Michelle Solly @MSollender Twitter profile | Pikagi

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Michelle Solly

@MSollender

12,375

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The Lady Who Can Tell Time. Currently Taking Care of My Chicken, Head of Macro

California, USA

Joined November 2018

Don't wanna be here? Send us removal request.

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@MSollender

Michelle Solly

21 days

(1/3) We survived summer! Time to look towards the end of 2024 Here are some catalysts in 4Q24 - those highlighted in green are some that I am watching. Feel free to point out your favorite as well $ALEC $AMGN $ANAB $APGE $BHVN $BLTE $BMEA $CATX $CMPS $CORT $CRVO $CTMX $EWTX

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@MSollender

Michelle Solly

3 years

Not going to be posting on Twitter for a little, learned that my dad passed away this morning Be back when I can

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Michelle Solly

2 years

(1/2) Hi everyone, thank you so much for all the kind messages. I’m so sad to have missed my quarterly 13F holiday yesterday (and the slew of good biotech news!) Unfortunately, I’m not doing very well health-wise so I’m taking an indefinite break and doing some traveling 🚙

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@MSollender

Michelle Solly

4 months

And we're back! Here's my attempt at a comprehensive 3Q24 catalyst list! I highlighted some I'm watching, but tell me if I missed your favorite catalyst (1/3) $ALDX $APLS $BDTX $ELEV $EWTX $JSPR $LLY $LXEO $NAMS $ORIC $PCVX $PEPG $RYTM $SANA $SLRN $VIGL $VRDN $ADAP $ASND $RZLT

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@MSollender

Michelle Solly

2 years

(2/2) I don’t know when or if I’ll be back, but I miss everyone dearly. I never realized how much I loved what I did - even the waking up at 4am, creating my charts, and dealing with the cult stocks I hope I was able to help some of you; that would make me truly fulfilled 🥰

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@MSollender

Michelle Solly

3 years

(1/4) Happy New Year! Time to do it all again! Here's a list of some 1Q22 and 1H22 catalysts; the more interesting ones to me are highlighted in blue. If I missed your favorite, feel free to comment below! $STRO $BCAB $MDGL $SWTX $ABBV $ASND $CNTB $CRIS $CYTK $ICPT $KOD

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@MSollender

Michelle Solly

3 years

(1/3) Happy almost-end of 3Q21! There are plenty of catalysts left for the remainder of the year. I tried to highlight a few that I'm paying attention to - if I missed your favorite catalyst, feel free to add it! $ALDX $ALLK $AMTI $BBIO $BLU $CMPS $CRTX

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@MSollender

Michelle Solly

4 years

Leerink 2021 top picks: Diversified bio: $ABBV $TBPH Targeted oncology: $AZN $TPTX $BGNE Immuno-Oncology: $AFMD $CGEN Emerging oncology: $HARP Genetic medicine: $DRNA $BLUE Immunology & Metabolism: $IMVT $KROS $ETNB Neuroscience: $BHVN $BIIB $XENE Rare disease: $FOLD $TVTX

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@MSollender

Michelle Solly

4 years

$EIDX $MYOK My top two holdings ❤️ not going back to sleep, just in case it’s all a dream 😇

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@MSollender

Michelle Solly

4 years

Happy New Year! Hope you all had a wonderful and relaxing holiday season. Time to do it all again! Some 1Q21 catalysts to look forward to: $AGLE $ALDX $AMGN $ANAB $ARQT $ASLN $BTAI $CALA $CNCE $ERYP $FOLD $FPRX $IMTX $KALV $MORF $MRSN $OTIC $PLRX $SAGE $SRRK $TVTX $WVE $ZYME

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@MSollender

Michelle Solly

4 years

Time to track a new fund! Affinity Asset Advisors has filed their first 13F. They are a group of very very smart people and definitely one to watch! AUM: ~$188m Top holdings: $EIDX 15.69% $CRIS 6.29% $BBIO 5.84% $KURA 4.50% $VINC 4.47% (and $RCKT 3.05% since EIDX has merged)

