BioValues retweeted
Replying to @HOThomasWPhelps @scowl731
BioValues retweeted
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.
$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
BioValues retweeted
$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.
Replying to @john_hersc79276
Market bad? No one expects anything? Despite mgmt hinting otherwise
Replying to @ElMonoGran42994
will rocket on data, so i'm ok with that.
$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
$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'
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…
Replying to @Bionavgator
We'll see, I got the opposite impression given recent RMAT on unreleased interim data and them talking about moving into pivotal study based on what they are seeing
$LXEO back above $3. Could have bought this in $2.50s a few days ago. Key data imminent
$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…






