Andre-ACGT @Andre_AGTC Twitter profile

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Andre-ACGT

7 months

Mar 2024 update top 10 $VKTX obesity $MDGL first in NASH $XENE first in seizures $KRYS first DEB $BPMC SM SOC $IMCR first TCR $BHVN CNS & AutoImmune $AXSM CNS MDD $ARVN TPD $RVMD RAS(ON) KRAS

Andre-ACGT

@Andre_AGTC

9 months

End 2023 update top 10+1 $XENE first in seizures $MDGL first in NASH $KRTX first in schizo $BPMC SM SOC, cancer $KRYS first DEB $BHVN CNS & Autoimmune $VKTX NASH + obesity $IMCR first TCR $AXSM CNS MDD $MLTX Autoimmune IL17AF nano $RVMD RAS(ON) KRAS

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Andre-ACGT

@Andre_AGTC

4 months

Summary of WF 2024 list My large positions $VKTX $MDGL $XENE $BPMC $KRYS $RVMD $AXSM $ITCI Mid / small $ARGX $ALNY $IMVT $BHVN $IMCR $MLTX $CRSP $NTLA $ARVN $VRNA $CYTK LEAPS $APLS $BBIO $TGTX $ARDX NP with GTC orders $RYTM $IDYA $INSM $IOVA Don't know $IBIX $ARWR $FOLD $RNA

Andre-ACGT

@Andre_AGTC

4 months

The WF table from 2024 has about 30 names As a reminder - the table from June 2023 had 12 names, 4 were aquired $CERE $IMGN $RETA $MRTX Hit rate is impressive- 33% It is difficult to repeat that- would mean 10 BOs by the end of 2024 from the list, but let's see in Jan 2025

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Andre-ACGT

@Andre_AGTC

1 year

$RETA My 4th Buyout for 2023, this one was a big one.. Ordered by return $SGEN 50 to 230 $RETA 50 to 170 $PRVB 7 to 28 $CINC 10 to 30 $DICE tiny starter Still open $MDGL $KRTX $KRYS $AXSM

Andre-ACGT

@Andre_AGTC

1 year

Useful table with BOs. Shows what big pharma is looking to buy. I had only one hit in 2022 - $TPTX Much better start for 2023 - already 3 BOs $SGEN $PRVB $CINC $DICE (small starter position, probably should not be even include it in the list)

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Andre-ACGT

@Andre_AGTC

10 months

Revisiting the WF table from June 2023 $ABBV beat $PFE on $CERE and beat $MRK on $IMGN $BIIB beat $PFE on $RETA Probably $PFE will get $AXSM and $KRYS in return $JNJ - $KRTX $MRK - $MDGL Who I'd getting $BPMC & $TGTX? $BMY?

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Andre-ACGT

@Andre_AGTC

5 months

$VKTX So far William Blair winn the race for the higher revenue projection - 14.4b in US and 7b in EU This implies PT of 66B MC Wow....

MWM

@MWM76

5 months

$VKTX Viking could be sitting on a gold mine. William Blair analyst Andy Hsieh projects VK2735 peak sales of $14.4 billion in the U.S. and an additional $7.2 billion in Europe

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Andre-ACGT

@Andre_AGTC

6 months

My PDUFA calender update Apr 30 $DAWN May 25 $ABEO Jun 4 $CPRX Jun 26 $VRNA Jun 30 $RCKT (NP - will reenter closer to PDUFA) Aug 4 $ADAP Aug 28 $SNDX (NP - will enter closer to PDUFA)

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Andre-ACGT

@Andre_AGTC

6 months

$VKTX Hmm, Apr 5 90c 1000 contracts at 4.80. So some just put 0.5m in 90 call expiring in 3 week? +30% in 3 weeks. It looks oral data are comming and someone is making 0.5m bet that they are good.

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Andre-ACGT

@Andre_AGTC

6 months

My cancer portfolio After $SGEN $IMGN $TPTX $MRTX were aquired, there are not that much left High conviction $BPMC $IMCR $RVMD $KURA Speculative $ADAP

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Andre-ACGT

@Andre_AGTC

1 year

$MCRB Is already commercially available. It shows how important is to have experienced partner like Nestle!

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Andre-ACGT

@Andre_AGTC

10 months

5 aquisions per year is going to be my personal record. 6 if I add $DICE $SGEN $IMGN $RETA $PRVB $CINC plus $DICE a small starter.

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Andre-ACGT

@Andre_AGTC

9 months

End 2023 update top 10+1 $XENE first in seizures $MDGL first in NASH $KRTX first in schizo $BPMC SM SOC, cancer $KRYS first DEB $BHVN CNS & Autoimmune $VKTX NASH + obesity $IMCR first TCR $AXSM CNS MDD $MLTX Autoimmune IL17AF nano $RVMD RAS(ON) KRAS

Andre-ACGT

@Andre_AGTC

1 year

Mid year update top 10 2 BO slots to be replaced soon $XENE first in seizures in 50y $SGEN first ADC $MDGL first in NASH $KRTX first in schizo in 50y $KRYS first DE Bullosa $RETA first in FA $VKTX BIC NASH + obesity $IMCR first TCR $AXSM BIC MDD $VTYX BIC TYK2 autoimmune

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Andre-ACGT

@Andre_AGTC

3 months

$VKTX Jefferies note from the meeting today. Take away: mgmn is open to partnership with preference of takeout.

