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$CAPR The FDA stars are aligning for the FDA approval of deramiocel . DMD a rare disease with unmet need is the new framework from the FDA to mandate the desperate need to approve these type of drugs . Bullish for approval GLTA

$AMRN Viatris Korea is expanding its cardiovascular drug portfolio through an exclusive distribution and co-promotion agreement with Alvogen Korea for Vascepa (icosapent ethyl), a treatment designed to reduce residual cardiovascular risk in certain high-risk patients already receiving statin therapy. f Korea accepts the REDUCE-IT criteria for pricing & reimbursement, then here's a look at the potential patient population. (1.3 to 1.5 million). This is 4-5X than the PPP in the UK!

$SLS Very elegant set up of the Sls009 imo leading to accelerated approval in 27. The control arm gets another 2 Venaza cycles, ~90% fail. But non responders get Sls009/Venaza 》50 % response.

$SMCI Lol. Can’t make this shit up at this point.

$HTZ the FTD’s are insane

$CAPR The recent job posting says -biostatistician will report to the Head of Biostatistics to support "the Deramiocel program in cardiomyopathy associated with Duchenne muscular dystrophy (DMD), authoring SAPs and delivering the analyses behind clinical and corporate decisions. This now makes sense given AHA and to me confirms the post-approval cardio sBLA strategy. Hiring an in-house SAP specialist specifically for DMD cardiomyopathy with "post-approval" experience and executing a FDA-aligned SAP for a post-approval cardiac study ensures there is zero ambiguity over statistical pre-specification next time. A PUL-only label misses younger ambulatory DMD kids who develop silent heart fibrosis years before arm decline, and lets insurers gate coverage behind strict arm-function scores. Winning a formal cardiomyopathy label unlocks full DMD coverage, targets the #1 cause of DMD death for pricing, and builds a bridge into Beckers, where heart failure dominates despite mild skeletal issues.

$SLS Regal is the catalyst that changes everything. a clean phase 3 readout will unlock the true value of gps, with a powerful fundamental revaluation and a massive short squeeze in the making. 53.76 million shares short, nearly 27% of the public float and 9.6 days to cover create an explosive setup. when clinical success meets this level of short exposure, covering pressure becomes fuel for the move. mdgl, smmt, abvx, bbio and vrna have already shown how powerful biotech readouts can be when fundamentals and positioning collide. sellas brings gps, sls009, $138.3m in reported cash and multiple catalysts into this defining moment. $20 is the fundamental scenario. $30+ is the squeeze scenario. regal is the catalyst, institutional repricing is the engine, and short covering is the accelerator. this is the setup for a historic move.

$ASTS uses beyond Japan.

$IOVA Looka here.....we've had 2 fantastic quarters....60% margin 122 mil...only going to grow more and more. Bears can spin it however they may...but numbers don't lie..... I can't remember the odds or percentage but bringing a cancer drug through clinical Testing, then FDA approval, then building it into markets with physicians and hosp is quite low....I'm proud of our company. They may not get right every time but man they've done alot great things so far. This is a winner....💯

$GME we have officially crossed the 0 line on MACD monthly ... God help the shorts 😳

$IBRX For those who don’t understand what the Trial result mean today. Anktiva+BCG beats BCG alone. Know the numbers- clearly panicans don’t!

$CADL Lung cancer may carry the largest pipeline upside !!!!!!!! The lung-cancer findings provide biological support for CAN-2409’s reported survival outcomes after platinum chemotherapy and checkpoint inhibition. The key positive is not response rate. CAN-2409’s conventional objective response rate has been relatively modest. The thesis is instead: -Inject one accessible tumor. -Create local immunogenic tumor-cell killing. -Expand systemic tumor-reactive T cells. -Generate activity against uninjected lesions. -Improve survival without requiring every lesion to shrink rapidly. The SITC biomarker data are consistent with that model. However, the Phase 2 trial was uncontrolled and included significant patient-selection risk. The randomized AURORA study must demonstrate that the survival signal is treatment-driven. If AURORA confirms a meaningful overall-survival benefit over docetaxel, the lung program could become commercially comparable to, or potentially larger than, prostate cancer.

$OCUL Don't let the algorithmic bot headlines distract you from the biggest breaking development in this morning's update: 1. SOL-X is officially moving to 48-WEEK dosing (once a year). This was not on the market's radar. Management upgraded the protocol from 6 months to annual maintenance based on the extended durability demonstrated in SOL-1. AXPAXLI is no longer being pitched just to match standard anti-VEGF intervals—it is positioning to become an annual maintenance monopoly. 2. Added Dr. Riad Sherif to the Board of Directors. Current CEO of Oculis with former senior leadership at Sanofi, Novartis, and Alcon. 3. IMO, The pipeline’s commercial ceiling and the takeover floor just moved higher. Know what you hold. 🎯💎