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