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(Bio)tech Investor. Not an investment advice, do your DD. DM for specific topics.

[value @ValueForAll1]

$wve will likely PR their ADA 2026 presentation tomorrow. I expect they concentrate on WVE-007 phase 1 data with detailed DXA scan metrics and MRI-PDFF readouts demonstrating targeted visceral fat reduction and lean muscle preservation.
Bought more in 5.70-5.80 area

[value @ValueForAll1]

https://t.co/Ns6jIFVnUm

[value @ValueForAll1]

$wve WVE-007 part B is recruiting, the update was posted yesterday

[value @ValueForAll1]

$ABVX This is exactly the moment when M&A thesis might really materialize. Euphoria is over, pragmatic reality is here. M&A deals are rarely signed when execs and the board have too rosy valuation picture in their mind

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Full disclosure: IOVA(NP), REPL(NP), IMCR(L)

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1/5
The $IOVA crowd is dunking on $REPL's 19% ORR data today, treating cancer treatment like a CT scan beauty contest. But flexing ORR while ignoring the recent regulatory reality check on cell therapies misses the point. OS is what actually matters. 🧵

[value @ValueForAll1]

5/5
The goal of oncology is to help cancer patients live longer, not to get better CT scans. Mature OS will always trump an early ORR flex.

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6/6
The Setup: market currently prices $IMCR strictly as a niche uveal melanoma business, pricing the pipeline at zero. Mature OS data heavily de-risks the ongoing frontline cutaneous Phase 3 trial, exponentially larger TAM provides a clean fundamental path for a major re-rating.

[value @ValueForAll1]

1/6
After ASCO 2024 $IMCR was sold because the market panicked over a low ORR, ignoring early ctDNA data, survival curves weren't mature. Today's ASCO release completely changes this, brene OS data unlocks the true potential of the ImmTAC platform. 🧵

https://t.co/XZ3JwaI2bc

[value @ValueForAll1]

5/6
Competitors pushing autologous cell therapies may post higher ORRs, those come with massive logistical hurdles, including lymphodepleting chemo and ICU monitoring. ImmTACs are off-the-shelf bispecifics: standard IV bags in community clinics, wat lower COGS, ease of admin

[value @ValueForAll1]

@Hall8Jack @WallStSai Silencing is silencing

[value @ValueForAll1]

Good job by $arwr by offloading the nonsense PNPLA3 silencing asset to $mdgl. Only editing, not silencing, makes sense for this target. $prqr $wve

[S A I ™️ @WallStSai]

$AZN ASTRAZENECA’S MASH CANDIDATE AZD2693, A PNPLA3 ANTISENSE OLIGONUCLEOTIDE SHOWED NO IMPROVEMENT IN MASH RESOLUTION WITHOUT WORSENING OF FIBROSIS $IONS #MASH PH2 FAIL

$MDGL $NVO #MASH $XBI $VKTX

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@WallStSai Madrigal is doing a good job of accumulating abandoned and super early preclinical stuff 😜

[value @ValueForAll1]

If you're $lly or $nvo and you want INHBE or ALK7 asset for the cardio metabolic future market , what would you do. Comment if you have another opinion $arwr $wve