Mindreader Biotech

PhD (molecular biology) + MD
Bridging Science and the Markets in Biotechnology

[Mindreader Biotech @MindreaderBio]

Checkpoint blockade removes the PD-1 brake on CD8 T cells.

But brake release ≠ engine restoration.

Exhausted T cells need metabolic support and persistence signals (think IL-15 biology). The Anktiva.

The next wave in oncology isn’t stronger chemo. It’s immune system architecture.

@DrPatrick @elonmusk @ImmunityBio @Biotech2k1 @_Biotech_iQ
#Immunology #Sciencecommunication #Oncology #biotech #CancerResearch
$IBRX #StocksInFocus

[Mindreader Biotech @MindreaderBio]

Might be time for the analysts to get those discounted cash flows recalculated.2 year down 19 basis points and the 10 year under 5%.Flight to quality globally with the fed now having to add negative wealth effect to its policy mix.With the cratering of AI making diversifying some capital into biotech look prudent.Oil is the next domino.Iran and Ukraine could finally be some cause for a tiny bit of optimism.

[Mindreader Biotech @MindreaderBio]

$ELTX presenting at ESMO tomorrow with late breaking oral presentation.Failed primary endpoint in AMPLIFY-7P but had some interesting results in after treatment.Should be some interesting information.

[Mindreader Biotech @MindreaderBio]

$ELDN watching and hoping to see these guys able to push tegoprubart ahead. It’s already recognized as having an advantage over renal toxic tacrolimus and being given on a compassionate basis in toxic tacrolimus cases.

[Mindreader Biotech @MindreaderBio]

$CLYM universal love for this stock and budoprutug.Should have a little more clarity over the next 2 months.

[Mindreader Biotech @MindreaderBio]

@HarrieScarlet November 22

[Mindreader Biotech @MindreaderBio]

$CAPR investors are certainly at an extreme level of pessimism on the possibility of approval.I think it’s 50/50.Somewhat of an asymmetric bet downside 2 upside ?20 plus.

[Mindreader Biotech @MindreaderBio]

$VSTM Extremely interesting VS 7375 .Be very surprised if a major collaboration or takeout does not materialize.

[Mindreader Biotech @MindreaderBio]

$FBLG for people who have to own the riskiest assets possible.CSO bought about $500000 in this company earlier this year.Fascinating potential in diabetic foot care.

[Mindreader Biotech @MindreaderBio]

$IBRX Unfortunately BCG supply issues persist and more competition is coming in their primary bladder cancer market.Can’t see why anyone would choose J and J product with a pretzel put in your bladder every 3 weeks if Anktiva and BCG were readily available.

[Mindreader Biotech @MindreaderBio]

Interesting cross currents in the financial markets.Meltdown in AI will put pressure on the whole market but diminishing wealth effect will slow the economy taking pressure off interest rates.Obviously turmoil in Europe is having a positive effect on US Treasury yields doing a lot of the feds work for it.The odds of the Republicans holding the House and Senate is also probably going to increase with the madness of the progressives more in focus.Should be interesting.The probability of a near term peak in interest rates is certainly one positive for emerging biotech.

[Mindreader Biotech @MindreaderBio]

$SLN Nice to see a takeout here on a company doing remarkable science. It makes you realize that during this vicious sell off that negotiations are ongoing and that there is a reason for pre revenue biotech to sell for more than their cash.Another buy rating on $CLYM. Deutsche buy at $28.

[Mindreader Biotech @MindreaderBio]

@ChrisCote24 Prasad a total disaster for emerging biotech.They should have gotten rid of him after REPL first CRL

[Mindreader Biotech @MindreaderBio]

$CAPR No one seems to believe this drug will be approved.The FDA seems to be recalibrating.I think surprises can happen.

[Mindreader Biotech @MindreaderBio]

We have not been following the company that long but we took a position a few months before the initial optimism on passage.We later became more circumspect mainly because we felt the FDA seemed to have developed some type of agenda.We liquidated at a substantial profit but as we have seen the data we have become convinced that the drug should be approved and have initiated another position.We are puzzled more investors aren’t more positive on passage and we are willing to pound the table for deramiocel.We have been big supporters of Replimune and Veristem when investors had flushed them.We are a long only outfit supporting our biotech innovators.We are strongly behind the company and have commented positively on the CEO when others have trashed her efforts.Good luck.

[Mindreader Biotech @MindreaderBio]

@westniles I know the market is sad but $CAPR valuation has a market cap of $400 million

[Mindreader Biotech @MindreaderBio]

The slowdown in deterioration in the crossover group can’t hurt their chances

[Mindreader Biotech @MindreaderBio]

$VSTM market cap $936 million RVMD market cap $41.48 billion

[Mindreader Biotech @MindreaderBio]

Glad to hear good news from the FDA $IBRX approved indication papillary only,acknowledged problem with ethical crossover trials confounding ORR as a primary endpoint which could be good news for other companies

[Mindreader Biotech @MindreaderBio]

$VSTM monumental day in oncology. An oral medication potentially heading to frontline pancreatic cancer treatment with toxicity limited to tolerable GI side effects.

[Mindreader Biotech @MindreaderBio]

$VSTM kind of funny to watch the algos trade this tick down to $6.80 after the market opened this morning Gave some people some real bargains.