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@MACDcurlingup

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Once spotted MACD cross before divergences, play responsibly! B.A. @ucsantabarbara / M.Ed @notredame / Ed.D @usc /Professor MBA Program / Not Financial Advisor

Laguna, CA
Joined August 2016
Don't wanna be here? Send us removal request.
Our daughter has officially made her debut! Both her and momma bear are healthy. They’re both in full rest and recovery mode. Very excited for the next chapter in our lives. Sister and brother can’t wait to meet her.
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Extremely blessed to experience this & the next chapter in our lives. The big moment has arrived, we’re days out from the delivery of our next minion! Looking forward to our first embrace in this world and can’t say enough about this amazing woman in your Mother. Cheers all!
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$MREO mkt cap 361m 62% shares held tutes, cash runway 24'. Indications: Etigilimab - 21' Phase 1b/2 full enrollment and data, Alvelestat - AATD 21' Phase 2 data readout & COVID-19 phase 1b/2 data readout. Setrusumab - 21' Adult extension study data. Intellectual property vast.
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$PROG weekend deep dive: 92m cash runway, 183m mk cap. Addressable market value greater than 100 BILLION. Q revenues increased by 72%. Well below median of comparable companies. Targeted commercial launch for Preecludia by Q4 2021. Vast pipeline outlined in subsequent thread 1/4
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$LPTX oncology development DKN-01, an anti-DKK1 antibody. Currently sits at $215m market cap w/ $125m in cash. Recent compelling data at ESMO from the DisTinGuish Study of DKN-01 plus tislelizumab & chemotherapy in gastric cancer patients. 1L/2L Data expected Q1 2022 1/4
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Nice news this am out of $PAVM $LUCD EsoGuard Esophageal DNA Test Wins "Diagnostics Innovation of the Year" Award
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$XFOR 👇 upcoming catalysts
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If you're a beginner looking to dive into the exciting world of biotech investing, here are some words of advice to keep in mind. I additionally would have appreciated someone shedding their experience when I 1st started investing, learned valuable lessons from @Pharmdca 1/7
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$PAVM qt. updates, no debt cash runway 2023 49m Numerous highlights listed.
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I'd like to extend a personal shoutout to @Pharmdca who has always done great due diligence & even more so now that investing is his full time gig. He's been knocking calls left & right out of the park & I've learned a tremendous amount of insight from him. Congrats & TY bhaji!
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Biggest win of the week that can’t be measured by gain/loss ratio. The birth of my boy, the best achievement in my life to date. Puts everything into perspective of what purpose truly means. #beaudenhayes
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@MACDcurlingup
Mac
5 months
$PDSB highlights from today’s call: PDSB confirmed the Phase 3 trial design for its triple combo & focus on first-line (1L) recurrent/metastatic (R/M) HPV16+ HNSCC. The updated VERSATILE-002 results demonstrated an mOS of 30 months, an ORR of 33.9%, and a PFS of 6.3 months. 1/8
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Per demand, revisiting year to date returns ending 8 months Jan - Aug 21' 288%+ increase (time weighted rate of return) averaging 74% win rate within gain ratio. Best overall month June. Wins by weight $XAIR $PAVM $PDSB $TRIL $SEEL $ASLN $PHRRF $SNPX $OPGN $APRE $CYCN $BCTX $GMTX
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$XFOR June deck $155m cash/number of upcoming milestones see images. Only oral candidate in development to treat CN disorders, including WHIM syndrome. Prep. Underway for Potential 1H 2024 US Launch - WHIM Syndrome. Mavorixafor Potential Registration Chronic Neutropenic Disorders
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$XFOR breaking out on an MACD bullish cross, will continue to ride the momentum train to $3 choo choo
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Please see the updated information from an Oppy analyst on $PDSB Outperform +24 PT, drop do to Twitter post & misrepresentation
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$INFI deep dive: 299m mk 21' cash 106m additional potential 5m from BVF on Phase 3 in Gorlin Syndrome. IPI-549 June 21st Mario-275 update on July 27th- Roche collaboration
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Top 5 currently in IRA by weight $PDSB $MREO $ONCT $CRIS $XAIR
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Really believe $EVFM could be that diamond in the rough play for 2021!