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@MSollender

Michelle Solly

3 years

$XBI Biotech Insider Purchases for January 2022 (via SEC Form 4s) sorted by purchase amount I eyeballed some of the average costs, but it should close. I did this by hand, so apologies if I missed any

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@MSollender

Michelle Solly

1 year

$ISEE Astellas Enters Into Definitive Agreement to Acquire Iveric Bio Acquisition price of US$40 per share in cash, representing a total equity value of approximately US$5.9 billion $APLS

Astellas Enters Into Definitive Agreement to Acquire Iveric Bio

Astellas Pharma Inc. (TSE: 4503, President and CEO: Naoki Okamura, “Astellas”) and IVERIC Bio, Inc. (NASDAQ: ISEE, CEO: Glenn P. Sblendorio, “Iveric B

www.businesswire.com

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@MSollender

Michelle Solly

4 years

Happy end of 1Q21! Hope everyone survived the volatility. Here are some catalysts for 2Q21 (1/2) $ADCT $ALDX $ALT $ALXO $ANVS $APLS $BCEL $BDTX $CARA $CVAC $CWBR $FREQ $FULC $GNCA $GRTS $HZNP $IMAB $KRTX $KRYS $MGNX $MRUS

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@MSollender

Michelle Solly

5 years

Time to start planning for 2020? Some events through mid 2020, courtesy of Jefferies to keep an eye on: First, companies in their coverage >$1B mcap $RARE $ZLAB $ESPR $BPMC $ARWR $TGTX $HRTX $ALLO $AMRN $KPTI $CNST

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@MSollender

Michelle Solly

3 years

Now I'll never know which preclinical biotech companies can be 1 trillion market cap someday :(

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@MSollender

Michelle Solly

4 years

Some 3Q20 catalysts I'm watching: $BLU Ph2 RELIEF (Early July) $BTAI Ph3 SERENITY x2 (July) $ALBO Ph3 PEDFIC1 (Mid20) $FULC Ph2b ReDUX4 $ODT Ph3 CONTESSA $MRNS Ph3 Marigold $IMVT Ph2a ASCEND MG (Late 3Q/4Q) $IMMU Ph3 ASCENT $TGTX Ph3 ULTIMATE MS $CCXI Ph2 AURORA $ASND Ph2 PTH

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@MSollender

Michelle Solly

4 years

Which funds made moves before select 3Q/early 4Q catalysts? $MRNS, $ODT, $ITCI, $IMVT, $STSA, $TGTX, $FIXX, $BTAI And a bonus COVID vaccine section: $MRNA, $INO, $DVAX, $BNTX, $ALT, $NVAX, $VXRT

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@MSollender

Michelle Solly

3 years

I find Biotwitter to be a truly incredible place. I can't think of anywhere else that has so many brilliant minds willing to share their thoughts. I've had so many amazing discussions, especially with those with different opinions, and I've learned so much from being here.

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@MSollender

Michelle Solly

4 years

Some 4Q20 catalysts to watch (1/2): First are some later-stage data readouts $ALDX $APRE $ARNA $ARQT $AUPH $BTAI $CALA $CALT $CCXI $CRTX $CYTK $KALV $KNSA $KPTI $LYRA $QURE $RYTM $TGTX $UROV $XLRN

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@MSollender

Michelle Solly

3 years

Happy end of 2Q21! Here are some catalysts that were guided towards "mid-2021" or 3Q21 $ACIU $BCEL $CDAK $CYTK $ENTA $FBRX $FULC $MCRB $PRAX $ADAP $AGLE $ALT $ANNX $APLS $ASLN $BLU $CLNN $DCPH $DNLI $EPIX $FMTX $HZNP $INFI $LIFE $MGNX $MRNS $RCUS $SAVA $SYRS $TVTX $XENE $YMTX

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@MSollender

Michelle Solly

3 years

Things I’m looking forward to at #JPM22 1. ~$300m private company buyouts 2. Lowered 2022 guidance 3. Continued biotech carnage 4. Taking a shot any time I hear the word “unprecedented”

