EOMESBiotech
@TCRAnalyst
Science & biotech, l/s views, No investment advice, DYODD.
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Similar structure ~ similar activity, hm, also toxicity. That's med chem 101. $TERN fail. $PFE's assist. Triple kill.
$APTOF Aptose Microcap play into ASH data update multikinase imo only MOA feasible in that population No safety signal so far Baseline ~ comp to VIALE A, efficacy delta big enough to be significant. Massively diluted, got new debt financing BMS/Astellas/ABBV ptl buyers 2026
This is the best shorting opportunity set I have seen since late 2021. Easy targets across the board, paper handed retail holders, insane valuations, people YOLO single names and posting $1m gains. Just need to wait for it and press hard when the inevitable decline happens.
Very sad to learn about this loss. Will be remembered even when this microcosm of BioX will be long gone, RIP @Sports_bios
This is crazy but I was thinking about @Sports_bios just this morning because he had posted about Altimmune and its MASH study in March. That was so typical of him -- forward thinking, smart, freely sharing ideas and perspectives. He was incredibly generous with his expertise.…
Aged well
$CDTX Readout of ph2b with CD388 their pan-influenza Drug-Fc-conjugate in June Readout earlier and fully powered due to severe influenza season The drug (zanamivir) is proven. Trades on cash. IF avian flu becomes a topic again, this will run. Worth a shot imo.
$VKTX Viking Therapeutics Announces Initiation of Phase 3 Obesity Clinical Program with GLP-1/GIP Agonist VK2735 - Jun 25, 2025 ir.vikingtherapeutics.com/2025-06-25-Vik…
$NKTR that’s a hit! Overall ~23.5% delta. Low (mid) dose delta was 29% (!!!) which is absolutely a huge hit. I wonder if this is the dose they’ll take forward - there is significant mechanistic rationale for reaching an inverse dose response with IL-2 drugs, so lower could…
$AFMD Sad story - the should have gotten rid of 24 a year ago. And push for heme with 13 and 28. The latter one would’ve definitely been worth a shot. Not the right time for this company. Burrowed some relevant cash in this project, but everyone (I hope) knew the risk. Learned…
This whole „better, Aplus drugs, real benefit, overused surrogates“ is the other side of a black-white bogus discussion. People really forget quickly how this profoundly cuts innovation: Biology and medicine is not that simple and predictable and you need several shots on one…
$XBI i like the statements of new #CBER director: "many people are being treated with drugs that actually do not make them live longer or live better We want Aplus drugs not Dminus drugs" "surrogate endpoints, believe that they can be used + they should be used for drug approval"
Now we see what Prasad was after. Very sorry for my clinical colleagues in the US to have another embarrassment after RFKjr.
You're f/$@ing kidding me? endpts.com/controversial-…
$IMMP turns out numbers back then indeed strange - company which stated imbalance as massive confounder was right apparently! CPS<1 promising now.
$IMMP Tacti 003 data out 31% vs 18% (pembro mono) in High PD1 Disappointing in general - but strange numbers aswell. Look at Keytruda Mono in Low PD1 - 33% vs 18,5% in High PD1 No mentioning of CRs Was a hint when they started separating the data in April. They said data…
$GPCR and $VKTX really doing well on Pfizer comments. Pretty sure this ultimately reflects the trend reversal in both, now with revived M&A dreams, data readouts, some competition gone (but beware Reta data) and macro tailwinds.
KRAS: from undruggable to THIS
A good day to add to $SPY shorts, stay long treasuries and hold the $XBI and small caps ffs
Another reason generalists lost and loose trust in biotech investments when these techbio guys erratically promote their businesses with massively misleading and frivolous predictions.
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