J

@jayabacus

3 months

$vktx

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Andre-ACGT

@Andre_AGTC

7 months

$VKTX Truist note For chronic dosing outside of cancer, tolerability trumps the efficacy As Paul $MDGL famously said - for long term use the drug should have comparable toxicity to baby milk

dough

@semodough

7 months

TRUIST - $VKTX BUY PT 120 - quick note $NVO MGT stated that amycretin's AEs were in-line with NVO previous GLP-1&CagriSema trials.&GIVEN 🤔 semaglutide's tolerability as being Achilles' heel in gaining further penetration-tolerability-tolerability-tolerability stay tuned imho

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Andre-ACGT

@Andre_AGTC

1 year

Update in the top 10 after recent developments $MDGL first in NASH $XENE first in seizures in 50y $VKTX BIC NASH + Obesity $SGEN first ADC $KRTX first in schizo in 50y $IMCR first TCR $KRYS first DEBullosa $AXSM best class MDD $VTYX BIC TYK2 autoimmune $KYMR best in #TPD

Andre-ACGT

@Andre_AGTC

2 years

My core positions balanced CNS autoimmune oncology metabolic $XENE first in seizures in 50y $MDGL first NASH $SGEN fist ADC $IMCR fist TCR $RLAY best in #AIDD $KYMR best in #TPD $KRTX first in schizo in 50y $AXSM best class MDD $KRYS first DEBullosa $RXRX new age drug discovery

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Andre-ACGT

@Andre_AGTC

7 months

Putting my PDUFA ducks in a row $MIRM PDUFA Mar 13 $MDGL PDUFA Mar 14 $ABEO PDUFA May 24 $VRNA PDUFA June 26 $ADAP PDUFA Aug 4 Plus a bunch of other near term catalysts for $VKTX $AMLX $AXSM $ACAD $ITCI $GPCR

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Andre-ACGT

@Andre_AGTC

7 months

$VKTX VK2735 has better tolerability than CagriSema, which $NVO refers to in their oral data, without details In $VKTX case, the first 2 weeks contributed mainly to the AE. With proper titration - starting with 2.5mg instead of 5mg, it can become the safest option on the market

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Andre-ACGT

@Andre_AGTC

1 year

$VKTX Jul calls from strike $24 to $30 13000 contracts -> 1.3M shares Jul puts only ~700 contracts around strike $15 Huge confidence that the data will be positive - almost 20:1

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Andre-ACGT

@Andre_AGTC

1 year

ASCO poster session Oh my... tausends chasing a few targets. That's why I like not crowded targets like Kv7 - epilepsy $XENE and second distant $BHVN, M1/M4 - schizophrenia $KRTX and second distant $CERE THR-b -NASH $MDGL and 2nd / 3rd distant $VKTX $TERN

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Andre-ACGT

@Andre_AGTC

2 years

My core positions balanced CNS autoimmune oncology metabolic $XENE first in seizures in 50y $MDGL first NASH $SGEN fist ADC $IMCR fist TCR $RLAY best in #AIDD $KYMR best in #TPD $KRTX first in schizo in 50y $AXSM best class MDD $KRYS first DEBullosa $RXRX new age drug discovery

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Andre-ACGT

@Andre_AGTC

10 months

$IMGN My $4 calls I converted to shares proved to be golden, as predicted. 600% gain

Andre-ACGT

@Andre_AGTC

1 year

This aged well. $IMGN at $10 after OS benefits. sBLA in H2 My $4 calls will be golden 🙂

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Andre-ACGT

@Andre_AGTC

7 months

$VKTX Very important for the aquisition thesis IP coverage for VK-2375 beyond 2040.

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Andre-ACGT

@Andre_AGTC

1 year

$MDGL Accelerated approval, priority review, PDUFA Mar 14 2924 No plans for adcom The best case scenario for the company!!

Madrigal Pharmaceuticals Announces NDA Acceptance and Priority Review of the New Drug Application...

CONSHOHOCKEN, Pa., Sept. 13, 2023 (GLOBE NEWSWIRE) -- Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL), a clinical-stage biopharmaceutical company pursuing novel therapeutics for nonalcoholic steatohep...

finance.yahoo.com

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Andre-ACGT

@Andre_AGTC

2 years

6 biotech winning the AI race $EXAI, $RXRX, $RLAY plus 3 still private

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Andre-ACGT

@Andre_AGTC

8 months

WF Jun 2023 table. Good score 5 of 12 are acquired 42% hit rate $CERE $IMGN $RETA $MRTX $KRTX Another 5 might follow in 2024 w/ high probability $MDGL $BPMC $AXSM $KRYS $RYTM Last two - I have no strong opinion Could happen but w/ lower probability $TGTX $ARVN

Andre-ACGT

@Andre_AGTC

10 months

Revisiting the WF table from June 2023 $ABBV beat $PFE on $CERE and beat $MRK on $IMGN $BIIB beat $PFE on $RETA Probably $PFE will get $AXSM and $KRYS in return $JNJ - $KRTX $MRK - $MDGL Who I'd getting $BPMC & $TGTX? $BMY?

