DK

[OptaFranz @OptaFranz]

5 – Mit heute 20 Jahren und 261 Tagen ist Johan Manzambi der jüngste Spieler, der bei einer WM-Endrunde seit det. Datenerfassung (1966) die Marke von fünf Torbeteiligungen erreicht (3T 2A). Überhaupt gelang dies in diesem Jahrtausend nur einem U21-Spieler: Thomas Müller 2010 (gar 8).

Fußspuren.

[DK @Eskimo242]

$VVOS $IXHL #investing #biotech #Xbi

Eli Lilly’s up to $7.8B Centessa deal just validated the massive OSA/sleep market.

$VVOS treats the ROOT CAUSE of obstructive sleep apnea with FDA-cleared oral devices, real revenue & 60k+ patients — at a tiny ~$14M mkt cap!

$IXHL’s oral IHL-42X is in Ph2/3 for OSA too.

Both look insanely undervalued. $VVOS $IXHL 🚀

[DK @Eskimo242]

$GEVO $PLUG #trading #investing #Squeeze

$PLUG is being squeezed. Might $GEVO be next? 🧐🧐🧐

👉Short interest is approximately 38 million shares (16%).

I don't see a clear path to profitability for $PLUG. In the meantime, $GEVO has already turned its adjusted EBITDA positive 💰💰💰

[DK @Eskimo242]

$NCNA #biotech #xbi #investing

$NCNA ✅

👇👇👇

[Antonio Costa @ACInvestorBlog]

$NCNA keep an eye on this one. Big catalyst this month. NOTE: Net Cash/Sh: $6.42 @Maximus_Holla On the verge of a big breakout.

[DK @Eskimo242]

$ITRM #biotech #investing #xbi

Everyone, please read this carefully again! Why would $ITRM accept a lowball offer of $200–300 million, as some people here and on ST suggest? Just because they lack the time or confidence? I have both, and plenty of shares. 😉
What I don’t have is money to give away on a lowball offer!

👇👇👇

https://t.co/ZP45YUya0t

[DK @Eskimo242]

$NCNA +25% 👇👇👇 time to read again

#investing #biotech #stocks #trading

[Gaetano @crux_capital_]

1/ A biotech trading below cash, chasing a $7B+ cancer market

NuCana $NCNA is trying to repeat history. The same chemistry that created $200B+ in antiviral blockbusters (like Sovaldi and Remdesivir) is now being applied to cancer.

Two drugs, NUC-7738 and NUC-3373, could unlock new treatment options.

Data is coming in October. Cash lasts into 2029. Market cap ~6M.

Let's dive in...🧵

[DK @Eskimo242]

$NCNA 👀 something major cooking

#trading #biotech #investing

[HODOR @Maximus_Holla]

$NCNA 4.89 key then should be traded at 6 minimum which is their cash per share ahead of their Melanoma data!

[Incannex Healthcare Inc. @ASX_IHL]

Check out @PsychTimes latest coverage of #IncannexHealthcare’s positive data from its phase 2 #clinicaltrial of PSX-001, a psilocybin-assisted #psychotherapy treatment for generalized anxiety disorder.

Read the coverage here: https://t.co/tvakTcvALS

#IXHL #ClinicalTrials $IXHL

[Gaetano @crux_capital_]

$IXHL Thread 🧵

1/
Sleep apnea is one of the largest untapped healthcare markets. CPAP machines dominate treatment, yet around half of patients stop using them within a year due to discomfort or inconvenience.

Now, two companies are racing to deliver the first FDA-approved oral pill for OSA: Apnimed (private, ~$400M valuation) and $IXHL (public, ~$50M market cap).

Here’s why IXHL is the asymmetric opportunity 🧵

Please share repost/quote this to spread the word!

[Gaetano @crux_capital_]

$IXHL Incannex is a nano-cap biotech ($35M MC) out of Australia that could be sitting on a blockbuster pipeline. With three Phase 2 programs in sleep apnea, arthritis, and anxiety — all areas with few solutions but huge markets — Incannex might be one of the most asymmetric plays in biotech right now.

