Brian @BioTechTraderSD Twitter profile

Last Seen Profiles

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@Cosmo_Atlas

Brian

@BioTechTraderSD

8 months

Took the loss on $AVRO and moved proceeds to $ACHL. Too much cash here to ignore. $140 million cash vs. $38 million market cap. Important data update upcoming. Even a strategic alternatives PR would 2-3x the stock.

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Brian

@BioTechTraderSD

7 months

If $MDGL gets approved today, I would expect sympathy move up for $IVA. Comparable efficacy at 1/25th of market cap.

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Brian

@BioTechTraderSD

5 months

$IOVA looking like the "winner" of the ASCO abstract drops so far.

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Brian

@BioTechTraderSD

3 months

It will be interesting to see if we are entering an era of "buy the news" vs. the last 8 years of "sell the news" $XBI

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Brian

@BioTechTraderSD

8 months

$COYA ~ $100 million market cap $NRSN ~ $17 million market cap Both companies using a similar approach of combining two FDA approved biologics for CNS diseases. I think the gap between these company's market caps will close in coming weeks starting with $NRSN $BIIB NFL data.

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Brian

@BioTechTraderSD

9 months

Added yet another 10k shares of $AVRO. Have a good feeling on the outcome given who is involved, cash position and remaining assets.

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Brian

@BioTechTraderSD

8 months

$NRSN very close to a big breakout. $BIIB NFL data should in the next couple weeks.

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Brian

@BioTechTraderSD

9 months

Continued $PRAX strength into JP Morgan conf. next week. I'm starting to think they will announce a BP deal to take PRAX-628 forward into a Phase 2b trial (which will cash up PRAX's many other programs). It may be why they ran a PPR study vs. immediately jump into phase 2b

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Brian

@BioTechTraderSD

6 months

$BCAB great buying opportunity down here. 3 data readouts within 60-days. Big pharma watching.

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Brian

@BioTechTraderSD

7 months

$IVA positive data

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Brian

@BioTechTraderSD

4 months

$urgn essentially has a cure on their hands. Congrats

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Brian

@BioTechTraderSD

7 months

$IVA - posted list of upcoming science conferences. Good sign with Phase 2A combo data a week or so away.

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Brian

@BioTechTraderSD

7 months

$MDGL approved. First MASH treatment. Relevant late =state peers: $IVA $ETNB $VKTX $AKRO

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Brian

@BioTechTraderSD

8 months

$NRSN about to break $2 on heavy volume. Something clearly going on. I suspect a big pharma deal pending.

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Brian

@BioTechTraderSD

9 months

Expecting $NRSN Phase 2b ALS Neurofilament light chain (NfL) data next week. Tough biomarker to show impact on, but any correlation on the PrimeC arm vs. Placebo could cause a parabolic upside move. We will see.

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Brian

@BioTechTraderSD

9 months

$NRSN pretty bullish chart. If they show a decrease in NFLC later this month when Biogen delivers the data, I can only imagine how high this goes.

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Brian

@BioTechTraderSD

7 months

Thought I'd post this little LinkedIn teaser from $IVA given the $MDGL approval news today. The market should really pay attention to this given the data generated to date and current valuation in the NASH/MASH space.

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Brian

@BioTechTraderSD

4 months

$howl - more good news for IL-2 1 durable CR 2 PRs

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Brian

@BioTechTraderSD

10 months

$pasg $cmps $prax $eq all with data still before eoy

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Brian

@BioTechTraderSD

10 months

I think both $EQ and $NXTC are the most compelling, and low risk, catalyst plays with potential massive upside before EOY given their cash positions/market cap. Other big upside plays I continue to watch (with a little more risk): $BCAB $CCCC $CMPS $QURE & $BCYC

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Brian

@BioTechTraderSD

5 months

Never trust crappy companies $SNSE. Called it.

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Brian

@BioTechTraderSD

7 months

$IVA - Expect Lani Phase 2A combo in NASH/MASH + Type 2 Diabetes at 4 PM EST on Monday (due to time zone difference & prior data PRs from company) Also, I anticipate large private placement $200 million+ with BVF and other top bio funds given cash needs and $MDGL approval.

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Brian

@BioTechTraderSD

4 months

$BCAB is being deleted out of Russell 2000 in June; hence the large drop Friday (May 24 was first posting on Russell website) and continued weakness. I think it will be a good buying opportunity for their CTLA-4 data in late June.

