dough
@semodough
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BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Joined September 2015
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Wonderful Day for me. - celebrating 25 GREAT years with my WIFE & best friend today. Best decision I ever made - happy
#anniversary
to my WIFE ❤️❤️
Tomorrow 23 year anniversary +8 years of dating -like
@SheffStation
I started young 😃 MY WIFE best
#LONGTERM
Decisions I ever made ❤️❤️❤️
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Proud DAD moment tonight-My SON first HOMERUN a GRANDSLAM in 7yr old coach pitch league With Game Ball 😃😃😃👍👍👍👊👊👊
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Over last 5+ years I have tried to provide valuable info to my followers-I had no idea when I first joined twitter by using the letters aria or tgtx in my name would caused so much hate mail towards me - some people really need to get a life - well from now on I go by
@semodough
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HAPPY EASTER EVERYONE 🐰🐰🐰🐰🐰🐰🐰🐰🐰🐰🐰🐰🐰🐰🐰 What a awesome Easter bunny LEFT TMNT EGGS 😃😃😃😃
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$VKTX let this sink in - going to PHASE 3 saves about 2-2.5 years til approval for $VKTX & far as most can tell there's no ex- $LLY $NVO assets entering P3 in 2024 or 1H2025. 8 Big pharmas still digesting that - but urgency increased dramatically today - again kudos $VKTX team
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Wow someone just notified me 😳17k followers. Absolutely humbled- THANK YOU - try my best to provide useful info&material best I can - as we all learn something new each day - & so many others help me so much -Goodluck to all of us longterm & trades that we may do 😃👊👍
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MARRIED my best friend 22 years ago OCT 15 94 -AWESOME WIFE & MOM -one of best days in my life enjoying rest of weekend with them-back MON❤️
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$TGTX 50 😃 happy for anyone that’s still here over last 7 years I was just telling
@TGTXDOUGH
😜😜 if I was any good at writing - i would write a story or book on it 🤔😃.
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Wanted to take the time & wish everyone on Twtr and there families
#MerryChristmas
#HappyHolidays
amazing how many people you can connect with &consider friends along the way - 😃😃😃 🎁 🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁
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Merry Christmas everyone on my stream enjoy some time with family if you can - hope everyone stays safe - see ya next week 😃
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Long weekend - but well worth it - son’s Basketball team took home the GOLD medal at SHOW ME games in Missouri in 6th grade division ❤️❤️❤️
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Few biotechs that on red days might be good adds or ones that I like to tell people more about story -I try do little blurb later this weekend if any interest -good adds today no order $FGEN $TGTX $MYOV $KPTI $BTAI $AXSM $AUPH $OCUL $KNSA $CCXI $DCTH $ACAD $VKTX $BPMC $XAIR $AMRN
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Bought me a new toy. Today. Been looking - but today was the day And my son who is 11 will get in 5 years. He loves the color and is truck man. Ya I love that boy ❤️😃😃😃. TGTXDOUGH on license plates. Lol lol 😜😜😜
@TGTXDOUGH
is retired - but very happy today 😃. Also very happy for the patients today also as in the past the SAFETY aid this drug has been phenomenal compared to others in the class 👍👍👊
@TGTXDOUGH
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Tomorrow 23 year anniversary +8 years of dating -like
@SheffStation
I started young 😃 MY WIFE best
#LONGTERM
Decisions I ever made ❤️❤️❤️
MARRIED my best friend 22 years ago OCT 15 94 -AWESOME WIFE & MOM -one of best days in my life enjoying rest of weekend with them-back MON❤️
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$VKTX - let this sink in for second when comparing other orals $LLY $NVO $GPCR Imho $VKTX leading in one most important categories safety and tolerability - nice job $VKTX mgt
$VKTX Vomiting was not reported among any VK2735-treated subjects. Diarrhea in one subject (3%) receiving VK2735 compared with two subjects (20%) receiving placebo.Overall,no clinically meaningful differences GI-related adverse events among subjects treated with VK2735 vs placebo
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PharmD - phenomenal work my friend 50k - to now 2 million in under 18 months -while being a great teacher along way - truly one of best assets on twitter to highest degree -appreciate all you do - & your timely trades on twitter - but most of all appreciate your friendship 👊👍
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Ole the memories - just surprised my son who is graduating 8th grade for one last game between kids/parents basketball match ❤️❤️❤️ you son proud
#DAD
I love
#biotechs
- but my real passion is coaching - man nothing better then some young kids having FUN - making
#memories
&
#friendships
Won’t lie winning is nice also 😜😜
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Good reminder just how good $VKTX results were $MDGL thyroid hormone receptor-beta (THR-beta) agonist
$VKTX Stifel out on positive the back of the $MDGL approval
"This is especially positive for VKTX, who will be potentially the next-gen “best-in-class” follower in the THR-ß agonist class."
