ValueForAll1's profile picture. Biotech Investor. Not an investment advice, do your due diligence.

value

@ValueForAll1

Biotech Investor. Not an investment advice, do your due diligence.

$clsd Listened to the first hearing today. HCR will get everything vis low ball Stalking Horse Bid, likely Credit Bid on royalty sub + deficiency claim to get the parent for free. Commons are going to pink sheets on Monday and will die there. Maybe one more dead cat bounce


$BCHMY $cdxs $lly

ValueForAll1's tweet image. $BCHMY $cdxs $lly

$lly: Sr. Principal Process Engineer - Oligonucleotides Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas investor.lilly.com/news-releases/… $cdxs $bchmf

ValueForAll1's tweet image. $lly: Sr. Principal Process Engineer - Oligonucleotides 

Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas investor.lilly.com/news-releases/…

$cdxs $bchmf


While we're still waiting for AZD3427 phase 2 clarity, let's recall what similarities and differences TX45 has as a molecule. $azn $tecx

ValueForAll1's tweet image. While we're still waiting for AZD3427 phase 2 clarity, let's recall what similarities and differences TX45 has as a molecule. $azn $tecx

$cdxs Dilly buying 50k shares on the open market is something, but I'd love to see others in the exec team to follow. No MNPI, no blackouts, go and prove you have skin in the game, something other than free RSU and options.


value reposted

Can Amicus Therapeutics stop entry of Aurobindo’s generic Galafold? $FOLD #Galafold markmanadvisors.com/blog/2025/11/7…


value reposted

$wve ATMed 7M shares during the October 1 - November 7 period, most likely on the day of WVE-007 initial data release.


That 3kg batch that used $cdxs ligation enzyme was likely a commercial validation batch of $alny AMVUTTRA (vutrisiran) executed by Bachem. If Alnylam can convince the FDA that no additional briging studies are required to manufacture under the new process, it will be 🔥🔥🔥

ValueForAll1's tweet image. That 3kg batch that used $cdxs ligation enzyme was likely a commercial validation batch of $alny AMVUTTRA (vutrisiran) executed by Bachem.
If Alnylam can convince the FDA that no additional briging studies are required to manufacture under the new process, it will be 🔥🔥🔥

$cdxs "For example, recently, one of our customers has used our ligase to produce a 3 kilogram batch of siRNA" - this is a phase 3 or commercial validation batch. ~10k doses if we measure in inclisiran, quarterly dosing -> 2500 patients



$irwd This requires more DD, as it can be a blocker for M&A

ValueForAll1's tweet image. $irwd This requires more DD, as it can be a blocker for M&A

$irwd even better Q3 than I forecasted - $122M

$irwd Abbvie Linzess US revenue: Q2 2025:  $247M , IRWD reports $85M Q3 2025:  $315M , IRWD to report... around $108M ? IRWD 2025 total revenue guidance: $260 - $290 million $41 (Q1) + $85(Q2) + $108(Q3) = $234M .  Whole year beat of the upper bound is entirely possible

ValueForAll1's tweet image. $irwd
Abbvie Linzess US revenue:
Q2 2025:  $247M , IRWD reports $85M
Q3 2025:  $315M , IRWD to report... around $108M ?

IRWD 2025 total revenue guidance: $260 - $290 million
$41 (Q1) + $85(Q2) + $108(Q3) = $234M . 
Whole year beat of the upper bound is entirely possible


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