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@MSollender

Michelle Solly

4 years

Don't mind me, just collecting my favorite responses to the Pfizer vaccine news

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@MSollender

Michelle Solly

4 years

Ikarian 4Q20 13F BUYS (1/2): $PCVX +260,000 (+1,613%) $CYTK +172,000 (+312%) $VINC +296,922 (+122%) $DBVT +193,600 (+117%) $LYRA +427,425 (+110%) $ANAB +50,000 (+100%) $GOSS +465,889 (+79%) $VSTM +841,264 (+59%) $STRO +127,360 (+26%) $TCON +554,291 (+25%) $TCDA +835715 (+3,603%)

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@MSollender

Michelle Solly

5 years

Baker Bros 4Q 13F BUYS: $DBVT +9,104,704 (+165%) $KOD +1,902,173 (+20%, #6 holding) $CCXI +531,987 (+256%) $APLS +183,244 (+59%) $TRIL +594,738 (+117%) $MRUS +877,455 (+75%) NEW: $AUPH +1,701,929 (0.18%) $EXAS +2,585,791 (1.27%) $UROV +1,000,000 (0.08%) $RETA +40,983 (0,04%)

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@MSollender

Michelle Solly

4 years

Time to go back on the road! More 13Fs soon when I find the next coffee shop :) Still to come: RA Capital Casdin Logos Global Boxer EcoR1 RTW +Summary and catalyst chart!

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@MSollender

Michelle Solly

3 years

Thanks to this community, I feel like I've grown, not only as an analyst, but also as a person with renewed self-confidence. So I promise to keep working as hard as I can be to helpful because there's not a day that goes by that I'm not immensely grateful for you all <3

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Michelle Solly

3 years

$FBRX I was prepping to do this on Tuesday, but time for a quick recap on FBRX The theme should be the dangers of blindly listening to companies I can't tell you how many times I was linked to the company's papers or the same Chardan KoL talk after I posted the thread (1/7)

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@MSollender

Michelle Solly

4 years

Thanks everyone for being patient with me today (and please excuse any typos). The move was chaotic, as one would expect. If you want any other fund 13F, let me know below. I've stopped tracking Logos, as they flip their positions every quarter. Casdin and Redmile tomorrow

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@MSollender

Michelle Solly

4 years

Any company that puts out a press release today after hours is an instant short

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Michelle Solly

4 years

What's left in 4Q20? (1/2) $ALDX Ph3 Reproxalap in DED $APRE Ph3 Eprenetapopt in MDS $CALA Ph2 Telaglenastat CANTATA (likely 1Q21) $CCXI Ph2 Avacopan in C3G $IMTX Ph1 ACTolog $INBX Ph1 INBRX-106 monotherapy $KALV Ph2 KVD900 in HAE (likely 1Q21) $MGTX Ph1/2 AAV-AQP1 in Xerostomia

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@MSollender

Michelle Solly

3 years

Some 2Q22 catalysts I'm watching (1/2) $ABBV $ATRA $BCYC $CCCC $DAWN

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@MSollender

Michelle Solly

3 years

I am not having fun.

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@MSollender

Michelle Solly

5 years

Which funds made moves before some remaining 1Q20 and 2Q20 catalysts? (Based on 4Q19 13F filings) Bonus BMY CVR section, showing % of portfolio for some funds, in case you were curious about sizing $NGM $TGTX $BHVN $AKRO $ASND $KALA $MIST $KPTI $AXSM $MYOK $KALV $ARVN $BMYRT

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@MSollender

Michelle Solly

3 years

I remember the good old days of 2022 when the $XBI was up 🥲🥲

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@MSollender

Michelle Solly

3 years

$XBI Some interesting numbers on crossover deals, IPOs, SPACs, and M&A for 2021 from Silicon Valley Bank

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@MSollender

Michelle Solly

2 years

So... $VALN loses EU vaccine purchase contract $NKTX CMO out $SRRK CMO out (+25% workforce reduction) $ZNTL CEO out (+offering) $AGIO Workforce evolution (wtf?) $CMRX is a brain cancer co now (wtf x2?) $DNA Foundry rev declining ...another thrilling biotech Monday

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@MSollender

Michelle Solly

3 years

Dear @Biohazard3737 ...