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Andre-ACGT

@Andre_AGTC

9 months

BVF fund Good track record in 2023 1. $MLTX 2. $GPCR 3. $PNT - acquired 4. $RVMD 5. $MIRM High probabilities the other 4 to be BO in 2024. Accidentally I have good size posion in all of the above

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Andre-ACGT

@Andre_AGTC

1 month

$VKTX Up on high volume. High call volume as well 10000 contracts Aug 23 65c @ 5.10 That's $5M bet something is happening this week Time stamp 3:59 Go figure

Pharmdca

@Pharmdca

1 month

$VKTX something is up with this sudden surge in price action and volume

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Andre-ACGT

@Andre_AGTC

1 year

We can safely move $AZN to #1 slot of the potential $VKTX acquires. By terminating their GLP-1 program they clean the deck to buy $VKTX Let's see when the market realizes that...🙂

Andre-ACGT

@Andre_AGTC

1 year

$VKTX relevant Another GLP-1/glucagon bite the dust.

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Andre-ACGT

@Andre_AGTC

1 year

Mid year update top 10 2 BO slots to be replaced soon $XENE first in seizures in 50y $SGEN first ADC $MDGL first in NASH $KRTX first in schizo in 50y $KRYS first DE Bullosa $RETA first in FA $VKTX BIC NASH + obesity $IMCR first TCR $AXSM BIC MDD $VTYX BIC TYK2 autoimmune

Andre-ACGT

@Andre_AGTC

1 year

Update in the top 10 after recent developments $MDGL first in NASH $XENE first in seizures in 50y $VKTX BIC NASH + Obesity $SGEN first ADC $KRTX first in schizo in 50y $IMCR first TCR $KRYS first DEBullosa $AXSM best class MDD $VTYX BIC TYK2 autoimmune $KYMR best in #TPD

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Andre-ACGT

@Andre_AGTC

7 months

$MREO First time buyer - opened a position today. My buy order was filled at 3.60 Strong tweeter support - @Pharmdca @semodough @ej23ny just followed him - he is all over $MREO space Sitting on a lot of cash from $IMGN and $CERE. Still holding large position in $KRTX $BCYC next

Pharmdca

@Pharmdca

7 months

Added $MREO

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Andre-ACGT

@Andre_AGTC

1 year

Fidelity has 11% position in $VKTX Very unusual for them to get involved in small early stage biotech. Two options - they expect good NASH data and will resell to other funds. - engineer BO after ph2b data With 11% they will have a seat in the board of directors. Anyway very +ve

Andre-ACGT

@Andre_AGTC

1 year

$VKTX Fidelity bough 10.9M shares, I think from the last capital raise

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Andre-ACGT

@Andre_AGTC

5 months

$VKTX Raymond James report PT 115 Next catalyst is NASH readout But key PT driver is obesity The PT is based on DCF, no M&A premium

BioPharm_the_Magnificent

@crypto_biotech

5 months

$VKTX Raymond James doesn’t mess around. Outperform & $115 PT. Last week a nice summary:

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Andre-ACGT

@Andre_AGTC

1 year

Evolution of Pharma sector 2022-35 These fields will become GIGANTIC GIP/ GLP1 $VKTX $LLY TYK2 $VTYX $BMY $TAK FcRn $TVTX ... more? NLRP3 $VTYX $GLUE preclinic Collectively $250B revenue New techs TPD $KYMR $NRIX $ARVN Cell therapies $NTLA $CRSP ... more?

Paras Sharma

@paras_biotech

1 year

Have seen diff. interpretation of pharma's evolution Below is from torreya -

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Andre-ACGT

@Andre_AGTC

9 months

Bio funds participation in BO $IMGN $RYZB, $KRTX, and $CERE: Cormorant $KRTX $RYZB Perceptive $CERE $RYZB Great Points $KRTX $CERE Orbimed $KRTX $RYZB Redmile $IMGN $RYZB RA $IMGN Just to keep an eye on these specialized funds

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Andre-ACGT

@Andre_AGTC

10 months

$AMLX I am not pumping the stock bc I don't know how Phoenix will read out But this is the most profound loto ticket since I started investing in 7 years $AMLX is 0.9b company $RETA was sold for 7.3B ALS market is equal to FA So 8x from here or small loss Looks a deal, right?

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Andre-ACGT

@Andre_AGTC

7 months

Very high r/r stocks with pending catalysts $AMLX before or in q2 $ABEO pdufa May 24 $RLMD ph3 data expeced June $ADAP pdufa Aug 4 Regarding is high but risk is not negligible

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Andre-ACGT

@Andre_AGTC

7 months

$MREO investment thesis Rare indications, large TAM Low competition Bookmarked for future reference.

Pharmdca

@Pharmdca

7 months

$MREO 1 An overlooked small cap biotech with a significant upside for long term investors. In this thread will lay out my bullish thesis and why this stock could be a great turnaround story over time as company progresses through their pipeline development.

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Andre-ACGT

@Andre_AGTC

6 months

My CNS portfolio High conviction $XENE $AXSM $ITCI $ACAD Border line: $SAGE $MRNS High risk, believe with good R/R $LBPH $PRAX $RVPH $CYBN Speculative $ABOS $ADXN

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Andre-ACGT

@Andre_AGTC

1 year

$MDGL $VKTX $TERN relevant Noninvasive NASH assesment. Paul ( $MDGL ) said that by 2028 NASH will be Primary Care Provider (PCP) category. It means that NASH test will be part of the annual exam, like metabolic panel or CV panel

nolastevedore

@nolastevedore

1 year

Let's say $MDGL $VKTX gets approval in NASH. Just a laymen question: noninvasively, clinical outcomes/response to a NASH treatment isn't objective like say, an insomnia med or a migraine tx. Are these NASH meds gonna be a chronic tx, and if so, how will payors measure progress?

