BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Joined September 2015
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Wonderful Day for me. - celebrating 25 GREAT years with my WIFE & best friend today. Best decision I ever made - happy #anniversary to my WIFE ❤️❤️
Tomorrow 23 year anniversary +8 years of dating -like @SheffStation I started young 😃 MY WIFE best #LONGTERM Decisions I ever made ❤️❤️❤️ xitter.cf/tgtxdough/status/78728…
$ABOS Cantor follows up with new note on $ABOS mkt cap of $143M and $79M in cash,we like the asymmetric risk/reward set up and see meaningful upside should the P2 show efficacy and favorable safety/tolerability profile.
Key 2026 Catalysts
P2 ALTITUDE-AD topline data of sabirnetug (IV) in AD in November 2026.
$ABOS BofA with a credible case for differentiation on efficacy and possiblysafety, see favorable risk/reward ahead of ALTITUDE-AD's late-2026 topline. Maintain Buy,$8 PT
$XBI #Biotechs - still seeing several Biotechs at least to my eyes - data was much better then what stock price is implying??
$XBI #Biotechs - generalist note As Q4 begins, investors are a
bit shell-shocked by recent brutal downturn. Though engaged, they are somewhat more
cautious &are looking to preserve YTD gains rather than risk them by being aggressive.
Nonetheless, our analysis suggests the financial reports of most commercial companies will be
SOLID , &that there are plenty of notable catalysts among the developmental. are hopeful
that good fundamentals will help return interest to the sector.
$NVS BofA Feedback from KOL Dr Shuvro Roy on remi PIII data at MS Toronto. Takes 1) remi data good but not replacing CD20 2) prefers remi over fene on safety 3) use in naive, oral switches & post-CD20 $TGTX
$TGTX as much as I like the AZER data & also how nothing was priced in - the MOVE in $TGTX today I am confident in has all to do with $NVS underwhelming data - as that was one of last bear thesis even BofA had kelo.com/2026/10/23/novartis…
$TGTX Jefferies PT $83 like the updates from TGTX at MSToronto. Azer-cel first-in-human allo CD19 CART in
PMS data showed good tolerability/ safety &encouraging benefit. Still early days (no credit in current
stock), this could evolve into a bigger story if efficacy/ durability continues. Subq Ph1 data continued to
point to a potential Ph3 win ~'26/ '27.
$TGTX unreal to think we’re talking -REGISTRATION trials for something not ONE analyst had anything in their models for - but that’s what GREAT data in UNMET needs does - Q3 call in weeks. Azer & SUBq should dominate the call - I fully believe Weiss & $DTIL moves quickly as they can- Enthusiasm by DOCS & patients quickly growing
$UTHR Cantor raising PT on UTHR to $850 (from $700), and it continues to be one of our favorite names to own heading into 2027. UTHR has been a high conviction call for us this year, and even though investors have certainly warmed up to the story, we still see plenty of upside from here.
$TGTX early AZER CEL beats ROCHE?? Early efficacy signals hold up against the Ph3 PPMS evidence base, despite a sicker, anti-CD20-refractory population. Azer-cel enrolled
patients more disabled, older, and more heavily pre-treated than either RHHBY's Ph3 ORATORIO or Ph3 FENtrepid PPMS trial, with a
median EDSS of 6.0 vs. 4.5 in ORATORIO and 5.0 in FENtrepid, a median age of 51.5 vs. means of 44.7 and 48.9, and 100% prior anti-CD20
exposure where ORATORIO excluded prior B-cell therapy.
$TGTX BRILEY PT $86 AZER CEL TGTX (Buy, $86 PT): Azer-cel’s first data show a clean safety profile, with efficacy now a function of dose &time. All 26 participants
had progression independent of relapse activity (PIRA) in the prior 12 months despite anti-CD20 therapy. They had a median of 3 prior
therapies, a median age of 51.5, a median of 8.6 years since diagnosis, and a median EDSS of 6.0, split across PPMS (9), naSPMS (10), and
active SPMS (7). CRS (2/26, Grade 1-2) and ICANS (2/26, Grade 1) showed no dose trend from DL1 (30M cells) to DL6 (500M cells). There was
no immune effector cell-associated hemophagocytic lymphohistiocytosis-like syndrome (IEC-HS), no graft-versus-host disease, no Grade 3
or higher infection, and 42.3% (11/26) of patients experienced Grade 3 or higher treatment-emergent AEs and 15.4% (4/26) experienced
serious AEs (4/26).