@CureVacRNA

CureVac

3 years

@Biohazard3737 Dear @Biohazard3737 , you are misinterpreting our communication: we passed our 1st interim analysis & are further progressing according to the protocol toward the next readout. Several interim analyses are a regular part of clinical trials. We will continue to collect further data

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@MSollender

Michelle Solly

4 years

Which funds made moves before select 1Q/2Q21 catalysts? $OTIC $ANAB $IMTX $FREQ $ALDX $KDNY $RAPT $SAGE $XFOR $MRUS $PHAT

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@MSollender

Michelle Solly

4 years

Here are the biotech-focused funds sorted by AUM, based on the ADV filed 3/30/2020 Anyone in red does not have to file under the new 13F proposal ($3.5B threshold)

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@MSollender

Michelle Solly

4 years

Certainly no one in this industry is "hoping" for drugs to fail. We are all hoping for progress for patients. But companies that spin data and move on to recruit large trials will only end up hurting patients Working on an unmet need doesn't always mean it's a good investment

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Michelle Solly

4 years

Which funds made moves before select 4Q20 or 1Q21 catalysts? $APRE $BTAI $CRTX $KALV $TGTX $OVID $LYRA $CALA $ALDX $ZYME $RTRX And a bonus ASH section (December 5-8) $APTO $CRIS $FATE $FMTX $KURA $PTGX

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@MSollender

Michelle Solly

3 years

Their $438m Series A was partially funded by IKEA. Guess they couldn’t put it together in the end 🙃

@adamfeuerstein

Adam Feuerstein ✡️

@adamfeuerstein

3 years

Biosplice, formerly known as Samumed --> A San Diego biotech’s massive valuation turned heads. Now, mass layoffs raise questions via @JonathanWosen @matthewherper

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Michelle Solly

4 years

To everyone looking for my 13F tweets: I'm in the process of moving, so unfortunately I will be without wifi for most of the day. But I'll make sure to have them out before the end of the day, along with my summary and catalyst calendar! :)

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Michelle Solly

4 years

$BMRN BioMarin Announces Positive Phase 3 Gene Therapy Trial Results in Adults with Severe Hemophilia A; Study Met All Primary and Secondary Efficacy Endpoints in One-Year Data Set Reduced Mean Annualized Bleeding Rate by 84% (p-value <0.0001)

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BioMarin Announces Positive Phase 3 Gene Therapy Trial Results in Adults with Severe Hemophilia A;...

/PRNewswire/ -- BioMarin Pharmaceutical Inc. (NASDAQ: BMRN) today announced positive topline results from its ongoing global Phase 3 GENEr8-1 study of...

www.prnewswire.com

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Michelle Solly

3 years

Which funds made moves before some 3Q/4Q catalysts? + a bonus/preliminary ESMO section $APLS $ASLN $FBRX $PRAX $SWTX $XENE $ADAP $FSTX $SBTX $SYRS $TCRR $VSTM

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@MSollender

Michelle Solly

5 years

Baker Brothers 3Q 13F: $ACAD +1,562,600 (3%) $NVTA +4,890,257 (125%) $DBVT +5,655,110 (192%) $IGMS +3,144,000 (New, 0.42% of port) $MRTX -1,206,242 (-47%) $BCRX -1,657,201 (-11%) $CPRX -1,217,559 (-47%) $NLTX -10,934,154 (Sold all) $ALRN -2,040,000 (Sold all)

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Michelle Solly

3 years

$AUTL Blackstone to Invest Up to $250 Million in Autolus Therapeutics of U.K.

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WSJ News Exclusive | Blackstone to Invest Up to $250 Million in Autolus Therapeutics of U.K.

The funds will help develop a leukemia therapy. Under deal, the private-equity firm intends to buy a $100 million stake in the biotech company.