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Andre-ACGT

@Andre_AGTC

1 year

$XBI is it relevant? Top 10 in the index are stock which I don't know $XBI is down 45% in the last 2 years My bio account is >100% in the same period Granted, I had 3 good size BOs, like $CINC, $PRVB and $SGEN So build your index w stocks you like and forget $XBI and $ARKG

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Andre-ACGT

@Andre_AGTC

10 months

Baker Bro q3 changes in first 20 position $MDGL +30% $ROIV +26% $ABCL +26% $KYMR +9%

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Andre-ACGT

@Andre_AGTC

1 year

$RXDX raised $500M in Dec 2023. Confirms that capital raise and aquisions are not correlated. The same may apply for $VKTX and $KRTX, if they get eventually acquired.

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Andre-ACGT

@Andre_AGTC

3 months

$VKTX It looks is going to fill the gap at 38. Also incidentally 200MA is at 38

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Andre-ACGT

@Andre_AGTC

5 months

My PDUFA calendar update Apr 30 $DAWN (starter + calls) May 25 $ABEO (shares + calls) Jun 4 $CPRX Jun 21 $SRPT Jun 26 $VRNA Jun 30 $RCKT (starter, to add later) Aug 4 $ADAP (to reenter in Jun) Aug 28 $SNDX (starter, to add later)

Andre-ACGT

@Andre_AGTC

6 months

Updated short list PDUFA My PDUFA calender update Apr 30 $DAWN May 25 $ABEO Jun 4 $CPRX Jun 21 $SRPT Jun 26 $VRNA Jun 30 $RCKT (NP will reenter soon) Aug 4 $ADAP Aug 28 $SNDX (NP will enter soon) June is hot w 4 catalysts

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Andre-ACGT

@Andre_AGTC

1 year

WF top 11 acquisition targets. WF just copied my portfolio🙂 All 9 ( no position in $MRTX $ RYTM) $CERE $MDGL $IMGN $KRYS $BPMC $AXSM $RETA $ARVN plus $KRTX $VTYX $XENE and $ITCI to get to my magnificent 13. I guess in 2-3 years the list will be cleared.

Anders Research

@Anders_Research

1 year

Wells Fargo Top 11 Biotech Buyout Candidates: $AXSM an immediate bolt-on powerhouse in our opinion, big pipeline led by very mechanistically strong AXS-05 (Auvelity). Also looking for SUNOSI as a "non-stimulant" in ADHD. $MDGL as well, though the clock is ticking, and better

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Andre-ACGT

@Andre_AGTC

4 months

Here is my shopping list and price targets $IOVA 9.20 $JANX 36 $NUVL 43 $IDYA 37 $EWTX 15

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Andre-ACGT

@Andre_AGTC

1 year

$VKTX PT to 35 The most important reason "Derisked pipeline" These are the dream words for every biotech investor. The rest is easy - just hold until eventual BO

Andre-ACGT

@Andre_AGTC

1 year

@JamesEKrause Well done. Raymond James increased PT to 35 based on "Derisked Pipeline" Of course, they are one of the underwriters, should be positive.

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Andre-ACGT

@Andre_AGTC

1 year

$RXDX (no position anymore after the huge jump in Dec) to be acquired for 11B After good quality Ph2 data in Dec 2022 $VKTX has pending ph2b data in NASH. Similar market size Let's see what happens after the data release😉 I bet $VKTX will trade high in sympathy tomorrow

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Andre-ACGT

@Andre_AGTC

1 year

$VKTX relevant LY3298176 (Dual GIP/GLP-1 Receptor Agonist) for the treatment of Obstructive Sleep Apnea. LY3298176 (Dual GIP/GLP-1 RA) for treatment of chronic heart failure with preserved ejection fraction. It looks like $VKTX has a gold mine with their GLP-1/GIP drug

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Andre-ACGT

@Andre_AGTC

1 year

Start tracking Sofinnova bio fund Looks specialized in BO candidates They have CINC HZNP RXDX - alredy acquired #1 in portfolio is $KRTX. Another likely BO candidates are $ASND $RETA $SRPT

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Andre-ACGT

@Andre_AGTC

9 months

Leering 2024 The list is long My focus only in: Targeted onc $ARVN $IDYA $KURA $IMTX Genetics $BBIO $MIRM Metabolic $IMVT $MLTX Nuero $MRNS Rare $SRPT Cardio $CYTK

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Andre-ACGT

@Andre_AGTC

1 year

9 assets / target is insane. Look at CD19 - 60 assets 🤣 That's why I like not crowded targets where the competition is measurable: THR-b just 3 $MDGL $VKTX $TERN M1/M4 just 2 $KRTX $CERE Kv7 just 2 $XENE $BHVN Any other clean targets to add?

Paras Sharma

@paras_biotech

1 year

Pipeline herding in drug development - In 2000, there were on avg 3 assets/target In 2022, there are on avg 7 assets/target (in oncology its 9 assets/target)

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Andre-ACGT

@Andre_AGTC

7 months

$VKTX what to expect from the oral data They are using 20mg / daily Bioavailability is 40-50% of SQ injection 20mg oral should correspond to 8-10mg SQ dosing Expect placebo adj efficacy at 13w 10% Since the trail is shorter, 5% Similar to $GPCR data Side effects is the key

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Andre-ACGT

@Andre_AGTC

2 years

$FATE almost all programs are gone two remain - 567 and 819 They hit Hard Reset button. Erased the last 5 years of development and market value. Back to 2017 levels.

