, but investors still need pivotal efficacy, safety and tolerability data.
10/10 | What to Watch Tomorrow
$VKTX investors should focus on:
• VANQUISH Phase 3 timelines
• SUNRISE enrollment expectations
• Maintenance dosing data and progress
• VK3019 development
• Updated cash runway and spending
For a pre-commercial biotech, execution matters more than revenue.
What are you watching? $VKTX