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Michelle Solly

4 years

Baker Bros 1Q20 13F BUYS: $ALLK +395,779 (+116%) $APLS +399,582 (+80%) $MDGL +329,934 (+28%) $TCDA +696,110 (+35%) $PTGX +504,882 (+42%) $PRNB +167,456 (+9%) $INSM +580,119 (+23%) NEW: $BDSI +1,638,334 (0.03%) $GBT +47,000 (0.01%) $ADAP +3,690,307 (0.05%) $ALEC +280,000 (0.04%)

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@MSollender

Michelle Solly

3 years

Biotwitter gets real spicy when the market is red

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@MSollender

Michelle Solly

5 years

What's left on my radar in 1Q20? $TGTX Ph3 UNITY $BHVN Ph3 Migraine Prevention $AKRO Ph2a MRI-PDFF $ASND Ph2 PTH $KALA Ph3 STRIDE-3 $AXSM Ph3 TRD (+Migraine?) $IMVT Ph2 TED $SVRA Ph2 NTM $MIST Ph3 PSVT (could be April)

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@MSollender

Michelle Solly

3 years

@bradloncar I'll never forget when they yelled at me over a tweet 🥲

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@MSollender

Michelle Solly

5 years

Perceptive Advisors 1Q 13F $AMRN +1,665,357 $MGTX +1,304,348 $BPMC +413,728 $MRTX +1,038,507 (825% increase) $CBAY +1,750,000 $QTNT -10,789,054 (sold all) $LJPC -4,313,611 (sold all) $SLDB -3,927,222 (sold all) $ALNY -262,241 (sold all) $NBIX -849,892

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@MSollender

Michelle Solly

2 months

Oh no! Beyoncé failed her Ph3 trial 😭

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@MSollender

Michelle Solly

5 years

Which funds made moves before some select 4Q19/1Q20 catalysts? Take a look at some fund buying and selling (and a bonus BTK section): $APLS $ATNX $AUPH $AXSM $BGNE $BHVN $EIDX $RCKT $SAGE $WVE $APTO $ARQL $SNSS

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Michelle Solly

3 years

Should be a pretty fun end to the week! Triple Meeting 2021 starts tomorrow - here's a simple planner! $FMTX $ORIC $PRLD $TPTX $BCYC $RLAY $RPTX $MRTX Also a reminder that $CCXI has their PDUFA data tomorrow, Oct 7 (delayed after major amendment to NDA)

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@MSollender

Michelle Solly

4 years

Baker Bros 2Q20 13F BUYS: $NVTA +2,750,347 +30%) $MYOK +1,390,000 (+78%) $AXSM +120,000 (+13%) $ADAP +2,984,874 (+80%) $PTGX +232,282 (+13%) NEW: $FMTX +2,000,000 (0.40% of book) $ADCT +1,687,500 (0.34%) $ALT +2,107,600 (0.10%) $NVAX +241,376 (0.09%)

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@MSollender

Michelle Solly

3 years

Which funds made moves before select 2Q/Mid-21 catalysts? $APLS $SAGE $BDTX $CGEM $MGNX $MRUS $CRIS $XFOR $KROS $CERE $CYTK $PRAX $YMTX

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Michelle Solly

4 months

I did want to say: I looked at ~700 company websites (Yes, I did this all manually 🫠) and the number of companies who do not have an easy-to-find corporate presentation is appalling. And this doesn't just apply to microcaps (someone go find me the $NBIX presentation)

@MSollender

Michelle Solly

4 months

And we're back! Here's my attempt at a comprehensive 3Q24 catalyst list! I highlighted some I'm watching, but tell me if I missed your favorite catalyst (1/3) $ALDX $APLS $BDTX $ELEV $EWTX $JSPR $LLY $LXEO $NAMS $ORIC $PCVX $PEPG $RYTM $SANA $SLRN $VIGL $VRDN $ADAP $ASND $RZLT

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Michelle Solly

3 years

$BYSI has a PDUFA on Nov 30 for plinabulin +peg in prevention of CIN I think this is likely a CRL Aside from the numerous red flags (changing trial design mid-trial, not enrolling US patients, changing presented data), I'm not sure any of their results are clinically meaningful

