🧑🍳 | Serving up alpha in the markets since 2000.
Joined February 2026
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$COYA $4.99— This undiscovered gem is going much higher into Q1 2027 topline COYA 302 in ALS data----Treg‑modulation story getting real. Lead combo COYA 302 now Fast Track, strong early ALS/FTD signals, and cash runway into H2’27. Multi‑modality Treg platform positioned for neuroinflammation + neurodegeneration. Low float, high‑leverage catalysts ahead. (BlinkX90 approves of this message) s201.q4cdn.com/307844724/fil…
ESMO abs dropping. I am on them all.
$IMTX — all three abstracts out. Short version: no new efficacy numbers. Old cutoffs, repackaged prior data.
IMA203CD8: 38% confirmed ORR, 89 patients, 50% in gyn cancers at the real doses, 8 of 9 responses still going.
IMA402: 30% confirmed ORR at RP2D, all 6 responses ongoing.
anzu-cel: 56% confirmed ORR, same as ASCO. New color is durability — high effector-to-tumor ratio predicts PFS past 12 months.
Safety clean across all three. No Grade 5 events.
The real binary is SUPRAME Phase 3, H1 2027.
Orals Fri/Sat could show fresher numbers than the abstracts — I'm watching those too.
WYY — I'm watching this one like a hawk and I have nailed this one up down and sideways for months. (My Wide Point Agent is getting a massive bonus this year)
GAO sustained the protest, DHS is re-running the $3B CWMS 3.0 award.
CFO just resigned. Stock's been cut in half. When, if the re-award hits, I'll nail it.
$WYY CFO Robert (Bob) George resigned, tendered October 9. Details from the filing:
Effective: upon filing of the Q3 10-Q (quarter ended Sept 30) — so not immediate; he's still CFO until that filing, which is typically mid-November.
Stated reason: personal and family reasons, no disagreement with the company.
Transition: he'll stay on in a non-officer capacity to hand over responsibilities.
Successor: none named yet.
sec.gov/Archives/edgar/data/…
$WYY CFO Robert (Bob) George resigned, tendered October 9. Details from the filing:
Effective: upon filing of the Q3 10-Q (quarter ended Sept 30) — so not immediate; he's still CFO until that filing, which is typically mid-November.
Stated reason: personal and family reasons, no disagreement with the company.
Transition: he'll stay on in a non-officer capacity to hand over responsibilities.
Successor: none named yet.
sec.gov/Archives/edgar/data/…
There aren't many tax-loss sellers left. Everybody who was going to puke already puked.
I'm licking my chops here. But I'm being patient.
$COGT — fits your screen. Late-stage, pre-commercial: two PDUFAs in five weeks (Nov 30 GIST, Dec 30 NonAdvSM), third NDA already filed. Down ~32% from the $43.73 52-week high, ~$29.50, ~$5B mcap. Funded into late 2028.
My thesis: buyout candidate once approvals land — Blueprint went for $9.1B + CVR. No bid, no process, just my read. I'm long. #nobrainer
$GUTS — The 38% was not good enough.
Revita met its endpoint, but ~38% less regain missed the ~50% bar the market wanted — same shape as Jan's read that sank it.
From +14% premarket to $1.97 now, down ~52% on the day.
I flagged it this morning. Read the data, not the headline.
$GUTS — Revita hit 6-month co-primary in REMAIN-1: 5.1% regain vs 8.2% sham (p=0.0023) post-tirzepatide. ~38% less regain is below the ~50% bar — same as Jan. 1-yr data Q1 2027.
Washed out, ~$60M mcap, $3.60 cash/sh, ~$84M in debt. Now trading up to $4.68 premarket.
ir.fractyl.com/news-releases…
$GUTS — Revita hit 6-month co-primary in REMAIN-1: 5.1% regain vs 8.2% sham (p=0.0023) post-tirzepatide. ~38% less regain is below the ~50% bar — same as Jan. 1-yr data Q1 2027.
Washed out, ~$60M mcap, $3.60 cash/sh, ~$84M in debt. Now trading up to $4.68 premarket.
ir.fractyl.com/news-releases…
$CAPR — flagged the setup yesterday and I figured it would move some, +10% today.
FDA's new rare-disease paper wants evidence fit for small populations and more consistent reviews. That's deramiocel's setup into its Nov 22 PDUFA.
Paper names no products. PDUFA still decides it.
$CAPR — Read FDA's new rare disease white paper just out.
FDA’s new rare-disease white paper calls for evidence expectations tailored to small patient populations, innovative trial designs and more consistent regulatory reviews.
Potentially encouraging for deramiocel ahead of its Nov. 22 PDUFA.
The paper names no products and grants no approvals. But the policy direction deserves attention
fda.gov/media/195694/downloa…
$SHEN Excellent work! The capex cliff + penetration leverage framework is the cleanest explanation of this setup I've seen, and the Ziply comp makes the PE pattern click. Your DD has run big before for a reason. This one deserves attention. @Raunav410657 is so underfollowed.
