biotrade77

Long term investor in quality biotech names like $SRPT and run up trades following the best traders at twitter.
Likes are not endorsement, just to read later.

[biotrade77 @biotrade77]

$VKTX is stuck between $25 to $38 since January-2025

[Bio Stocks™ @BioStocks]

$VKTX Appoints Hubert Chen M.D., as CMO
https://t.co/ZudHUYWy0L

[biotrade77 @biotrade77]

$MDNAF Medicenna Strengthens U.S. Patent Estate with Newly Issued and Allowed Patents Across its IL-2, IL-4 and IL-13 Superkine Platforms

$MDNA.TO is the only IL-2 play left in the market, with actual working drug in mono and combo with Keytruda

https://t.co/Z19DAZfuSt

[Anp🅰️nman @spacanpanman]

$SPCX: The projections are mind blowing. Looks like xAI is expected to really ramp growth. I assume the bulk of it is leasing data center capacity to Anthropic and others.

Morgan Stanley Sees SpaceX's Revenue Reaching $3.4 Trillion in 2040 -- WSJ

By Corrie Driebusch

(Wall Street Journal) -- To support the $1.77 trillion valuation Elon Musk's SpaceX is targeting in its initial public offering, bankers are telling investors to look to the future.

SpaceX's revenue could reach $3.4 trillion in 2040, according to a Morgan Stanley analysis shared with top investors Thursday, according to people familiar with the matter.

Morgan Stanley told investors the rocket maker's adjusted earnings before interest, taxes, depreciation and amortization in 2040 could top $2.7 trillion, the people said.

SpaceX posted revenue of $18.7 billion in 2025 and a loss of $4.9 billion. It is aiming to raise around $75 billion next week in what would be the largest IPO ever.

Banks share their projections in the days leading up to an IPO with select investors as the offering is being pitched. The projections come from the banks' sell-side analysts, who operate separately from the investment bankers working on the offering itself.

Research analysts at Goldman Sachs and Morgan Stanley both projected SpaceX's revenue would be near $160 billion in 2028, the people familiar with the matter said.

Goldman estimated that the rocket company's revenue would exceed $470 billion in 2030, while Morgan Stanley projected it would reach nearly $330 billion, the people said.

To get to those levels, both banks anticipate revenue from SpaceX's AI business to provide the bulk of the revenue after this year and grow dramatically.

Goldman projected that unit would contribute around $322 billion in 2030 , while Morgan Stanley projected around $190 billion that year. SpaceX reported revenue from its nascent AI division of $3.2 billion in 2025.

Goldman and Morgan Stanley expect SpaceX to have adjusted Ebitda of around $110 billion in 2028 and $352 billion and $230 billion, respectively, in 2030.

Investment bankers at Goldman and Morgan Stanley snagged the top two roles out of the 21 banks on SpaceX's IPO, putting their banks in line to get the biggest shares of the hundreds of millions of dollars of fees.

The Financial Times earlier reported some of Goldman's estimates.

Write to Corrie Driebusch at [email protected]

[dough @semodough]

$ABVX KOL noted that the lack of a safe, oral therapy remains one of the most
significant unmet needs in IBD. Because of obefazimod's oral route of administration,
impressive efficacy, and potential ease of use, he would expect to prescribe it to a
meaningful proportion of his early-line patients, perhaps ahead of Entyvio or anti-IL-
23 therapies

[Joe @Gantosj]

$CNVIF $CNVI.V Presentation at #BBHIC2026 just started

[ChimeraResearchGroup @ChimeraResearch]

Joe never traded #Crypto
⚠️WARNING The hacked @Gantosj account is currently attempting to scam users by inflating
@CC_Rachel_eth's followers
Please DO NOT hit links in your DM

Joe will provide an update once he has recovered his @X account & will unlock it
Please spread the word

[dough @semodough]

$CRVS GS PT $40 CRVS shares are attractively positioned as current valuation does not capture potential of what view as a differentiated, emerging oral option for atopic dermatitis; a late-stage, high-probability program in PTCL (peripheral T-cell lymphoma); and a reasonable mechanistic rationale, ITK (interleukin-2 inducible T-cell kinase), supporting pipeline potential in multiple adjacent autoimmune conditions, including hidradenitis suppurativa and asthma, all of which will have catalysts in the next 12 to 18 months.