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Andre-ACGT

@Andre_AGTC

6 months

Here is my plan Pair the FIC with the best follower M1/M4 Shizo $KRTX / $CERE (both BO) Kv7 epilepsy $XENE / $BHVN DEB $KRYS / $ABEO ADC ovarian $IMGN / $MRSN (BO / failed) KRAS $MRTX / $RVMD (BO / BIC) THRb $MDGL / $VKTX ROS + ALK $TPTX / $NUVL (BO / BIC) SM GIST $BPMC / ??

Andre-ACGT

@Andre_AGTC

6 months

Bookmarked to read it from time to time. Main massage - get a plan. It doesn't need to be the best one Any plan is better than no plan at all

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Andre-ACGT

@Andre_AGTC

1 year

$GRTX no position But this is remarkable teaching story 1. Don't trust FDA even after priority review, BTD or no adcom 2. Buy calls and conver to shares if positive outcome. If negative, the risk is factored in the call price. I learned this strategy from @Maximus_Holla

Pharmdca

@Pharmdca

1 year

$GRTX definitely mind boggling after no adcom and priority review granted by fda I guess when it comes to fda you really can’t tell Win and loss part of investments

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Andre-ACGT

@Andre_AGTC

7 months

$VKTX who might be interested in BO? Already involved in GLP1 and derivatives $AZN, $NVO, $LLY, $PFE, $RHHBY Many big pharma names are missing JNJ, MRK, ABBV, NVS, AMGN, SNY, BMY, GILD, REGN, GSK, TAK

Bios_n_Techs

@Bios_n_Techs

7 months

$VKTX A fair BO deal at 15B valuation would equate to $140+ Not expensive considering how good the data is, with excellent safety notwithstanding comp to competition. $PFE could do a big splash acquiring $VKTX and hope they do if they don’t want to miss the obesity market.

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Andre-ACGT

@Andre_AGTC

1 year

$AXSM project revenue 6B to 11.5B it is 3.5B co, enough cash until CFP Anybody wants better investment thesis for the next couple of years?

Andre-ACGT

@Andre_AGTC

1 year

$AXSM Great development - $AXSM MDD is moving slowly into front line. In Jan it was 4th line

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Andre-ACGT

@Andre_AGTC

9 months

Transparency and honestly - these make the tweeter community strong Many good examples of honest contributors. Just to name a few that help me a lot @Sports_bios @Pharmdca @Maximus_Holla @monaco_biotech @JoseRestonVA And many more Happy New Year 2024 will be awesome!

Sports_Bios

@Sports_bios

9 months

2024 is knocking at the doorsteps here - my 2023 take was an unexpectedly strong yr for the portfolio - the overall trend of the biotech sector of people staying/hiding/buying/merging in commercial/later stage assets remain intact for all of 2023 - that trend became obvious after

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Andre-ACGT

@Andre_AGTC

1 year

Staying focused on the endgame. Projected revenue 2030 $KRTX $6B $MDGL $5.6B $NTLA $5.1B $ITCI $3.6B $VTYX 2.8B $AXSM 2.8B Total 26B. At modes 2x revenue - Projected sum of MCs is 52B That's 200% from today closing of the 6 companies from the list.

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Andre-ACGT

@Andre_AGTC

9 months

Dec 22 update 7.5 acquisition in 2023, ordered by value $KRTX $SGEN $IMGN $RETA $CERE $PRVB $CINC $DICE (small 200 shares starter)

Andre-ACGT

@Andre_AGTC

10 months

Dec 6 2023 update. 6+1 acquisition in 2923, ordered by value $SGEN $IMGN $RETA $CERE $PRVB $CINC $DICE (small 200 shares starter)

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Andre-ACGT

@Andre_AGTC

6 months

$MDGL WSP $47,400 Targeted patients NASH with f2 f3 fibrosis already seen by specialist 315,000 Seen by specialist mean they will be served on short notice That's 15b launch focus With discounts and freebies 10B $MDGL MC is 5B

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Andre-ACGT

@Andre_AGTC

9 months

$KRTX 14B from BMY $CERE 8.5B from $ABBV CNS space is hot. Next $XENE please

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Andre-ACGT

@Andre_AGTC

9 months

$PFE still wants to be in the obesity game, but not to pay too much, so looking for early stage Options like $VKTX and $GPCR are trading at 2b Just in case, got some Jan 2025 $17c at 7.50 Premium is high at 22%, but if BO at 30-35 the call would do well No GPCR calls🤔

mets17

@adar170

9 months

$pfe O boura

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Andre-ACGT

@Andre_AGTC

10 months

Dec 6 2023 update. 6+1 acquisition in 2923, ordered by value $SGEN $IMGN $RETA $CERE $PRVB $CINC $DICE (small 200 shares starter)

Andre-ACGT

@Andre_AGTC

10 months

5 aquisions per year is going to be my personal record. 6 if I add $DICE $SGEN $IMGN $RETA $PRVB $CINC plus $DICE a small starter.

