WC @Sanctuary_Bio
Biotech investor. Tweets reflect my own opinion Joined April 2017-
Tweets20K
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Followers8K
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Following371
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Likes40K
There we go...in the last decade for $XBI every calendar year has had a 20%+ drop (closing basis) except 2017 And now 2024 is no different 🥂
Hi folks, after a crushing outcome in '23, I am looking for an opportunity to contribute and help build. I am incredibly grateful for this community on this platform. It has been nothing short of life changing to my intellectual and professional trajectory being able to observe…
$BMRN Who could have possibly seen that Roctavian would be a commercial flop It's not like Hemlibra is a thing, unable to drink alcohol, steroid use, etc
Definitely a 💤 kind of day so here are some pics of my doggo
Ok so Monster has returned 220,000% over the past 30 years and $10k invested in the early 1990s would be worth over $2 million ish today and THIS was their mindset back in 2006. They aren't shareholder centric. They are *product* centric. Big lesson in that.
Interesting news coverage on the PIPEs issue for the sector this wk - .. from someone who never participates any PIPEs - just from an old timer public investor PoV - I hate the PIPEs and AVOID companies doing such -.. one of the reasons I cited years ago about Chinese Biotech and…
congrats fam, 2024 bear market averted another day
$BHVN with the $200M offering before their R&D day unlikely to inspire confidence
idk how $XBI will do (and honestly I don't care), but just looking at volatility, there has been a 20%+ drawdown in every calendar year in the last decade except for 2017. That would be 82.31 here from 2/27 close
What a beautiful Friday afternoon, let me check my portfolio before I head out to enjoy the weather oh my god
Does anyone else feel like 2024 is shaping up to be one of the best years yet to generate alpha, perhaps even more so than 2023? $XBI is only up 2.4% ytd but incredible opportunities on both long and short side. It's shaping up to be a banner year for many!
Imagine having your head this far up your ass I know Twitter rewards engagement, but I'm amazed he has over 20k followers
Brad Loncar @bradloncar
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1.3M Followers 1K Following Professor of Neurobiology & Ophthalmology at Stanford Medicine • Host of the Huberman Lab podcast • Focused on science & health research & public educationThere are TWO Phase 3 trials for CD19 mAb inebilizumab in autoimmune disease reading out 𝑻𝑯𝑰𝑺 𝒀𝑬𝑨𝑹 MG classic.clinicaltrials.gov/ct2/show/NCT04… SSc classic.clinicaltrials.gov/ct2/show/NCT05… I expect SSc to work. MG tougher call for me. $AMGN $ELYM $CGEM
@Sanctuary_Bio He just needs to hold it down until the buyout, because his resume doesn't exactly scream 'commercial.' And who knows, maybe he's learned a thing or two about what doesn't work
$ELYM > or = $ALPN in PMN?! very small n obvi but just sayin nice initial data from $ELYM with PMN update later this year... non cell tx* CD19 I&I is 🔥🔥🔥 *emphasis on non cell tx, pls stop w/ this. thx.
Update on House Fly Seeing the market wanting higher without much volatility, I’ll give an update on House Fly, especially since it’s a topic that is near and dear to my heart, all about me. We’ve been busy gardening for the spring and as a result I’ve also been afflicted by…
$exel Interesting that consensus has cabo growth of 8% next year. Big pharma pointing out Part D redesign headwinds. Cabo is over 60% part D with most sales certainly in the catastophic range.
@Bakery_bros They should put a blue checkmark on the outside.
The blatantly obvious answer - Japan price controls annihilate any successful drugs. If Democrats continue to think with no logic, same will be true in the US soon. trinitylifesciences.com/blog/japans-la…
Pro-tip for hapless Uni Presidents. You give students (and Professors) acting in violation of the law 24 hrs to clear campus and respect all rules and regulations. If they fail to obey, you expel/fire them. This allows civility to return to your campus, classes/graduations resume
To say I’m disappointed in my alma mater @mcgillu would be an understatement. It’s day 2 of this antisemitic encampment that goes against the university’s code of conduct and absolutely no action is being taken.
We aren’t cancelling enough people. Clout chasing on not paying fees for a charity race and then telling this long, lameass story on top of it. Of course there are a million braindead blue checks in the comments saying this is inspiring
Another one $CGEM 2 cycles of low dose blina in N=6 refractory RA. Minor fever. Robust B cell depletion. 50% red. in relevant auto-abs. Avg. 2.5pt DAS28 response, functionally achieving remission. Most pts. then put on maintenance abatacept, so little insight into durability
In 6 patients with multi-drug resistant #RheumatoidArthritis, the CD19-CD3-targeting bispecific T cell engager #BiTE blinatumomab reduced disease activity and led to reductions in autoantibodies #autoimmunity @grieshaber @UniFAU nature.com/articles/s4159…
Worth mention as well that these patients were treated at FAU Erlangen by George Schett, of CD19 CAR-T fame
Another one $CGEM 2 cycles of low dose blina in N=6 refractory RA. Minor fever. Robust B cell depletion. 50% red. in relevant auto-abs. Avg. 2.5pt DAS28 response, functionally achieving remission. Most pts. then put on maintenance abatacept, so little insight into durability
@oncinvestor @Sanctuary_Bio @adar170 @drsprs Yeah. No position but just thought it was interesting they were able to pull it off with only 100% warrant coverage given how desperate they clearly were.
@Sanctuary_Bio @AaronRosenblum5 @oncinvestor @adar170 @drsprs warrant arbs are so back
Probably a few exceptions like $TSRO $SRRA where smaller biotechs have made a very good ROI on oncology discards from larger biotechs/pharma but seem to be more examples like $VINC $PBYI $CLVS where that strategy has failed miserably
$VINC is what happens when you shop a wall-crossed PIPE with bad data, and get turned down by funds.
$GOOGL $META are getting ahead of the new capital gains taxes. Growth stocks are dead. Long live dividends.