dub-K Profile
dub-K

@dub_k1

1,693
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Enjoy the under appreciated art of biotechnology. Let’s save lives from these terrible diseases.

Joined February 2021
Don't wanna be here? Send us removal request.
@dub_k1
dub-K
6 months
This man delivers year after year for free for decade+ & continues to get hate.🤦🏽‍♂️Y’all really need to stop the hate & wanting to see him fail. He continues to hit home runs while openly calling out his plays & getting all the hate when 1-2 don’t work out. $VKTX $PDSB $EFTR $OCUL
@Pharmdca
Pharmdca
6 months
20 bagger for me $VKTX
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@dub_k1
dub-K
3 years
@raytomlin
Raymond Tomlin (he/him/his)
3 years
Some thoughts, and a reflection, on the so-called Freedom Convoy. Listen til the end (it's both unexpected, and laugh out loud funny!). A day brightener for @fabulavancouver , @charliesmithvcr , @keithbaldrey , @garymasonglobe , @VoiceOfFranky , @TheHerleBurly and @MikeKlassen !
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@dub_k1
dub-K
7 months
Our new $PDSB CMO was Eisai’s CMO that was responsible for all the combo trials with $MRK Signed for upto $5.7B deal & ran multiple trials. This man has years of phase 3 keytruda combo trials experience. He’ll be CMO for our phase 3’s with CPI( $MRK or $BMY) Exciting! 😀
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@dub_k1
dub-K
3 years
@Captaincoby00
CaptainCoby
3 years
Someone name one freedom. I’ll wait
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@dub_k1
dub-K
10 months
$PDSB - great call today. Highlights for me. 1- MUC1 cancer trials starting in prostate Cancer 1h,24. 2- MD Anderson Data will be published in a scientific journal 👌 3- Mayo clinic data will be presented at medical conference 👌 A lot of hints in call towards partnerships.❤️
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@dub_k1
dub-K
5 months
Perfect 👏🏾 As expected $PDSB is prioritizing triplet combo trial in H&N. Good luck to any competitor there. Nothing comes even close. Smaller, cheaper and faster trial due to massive unmet need 🙌🏾
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@dub_k1
dub-K
6 months
$PDSB chart breaking out and we got 5M+ shorts getting nervous👀🤞🏾🍿
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@ripster47
Ripster📈📉
6 months
$PDSB #chartidea #Update This #LT biotech name showing impressive bullish pattern 6.50/7 Key levels for reversal for push back into catalysts. Been great from 3/5 risk levels Good to see lot of solid Small Cap Biotech's turning up @Pharmdca @semodough @dub_k1
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@dub_k1
dub-K
4 months
The data to date $PDSB has presented so far. No data comes close to this in this patient population.
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@dub_k1
dub-K
5 months
For $PDSB longs, this is a great wknd read. NCI published their most detailed research on PDS0301.I believe this is the research that made them choose triplet, bring over Dr. Shepard, have their partnership discussions.
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@dub_k1
dub-K
4 months
$PDSB 33% ORR, 6 mnth PFS & 30mnth mOS! Best data to date 🙌🏾
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@dub_k1
dub-K
9 months
$PDSB is @ pivotal point. Nothing against Matt but the new CFO is far more experienced with an impressive resume. Look at impressive list of investors he brought in at his latest company. The man knows how to bring in the right names. If upgrade is a bad thing… 🤷🏽‍♂️
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@dub_k1
dub-K
10 months
$PDSB squeeze has begun over $6. Let’s take them all the way to double digits. Todays hints in conference call was a warning for u shorts to either cover now at a small loss or wait until partnership news & get ur account destroyed🤷🏽‍♂️
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@dub_k1
dub-K
8 months
$EFTR drug works. It has clearly shown that in a doublet where the patient failed keytruda & then adding tomi, the tumour completely disappeared. This upcoming data isn’t to see if the drug works but more so to see how much stronger can it make keytruda by adding tomi to it.
@dub_k1
dub-K
10 months
$EFTR - CEO describing how 1 pt had tumour progression from 7CM to 11CM’s in mono pembro but once they added Tomi that tumour completely disappeared & turned into a complete response. Very deep response. 4B mkt with data in Q1,24 which was pushed due to not enough pfs events hit.
