@BioValues

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
  • Tweets25.5K
  • Following384
  • Followers10K
2.4KMedia
$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?). $90M market cap
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$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…

Inversagen AI | Curing age-related diseases

Ten drug assets. 100+ patents. Clinical outcomes predicted with better than 80% accuracy.

inversagen.ai
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BioValues retweeted
AJ
@BOSSTRADING023h
$XBI first time seeing decent buying in XBI in nearly a month. 157, 158, 156 calls for end of year. Can we get first weekly XBI green close in 6 weeks lol?
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$XBI are we back? Santa rally ahead?
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BioValues retweeted
Daphne Zohar
@daphnezoharOct 16
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 $BBC
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$PEPG heavy outperformance in this market
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$xbi almost to Santa Rally time. November the strongest month historically and December good too. 🤞
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$NKTX down to $140M market cap vs $240M cash, which lasts into 2029 (don't think you can find that safe anywhere in biotech, factoring in near term data too). On top of that at a major support area going into key Nov data. I like my odds at this level when biotech turns around.
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$NKTX In my opinion the "safest" biotechs to be in are ones that very strongly well capitalized, with long cash runways, no need to raise, and major near term data inflection points. NKTX checks all the boxes
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I like the chart and the upcoming data on $NKTX in Nov. 6th thru the 11th ...I think they got something cooking here.
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Another bloodbath in biotech. $XBI not capturing the true extent
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$lqda save the $xbi?
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$XBI holy fuck it's bad out there in bioland. Not April 2025 bad, but XBI is wwwaaayyyyyy underselling how bad things are in clinical stage and smid caps
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$XBI so what was the "catalyst" that is crushing biotech today?
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$lxeo back to $3 buy level
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$NKTX near major $2 support. Going to continue to argue this is one of the best R/R plays going into initial CAR NK data in 4 weeks. $240M (June) cash vs $150M market cap and mgmt hinting they are seeing CAR-T like efficacy, durability and robust safety. Due for big move IMO
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$NKTX when you have this level of extreme pessimism going into data (aka no one believes it's going to work), this is where dramatic upside occurs. These are the setups I live for and have made my largest returns off of
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$XBI biotech bottom in yesterday?
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$VSTM from a LinkedIn post:
CrozrX
@CrozrXOct 8
🎯 Remarkable clinical observation with Verastem Oncology KRASi G12D ON/OFF, VS-7375. A 45-year-old patient with 🫁 adenocarcinoma, debilitating cough and no remaining treatment options in his home country. Cough resolved within 10 days. Striking radiographic improvement at 2 weeks, with further improvement by week 6. Already in cycle 3, well enough to travel home and attend to his business. All within a matter of weeks!! What an extraordinary time for KRAS research, and how far the field has come! An important reminder of what early access to clinical trials can mean, not only for disease control, but for the life a patient can return to. Looking forward to the broader VS-7375 clinical update on October 14, across multiple tumor indications. Appreciate Dr. Al Mutar sharing this case! 📎 lnkd.in/p/gZKMkufA
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$XBI huge closing blocks once again. Gotta be some fund rebalance happening
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