Wonderful Day for me. - celebrating 25 GREAT years with my WIFE & best friend today. Best decision I ever made - happy #anniversary to my WIFE ❤️❤️

$PFE - has inferior drug but they spend more then anyone else $PFE's spending for the Vyndaqel family (VF) outpaced all competitor assets, with ~$839k spent on consulting (5.9× rel. ‘24, per GUGG $BBIO $ALNY

$SOFI - major sentiment change for LONGS/SHORTS with that statement "I now have as much confidence in our ability to drive durable growth in a high-rate environment as I do in a low-rate environment." -- Anthony Noto

$ZURA favorable risk/reward on the Q4 TibuSHIELD readout due to downside protection at about $3/share based on a cash position of $1.50/share plus a $2/share with possibility $20 upside

$ZURA Wedbush would be 'aggressive buyer' ahead of key Q4 catalyst

$TGTX - market & many investors long/SHORT still not digested the implications of $TGTX having Q3m SUBq that can be given at home

$COGT PDUFA upcoming - DATA continue to impress Of patients randomized the control arm of PEAK, 61% crossed-over to bezu + suni: 148 of 209 control patients (71%) had progressed on sunitinib by the data cut, and 128 crossed over to the combination (61% of the control arm; 86% of those who progressed). In these 128 crossover patients, median PFS was 7.4 months relative to median of 5.7 months of PFS these patients had on PEAK control arm; ORR was 29.7% (n=38) vs. 20.3% on sunitinib (n=26). In the post-oral discussion, the discussant suggested that the data favor using the combination earlier, given the PFS of 7.4 months after crossover vs. 16.5 months in the second line, but the discussant also highlighted that the crossover was non-randomized, and enrolled patients who progressed early on sunitinib (mPFS 5.7 vs. 9.2 months for the full arm). COGT also disclosed treatment duration by arm. Median treatment duration was 61.4 weeks (~14.1 mo) for patients randomized to the combination, compared with 23.9 weeks (~5.5 mo) after crossover (vs. 42.4 weeks (~9.8 mo) on sunitinib monotherapy). Compared with the randomized combination arm, crossover patients had fewer serious side effects and needed fewer dose cuts, with lower rates of Grade 3+ treatment-related AEs (39.1% vs. 71.6%), dose reductions (25.8% vs. 55.9%) and treatment-related discontinuations (2.3% vs. 7.4%). All-grade liver-enzyme increases (ALT/AST) were only modestly lower (46.9% vs. 56.4%) despite less than half the time on drug.

$MRNA $XBI - our we finally seeing some degrossing of $MRNA with money moving out & into other quality #BIOTECHS 🤷‍♂️👍👊. Fingers crossed

$AVR TCT Innovation 3: Emerging Concepts and Innovations in TAVR
 Sunday, November 1, 2026, 10:45 AM - 12:15 PM PST Room: Innovation Theater The Novel Biomimetic Medium DurAVR THV Balloon-Expandable Valve (Anteris): First Report of the 30-Day Clinical and Hemodynamic Outcomes Presenter: Azeem Latib, MD
 2)   TCT Innovation 15: Live Case-in-a-Box Innovation: Emerging TAVR Technologies
 Tuesday, November 3, 2026, 8:35 – 9:35 AM PST Room: Innovation Theater

$BHVN LR PT $26 Don’t Be Surprised If This Drug Gets Approved Bottom Line: It’s difficult not to be incrementally more positive about this situation after speaking with management. It just sounds like the recent FDA swerve has rejuvenated the likelihood that this NDA package will finally get approved. Mgt has submitted 4-year data and additional supportive analyses with the resubmitted NDA and is seeking a broad label with SCA based on its discussions with the FDA

$RLAY GUGG caught up with MGT guided updates for vascular anomalies (VA) &1/2L mBC,YE26. VA: consistency vs. prior update is likely to be a success. While base case remains an accelerated approval (AA) for PROS, an alignment for AA inclusive of LM would represent significant upside.see a line of sight toward $1B for this indication. On 1/2L mBC, mgmt is likely to provide: (1) an enrollment update for its Ph 3 ReDiscover-2 study of 2L+ PIK3CAm HR+ mBC; (2) an outline for the design of zovega + atirmociclib (PFE) + ET triplet in 1L HR+ mBC. To-date Ph 1b data confirms high dose intensity for all medicines, crucial for the multi-year 1L treatment durations. Additional Ph 1/2 triplet data during 1H27 should de-risk the regimen. Bottom line, with three (two meaningfully de-risked), commercially lucrative shots on goal, we believe RLAY has the potential to significantly exceed $3B in peak sales with an unencumbered, strategically important asset.

$JANX Fireside Chat: New B-Cell Depletion Approach (ARM) – This Thurs, 1pm ET/ cantor

$DYN RJ Risk-Reward Too Good to Ignore + Deep Dive on DYN's Z-Ros and Fab 4 (DMD) Programs; TP to $41 estimate z-ros U.S. accelerated approval can support a ~$500-$700M U.S. peak revenue opportunity, while success in the ongoing Ph3 FORZETTO trial could increase this peak to ~$1.5-2.3B on expanded U.S. penetration and unlocking key global markets

$COGT $CLDX

$COGT Stifel Investment Thesis COGT's bezuclastinib put up a historical PFS in the Ph3 PEAK study of bezuclastinib 2L GIST which has driven M&A speculation. COGT has also presented positive pivotal data in advanced and non-advanced systemic mastocytosis (AdvSM, non-AdvSM) expected to support approval of bezuclastinib as a second-mover in both SM indications. model ~$2.5B in global revenue for bezuclastinib by 2035 (inclusive of non-AdvSM, AdvSM, and GIST). value COGT at ~4x EV/5yr forward sales, which is in line with recent biotech M&A (~4-5x deal value/5yr forward sales).

$ZURA •TibuSHIELD topline data in hidradenitis suppurativa (HS) remains on track for Q4 2026; enrollment completed with 247 participants randomized, exceeding target •TibuSURE topline data in systemic sclerosis (SSc) remains on track for H1 2027; enrollment completed with 91 participants randomized, exceeding target •NEXUS-PMR, a Phase 2 study evaluating tibulizumab in polymyalgia rheumatica (PMR), remains on track to initiate by year-end 2026 •Cash and cash equivalents of $187.7 million as of September 30, 2026, which is expected to fund planned operations through at least the end of 2028

$ZURA Zura Bio Reports Third Quarter 2026 Financial Results and Recent Corporate Updates | Zura Bio Ltd investors.zurabio.com/news-r…

$KNSA ARCALYST® (rilonacept) Q3 2026 net product revenue of $286.0 million, representing ~58% year-over-year growth – – ARCALYST 2026 expected net product revenue increased to $1.045 - $1.050 billion – – KPL-387 pivotal Phase 3 data expected in 2H 2027 – – Conference call and webcast scheduled for 8:30 am ET today –

$SOFI nice to hear for guidance good news is @SoFi is executing as well as we ever have. I now have as much confidence in our ability to drive durable growth in a high rate environment as I do in a low rate environment.

$PCVX Salim —Worth noting, $PFE's own slides state that "modeling predicts ≥22/25" ST non-inferiority (i.e., implies base case ~three ST misses) in a Ph3 trial. should help investor confidence in VAX-31 infants.