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Okay, let’s honestly look at $PDSB Think about the companies current programs in relation to valuation; Universal flu, NCI trial and Tarp. Only one of those gets us today’s market cap. Mix in transformational Keydtruda, which has a good chance & we have ourselves a blockbuster.
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Turn back the clock when no one else had conviction sub $2's & 1's $PAVM @Pharmdca LONG
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@MACDcurlingup
Mac
9 months
Blackrock during most recent filing extends their share count to over 7% stake at roughly 10million shares of ownership $TGTX
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@Pharmdca
Pharmdca
9 months
Added some more $TGTX $NARI
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Malicious attacks on @Pharmdca who I consider one of the greatest gifts to our community. To those individuals, I say don’t hate what you don’t understand, attacking individuals is the lowest display of power I can think of. This too is a teachable moment, where in the 3/4
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Big shoutout to @phillyrealty for setting up a meeting with $PAVM management and @Pharmdca for extending the invite. Invigorated by why management is doing here. We’re in early innings with short term news cultivating behind the scenes. They are running on all cylinders. 👏🙏
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$CHRS $376m mk cap, Blackrock 18%, 7 institutions @ 62% combined ownership. Markets: UDENYCA - Oncology, CIMERLI - Ophthalamology & BLA submission of Eylea in same therapeutic area. Anticipate launch YUSIMRY 23' - Immunology. 2026 projected annual revenue greater > $1.2B 1/7
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Coming in 13th in the top 100 Healthcare stocks seeing the highest % share increase across all 13f filings. $MDXH 👇
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@MACDcurlingup
Mac
8 months
Few highlights from February’s $CLRB presentation deck: Market size: There are approximately 26,000 patients with Waldenstrom's macroglobulinemia (WM) in the U.S., with 81% of patients under care in the last year currently receiving active treatment. 1/
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1/1 10 lessons of trading 1. Ignore the noise. Trust your process. 2. Do what you love and love what you do with enthusiasm and passion. 3. Investing is hard! Dominate the things you have control over. 4. Ready vs. Prepared. There’s a difference. Prepare for everything.
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HCW also comes out with Rating: Buy; Price Target: $21.00 PDS0101 Continues to Show Clinical Benefit in HNSCC as VERSATILE-002 Meets Key Clinical Efficacy $PDSB
@Pharmdca
Pharmdca
1 year
Cantor $25 target on $PDSB Will update on pdsb later
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$ACHL Trading under cash in comparison to its market cap. Catalysts: October 19th abstract available at ESGCT, November 9th abstract available for (SITC)
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$PDSB bottom settling in off highs. Expect a few sessions of consolidation at current levels and should start reversal next week. Long
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Have completed extensive DD (due diligence ) in $BCTX this past month. I’ve started to accumulate shares for a LT position. I’ll share my thesis later this week.
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Market cap sitting at $30m this am w/ $91m in cash sits with a nice negative ev hitting at around $4.09 a share with cash & equivalents. $ELDN
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@Pharmdca
Pharmdca
1 year
New position $ELDN replacing $ISEE (sold) My avg price ~$2.3 Market cap ~32 million Float 13 million Company received initial upfront $35 million and up to total of $185 million Primarily I got interested in this name is due to Sanofi $SNF (ARM OF SANOFI) involvement. Will
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$MDXH @Pharmdca easy longterm position, the growth will take care of itself. Market opportunity $4.8 BILLION, 2nd deadliest cancer in men, 3m screenings annually, 270k diagnosed annually, they have the entire diagnostics pathway... see images below for more concrete details.
