BioShares

100% pure biotech ETFs, separated into clinical trials stage companies (Nasdaq: BBC) and products stage companies (Nasdaq: BBP)

[Rod Wong, MD @docrodwong]

here is link to release announcing new follow-up letter from rare disease coalition focused on restoring regulatory flexibility for rare disease under CBER. note letter and survey is from a coalition of over 140 rare disease leaders, not just rtw.

https://t.co/gIfCiImfZc

[BioShares @bioshares]

As of 12:47PM today, big disparity in intra-day % change of Clinical Stage stocks in $BBC and the Product/Commercial stocks in $BBP, with the latter down -(0.44%) and the former up +4.07% (The $XBI is up +0.80%). Largest movers in $BBC: $WVE $GPCR $KYMR $NRIX $CGEM $ARWR $DYN

[Adam Feuerstein ✡️ @adamfeuerstein]

BREAKING: Top drug regulator Richard Pazdur set to leave FDA https://t.co/LnnJekUszK via @LizzyLaw_

[BioShares @bioshares]

Wow - $BBC up 161% since April 8 low. ($XBI no slouch, up 74%). Are we overheated or are we going higher?

$ARWR $REPL $QURE $VRDN $TERN $CELC $CGEM $CGON $DCTH $VERA $ELVN $IMNM $RAPP $PCVX $RVMD

[BioShares @bioshares]

Stifel has published this slide noting $1.2TN of M&A ammo. Compare to $266BN combined mkt cap of $BBC companies. After $MRUS $RNA $MTSR $AKRO, Who's next? $ARVN $CELC $CNTA $COGT $GLUE $IRON $JANX $KYMR $MBX $NUVL $TERN. Who did we miss?

[Rod Wong, MD @docrodwong]

lawsuit against tidmarsh here

[BioShares @bioshares]

@jfais20 He's the shohei ohtani of biotech

[BioShares @bioshares]

@drrichjlaw 🤣

[BioShares @bioshares]

Jefferies put together this amazing chart that really shows how the recent jump in big pharma / biotech m&a activity should continue to reinject capital into the ecosystem. Also props to RTW and Avoro with >$1BN of gains, larger than several multi trillion dollar asset managers.

[BioShares @bioshares]

@financebully true but with $BBC up 127% since the april bottom, their losses probably pale in comparison to the 5x and 10x gainers in their portfolios. rising markets cure all.

[BioShares @bioshares]

@CloisterRes 😂 I thought I was color challenged

[BioShares @bioshares]

@docrodwong where can i send my resume?

[BioShares @bioshares]

@daphnezohar you officially nailed the bottom. $BBC is up 127% since your tweet.

[BioShares @bioshares]

@adamfeuerstein Look at the move since April 8th ...

Is there more to go?

[Professor Oak @Prof_Oak_]

TD Cowen's top Q4 binaries with expected stock moves

Happy hunting $XBI $BBC

[BioShares @bioshares]

@jfais20 Revisiting this post. $BBC now up +127% from April 8th lows around when you posted this. 🔥🔥

[BioShares @bioshares]

Remarkably, since the April 8, 2025 low in biotech, $BBC is up a whopping 127% (!!!). $XBI is no slouch, +60%. And lower risk $BBP +46%. Notably, the recent biotech M&A binge has been focused on clinical stage companies (those in $BBC), versus being more heavily weighted to $BBP

[BioShares @bioshares]

also notable is how the advisory banking fees were spread around, which is great for the ecosystem. need to check: Metsera was baml, merus jefferies, akero ms, avadel jpm, avidity gs

[BioShares @bioshares]

@WexCapital @docrodwong Avoro and RTW with similar returns to five multi-trillion $ asset managers ...

[Logical Thesis @LogicalThesis]

A picture is worth a thousand words
$XBI above 9EMA and the more risk on $BBC above 9,21EMA and 20SMA
Vs $SPY $QQQ both rejected at 9EMA and below all moving averages

CC @ConnorJBates_