Let's dive in 🧵

[DK @Eskimo242]

$ITRM #Biotech #TradingOpportunity #investing #TradingCommunity

$ITRM The commercial launch of Orlynvah is on August 20th. There are only 13 days left! Place your bets and take your seats in the first row 🚀

✅ FDA-approved uUTI drug
✅ Commercialization 🤝 EVERSANA
✅ Cash into 2026
✅ Manufacturing 🤝 ACS Dobfar
✅ patent protection into 2039
✅ MC ~35mio !!!

[DK @Eskimo242]

$IXHL $VVOS #Biotech #OSA #TradingCommunity

$IXHL is on fire 🚀🚀🚀

If you like $IXHL, you might also like $VVOS.

I own both 💸 The obstructive sleep apnea (OSA) playing field is huge, with room for many players.

[Gaetano @crux_capital_]

Lets talk about $ITRM’s latest 10-Q, and yes, the risk language could sound harsh if you're unfamilair with this type of filing.

Phrases like:

“Substantial doubt about our 12-month viability…”
“We have not yet demonstrated an ability to commercialize…”
“Heavy reliance on a single product…”

But let’s slow down. This language isn’t unusual. It’s not even alarming — it’s standard. Nearly every biotech transitioning from development to commercialization says exactly this.

Here’s why it’s required, why it’s normal, and why $ITRM’s current setup is actually more promising than most peers at this stage 👇

📌1. “Substantial doubt about 12-month viability”
This is mandatory disclosure if a company has no commercial revenue and <12 months of guaranteed cash on hand. It’s based on accounting rules (ASC 205-40), not an opinion about company failure.

BUT:

✅ $ITRM just stated in their Q2 release that they have cash runway into 2026, including ~$13M cash on hand and ~$2.2M available via ATM.
✅ Their cash burn is low relative to peers (no heavy R&D, no manufacturing overhead).
✅ The company just added a commercial supply deal with ACS Dobfar and has structured support via EVERSANA and Accord Healthcare.

Going concern risk? It’s boilerplate. They’ll likely do a modest raise after launch, not before.

📌2. “No product revenue history”
Of course they don’t — this is a pre-launch biotech.

Nearly every company with a commercial product in hand has gone through a 10-Q or 10-K that said the same thing. Even Sarepta ($SRPT), Axsome ($AXSM), and TG Therapeutics ($TGTX) had versions of this in filings after FDA approval.

The key is what comes next. In $ITRM’s case:

✅ FDA approval for ORLYNVAH: ✔️
✅ STIC listing (payer unlock): ✔️
✅ Commercial supply chain secured: ✔️
✅ U.S. go-to-market team (EVERSANA): ✔️
✅ Distribution and co-commercialization (Accord): ✔️
✅ August 2025 launch timeline confirmed: ✔️

They have everything lined up. No revenue yet? That’s about to change — within weeks.

📌3. “Heavy reliance on ORLYNVAH’s success”
This is a single-asset company — true. But here’s why that’s not a deal-breaker:

🧠 ORLYNVAH is the only approved oral penem in the U.S.
🏥 It’s indicated for multi-drug-resistant UTIs, a $2B+ market with no branded competitors.
🛡️ It offers an oral-to-IV switch option — a key differentiator in hospital discharges and outpatient care.
📉 Antibiotic resistance is rising — this is a growing need, not a fading one.

Would it be better if they had 5 pipeline drugs? Sure.
But this is a focused launch, not a sprawling pipeline play. Many successful biotechs started here.

📌 4. “Complex debt covenants”
Yes, they’ve raised non-dilutive or structured capital. But this is how small biotechs survive pre-launch.
They avoid dilution by partnering with lenders like Hercules or offering milestone-triggered access to cash.

Unless covenants are breached (which we’ve seen no indication of), this is a neutral.

The 10-Q confirms no default. Cash is intact. Operations are on track.

