LifeSci Investor

Worked in Bios for 30+ years, Bio Investor, Entrepeneur

[LifeSci Investor @BehroozNajafi]

@zipjet $TGTX Nice projection. Here's what I did recently to est. potential value to an acquirer, carving out most of SG&A. This is based on rate of growth+SC addition after 2028+solid ramp up and taking ~50% of SC market. Cum Op profit of ~$38B by 2040. If SC takes 40% share=$34B.

[LifeSci Investor @BehroozNajafi]

$IOVA 7M+ shares (50% of total daily volume) traded already within the first 30m.

[LifeSci Investor @BehroozNajafi]

$TGTX We're back to $55 again and holding. Resistance becomes support. Surprised by the short increase (likely due to rapid increase in SP). But... Co guided $220M for Q2. I'm looking for a solid Q around $225M-$230M and beat their upped guidance. BO or not, SP is going up.

[LifeSci Investor @BehroozNajafi]

@peter_mantas Didn't realize you were in $ARWR. Been a long-term holder. Recent BIIB080 data looks good for $ARWR. Possibly equivalent results, but much better delivery.

[LifeSci Investor @BehroozNajafi]

$TGTX Needs to get past 57.38 with volume and stay above it. Next $60 and then $62-$65 Fibonacci extensions will be the next targets. Hopefully shorts are losing control with Q update coming up. Too many positives.

[LifeSci Investor @BehroozNajafi]

$TGTX Funny how we end up in the same place. Only a matter of time.

[LifeSci Investor @BehroozNajafi]

$TGTX Funny how we end up in the same place. Only a matter of time.

[LifeSci Investor @BehroozNajafi]

@zipjet $TGTX It's worth taking a shot. It's a small single arm OLE study. Ocrevus is also running a P1/2 trial in Psychosis trying to see if auto-immune issues may have an impact in a certain brain disorders.

[LifeSci Investor @BehroozNajafi]

@pharmatrader1 @TroyTiger Yes. End of the year.

[LifeSci Investor @BehroozNajafi]

$TGTX Retraced back to $52-53 range. Now time to climb back up and close above $55. Fundamentals are too good to hold it down artificially. A little buyback here would help it get there.

[LifeSci Investor @BehroozNajafi]

$TGTX 1/2 Quite a battle around $55. TI & short term chart indicate resistance around $55-56. Failure to break thru could retrace back to $52-53. Fundamentally, these are short term speed bumps. Briumvi is doing very well and taking market share away from Ocrevous (and Kesimpta).

[LifeSci Investor @BehroozNajafi]

@ngyojiw @TroyTiger #3

[LifeSci Investor @BehroozNajafi]

@TroyTiger $TGTX They won't give up without a fight. But time is not on their side. In the meantime,
1. Q update in August
2. Single dose IV BLA for Briumvi - 2H, 2026
3. P3 Topline SC data, end of 26 or early 27
The next 3 milestones should put a squeeze on them.

[LifeSci Investor @BehroozNajafi]

@Lucy3370 @elonmusk I was about to post the same thing. Today is ultra bad.

[LifeSci Investor @BehroozNajafi]

@semodough Readout expected in Q3 2026. After positive results $ARWR should file (sNDA) for label expansion before end of 2026. Just as importantly, positive data should provide read through to other cardiometabolic pipeline. Lots of shots on goal (pun intended).

[LifeSci Investor @BehroozNajafi]

@zipjet @farfallefriend $ABVX I bought some at $80 and doubled up in the 90's. Had been following it for a while. Missed the $70 flash crash.

[LifeSci Investor @BehroozNajafi]

$TGTX
Briumvi is growing at a great rate while Ocrevus is flat and Kesimpta is slowing down. These numbers will look even better in 2028 after SC launch. Positioned for sustained growth in the years ahead (if the ticker still exists).

[LifeSci Investor @BehroozNajafi]

$TGTX
Hopeless attempts.

[LifeSci Investor @BehroozNajafi]

$TGTX 1/2 Quite a battle around $55. TI & short term chart indicate resistance around $55-56. Failure to break thru could retrace back to $52-53. Fundamentally, these are short term speed bumps. Briumvi is doing very well and taking market share away from Ocrevous (and Kesimpta).

[LifeSci Investor @BehroozNajafi]

@Lucy3370 Yes, you are correct. Frankly, I'm amazed some physicians still start patients with Ocrevus over Briumvi (considering shorter infusion time/convenience, efficacy, tolerability, no crap gap and cheaper).

[LifeSci Investor @BehroozNajafi]

$TGTX 1/2 Quite a battle around $55. TI & short term chart indicate resistance around $55-56. Failure to break thru could retrace back to $52-53. Fundamentally, these are short term speed bumps. Briumvi is doing very well and taking market share away from Ocrevous (and Kesimpta).

[LifeSci Investor @BehroozNajafi]

$TGTX I may have to modify my $100 GTC sell order!