BiotechPicks

drug hunter
venture capital
biotech investor
bay area 🤙

disclaimer: tweets are not investment advice. do your own dd!

[BiotechPicks @BiotechPicks]

@pawcio2009 They look good but don’t jinx it 😂

[BiotechPicks @BiotechPicks]

@Mmonkoaa He also scores!

[BiotechPicks @BiotechPicks]

@pawcio2009 Really entertaining game!

[BiotechPicks @BiotechPicks]

Never seen a ref get in the way so much #Brazil #Morocco #worldcup2026

[BiotechPicks @BiotechPicks]

@Banana_Oncology @lcbnuoH woohoo! welcome back @lcbnuoH

[BiotechPicks @BiotechPicks]

@PJamess69 Anything odd about trial design that could explain the result?

[BiotechPicks @BiotechPicks]

@ar929348 who is chatting??

[BiotechPicks @BiotechPicks]

$KNSA seems like a no brainer to me. What is it worth with derisked next gen antibody for RP after phase 2 later this year? Validated MoA, HLE with more convenient dosing will accelerate market penetration. Also wholly owned so 100% of revenues. What are the bear arguments?

[BiotechPicks @BiotechPicks]

@forfourfun4 their focus "all about RP" is what gives me conviction they will succeed in getting 387 to market

[BiotechPicks @BiotechPicks]

@forfourfun4 hmmm 5x seems high to me. with 387 launch, i would put KNSA at $10B EV. conservatively assuming $2.5B peak sales with 50% market penetration

[BiotechPicks @BiotechPicks]

@MasriAhmadMD Can you comment on BHB differentiation, if any? Thanks in advance!

[Ahmad Masri @MasriAhmadMD]

MAPLE-HCM showed that metoprolol as a BB is harmful. In this complementary analysis presented by @dr_pavia #Heartfailure2026 #HFA2026 we showed that the lack of benefit was not a dose dependent finding. More in the slides
#CardioTwitter

[BiotechPicks @BiotechPicks]

@avidresearch most de-risked biotech stock i've owned in a long time, with plenty of upside over the next year!

[BiotechPicks @BiotechPicks]

@RudyResearch why $ZURA down?

[BiotechPicks @BiotechPicks]

@murphycpr keep you head down and keep buying!

[BiotechPicks @BiotechPicks]

@DemorrisDi2886 @eo_w26 please let me know when you sell!

[BiotechPicks @BiotechPicks]

@SharkAlertsBio 💰🫰

[BiotechPicks @BiotechPicks]

@DmitryKovalchuk @BiotechObserver @TTRAmyloid @Sanctuary_Bio Good luck!

[BiotechPicks @BiotechPicks]

@ohadhammer Blina not ideal for I&I. Next gen detune CD3 potency to help with CRS and ICANS. TBD as you said, but experience from cancer trials suggests next gen TCEs will improve on safety

[BiotechPicks @BiotechPicks]

someone always knows