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@dub_k1
dub-K
10 months
For $PDSB longs. Here is ur glimpse at your next multi-Billion $ drug that will be starting out in triple combo in 1h24. This will be Muc1 Cancers which include(Prostate, breast, Lung, Liver, Colon & Ovarian) Triple combo of 0103+0101ADC+HDAC inhibitor for ICI refractory pt’s.
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@dub_k1
dub-K
9 months
$PDSB great slide showing direct comparison to keynote 048 of $MRK Data is very impressive but something I hadn’t seen before thats beyond impressive with PFS of almost 12 mnths for CPS >20 compared to 3.4 mnths for keytruda. Almost 4X!
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@dub_k1
dub-K
1 year
$PDSB - 10 minute DD experts keep taking their shots at the name accusing mgmt of BS. Simple fact to remember about recent ASCO update was that poster was chosen for discussion by head & neck experts. These aren’t TWTR “experts” but actual experts that diagnose & treat these pt’s
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@dub_k1
dub-K
10 months
Mkt is missing how exciting the mayo data is for $PDSB To be able to give the immune system a targeted boost to kill off cancer cells(CtDNA)to stop the spread of cancer to make surgery less invasive & more effective will be revolutionary. As soon as ur diagnosed, ur given pds0101
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@dub_k1
dub-K
3 years
@Captaincoby00
CaptainCoby
3 years
Someone name one freedom. I’ll wait
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@dub_k1
dub-K
7 months
Frank dx’d how $PDSB has head start to dominate with their triple combo(phase 3)in CPI refractory population. CPI’s have mainstream usage in cancer & CPI refractory population continues to grow & market is expected to hit $100B in 10yrs. They have best data to date in growing mkt
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@dub_k1
dub-K
5 months
I thought ex Essai($11B mcap) CMO joining $PDSB was impressive & then I saw board of directors. Can’t believe I never noticed this. Sir Richard Sykes is the 1st name on the list. This man is ex CEO of $GSK (85B mcap).😱 Now that’s two massive names attached to this “scam” bio!
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@dub_k1
dub-K
9 months
$EFTR mgmt feels very confident going into Q1 RCT data. Tomi improved PFS by 800% in CPI refractory pop & it’s looking to improve it just by 50% in CPI Naive pop. Data release was pushed by a Quarter because not enough PFS events were hit which is a positive. Good risk/reward.
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@dub_k1
dub-K
4 months
$PDSB sure is nice to hear Frank state partnership as route of funding for this phase 3 once again. Now that we have FDA approval. Let’s finalize that partnership!
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@dub_k1
dub-K
3 months
$PDSB updated OS chart where it clarifies 29 of 37 censored patients are ongoing & awaiting next clinical assessment, 6 are lost due to withdrawal of consent & 2 lost to follow up but ALL are still Alive. Keytruda ORR of 11-25% in hpv+ cancers while triplet hit 75% BOR.
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@dub_k1
dub-K
7 months
$EFTR CEO stated again today their reasoning for going straight into double blinded RCT trial. The trial in the much sicker population, their drug improved PFS by 800%. Their upcoming data all they need is 50% improvement in much healthier patients. Very high chances of success!
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@dub_k1
dub-K
7 months
For the people that don’t realize how big this upcoming $EFTR data is. If they’re able to show that their drug can extend progression of cancer by 50% for a drug doing $25B in revenue per year. Monster upside for $40M company. 20X+
@BioStocks
Bio Stocks™
7 months
$MRK Q4 Adjusted EPS $0.03 beats $(0.11) Est. Sales $14.6B beat $14.5B Est. Q4 KEYTRUDA Sales $6.6 Billion. FY'23 KEYTRUDA Sales Grew 19% to $25 Billion. For FY'24 Anticipates Worldwide Sales To Be Between $62.7 and $64.2 Billion
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@dub_k1
dub-K
4 months
$PDSB -when Dr. Weiss(responsible for development of keytruda & many others)who was principle investigator on versatile002 says he “is voting with his feet” to join phase3, you know his faith in data to put his pt’s in phase3. He’s not going to ruin his rep to make PDSB look good
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@dub_k1
dub-K
4 months
$PDSB shorts have been out strong lately spreading misinformation hurting stock price. Close to 20% float is short. Let’s get a squeeze going in biotech that shorts love labeling it as a “Cult” stock. $AMC $GME Give them a taste of their own medicine!
