Bio Stocks™

Investor/trader focused primarily in the biopharma sector.
Tweets are not investment advice and are not recommendations of any kind.

[Bio Stocks™ @BioStocks]

Big Pharma M&A set for mega year as patent expiries drive deal urgency. $XBI $IBB

If the current pace holds, 2026 biopharma M&A could top $250 billion, making it the #2 year on record after 2019’s $328 billion. #biotech

https://t.co/Lcjadh7voY

[Bio Stocks™ @BioStocks]

$MRNA PT raised to $90 at TD Cowen

The analyst increased the peak INT profit estimate to Moderna to apprx $3.4B in 2035, from prior estimate of $830M

[Bio Stocks™ @BioStocks]

$IBRX Announces Database Lock for Registrational Trial of ANKTIVA Plus BCG in BCG-Naïve Non-Muscle Invasive Bladder Cancer.

- Topline data expected in November
- sBLA submission on track for Q4

https://t.co/n7DvqrePjd

[Bio Stocks™ @BioStocks]

$ABVX PT lowered to $96 from $118 at Wedbush. Maintains a Neutral rating

[Bio Stocks™ @BioStocks]

Yakira Capital Calls on $RNA to Launch Strategic Review, Curb Cash Spending and Explain Dilutive Financing

Questions decision to raise $50M after shares fell apprx 44% at a valuation near 50% of net cash

https://t.co/yJ5du53AyG

[Bio Stocks™ @BioStocks]

$PALI Presents Rapid Endoscopic Improvement and New Translational Evidence for PALI-2108 in Inflammatory Bowel Disease at #UEG26

Five-patient Phase 1b Crohn’s disease cohort showed a 47.5% reduction in mean endoscopic disease activity and a 58.8% reduction in mean fecal calprotectin after 14 days

https://t.co/e9Lr2YpyXx

[Bio Stocks™ @BioStocks]

$KZIA initiated with an Outperform at Leerink. PT $30

[Bio Stocks™ @BioStocks]

$RVMD Begins Treating Patients in Phase 3 RASolve 308 Trial Evaluating Zoldonrasib as First-Line Treatment for Patients with Metastatic RAS G12D NSCLC

[Bio Stocks™ @BioStocks]

$RAPP Announces Positive Topline Results from its Phase 2 Trial of RAP-219 for the Treatment of Bipolar Mania

The trial met the primary and secondary endpoints with statistically significant placebo-adjusted improvements at Week 3 in the YMRS total score (3.1 points; p=0.045) and CGI-BP Severity of Mania score (0.4 points; p=0.024)

https://t.co/AisFjnP0kJ

[Bio Stocks™ @BioStocks]

$MRNA PT raised to $220 at BofA

[Bio Stocks™ @BioStocks]

$ENLV Announces Cost Reduction Plan to Focus Resources on Phase 2b Trial of Allocetra

- Non-clinical R&D activities to be wound down; resources to be focused on executing the Phase 2b trial
- Workforce reduced by apprx 60%
- Salaries for the management team will be reduced by 20%, and the CEO will be reduced by 40%
- Topline Phase 2b six-month endpoint data expected by mid-2027

[Bio Stocks™ @BioStocks]

$CLNN submits NDA seeking accelerated approval of CNM-Au8 for the treatment of amyotrophic lateral sclerosis (ALS).

[Bio Stocks™ @BioStocks]

$SLN to be acquired by Merck KGaA, Darmstadt, for $20/ADS in Cash

[Bio Stocks™ @BioStocks]

$URGN Announces FDA Acceptance of the NDA for UGN-103, an Investigational Treatment for Adults with Recurrent LG-IR-NMIBC

PDUFA 06/14/27

[Bio Stocks™ @BioStocks]

$EYPT

[Bio Stocks™ @BioStocks]

$EYPT Announces Topline Results from LUCIA, the Second Pivotal Phase 3 Clinical Trial of DURAVYU in Wet AMD

– LUCIA did not achieve the primary endpoint

[Bio Stocks™ @BioStocks]

$CRMD Announces FDA Acceptance for Priority Review of sNDA for Rezzayo (Rezafungin) for Prophylaxis of Invasive Fungal Diseases.

PDUFA Q1'27

[Bio Stocks™ @BioStocks]

$IRON

[Bio Stocks™ @BioStocks]

$MANE PT raised to $172 at Needham

[Bio Stocks™ @BioStocks]

Hong Kong-listed ​Metis TechBio signs up to $1.1 Billion Deal With $LLY for Drug Delivery Tech

https://t.co/Z0Wd4mp3mj