This new class of migraine drugs is a game changer for patients. Always loved the CGRP story in sensory neurons, similar to my favorite neuropeptide system, Substance P and the NK-1 receptor and family members. Going way back...
CS spoke with several physician experts in the headache/migraine field recently to get a better sense of how they have incorporated the new anti-CGRPs into their practices. They view the 3 approved agents $AMGN $NVS’ Aimovig, $TEVA Ajovy and $LLY Emgality) as roughly the same
For
#biotech
investing, I tend to rely solely on myself for due diligence and critical evaluation of biotech companies. But analyst reports can be of substantial help is assessing competition. Recently Stifel came out with a tome on the future of biotech and medical innovation,
It has been 5 yrs for me on X. Thanks to my followers and my network for providing
#biotech
investing ideas, discussion, and critical analysis.
BTW, I bought my grandfather's homestead farm with biotech stock profits. We call it our cottage, a place for my extended family to
Some may say that $FSDC is an undiscovered SPAC. My view is many keeping quiet. Figure sent to me from Nik Tzoumas from "Revisiting ,,,CFH in AMD", CFH mutations in impt complement disorders. Gemini Therapeutics approach is elegant, compelling. Long $FSDC.
I would not be surprised to see $REGN make a big splash in obesity with a $VKTX offer. Of course, many are checking out Viking very carefully. Plus, George and Lenny have an ongoing focus on Glp1-induced muscle loss, with an added bonus that they have a strategy for ligament and
Thanks very much Sanjit, what a great team you point out. Health and happiness to all going into year end. Bought this homestead estate (the farm as we call it) 👇 with stock profits from $AXSM, $MDGL, $VKTX and $ETNB. Always looking for the next multibaggers...
Time now for
What are we teaching our kids these days? The beginnings of a math and physics education needs to start in grade school. Tip of the hat to my friend ScottMc...
$VKTX Conf Call just finished, CEO strongly speaks to the issue of the value of a liver targeted therapy for M(N)ASH. Best call of R&D progress I have heard from Viking in the many yrs I have been listening.
$TGTX Q CC summary 👇💪
Four priorities for 20241.
1. Make IV Briumvi more convenient via shorter initial infusion time
2. SubQ Briumvi development, a novel market
(note that this glyoengineered Briumvi has the highest CD20 affinity of all CD20 branded agents, and this form
#SGMO
is the only genetic engineering biotech I own. At ISTH, $SGMO knocked the ball out of the park with its HemA data set, along with $PFE as collaborator.
From time to time I post on
#fishing
, my second most fav hobby after
#biopharma
and pioneering medical advances. Ice is on the lake and I have not put out the tip-ups yet, But my neighbor did. Nice early ice northern pike. Will not be pumping a biotech company at this time!
$REGN New all time high, printing in the low $680s. At current price of $682.38, it is a 75 bagger. But, I sold 90% of the buy in getting here, so not the sharpest tool.
$MDGL Now this is curious... Hat tip to
American Association for the Study of Liver Diseases Celebrates Approval of Madrigal's MASH Therapy, Resmetirom
A leak or what.
$CRVS On Corvus, slowly initiating a position. and would be interested in hearing the bear case on this company and management. I started my dd about a week ago now, and I am all 👂👂🦻🦻.
Can mgmt do it again? I remember the early rituximab days, what a beast.
$MDGL presentation ystdy at Evercore, a few notes.
As of yesterday, 73 days to a possible AdCom/PDUFA, and the FDA minimum is 55 days to inform the company if it is to happen.
March 14 approval expected. Then 2 weeks to roll out drug. Scale up and medical teams fully employed.
Seems to me that the bears are getting a bit nervous. $TGTX rate of growth amongst MS patients vis a vis CD20 drug switchers is strong. Further, academic centers growth is important as neurology docs most often are thought leaders in newer treatment paradigms. They certainly
$TGTX - bears /shorts said 9 months ago we never get 10% capture rate - well after 1 year were there - I have more on switches later very encouraging trends - reviewing models now - after patent extension-longterm models getting increasingly bullish-standalone or M&A
$OCUL is a stock that many investors simply average up. Great executive leadership, huge markets, and buyout too soon is a sig opportunity. Been saying this is a must hold biotech for the past 18 months.
$OCUL Amazing that in Jan 2020 one could buy this company in the $4s. Ophthalmologic companies should continue to be solid 2021 investments. So true, as I have heard often, 'Nobody wants to go blind'. Esp if you hear it from anyone afflicted.
I continue to look for multibagger biotechs in a weak btech mkt, just wondering what might be multibagger nascent btech stocks. Looking for the next $REGN, but could handle a 5 bagger as well. One to 3 year time horizon. Thinking $HCAQ, $BFLY, $QSI. But new product companies?
