. @CrocsAnalyst Twitter profile

Last Seen Profiles

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@iso_q21

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@CrocsAnalyst

2 years

$XBI Estimated movement for some Q3-4 biotech catalysts from Cowen:

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@CrocsAnalyst

2 years

$XBI Estimated movement for some* Q3 biotech catalysts from Cowen:

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@CrocsAnalyst

3 years

$TRIL price target cut to $18.5 from $21 by Craig-Hallum thanks guys, keep up the great work

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@CrocsAnalyst

3 years

Estimated movement for $XBI June binary events: $BIIB $BMRN $GILD $MCRB $MGNX $ORPH $SAGE $STRO $VIR $VRTX

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@CrocsAnalyst

3 years

Estimated movement for $XBI September binary events from Cowen: $ADAP $APLS $EDIT $EVLO $MGNX $MRTX $ONCO $PHAS $PLRX $PTCT $SYRS $TBPH

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@CrocsAnalyst

3 years

Estimated movement for $XBI January binary events from Cowen: $ANNX $BMRN $GILD $ICPT $IMGN $MDGL $NKTR $SRPT $CRTX

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@CrocsAnalyst

3 years

$GILD tell me your data is underwhelming without telling me

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@CrocsAnalyst

3 years

Estimated movement for $XBI February binary events from Cowen: $BIIB $CABA $EBS $OPNT $GILD $ICPT $NKTR $SAGE $UTHR $VRTX

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@CrocsAnalyst

4 months

Biotech investor therapy session. Let it all out. This is a safe place.

Rob Perez

@WorldWideWob

6 months

Lakers fans therapy session. Let it all out. This is a safe place.

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@CrocsAnalyst

3 years

#AACR22 $NVS Ph1/1b of NZV930 (CD73) +/- spartalizumab (PD-1) and/or taminadenant (A2AR) in a basket of advanced solid tumors (CRC, ovarian, pancreatic, NSCLC, TNBC, and mCRPC) $CRVS $ORIC

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@CrocsAnalyst

3 years

$SNY to acquire $KDMN for $1.9B ($9.5/sh)

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@CrocsAnalyst

2 years

other $SIVB-related filings this afternoon $XBI non-exhaustive

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@CrocsAnalyst

4 years

Gene tx catalysts for H2-2020 from Piper: Data: $ADVM Ph1 Wet AMD $AGTC Ph1/2 XLRP $AXGT Ph2 PD & GM1 $BLUE Ph1/2 SCD $MGTX Ph1/2 XLRP and Xerostomia $ORTX PoC interim MPS-I $RARE Ph1/2 OTC deficiency $RGNX Ph1/2 MPS-II $RCKT Ph1 Danon, Fancomi, PKD, LAD $SRPT Ph2 DMD (-5051)

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@CrocsAnalyst

4 years

Some shared favourites (≥3 funds) from the torrent of 13F data courtesy of @MSollender before YE catalysts: $ADAP $ARNA $BMYRT $CLDX $FMTX $ISEE $NVAX Lots more gems <3

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@CrocsAnalyst

10 months

When I grow up I want to be pharma BD and blindly invest on vibes

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@CrocsAnalyst

3 years

$TRIL 621 monotx looks pretty consistent with ASH data

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@CrocsAnalyst

3 years

Estimated movement for $XBI July binary events from Cowen: $ALEC $APLT $BCEL $BIIB $EVLO $IONS $MCRB $MGNX $ONCO $PLRX $TBPH EXEL has already read out (-20%) APLS is September (reconfirmed yesterday at R&D day)

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@CrocsAnalyst

3 years

$AUPH 3-year safety looks remarkably clean

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@CrocsAnalyst

2 years

Estimated movement for May biotech events from Cowen: $ADCT $ATRA $AXSM $ICVX $INZY $KZR $MYOV $ONCO $PMVP $PTCT $ROIV $SWTX $UTHR

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@CrocsAnalyst

1 year

$MDGL Bakers want Becky and Paul to sell

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@CrocsAnalyst

3 years

Estimated movement for $XBI May events: $ALLO $APLS $BCEL $BIIB $DVAX $HRTX $IONS $ONCO $ORPH $SAGE $VRTX $XLRN

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@CrocsAnalyst

3 years

CD73s

pharmacreep

@pharmacreep

3 years

$CRVS $CURF $AZN Probably the most interesting oncology abstract I've seen in years. Amazing 0.44 PFS HR for anti-cd73 antibody.