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Awesome slides on upcoming FDA and PDUFA dates $TSRO $SGYP $CLVS $CEMP $RDUS $NBIX $IBB
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$VKTX - seedhouse calling BS on $PFE news today - good read - thanks
@fluffer9
$VKTX - got to applaud Raymond James for calling out PFE in their new Viking note this morning. Brilliant
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Interesting Baird slide Potential Deals We Could See Occurring in 2020 $XBI Large pharmas continue to have significant dry powder for M&A. $BLUE $IOVA $CLVS $ESPR $MDGL $BHVN $AIMT
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Was just yesterday my boy got his training wheels off - today passed his Driver Permit & driving on the interstate —TIME is going way to fast for me -one of those bittersweet moments ❤️❤️❤️❤️ in parenthood
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Thanks everyone for kind words & prayers that was sent I lost my DAD this week😂 I had 45 awesome years with him.Truly blessed I be backsoon
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$VKTX - should be up 10 percent today on $GPCR slide here - wow who would ever take this
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My boys are growing up fast 😃❤️. my boy playing on 5-6 grade 🏀🏀school team - first place in leauge and first place in tournament coach DAD is proud 👍Love these boys
@tgtxdough
PROUD MOMENT -I coached my SON 2ND grade 🏀🏀 TEAM ST AUGUSTINE & we went 13-1 in FIRST YEAR -very PROUD of these YOUNG MEN
#PUMPED
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$VKTX 78.13% owned by institutional investors.
Jump Financial LLC new position $2,020,000.
Deutsche Bank AG raised its stake
Oppenheimer bought a new stake
Citigroup Inc. boosted its holdings in Viking Therapeutics by 73.1% during
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I know many would argue against me but in my humble opinion the FDA did the right thing here - these
#DMD
kids need everything they can for good fight 😃 $SRPT
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BIOTWITTER -I just have to say it WAY WAY to much HATE going on last 2 days -seriously LIFE way to short for HATE lately-truly believe way to many has lost focus of what they should be doing or thinking about & that’s making everyone around you a better investor & learning
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HAPPY 10th BIRTHDAY today to my pride and JOY - LOVE YOU SON - DAD
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Very thankful for many things - 🙏🙏especially ones health this year - many others have lost loved ones or friends lately -hopeful soon that vaccine can help put this year behind &move forward - Happy Thanksgiving to all my friends on my twitter stream - stay safe my friends😃👊
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I couldn’t be happier for all the $AUPH maniacs 👍👊🙏😃😃😃. Congrats to all that held - glad I had some - but no doubt I chickened out & at the last minute. 😲😲😲- hope if anybody sells they reinvest back in
#BIOTECHS
LOL. Let’s keep this streak going 👍👍👍
sold about 80 percent $AUPH around 8.50 today. Had well over 3 years&traded it well-not much cost basis in it nice gains I am just not sure on it &so are few others I know ?I hope I am wrong and it’s 20 bucks tomorrow- Goodluck everyone in it as it’s been popular one over years
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$VKTX Alliancebernstein L.P. raised its holding now owns 2,961,561 after acquiring an additional 2,947,905 shares.