$VKTX $MDGL $TERN
On the VKTX 2 lead (NASH and obesity) cmpds patent situations, from Viking CEO Brian Liam on the Q CC call today, answering a Q by the Stifel Analyst A. Samimy.
"Well, with the dual agonists, the IP estate was run beyond 2040. With the VK2809, the thyroid beta
$MDGL
Great label, no biopsy needed.
And the market opportunity...
And we knew of close FDA interactions... “The Breakthrough Therapy designation for resmetirom reflects the FDA’s recognition of resmetirom's potential in the treatment of NASH as a
Three of my top 4 biotech positions, today. Time for harvesting long term cap gains is the game I am contemplating. You all know, tax planning. I will take the boat out to contemplate...
To all $PAVM technicians, is this considered a nice breakout on good volume? Asking for the 20 or so friends that I recommended the stock to when it was hovering around a $ buck $ or so. 👊👊
Now is the time to buy $MDGL, like I did on $REGN in 2004. My day did that with Pentair Corp, ( $PNR ) a diversified mfg company in the upper mid-west USA in the 1970s when it went public. All multi-baggers and could be life changing if one does LTBH. Look at the historical
I have done this before, but will do it again. Thanks to all the health care workers worldwide, and the broad biopharmaceutical industry, for ALL their efforts to show that science and care for mankind leads today. Proud to be just a small part of the scientific enterprise.
I added $AXGT. This is not the Alzheimer's Disease drug company anymore (Dr Hung's efforts in the past). Transformed into gene therapy, and intriguing Parkinsons's Diesease efficacy seen to date. FWIW, Greg Stewart came out of our Neuroscience Training Program at
#WUMS
.
“Firefall” at Horsetail Fall in Yosemite National Park, California, looks like a scene from a fantasy movie. But, it is an ordinary waterfall, which is illuminated by the sunset, that gives it a fiery glow.
Continuing DD on $CMRX, in press pub on ONC201, collab between NIH lab of dopamine expert D SIbley and Chimerix. High quality pub in the Mol Pharm, rigorous molecular pharmacology journal. Very interesting molecule and onc efforts. GPCR geeks take heed.
$MDGL $AXSM $TERN $BHVN $APLS $TGTX et al
Two month chart of 12 biotechs, 10 of which are in my biotech basket at present. My goal is to hold for the long term, while diligence is non stop, FWIW.
Please do your own due diligence, and be careful out there.
I have a stock discussion group with several friends, and here is a list of many of our holdings. Not
#biotech
stocks, but many have had exceptional 1 yr charts. $PDSB is a biotech stock, but they came up with this one as a buy. Always good to have some stocks beyond my biotech
#ALL
is a terrible type of cancer, and I have been watching $AUTL for a while. Since the follow on has now closed (at $7/sh), time to buy. Initiated position today. Slides that helped convince me.
Spectacular ongoing run by $OCUL. Kicking myself for not loading up more when my son asked if we should add. On the 2 month chart, approaching a double. Congrats to Jimmy S for his position, if you know what I mean.
Please do your own due diligence, and be careful out there.
Instead of closely watching biotechs and the market this morning, I set up my
#fishing
tipups and watchingfrom my office. Caught this healthy 26" northern pike, then released her. Looking for one much larger.
#NASHville
stocks $MDGL, $VKTX, $TERN, $ETNB and $AKRO took a beating today after a strong run, and I picked up a few tranches of $TERN. Watch out for falling knives.
IF the weakness was due to the $LLY triple agonist Glp1/GIP/Gluc peptide clinical data, I wonder how many know
$MDGL Madrigal Pharmaceuticals Announces Rolling Submission of New Drug Application to U.S. FDA Seeking Accelerated Approval of Resmetirom for the Treatment of NASH with Liver Fibrosis
My best looking cantaloupe of the season, full slip picked today. Overlooking the lake and celebrating with a q6oz Coronado brewing co IPA. Solid harvest today. Carrots, Detroit big red beets, picking cukes, red potatoes, and even more raspberries. Made rasp freezer jam ystdy.
One hundred forty-one years ago my Maternal Grandfather was born. Joseph Hoinacki of Berlin, Green Lake County, Wisconsin was born on March 17, 1883. And today, I will toast the man who in 1900 had finished building his house and barn on the homestead. Not bad for a 17 yr old.
A basket approach to biotechs works well, several strong holds here, and a few nice opps. $REGN $MDGL $ETNB $RVNC $CNCE $VKTX $AKRO $LQDA $RLMD $AXSM $ITCI $KRTX
$PFE $TERN $LLY $NVO $VKTX
Pfizer Announces Topline Phase 2b Results of Oral GLP-1R Agonist, Danuglipron, in Adults with Obesity
Friday, December 01, 2023 - 06:45am
Back to the drawing board, but there is a need to look at all small molecule Glp1 agonist chemical matter in this
$PAVM, PAV Medical is waking up, this year long hold + has been testing my patience. But I would have to go into a dresser drawer to find those stock certificates. Remember those days?
