BioAInvestor

🧬 Biotech & AI-Drug Discovery | FDA Catalysts | Not financial advice

[BioAInvestor @BioAlphaa]

@Pharmdca Perceptive Advisors managing $10B+
just tripled their $CRVS position.

They read the same Phase 1 data
retail called a "selloff."

Institutions accumulate what retail panic-sells.

Classic setup. NFA.

[Base @0xBaseee]

@alpha_pls hype, lit, var, stonk and cards

[BioAInvestor @BioAlphaa]

@0xBaseee Varmos

[BioAInvestor @BioAlphaa]

@0xBaseee @sharkcryptottm @variational_io

[BioAInvestor @BioAlphaa]

@0xBaseee @FroggyCyborg Thanks man! Love your honest content

[BioAInvestor @BioAlphaa]

@0xBaseee @FroggyCyborg When would you consider buying $VAR at TGE. Under which FDV would you buy at the launch?

[dough @semodough]

$VKTX just read Seedhouse full note - always learn something

[BioAInvestor @BioAlphaa]

@semodough PFE acquiring $VKTX makes strategic sense.

Pfizer's obesity program failed twice.
VK2735 maintenance data Q3 2026.
Better albumin binding than tirzepatide.
Longer half-life without the dependency.

Pfizer needs a first-line oral obesity asset.
$VKTX checks every box.

[BioAInvestor @BioAlphaa]

@semodough Cowen skipping Phase 2a for PN-881 is the signal.

You only go direct to Phase 2b
when Phase 1 human data is clean and potent.

100-fold over secukinumab preclinically.
Rusfertide PDUFA Q3 as the near-term catalyst.
$620M cash runway through 2028.

Pipeline stacking perfectly

[BioAInvestor @BioAlphaa]

FDA approved Tregzi today.

First allogeneic regulatory T-cell therapy
ever approved.

Not just a new drug.
A new category of medicine.

Off-the-shelf. Donor-derived.
No patient-specific manufacturing.

The same shift CAR-T needed years to make
just happened in Tregs. NFA.

[BioAInvestor @BioAlphaa]

$ABVX released additional Phase 3 data

Expanded dataset strengthens the long-term safety profile of obefazimod

Continued clinical benefit even in patients
who relapsed during maintenance

End of June malignancy readout
NDA Q4 2026

The bear case keeps getting harder to argue

[BioAInvestor @BioAlphaa]

@semodough @Biohazard3737 The chemistry detail matters more
than people give it credit for

Tirzepatide needed albumin binding for half-life.
VK2735 gets comparable half-life
without that dependency.

Same destination. Different mechanism

That difference is exactly where
"me too" turns into "better than“

[BioAInvestor @BioAlphaa]

@semodough First-in-class MRGPRX2 antagonist.
Dual mechanism — mast cells and sensory neurons.

That dual action is the differentiator
from anything currently approved for CSU.

$125M private placement just closed.
Funded through both readouts.

CSU data first. AD data H2. NFA.

[BioAInvestor @BioAlphaa]

@semodough $212 target up from $185 is a real signal.

Zoldonrasib 1L PDAC with no new toxicity
beyond chemo is the key detail.

Safety overhang in pancreatic cancer
kills more drugs than efficacy ever does.

BofA raising success probability
matters more than the price target itself. NFA.

[BioAInvestor @BioAlphaa]

FDA formally accepted Replimune's
third BLA submission today.

Response due August.

Twice rejected. Twice fought back.

Today the agency called it urgent.

Science eventually wins arguments. NFA.

[BioAInvestor @BioAlphaa]

Moderna up 12% today.

FDA panel voted 9-0 for its flu vaccine.

Same week: pivot revealed.
T-cell engagers. In vivo CAR-T. Ovarian cancer.

Everyone wrote this off as "just vaccines."

Revenue down 80% from peak.
The pipeline says otherwise. NFA.

[BioAInvestor @BioAlphaa]

Six companies. Same FDA. Same pattern.

Moderna. UniQure. Regenxbio. Biohaven.
Vanda. Capricor.

All rejected. All now reversed.

Leadership changed. The science did not.

If your biotech got rejected in 2025 —
re-read the FDA's reasoning today. NFA.

[BioAInvestor @BioAlphaa]

Replimune rejected twice.

Today: third submission. FDA calls it urgent.

Shares spiked 80% on "productive" talks.

Twenty investigators once defended this drug
in an open letter after rejection.

The science was right the whole time. NFA.

[BioAInvestor @BioAlphaa]

FDA just granted Breakthrough Therapy
to elsunersen for SCN2A-DEE

A rare severe pediatric epilepsy

$PRAX stock gained on the news today

This is the second Breakthrough Therapy
designation for a rare epilepsy drug this quarter

Genetic epilepsies becoming a hot therapeutic area

[BioAInvestor @BioAlphaa]

Eli Lilly just committed up to $1.9B
to a Chinese biotech most investors never heard of.

Abbisko Therapeutics.

Lilly has spent $18B+ on acquisitions
in just the past few years.

Chinese biotech licensing
is no longer a side strategy.

It is becoming core M&A doctrine. NFA.

[BioAInvestor @BioAlphaa]

Merck just hit primary and key secondary
endpoints in Phase 3 ATLAS-UC.

For ulcerative colitis.

Same week reportedly in talks
to pay $32B for $RVMD.

One company. Two oncology-adjacent bets
landing in the same week.

That is not coincidence. That is strategy. NFA.