Balyasny Asset Management LLC now owns 2,673,564 shares . 78.13% of stock is currently owned by institutional investors and hedge funds.
(From marketwatch)
$VKTX funds BlackRock Inc. grew its stake and now owns 6,894,923 shares worth $111,767,000.
State Street Corp now owns 5,280,944 shares worth $87,928,000.
Vanguard Group Inc. increased its stake in shares of Viking Therapeutics by 8.8% and now owns 3,680,520 worth $11,041,000.
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$VKTX dual Amylin attractive profile expands pipeline nicely per call -also per call INTENSE quarter👊 other words tonight $VKTX has phase 3 ready with so far best in class tolerability - moving to monthly dosing - if big pharma wants to participate in phase 3 time is running out
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Happy 12th Birthday today son
@NBANick241
had great weekend celebrating it with you - your the best ❤️❤️you Dad
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$TGTX $XBI laden revenue model showing revenue doubling every year for next 3 years
HCW - raised price target -45 today also raising revenues- also noted is HCW seems some profitability in $TGTX in 2024 - believe this is what funds/investors will really start to talk about this year& onward - reoccurring revenue Ramps significantly up next few years
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Cantor $PDSB Based on our due diligence,believe author has misinterpreted progressive disease (PD) data with confirmed&unconfirmed responses. Therefore,sell-off is overdone
¬ based on anything fundamental,reiterating our Overweight rating price target of $25 for $PDSB shares
Clearly said this earlier $PDSB is manipulated by that Jacob P.
So easy to say sorry afterwards
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$TGTX what way to start Saturday - my favorite analyst on $TGTX - new slide in weekend edition cantor Biobeats - $TGTX even with 25% move-Stock Inexpensive- HIGH conviction BUY
$TGTX excellent data switches today- Current patient distribution that receive Briumvi: 1) patients naive to all MS treatments, 2) patient switches from nonCD20 drugs, 3) patient switches from other CD20 drugs (largest mkt) from call 3 buckets almost =all ready -key takeaway
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Great day - nice domination by my big man inside
#BEAST
😃coach pumped —nice 4th grade tournament win today. 👊
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JEFF Nice list Key Stock-Moving Catalysts through H1:20 & Up/Down...What's Up in Biopharma? $XBI $IBB $SPY $BPMC $EPZM $AMRN $GILD $NBIX $KPTI $BLUE $MRTX $SGMO
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HAPPY THANKSGIVING everyone - so much to be thankful for -also will try&remember some that are going thru hardships&suffering or health concerns 🙏.Very thankful for all my twitter friends-so much INFORMATION shared daily -hard to believe 30YRS ago I went to library to research😳
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6th grade Super Bowl champions 9-0 on season Its been fun - but for now he wants to concentrate on basketball and baseball - I have no problems with that - might even be relief 😃.