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@DesertDweller93
DesertDweller
4 months
Important point in today's $PDSB presentation related to Kaplan Meier statistical calculation and other very underappreciated tidbits.
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@dub_k1
dub-K
4 months
76% of patients have received the 4th dosage of pds0101. That’s one before the last one. This is as mature as it gets for $PDSB drug. Once again, the OS curves are done by professional biostatisticians/agencies & not in-house by PDSB. Crazy what ppl will accuse them of.
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@dub_k1
dub-K
9 months
Studies continue to show the importance of early undetectable CtDNA to prevent recurrence. Cervical cancer has high recurrence but $PDSB decrease CtDNA by 91% compared to 53% for Chemo/Rad at 5 weeks is huge in preventing recurrence. Can’t wait for published data from MD Anderson
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@JantonKay
Jamie Kuzich
9 months
#ASH23 prognostic impact of ctDNA (PhasED-seq) in the TRANSCEND study (2nd line liso-cel in DLBCL) from @AshAlizadeh - detectable ctDNA (10^-6 sens) in patients with PET CMR at day 30 = very high risk for relapse (HR 4.08!) This cohort seems ideal for early intervention studies
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@dub_k1
dub-K
10 months
$PDSB - 20% of the float is short. Chemo was FDA approved for head & neck cancer because it improved OS by 10% I can easily see mOS hitting 3 yr+ in doublet (300%)& 5yr+(500%)in triplet. Business update Tuesday. Let’s hear that partnership news with $MRK or $BMY 🙏🏾Can’t wait!
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@dub_k1
dub-K
1 year
$PDSB the most impressive part of the data is 10.4mnths pfs compared to 2-3 mnths that is standard of care. No one has come even remotely close to that impressive of PFS.
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@dub_k1
dub-K
1 year
We at $PDSB are used to getting bashed after each data release. Always happens. Been through many roller coaster rides. End of the day PFS & OS are key factors for FDA approval & no competitor has come even close to them in that sense.
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@dub_k1
dub-K
11 months
$PDSB - Frank also dx’d how PFS & ORR don’t matter to FDA. It’s all about OS & believes if they hit 60% OS, that their drug will be approved & it’s pricing will be similar to any other CPI in market.
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@dub_k1
dub-K
4 months
Here’s a warning from Frank to all the $PDSB shorts. Potential partnership is still very much on the table. We’re at crucial breakout point. 21% of float is short. This can get fun real fast.
@dub_k1
dub-K
4 months
$PDSB - 2 updates I’m looking forward to on May 8th. 74% pt.’s alive at 2 yr’s, what % alive at 3 yrs? If mOS still not hit, this will be the most impressive data to date in this pop. Clarification on if they will be pursuing cpi naive or refractory population for phase 3?
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@dub_k1
dub-K
10 months
$EFTR great presentation just now. “In my 35 years of being in pharma industry,This is the highest inbound interest I’ve ever seen in a drug. We get calls ALL the time from ppl that want to work on our drug.” CEO’s response to all the partnerships with top academic Schools.
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@dub_k1
dub-K
11 months
$PDSB let’s break that $5 & get these shorts covering. 70% patients alive at 2 yr mark while it’s only 30% for keytruda. Competition might beat ORR but not OS. Have MD Anderson efficacy data, triple combo OS data from NCI & 1st look at Mayo data still coming this quarter.
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@dub_k1
dub-K
9 months
Just like all the speculators that sold $PDSB because CFO left & got replaced by a far better one.That’s biotech investing for you.Full of impatient investors.ADC’s are the hottest sector & getting acquired everywhere & our 01ADC has 6 trials with NCI & shown best refractory data
@bradloncar
Brad Loncar
9 months
This tough year for biotech has been marked by investors having zero patience for any time horizons longer than maybe a quarter or two. ImmunoGen was hammered ~3 months ago when the CMO left because “obviously a sale wasn’t imminent.” Bad move for weak hands today.
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@dub_k1
dub-K
5 months
$PDSB one of the only two IL-12’s going into phase 3 & NCI doing 5 other studies in phase 2’s while all others discontinued theirs in phase 2. Clear winner by a mile.
@ByMadeleineA
Madeleine Armstrong
5 months
$XLO gets a $GILD-shaped reprieve. My take for @ApexOnco , plus a look at the mid/late-stage IL-12 pipeline
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@dub_k1
dub-K
2 years
Really interesting slide in $PDSB new slide deck today. Shows the complete elimination of cancer tumour dna circulation in blood. This will increase progression free survival to great lengths. Very excited to see how this transforms cancer treatment paradigm.
