tomsilver39

Α Ω , Not financial/ investment advice. Proud Catholic.

[Phoenix Biotech @BiotechAnalysst]

#ASCO26 JEF $IMTX Gen2 PRAME cell tx in OvCa looks great
63% ORR (50% confi.) clears mgmt bar of 40%, with higher doses leading to better efficacy and durability trending positively
~50-60% ORR is convincing vs ADC
comps and durability should be a differentiator pending more data

[tomsilver39 @tomsilver39]

$IMTX #asco26 Good Data: ORR: 63% (12/19)
Confirmed ORR: 50% (9/18)
4 complete responses (CRs) (2 confirmed, 2 unconfirmed)
Tumor shrinkage in 78% (14/18)
For refractory ovarian cancer, seeing complete responses at all is notable.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Brent crosses $120

[Bloomberg @business]

Sun Pharma agreed to acquire New York-listed women’s health-care company Organon, in what is likely to be one of the biggest India outbound deals in years https://t.co/30lkj6q6rR

[tomsilver39 @tomsilver39]

Leerink:" REGULATORY EVENTS: $AXSM $MNKD $ARVN $MRK $LNTH $IONS $VRDN $CORT $CELC $RARE $ACLX ..."

[tomsilver39 @tomsilver39]

Bofa:" #ASCO2026 Abstract Planner: $RVMD
$CATX, $AKTS, $IMTX, $MRNA, $KRYS ..."

[dough @semodough]

$ABVX $CRVS $NKTR - Immunology M&A per Bernstein

[moe tkacik @moetkacik]

@stelzner_n1150 This is the mission statement on my church's website. It's a 125 year old Catholic church in DC.

[tomsilver39 @tomsilver39]

$IMTX Market Valuation, Currently = undervalued

[tomsilver39 @tomsilver39]

Bernstein:" US Pharma & Biotech M&A in 2026 is running hot… Our top
picks: $RVMD $TNGX $NUVL $COGT $MDGL $NUVL $PRAX $MIRM $CRVS $NKTR $IMNM $CYTK ..."

[The Spectator Index @spectatorindex]

BREAKING: Crude oil price has surged by 22%, now trading at $111.

[Javier Blas @JavierBlas]

BREAKING: Brent and WTI crude oil jumps more than 10% to well above $100 a barrel as the US-Iran war continues with the no end in sight.

[Evan @StockMKTNewz]

Goldman Sachs sent a note to investors saying:

"If oil prices increase by $10 and remain elevated for three months, U.S. year-over-year headline CPI inflation would likely rise from 2.4% in January to 3% in May"

[Javier Blas @JavierBlas]

Goldman Sachs: “… Based on these new data, developments and the size of the shock, we now think that oil prices would likely exceed $100 next week if no signs of solutions [for the Strait of Hormuz] emerge by then…”

[tomsilver39 @tomsilver39]

U.S. Gas Prices Jump Again as Oil Tops $90 for First Time in Years https://t.co/lKI1TX5ffB

[tomsilver39 @tomsilver39]

Paramount credit downgraded to 'junk' status over debt worries https://t.co/OwY5RylakI

[tomsilver39 @tomsilver39]

Bofa:" $OCUL Detailed SOL-1 data at Macula Society
reinforces our confidence in approval...."

[tomsilver39 @tomsilver39]

@andyantiles_ The $4M Net Worth Doesn’t Line Up, also he ETF Gain Is Normal — Not “Double Compounding” and You do NOT get a $300k deduction just because you buy $300k worth of property.

[tomsilver39 @tomsilver39]

BRiley:" $NVO NVO's CagriSema vs. Zepbound Ph3 Failure Shed
Light on Value-Creation Potential of Emerging $VKTX VK2735
Maintenance Trial and Amylin Data Disclosures; Reit. Buy,
$85 PT..." $LLY