Biotech Tailwind Capital

Investor Relations / Corporate Comms / ex #WallSt. Connecting #biotech / #medtech to specialist #investors. ❤️#InvestorRelations #VC #JPM24 #JPMWeek

[Daphne Zohar @daphnezohar]

Very sad news for the biotech community. Justin Zelin, senior biotech analyst at BTIG, has unexpectedly passed away. May his memory be a blessing HT @soowannaway

[Biotech Tailwind Capital @BiotechTailwind]

@Biotech2k1 AXGN

[Biotech Tailwind Capital @BiotechTailwind]

@adamfeuerstein @SamFazeli8 Sad but not how banks gain favor with management teams. Placing a sell could translate to Graybosch having a challenging relationship with management and the company seeking out other banks for future transactions.

[Biotech Tailwind Capital @BiotechTailwind]

@jcantroot @unusual_whales 😂😂

[Biotech Tailwind Capital @BiotechTailwind]

@YYDSxjm So hard to get a win in biotech. This one was satisfying.

[Biotech Tailwind Capital @BiotechTailwind]

@nic_detommaso Good to know. Especially if you’re in investor relations and trying to put companies in front of VCs

[Biotech Tailwind Capital @BiotechTailwind]

What CAN’T @JMaraganore do!?
Congrats!

[John Maraganore 🇺🇸🇬🇷🇺🇦 @JMaraganore]

Very excited to join Jeffries as a Senior Advisor! Terrific banking team with Phil Ross and Chris Roop! https://t.co/1Cz5pwolRh

[Adam Feuerstein ✡️ @adamfeuerstein]

This guy isn't slowing down...

Biotech veteran John Maraganore raises $135 million for his ‘next-generation RNAi’ startup https://t.co/LCrgTTAnJc via @ADeAngelis_bio

[Biotech Tailwind Capital @BiotechTailwind]

@SecretCFO Might not work in a small, family-run business where your boss is related to their boss🤦🏼‍♀️

[Biotech Tailwind Capital @BiotechTailwind]

@SecretCFO Literally my CFO even after we rehearsed Q&A for the 99875535569th time!

[Biotech Tailwind Capital @BiotechTailwind]

@GeneInvesting I've always been bullish and long $NTLA.
Used to cover it during my time on the street.

[Biotech Tailwind Capital @BiotechTailwind]

@semodough $CATX next

[Biotech Tailwind Capital @BiotechTailwind]

Specialist #investors aside, look at $LNTH's position in $CATX

[Jake Weber @ProfitNomad]

Which BioSpecialist investors have positions in the next potential radiopharma buyout?

Baker Bro's has a 1.3% stake in $CATX (Perspective Therapeutics)

Acorn Bioventures has a 6.3% and Sofinnova a 5% stake in $YMAB,

*Telix $TLX and Clarity CU6 are both Australian listings

Don't see biospecialist's involved in $CLRB or $ATNM but both are on the verge of FDA approvals

h/t @JacobPlieth

[Biotech Tailwind Capital @BiotechTailwind]

Good to see Rob Ross making a reappearance!

#biotech
#investorrelations
#irchat

[Adam Feuerstein ✡️ @adamfeuerstein]

Immuno-oncology startup launches with $150 million, ex-Surface, Bluebird exec as CEO https://t.co/oGUyvIl3BM via @ADeAngelis_bio

[Biotech Tailwind Capital @BiotechTailwind]

@Bakery_bros What about $ATNM?

[Biotech Tailwind Capital @BiotechTailwind]

@West0_Cap Maybe 2H24 - early 2025 is the end..
There’s barely a handful of public companies with therapeutics in clinical development + in-house manufacturing + supply chain figured out. There’s some attractive privates. Then there’s big pharma experiencing fomo…

[Biotech Tailwind Capital @BiotechTailwind]

@nic_detommaso @VCBrags I love your posts @nic_detommaso !
They probably do jump start careers!

[Biotech Tailwind Capital @BiotechTailwind]

@adar170 DES-PER-ATE!!
$CATX might just be waiting on a better offer and this is what $LNTH can afford right now.

[Biotech Tailwind Capital @BiotechTailwind]

Lot's of FOMO among big pharma today.

According to @TruistNews equity research analyst, there are only a few public standalone #radiopharma companies left such as $CATX, $CU6-AU / $CLRPF, $YMAB, & $ATNM.

After recent $FUSN, $PNT & $RYZB buyouts, who will be next?