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66

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Andre-ACGT

@Andre_AGTC

6 months

Someone asked in Feb 2023 what to buy. I rarely give direct advice but in this case I suggested $KRTX 185 -> 330 +80% $KRYS 75 -> 173 +130% $AXSM 60 -> 76 + 27% Average +80% in one year Not a bad return Hope he followed the advice

Andre-ACGT

@Andre_AGTC

2 years

@astraystargazer Difficult to say bc all have something unique to offer. I would start with those which have near-term milestones. $KRTX - Ph3 data in Q1, NDA mid 2023 The market is 10B and growing $AXSM - a lot of catalysis in H1 incl migraine PDUFA Apr 30. MDD launch is great $KRYS PDUFA

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Andre-ACGT

@Andre_AGTC

1 year

$MCRB Start of the recovery. The label was the best case scenario. So the sell off was brutal but overdone.

Andre-ACGT

@Andre_AGTC

1 year

$MCRB label It looks the best case scenario. It does not say only after two infections, just after one CD infection and after antibacterial treatment for recurrent CDI. It would move the peak revenue to the top of the 700m-1b range.

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Andre-ACGT

@Andre_AGTC

9 months

Thanks to $KRTX all my CNS stocks are flying $XENE $AXSM $BHVN $ITCI $ACAD $MRNS $RVPH Big pharma is not very strong in CNS, they mainly focus on oncology Now they shift the focus with 22.5b for $KRTX and $CERE

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Andre-ACGT

@Andre_AGTC

7 months

What Baker Bros are buying with massive $SGEN cash $MDGL #4 +27% my #3 $KYMR #8 +26% my #12 $RVMD #9 +91% my #10 $ABCL #11 +10% (starter) $BCYC #13 +169% (starter) $REPL #14 +108% (np) $CERE new BO in Dec my #11 Incidentaly I put some of the SGEN cash in the first 3 names

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Andre-ACGT

@Andre_AGTC

7 months

$MREO Added today on this strange weakness at 3.50 with the help of X friends Now dca is 3.55 Still have gtc order at 3.30 and 3.00, just in case

Andre-ACGT

@Andre_AGTC

7 months

$MREO First time buyer - opened a position today. My buy order was filled at 3.60 Strong tweeter support - @Pharmdca @semodough @ej23ny just followed him - he is all over $MREO space Sitting on a lot of cash from $IMGN and $CERE. Still holding large position in $KRTX $BCYC next

10

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Andre-ACGT

@Andre_AGTC

1 year

Remarkable - 6 bidders for $RXDX. Went for 10.8B with good Ph2 data for $4.8B market. It is anybody guess how many bidders $MDGL will get and at what price for pending NDA and $5.6B market. The same for $KRTX - pending NDA and $6B market

Andre-ACGT

@Andre_AGTC

1 year

Jefferies revenue projection until 2032 $KRTX $6B $MDGL $5.6B $NTLA $5.1B $RXDX $4.8B $APLS $4.1B $ITCI $3.6B $ASND 3B $VTYX 2.8B $AXSM 2.8B If $RXDX went at $10.8B $MDGL should ask for $12.6B $KRTX for $13.5B

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Andre-ACGT

@Andre_AGTC

2 months

$VKTX My very first recommendation to buy VKTX Dec 14 2022 at 4.02 Different reason - NASH Later the VKTX story developed in the obesity direction So it's how my VKTX journey started. Let's see how it ends 😊

Andre-ACGT

@Andre_AGTC

2 years

$MDGL is risky bc they don't have anything else. You may try two options to lower the risk 1. Buy Jan 65 call at $20. If they fail, you lose $20. With direct share you may lose $40 or more. If they succeed - you can make easily +300% or more 2. Buy $VKTX as a proxy

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Andre-ACGT

@Andre_AGTC

1 year

Jefferies revenue projection until 2032 $KRTX $6B $MDGL $5.6B $NTLA $5.1B $RXDX $4.8B $APLS $4.1B $ITCI $3.6B $ASND 3B $VTYX 2.8B $AXSM 2.8B If $RXDX went at $10.8B $MDGL should ask for $12.6B $KRTX for $13.5B

BowTiedBiotech 🧪🔬🧬

@BowTiedBiotech

1 year

Jefferies: Most likely #Biotech M&A 2023 Nice visual on potential non-risk adjusted revenue value of each - the 🔑 factor as pharma is hunting for revenues $ALNY $ARGX $KRTX $MDGL $NTLA $RDRX $APLS $ITCI $CYTK $ASND $VTYX $AXSM $PCVX $BMRN $FGEN

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Andre-ACGT

@Andre_AGTC

20 days

$VKTX Nuggets from the today's presentation -tripple agonist -oral >100mg likely 175-200h half life

Jim Hansen

@fluffer9

20 days

$VKTXTriple agonist in the clinic next year - 50% more efficacy Dosing above 100mg for oral very likely SubQ Ph3 dosing higher than Ph2 175-200hrs half-life makes monthly dosing for SubQ likely -ideal for maintainance of weight loss, or switching to oral.Smooth as same molecule

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Andre-ACGT

@Andre_AGTC

6 months

$CYTK 48w open label data Highly stat improvement with p 0.001 and no SAE

Charles Gordon

@princetongb

6 months

$CYTK Presents Additional 48-Week Data From FOREST-HCM, the Open Label Extension Clinical Study of Aficamten, at The American College of Cardiology 73ʳᵈ Annual Scientific Session

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Andre-ACGT

@Andre_AGTC

9 months

Mark these names. For various reasons they resist the last day of the year sell off $RLMD $ABOS $ACAD $GPCR $MLYS $MLTX $VRNA CNS metabolic COPD