📌 5. “Regulatory and IP risks”
Again, standard. Every biotech includes this language.
Even Pfizer, Merck, and BMS include risk statements about patent challenges, FDA delays, or market uncertainties.

What matters is:
✅ Iterum owns the sulopenem IP outright
✅ They’ve cleared the most critical regulatory hurdle (FDA approval)
✅ The STIC listing means they can be reimbursed by Medicare and Medicaid

This is all routine legal language. If it weren’t included, that would be the red flag.

📌So what’s the real story here?

$ITRM is in a rarely clean position for a microcap:

🚀 FDA-approved product (ORLYNVAH)
🏥 STIC listed for full payer access
🤝 Dual launch support: EVERSANA (sales, market access) + Accord (distribution)
📦 Supply chain ready (ACS Dobfar)
📅 August 2025 U.S. launch
💰 Cash into 2026
📉 No branded oral competitors
🦠 Serving a high-need, drug-resistant UTI market
📈 Early commercialization without bloated costs

💬 The 10-Q language is required. The risks are real — but addressed.
Every single point in that post has a response backed by recent filings and partnerships.

If the launch executes on time — and payers adopt quickly — this could evolve into a rare microcap success story built on a real commercial foundation.

[DK @Eskimo242]

$ITRM #Biotech #investing

Takeaway from $ITRM CC:

They've targeted 2,300 physicians who write over one million scripts annually. Assuming just a 5% market share at $2,000 per script, that's $100 million in revenue per year — four times today's market cap 🥳

[BiopharmIQ Industry Insights @Biopharmiq_B2B]

💰 Biotech’s Billion-Dollar Bets (H1 2025)

From brain chips to AI drug discovery, here’s where the $$$ is going:

🧠 Neuralink ($600M)
🤖 Isomorphic, Pathos, Tempus (AI)
💊 Sanofi ($2.7B), Insmed, and more!

Track the funding: https://t.co/afyBm1kvR8

📊 via @Biopharmiq_B2B

[BiopharmIQ by Amp @BiopharmIQ]

1/🧵 Q2 2025 biopharma earnings season continues next week… 📆

A busy lineup of SMID-cap reports on deck!

» 6 large cap
» 22 mid-cap
» 53 small-cap
» 16 micro-cap

Ticker / Market cap / commercial stage (Y/N)* / (AM/PM)** 👇

8/4/25
$AXSM / $5.1B / Y / AM
$BCRX / $1.7B / Y / AM
$BNTX / $26.2B / Y / AM
$PRAX / $1.1B / N / AM
$TGTX / $5.8B / Y / AM
$ARDX / $1.0B / Y / PM
$BMRN / $11.2B / Y / PM
$KRYS / $4.5B / Y / PM
$PRTA / $377.9M / N / PM
$SNDX / $853.6M / Y / PM
$VRTX / $120.1B / Y / PM

8/5/25
$AMRX / $2.5B / Y / AM
$AXGN / $610.7M / Y / AM
$CLLS / $207.4M / N / AM
$CRIS / $20.2M / N / AM
$ESPR / $278.5M / Y / AM
$HRMY / $2.0B / Y / AM
$IMNN / $16.9M / N / AM
$ITRM / $31.6M / N / AM
$MDGL / $6.8B / Y / AM
$OCUL / $1.9B / Y / AM
$RIGL / $373.9M / Y / AM
$RXRX / $2.6B / N / AM
$RYTM / $5.7B / Y / AM
$SUPN / $2.0B / Y / AM
$ADPT / $1.6B / Y / PM
$BBIO / $9.1B / Y / PM
$DAWN / $670.5M / Y / PM
$EOLS / $599.0M / Y / PM
$HALO / $7.6B / Y / PM
$JAZZ / $7.0B / Y / PM
$PCRX / $981.7M / Y / PM
$PSNL / $494.6M / N / PM
$RARE / $2.6B / Y / PM
$SIGA / $471.5M / Y / PM

^FN
*If N then clinical-stage company
**AM - before market opens and PM - after market closes

See the calendar for all the biopharma tickers reporting next week. 🗓️👇