Gonna use this account to tweet about interesting biotech companies that are changing the field of medicine! First company that I find particularly interesting is $nuvl. Nuvalent is a highly specialized small molecule developing next generation tyrosine kinase inhibitors.

@ej23ny I guess even firms have to hedge their bets. 4 was probably a good time to sell some $cmpx

@jfais20 $cgem is very undervalued here. Multiple assets with promise (everyone is hyped on cd19xcd3) but I’m excited about cln-619. It has mono therapy and combo efficacy with pembro in a variety of tumor types with limited side effects to date

@Banana_Oncology @BioValues I’m holding/buying more $bcab but I do think they have overpromised and underperformed. Would like to see more discipline from them/hope an activist gets involved

@JoseRestonVA @monaco_biotech Nice! I bought some Swiss re a while ago because you posted about it

@JoseRestonVA @monaco_biotech Would love to know your boring Swiss stocks!

It’s funny though- one asset and they are trading double their cash. I think $bcab has 4 interesting assets but trading at a third of cash. Maybe $bcab should cut or license some assets and focus on one

@BioValues They only have a year of cash left but I agree this is way over done

@Maximus_Holla I’ve been long since the 3s. Originally bought in cause I thought $cnta lockbody tech was cool but it looks like they are all in on narcolepsy

@ej23ny So how much benefit does $mreo get if $cmpx hits? Seems like they deprioritized the asset and cashed out early?

@longonlybio This is my biggest bet for the year! You were early on it! BTC tough to treat

@cognivestment @Andre_AGTC @jfais20 That’s my thought - anyone else as far along or as developed?

@JoseRestonVA @jfais20 @Andre_AGTC I feel like $bntx would be better than $mrna - more diversified company. But Moderna is looking cheaper

@jfais20 @Andre_AGTC If lung becomes a viable market it might make it worth it. It’s not a big position in my portfolio but I still find it intriguing

@Andre_AGTC @jfais20 Let’s see how $iova lung cancer data pans out. As someone who is in the process of identifying my own tumor’s neoantigens I’m hopeful that TIL therapy will help me in the long run

@Valterod I imagine they won’t be able to lock in a partner until after march because it sounds like they are collecting data until then

$bolt is trading at an 18 million market cap (might go to zero). $bcab is only valued at $26 million. They have better assets than $bolt. Feel like the could turn it around but they need a partnership or really good data