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Brian

@BioTechTraderSD

8 months

Whether it is Biogen or some other larger CNS focused Pharma, someone is likely to take $NRSN's PrimeC forward given the data generated thus far in ALS. Phase 3 ready and could be approved way quicker (and cheaper) than any other therapeutic in development right now.

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Brian

@BioTechTraderSD

5 months

$BCAB - $155 million market cap $CTMX - $270 million market cap $JANX - $2.74 billion market cap It will be interesting to see how each of these CAB stocks reacts on $CTMX data today. Think $BCAB offers the best value given breadth of pipeline and pending Q2 readouts (imo).

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Brian

@BioTechTraderSD

8 months

$nrsn heavy volume coming in. May be on cusp of $biib data

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Brian

@BioTechTraderSD

8 months

$NRSN - I think it's pretty obvious at this point what is going on. The company has the NFL data from Biogen in hand and is discussing with potential big pharma partners (Biogen has RoFR) on terms to take this forward to a Phase 3 (upfront payment, milestones, etc).

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Brian

@BioTechTraderSD

8 months

$achl looks like major technical breakout may happen today

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Brian

@BioTechTraderSD

8 months

Still holding around 75k $NRSN for NFL data, which is imminent.

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Brian

@BioTechTraderSD

9 months

Picked up some $AVRO today. Given where $XBI has come past few months I think they will announce BO or R/M soon that is on favorable terms. Lots of activists here.

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Brian

@BioTechTraderSD

7 months

Looking forward to $IVA combo data to be announced after market close today or early tomorrow morning!

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Brian

@BioTechTraderSD

29 days

#Debate2024 one candidate ends with a message of positivity; the other with hate

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Brian

@BioTechTraderSD

8 months

$NRSN CEO owns 3 million shares himself (22% of company). Beyond trying to help ALS community, he for sure has shareholder interests in mind

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Brian

@BioTechTraderSD

4 months

$HOWL - spider plot. Def seems IL-2 works in a very specific patient population.

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Brian

@BioTechTraderSD

7 months

$MDGL potential sympathy plays by market cap. Take your pick. You know mine: $IVA - $200 million $ETNB - $1.2 billion $AKRO - $1.8 billion $VKTX - $7 billion

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Brian

@BioTechTraderSD

9 months

$GRTS taking off again.

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Brian

@BioTechTraderSD

5 months

$BCAB Topline Phase 2 CAB-ADC (ROR2) data: 2 PRs in Melanoma 1 CR 10 PRs 1 CR in SCCHN

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Brian

@BioTechTraderSD

8 months

$NRSN Interesting study done at UCLA and reported back in October. A combo ALS therapy of already approved FDA drugs may not be "sexy," but it's clear there is a positive impact on patients with ALS. Some CNS focused biotech will take notice and throw them some money imo.

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Brian

@BioTechTraderSD

7 months

Douche move by $ASLN

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Brian

@BioTechTraderSD

10 months

$prax IR said data is coming after the New Year's holiday sometime. Figured they would wait until more people are around and JP Morgan conference.

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Brian

@BioTechTraderSD

27 days

Interesting bets by $SYRS management ahead of data in Q4.

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Brian

@BioTechTraderSD

5 months

$bcab - market sleeping on this

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Brian

@BioTechTraderSD

9 months

$AVRO pretty heavy volume today. I would think we are closing in on some announcement.

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Brian

@BioTechTraderSD

8 months

History of $NRSN biomarker PR spikes. I think we are a week or so away from $BIIB NFL biomarker data for their ALS trial. Also, a possible deal concurrently or post data release.

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Brian

@BioTechTraderSD

10 months

I think we will see clinical readouts from both $EQ and $NXTC before the end of next week. Both charts are primed for significant SMA breakouts ahead of data.

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Brian

@BioTechTraderSD

10 months

$PRAX - very close to a meaningful breakout on the daily chart. One of very few bios with a larger, late-stage pipeline that haven't had a significant comeback yet. I think that all could change in January starting with the Phase 2A POC data.

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Brian

@BioTechTraderSD

9 months

$clrb $acrs $prax $allk all have imminent data readouts.