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Happy 4th of July everyone on my twitter feed - I have a lot to be thankful for 🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸
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Cowen out with there SEPT BINARY events calendar - as
#BIOTECH
a investor have to really like upside/downside on $MYOV $MRNS especially not often you see that 😃. $XBI $ALBO $NVAX $MRTX $SPRO $HRTX $REGN
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$VKTX Potent 3-4 x more potent at binding to GLP receptor then Tirzepatide
$VKTX CEO BTIG - VK2735 differentiated more potent - PK PROFILE data definitely different - Cmax allows dosing less frequently going forward
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$VKTX Viking Therapeutics Announces Positive 52-Week Histologic Data from Phase 2b VOYAGE Study of VK2809 in Patients with Biopsy-Confirmed Non-Alcoholic Steatohepatitis (NASH) - Jun 4, 2024
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JEFF excellent
#PDUFA
slide out til end of year $MRK $BMY $TCDA $RVNC $FGEN $BPMC $MYOV $TGTX $KALA $AUPH $SPPI $MESO $XBI
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Could not be prouder SON - you were dominant today - but best part is you are a the perfect teammate who makes everyone else better 👍👊😃 - love you bud ❤️❤️ DAD
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Wow - thanks for responding - always looking for new ideas?? Many asked me in private what are mine -well no way I can narrow to 3 so I cheat ha -absolutely no order - but ones I own -buy or hold -trade -I am very big believer in trading around CORE position- $APTO close to PR
Curious
#biotech
investors. $XBI. What’s 3 bios you look most forward to add if you could. Green/red days ???? Over coming weeks
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List of oncology stocks that appear to have active drugs with data later this summer - less then 250 million Mcap ?? Please add To list always like looking at others $INFI $TCON $LPTX $SESN $CKPT $DCTH $VBLT 300 million range. $APTO $CRDF $MREO $ONCT
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$AUPH $MYOV Launches are hard yes but two that are gaining traction better then most shorts want to admit. Very pleased with both - excellent drugs with both
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TRUIST - new note out Viking Therapeutics, Inc. $VKTX BUY PT 120
Greatest Unmet Need With GLP1s Is Tolerability For Which VK2735 Is Most Clearly Differentiated recently hosted a lively VKTX investor bull/bear debate This was followed by a KOL call to better understand:
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William BLAIR excellent slide on Platform
#GeneTherapy
Companies Will Likely Drive Innovation While Gene Therapy Users Have Greater Capital - number indicates of gene therapy programs each company has. $XBI $SGMO $SRPT $PTCT $BMRN $AXGT $BIIB $PFE $NVS
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LIFESCI nice summary tonight out $TRIL TTI-621 and TTI-622
understand that TTI-622 (and TTI-621) are the only CD47 inhibitors to show monotherapy activity in clinical trials, and acknowledge what that means not only for Trillium but for the entire CD47 class
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$VKTX - traders see 3.3%. Investors funds & 8 big pharma will see an ORAL a drug with best in class tolerability & safety
$VKTX Based on encouraging weight loss, as well as the safety tolerability results to date, the company has elected to continue further dose escalation in this study. Viking also plans to initiate a Phase 2 trial of oral VK2735 in patients with obesity in the second half of 2024
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$VKTX - why we wait for Oral data - let’s see just how good $VKTX data was & why Truist & others We're impressed by speed&magnitude of weight loss with VK2735 in exhibits below all the while maintaining excellent tolerability
TRUIST $VKTX great note anticipation of upcoming oral VK2735 data,encourage investors to consider two key factors when interpreting Ph1 data: 1) dose dependence 2) tolerability-also talks more about $NVO on what we know &more importantly what we don’t know-Truist been right on 👍
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Congressman calls for SEC investigation into leak about possible coronavirus drug - CNN $GILD
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$PINS by end of next year could be generating almost billion in free cash flow
$PINS down 10 bucks this week because some blown up hedge fund had to sale. ==opportunity here into earnings. Many more same way. 🤔🤔
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$VKTX - one nugget today is $VKTX confirmed all VENTURE data is now complete - so $VKTX has all PK Data & Tmax etc also was asked if FDA has that data and YES they do - 2Q $VKTX earnings call going to have lots of info to digest
$VKTX nugget from call on obesity at 17.15 min mark 2735 oral VENTURE PK data is expected imminently
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CDC: 80,000 people died of flu last winter in U.S., highest death toll in 40 years- - but yet the MEDIA said nothing🤔🤔🤔🤔
FIRST CORONAVIRUS DEATH IN STATES: Every news outlet covering this all day. This is freeking every one but do they know how many people die from Influenza every year. Obviously new strain of virus and more riskier for people who have underlying dz such as COPD Asthma etc.