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@dub_k1
dub-K
5 months
Finally the long awaited update from $PDSB I think this will be the biggest update in company history. Lots of upgrades occurred in staff in past 4mnths. Last we heard, it was that “potential partner” wanted changes to phase 3. Hoping they pursue refractory population🤞🏾
@PharmDabbler
PHARM.Dabbler
5 months
$PDSB Announces Conference Call and Webcast for Business Update and Full Year 2023 Financial Results Wednesday, March 27, 2024, 8:00 AM ET
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@dub_k1
dub-K
7 months
$PDSB I truly feel yesterdays hiring was the 1st true recognition for our data’s potential outside of KOL calls & medical conferences. Added descent chunk to my top position @ open today & believe this name will finally start getting the recognition it deserves. Sit back & relax.
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@dub_k1
dub-K
10 months
$PDSB shorts are heavily weighted at 5.50. Once we cross that, they will be in loses and fear of covering begins. Let’s cross that today and start a squeeze 🙏🏾
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@dub_k1
dub-K
11 months
$PDSB ignore all the noise & ask urself if our drug sucked, why would top scientists from NIH, MD Anderson, Mayo Clinic & NAID continue to spend their own $$ to study our drug? Why do top medical conferences keep giving our tiny company’s data releases oral presentations?
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@dub_k1
dub-K
11 months
$PDSB vaccine continues to show that it works rapidly which is a continuous trend in all of their trials. 38% decrease in ctDNA compared to 5% at 3 weeks with Chemoradiotion SOC and 78% decrease vs 22% at week 5😱 Versatile trial also had much quicker responses than CPI alone.
@DesertDweller93
DesertDweller
11 months
$pdsb MD Anderson abstract
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@dub_k1
dub-K
1 year
I ask this clown to clarify the BS he’s spreading on $PDSB Instead of engaging and admit he made a mistake in his comprehension of the data. He responds with this. Very professional. I even have clarification from mgmt, yet he refuses to engage and admit his fault.
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@dub_k1
dub-K
1 year
All BS being spread about $PDSB not having better ORR than keytruda alone. For patient response to be considered Confirmed, it has to be scanned every 9 weeks. Twice in a row. This chart shows patient progress and what patient response was at scan. Each circle is a scan!
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@dub_k1
dub-K
6 months
$PFE dx’d making oncology their focus. They will for sure be watching upcoming $EFTR tomi data. They have half Billion deal with them. They’re still holding a stake in $EFTR. CEO worked for $PFE & sold his last company after phase2B proof of concept as this tomi data will be.
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@matthewherper
Matthew Herper
6 months
This afternoon, $PFE execs will prove CEO Albert Bourla's statement that company is going to become a premier cancer company. I spent some time with the Chris Boshoff, the executive who has to both convince executives and deliver.
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@dub_k1
dub-K
6 months
Don’t forget $PDSB has that 5M+ shares short that will start panicking once it crosses $6.
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@Pharmdca
Pharmdca
6 months
Bought more $PDSB $MCRB
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@dub_k1
dub-K
10 months
Just a couple of recordings of how partnership talks are going. As Frank always stated, Partners want to see the path FDA has set for them& what contribution PDS 0101 brings. Now they have that $PDSB is having their final talks & shorts are running. Let’s squeeze these assholes!
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@dub_k1
dub-K
1 year
$PDSB guessing all his buddies that @adamfeuerstein told to go short because he will be releasing a hit piece the next day are covering their shorts once they didn’t see a big move down. Now leave us alone & let our mgmt get back to saving lives instead of washed up “journalists”
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@dub_k1
dub-K
9 months
$PDSB PDS01ADC is VERY ripe for partnership👌 Its the hottest sector & we got a drug that NCI is conducting 6 trials with & have shown the best possible ORR in refractory population with lowered AE’s. The potential is endless!
@andrewpannu
Andrew Pannu
9 months
The ADC space is blowing up: • >$125B in partnerships and M&A since 2019, including Pfizer's $43B acquisition of $SGEN and a record $5.5B upfront deal ($MRK / Daiichi) this year • Hundreds of assets across thousands of trials • 8 approvals in the last 5 years (13 total) I
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@dub_k1
dub-K
10 months
$EFTR - CEO describing how 1 pt had tumour progression from 7CM to 11CM’s in mono pembro but once they added Tomi that tumour completely disappeared & turned into a complete response. Very deep response. 4B mkt with data in Q1,24 which was pushed due to not enough pfs events hit.