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@MACDcurlingup
Mac
11 months
$PDSB recent price pressure revolved around CFO departure, new CFO Lars Boesgaard, starts today with a great track record. Short term chart has consolidated nicely post announcement, MACD bottoming RSI and stochastic setting up for reversal. @Pharmdca
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One big step for $PAVM this morning and IPO news for $LUCD their medical diagnostics subsidiary. Approximately 600m value.
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Saw this post by another bio enthusiast. Great summary of the current institution make up of $ARDX 25% of all shares are held by hedge funds.
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Veris health specializes in implantable vascular-ports w/ biologic sensors & wireless communication. It is an oncologist-designed remote digital healthcare platform providing patients & physicians with cost-effective care through remote monitoring & data analytics. 2/2 $PAVM
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I would like to express my heartfelt gratitude & appreciation to @Pharmdca who dedicated time, effort & unwavering diligence in crafting this comprehensive recap on $NARI. Your unwavering dedication to accuracy & thoroughness has enriched this recap with credibility & depth.
@Pharmdca
Pharmdca
1 year
Full thread on $NARI Some of my tweets not showing up but this is the full DD here See below
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$NVAX capacity for 2 billion doses in 2022 = revenue generator! @Pharmdca
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Full of catalyst events for 2022! $PDSB 1) Triple combo trial data 2) Versatile trial data 3) MD Anderson Trial data 4) Universal Flu vaccine data 5) PDS0102 targets 6) PDS0103 targets 7) Covid-19 vaccine updates 8) Partnership likely event
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@MACDcurlingup
Mac
8 months
$MREO "compelling investment opportunity" with a "fair value" of $7.00 per share. Cantor believes that MREO's lead product, setrusumab, has the potential to be a blockbuster drug in the treatment of osteogenesis imperfecta (OI), a rare genetic disorder that causes brittle bones.
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Will be doing full DD over weekend on $CHRS so much to unpack A) CHRS + SURF Merger B) Immuno-Oncology Pipeline - TORIPALIMAB, SRF388, SRF114 C) Oncology - UDENYCA a biosimilar version of pegfilgrastim D) Ophthalmology - Eylea & Cimerli E) Inflammatory Disease - YUSIMRY $365m mkc
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Q3 portfolio updates: IRA #1 : 360% IRA #2 : 280% and taxable account: 109% Top 10: $PAVM $PDSB $XAIR $MREO $ONCT $CMRX $PHRRF $LPTX $OCUL $TARA Have a fantastic weekend everyone, cheers!
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Happy to see that the stigma of this hedge fund is nearly all out of $EFTR Stock was well above $1.10 the day the news surfaced. Multiple catalysts on the horizon.
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The man, the mystery, the legend & superb investor. Has to go down among the top bucket list bullets. What a masterful achievement @Pharmdca Hard work, dedication & perseverance runs in your veins. Thank you bhaji, it’s an honor to make your acquaintance through this medium!
@Pharmdca
Pharmdca
3 years
Very fortunate to receive an invitation to join $PAVM Pavmed and Lucid $LUCD for celebrating recent IPO launch and Friday closing Bell ceremony Nasdaq. Life time opportunity to get invited and to meet the management on one to one basis. Truly amazing experience. @phillyrealty
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@MACDcurlingup
Mac
11 months
$PDSB new Dec. slide deck out - PDS0101 is poised to advance into a Phase 3 registrational trial by Q1 2024 for the treatment of recurrent or metastatic, HPV16-negative head and neck squamous cell cancer (HNSCC). Received Fast Track Designation, highlighting its potential 1/3
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@Pharmdca
Pharmdca
11 months
$PDSB some continue to bash it from various angles and continue to change goalposts -no monotherapy data- Active combo data beating SOC for both naive and refractory population. Immunotherapy goal is to complement other drugs in a population that had failed most drugs and no
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$MCRB BlackRock quality name filed 13g last week and continues to accumulate LT @Pharmdca see this?