$TGTX AZER CEL - checks off Biomarkers confirm peripheral and CSF target engagement and an immune-reset phenotype, with humoral immunity preserved and
no early injury signal. Two key questions for CAR-T in progressive MS are whether they can reach B cells behind the blood-brain barrier,
and reset rather than simply suppress the B-cell repertoire.
$TGTX BRILEY PT $86 AZER CEL TGTX (Buy, $86 PT): Azer-cel’s first data show a clean safety profile, with efficacy now a function of dose &time. All 26 participants
had progression independent of relapse activity (PIRA) in the prior 12 months despite anti-CD20 therapy. They had a median of 3 prior
therapies, a median age of 51.5, a median of 8.6 years since diagnosis, and a median EDSS of 6.0, split across PPMS (9), naSPMS (10), and
active SPMS (7). CRS (2/26, Grade 1-2) and ICANS (2/26, Grade 1) showed no dose trend from DL1 (30M cells) to DL6 (500M cells). There was
no immune effector cell-associated hemophagocytic lymphohistiocytosis-like syndrome (IEC-HS), no graft-versus-host disease, no Grade 3
or higher infection, and 42.3% (11/26) of patients experienced Grade 3 or higher treatment-emergent AEs and 15.4% (4/26) experienced
serious AEs (4/26).
$TGTX BRILEY PT $86 AZER CEL TGTX (Buy, $86 PT): Azer-cel’s first data show a clean safety profile, with efficacy now a function of dose &time. All 26 participants
had progression independent of relapse activity (PIRA) in the prior 12 months despite anti-CD20 therapy. They had a median of 3 prior
therapies, a median age of 51.5, a median of 8.6 years since diagnosis, and a median EDSS of 6.0, split across PPMS (9), naSPMS (10), and
active SPMS (7). CRS (2/26, Grade 1-2) and ICANS (2/26, Grade 1) showed no dose trend from DL1 (30M cells) to DL6 (500M cells). There was
no immune effector cell-associated hemophagocytic lymphohistiocytosis-like syndrome (IEC-HS), no graft-versus-host disease, no Grade 3
or higher infection, and 42.3% (11/26) of patients experienced Grade 3 or higher treatment-emergent AEs and 15.4% (4/26) experienced
serious AEs (4/26).
$TGTX AZER CEL data even more impressive when you look at baseline of these hard to treat patients - All 26 participants had PIRA in the prior 12 months; all had prior anti-CD20 therapy
$SOFI treat the 10/27 mark (3Q26E EPS of $0.07 vs. $0.165 consensus) as a downside sensitivity and an event risk, not the organizing principle: a 10th-percentile mark costs ~$0.24 of one-time EPS and leaves $1.11 of FY28E EPS (18x = $20) intact for ~0.5pt of CET1 (~15% by 2H27E on our model), and 16.9% of float short suggests much of it is discounted.
believe SOFI among the neos represents most compelling tuck in value for an incumbent bank or tech platform.
Monness Crespi Hardt🏁 $SOFI Buy-$20
$HOOD $AFRM PYPL UPST
Monness Crespi Hardt said in its initiation report:
Cheap at 13.2x our FY28E EPS: the -13% since 7/28 has moved essentially in step w/ rate markets turning to price hikes, the reset is largely hedged and, in our model, a one-quarter event, $14.62 discounts only ~3.3% perpetual growth, and ex the mark we are ~7% above the Street on FY27E-FY28E EPS.
Underneath, the product engine is accelerating: products +42% to 24.4m in 2Q26 (twice the member adds), 51% of new products opened by existing members (35% a year ago) and the Tech Platform +13% q/q after the Galileo client loss (with a call option on stablecoin bank tech adoption for settlement issuer processing embedded).
We treat the 10/27 mark (3Q26E EPS of $0.07 vs. $0.165 consensus) as a downside sensitivity and an event risk, not the organizing principle: a 10th-percentile mark costs ~$0.24 of one-time EPS and leaves $1.11 of FY28E EPS (18x = $20) intact for ~0.5pt of CET1 (~15% by 2H27E on our model), and 16.9% of float short suggests much of it is discounted.
We believe SOFI among the neos represents most compelling tuck in value for an incumbent bank or tech platform.
$XNCR Truist Collectively, believe XmAb819 emerged from ESMO as a new contender in ccRCC, with differentiated efficacy, manageable safety and a potentially expedited path to market. The update strengthens our conviction in XmAb819 as a key value driver of XNCR's wholly owned pipeline. Reiterate Buy.