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Andre-ACGT

@Andre_AGTC

9 months

1. As quick revenue many good choices like $AXSM $ITCI $BPMC $AMLX $IMCR $SWTX 2. As future revenue $KRTX $XENE $MDGL 2. As platform $BHVN $NTLA $RVMD $MLTX $IDEA $VKTX 3. As ML tech $SDGR $EVO $RXRX

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Andre-ACGT

@Andre_AGTC

1 year

WF most probable targets $CERE -> PFE / ABBV $MDGL -> BMY / MRK $IMGN -> MRK / AMGN $BPMC -> ABBV / MRK $AXSM -> PFE / ABBV $RETA -> PFE / AMGN $KRYS -> ABBV / PFE $ARVN -> MRK / PFE $KRTX -> ABBV / PFE $VTYX -> ABBV / PFE $ITCI -> PFE / ABBV

Andre-ACGT

@Andre_AGTC

1 year

WF top 11 acquisition targets. WF just copied my portfolio🙂 All 9 ( no position in $MRTX $ RYTM) $CERE $MDGL $IMGN $KRYS $BPMC $AXSM $RETA $ARVN plus $KRTX $VTYX $XENE and $ITCI to get to my magnificent 13. I guess in 2-3 years the list will be cleared.

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Andre-ACGT

@Andre_AGTC

1 year

$VKTX 3 data readouts in 2023 VK2809 for NASH and Fibrosis; Data in 2Q 2023 Ph1 Oral Formulation of VK2735; Results in 2H 2023 Ph 1b VK0214 in X-ALD Data in 2H23. $406M cash

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Andre-ACGT

@Andre_AGTC

3 months

Annual rebalance of Andre Bio Index #ABI $KRTX $RETA removed BO $VTYX $NTLA $AMLX removed underperform replaced w/ $BPMC $SRPT $MIRM $VKTX $RVMD plus 5 original $MDGL $KRYS $AXSM $ITCI $XENE Index today 1,971, initial 561 Jun 2022 2y return #ABI +251.3% $SPY +42.7% $XBI +8.2%

Andre-ACGT

@Andre_AGTC

1 year

Just for fun created Select Biotech Index (SBI) in Yahoo Finance 10 companies, simple sum of stock prices, same as DOW. $MDGL $KRTX $ITCI $AXSM $VTYX $NTLA $KRYS $XENE $RETA $AMLX Index today 867 One year return +54.1% XBI -12%; SPY -6.7% Based on revenue: 5x in 5 years 🙂

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Andre-ACGT

@Andre_AGTC

6 months

$VKTX $LLY $NVO now CNS companies?

Dirk Haussecker

@RNAiAnalyst

6 months

Glp1 and now Parkinsons...could focusing early on on such risky outcomes trial be a way for new Glp1 entrants gain a foothold? $vktx $nvo $lly

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Andre-ACGT

@Andre_AGTC

1 year

$MCRB label It looks the best case scenario. It does not say only after two infections, just after one CD infection and after antibacterial treatment for recurrent CDI. It would move the peak revenue to the top of the 700m-1b range.

Nioctib Modeerf

@nomlastew

1 year

@Andre_AGTC Label looks good…

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Andre-ACGT

@Andre_AGTC

6 months

$BHVN CEO talking to CNBC about myostatin development for obesity

CNBC's Fast Money

@CNBCFastMoney

6 months

A brand new drug from $BHVN promises to promote muscle gain in patients taking GLP-1 obesity drugs CEO Vlad Coric breaks down the treatment's latest clinical trial results and how soon it could impact patients and the weight loss space:

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Andre-ACGT

@Andre_AGTC

9 months

GSK as buyer in 2024 Will be focused on “very targeted single products or two products in a company” “I think top priority is respiratory and auto-immune...” I have a few suggestions for GSK if I may $VRNA $MLTX $VRDN

Richard J Law 🚜--🇺🇦 🍉

@drrichjlaw

9 months

GSK plans deal spree to boost drug pipeline. GSK would be concentrating on deals worth about $2 billion over the next 6 months. $XBI

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Andre-ACGT

@Andre_AGTC

1 year

$IMGN Mirasol will become a standard of care in PROC. It will accelerate the launch even further. Patients live longer with less side effects. If they get also PSOC the BO is given

Eleonora Teplinsky, MD

@drteplinsky

1 year

🚨Amazing to see ⬆️ in overall survival for mirvetixumab in FOLR1 positive platinum resistant #ovariancancer . Absolutely new standard of care!! 👏 #gyncsm #ASCO23

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Andre-ACGT

@Andre_AGTC

9 months

Some underfollowed stocks with key catalysts in h1 2024 $ABEO RDEB PDUFA May $MRNS RSE ph3 q1 $RLMD MDD ph3 end q2 & q4 They offer good risk / reward bc the drug work do they are to large extend derisked. Still note, the risk is not ZERO

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Andre-ACGT

@Andre_AGTC

6 months

$VKTX $LLY $NVO relevant GLP-1 may cure everything form obesity to PD, SAD, Bipolar disorder ...

Eric Topol

@EricTopol

6 months

Some exciting new GLP-1 drug randomized trial evidence for *potential* disease-modifying impact on #Parkinsons disease (there are none). No progression of motor disability in the Rx group for 12 months.