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Brian

@BioTechTraderSD

8 months

Thought this was interesting from $NRSN PR -

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Brian

@BioTechTraderSD

1 year

$CRDF dual imminent data catalysts reaffirmed in yesterday's slide deck.

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Brian

@BioTechTraderSD

5 months

$iova + $mrus now the asco standouts, while $vstm and $snse the losers.

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Brian

@BioTechTraderSD

7 months

Closed out remaining $nrsn for 100% profit. I'm still cautiously optimistic, but $amlx fail today might create more questions.

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Brian

@BioTechTraderSD

7 months

Personally, I think the $MDGL approval couldn't come at a better time for $IVA with their Phase 2a NASH/T2D data next week. French companies don't seem to get any respect, but let's see if that changes next week.

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Brian

@BioTechTraderSD

9 months

$prax getting significant January $30 call volume. Institutional for sure.

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Brian

@BioTechTraderSD

9 months

Have a feeling $NRSN about to announce the NFLC data from Biogen. This has the potential to be transformational for the company.

JK Capital

@jk_capital

9 months

$NRSN expecting a nice PR here in the very near future

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Brian

@BioTechTraderSD

8 months

$NRSN $BIIB news in coming weeks (from today's PR) - "We are looking forward to reporting results from our collaboration with Biogen in the coming weeks, evaluating the impact of PrimeC on neurofilament levels in participants enrolled in PARADIGM."

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Brian

@BioTechTraderSD

9 months

Added another 23k shares of $nrsn for imminent NFLC data.

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Brian

@BioTechTraderSD

9 months

Why I'm playing $NRSN NFLC data this month - We believe that these data in conjunction with hopefully correlative neurofilament readouts this month could lead to a strategic partnership and an expedited regulatory pathway for PrimeC towards the market,"

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Brian

@BioTechTraderSD

8 months

$ACHL crazy blocks. News must be close

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Brian

@BioTechTraderSD

28 days

$glto per company sources process is wrapping up

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Brian

@BioTechTraderSD

8 months

$nrsn - interesting buy volume from open. Biogen nfl news is imminent. Does someone know something?

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Brian

@BioTechTraderSD

8 months

$ACHL moving. Looks like data coming before end of Feb.

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Brian

@BioTechTraderSD

9 months

$PRAX suspiciously strong into close ahead of data in coming days.

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Brian

@BioTechTraderSD

8 months

$RPTX Roche terminating license.

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Brian

@BioTechTraderSD

10 months

Have a good weekend everyone. Expect potential data readouts from $EQ $PRAX $QURE $PASG $CMPS Monday premarket

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Brian

@BioTechTraderSD

9 months

Chance we get $NRSN NFLC data next week. If there is a correlation of NFLC (against certain endpoints from the Phase 2b) on PrimeC arm vs. placebo will greatly enhance the company's ability to license the program out. Biogen has a right of first refusal for it.

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Brian

@BioTechTraderSD

4 months

Long 7k $urgn shares for durability update next Thursday.

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Brian

@BioTechTraderSD

29 days

#Debate2024 - trump is getting destroyed imo. From a registered independent

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Brian

@BioTechTraderSD

8 months

$AVRO shareholders will have some CVRs for legacy assets.

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Brian

@BioTechTraderSD

7 months

$NRSN consolidating gains nicely. Next leg up in coming days as we approach $BIIB NFL data.

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Brian

@BioTechTraderSD

8 months

$ACHL looks like some fund being forced out. Probably about 3 different ways to win on the upcoming catalyst.

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Brian

@BioTechTraderSD

8 months

$NRSN - Definitely feel like biz development is the likely outcome here. Stock has been incredibly strong in January and the company acknowledged they have been in late stage discussions. Running a Phase 3 ALS trial will be costly, and it makes sense to hand it off to big pharma

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Brian

@BioTechTraderSD

8 months

Beyond $NRSN I think $IVA will make people a good return from here. One of the few biotech companies that hasn't rallied with $XBI with imminent binary news. Program has already produced good data and BVF involved.

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Brian

@BioTechTraderSD

1 year

Expecting $CRDF mPDAC data next week and possibly $VYNE phase 1b in vitiligo. Both should be on everyone's watchlist due to the potential of tremendous upside. I am long both.

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Brian

@BioTechTraderSD

3 months

$FDMT and $ADVM data seem petty similar. Yet one up 10% and the other down 10%.

