$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
$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.
$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
Replying to @ElMonoGran42994
read it and weep lmao. Time to get a new job, just can't compete
$NKTX ACR abstracts out, from May cutoff. Early data showing very clean safety, robust B-cell depletion, and activity/responses at all doses in myositis and SSc. Don't think this will be under cash after Nov formal data announcements at ACR. Pivotal trials on deck soon
$SCYX IMO has sell the news all over it in this bad biotech market. It's a ph1 healthy volunteer PK/food effect study and last year tanked on a similar setup. Anyone telling you differently is trying to manipulate the stock at your expense
$BCAB originally was supposed to get $40M upfront (20x current market cap lol) for selling off 35% of the ph3 ready Oz-v for HNSCC. Deal never closed and they did SA due to Nasdaq listing issue. All signs point to a modified deal coming by EOY which at $2M MC, could get crazy
$BCAB very bullish 8k out for whatever they are working on with Inversagen AI. At $2M, and on OTC, as lotto as it gets, but can explode by EOY if they get a deal done, which the 8k hints at. inversagen.ai/
$LXEO reason I like it here at lows. In Aug got RMAT for LX2020 on (likely) new interim clinical data that only FDA saw. That data is coming in q4 along with FDA guidance for next steps (likely pivotal trial). Company is bullish on the program based on recent Sept investor confs
$LXEO started good size position down here. Can lightning strike twice? Beaten to a pulp on no news.