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TRUIST $VKTX Bottom line,even most bearish investors agree that VK2735 looks differentiated with cleanest tolerability profile among GLP1s. KOLs stated that greatest unmet need with current GLP1s is tolerability, specifically around GI-tolerability issues with nausea&vomiting
TRUIST - new note out Viking Therapeutics, Inc. $VKTX BUY PT 120
Greatest Unmet Need With GLP1s Is Tolerability For Which VK2735 Is Most Clearly Differentiated recently hosted a lively VKTX investor bull/bear debate This was followed by a KOL call to better understand:
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I love
#biotechs
- but my real passion is coaching - man nothing better then some young kids having FUN - making
#memories
&
#friendships
Won’t lie winning is nice also 😜😜
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HCW $AUPH BUY PT 35 efficacy standpoint, the ICER report noted that "Voclosporin added to standard therapy nearly doubled the complete response (CR) and markedly increased the partial response (PR) at one year compared with standard therapy alone."
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LIFESCI some of the best coverage out there in
#CD47
space Companies Pursuing the SIRPa/CD47 Axis – Clinical Stage Programs $ALXO $GILD $TRIL $TGTX $BMY
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Few posters recently spreading lots of FEAR on $VKTX especially that CEO was with holding data etc- been following Brian for years -straight shooter who underpromises &Usally over delivers congrats to him entire
@Viking_VKTX
for working hard this year - remember PK secret SAUCE
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Thought of day for
#biotechs
From a very smart Fund Mgr “Exceptional opportunities come from great desperation…we are likely to see incredible future returns but need to get through this hump… $XBI
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MERRY CHRISTMAS Everyone 🎄🎄also enjoying today MY 46th BIRTHDAY -Amazing how time flies - - WISHING everyone HAPPY &HEALTHY &SAFE HOLIDAYS
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Probably good day if your invested in $VKTX to go back and read some of crazy shit that was said last 12 hours & ask yourself careful who you listen to and always make your OWN decisions
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JP Morgan just out - $TGTX BUY PT 25 VA contract Unequivocal win for $TGTX on couple fronts 👍 few details still to be worked out but looks like 40 million a year new durable revenue stream for $TGTX
$TGTX - if reading this correctly it looks like 4-5 year contract so 40 million year to $TGTX - nice win for $TGTX
#BRIUMVI
going forward
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TRUIST - $VKTX BUY PT 120 - quick note $NVO MGT stated that amycretin's AEs were in-line with NVO previous GLP-1&CagriSema trials.&GIVEN 🤔 semaglutide's tolerability as being Achilles' heel in gaining further penetration-tolerability-tolerability-tolerability stay tuned imho
$VKTX VK2735 tolerability is better than CagriSema. In ph1 obesity study, there were a lot of AE's.
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HAPPY HOLIDAYS to everyone on my twitter stream&goodluck to us in 2016. Also HAPPY BIRTHDAY to me almost 21 today 😜😜🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅🎅
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TRUIST BUY PT 120 $VKTX seems there more surprised by 100mg dosing on Oral then the Phase 3 - but then again if you been following JOON & how close he is to story I can see that -TOLERABILITY seems to continue to very good or “HIGHLY ENCOURAGING “ as we heard on the call
$VKTX let this sink in - going to PHASE 3 saves about 2-2.5 years til approval for $VKTX & far as most can tell there's no ex- $LLY $NVO assets entering P3 in 2024 or 1H2025. 8 Big pharmas still digesting that - but urgency increased dramatically today - again kudos $VKTX team
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@tgtxdough
LIFE IS GOOD👍👍 I am truly BLESSED -and THANKFUL enjoying LIFE to fullest -Back to stocks later. Lol
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Celebrating my 47 BIRTHDAY 🎂 today - Blessed with MANY good things in LIFE. HAPPINESS,FAMILY FRIENDS HEALTH - hoping for 47 more great years. LONGTERM 😃🙏
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JEFF Top Biotech Catalysts with Significant Potential Stock Moves $IBB $CELG $BLUE $ESPR $FGEN $AMRN $TGTX $SGMO $ONCE $ANAB
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$VKTX one note from call that I specifically wrote down was CEO he mentioned “complete takeout” as that way he said you get ALL the compounds
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Understand there is 10 million shorts. So obviously many rooting against $SRPT that’s life - but seriously man these results are incredible -never seen-Before in conditions where there is no HOPE no TX -in KIDS much less. Anyway Goodluck to us all - especially these KIDS 😃👍👊
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TRUIST $VKTX BUY PT 120 Recent Volatility Creates Opportunity For Investors. We're More Bullish Down Here Reit BUY think large market favors best-in-class, not first to market. Statin class of drugs is a good example where Lipitor,4th to market came to be the class leading drug.