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@CrocsAnalyst

3 years

Estimated movement for $XBI April binary events from Cowen: $ALNY $ALPN $APTX $AXSM $BIIB $MTEM $NKTR $PHAS $RPTX $SWTX $VRTX

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@CrocsAnalyst

3 years

$CRIS (S165) A PHASE 1, DOSE ESCALATION TRIAL WITH NOVEL ORAL IRAK4 INHIBITOR CA-4948 IN PATIENTS WITH ACUTE MYELOGENOUS LEUKEMIA OR MYELODYSPLASTIC SYNDROME – INTERIM REPORT #EHA2021

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@CrocsAnalyst

4 months

This is my quant

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@CrocsAnalyst

3 years

$ARWR late-breaker #ILC2021 : ARO-AAT an investigational RNAi therapeutic demonstrates improvement in liver fibrosis with reduction in intra-hepatic Z-AAT burden Slides:

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@CrocsAnalyst

3 years

Estimated movement for $XBI October binary events from Cowen: $ANGN $ANNX $ERYP $ONCO $PHAS $RLAY $RPTX

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@CrocsAnalyst

4 years

CD47 continues to accrue attention: 1. $TRIL 'most loved by buyside' 2. $TGTX small note in JPM's OW initiation 3. $IMAB's TJC4 data by YE2020; combo PD-1 trial with Keytruda in NHL; 'highly differentiated' 4. Innovent IBI-188 moving into pivotal, post US/China Ph1 trials

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@CrocsAnalyst

1 year

$XBI Estimated movement for some Q3-4 biotech catalysts from Cowen:

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@CrocsAnalyst

5 months

Need one of you to become @TheRoaringKitty of biotech so I can monetize being chronically online

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@CrocsAnalyst

2 years

$PFE growth initiative scoreboard: $EPIX $10M at $6/sh (now $5.6/sh) $TRIL $25M at $10.88/sh (BO for $18.5/sh!) $FIXX $60M at $12/sh (now $1.66/sh) $CRDF $15M at $6.22/sh (now $1.4/sh) $SPRO $40M at $16.93/sh (now $5.25/sh) $ZNTL $25M at $26.21/sh Vedanta $25M

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@CrocsAnalyst

2 years

My brothers in Christ please get over the $MRNA $MRK stats - it’s not that deep

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@CrocsAnalyst

4 years

$CRIS Dentzer confirms 0/6 patients reported at ASH 2020 are FLT3+

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@CrocsAnalyst

3 years

CD73/A2A smids by EV

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@CrocsAnalyst

3 years

CD73s

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@CrocsAnalyst

1 year

$DAWN Clinical activity of pan-RAF inhibitor tovorafenib in the registrational pediatric low-grade glioma arm of the phase 2 FIREFLY-1 (PNOC026) study. #ASCO23

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@CrocsAnalyst

2 years

another bunch of $SIVB-related filings

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@CrocsAnalyst

1 year

$TGTX on days like today I am reminded of this masterpiece #HIGH #IMHO cc: @bigpharmaguy

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@CrocsAnalyst

2 months

vutrisiran this, acoramidis that just take tafamidis

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@CrocsAnalyst

4 years

Estimated movement for $XBI December binary events: $AGIO $APLT $AXSM $CNST $FGEN $KURA $MYOV $RYTM $QURE $SRPT

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@CrocsAnalyst

3 years

Estimated movement for $XBI March events from Cowen: $ARGX $ASND $CABA $EBS $GILD $ICPT $IMGN $MRNS $VRTX

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@CrocsAnalyst

4 months

not to beat a dead horse but it's actually ludicrous how much worse the clintrials website is now

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@CrocsAnalyst

5 months

just top-notch stuff coming out of the banks these days

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@CrocsAnalyst

2 years

part 3 of $SIVB-related filings $XBI $DNA $EIGR $ONCR $PRAX $SGMO yikes

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@CrocsAnalyst

3 years

Estimated movement for $XBI December binary events from Cowen: $ALLK $ANNX $ARGX $BLU $CELC $KYMR $NBIX $QURE $SNDX