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New slide deck out on $TERN Please see some of the slides highlighted below. Runway into 2026 with ~300m in cash Upcoming catalysts
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General notes for $DAWN The FIREFLY-1 trial is a phase 2 trial that evaluated the efficacy & safety of tovorafenib as a once-weekly monotherapy in patients aged 6 months to 25 years with recurrent or progressive pediatric low-grade glioma (pLGG). 1/5
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@Pharmdca $MREO pipeline strong as well as partnerships.
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@MACDcurlingup
Mac
7 months
Happy Birthday to an extraordinary investor & even greater bhaji. @Pharmdca your selflessness, humility & generosity inspire us all. Here's to many more years of shared insights & cherished friendship in our like-minded community. Cheers to you!
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$CABA $2 to $2.10 and it's gone. @Pharmdca
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DD on $TCRR 903m mkt cap. 96% shares held by institutions, largest tute at 23% MPM Bioventures. They are very select healthcare investment firm. 228m cash on hand, runway into 2024. Pipeline includes: Clinical: TC-210, TC-110 Additional targets: CD70, CD20, CD22, BCMA and MUC16
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$PAVM Currently sits at only $97m market cap. Portfolio well diversified moving forward as EsoGuard takes on footprint in key locations. Continue to accumulate LT. Extremely excited 4 digital health segment w/ Veris Health which will tie in very nicely to existing portfolio.
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Update on DD for $MREO see previous post. Mk cap down to 285m Sharing key milestones with their pipeline as well as investment highlights.
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$MREO as you may recall 85% held by tutes, which is a star cast in itself. 352m mk and cash runway 2024. Very nice partnership with RARE up to 254m plus tiered double% royalties outside EU. MPH966 funded by NIH. Vast intellectual property and abundance of catalysts this year.
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On days like this we take advantage of the dip opportunities. Nothing has changed fundamentally at these levels, pullback yes, we've been listening to the same event for months. Adding rich filled catalysts in $CABA $PSTV
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Congrats longs, you’ve just entered into a $6 billion dollar market! $SPPI @Pharmdca @Bios_n_Techs
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$MREO 👇
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@Pharmdca
Pharmdca
3 years
$MREO Orphan Drug Designation granted by FDA for Alvelestat
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Great visual summaries of partnerships as well as upcoming catalysts attached for $HOOK
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@Pharmdca
Pharmdca
1 year
$HOOK Thread 1 Current market cap ~ 50 million Current cash ~130 million Trades at negative EV of ~ 80 million Collaborations with Roche and Gilead Sciences Pipeline consists of HB-200, HB-300 and rest of the pipeline in preclinical stages including HB-400, HB-500, and HB-700
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@Pharmdca @OMillionaires @BiopharmIQ @Andre_AGTC @Maximus_Holla @ErikOtto2 @BioStocks @JamesEKrause @PharmDabbler @optionjesus @Quantumup1 @mtheory11bio @_jfahmy__ @BehaviorFin @BillMiller32 @Bios_n_Techs @CaesarBiotech @semodough @GantosJ I'd like to acknowledge a primer investor who exemplifies professionalism, collaboration, and humbleness. @Pharmdca generously shares his time, expertise & treats everyone with respect. It's inspiring to work alongside him and a number of those listed on this post. Cheers!
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$DRMA update - cash per share equates to $1.05. Stock closed at $.67 today, market cap value sits at $6.8m & $10.6m in cash. Specialized DMT 310 which covers (Acne) starts phase 3 in 1stH 23’ (Psoriasis) & (Rosacea) data confirmed this year next 2 months. DMT 410 (Hyperhidrosis)
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Listen to last quarter call CEO is executing on all levels towards profitability. Outstanding quarter. This is the pivot point for $MDXH moving forward.
@Pharmdca
Pharmdca
1 year
$MDXH will provide more color after Earnings call. But believe a highly de-risked stock currently trading slightly higher than its revenue for the year. With Medicare, Cigna, United health payors onboard and more to come, I believe we see this company cash flow positive soon.
