Once spotted MACD cross before divergences, play responsibly! B.A.
@ucsantabarbara
/ M.Ed
@notredame
/ Ed.D
@usc
/Professor MBA Program / Not Financial Advisor
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.
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!
$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
$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
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
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!
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
$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
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
$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
$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
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.
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
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. 👏🙏
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/
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.
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
$ACHL Trading under cash in comparison to its market cap. Catalysts: October 19th abstract available at ESGCT, November 9th abstract available for (SITC)
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.
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
$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.
$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
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
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.
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
$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.
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
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.
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!
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
$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
$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
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
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!
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
$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.
$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.
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
$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
$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)
Listen to last quarter call CEO is executing on all levels towards profitability. Outstanding quarter. This is the pivot point for $MDXH moving forward.
$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.
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
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.
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.
$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
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
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
$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
$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
#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.
@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! 🙏
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.
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.
$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
$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.
$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.
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
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
“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
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
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.
$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
$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.