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Michelle Solly

4 years

Is #ESMO20 the most confusing conference ever? There are at least 4 difference times for data releases. Here's my attempt at a data schedule: $ADCT $AGEN $ALKS $AMGN $BMY $CLVS $SGEN $GMAB $MGNX $MRK $MRSN $NCNA $RHHYB $SPPI

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Michelle Solly

3 years

$CRIS #EHA21 Durability looking quite good, and there's a responder that didn't have a U2AF1/SF3B1 splicesome or FLT3 mutations

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Michelle Solly

2 years

$NVAX Based on the totality of scientific evidence available, do the benefits of the Novavax COVID-19 Vaccine when administered as a 2-dose series outweigh its risks for use in individuals 18 years of age and older? Yes - 21 No - 0 Abstain - 1

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Michelle Solly

3 years

$FBRX Also a reminder, being an ass to me and harassing me on twitter for a month straight doesn't make your terrible drug any less terrible. But it does make this part more fun

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Michelle Solly

3 years

$SESN Guess it was something after all 😇

@MSollender

Michelle Solly

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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Michelle Solly

3 years

$FBRX And many thanks to these guys for their great analysis: My turtle friend 🐢 @whatprobability My corgi friend 🐶 @NoseRubInvest My cow friend 🐮 @OxAnalyst My demon friend 👿 @BiotechPort My swan friend 🦢 @Biopharmaddict All of them are incredibly underfollowed!!

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Michelle Solly

4 years

Okay, might as well ask some questions for $FREQ longs: Link to Ph1b paper: Link to patent:

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Michelle Solly

3 years

$AUPH $BIIB FT Dealreporter: Aurinia Pharma said to be on Biogen's takeover radar

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Michelle Solly

3 years

$CRIS Responses included 1 CR with full hematologic recovery, 1 CRi with negative minimal residual disease, and 2 bone marrow CRs. Wow :)

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Michelle Solly

5 years

Keeping an eye on a new fund, launched in Aug 2019, Logos Global! The team is formerly of Farallon and Versant, with ~$400m AUM (from 13F) They had their first filing! Top positions: $MRTX (8.06%) $SRPT (7.19%) $ASND (6.17%) $AMRN (5.09%) $APLS (4.43%)

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Michelle Solly

3 years

$CMPS COMP360 psilocybin therapy for treatment-resistant depression has achieved its primary endpoint for the highest dose, with a 25mg dose of COMP360 demonstrating a highly statistically significant and clinically relevant reduction in depressive symptom severity

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Michelle Solly

4 years

BVF 4Q20 13F BUYS (1/2): $AMRN +9,661,593 (+878%) $ELDN +567,796 (+290%) $IONS +629,406 (+85%) $PTGX +1,901,300 (+80%) $SPRO +898,944 (+66%) $CTMX +2,016,749 (+56%) $CYTK +1,554,984 (+46%) $GLYC +2,300,000 (+31%) $RVMD +667,000 (+31%) $OVID +900,000 (+24%) $EPIX +699,700 (+23%)

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@MSollender

Michelle Solly

3 years

Interesting developments for $SAVA

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Michelle Solly

4 years

$OCUL A patient in the second (400 µg) cohort has now shown a clinically meaningful fluid reduction out to eleven months. First patient in the third (600 µg) cohort has now shown a clinically meaningful fluid reduction out to four-and-a-half months

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@MSollender

Michelle Solly

4 years

Which funds made moves before some 2Q/3Q20 catalysts? Bonus ASCO section included (though it wouldn't capture any reactions to the abstract releases or the MGNX quarterly call) $AKRO $CARA $CCXI $NERV $SLNO $BLU $BTAI $CNST $FULC $KALV $ALLO $ARVN $CTMX $MGNX $RCUS $CGEN $TRIL

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Michelle Solly

4 years

Truly appreciated the recent discussions about $FREQ. I've made many wrong calls before, so I know how it feels. But one thing I do want to address is this "nobility" fallacy. I see this argument a lot - "How can you cheer against a company trying to cure cancer?"

