QueenBioInvestor

Biotech Investor

[QueenBioInvestor @QueenBioInvest]

@Biotech2k1 That is my strategy with several companies such as VRTX. I own it since $7 and is almost $500.

[QueenBioInvestor @QueenBioInvest]

$INSM price action is telling.
The post-earnings selloff looked more like an expectations reset than a broken thesis. Brinsupri still guides to >$1B in 2026, ARIKAYCE remains solid, and TPIP keeps the longer-term optionality alive.

[Biotech2k @Biotech2k1]

$INSM at $121 in after hours. I bet it erases the entire knee jerk sell off. The dropout rate was LOW if you paid attention.

[QueenBioInvestor @QueenBioInvest]

$VKTX oral VK2735 continues to look very compelling.
Up to 12.2% weight loss at 13 weeks, clear dose-response, early onset from week 1.key now is durability and tolerability over 52 wk, but as an oral GLP-1/GIP pfl. remains one of the more interesting obesity assets outside BP

[Bio Stocks™ @BioStocks]

$VKTX Presents Data from its 13-Week Phase 2 VENTURE-Oral Dosing Trial of VK2735 at European Congress on Obesity 2026

Dose-dependent weight loss observed across all VK2735 cohorts, with the highest dose achieving a mean reduction of up to 12.2% (26.6 lbs) from baseline at Wk 13

https://t.co/6QnziHPcjG

[QueenBioInvestor @QueenBioInvest]

@jeffpaleymd @Sanctuary_Bio @adamfeuerstein Thank you, appreciate that. I’m trying to stay very selective here. No one favorite at the moment. more about waiting for the right price in a small group of names I know well.

[QueenBioInvestor @QueenBioInvest]

$CPRX Remember buying this stock many years ago around $4 when @adamfeuerstein was continuously bashing the company. I am not containing selling my shares today at $31.50

[QueenBioInvestor @QueenBioInvest]

@Sanctuary_Bio @jeffpaleymd @adamfeuerstein You can still debate pricing or ethics, but reducing the story to “patients angry, investors got paid” is too simplistic. Reality was more complicated than that.

[QueenBioInvestor @QueenBioInvest]

@jeffpaleymd @adamfeuerstein Prior free/informal access is not the same as a clinically studied, consistently manufactured, regulatorily approved product. Debate pricing if you want, but erasing the development and execution work is just lazy.

[QueenBioInvestor @QueenBioInvest]

@chiragontwtr No evidence yet that RevMed has a followon ready to replace dara broadly. More likely selective followons may outperform in specific genotypes, while dara remains the broad anchor asset.
I haven’t seen a public healthy-volunteer package for dara. The dev path is in onco patients,

[QueenBioInvestor @QueenBioInvest]

@bioinvestor24 TNGX could be useful, but “almost zero chance” it won’t become standard 1L is too strong. In PDAC, KRAS inhibition alone already looks insufficient long term, and I’m not convinced PRMT5 + RAS(ON) is necessarily the best answer vs more comprehensive resistance-blocking approaches

[QueenBioInvestor @QueenBioInvest]

Bullish update for $IDYA. Full OptimUM-02 data at ASCO is important, but the bigger takeaway is that this is now looking like a real regulatory story, not just a positive topline headline

[Bio Stocks™ @BioStocks]

$IDYA The RTOR program allows an applicant to pre-submit components of its NDA to allow the FDA to review clinical trial data before the complete filing is submitted

[QueenBioInvestor @QueenBioInvest]

@SetlistCapital Good memo. For allo CAR-T this really does come down to one question: do the cells persist long enough to matter?That’s why CRBU is interesting here. If durability keeps holding, today’s valuation looks too pessimistic. If it fades, the market is right. Clean setup intellectually

[QueenBioInvestor @QueenBioInvest]

@ohadhammer still hesitant to call $ERAS 0015 “very similar” to $RVMD yet. In PDAC today, RVMD still has the more mature and de-risked dataset, and the “gap closes with follow-up” argument is plausible but still unproven. More follow-up may improve efficacy, but it may also narrow the safety

[QueenBioInvestor @QueenBioInvest]

@keisan_15 @Pharmdca $RVMD is being valued on real human survival data in one of the hardest settings in oncology, not on platform hope. ERAS is still too early to be the main comp for the current RVMD setup. The $142 offering reset also made the risk/reward cleaner.

[QueenBioInvestor @QueenBioInvest]

@Biotech2k1 @grok @claudeai If everyone gets the same AI, “ask it for stocks” stops being an edge. The edge becomes process: time horizon, patience, sizing, and using AI to track price, catalysts, filings and dilution risk ,then applying human judgment on top.

[QueenBioInvestor @QueenBioInvest]

@BioYOLO420 @Sanctuary_Bio That’s actually one of the best uses of AI in biotech, to structure the universe fast. If it helps map who is working on what, stage of development, catalysts and comps, that already saves a lot of time. The edge still comes from judgment, but the sorting layer matters.

[QueenBioInvestor @QueenBioInvest]

@parmita Yes, if daraxonrasib alone can do this in humans, it naturally makes people wonder how far a rational combo could go. But I’d be careful: the real question is not just efficacy, it’s whether a triple regimen can be dosed, tolerated and developed in actual patients. $RVMD

[QueenBioInvestor @QueenBioInvest]

@Banana_Oncology $RVMD I don’t think ~$26B market cap is a joke after these data. 2L PDAC alone looks materially de-risked, and 1L/NSCLC optionality is now more credible. That said, I’d be careful jumping straight to the $60B+ fantasy zone before approval, launch execution and post-offering dgtn

[QueenBioInvestor @QueenBioInvest]

@Biotech2k1 $IDYA is up for a reason. OptimUM-02 delivered positive topline Phase 2/3 data in 1L metastatic uveal melanoma: primary endpoint met, mPFS 6.9 vs 3.1 months, ORR 37.1% vs 5.8%. The move is justified.

[QueenBioInvestor @QueenBioInvest]

@StockSavvyShay @FuturumEquities PEG works better in stable growth environments. In SaaS, where estimates move and flows drive multiples, it can look cheap long before price actually bottoms

[QueenBioInvestor @QueenBioInvest]

@Biotech2k1 I get the analogy, but biotech at $XBI 70 was a true capitulation setup with flows completely gone. SaaS still feels more like a repricing phase while capital is concentrated in AI infra. The opportunity may be there, but I’m not sure the conditions are the same yet