Bio Man

Biotech lover & doer — in general, and with a particular focus on cancer/oncology/precision therapies

[Bio Man @BioMan14896]

How to Design a Cancer Vaccine — truly amazing work @owl_posting @iskander @BenjaminGVincen , thank you for doing this and sharing it with with world

[owl @owl_posting]

How to design a cancer vaccine (and vastly improve them): Alex Rubinsteyn & Ben Vincent

this is an interview with @iskander and @BenjaminGVincen, two UNC professors. it is three hours of incredibly detailed takes on cancer vaccines, personalized immunotherapy, and how both may be improved in the fullness of time. Alex and Ben are both wellsprings of knowledge and this was a very, very fun episode to film; i expect it could've gone on for an hour longer. enjoy!

(other links in reply)
https://t.co/JK4de7pipJ

[Bio Man @BioMan14896]

@zipjet enjoyed this breakdown/history of Avoro, esp. tie in of $UTHR v. $LQDA angle

[Mgoes (bio/acc 🤖💉) @m_goes_distance]

biotech ideas we're funding rn:

- Stripe for gene therapies.
- GitHub for wet labs.
- Cloudflare for clinical trials.
- Plaid for biomarkers.
- Bloomberg for biological age.
- Costco for GMP manufacturing.
- Anduril for biosecurity.
- NVIDIA for programmable biology.
- Cursor for molecular biology.
- A "WHOOP for cells," not steps.

If infrastructure precedes the science, biotech accelerates 10x faster

if youre backing this wave, i'd love to chat.

[Bio Man @BioMan14896]

@Duke0035 🔥

[Bio Man @BioMan14896]

@TheBioInvestor amazing

(had asked for this, thank you !!)

[Bio Man @BioMan14896]

@BioTechTraderSD welp .. live and learn .. price-vol action did look great … glad I hedged my bets and took a bit more than half off EoD after spike … ultimately a wash for me

[Bio Man @BioMan14896]

@BioTechTraderSD

[Bio Man @BioMan14896]

@biotechreadout awesome work, love this

[Céline @biotechreadout]

Vertex is set to acquire Crinetics for $10 billion. $VRTX $CRNX $NBIX

In this article, we:
- Tease out Vertex’s M&A strategy
- Learn how a team of Neurocrine scientists struck out on their own to start Crinetics
- Surface their under-discussed early stage pipeline

Link below

[Carlos Outeiral @c_outeiral]

This is what I was expecting to see here.

[Bio Man @BioMan14896]

100% agree — however, while I haven’t gone for $ERAS or $ANL at all, have a (dumb, so far) soft spot for $VSTM — mainly for the ovarian doublet being under-appreciated, assign nothing to GenFleet KRAS G12C on/off inhibitor VS-7375 — but I don’t think I can / should do $VSTM anymore, don’t care if I miss the BO it’s just too fickle a mistress and not worth the mental energy

[Bio Man @BioMan14896]

@BOSSTRADING0 (or maybe it’s just my broker’s issue)

[Bio Man @BioMan14896]

@BOSSTRADING0 strike price is sign. lower than it seemingly should’ve been — whose hand did they shake (and how do I meet them)

[Bio Man @BioMan14896]

fully agree that it should happen like this — that said, w/ Pfizer and other similar BPs specifically, I think also helpful and important to look bigger picture from a best-use-of-investment capital-perspective — is Pfizer’s/similar BPs business model strength and predictability better than elsewhere given Pfizer/comp. BPs are pretty much always wide-open to long-tail black swan risk of multi-$B penalties and/or accompanying brand trust damage (e.g., ongoing Amgen/Chemocentryx debacle)

for Pfizer, bear case would be that the debt of all misguided/poorly executed acquisitions compounds overhangs — not just financial debt and interest, poor strategy and execution can manifest in debt and interest at all levels inside (organizational/time/focus/morale/quality/etc) — don’t think Pfizer’s their yet, but hey, maybe it was this element that drove that Amgen CMO to decide to cover up fudged clinical trial data in order to get the drug approved

[Bio Man @BioMan14896]

@PersimmonTI 🤣 you’re on a roll today, love it

[Bio Man @BioMan14896]

@avidresearch @midwit_capital @keisan_15 🤣
I’d fully support this

what I’ve actually done for $PSNL after run-up & plan until any major buying opp dips — fully took equity profits and moved into some Jan’27 $10 calls (@ $5.33/contract avg)

[Bio Man @BioMan14896]

a bit counterintuitive — possibly simply that this 26‑wk COMP006 readout confirms durability but adds no new significant upside nor accelerated timeline

overall I’d bet on thinking it’ll be A-OK and this is just some short-term turbulence — and for those bettors, an even better opportunity to hop into or add more of those Jan’27 $10 calls

[Bio Man @BioMan14896]

@PersimmonTI

[Bio Man @BioMan14896]

@monaco_biotech @albaghli1 $CMPS specifically — the pricing on the unusual options flow below (highlighted by @BOSSTRADING0 June 22 🙏)

[AJ @BOSSTRADING0]

$CMPS 1/2027 MASSIVE bull debt 10/20 about $3 million bucks for an upside bet! NDA Q3

$XBI $IBB

[Bio Man @BioMan14896]

@monaco_biotech @albaghli1 💯 not complaining though, gave us plebs some time to get in too — and, if no major move today, still very close to parity with pricing on high volume of recent large-block long-option institutional orders

$CMPS