Post is live! Check it out on Phynvesting. Sometimes the impatience of others creates opportunities for retail investors. By studying the action of Private Equity, I’ve found my next Multibagger opportunity.
phynvesting.substack.com/p/p…
$CAPR — Read FDA's new rare disease white paper just out.
FDA’s new rare-disease white paper calls for evidence expectations tailored to small patient populations, innovative trial designs and more consistent regulatory reviews.
Potentially encouraging for deramiocel ahead of its Nov. 22 PDUFA.
The paper names no products and grants no approvals. But the policy direction deserves attention
fda.gov/media/195694/downloa…
$ARWR 73% (that's the tweet)
$ARWR — Big platform moment.
ARO-MAPT proves Arrowhead's TRiM platform can deliver siRNA across the blood-brain barrier with a simple subcutaneous shot — clinical validation, not a mouse story.
Tau knockdown: mean 73% in CSF at Day 105, max 85%. Supports quarterly dosing.
Interim data — full details on today's webinar at 2:30 PM ET. I post catalyst plays like this all the time — follow along.
arrowheadpharma.com/en-us/ne…
$COYA — OLE greenlight on ALSTARS.
Patients and investigators asked to stay on COYA 302 past 48 weeks,(hmmm,could it be COYA302 is actually working? just a thought) so Coya is opening an extension starting November. Trial on track, topline still early Q2 2027, cash runway still past the readout.
ir.coyatherapeutics.com/news…
$ARWR — Big platform moment.
ARO-MAPT proves Arrowhead's TRiM platform can deliver siRNA across the blood-brain barrier with a simple subcutaneous shot — clinical validation, not a mouse story.
Tau knockdown: mean 73% in CSF at Day 105, max 85%. Supports quarterly dosing.
Interim data — full details on today's webinar at 2:30 PM ET. I post catalyst plays like this all the time — follow along.
arrowheadpharma.com/en-us/ne…
$ARWR Time for shorty to start covering into?
Arrowhead Pharmaceuticals to Host a Webinar with Interim Clinical Data from a Phase 1/2a Study of ARO-MAPT for the Treatment of Alzheimer’s Disease and Other Tauopathies
arrowheadpharma.com/en-us/ne…
$VSTM — Triple-header morning.DATA: VS-7375 900mg in pancreatic cancer — 41% ORR (50% in 2L), 86% disease control, 2 complete responses. NSCLC 43% ORR. Safety clean, 2% discontinuation. Phase 3 1L pancreatic opens by year-end.
FINANCING: $250M priced at $8.00 (~31M new shares). That's the fade from $9.24 to $8.55.
CEO: Paterson retiring, Bailey (ex-AVEO, led FOTIVDA) takes over Jan 1. Planned transition. Real data, funded to run the Phase 3s.
I post catalyst plays like this all the time — follow along. This one from the 3s! 🔥🔥
investor.verastem.com/news-r…
$VSTM — $8.20, up from the $3s. So very sweet.
VS-7375 R&D webcast Wed 10/14 — first ORRs in KRAS G12D pancreatic/lung/CRC (~20 pts). 20% short.
Investigator anecdote below: dramatic lung response, cough gone in 10 days (n=1, unverified).
$CTMX Agreed — Cantor's $12 aside, the setup: $2.42 at 52-wk lows, $543M mcap, $1.64/sh cash. YE update could drop soon. Diarrhea fix (35%→10%) + ~7mo PFS matches 4th-line OS — if OS prints 10mo+, that's Lonsurf+bev in tougher patients. Swing in, sell the pop. Caveat: no set date.
ir.cytomx.com/static-files/d…
$CTMX Cantor Overweight, Target: $12.00)
Varseta-M YE26 Data Could Be a Confidence Catalyst Ahead of Phase 3
$BNTC BNT113 + Keytruda missed its first main goal (PFS) in HPV16+ head & neck cancer, but the trial continues for overall survival — and under the design, a strong OS result can still make it a win. No numbers released, no safety issue cited.
globenewswire.com/news-relea…
$CRVO ISFTD late-breaker this AM: neflamapimod Ph2a in nfvPPA, 12-wk NfL + GFAP (Plenary 6, Hot Topics). No PR yet. NfL is the gold-standard neurodegeneration marker; zero approved drugs in nfvPPA. $45M mcap, 12.7% short.
Monday's reaction day — follow along.
Neflamapimod Late-Breaking Oral Presentation
Title: Initial Biomarker Results from a Phase 2a Clinical Trial of Neflamapimod in Patients with Nonfluent Variant Primary Progressive Aphasia (NCT07033481)
Session: Plenary 6 (Hot Topics)
Date/Time: Sunday, October 11, 2026; 8:30 a.m. - 10:30 a.m. ET