Jason

Husband of a lovely spouse, father of 3 wonderful children, Catholic, USAF Officer ,undergrad@UW & 3x masters@OU&ACSC&NDU,biotech enthusiast-Love Seattle

[Jason @JasonHolman5]

@FieldGulls Ummmm…. Maybe the Seahawks just stick with #winning. 😛

[John Evans @john_evans3]

Big benefit of Pfizer COVID drug I haven’t seen discussed: different resistance profile

New variants from spike vaccine selection pressure shouldn’t evade protease drug. And vice versa.

It’s a safety net that buys us time should scary variants arise that evade current vaccines

[Jason @JasonHolman5]

On that note added to $XFOR here… but probably should’ve waited a couple days/week for the $XBI to find support.

[Jason @JasonHolman5]

Great job numbers: ✅
Child COVID vaccines: ✅
Exceptional data f/ $PFE COVID pill:✅

$XBI maintaining ⬆️ momentum: ❌

[Jason @JasonHolman5]

$CMRX Well… that was an interesting 8 hours. Glad to have just stuck through/allowed situation to develop.

Took a position in $XFOR on the drop today. Really will be last new bio position, unless exiting another.

[Jason @JasonHolman5]

Re-entered $CRIS today; trusting some of the macro developments f/market and sector. Done entering any new bio positions. $PDSB $APTO $AUTL $VINC $CMRX $FSTX $OCUL $OPTN $DTIL

[Jason @JasonHolman5]

Entered $CMRX, re-entered $DTIL, added to $AUTL & $APTO. Been scaling into $FNMA since <.83. Tracking for a $FTMX entry or $OCUL $VINC adds. Moving slow as don’t want to miss 4Q, but macro events still choppy.

[Jason @JasonHolman5]

@SeattleTechie40 Yesterday morning, exited/took profit in $EDIT, $ITOS, $CRIS, $CBIO

Exited/took loss in $CTMX

Reduced pos. in $PRTG $OCUL $AUTL $VINC (some gains/some losses).

Going to sit on my hands until all the recent turmoil settles down.

[Jason @JasonHolman5]

Yesterday morning, exited/took profit in $EDIT, $ITOS, $CRIS, $CBIO

Exited/took loss in $CTMX

Reduced pos. in $PRTG $OCUL $AUTL $VINC

Going to sit w/more cash-on-hand while the next few weeks play out.

[Jason @JasonHolman5]

Great to see Sanofi pick up $KDMN at 9.50/shr! Keep M&A in the forefront of the sector conversation.

[Jason @JasonHolman5]

https://t.co/7asDeVXSf8 29 Sep a big date f/ $EDIT as they will have an oral presentation at RD2021 and subsequent Inv CC on patient safety assessments & a preliminary analysis of secondary endpoints to evaluate biological activity.

[N @nosignul]

1/ 🧵Crash Course Summary: LCA10 and explaining $EDIT-101 Key Endpoints

What is LCA10?

[Jason @JasonHolman5]

Top 3 lessons reinforced from the botched $FBRX swing:
1. Always have the risk/return ratio be a prime determinant for any bio
2. Employ a strategy at the onset that protects against early data
3. Don’t put too much faith in the presence of Tute’s(in this case,Orbimed & Point72)

[Jason @JasonHolman5]

Well, $FBRX was a kick in the head. Glad it was a small swing, but the timing was especially unfortunate as the previously telegraphed opp to book some profit and reduce exposure was eliminated w/this early release. Should’ve hedged instead.

[Jason @JasonHolman5]

https://t.co/rYExSrYqzA Great lvl of validation and good on $AUTL to put the sweat equity fwd f/publication of their prev. released AUTO1 results in JCO; excited f/pivotal data on FELIX & if mkt assesses value of advanced CAR-T approaches.

[Jason @JasonHolman5]

$PDSB with a strong 2Q21 showing w/13F filing changes.

[Jason @JasonHolman5]

In terms of institutional holdings, $CBIO didn’t have the most encouraging 2Q21. Stalwarts (like Orbimed) head tight, though. (Personally, a swing pos.).

[Jason @JasonHolman5]

Regardless of the 2Q weakness in $CTMX, promising to see Point 72 actually picked up another 58.9k shares.

[Jason @JasonHolman5]

Entered $FBRX at $27.56; holding a half position through 7 Sep 21 data as a swing.

[dough @semodough]

$OCUL - CEO OCULAR THERAPEUTIX, INC|DIRECTOR|OFFICER - President and CEO: Mattessich Antony C.P | 5,000 | $9.89 | $49,450