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@dub_k1
dub-K
4 months
Remember last year when $PDSB dropped from $10 to $4 on Jacobs big tweet about its low ORR of 27% in early data. Now at 34% ORR ⬇️CPS& 48% ORR in ⬆️CPS, the haters have gone mute. Even though OS is the most imp. Endpoint but anti-PDSB cult would say “what about the low ORR?” HA!
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@dub_k1
dub-K
5 months
$EFTR sold off after impressive Zota data because Twitter scientists claimed Zota did nothing in triplet(Z+F+A). $LLY should have doublet data(F+A) @ ASCO which will give us what that doublet brings. If PFS is less than 5m’s, should give this company big jump. CEO recent comments
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@dub_k1
dub-K
4 months
$PDSB - another impressive name on Board of directors. Dr. Otis Brawley, from John Hopkins university who is also on the board for $INCY ($12B mcap) & $A ($41B mcap). Very strong group here that clearly believe in company’s potential.
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@dub_k1
dub-K
5 months
I thought ex Essai($11B mcap) CMO joining $PDSB was impressive & then I saw board of directors. Can’t believe I never noticed this. Sir Richard Sykes is the 1st name on the list. This man is ex CEO of $GSK (85B mcap).😱 Now that’s two massive names attached to this “scam” bio!
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dub-K
10 months
$PDSB - this is a great video answering the question of “how can adding one drug to another make it safer?” That’s unheard of but something PDS0101 is clearly accomplishing. Hope we get rewarded one day 🙏🏾
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@dub_k1
dub-K
10 months
Good to see Tang💥has increased their position by 300% in $PDSB Very hopeful that this is just the start of hedge fund names that will be adding this name. 🙏🏾
@StuckInStock
Ralph
10 months
Tang 13F positions: Increased: $ADAP, $ADMA, $ASLN, $AUPH, $AVIR, $AVRO, $BCAB, $BIO, $BOLT, $CGEM, $EQC, $IMGN, $KALV, $LIAN, $LIFE, $MOLN, $MRTX, $NKTR, $PASG, $PDSB, $TARS
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dub-K
6 months
Potential partnership would be ideal but for one’s worried about $PDSB doing a financing & falling in price should see what happens to names after financing is completed. $MIST had it at $1.50 today & $OCUL had it $3.30 couple of months back & it has tripled. Hold with zero fear!
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@dub_k1
dub-K
7 months
And from him to come from such giant pharma’s to a minuscule company this late in his career must mean something. Guy has a superstar resume & could be hired at any BP but chose to take CMO position here. I will be going OW on my $PDSB position.
@Pharmdca
Pharmdca
7 months
$PDSB as @dub_k1 pointed out Dr. Wood came back from retirement to join PDS Biotech in 2019. Dr. Wood had a tremendous job since than pushing the platform from pre clinical to PH2 completion for two major indications which are moving into phase 3 now. On the other hand Dr.
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@dub_k1
dub-K
20 days
$PDSB most convincing data to come out of NCI data has been their own internal control arm with HPV- pt.’s where Versamune HPV+ is NOT meant to work. All 14 of these pt.’s were given same dosage of triplet but dramatically different responses btwn HPV+/- 75%/17% ORR 19m/2.3m PFS
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@dub_k1
dub-K
4 months
Well $MRNA seems like a complete bust in comparison to $PDSB in HNSCC. 24M OS with 3.4M pfs compared to potential of 36m+ OS with 8.1m’s PFS. Of course their stock still shot up many multiples of PDSB mcap because no one is aware of their existence. Update on 3 yr OS May 8th!
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@dub_k1
dub-K
11 months
$PDSB great presentation by Frank just now where he clearly breaks down how impressive the data is & how there’s no one that has come even close to such OS numbers. Must listen for any investor. Also we’re getting efficacy update by MD Anderson this quarter as well!
