Daycap

Biotech and MedDevice Enthusiast | May have L/S positions in mentioned names | Tweets are strictly my own opinion and not intended as investment advice

[Daycap @Daycap1]

@JohnCendpts $MIST - Yeah that's coming as a Late Breaker Presentation a major medical meeting as mgmt said multiple times on the investor call this morning. For embargo purposes, nice try to spin though

[Arka @arkabagchi24]

$MIST and their lead drug knocked it out of the park on this. 64% of patients went from arrhythmia to a normal heartbeat within 30 minute.

Tachycardia patients need a drug like etripamil bc beta blocker side effects include blood pressure issues depression, mild dependency…

[Paras Sharma @paras_biotech]

A quick look back...

Source: JPM

[dough @semodough]

$LPTX definitely ACTIVE drug in large market ORR: 68% in overall population (n=22, 1 CR, 14 PR),unchanged from previous disclosure
DKK1-High: 90% (n=10, 9 PR), DKK1-Low: 56% (n=9, 1 CR, 4 PR) PD-L1-High: 67% (n=6, 1 CR, 3 PR), PD-L1-Low: 79% (n=14, 11 PR) $LPTX acquired in 2023?

[FinRadar.ai @StuckInStock]

Interesting development with $CABA now with a plenary session oral presentation granted for DSG3-CAART in mucosal pemphigus vulgaris. Would have to assume they are finally seeing some activity? Would be a major turnaround news for their platform

[Daycap @Daycap1]

@paras_biotech Thanks Paras

[Persimmon Tree Investments @PersimmonTI]

$XBI

This is a good biopharma M&A tracker:

https://t.co/u91tIZDOuE

[Daycap @Daycap1]

$CRDF

Interesting expense: "The increase in outside services is related to strategic valuation consulting related to our lead drug candidate, onvansertib."

https://t.co/8m4rrekHGO

[Venture Investment Partners (VIP) @GeorgeB14941177]

$SLDB Solid Biosciences Reports Fourth Quarter and Full-Year 2021 Financial Results and 2-Year Efficacy and Safety Data from the Ongoing Phase I/II IGNITE DMD Clinical Trial of SGT-001 https://t.co/DtCzOFTksU

[ZK @TradeMasteryZk]

$SLDB long

[Investment IQ @InvestmentIQ]

Absolutely superb news from $PDSB! Congratulations to #NSCI investors for being part of a world leading program. The very real impact of this research for cancer patients cannot be overstated. So many lives that could be saves each year 👏🏼👏🏼

[Daycap @Daycap1]

Any thoughts on $ACHL upcoming addition to the Nasdaq Biotech Index?
https://t.co/ucdsa3srkO

[Daycap @Daycap1]

https://t.co/R8vjfqb3dt

[Daycap @Daycap1]

It never ceases to amaze me that politicians villainize biotech companies rather than insurers and middlemen in the drug cost argument.

[Daycap @Daycap1]

@TonyFauci2 Agree with Red Boal here. Long Long ways away. Plus you have to factor in the risk of gene editing vs. a safe and effective pill? The pill will win.

[Rajt @Rajt1111]

I think $KPTI is one of the most undervalued company out there. High short interest to market makers are trying to beat it down.

[Pharmdca @Pharmdca]

$ACHL several data readouts in 2022

[Mac @MACDcurlingup]

Thank you @Pharmdca added two great visual slides to your thread on $FSTX

[JMoney💸 @jmoney_hoops]

$KRYS Great data results