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Michelle Solly

25 days

Someone help me out here - what's the psychology of being long $SAVA in the face of all the issues? Is it: -The idea you know more than others -Morality (Curing Alz) -Needing to prove others wrong -Grand Conspiracy (Everyone is out to get you) -Get rich -Too late to turn back

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Michelle Solly

3 years

$BCTX Person who lied about a billionaire being on the board said he'd correct his tweet, but didn't and is now trying to pretend he took the high road. I won't let him pass If you want to pay $149.99 for someone to lie to you, DM me. Happy to tell you whatever you want to hear

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Michelle Solly

4 years

RA Capital 2Q20 13F BUYS: $TGTX +2,401,046 (+23%) NEW: $FMTX +9,011,651 (+7.79% of book, #2 holding) $NVAX +4,758,833 (7.38%) $NKTX +5,604,129 (3.76%) $PCVX +5,489,181 (3.23%) $MGNX +4,583,652 (2.38%) $LEGN +2,481,942 (1.96%) $OCUL +2,727,272 (0.42%) $CLDX +1,150,000 (0.28%)

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Michelle Solly

3 years

My personal #ASCO21 schedule Late-breakers out at 5:00pm EDT today Please let me know if I'm missing something interesting or I got the times wrong $ALLO $BDTX $CGEM $HARP $ITOS $MGNX $ORIC $SLRX $SQZ $STRO $MRUS $ADAP $BMY $HOOK $PDSB

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Michelle Solly

4 years

$GRAL GRAIL files for IPO. Developing a multi-cancer early detection blood test $ILMN spinout GRAIL has raised over $1.8B in private funding Cancers detected with 99.3% specificity, with varying degree across stages: S-1:

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Sensitive and specific multi-cancer detection and localization using methylation signatures in...

Early cancer detection could identify tumors at a time when outcomes are superior and treatment is less morbid. This prospective case-control sub-study (from NCT02889978 and NCT03085888) assessed the...

www.annalsofoncology.org

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Michelle Solly

4 years

Some meaningful catalysts for the final month of 3Q20: $ALBO - Ph3 PEDFIC 1 $ASND - Ph2 PaTH extension $CRBP - Ph3 RESOLVE-1 $DVAX - Ph1 CpG 1018, Clover Bio $ITCI - Ph3 Study 402 (mid-September) $MRNS - Ph3 MARIGOLD $STSA - Ph3 EMERGE (Sept/Oct)

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Michelle Solly

3 years

Which funds made moves before select 1Q/2Q22 catalysts? $KOD $VINC $AMTI $PMVP $SWTX $KZR $MREO $PTGX $VRDN $CLDX

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Michelle Solly

3 years

$CMPS Mixed market reaction on positive data $BHVN Negative market reaction on 25% premium partnership $IMTX Meh market reaction on mildly positive abstract Unimpressive other SITC abstracts Time to quit biotech and only trade futures👏👏

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Michelle Solly

4 years

$MRNA Wow, no one could have predicted this

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Michelle Solly

2 years

Sorry for the late 13Fs, dealing with some health issues Interesting to see that some funds didn't sell much, but others unloaded everything (see below) RTW: Casdin: Logos:

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Michelle Solly

4 years

Opaleye 4Q20 BUYS $CYTK +374,000 (+179%) $CNCE +154,000 (+154%) $STRO +176,200 (+120%) $CFRX +213,873 (+94%) $TCON +504,933 (+25%) $ETON +400,000 (+10%) $OCUL +525,800 (+8%) NEW: $PTGX +260,000 (0.92% of book) $TCDA +959,000 (0.88%) $RYTM +115,000 (0.45%) $FPRX +381,900 (0.85%)

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Michelle Solly

1 year

@bradloncar @sentivcapital @odibro @zbiotech I miss everyone 😭 trying my best to be back full time soon

