@Pharmdca Perceptive Advisors managing $10B+
just tripled their $CRVS position.
They read the same Phase 1 data
retail called a "selloff."
Institutions accumulate what retail panic-sells.
Classic setup. NFA.
Save this thread.
Protein degradation will be one of the most important
investment themes of the next decade.
The Roche-Nurix deal this week
put a $2.3B number on the platform.
That is just the beginning.
Follow @BioAlphaa for weekly coverage.
NFA. DYOR. #Biotech#PROTAC
For 50 years, drug development had one approach.
Block the bad protein.
Inhibit it.
Suppress it.
One problem:
proteins find a way around inhibitors.
Resistance develops.
Drugs stop working.
Protein degradation eliminates that problem.
Here is why this matters. Thread.
The companies building this platform:
$ARVN — PROTAC pioneer
$NRIX — BTK. Roche-partnered.
$KYMR — IRAK4. STAT6. Autoimmune.
$C4T — Next-gen molecular glues.
One of these will define
the next decade of oncology.
The Roche deal just told you
the mechanism is real. NFA.
$NRIX in one sentence:
Roche paid $2.3B for a drug that destroys
cancer's resistance mechanism at its source.
The market is still catching up
to what that means.
Follow @BioAlphaa for ongoing coverage.
Which degrader company do you believe in most?
NFA. DYOR. #Biotech $NRIX
Roche just paid $700M upfront for a drug
most investors never heard of.
$NRIX — Nurix Therapeutics.
Total deal value: $2.3 billion.
The drug: bexobrutideg
An oral BTK degrader.
Here is why this changes everything.
Thread.
Degrader companies to watch now:
$NRIX — Roche validated. BTK.
$ARVN — PROTAC pioneer. Breast + prostate cancer.
$KYMR — IRAK4 and STAT6. Autoimmune.
$C4T — Next-gen molecular glues.
The Roche deal just put
a price on the entire platform.
None of these are priced correctly.
$DNLI in one sentence:
Sanofi paid $1.5B upfront because the platform is real.
ALS and Parkinson’s data in 2026 will prove whether the market should have been paying attention all along.
Follow @BioAlphaa for data reaction.
NFA. DYOR.
#Biotech#Alzheimers#CNS $DNLI
$DNLI
“The Alzheimer’s drug Wall Street forgot. Parkinson’s data next.”
“$DNLI Denali Therapeutics.
Most investors think Alzheimer’s is a crowded space.
Denali is not chasing amyloid.
They are targeting the biology underneath it.
And Parkinson’s data is coming.
Thread.
The honest risk:
CNS drug development is the hardest category in biotech.
Blood-brain barrier crossing at scale is unproven for Denali’s platform.
Phase 2 data does not guarantee Phase 3 success.
But if the Transport Vehicle works —
every CNS disease becomes a target. NFA.