BioHunter

Hunting the risky jungle of biotech in search of opportunity, good science, and measured risk. Seasoned trader, x-sell side, x-founder & entrepreneur

[BioHunter @TheBio_Hunter]

@WallStSai Impossible game of chance, $BBIO, $CYTK, $PTGX, $RVMD highly highly unlikely in June/July or in 2026 except maybe $CYTK.

$RVMD - never.

I might throw these 5 as a better random guess for summer 2026. $MLYS, $CELC, $ABVX, $COGT, $ELVN - flyer guess

[z - Caniacally @caniacally]

Ottawa: “Hot team. Great goalie. Definitely going seven.” 4-0, CAR.

Philly: “Hot team. Great goalie. Definitely going seven.” 4-0, CAR.

MTL: “Hot team. Great goalie. Definitely going seven.” 4-1, CAR.

Vegas: “Hot team. Great goalie. Definitely going seven.”

[BioHunter @TheBio_Hunter]

@Biomaven 💯. It the USA that should be taking a page from the China innovation and rapid iterations play book

[BioHunter @TheBio_Hunter]

@Dream_CanvasArt @elonmusk @BigPopz72 Yes, and woke prosecutors will let them free

[BioHunter @TheBio_Hunter]

Knights v Canes would be great matchup given their style of play. Habs not so much. Stanley Cup playoffs imo the best spectator sport

Hats of to the Vegas ass-whoopin of the Presidents Cup winners. Almost as good as Boston smack down in rnd 1 as Presidents Cup winners a couple years back after their epic reg season run.

Playoff hockey Nothing Better in sports

[BioHunter @TheBio_Hunter]

@drantbradley @Forbes That list is going to get much much longer

[Matthias Schmidt @eurofounder]

I attended a gay orgy once and it was less homosexual than this car

[BioHunter @TheBio_Hunter]

For those that don’t closely follow motorsports racing. The Indy 500 finish was one for the history books and closest in history. For my biotech driver friends hats off to the great driving.

CLOSEST Finish in Indy 500 History | 2026 INDYCAR https://t.co/7Vdh28b3oX via @YouTube

[BioHunter @TheBio_Hunter]

@Biohazard3737 The pushback from the wealthy starts and ends with the waste. $1 paid equals less than 50 cents in service or benefits to the people. Solve that and the fair share argument changes.

[Daniel Lacalle @dlacalle_IA]

The US does not need to bow to Iran’s threats.

Every day, the “Hormuz weapon” loses power as American oil production, exports, and alternative routes make the global energy system more resilient.

Tehran can rattle the chokepoint, but it can no longer hold the world economy hostage.

When a supplier or infrastructure owner stops understanding its position and starts using its initial advantage to damage and blackmail its customers, it is really signing its own death warrant.

What looked like dominance becomes a countdown to irrelevance.

Graphs via Bloomberg and BNE Intellinews.

[BioHunter @TheBio_Hunter]

@DoodadDoctor Something not correct here. Some of those funds I know well and the turnover is not even close to accurate. Maybe you are adding option activity, but straight equity very few bio funds have even close to 50% turnover. Also you really need to toss anything position less than 50 bp

[BioHunter @TheBio_Hunter]

I I would argue that the next FDA commissioner would be foolish to revisit these decisions. They already have a lot on their plate, and it would be counterproductive to fight old controversies. Let sleeping dogs lie would be a smarter approach given the challenges ahead.

For the record I will be surprised if anything changes for $QURE, $REPL…TBD

[Guardian Research @thegresearch]

https://t.co/srpBFiXC0r

[BioHunter @TheBio_Hunter]

@idalopirdine

[BioHunter @TheBio_Hunter]

$PCVX - double position - thanks for the sub $50 shares.

[In Honour Of Thomas W Phelps @HOThomasWPhelps]

Commercial + late clinical/registrational = ~91%

Does not mean they never invest early. Kymera, Revolution, Stoke, AbCellera, Nurix, Bicycle, and others show they will back platforms early. But the larger dollar pattern is:

1. Enter early or mid-stage when biology is exceptional
2. Increase after human proof-of-concept
3. Hold or concentrate pivotal/commercial phase
4. Let winners become massive portfolio weights

[BioHunter @TheBio_Hunter]

@Sanctuary_Bio @MartinShkreli People watch CNBC

[BioHunter @TheBio_Hunter]

Daughter’s 1st poster presentation!

Effects of cardiomyocyte-specific knockout of unc45b on zebrafish cardiac muscle structure and function. Present May 2nd

[BiotechTV @BiotechTV]

𝐖𝐡𝐚𝐫𝐭𝐨𝐧 𝐁𝐢𝐨𝐭𝐞𝐜𝐡 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞: Irene Rombel, Co-founder and CEO of BioCurie discuss AI in biotech and keeping manufacturing of advanced therapies in the United States.

[NHL Review @nhl_review]

Good lord - this may be one of the worst calls in the playoffs

Seeler drags the stick of Martinook into his own face..