Biotenic
@Biotenic
Followers
2K
Following
9K
Statuses
2K
$GALT Also I guess this is where I bump my substack, but I don't care for that. For me, it's about building a track record because I want to work for a fund. I guess I'll say that, after the holidays, if you're hiring or know someone who is, please reach out and I'd love to chat!
4
6
42
@plainyogurt21 Specifically to correct a stock that’s trading horribly and not near an obvious floor, yes imo
0
0
0
Rapport $RAPP
My name evokes a sense of trust Thus reading filings is not a must Surprised I'm on clinical hold? Actually twice, so I'm told This could conjure great discord A certain backlash from the horde Not the harmony slogan shown Especially if tox is the overtone 🧠
0
0
6
@medicinetrader @A_May_MD @lifeisblank21 The alternative of “All my stocks are down lmao” doesn’t quite hit the same
0
0
2
1
0
2
@stocktavia Sure possible but not something I want to bank on as lead reason or even close to it
1
0
0
@plainyogurt21 I guess I wouldn't consider >6 months to be soon in this mkt but yes point taken
1
0
2
@ErikOtto2 @plainyogurt21 Right but if you’re looking at redemptions why did you participate in PIPE @ 50, if you’re not, why wouldn’t you like stock @ 30 when you knew about LLY fail pre PIPE. Having hard time wrapping my head around move, could mean total nonsense, but hard to say quick snap back too
2
0
1
@ErikOtto2 @plainyogurt21 Usually sharper reaction when that's the case though and don't see such clean raise pricing, i.e. GHRS pricing well off peak around same time. Also not sure outcome was consensus enough for that, particularly after LLY fail and subsequent stock move prior to data
1
0
0
YTD winners with a catalyst, a couple real winners here, but a lot of these are shocking to me in the context of how most everything else is trading
0
0
12
Seems like it should be a good day to be a negative EV company with a royalty on a ~2027 lupus drug 🤷♂️ $NKTR
2
5
25
@BiotechObserver Correct, because they were leaked by Reuters during trading hours and then closed that night
1
0
0
Well worth the read. Really hard to find readouts with this kind of upside that are not trading to zero upon failure $NKTR
🚨PITCH ALERT🚨 $NKTR Currently at $0.676, representing a ~0.45x cash multiple and approaching an atopic dermatitis (AD) readout that has a legitimate chance at success, $NKTR represents one of the most compelling risk/reward profiles I have ever seen in small cap biotech. This thread provides a very basic overview of the setup. For greater depth, I have provided a link to a much longer pitch at the end of this first "slide". Although I am clearly bullish (and long) $NKTR at its current prices, I am NOT arguing that their AD readout has an atypically high probability of success (POS). Rather, I argue that its POS is being underwritten as *zero* in spite of encouraging P1b proof of concept (POC) data. I will analyze NKTR's MOA, existing data, competitor data, financial position, and the (much larger) valuations that have recently been ascribed to similar AD readouts that clearly had much weaker rationale than $NKTR going into data. For those looking for greater depth than this thread provides, here is the link to the pitch (via Google Doc):
0
3
20