Biotech investor. Tend to focus on contrarian names, so I'm probably buying what you are selling/hating on. All tweets are my opinions only.

Denver
Joined June 2010
$ENGN anyone follow name? Company posted a new commercial job 4 days ago. Should have updated 12 month data and FDA BLA update any day now correct?
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$bcab Tungsten is involved with BCAB currently and were the same folks involved in today's $BOLT merger
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$CRBP after falling all the way to $4s and under cash value decided to re-enter here for upcoming front line CRB-701 data in q1. Should get some momentum closer to data (maybe coming at JPM?). $90M market cap
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$NKTX down to $140M market cap vs $240M cash, which lasts into 2029 (don't think you can find that safe anywhere in biotech, factoring in near term data too). On top of that at a major support area going into key Nov data. I like my odds at this level when biotech turns around.
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$NKTX near major $2 support. Going to continue to argue this is one of the best R/R plays going into initial CAR NK data in 4 weeks. $240M (June) cash vs $150M market cap and mgmt hinting they are seeing CAR-T like efficacy, durability and robust safety. Due for big move IMO
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Replying to @ElMonoGran42994
read it and weep lmao. Time to get a new job, just can't compete
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$NKTX ACR abstracts out, from May cutoff. Early data showing very clean safety, robust B-cell depletion, and activity/responses at all doses in myositis and SSc. Don't think this will be under cash after Nov formal data announcements at ACR. Pivotal trials on deck soon
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$SCYX IMO has sell the news all over it in this bad biotech market. It's a ph1 healthy volunteer PK/food effect study and last year tanked on a similar setup. Anyone telling you differently is trying to manipulate the stock at your expense
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$BCAB originally was supposed to get $40M upfront (20x current market cap lol) for selling off 35% of the ph3 ready Oz-v for HNSCC. Deal never closed and they did SA due to Nasdaq listing issue. All signs point to a modified deal coming by EOY which at $2M MC, could get crazy
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$BCAB very bullish 8k out for whatever they are working on with Inversagen AI. At $2M, and on OTC, as lotto as it gets, but can explode by EOY if they get a deal done, which the 8k hints at. inversagen.ai/
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