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
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$CRBP I actually missed the 13G filing showing RA taking a 9.9% stake in Sept, post obesity data. So it's good to see them seeing the value opportunity with CRB-701:ir.corbuspharma.com/sec-fili…
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Replying to @aditharun_
It worked in 2L
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Replying to @PositiveTopline
I'll take my chances regardless given valuation and pending catalyst
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$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…
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BioValues retweeted
$XBI first time seeing decent buying in XBI in nearly a month. 157, 158, 156 calls for end of year. Can we get first weekly XBI green close in 6 weeks lol?
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$XBI are we back? Santa rally ahead?
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BioValues retweeted
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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$xbi almost to Santa Rally time. November the strongest month historically and December good too. 🤞
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Replying to @ElMonoGran42994
Big EOY bounce in biotech coming after Oct IMO. Good thing their data is then too. Nov best month for sector
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$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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$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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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. $XBI not capturing the true extent
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$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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Replying to @ElMonoGran42994
for once I agree with you $XBI
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Replying to @JeremiahEnglan5
sold some ya
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