Biotechnerd1's profile picture. Biotech💯.Day-trader. 16 years experience. Long/Short/Options. Always look for +\- perspectives in Biotech. Not Investment Advice.Catalyst Trades Focus 🚀🚀🚀.

BioPulse

@Biotechnerd1

Biotech💯.Day-trader. 16 years experience. Long/Short/Options. Always look for +\- perspectives in Biotech. Not Investment Advice.Catalyst Trades Focus 🚀🚀🚀.

置頂

$CYTK going to see $70 pre PDUFA. Label is especially important here. Intend to open a call spread closer to the event to max out premium. Will always been a OPP to add again in the future if it gets called away. Will wait until just before event(few weeks) as there is a buyout…


BioPulse 已轉發

28 hours until a face ripping re-rate of $SLNO valuation


BioPulse 已轉發

Biotech investing is not for everyone If you don’t know the sector best is to stay away So many variables to work against So many unknowns FDA, clinical data, safety, competition and cash crunch some variables that can affect the outcome of your investment But there’s…


BioPulse 已轉發

The uncertainty in biotech is supposed to come from clinical data risk -- NOT regulatory whiplash at the FDA. This will scare away much of the generalist capital that was finally looking at biotech again ( $QURE top holders include non-biotech specialists like Jefferies,…

Is there any precedent for the FDA reversing BLA regulatory guidance/commitments that they agreed to literally just four months ago? This FDA reversal feels like the type of thing that would make it impossible to plan or invest in biopharma. Uniqure $QURE FDA Alignment in June…

MattyKirsh's tweet image. Is there any precedent for the FDA reversing BLA regulatory guidance/commitments that they agreed to literally just four months ago?

This FDA reversal feels like the type of thing that would make it impossible to plan or invest in biopharma.

Uniqure $QURE FDA Alignment in June…


$LQDA - solid OPP here on dip @ open IMO @$24.


$OTLK - with BLA re-submission PDUFA will likely be circa May next year(Class 2/ pending FDA). Will likely do a little raise but bounced 2X + the last time. Another interesting trade with good R:R into next year!


$QURE $30. Huge bounce from drop to $11s. These crash and bounce trades present big opportunities in Biotech.

$QURE - pretty massive dip buy opportunity for the long term. Went to $11.24👀. Plenty of risk but R:R here compelling.



$QURE - pretty massive dip buy opportunity for the long term. Went to $11.24👀. Plenty of risk but R:R here compelling.


$CRBU - caution here! Needs cash - cynical antics this morning.


BioPulse 已轉發

$LQDA - PROFITABILITY - nicely done Achieved profitability in the first full quarter of YUTREPIA sales

$LQDA Q3 YUTREPIA net product sales of $51.7M - Achieved profitability in the first full quarter of YUTREPIA sales - More than 2,000 unique patient prescriptions and 1,500 patient starts to date. - Cash and cash equivalents $157.5M $UTHR



Largest beat on early launch revenue I can remember for some time - simple WOW!Nearly 30% of the float short. New highs incoming. $LQDA


Massive Beat $LQDA - this one going to rock.

$LQDA Q3 EPS $(0.04) beats $(0.40) Est. Sales $54.3M Beat $18.8M Est 🔥



BioPulse 已轉發

$LQDA Q3 YUTREPIA net product sales of $51.7M - Achieved profitability in the first full quarter of YUTREPIA sales - More than 2,000 unique patient prescriptions and 1,500 patient starts to date. - Cash and cash equivalents $157.5M $UTHR


BioPulse 已轉發

$CRBU update on its off-the-shelf CAR-T programs at 7 am ET.


Did I read that Piper report correctly - $80👀. To be clear I’m fine with $8😌. $UNCY


BioPulse 已轉發

Now that $NTLA is officially on clinical hold by the FDA, this is one of the most ridiculously overpriced valuations I've seen. The stock continuing to trade at $12.50 is insane to me - that's a >$800M enterprise value. It was as low as $5.90 after the first Grade 4 liver event…

Ok, so time to get serious on $NTLA. It is going to single digits. Total operating expenses in 1H25 were >$261M. That means that at the moment, they would have ~$500M cash. 107.3M shares outstanding means ~$4.66/share is cash value. BOTH of their lead programs have now had…



$PHAT 👀 - looks strong. Going to retest highs.

$PHAT Beat on Revenue Beat on Profit No more financing Profitability in 2026 Like this one into next year!



BioPulse 已轉發

M&A drama, with a dose of "America First" politics! So much fun... Novo Nordisk $NVO makes offer for obesity-focused Metsera $MTSR, aiming to outbid Pfizer $PFE statnews.com/2025/10/30/nov… via @DrewQJoseph


$PHAT Beat on Revenue Beat on Profit No more financing Profitability in 2026 Like this one into next year!


BioPulse 已轉發

$PFE is aware of the reckless and unprecedented proposal by $NVO to acquire $MTSR businesswire.com/news/home/2025…


BioPulse 已轉發

$UNCY - Unicycive Therapeutics 🔹Provides Update from FDA Type A Meeting 🔹Planned NDA resubmission by year-end 2025 🔹Potential PDUFA date in H1 2026 🔹No clinical or safety concerns identified in FDA review 🔹$42 million cash as of September 30, 2025 supports runway into 2027…

JohnZidar's tweet image. $UNCY - Unicycive Therapeutics 
🔹Provides Update from FDA Type A Meeting
🔹Planned NDA resubmission by year-end 2025
🔹Potential PDUFA date in H1 2026
🔹No clinical or safety concerns identified in FDA review
🔹$42 million cash as of September 30, 2025 supports runway into 2027…

Loading...

Something went wrong.


Something went wrong.