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@dub_k1
dub-K
1 year
$PDSB has plethora of data coming out in 2nd half. End of Q3 - 12&24 mnth OS data for CPI naive & refractory patients. This is massive data point since this will be the data point FDA will be looking at for approval. They have 8 phase 2 trials running with 5 of them partnered
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@dub_k1
dub-K
3 months
$PDSB new slides that really shows the power of triplet. Keytruda seems to have even lower ORR & OS in other hpv+ cancers of 11-17% with 6-12m os.If triplet can have dramatically higher ORR & OS(5/8 still alive after 4yrs) in hpv+population,imagine what it will do in just H&N.
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dub-K
4 months
$PDSB will have 3 yr OS update at this kol event. Will be very impressive if mOS still isn’t hit 🙏🏾
@PDSBiotech
PDS Biotechnology
4 months
We will host a virtual KOL Event to discuss positive data from VERSATILE-002 and next steps for Versamune® HPV and PDS01ADC on Wednesday, May 8, 2024 at 1:30 p.m. ET featuring Dr. Jared Weiss, M.D., and Dr. Robert Haddad, M.D. Read more: $PDSB
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@dub_k1
dub-K
4 months
$PDSB saw a big 200k short order go through minute before this article dropped & daily sell off in days end all week. I’m guessing his buddies were shorting all week & few jumped in rt before it dropped today.Didn’t have the affect they expected, now @ risk of covering for loss
@adamfeuerstein
Adam Feuerstein ✡️
4 months
This week's newsletter is all about $PDSB PDS Biotech’s survival benefit is absurdly overstated -- and many other thoughts.
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@dub_k1
dub-K
10 months
$PDSB shorts have doubled down on their position. If we get a solid movement above 6.60 level, they’ll be tripping over each other running for the exit. They’ve had it too good for too long but got greedy. 20%SI & partnership can be announced any day👀
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@dub_k1
dub-K
11 months
Interesting that during $PDSB presentation today, they still have listed OS update for triple combo by end of Q3. Well that leaves 3 more days until that update is released. Biotech market is ripe for short squeezes rt now Massive short interests & the right data can make it fly.
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@dub_k1
dub-K
6 months
Let’s not forget this is a Merck KGA drug that was out-licensed to $PDSB($200M mcap) in 2023. Other Merck KGA drugs out-licensed in 2021 & are the lead drugs for these company’s $MLTX - $3.4B Mcap $VERA - $2.4B Mcap ADC’s are hot & $PDSB has one of the best & least known.
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@Pharmdca
Pharmdca
6 months
$PDSB ADC is the game changer IL12 ADC acquisition will bear fruits over time Getting it cheaply for 5 million dollars was very smart decision Now this could be used as a backbone of so many regimens targeting different cancer antigens
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@dub_k1
dub-K
7 months
Oh wow. $PDSB CMO is responsible for approvals for 8 new drugs. This man’s resume is so damn impressive. So beyond happy that management was able to impress this man to join our little company.
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@rick82464
Mr. R
7 months
This is the top quality type hire $PDSB just made with Dr. Kirk Shepherd. Scroll down 3/4 of the way down to read his bio. I think this is even more significant a hire then $PAVM did with Dr. Stanley Lapidus. The gains are more about big news pending
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@dub_k1
dub-K
4 months
I liked how the KOL basically laid out all their competitors in this space & $PDSB openly discussed the competitive landscape. Sure doesn’t seem like they’re afraid & know that they have the strongest data to date in this population. Love the confidence.Let’s see any hit this mOS
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@dub_k1
dub-K
6 months
Well if there was pressure selling in $PDSB due to leak in secondary news, it would’ve happened by now. Since it hasn’t, I will start buying bigger sizes tomorrow. I don’t mind discounted price before the biggest business update in company’s history.
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@dub_k1
dub-K
2 years
Very smart call by $PDSB to acquire M9241. Now they can combo with any already approved checkpoint inhibitor & get into commercialization asap. The synergy btwn M9241 & PDS0101 was the magic of triple combo & now owning both makes partnership with approved CPI much easier.
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@dub_k1
dub-K
7 months
Ppl aren’t realizing the magnitude of this $EFTR data. Keytruda does 21B in revenue per year. Cancer progresses after 7m’s in lung cancer. After progression, the patient stops taking keytruda. Tomi is trying to improve that by 50% to 11m’s. 4M ⬆️ keytruda usage ⬆️ $MRK revenue
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@dub_k1
dub-K
1 month
$IMNN IL-12 showing very strong data. Market finally realizing the potential of this left for dead cytokine. $PDSB is not just a cancer “vaccine” company, it also has its potent IL-12 used in triple combo that has shown dramatic ORR & OS with multitude of trials running at NCI.
