🧙🏻 (@augurbio) profile picture

🧙🏻

@augurbio

l/s biotech

augurbio.substack.com
Joined September 2025
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  • Following464
  • Followers1.5K
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$LRMR write-up is live on Substack w/@AgonInvestments Bulletproof? This time we’ll let you make your own judgments. As always, thanks for the support, and a big thank you to my co-author. open.substack.com/pub/augurb…
Image from 🧙🏻 (@augurbio)
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I try not to political post anymore because many of my followers and friends on Xitter don't share my beliefs, but I feel justified in saying: The American people delivered a crushing blow to MAGA and a stunning rebuke of our corrupt president Donald Trump. The tide is shifting.
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This politics of hate, division, and corruption has no place in our country and last night we made clear that we won't stand for it. I've never been as proud of my country as I am today.
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Whoever you prefer, get out and vote if you haven't!
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$SLS the moment of truth will soon be upon us. Will the baggies take home the win? Will short specialists prevail?
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$RZLT being early sure was a curse on this one. Expecting positive results for this upcoming readout, drug is clearly active. Unfortunately my pride has been keeping me from buying again. That may still change 👀
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$RAPP data is interesting. Certainly no home run, but for a catalyst that seemed to be a consensus fail...they managed to pull out a stat sig hit. Worth considering whether there's some meat on the bone (long) now that the catalyst is in the rearview. Would love to hear thoughts!
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Hoping this $SLN buyout will give us a bit of juice. Was quiet for a bit.
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Very exciting, @Sanctuary_Bio has always been one of my favorite voices in the space and has been a great mentor to me (and so many others). Can't wait!
WC (@Sanctuary_Bio) profile pictureWC@Sanctuary_BioOct 9
so was gonna keep this on dl but after more discussion think we can open up @WassimLaroussi3 will be interviewing me Monday morning. He has a list of questions already but we figured can open it up if there's something that can be useful to the community. so fire away.
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Little bit of wisdom picked up from traders much smarter than me: You don't need to galaxy brain every trade. Analysis paralysis is real, and getting TOO in the weeds can be to your detriment. Don't pass up on an opportunity you believe in trying to outsmart everyone. Play it.
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Still no major developments as of recent. Just kind of sitting on my hands as I await something interesting. I have initiated a (VERY small) long position in $SLGL in anticipation of their upcoming readout. This could 3-5x or go to 0, and I'm prepared for either outcome.
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Almost forgot, I have also taken a position in $HELP, and am deeply considering a play on $RAPP Right now I'm positive on the former, and leaning negative on the latter.
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Would love to short $MRNA and $TWST but it feels akin to jumping in front of a train at this point. Fundamentals are completely out the window.
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Apologies for my lack of activity recently, I've been quite busy. Overall I haven't had much to update on. Most of my positions have been getting crushed over the past few weeks like most other biotech portfolios. Hope everyone is surviving the drawdowns and managing risk!
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$XENE well that escalated quickly.
🧙🏻 (@augurbio) profile picture🧙🏻@augurbioSep 7
Replying to @augurbio
$XENE position is down (bought the buyout hype) $SPRB position is down (bought at $55) $TRAW sold at a loss (damn!) $ATAI sold at a loss (damn!) I take losses all the time, and I’m happy to admit that.
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It has come to my attention that my posts make it seem like I “always win,” so in the interest of transparency, here are some recent L’s I’ve taken: $CELC - calls went to 0 $BHVN - puts got destroyed $SLS - puts going to 0 $JSPR - bagged on commons $UPB - bagged on commons
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$XENE position is down (bought the buyout hype) $SPRB position is down (bought at $55) $TRAW sold at a loss (damn!) $ATAI sold at a loss (damn!) I take losses all the time, and I’m happy to admit that.
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Almost forgot about obesity. We probably need a few more drugs for that too.
🧙🏻 (@augurbio) profile picture🧙🏻@augurbioSep 5
Are we ever going to get an IPO that isn’t atopic derm or is that just the only indication that exists now?
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Are we ever going to get an IPO that isn’t atopic derm or is that just the only indication that exists now?
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There’s a lot of elitism in the biotech space. Never underestimate anyone…they might just be crushing you in the market.
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Quick poll for my scientists and biotech investors. Which LLM do you use for research? If not listed, comment below! Trying to decide which one is best for our purposes. I currently code with Claude and use Grok for general queries.
44%Claude
38%ChatGPT
13%Grok
5%Kimi/Deepseek
254 votes • Final results
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I didn’t list Gemini because it is laughably bad in my experience, but I’d be happy to hear from someone that uses it if there’s disagreement there! Would like to run local but don’t really have the hardware currently.
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