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Adds to existing $XFOR and $EFTR
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Potential benefits Efzofitimod $LIFE based on clinical data include: Anti-inflammatory effects: has been shown to have potent anti-inflammatory effects, which may make it useful for treating inflammatory conditions such as rheumatoid arthritis & interstitial lung disease. 1/5
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$BCTX setting up that red to green scenario today! Chart looks ready technically for a breakout to the upside.
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With it being Thanksgiving Eve, I’d like to send special gratitude to a individual who’s humble, intelligent and gracious to share ideas without pause or dilberation. Cheers to you and your family @Pharmdca embodiment of a class act.
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$PAVM $LUCD can’t wait, very exciting end of the week upon us!
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Took a starter position today $OPGN in each of my accounts. 86m mkc. 40m cash please see upcoming milestones and catalysts below, thank you @Pharmdca
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Continue to add $XFOR when no one’s looking!
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@MACDcurlingup
Mac
7 months
$NARI Tutes Highlights: 90.1% ownership 👀 New: Millennium 2.1m shares. Top holders: 11% Blackrock 6.7m shares, Vangaurd 8.6% & rounding out top 3 Wellington at 7.8% Insider: Donald Milden Chairman - Board of Directors holds 5.3% ownership at 3mil shares
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Current MRQ = $1.88 $XFOR Tangible Book Value Per Share = (Total Book Value - Intangible Assets) Total Outstanding Shares, measure of a company's net asset value & can be used by investors to assess the value of a company's tangible assets relative to its market price per share.
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@Pharmdca
Pharmdca
2 years
$XFOR traders selling for pennies. This stock hasn’t made a move at all but when that move comes into play, this price will look cheap. I’m still planning to trim some before May 18th. Rest planning to hold
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The last couple weeks my family have been understandably surrounded in perspective. Living through one of my closest friends while his daughter has been diagnosed with Leukemia has sent our family in a tailwind of emotions. Nothing has felt right since finding out the news. 1/3
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Advantages $XFOR : 1.Focus on Rare Diseases: pipeline primarily focused on developing therapies for rare diseases, often lack effective treatment options. By targeting these diseases, company has the potential to bring life-changing therapies to patients who need them most 1/4
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$PAVM Investors are really excited about the recent news surrounding Lucid IPO as they should. It’s also important to note the unique vision & innovation occurring behind the scenes within leadership units. The 2nd subsidiary w/ Veris Health is of significant enterprise value 1/2
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$350m mk cap $75m cash. October slide deck remains the same in regards to projected milestones. Three phase 2 oncology clinical trials in progress with multiple near-term readouts. Clinical partnerships with Merck, MD Anderson Cancer Center and National Cancer Institute $PDSB
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PDS0101 upcoming milestones $PDSB
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#COVID19 isn’t going anywhere for sometime. It’s sad and is our current state of events. $XAIR will be able to curb the length of recovery time for those exposed. Not too mention their real pipeline. Buy and hold. You’ll thank me later.
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$PAVM 👇 Cancer Screening - ESO and COLOguard addressable market combined ~ 50 billion
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Let's go XBI bulls $PAVM $PROG $ASLN $PDSB $OCUL we live in a reversal World, someone get me another cup of coffee? @Pharmdca
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@MACDcurlingup
Mac
5 months
become the new standard-of-care given the strong responses versus existing treatments. $PDSB
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@Pharmdca @BiotechBiggums @mahaljs2021 @nolastevedore Let’s send this reversal the other way and spotlight you @Pharmdca equivocally one of the premier investors in this sector. Always providing superb research and due diligence to the investor communities. Holds no judgement, teaches quality and respect throughout! 🙏
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Came up on my feed @manpreetkailon look at that chart $GWH explosive move coming $17 no resistance until there. Through that line, easy $20. Just telling it how it lines up technically.
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Thanbad bhaji @Pharmdca superb detailed analysis on $XFOR Your ability to distill complex information into clear & concise summary is exemplary. Very fortunate & extremely valuable to have the opportunity to benefit from your knowledge, expertise & insights of market dynamics.