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@dub_k1
dub-K
11 months
$PDSB - the fact 56% of refractory patients were living at 12 mnths in doublet where mOS is 2-3 mnths with ICI alone is remarkable. +PDS0101 helps patients live much longer than ever imagined before. +PDS0301 helps shrink tumours at levels never seen before.
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@dub_k1
dub-K
9 months
Here is $EFTR ceo explaining why the tomi data was pushed out by another quarter. Not enough pfs events had been hit yet. This is a big positive. 25M mcap for company that has a high Chance of improving pfs in 1L lung cancer pt.’s in a RCT trial(gold Standard) Huge catalyst Q1.
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@dub_k1
dub-K
7 months
Congrats to $CBAY holders. That was a left for dead company last year with tiny mcap. Ms. Loewy who has been on their board of directors since 2016, decided to also join $EFTR few months ago. She clearly saw the potential in this tiny name. Massive upside data in a month.
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@dub_k1
dub-K
7 months
$EFTR was given $21 PT just off low dose zota data. Higher dose later on. Tomi trial is called Kickstart. Mgmt believes that Tomi has the highest chance at success & chose to pursue that 1st in RCT trial to kickstart their entire novel pipeline. Massive upside with that update.
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@dub_k1
dub-K
10 months
$PDSB it will take time to change investor mentality around cancer vaccines since it’s been a graveyard of failures but it sure is positive to see media coverage around it. Once that image changes, we’ll be a leading name is that sector.
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@dub_k1
dub-K
28 days
$PDSB - new slide deck up showing all the catalysts of all their other studies being run for the ones worried about catalyst dessert. That’s 9 other studies.
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@dub_k1
dub-K
2 years
$PDSB Found this positive mention of PDS0101 in recent ASCO podcast. 3rd page 1st paragaraph really highlights the importance of triple combo data in refractory patients in this high unmet need!
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@dub_k1
dub-K
1 year
If $PDSB combo with keytruda continues to impress, $MRK will gobble them up at any price they desire. They have stupid amount of money.
@andrewpannu
Andrew Pannu
1 year
How Merck built a blockbuster with Keytruda: 39 FDA approvals across 16 tumor & 2 tumor-agnostic indications on the road to an estimated >$30B in annual sales by 2028 And expect more coming: $MRK is running >1K pembrolizumab trials (incl. 400+ combo trials & 80+ registrational
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@dub_k1
dub-K
6 months
Oh man, this man is going to be dying inside today when he has to report positive $GERN Adcom. Big hater of this name for many years. His buddies that were shorting this name must be hurting bad rt about now. Can’t believe ppl still give this clown any credit.
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@adamfeuerstein
Adam Feuerstein ✡️
2 years
$GERN $175M stock offering. Of course... Here's to another 30 years without a drug approval.
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@dub_k1
dub-K
10 months
$PDSB for all the people that keep saying “oh no, we have the highest short interest ever”. It keeps climbing every mnth. This can’t be good. What do shorts know that we don’t. Panicking Here u go & have a look at $RVPH short interest that climbed each month getting burnt today.
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@dub_k1
dub-K
7 months
Exactly. The retail doesn’t realize the difference btwn an open label single arm trial vs what $EFTR is doing with double blinded randomized control trial. Night/day difference in data production & how big of an impact it will have on stock price if data is positive👌
@ShortShitStocks
AustinB
7 months
Of all the shitcos combining a drug with pembro in an open label single arm trial, $EFTR is the one that keeps me thinking they may have something real here. I’m conflicted on how to play it…
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@dub_k1
dub-K
8 months
$EFTR now that the R/S & cash overhang fear is over, stock can move on fundamentals. MGMT has R&D day on Jan 24th where they will dx how market misread zota data. ARVN mcap went up 1B on data that will not be able to use such a high dose in real world due to safety. 3M shares!