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@CrocsAnalyst

3 years

$AUTL (EP788) EARLY SAFETY AND EFFICACY FINDINGS OF AUTO1 (CAT19), A FAST-OFF RATE CD19 CAR, IN RELAPSED /REFRACTORY INDOLENT B CELL LYMPHOMAS #EHA2021

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@CrocsAnalyst

2 years

$AXSM 'The Company has material cash deposits with both SVB and Citibank.' $SIVB

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@CrocsAnalyst

1 year

$RHHBY SKY-01 OS update per Umer

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@CrocsAnalyst

2 years

$FULC 7/22: CMO leaves, R&D head takes over duties 10/22: R&D head resigns

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@CrocsAnalyst

5 months

brb shorting humanity

Rachel Bui

@buirachel

5 months

I know biotech is high-risk but it is ABSOLUTELY INSANE for traders to be shorting humanity to make a few $. $XBI has been way undervalued and many biotech companies market cap are now under cash equivalent. We need to keep these biotech companies alive so there are knowledge

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@CrocsAnalyst

3 years

Missing from all this $YMTX noise is the fact that they still haven’t defined RP2D nor have they provided firm guidance on a Ph2 start/design Argue all you want about the drug, but this has been a masterclass in abysmal time management

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@CrocsAnalyst

2 years

$IMCR 728O - Results from phase I dose escalation of IMC-F106C, the first PRAME × CD3 ImmTAC bispecific protein in solid tumors #ESMO22

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@CrocsAnalyst

7 months

Justin and Josh taking it on the chin - respect. Sellside begging for a subgroup signal is a tough look.

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@CrocsAnalyst

4 years

$IONS ATS abstract shows 4.5% delta in FEV1 vs. pbo for 100mg at 4 weeks. Pretty meh and expecting tapering of FEV1 at 6 months. Could dose up due to ok safety? Recall: Ph1/2 showed 56% ENaC mRNA reduction at 75mg. $ARWR ARO-ENaC data end of Q2.

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@CrocsAnalyst

3 years

$ONCT Cirmtuzumab and Ibrutinib in MCL/CLL #ASCO21 :

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@CrocsAnalyst

10 months

we need to limit the yapping on these conference calls - if you can’t describe the data and handle questions in an hour you need to practice more in the mirror, we’ve got other shit to do

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@CrocsAnalyst

3 years

$OLMA San Antonio abstracts released tomorrow AM, so here’s a brief thread on expectations and how to contextualize the data #SABCS21 What does @OlemaOncology OP-1250 need to score in their Ph1 ER+/HER2 in mBC?

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@CrocsAnalyst

3 years

$ADAP Safety and efficacy from the SURPASS trial with ADP-A2M4CD8, a SPEAR T-cell therapy incorporating a CD8α co-receptor and an affinity optimized TCR targeting MAGE-A4 #ESMO21

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@CrocsAnalyst

3 years

#AACR22 $AFMD AFM13-NK combo in r/r CD30+ lymphoma

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@CrocsAnalyst

4 years

$CRIS IRAK4 i n t e n s i f i e s

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@CrocsAnalyst

4 years

Estimated movement for $XBI August binary events: $ALBO $BMRN $DRNA $FIXX $HRTX $MCRB $ODT $REGN $SPRO $TCDA

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@CrocsAnalyst

3 years

Some fan favourites being added to the Russell 3000 tomorrow after market close: $CRIS $MNMD $SESN $TRIL $VINC

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@CrocsAnalyst

3 years

$ONCT TK216 for r/r Ewing sarcoma: Interim Ph1/2 results #ASCO2021 :

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@CrocsAnalyst

2 years

$MRK to acquire $RXDX for $200/sh (~$10.8B)

Merck Strengthens Immunology Pipeline with Acquisition of Prometheus Biosciences, Inc. - Merck.com

PRA023 is a novel, late-stage candidate for ulcerative colitis and Crohn’s disease and other autoimmune conditions Prometheus Biosciences’ comprehensive data set enables target discovery and precis...

www.merck.com

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@CrocsAnalyst

2 years

$MIST this was trading <$2 in July 2020 before FDA alignment on new primary & trial design. improved HR (2.62 vs. 1.87) likely from ability to re-dose and clean safety - congrats to Joe, @hasija_amit and team!

