Matthew Gamber

Read my newsletter! Link in bio.

[Matthew Gamber @MattBiotech]

https://t.co/mRpo0iX28H

[Matthew Gamber @MattBiotech]

Remember when we used to hear about these guys all the time. Glad they are spending their last money wisely

[Matthew Gamber @MattBiotech]

Well shouldn't say never...just filing the 25mg would be good and possibly interesting... Of course then it kind of gives credence that the 50mg signal is real which it might not be! Decisions decisions!

[Matthew Gamber @MattBiotech]

There are valid possible reasons to explain the imbalance but 7 vs. 1 is going to be a tough sell to FDA, to institutional investors, and especially to business development executives...retail investors are much more willing to lay it all on the line versus people who have career risk and don't want to make a bold call that causes them to lose their job and reputation. I'd be shocked if the company was acquired before approval. I have no skin in the game and never will at this point but good luck to those who do $ABVX

[Matthew Gamber @MattBiotech]

My theory on $FULC was no need to be long until after enrollment and dosing was complete because if safety signal showed up trial would be stopped during the Phase 3. But the FDA not even letting them run a Phase 3 is a bit surprising. Management said they bound to a different part of PRC2 so drug was different (How??? I dunno) and that FDA would be more accomodating in SCD than other indications. So they were either lying or they were clueless.

[Nicky The Good @nickythegood]

My wife: what did you guys do last night?

Me: nothing

What we did:

[Matthew Gamber @MattBiotech]

@Biomaven @semodough Just a joke haha but definitely true. Market treats TGTX good news as no news and bad news as horrible news. Luckily they haven’t had bad news in awhile

[Shay Boloor @StockSavvyShay]

SpaceX says it has a ~$29T TAM calling it “the largest actionable total addressable market in human history.”

Here’s the breakdown:
• AI: $26.5T
• Connectivity: $1.6T
• Space-enabled solutions: $370B

[Matthew Gamber @MattBiotech]

I do not understand how doing this is profitable but the bot evolution is never-ending on this site

[Matthew Gamber @MattBiotech]

https://t.co/myzHuys61S

[Matthew Gamber @MattBiotech]

New, long article on $HROW today...summarizing the last nine months, whether I think they hit guidance in Q2 and for FY 2026, and some peak sales estimates for all of their current lines of business. I also tried something new this week and embedded some audio clips from recent calls to give a bit more context. I'm sure that's technically against the Terms of Service so let's see if anyone asks me to take them down or cares at all :-) either way you can read/listen for now!

[Arsenal @Arsenal]

We did it, together.

[Matthew Gamber @MattBiotech]

@AlpBugraBasat Great call

[Matthew Gamber @MattBiotech]

https://t.co/TjeXrEuL48

[Matthew Gamber @MattBiotech]

Posted an earnings season update covering $EOLS, $IDYA, $GERN, $TGTX, $TARS, $DCTH, $XERS, $CRNX, $CGEM, quick preview of $HROW, waiting on $ETON and $CELC this week.

[Matthew Gamber @MattBiotech]

@biofeed Needs a 4k disc release immediately

[Matthew Gamber @MattBiotech]

Stocks up lol. No one said being bearish is easy that's for sure

[Matthew Gamber @MattBiotech]

Leaning way too hard into the Elon cosplay. Also I'm not one to talk maybe but that hairline is strugg-a-ling

[Wall Street Rollup @WallStRollup]

Andrew Ross Sorkin challenged GameStop CEO Ryan Cohen on how $GME has enough financing to acquire $EBAY

[GPF @breakeneven]

$CELC Saw the LIFESCI post from @semodough .
1/ We DO know is that the doublet was STAT significant. Designed to be exploratory , NOT an endpointwith a 3:3:1 randomization. Only 50 pts in that group. With fewer pts, suggests at least 3.5 month or more PFS benefit over control

[Matthew Gamber @MattBiotech]

@Sanctuary_Bio @BiotechElmo So glad to hear that!

[Matthew Gamber @MattBiotech]

A little about me since it's Friday night not that anyone cares

The main core of investing I do is in a Rollover IRA which has grown throughout the years. For some reason I have always been better at growing this than a taxable account maybe because I viewed it almost as fake money. (Though can be withdrawn if shit hits the fan w/ taxes and a penalty.) But since I treated this like a video game it has worked because I have definitely gone hard into some good ideas but as time goes on I'm trying to take less risk. Anyway obviously I do have a normal taxable account, too, which I invest in biotechs. (Because I'm still insane.)

When I went to buy my dream home the whole process freaked me out a bit because I have never renovated a house, wasn't sure about costs, war in Iran, blah blah so I sold tax neutral assets where I could. The one hard one was $CELC which was a blessing because it did improve my life meaningfully last July. But hadn't held a full year, STCG, tax implications etc. so I basically was kind of forced to hold. I decreased my position in the Rollover IRA to a little over 10% but didn't want to sell a winner either. All of this is to say even though I had conviction in CELC my b hole was a little clenched heading into this which is never a great thing considering the downside of a total fail. So I will probably never put myself in this situation again but luckily it was positive on the top-line and no new safety signals so I guess it takes the risk of a significant wipeout off the table which I'm very grateful for. Also I was renovating my house when this was released so I wasn't really thinking anything meaningful could happen on a Friday otherwise those few minutes of being halted with no news yet might have killed me lol.