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@dub_k1
dub-K
5 months
Boom! BP showing interest in IL-12. $PDSB 0301 is nhs-IL12
@monaco_biotech
Monaco
5 months
$XLO $GILD Gilead and Xilio Announce Exclusive License Agreement for Tumor-Activated IL-12 Program - XLO • BioPharmCatalyst
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@dub_k1
dub-K
7 months
Here’s the link to $PDSB fireside chat from today. Thx Solomein! Great listen. Also talks in detail how superior their ADC (PDS0301) is & has the potential to revolutionize Cancer treatment. Frank breaks it down well for everyone to understand potential
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@dub_k1
dub-K
28 days
$PDSB now has two shots on goal to succeed in phase 3 with the addition of 3rd arm & no further delay. Dr. Shepard coming through with his expertise to combine two phase 3’s into one saving company years & 100’s of millions. Nicely done team!👏🏾
@BioStocks
Bio Stocks™
28 days
$PDSB Aligns with FDA on Phase 3 Trial in HPV16-Positive First-Line Recurrent or Metastatic Head and Neck Cancer. -To initiate Phase 3 VERSATILE-003 trial in Q4.
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@dub_k1
dub-K
2 years
Sweet! Seems like my 2 fav names $PDSB & $INFI will be presenting at B Riley conference in mid Jan. Excited to hear their plans for 2023. Partnerships🙏🏾
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@dub_k1
dub-K
28 days
New $PDSB slide I saw today which is remarkable. The triplet not only has very impressive ORR but also PFS of 19m’s which surpasses the 3M pfs of keytruda mono by 6X. That’s very impressive!
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@dub_k1
dub-K
2 months
Merck KgaA has one phase 2 drug left with mediocre data & a few others in phase 1. 5-10 Years away from anything meaningful in oncology. It sure puts pressure on them to start pursuing something in phase 3.They know $PDSB & 0101ADC better than anyone & are going to phase3🤞🏾
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@dub_k1
dub-K
2 years
$PDSB - as Frank states “if they see response in 1/3 from 1/5, that would be very significant” company goal was to hit 33% & hit 41%. I will gladly load away!
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@dub_k1
dub-K
1 year
Exactly my point! And you really think experts at ASCO will be having discussion on such $PDSB data if it had so many faults in it? Yet so called “experts” on Twitter sure love to spread lies.
@Abdulda1al
Abdul
1 year
Highly highly highly doubt $PDSB included "unconfirmed tumour shrinkage" patients as part of "unconfirmed objective response" probably against the RECIST 1.1 guidelines to do so anyway
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@dub_k1
dub-K
5 months
Analysts are usually idiots & even this 🤡understands that moving to triplet is a positive decision for $PDSB which is somehow perceived as negative.🤦🏽‍♂️ What shareholder wouldn’t want to move to smaller, faster & zero competition trial where they have the best data to date?
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@dub_k1
dub-K
2 months
Maybe Merck KgaA will give $PDSB a shot now that their own H&N phase 3 just failed.🙏🏾They already own shares in PDSB & have a partnership for pds0101ADC. The communication is already there.
@BertrandBio
Bertrand Delsuc
2 months
Another flop in Merck KgaA's pipeline RIP xevinapant (IAP inhibitor) - h/t @adar170 Phase III trials of xevinapant in locally advanced head & neck cancer discontinued
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@dub_k1
dub-K
3 months
HPV16+ H&N population is pretty much btwn $HOOK & $PDSB PDSB doublet data already proving to be superior but when u add in their IL-12, then there’s no competition. One is a vaccine only company, while other has a potent IL-12 in arsenal to dramatically increase CR & ORR rates.
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@dub_k1
dub-K
3 months
Just looking at $MRUS data.Had rare response in P16+ cancers, it still seems that is population they will struggle. 3/4 responded. 1 responded quick but had disease progression soon after. Other 2 responded late, yet to see DOR. Leaves $PDSB still to have best data in HPV16+ H&N
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@dub_k1
dub-K
9 months
For one’s asking how do we know if $EFTR Zota is contributing to the Z+F+A triplet. Well out of the 5 PR’s, they had all progressed on F & 1 progressed on A but with addition of Z to the drugs, they all turned into responders.
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@dub_k1
dub-K
7 months
Franks response on how $PDSB will pay for 2 phase 3 trials. Partnership seems to be priority. Lays out the options & zero hints towards secondary(which also would be positive in current environment).Won’t be surprised for them to prioritize triplet over doublet for CPI refractory
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@dub_k1
dub-K
7 months
$KURA does a raise before positive data release. Funds wanted in before the big jump. $EFTR does a raise before data because a fund wanted to be in. If it’s positive like this with this minuscule market cap & share count. Look out above!
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