$LQDA what a ride from $2.50/sh. I sadly made my exit just under $60/sh having being so bullish for so long. The risk reward here isn’t favorable so will wait out judges ruling and then revisit. Love the leadership here and know they can push this even higher
Busy Monday for the portfolio. $XENE biggest position of the movers for me hit on P3 X-TOLE2 study with better than P2 results. Should see a reactive change in PT tomorrow or next day
$AQST uncertain how the market and management would respond to CRL. Clearly the plan is initially well received but should settle my guess if wanting entry at a better price
$AQST my hunch is a CRL based on their release on Jan 9. This should bump $SPRY temporarily. If I’m wrong, $AQST should cut into $SPRY nearly immediately - news most likely pre market Monday
$AQST my hunch is a CRL based on their release on Jan 9. This should bump $SPRY temporarily. If I’m wrong, $AQST should cut into $SPRY nearly immediately - news most likely pre market Monday
$ERAS is having a run on rumors and read throughs - this is a second half of 2026 story IMO and P1 on all of it is risky so I made a full exit over $6/sh - I like the company and will revisit as it comes down.
$ABVX what a year this one has had. My position was only a mere fraction of a normal holding for me but this has been my biggest winner of 2025 by a long shot. I’m digging in deeper at these levels to see if it’s worth staying in and how long will this go. Stay tuned…
$GUTS not usually a medical device trader but I'm intrigued by the story of this little company and decided to start a small position. Revita has several studies in play that should shed light on success soon
$OVID data on 329 will be any day. Positive P1 results will significantly reduce risk around P2a, focal epilepsy. The next drug, 350, will read out Q4. $OVID not receiving much attention here. - mistake IMO double catalyst and multi bagger potential next 6-12 months
@Getoutofmyway1 Priced where it should be and I feel probability of success on HEROIC is less than 50%. The platform is here though so after it recovers I’ll be back - the APOE play is the major wildcard
$LXEO been in this one for awhile and so today’s read thru off $QURE data is encouraging. However, short term, I am hesitant and will sit out the HEROIC P1/2 release forthcoming - full exit of my position. Will revisit. Long ways to go…
$ATYR if (big IF) P3 hits for EFZO-FIT then what a value at over $5/sh.. too risky here and too many red flags for me allowing to even get to P3 so making a full exit after a minuscule position became a large winner for me - thank you and good luck to all the longs
$ATYR if (big IF) P3 hits for EFZO-FIT then what a value at over $5/sh.. too risky here and too many red flags for me allowing to even get to P3 so making a full exit after a minuscule position became a large winner for me - thank you and good luck to all the longs
$MLYS Lorundrostat is a winner imo and despite being a one drug company I think this has legs to the story and started a position at just under $15/share
$OVID love the leadership team here and decided to start accumulating shares along the way since June in anticipation of topline data from OV329 as it tries to differentiate from vigabatrin- despite a very nice lead in, will plan to hold all through the data release