Milestone Pharmaceuticals Announces Positive Results from Phase 3 RAPID Clinical Trial of Etripamil...

─ Trial met its primary endpoint, with 64.3% of patients self-administering etripamil converting to sinus rhythm within 30 minutes compared to 31.2% on placebo (HR = 2.62, p

investors.milestonepharma.com

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@CrocsAnalyst

4 years

@MSollender "This study, together with our recently completed NODE-301 study, which will also now use a 30 minute endpoint, will serve to fulfill the efficacy requirements for a New Drug Application (NDA) for etripamil in PSVT" Wow huge news for $MIST - bullish

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@CrocsAnalyst

2 years

$TAK acquires Nimbus' TYK2 for $4B u/f and milestones

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@CrocsAnalyst

3 years

$REGN LAG3 x PD1 waterfalls in melanoma #ASCO21

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@CrocsAnalyst

3 years

$YMTX odds the Ph1b MAD topline delay coincides with this biomarker presentation at MDS in September?

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@CrocsAnalyst

4 years

GS expecting onc/imm to remain in the spotlight for biotech M&A in 2021. End of decade loss of exclusivity for $BMY (Revlimid 2022; Eliquis 2026; Opdivo 2028), $MRK (Keytruda 2028), and $PFE (Ibrance/Eliquis 2026) likely to drive M&A activity.

Joe Kunkle

@OptionsHawk

4 years

Nice Goldman piece on Biotech M&A and expecting deals to pick back up

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@CrocsAnalyst

2 years

$NVAX $4-5B in 2022 revs is extremely achievable and realistic with this 3.2M dose order

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@CrocsAnalyst

2 years

$CRSP Ph1 CTX130 (CD70 allo CAR-T) topline of '70% ORR and 30% CR rate' neatly neglects the fact that the mDOR seems to be ~1.9 months #EHA2022

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@CrocsAnalyst

3 years

$OCUL Ph1 nAMD #ARVO2021

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@CrocsAnalyst

1 year

$MORF

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@CrocsAnalyst

2 years

it's the year 2030 and $BEAM still has yet to enter the clinic #trillion

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@CrocsAnalyst

1 year

$IOVA BLA accepted; PDUFA Nov 25, 2023 it happened

Press Releases | IOVANCE Biotherapeutics, Inc.

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

ir.iovance.com

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@CrocsAnalyst

4 years

Estimated movement for $XBI March events: $AMGN $BLUE $FGEN $FREQ $PCRX $SNDX $TRIL $VIR

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@CrocsAnalyst

1 year

LFG

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@CrocsAnalyst

11 months

$MOR just in case there’s any spin about ‘totality of the data’’, their CEO called $ABBV navitoclax a ‘fail’ on missing TSS50 goodnight

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@CrocsAnalyst

2 years

I’ll pay $20/mo to not have biotech VC cringe on my feed

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@CrocsAnalyst

2 years

$LRMR very clear FDA wants lower doses (note: no clarity on 25/50 mgs from Carole, so I'll take the former) and LRMR will try to dose for longer to make up the difference -- based on these and other data, why is this bullish?

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@CrocsAnalyst

3 years

$INFI if I were mgmt I would have highlighted the UC survival data which clearly show that drug is active, and how that would be used as a registrational endpoint

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@CrocsAnalyst

3 years

$CRDF Onvansertib combo* with FOLFIRI and Bevacizumab swimmer, mPFS, waterfall plots $CYCC unconfirmed PR (as of 9/8/21) still on study Slides:

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@CrocsAnalyst

2 years

@bio_clouseau 'patients first' taking on a whole new meaning

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@CrocsAnalyst

2 years

$LLY CT028 - A first-in-human phase 1 study of LY3537982, a highly selective and potent KRAS G12C inhibitor in patients with KRAS G12C-mutant advanced solid tumors #AACR23 $MRTX $AMGN $RVMD

