Private biotech investor with a lot of luck - so far. Don't think that anything that I write makes sense (no investment advice!) and do your own DD! Good luck.
Earth
Joined February 2010
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The Pathfinder retweeted
Really?
In Fort Myers, FL with Oz & the Boss to announce U.S. harvested seafood labeling and $260 million in nursing scholarships.
The Pathfinder retweeted
$ROIV first expansion test for Lisraya passes.
Roivant and Priovant Announce Positive Results in CLARITY-1 and CLARITY-2 Phase 3 Trials for Brepocitinib in Non-Infectious Uveitis (NIU)
investor.roivant.com/news-re…
$SLN M&A by Merck KGaA, with a nice premium of 130,4% on last closing price / my no. 33 M&A totally, no. 3 this year silence-therapeutics.com/inv…
The Pathfinder retweeted
"What we learn from history is that people don't learn from history."
— Warren Buffett
"once-daily VK2735 doses of 27.5 mg, 35 mg, 55 mg, or placebo"
$VKTX Viking Therapeutics Announces Initiation of VK2735 Oral Phase 3 Clinical Program in Patients with Obesity - Oct 14, 2026 ir.vikingtherapeutics.com/20…
The Pathfinder retweeted
President Trump’s decision to lift sanctions on Russian fuel amidst Putin’s ongoing and brutal attacks on civilian targets in Ukraine makes no sense and is a betrayal of the legacy and leadership of the late Senator Lindsey Graham.
While Ukraine fights for its survival, Putin’s war machine continues to prosecute his terrorist war on civilian populations and innocent Ukrainians are dying every day.
Now, Instead of implementing the tough sanctions Lindsey Graham fought to his last breath to enact, President Trump has announced the United States is lifting sanctions on Russian energy, fueling the Putin’s war machine.
As I saw firsthand in Ukraine last month, Putin is losing this war. Ukraine has fought the Russian military to a standstill and reinvented warfare with drones taking the fight into the heart of Russia.
America should not be throwing a lifeline to Putin’s war machine. Now is the time to stand strong against Russian aggression as we did during the first Trump administration.
Putin doesn’t want peace. Putin wants Ukraine. I have no doubt that if Putin overruns Ukraine, it will only be a matter of time until Russia’s military crosses a border that our troops will have to deal with him.
America is the Leader of the Free World. For our National Security, for the security of our Allies in Europe including Ukraine, President Trump should rescind this deal immediately and return to the strong policies of our four years in the White House; impose harsh sanctions on any nation purchasing Russian energy and work with our allies to ensure Ukraine has the military support it needs to repel and defeat this Russian invasion once and for all. Slava Ukraini🇺🇸🇺🇦
May the president that secures Diesel for US citizens for 14 hours (!) and gives moral support to Russia for keeping on killing innocent Ukrainian civilians be blessed! MARGA - make America & Russia great again!
Trump: "I have just concluded a highly successful discussion with President Vladimir Putin, of Russia, wherein it was agreed that Russia will immediately supply over 300,000 Tons of Diesel Fuel to the American and Global Marketplace, another 500,000 Tons during the month of November, and 1,000,000 Tons immediately thereafter. Additionally, based on the condition of their Diesel Refineries, Russia will then deliver, within a short period of time, 3,000,000 Tons of Diesel Fuel."
The Pathfinder retweeted
3/ $OVID
Two shots on goal. A year-end PPR epilepsy readout for OV329, where ~50 years of data say a clean PPR read reliably translates to real anti-seizure efficacy. And the one we're most intrigued by: the OV4071 KCC2 ketamine challenge in early '27.
The CEO's framing on KCC2: it could be "a $KRTX or a Cobenfy times five." If she's even half right, that's a very big idea the market is pricing at almost nothing.
The Pathfinder retweeted
$XERS H Lundbeck (HLBBF) has expressed interest in purchasing the commercial-stage drugmaker. The Danish pharma firm has been working with advisers to explore an acquisition of Chicago-based Xeris (XERS), according to a Bloomberg report on Tuesday, which cited people familiar with the matter. A spokeswoman for Xeris (XERS) told Bloomberg the company is “not for sale” and is “laser focused on improving patient lives by developing and commercializing” its medicines. Xerix (XERS) has a market cap of $1.79 billion, while Lundbeck has a value of 43.3 billion Danish kroner ($6.6 billion).
$VKTX bears seem to be missing the forest for the trees. Yes, a maintenance study has an inherent healthy-tolerator/selection bias. But data look compelling: get the dosing right, and VK2735 is capable of delivering strong weight loss + maintaining with less frequent dosing.
The Pathfinder retweeted
$XERS big news today. Will analyst start adjusting their forecasts? There is going to be some very interesting projections. Xeris Biopharma will host an XP-8121 Program Overview at 10 a.m. ET detailing a comprehensive clinical development strategy, including Cornerstone, its Phase 3 registrational study design, as well as the commercial opportunity for XP-8121, its investigational once-weekly subcutaneous levothyroxine formulation for the treatment of hypothyroidism.
"We are excited to showcase our comprehensive development program for XP-8121 and highlight why we have a high level of confidence in its success," said John Shannon, CEO. "With a well-established unmet need and a differentiated product profile, we believe that XP-8121 could reach $1 to $3 billion in peak net revenue, cementing Xeris as a leading biopharmaceutical company. And most importantly, if approved, XP-8121 has the potential to redefine care and improve the lives of millions of patients."