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Michelle Solly

3 years

$BYSI Look mom, I'm famous 🥲

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Michelle Solly

4 years

Some 4Q20 catalysts to watch (2/2): And then some Proof of Concept data $ALLo $ARVN $AXGT $FMTX $FPRX $IMTX $INBX $KURA $MGTA $PSTX $PTGX $RAPT $RCKT $RCUS $REPL $SRRK $SURF $YMAB $ZYME

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Michelle Solly

4 years

Baker Bros 3Q20 BUYS: $GBT +873,375 (+1,858%) $HZNP +466,500 (+233%) $CBAY +1,729,750 (+113%) $ALBO +180,000 (+48%) $OVID +132,508 (+28%) $KOD +777,637 (+6%) $NLTX +424,000 (+12%) NEW: $PRLD +10,118,636 (1.22% of book) $PACB +3,250,000 (0.13%) $NRIX +1,788,921 (+0.25%)

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Michelle Solly

3 years

$DNA There is not enough popcorn in the world

@ScorpionFund

Scorpion Capital

3 years

@Biohazard3737 I see why you’re a former short seller.

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Michelle Solly

4 years

Baker Bros 4Q20 13F BUYS: $RETA+170,793 (+321%) $GMDA +914,990 (+144%) $IMTX +803,611 (+80%) $AUTL +320,859 (+69%) $NVTA +3,798,220 (+32%) $KOD +1,527,777 (+12%) NEW: $ALGS +1,610,000 (0.17% of book) $FPRX +668,000 (0.04%) $MREO +6,030,293 (0.08%) $ABCL +10,450,180 (1.58%)

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Michelle Solly

4 months

If you run a biotech company, please have a company presentation with a nice milestones chart on it too🙏. I shouldn't have to dig through a million links or look up sellside notes to find out what's next How can we learn about your story if you don't present your story!

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Michelle Solly

5 years

Companies <$1B mcap $ABEO $AKRO $DTIL $EIGR $KDMN $RUBY $AMPH $BCRX $COLL $MIST $MRUS $NERV $SRRK $TCRR $VNDA $ALBO $AUTL $BLU $CRBP $MCRB $PRTA

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Michelle Solly

3 years

Yes, I wake up early every day, and I do spend hours on my charts/content. But it's not for the praise - it's in hopes I can give back just a little of what I've gained (not to mention this is also my full-time job, so it would be foolish not to be up for the news).

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Michelle Solly

3 years

Baker Bros 4Q21 BUYS (1/2) $AFMD +2,488,564 (+1,511%) $CCXI +1,330,071 (+441%) $TCRR +576,603 (+326%) $REPL +439,883 (+286%) $RLMD +294,117 (+146%) $KRYS +200,000 (+32%) $TVTX +629,282 (+30%) $TCDA +247,582 (+23%) $KDNY +431,033 (+22%) $AXSM +71,913 (+13%) $INCY +1,595,938 (+4%)

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Michelle Solly

4 years

$ONCT Oncternal Therapeutics and Karolinska Institutet Establish Collaboration for Research and Development of ROR1-targeting CAR-T and CAR-NK Cell Therapies

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Oncternal Therapeutics and Karolinska Institutet Establish Collaboration for Research and Develop...

SAN DIEGO and STOCKHOLM, Sweden, Jan. 07, 2021 (GLOBE NEWSWIRE) -- Oncternal Therapeutics, Inc. (Nasdaq: ONCT), a clinical-stage biopharmaceutical...

www.globenewswire.com

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Michelle Solly

5 years

JPM 9 biotech picks (1/2): $VRTX - "Cleanest story in biotech" $BMRN - Hemophilia GTx makes r/r attractive $FOLD - Galafold well-positioned to avoid major disruption $MYOK - Positive on Explorer-HCM readout in 2Q $ASND - high conviction in TransCon platform

@AndrewE_Dunn

Andrew Dunn

5 years

The biotech industry outperformed the broader market in previous recessions in 2001 and 2008/09 -- can it do it again this time? JPMorgan named 9 biotechs in their best investment ideas for 2020:

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Michelle Solly

3 years

$CRBU Caribou Biosciences files for IPO; founded by Jennifer Doudna CRISPR party! S-1:

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