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@CrocsAnalyst

1 year

$KDNY LFGGGGG NOVARTIS someone check on @muddywatersre

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@CrocsAnalyst

1 month

probably should have used their supercomputer to prioritize a multivitamin instead

Michelle Solly

@MSollender

1 month

$RXRX Recursion Announces Phase 2 Data of REC-994, a First-in-Disease Investigational Treatment for Symptomatic Cerebral Cavernous Malformation "Magnetic resonance imaging-based secondary efficacy endpoints showed a trend towards reduced lesion volume"

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@CrocsAnalyst

2 years

$FULC 1/23: CEO leaves 'to pursue other opportunities' (not jail) 1/23: upsized offering 125mm 2/23: clinical hold presumably kept deal-breaking preclin tox hidden for ~8 months? trust in Windhorst

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@CrocsAnalyst

2 years

$FULC 7/22: CMO leaves, R&D head takes over duties 10/22: R&D head resigns

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@CrocsAnalyst

3 years

#AACR22 $BCYC PhI/II BT8009 (Nectin-4) update only shared 5.0 mg urothelial efficacy details and brief slide on other histologies (some 7.5 mg data)

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@CrocsAnalyst

2 years

part 4 of $SIVB-related exposure $XBI >50% of the 124 biotechs here (again, non-exhaustive) have at least some exposure to SVB, with reported amounts conservatively estimated >$325mm in sum expect a deluge of far more interesting PRs/filings tomorrow

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@CrocsAnalyst

3 years

$SESN when the corgi posts, I read

Michelle Solly

@MSollender

3 years

$SESN Probably nothing, but this is a new forward looking statement - perhaps what they were discussing at their late-cycle meeting? h/t @whatprobability They did run a study showing comparability back in Dec 2020, but odd that the language was just added now

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@CrocsAnalyst

1 year

@GooseData Buckle up, in this thread I will post a sellside competitive landscape and pass it off as thought leadership 1/🧵

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@CrocsAnalyst

11 months

oh yes I love generalists commenting on biotech

Citron Research

@CitronResearch

11 months

$APLS Citron unveils a major investigation—prioritizing public interest over mere valuation. Last Friday, 83% of attendees at American Academy of Ophthalmology found the use of Syfovre as “not acceptable”. We expect a warning label. Beyond the meeting, wait until you see

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@CrocsAnalyst

9 months

can't understate how excited I am for this next wave of shitcos to go public

Ethan Perlstein bio/acc

@eperlste

9 months

#JPM24 just proved that TradBio is a dying breed. The ecosystem is finally becoming a polyculture with emergent and insurgent networks nucleated around DTC, Longevity, DeSci and of course Founder-Led/TechBio. I’m calling the renewed sense of optimism b/acc aka bioacceleration.

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@CrocsAnalyst

3 years

$REGN exercises $ACET option for ADI-002, an allo gamma delta CAR T additional $20M to Adicet

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@CrocsAnalyst

21 days

update those models $ELYM $CGEM

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@CrocsAnalyst

1 year

$MRK $XLRN LUSPATERCEPT VERSUS EPOETIN ALFA FOR TREATMENT (TX) OF ANEMIA IN ESA-NAIVE LOWER-RISK MYELODYSPLASTIC SYNDROMES (LR-MDS) PATIENTS (PTS) REQUIRING RBC TRANSFUSIONS: DATA FROM THE PHASE 3 COMMANDS STUDY #EHA2023 $GERN

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@CrocsAnalyst

7 months

$XBI

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@CrocsAnalyst

3 years

$ALXO ASPEN-01 waterfall & swimmer plots - data looks solid. Slides:

dough

@semodough

3 years

$ALXO Oncology Announces New Data from ASPEN-01, the Phase 1b--- ORR of 72% Observed in Patients with >2L HER2 Positive Gastric or Gastroesophageal Junction Cancer -- Estimated OS at 12 months of 76% Conference Call on July 6th at 8:30 a.m. ET

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@CrocsAnalyst

6 months

$ALPN takeover interest - bbg

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@CrocsAnalyst

1 year

death, taxes, and our yearly Mirati M&A rumour

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@CrocsAnalyst

2 years

$AXSM has received proposed labeling for AXS-05 in MDD

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