[biotrade77 @biotrade77]

How time flies by so fast, it's been 12 years since I joined @X #MyXAnniversary

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨🇬🇧 UK REGULATOR OFCOM APPROVE VODAFONETHREE LAUNCH OF SATELLITE MOBILE SERVICE IN THE UNITED KINGDOM

https://t.co/6CQErvShJX

[biotrade77 @biotrade77]

Explain the "no" to $MRK
Now $RVMD can raise $2B, that's massive raise that everyone wants in

[Bio Stocks™ @BioStocks]

🚨 $RVMD priced a $2 BILLION upsized offering.

10.5M shares at $142/share = $1.5B + $500M notes

This is the single largest biotech offering I can recall! Absolute MONSTER move 🔥 💰💰

[dough @semodough]

$GILD catalysts in 2026 include: 1) ph 3 ISLEND-1/-2 updates for islatravir + lenacapavir in 1H26 (weekly oral HIV treatment), 2) US approval of Hepcludex for HDV in 1H26, 2) Trodelvy approval in 2H26 for 1L TNBC, 3) ph 3 data for Trodelvy in PD-L1+ 1L NSCLC in 2H26, 4) ph 3 data for Livdelzi in PBC in patients with incomplete response to UDCA, and 4) US approval of anito-cel for 4L+ r/r MM by 12/23/26 PDUFA.

[Sassafrass84 @Sassafrass_84]

The dream job does exist. Their little back packs. 🥹

[Joe @Gantosj]

A surprising & frankly greedy move by @X @elonmusk

Millions of users were told to pay for X Premium to keep using TweetDeck.
Now X has pushed TweetDeck into Premium+, raising the cost >5× from $102 to $560

No doubt @X is going to face a lot of backlash for this decision.🤮🤮

[biotrade77 @biotrade77]

It’s hard to grasp how tough recurrent pericarditis is unless you or your loved one has lived through it

My cousin has been dealing with it for years, it’s truly life‑altering & treatment options are limited.
Really hoping $CRDL's therapy can make a difference for patients ASAP

[Joe @Gantosj]

$CRDL Recurrent #pericarditis is a relentless, often invisible enemy, silent in its persistence, brutal in its flare-ups & frustratingly resistant to current therapies!

Yet, in the shadows of this chronic #inflammation, lies an opportunity to redefine treatment: not just to suppress symptoms, but to modify the disease itself.

[biotrade77 @biotrade77]

@RapidResponse47 @POTUS Hey @grok explain what he is talking about? It's not logical

[biotrade77 @biotrade77]

@Gantosj #Gold at $5100 and #Silver at $116 makes $CRI.v a very interesting #JuniorMining company to look into.

[biotrade77 @biotrade77]

$LIB.v $VLTLF rerating is coming soon

[Joe @Gantosj]

New week & $VLTLF $LIB is printing a New-52W-High 🚀

The true re-rating for $VLTLF $LIB.V will come when multiple long-term offtake agreements are signed and dedicated DLE + refining units begin deployment for key customers.

With consistent spec-compliant #LithiumCarbonate production now achieved in the #Permian Basin (validated by independent labs), customer sampling underway, the next catalysts are securing those strategic offtakes to underpin commercial scale-up.

[Joe @Gantosj]

Insiders have many reasons to sell! But only 1 reason to buy in the open market - Confidence!

$PNPNF's CEO, Terry Lynch @terrybali , is demonstrating that confidence by purchasing 304K shares in the public market.
This conviction in the deposit is further underscored by the decision to triple the land package.

[biotrade77 @biotrade77]

Huge news for $ASTS
It's the only way to connect the unconnected.

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨🇺🇸 FIRSTNET RELEASES VIDEO OF VARIOUS FEDERAL, STATE AND LOCAL FIRST RESPONDER AGENCIES SUCCESSFULLY TESTING AST SPACEMOBILE SERVICE OVER AT&T/FIRSTNET SPECTRUM

FirstNet also discloses another program update coming soon 👀

[Joe @Gantosj]

I should edit the post from 3-weeks ago, and $CRI.v is still trading under the radar

It’s not every day you spot an #UnderTheRadar stock that surges 3400% in just 8 months!

$CRI.v climbed from $0.01 in May to $0.34 today, & it just starting!

A big driver has been the growing U.S. focus on #Antimony and China’s export bans. With antimony priced at $60K/tonne &critical for military & industrial use, the momentum makes sense.