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$VKTX - what you won’t here ROCHE talk about half life - appears ROCHE molecule 10x less half then $VKTX - while $VKTX will move onto weekly dosing or monthly ROCHE most likely will not - this won’t get discussed by traders but should be discussed in board rooms & FDA
$VKTX - I am no expert but from talking to others and analysts this HALF LIFE - Tmax & PK data is what makes VK2735 differentiated - also why you seeing safety like this & most likely why other orals won’t show you there’s ???
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GREAT Moment for me - my passion always has been to try & HELP others as SO many have helped me- TODAY a TEXT FROM GREAT FRIEND -HUMBLED
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$TRIL We did 25 investor meetings yesterday before the markets closed,” CEO said. DEMAND DEMAND DEMAND
Trillium follows positive data and $25M equity investment with $130M offering
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FBR $AUPH look for the signing of a partnership deal worth in the range of $500M to $700M in up-front and milestone payments to AUPH.
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$VKTX - great call BRIAN - he knows what he has
Bottom line his first preference is to sell the company, and they're talking. $vktx Jefferies
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Cantor $XFOR - Raising PT to 5 hosted X4 for a dinner, with four weeks to go to the PDUFA date for mavorixafor (CXCR4 antagonist) in WHIM syndrome (4/30), as well as ahead of further Phase 2 chronic neutropenia (CN) data due in 1H24.
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To my twitter stream. Taking a family vacation next 2 weeks - slow to respond to requests but I get around to them 😃 eventually
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Gold medal again in 8th Grade division at Show me games in Columbia Mo - can’t believe how much shorter I have gotten - Love you Son ❤️💜👍
Long weekend - but well worth it - son’s Basketball team took home the GOLD medal at SHOW ME games in Missouri in 6th grade division ❤️❤️❤️
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$AUPH was looking at one of models on $AUPH thru 2037 - I count over 25+billion in sales- & over 13 billion in profits in USA alone - imho this particular model I was looking at honestly believe is one more conservative -
Cowen:" $AUPH There is no other way to state it, the label in regard to this dosing patent is as favorable as
possible, and we believe establishes the duration to make this a $1B+ opportunity - We would still be aggressively adding; TP=$35..."
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$AMRN ruling reversal ? $ARCT underfollowed vaccine $AUPH blockbuster drug $AXSM needs to be owned $BHVN excellent prevention migraine drug $BPMC best research labs $BTAI very likely big data soon $BLU 10% population have cough $CBIO cheap longterm $CCXI blockbuster -many shots
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Truist $VKTX PT 120 - small note out on LLY data yesterday With respect to our covered $VKTX, it's yet another data point suggesting best-in-class potential of both the SQ VK2735 and oral VK2735. Recent weakness is an opportunity to add
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@ripster47
Absolutely congrats my friend that is quite an achievement for one day-well-deserved not sure I know anybody that works harder than you-see it firsthand every day-research&calls you makecoming from me who works pretty darn hard.Humbled I know you-your INSPIRATION TOALL
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$TGTX Peter mentions
#BRIUMVI
arguably best in class - data supports it
Pretty sure the B-cell therapies will come to eventually dominate MS treatment. And the $TGTX drug is arguably best in class. Stock could have a long way to run.
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