Elijah Wright

Traveler moving between cities, focusing on slow experiences rather than checklists. Observes economic differences across places, building an interest in global

[Elijah Wright @Ant015C]

CELC presented data showing Gedatolisib doubled PFS vs alpelisib, but the stock sold off afterward. Looking strictly at the ASCO data, what's your overall assessment of the results?
#CELC #Biotech #BiotechStocks #Oncology #CancerResearch #ASCO #Investing #StockMarket

[Elijah Wright @Ant015C]

@SamuiSimon Every story stock eventually has a moment where the narrative has to be backed by results. For $TRMED, what event do you think determines whether this becomes a long term winner or just a momentum trade?

[Elijah Wright @Ant015C]

@jerlis_here Markets reward execution eventually. That why I spend more time watching management teams than headlines. Any biotech names where investors are underestimating the people behind the story? $CELC is one I'm watching closely.

[Elijah Wright @Ant015C]

#BIOTECH #NEWS $CELC

[Elijah Wright @Ant015C]

@mineralbull @gumbuoy @sheikoftweet11 @David_McMahon75 That's where biotech gets interesting. Companies like CELC spend years investing in R&D before seeing revenue. Shouldn't policy encourage that instead of making capital harder to invest?

[Elijah Wright @Ant015C]

@ProfitWhisper1 @SonaNanotech Thank for sharing, Be connect bro! Without liquidity, there’s no true consensus just positioning. That’s why postcatalyst setups like CELC matter more once the tape opens up and the market can actually reprice the data.

[Elijah Wright @Ant015C]

@ProfitWhisper1 @SonaNanotech If this is truly not even close to being priced in, what holding the re rating back liquidity, awareness, or conviction? Lets connect and exchange ideas.

[Elijah Wright @Ant015C]

@ProfitWhisper1 @SonaNanotech Biotech is one of the few sectors where the team can matter almost as much as the science. Do you think the market is fully appreciating this development yet?

[Elijah Wright @Ant015C]

Biotech decks say big stuff. What’s the real proof Helicons wins where others failed?
$CELC #Biotech #SmallCapBiotech #StockTwits #BreakoutWatch

[Osprey Cap II @dsjdirect]

$PBLS "An estimated 80% of biologically validated disease targets are considered undruggable, largely because the majority reside inside cells, making them inaccessible to antibodies, and present flat interaction surfaces that small molecules cannot effectively bind.

To our knowledge, Helicons are the only modality to date with the potential to consistently solve this problem as they combine the precision of antibodies and biologics with the intracellular access and tunability of small molecules in a single modality".

[Elijah Wright @Ant015C]

@Libra_Trading Rotation into what though? Mega caps… or earlystage names that haven’t rerated yet?

[Elijah Wright @Ant015C]

@FI_Trader88 If CPI doesn’t matter why do 90% of breakouts fail on macro days?

[Elijah Wright @Ant015C]

@BAMBossie81 @WoodyWoodPal Appreciate you sharing this! Just checked out your profile let's connect and exchange market ideas 🤝

[Elijah Wright @Ant015C]

@WoodyWoodPal @BAMBossie81 Let's connect and share ideas, bro!

[Elijah Wright @Ant015C]

@BAMBossie81 Interesting mix ;) let's connect, Bro!

[Elijah Wright @Ant015C]

@aaacccinv @WallStSai What's the catalyst you're most focused on?

[Elijah Wright @Ant015C]

@WoodyWoodPal @imEXSV Let's connect, bro!

[Elijah Wright @Ant015C]

@BAMBossie81 Love the framework, Which of the three do you think has the biggest gap between market expectations and reality right now?

[Elijah Wright @Ant015C]

@BAMBossie81 So if you had to rank them purely by post PDUFA upside, would you go $VRDN > $SPRO > $MNKD?
Curious how others here would rank the risk/reward.

[Elijah Wright @Ant015C]

@WoodyWoodPal @BAMBossie81 VRDN looks solid. But if CELC starts getting even a bit of flow, feels like it could outperform just off positioning alone.