Raspberry jelly I prepared from my fall bearing Polana var plants. Took 10 qts fresh berries, juiced then (who likes the seeds?), and prepped intensely flavored Raspberry Jelly! About 10 pints. Great with vanilla custard, ice cream, et al.
$TRIL Not having been a long term holder, I am having a difficult time not trading for decent profits. But the more I read the CD47 scientific/clinical literature, I just sit on my hands.
$MDGL Big Pharma is salivating at this
#NASH
opportunity. A lesson in clinical development, to be sure. Today was spent speaking with the 'tutes and analysts. Long day ahead, as per Paul on the CC.
In way of disclosure, I sold ~10% of my $NVAX trading shares today. Just trying to be straightforward about this. I have not sold any $MDGL or $GMTX, in fact I added to Gemini this morning. Just finished installing an invasive carp spawning barrier with my buds ystdy.
$PAVM 8K filing: On Aug 10, 2021, Co. issued a PR announcing that its majority owned subsidiary Lucid Diagnostics Inc. (“Lucid”) had begun testing patients referred by primary care physicians at three Lucid Test Centers in the Phoenix metro...
$MDGL $VKTX $ETNB $REGN et al my grad school/med school hormone biochem classes have given me confidence to buy certain biotechs, so I would def say that "education pays".
I decided to add some $VKTX below the follow on offering price this morning during its weakness. In the $84s, 3 small tranches. FWIW, and please do your own DD.
Jim Cramer on Elizabeth Holmes 2015...
"To me, it's reasonable to compare you to Steve Jobs and what he did for computing"
"I regard you as a visionary, next-generation person"
@JimCramer
@EHolmes2003
@Theranos
April 2015
BOOYAH!
@CNBC
Have a great weekend everyone.
Incredible NASA composite photo from outer space looks at Chicago/Lake Michigan at night. The Aurora Borealis and tMilky Way form this unparalleled skyline. Southern part of Lake Michigan is evident with Chicago on its left side.
Due solely a few astute folks here on $TWTR and a fund mgr, I found $OCUL. Thanks for this due diligence tip, I am really starting to like their chances. Been in $REGN for years, could be similar story here with focused pipe.
$VKTX Nice Q call ystdy, impt to see FDA feedback into each program. Added to my Viking position today, fwiw. Found the selective androgen receptor mothballed program (minimally stated) thoughts of interest. Fat loss, weight loss, muscle loss, interesting times for these
Wishing all my followers Happy Holidays, and the best of health in the New Year. It has been a great stock market year for me, when the indices are down so much.
Ystdy the Madison WI Yahara Fishing Club held its 24th Annual Kids Ice Fishing Day on Lake Monona. ~350 kids showed up for free
#fishing
gear, hot chocolate, lunch, ice safety, fishing lessons and fun on the ice. Huge success.
$IPHA $IFRX $OMER Scientists at $IPHA have preprint, unreviewed, submitted to Nature: "Identification of immune checkpoints in
#COVID19
". PDF download is here: I had a chance to review ystdy, and wanted to highlight certain findings and figures attached:
Let us not forget, both the health care workers and the scientists making a real difference, in this
#coronavirus
pandemic. I am so proud of both sets of heroes, and I have been with both.
$PDSB Worked the garden ystdy, so missed a lot of the fun. Just listened to post-ASCO conf call. Slide👇from the triple combo, a followup of pts, knocked my socks off. Analogy: trial predictive of registrational trial success, like my 2 wk sweet corn predictive of nice harvest.
Happy Veteran's day to all. Especially to the Veterans. My father helped out, but rarely spoke about WW2. The few times he did, it was quite difficult for him.
Added another tranche of $AXGT. A friend contacted IR about enrolling a relative in a
#Parky
clintrial, and the company was quickly responsive with impt info.
Congrats to all the $MDGL longs, it has been a heck of a ride. And a big thanks to the $MDGL team, of course the Paul and Becky show. Most of my shares were purchased just after the reverse merger, you know, LTBH.
Past week I continued to add to my $AXGT position, 3 GT programs with unmet need, especially the devastating
#ParkinsonsDisease
. $160M market cap! Exceptional Parky data to date.
Many yrs ago I had a mentor who boldly stated 'plan your life and career in 10 year epochs".
Sheesh I said, I am mostly concerned about the next few months, with grants, experiments, working with friends in the lab.
But Professor Cowan, a neuroscience leader, was correct. It is
$OCUL Thanking CEO Antony Mattessich and team for a very solid Q. Lots going on there, why would I sell my LTBH shares now? $NVS was a great training ground for Antony!