@Pharmdca
Pharmdca
1 year
$XFOR this is my main investment thesis after solid phase 3 results for WHIM Syndrome ⬇️⬇️ Market TAM for mavorixafor for acute cases (cancer pts) is a big TAM in itself and even larger than CN indication because cancer cases will continue to rise worldwide and ultimately Oral
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$TARA 145m cash 76m mk cap Opaleye 23% ownership w/ Ikarian, Orbimed, Perceptive. Added Jane Huang recently - impressive credentials. 2 phase 2's LMS and IFALD Multiple catalyst on deck, including IND NMIBC see attached.
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@MACDcurlingup
Mac
8 months
$MREO short term bottom in, looking for a retrace to test highs at resistance near the $4.15 levels, clean break of $4.30 and its off. MACD and stochastic shifting.
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Bottom starting to form in a few names $OCUL $PAVM $PDSB
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In my last post discussing $LIFE I focused on Efzofitimod, on this thread I’m going to focus on Paul Schimmel, Ph.D., who is a co-founder & board member of aTyr Pharma, and is also a prominent researcher in the field of tRNA synthetase biology. 1/5
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Potential benefits Efzofitimod $LIFE based on clinical data include: Anti-inflammatory effects: has been shown to have potent anti-inflammatory effects, which may make it useful for treating inflammatory conditions such as rheumatoid arthritis & interstitial lung disease. 1/5
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2nd consecutive session with a bullish formation, $PDSB formed engulfing line!
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“A test that can improve screening without excessive costs, risks, and inconvenience that can save lives is warranted. Our expe- rience to date suggests that such a test exists in EsoGuard.” $PAVM $LUCD
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@Pharmdca
Pharmdca
2 years
Great Interview with Dr. Popper $PAVM $LUCD No brainer to add and hold LT Novel Screening and DNA Testing for the Detection of Esophageal Precancerous Disease – Gastroenterology & Hepatology
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Accumulating $BCTX I am
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Few reversals & momentum tickers I like into next week are as follows, no particular order: $RVNC $DAWN $PTGX $MCRB $APLS $BIVI $TERN $EFTR
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Absolutely mind boggling that we’re here at this mk cap, but we are, so add when it’s right. Been accumulating $ONCT currently in top positions within longterm portfolio.
@Pharmdca
Pharmdca
3 years
$ONCT 100 million cash, close to 5+ catalysts
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$XAIR CEO Steve Lisi increases his stake to 1.2 million shares and counting.
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$EFTR some relevant information featured in June’s slidedeck see images below.
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$PDSB continues to new 52w highs 🙏
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$PDSB Four Phase 2 oncology clinical trials with multiple readouts anticipated in Q2/Q3 Debt free with approximately $65.2M in cash Clinical partnerships with Merck, MD Anderson Cancer Center, National Cancer Institute and Mayo Clinic Easy @Pharmdca
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$INZY pipeline, upcoming milestones and highlights noted below 👇
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@Pharmdca
Pharmdca
1 year
$INZY 4 Stocks Make It On Today's Healthcare & Biotech Stock Watchlist
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@MACDcurlingup
Mac
7 months
$CLRB MACD firing bullish trigger on daily, wants that upper BB short term sessions to take on that $4.40 range upper resistance
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$FSTX Big pharma alliance's, broad patent portfolio protecting platform & pipeline, 4 ongoing clinical programs w/ multiple data readouts, strong balance sheet 71million in cash & support from top-tier biotech investors. Validation of differentiated platform. What's not 2 love?
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$XBI reversal has presented some great moves the past two weeks! 8/23 - 9/4 finished at 96% gain in the green and profited on 92% of 286 transactions. Insane! Wins: $RXNT $RHDL $KPLT $VLON $TARA $CRVS $DRMA LONG Top 5 $XAIR $PAVM $PDSB $CMRX $ONCT Cheers.
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