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Brian

@BioTechTraderSD

8 months

Looking for possible $nrsn nfl biomarker data and/or strategic partner announcement next week. Company needs to get to $35 million market cap

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Brian

@BioTechTraderSD

9 months

Long three-day weekend. Perhaps $ALLK and $AVRO drop news Tuesday morning. It is long overdue.

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Brian

@BioTechTraderSD

1 month

Interestingly, heard through a friend's spouse who works at a large corporate M&A focused law firm that $GLTO was put on a restricted list (for purchases) a few weeks ago. What that means is anyone's guess, but I would think it has to do with a pending transaction of some sort.

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Brian

@BioTechTraderSD

11 months

$PSTV Upcoming data will showcase survival data of the first 15 patients in phase 2 ReSPECT-GBM trial of rhenium (186Re) obisbemeda in recurrent glioblastoma (rGBM). There is a dose dependent effect on survival as detailed in the abstract. More of my commentary and the abstract:

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Brian

@BioTechTraderSD

10 months

We may see some exaggerated moves in either direction today. $XBI Stocks with potential data PRs next week: $PRAX $ACRS $ALLK $LBPH

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Brian

@BioTechTraderSD

9 months

$PRAX if I had to guess PPR data next week at JP Morgan. Today's license agreement is a small teaser as we go into the conference

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Brian

@BioTechTraderSD

8 months

$NRSN CEO hasn't sold a single share despite many spikes in the stock. Updated 13G/A today:

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Brian

@BioTechTraderSD

5 months

At this rate $BCAB will be putting in 52-week highs as early as next week.

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Brian

@BioTechTraderSD

3 months

$vigl should trade 28% higher based on $40 million investment

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Brian

@BioTechTraderSD

10 months

Decided to go long $PRAX for EOY Phase 2a POC data. Float is extremely low here.

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Brian

@BioTechTraderSD

8 months

Now have 127k $nrsn shares

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Brian

@BioTechTraderSD

9 months

Although $ALLK had small Ns in their Phase 2A (and is based on 22 weeks of treatment), the data looks good compared to $CLDX, which recently disclosed their Phase 2 data. Anyone with thoughts on this?

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Brian

@BioTechTraderSD

10 months

New position (still in process of buying) with imminent catalysts: $EQ Market Cap: $19 million Cash: $46 million Cash burn: $2-3 million/quarter Two end of year catalysts: see below One catalyst early 2024: see below $7.5 million share buyback that company hasn't utilized.

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Brian

@BioTechTraderSD

8 months

Added 12k shares of $NRSN. Confident they get some sort of deal in coming weeks.

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Brian

@BioTechTraderSD

7 months

@user889889 $IVA has better efficacy than $MDGL in several NASH metrics. This will eventually get fairly valued.

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Brian

@BioTechTraderSD

7 months

$AMLX fail. Another sad day for ALS patients. Does $NRSN potentially have something better?

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Brian

@BioTechTraderSD

9 months

Interesting volume going on with $ADVM. Big Feb. catalyst coming.

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Brian

@BioTechTraderSD

6 months

Where is $ACHL data?

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Brian

@BioTechTraderSD

3 months

happy July 4th from $xbi lol

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Brian

@BioTechTraderSD

8 months

$NRSN volume coming in

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Brian

@BioTechTraderSD

7 months

Nice rally for $nrsn. Something I wouldn't recommend selling for pennies given the ALS indication and Biogen's involvement.

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Brian

@BioTechTraderSD

5 months

$bcab, it's important to remember that the market cap is only $140 million, and they are showing monotherapy responses across all their programs. Today's topline phase 2 data will surely revalue the company. N-60 all monotherapy ROR2

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Brian

@BioTechTraderSD

1 year

+ $72,000 profit on $FRLN today

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Brian

@BioTechTraderSD

2 months

$bcab was pumped by a pump and dump penny stock newsletter. Be careful folks..

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Brian

@BioTechTraderSD

5 months

Some short funds really have it out for $IOVA. Crazy.

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Brian

@BioTechTraderSD

3 months

Someone jumped off the balcony of my high-rise today. I heard and witnessed the aftermath. I've lost a few friends to suicide so it's hard. We need to do better as a society with #mentalhealth

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