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
$XBI Santa rally coming? Nov best month historically
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Valuations are interesting: Negative new for $ARTV has it down 22%, trading at 25% discount to cash, but $NKTX which presents 3 new sets of data in 2 weeks is trading at even steeper 40% discount to cash despite having good safety to date.
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Replying to @scowl731
Safety and durability are the key questions always in these. So far NKX-019 shown to be safe, but they do use fludarabine as well so will have to understand that. NKX-019 is engineered CD19-directed CAR-NK cells w/ membrane bound IL-15 could aide in both durability/persistence and safety. Nkarta discussing safety in separate presentation in a couple weeks time as a key differentiating factor.
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$nktx data in 2 weeks will be interesting. They are engineered cd19 vs $artv. Ceo said bar is car-t like efficacy and durability, that's much safer
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BioValues retweeted
$xbi green, biotechs red.
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$NKTX now down to 50% below cash value, runway into 2029, with major data readout in 2 weeks (analyst called for 100% upside if data strong back when stock was mid $2s). Just sayin'
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$NKTX nice out-performance today off the bottom. Long way to run back up to cash value of $3+/share. If first ever CAR-NK data in two weeks shows a superior profile to CAR-T in autoimmune disease, these guys could dethrone CAR-T IMO
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$BCAB - $BOLT just got a merger done. $BCAB next on deck. Bank working for 7-8 months to get a deal done on assets. Likely turning into an AI biotech by end of year and only $2M market cap (multi-bagger upside). inversagen.ai
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$bcab Tungsten is involved with BCAB currently and were the same folks involved in today's $BOLT merger
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$NKTX — one of the cleaner run-up shapes on the board right now. ACR Convergence, Nov 8–9: first-ever autoimmune data for NKX019, Nkarta's off-the-shelf CD19 CAR-NK — myositis oral Sunday, scleroderma poster Monday, plus a safety oral Wednesday. CEO Paul Hastings at Stifel, on the ACR slots: "You don't get an oral presentation at ACR if you have shitty data." He kept coming back to durability + safety — dosed outpatient with just 2 hours of monitoring. The setup: $1.74, sitting on its 52-week low after six months of bleeding, with $3.40 a share in cash on the balance sheet. Market cap ~$125M vs $243M cash, runway into 2029, no raise hanging over the print. You're basically getting the data for free. Safety already telegraphed clean — no CRS, no ICANS in the abstract — so this trades on one thing: real responses in the efficacy cohorts.
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$XBI $MRNA single-handedly taking down the entire biotech sector
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BioValues retweeted
$MRK $MRNA data amazing HR .58. So $MRK $MRNA data leaked to this website which is now down. HR is .58. oncology-central.com/interpa…
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$LXEO back above $3. Could have bought this in $2.50s a few days ago. Key data imminent
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$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?). $90M market cap
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$CRBP I actually missed the 13G filing showing RA taking a 9.9% stake in Sept, post obesity data. So it's good to see them seeing the value opportunity with CRB-701:ir.corbuspharma.com/sec-fili…
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$BCAB pretty sure they are about to announce a deal or merger with inversagen.ai. Market cap $2M and today filed for a $40M SEPA that is capped at daily volume and 4.99% ownership. Should explode if/when announced. ir.bioatla.com/node/10251/ht…
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BioValues retweeted
$XBI first time seeing decent buying in XBI in nearly a month. 157, 158, 156 calls for end of year. Can we get first weekly XBI green close in 6 weeks lol?
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$XBI are we back? Santa rally ahead?
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BioValues retweeted
FWIW hearing from M&A focused banks that there are multiple deals in the works and sounds like a couple of substantial ones could get announced in the near term (weeks). Will hopefully help with sentiment for biotech $XBI $BBC
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