BioAInvestor

🧬 Biotech & AI-Drug Discovery | FDA Catalysts | Not financial advice

[BioAInvestor @BioAlphaa]

@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.

[BioAInvestor @BioAlphaa]

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

[BioAInvestor @BioAlphaa]

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.

[BioAInvestor @BioAlphaa]

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.

[BioAInvestor @BioAlphaa]

@wronguser000 @hydefella Do you prefer $PURR or hyperliquid:native as long term investment

[BioAInvestor @BioAlphaa]

$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

[BioAInvestor @BioAlphaa]

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.

[BioAInvestor @BioAlphaa]

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.

[BioAInvestor @BioAlphaa]

@notpratty @onchainsorcerer Is Kelly a good bet under 1m market cap

[BioAInvestor @BioAlphaa]

@0xBaseee @shadowofintent3 Is Kelly a good bet here?

[BioAInvestor @BioAlphaa]

$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

[BioAInvestor @BioAlphaa]

$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.

[BioAInvestor @BioAlphaa]

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.