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Andre-ACGT

@Andre_AGTC

3 months

$VKTX $LLY $NVO relevant High discontinuation rate in GLP1 treatment after 1 mo (30%) and 58% after 3mo VKTX has the best safty profile, so the discontinuation plot should look much different

Michael Weintraub, MD

@MWeintraubMD

3 months

🔹Over 30% of GLP-1 users discontinue medication within the 1st month, according to commercial insurance data. 🔹Over half discontinue before 3 months. 🔹There is a lower discontinuation rate when meds are prescribed by endocrinologists or obesity medicine specialists, and

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Andre-ACGT

@Andre_AGTC

1 year

$IMGN ORR in the ELAHERE arm was 42.3%, including 12 complete responses (CRs), compared to 15.9% with no CRs, in the chemo arm. That's great - 12 CR vs noting in chemo arm. Chemo currently is SOC.

ELAHERE® Demonstrates 35% Reduction in the Risk of Disease Progression or Death Versus Chemotherapy...

The Investor Relations website contains information about ImmunoGen, Inc.'s business for stockholders, potential investors, and financial analysts.

investor.immunogen.com

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Andre-ACGT

@Andre_AGTC

1 year

Thank you for your patience I "pumped" $MDGL from 55 to 300 $VKTX from 4 to 22 Will do $VTYX from 17 to 170

Saigon Jones

@SaigonJones

1 year

@Andre_AGTC Keep pumping sir!

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Andre-ACGT

@Andre_AGTC

1 year

Obesity $100B market in 10y. It could support as many as 10 products $LLY $VKTX $TERN ...

Reuters Health

@Reuters_Health

1 year

The enormous demand for weight-loss treatments like Novo Nordisk’s Wegovy could support as many as 10 competing products with annual sales reaching up to $100 billion within a decade, mostly in the United States, industry executives and analysts said.

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Andre-ACGT

@Andre_AGTC

7 months

$KRYS pipeline. Plus already profitable Beat on revenue - expected 29m, delivered 42m

Andre-ACGT

@Andre_AGTC

7 months

$KRYS is fireing on all cylinders. Very proud of them 42m in first full Q Started ph1 in CF and AATD Single arm 10 patients registration trail in ocular DEB. That's +25% future revenue Arstetics - two data sets in h1

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Andre-ACGT

@Andre_AGTC

1 year

Fidelity has a special taste to some early and promising biotech. They are not a typical bio investor, but here is the list of their higher ownership positions. Interesting selection out of 1000s bios $CERE 14.97 $MCRB 14.82 $KRTX 13.79 $VKTX 13.93 $VTYX 13.06 $TERN 13.02

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Andre-ACGT

@Andre_AGTC

8 months

$JNJ shoping into immunology and neuro $MLTX $IMVT $XENE $BHVN come to mind in the right price range.

underpaid analyst

@Kevin_M_Biotech

8 months

$jnj CFO saying they are looking at immunology and neuroscience deals!! $mltx $jnj $biib $acad

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Andre-ACGT

@Andre_AGTC

9 months

Gugg top 2024 M&A targets. A lot of names. Here is what I care about De-risked assets: $MLTX $ARGX $XENE $IMVT Strategic Growth: $BPMC, $IMCR,

Tom Silver

@TomSilver39

9 months

Guggenheim’s 2024 Top Potential M&A Ideas: Rare Disease & Genomic Med; top M&A picks include: $SLNO, $FOLD, $BMRN, $SRPT; Renal: $VERA $INSM $AVTE $SVRA, De-risked assets: $CABA $CLDX $EYPT $MLTX $ARGX $XENE $IMVT Strategic Growth: $BPMC, $SNDX, $DCPH, $IMCR, $ACLX $PCVX ..."

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Andre-ACGT

@Andre_AGTC

5 months

$DAWN Needham analyst Ami Fadia reiterates DAWN with a Buy and maintains $33 price target.

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Andre-ACGT

@Andre_AGTC

8 months

$ABEO insider buy 20k shares A reminder - PDUFA priority review May 25, 2024 Estimated 250-300M peak revenue At 120m MC it has a lot of upside left Plus 100M PRV One of those rare assimetric opportunities

zohm

@zohmbastic

8 months

$ABEO form4

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Andre-ACGT

@Andre_AGTC

1 year

Redmile fund #1 $IMGN +120% 7.8% ownership #2 $KRYS +34% 9.9% ownership Good to know they trust the companies to do well.

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Andre-ACGT

@Andre_AGTC

30 days

Pair trades update Obesity $LLY /$VKTX Kv7 epilepsy $XENE / $BHVN DEB $KRYS / $ABEO Menin AL $SNDX / $KURA KRAS $MRTX / $RVMD (BO/-) ROS + ALK $TPTX / $NUVL (BO/-) SM GIST $BPMC / $DCPH (-/BO) IL-17A/F $UCB / $MLTX TCR $IMCR / $IMTX FcRn $ARGX / $IMVT TPD $ARVN / $KYMR

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Andre-ACGT

@Andre_AGTC

9 months

#4 $XBI has its best year ever #1 Big pharme enters Psychedelics That's interesting $RLMD has psychedelic program for obesity w/o muscle loss side effect

Paras Sharma

@paras_biotech

9 months

Cowen's top 10 potential surprises of 2024 $XBI

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Andre-ACGT

@Andre_AGTC

7 months

$VKTX Leerink - clear win for VKTX safety, efficacy and discontinuation rate. Price Target - under review!!!

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