BLK1 Science

Trading & Investing in the biotech space with a fundamental and scientific focus on facts
Old enough to remember what a bear market is

[BLK1 Science @Blk1S]

1/2 Gene therapies in focus $SRPT $SNY $BMRN $PFE $BIIB $MRK $BMY. This week, $TSHA announced that it received rare pediatric disease and orphan drug designations for TSHA-105. Lead asset for GM2 gangliosidosis. Valuation seems quite high when e.g. compared with $SIOX.

[Stockmoney Lizards @StockmoneyL]

Bitcoin: First move towards our target zone.
I expect this to be a rather sharp move down and up again (V).

[Seth @seth_fin]

💵💵💵💵
Started on X with zero followers giving brutal Alpha from the beginning on the stock market, yields, inflation, commodities then I pivot into Bitcoin because Algorithms on twitter were favourable.

But my main bread and butter is the stock market.

Went from 0-94,700 followers. Almost 100K which is huge.

I want to thank everyone who helped me grow and everyone who followed me and the subscribers.

We have more work to do.

God willing 🙏

Accounts that helped me grow in the beginning:
@TATrader_Alan
@StockmoneyL
@thescalpingpro
@el_crypto_prof
@SatoshiFlipper

[Dr. Simon @goddek]

The whole point of following someone is to see their content, not what the algorithm thinks I should see. Otherwise, what’s the point of following anyone, @nikitabier?

[Suppressed News. @SuppressedNws1]

Nikita Bier ruined 𝕏.

The algorithm sucks, for you page barely shows the people am following.

My own followers can’t even see my posts.

What’s the point of saying 𝕏 is the number 1 News app and “We are the media” then literally destroying accounts sharing news??

[Stockmoney Lizards @StockmoneyL]

Ethereum / BTC.

While BTC is entering an autumn correction, ETH (as a surrogate for Altcoins) shows strength against BTC.

Once BTC recovers (doesn't even have to be a new ATH, but simply reclaim 115 - 120k), ETH will push higher.

Large caps will move along.

[Stockmoney Lizards @StockmoneyL]

Crypto portfolios look like crap now. Understood... #Bitcoin #Altcoins

But people forget some really simple market mechanics and basics: Markets don't "hate war" - they hate uncertainty.

Look at the #SPX chart here. I plotted the major wars with US participation in the past 100 years.

Notice anything? The moment it started, we saw a drop. After the drop? IMPULSIVE RECOVERY.

Now, ask yourself today: Is a 30% drop an opportunity? Or should I panic and sell?

I can answer this question very clearly for myself. DYOR. Not financial advice.

[BLK1 Science @Blk1S]

(2/2) for these reasons, stock might remain under pressure in the forseeable future (unless an unexpectedly good collaboration regarding PD program is built)

[BLK1 Science @Blk1S]

(1/2) $VYGR with new promising preclinical data on their capsid / anti-tau antibody programs. Currently trading near NC. Downsides: cash runway (~4 qtrs) + setback reg. most advanced clinical (PD) program (existing hold, termination of collaboration)

[BLK1 Science @Blk1S]

Decent earnings / outlook by $JNJ
Democrats pulling back pressure on drug price reform
FTC playing nice on $ALXN
Reopening trade fading
Nice basis for $XBI to stop downtrend

[BLK1 Science @Blk1S]

$FGEN ..."became aware that [...] analyses included post-hoc changes to the stratification factors” - serious mistake / intentional or unintentional - either way, this relativizes what was thought to be roxadustat's major advantage (cardiovascular risk profile) $AZN

[BLK1 Science @Blk1S]

$FGEN "B of A Securities Upgrades FibroGen to Buy, Announces $47 Price Target" - agreed, even in case of approval with black box warning, we see significant upside potential.

[BLK1 Science @Blk1S]

$DCTH true shocker... But will continue to tumble forward, now fighting uphill against cash burn. Final failure with CRL due to single-arm shenanigans against FDA SPA. Most important measure according to old SPA (mOS) not even disclosed / analyzed yet

[BLK1 Science @Blk1S]

$DCTH threw away SPA and converted to a single-arm-study. Skeptical, if FOCUS study can provide compelling evidence for an attractive benefit-risk-profile.
Even if approved, EU sales trajectory provides little reason for outsized optimism.

[BLK1 Science @Blk1S]

$XBI near MA 200 this is the time to add to your favorite stocks. Biotech Sentiment is awful right now and will improve again. Time for easy stupid profits might be over, but there is some value again out there to be found

[BLK1 Science @Blk1S]

Initial sales have been disappointing and led to decline in stock price - new data could be key driver

[BLK1 Science @Blk1S]

$CHMA Strong long-term efficacy and safety data presented for MYCAPSSA - “The fact that 90% of the patients receiving MYCAPSSA in the CHIASMA OPTIMAL trial elected to enroll in the OLE demonstrates strong patient preference for MYCAPSSA.” PI of the trial says.

[BLK1 Science @Blk1S]

2/2 $RAPT valuation quite high - cash runway ~1yr (currently ~$80 mio cash / mcap ~570 mio). Interesting second asset FLX475 - Hanmi deal: up to $48 success-based development milestones and up to $60 million potential sales milestones

[BLK1 Science @Blk1S]

1/2 $RAPT Therapeutics Completes Enrollment in Phase 1b Trial of RPT193 in Atopic Dermatitis - P1b data in H1 2021 expected - interesting asset that could be competitive to biologics and other immune-modulating drugs $PFE $SNY $NVS $BHC $TEVA

[BLK1 Science @Blk1S]

$FGEN $AZN https://t.co/O8q5jvPl1x Interesting study analyzing link between AdCom recommendations and FDA decisions between 2008 and 2015.

[BLK1 Science @Blk1S]

$FGEN $AZN FDA will hold an AdCom meeting to review the new drug application for roxadustat in the U.S. - We suggest the most likely reason for the AdCom meeting is to solve the labelling question (black box label).

[BLK1 Science @Blk1S]

2/2 Strong P1/2a with durable responses after single-dose application. Good safety profile.
Recognizing the trends: RNAi + Hyperlipipidemia as emerging scientific fields.

[BLK1 Science @Blk1S]

1/2 $ARWR just filed IND to begin Phase 2b Study of ARO-APOC3 in patients with severe hypertriglyceridemia. RNA based drug companies on the rise since FDA approval of first RNAi drug Onpattro (patisiran) in 2018 $ALNY $MRNA $IONS $TBIO