BreachHorizon

I rarely tweet. Don't expect much.

[BreachHorizon @BreachHorizon]

Used the $XBI fallout in the last few weeks to redistribute my portfolio a bit: ARQT, $CELC, $COGT, KURA, MESO, $SVRA, VSTM. Will eventually reenter INSM, MLYS, and WVE if it gets much cheaper as a platform takeout.

[BreachHorizon @BreachHorizon]

@Andre_AGTC @nkt0509

[BreachHorizon @BreachHorizon]

$SVRA Hmm … significant $5 call volume with a short expiration. Odd.

[BreachHorizon @BreachHorizon]

@Rororourboat79 @nkt0509 Probably a few weeks out still but I’m content to wait as it will come. With a little volume, could get interesting going into the PDUFA with that amount of short interest. I still think Chiesi takes them out sooner rather than later.

[BreachHorizon @BreachHorizon]

@nkt0509 Definitely being held in range for whatever reason. Easy to control right now I suppose.

[BreachHorizon @BreachHorizon]

$PFE is the likely acquirer for $CELC per the model output. Let’s see how good some well-trained AI is. 😀

[BreachHorizon @BreachHorizon]

Latest run of top acquisition targets from a very-well trained model that $CRNX came out of. FWIW, $CELC holds the #1 spot across multiple models:

[BreachHorizon @BreachHorizon]

Latest run of top acquisition targets from a very-well trained model that $CRNX came out of. FWIW, $CELC holds the #1 spot across multiple models:

[BreachHorizon @BreachHorizon]

My (not) so bold prediction. Chiesi takes out $SVRA at some point in the next few months. Every trained model I have points to it as the most likely fit. Assumes approval of course. $INSM a secondary recommendation.

[BreachHorizon @BreachHorizon]

@Andre_AGTC $SVRA https://t.co/EtIPBYEYpj

[BreachHorizon @BreachHorizon]

Portfolio performing well on a down day $XBI. No adjustments needed.

[BreachHorizon @BreachHorizon]

Current portfolio: $ARQT, $COGT, $DERM, $MLYS, $SVRA. $ARQT has been a drag so far. Perplexed by the action considering guidance. Interim CCO has his own M&A consultancy so we shall see. Should re-rate.

[BreachHorizon @BreachHorizon]

@Andre_AGTC Maybe this speeds up the inevitable $MLYS acquisition

[BreachHorizon @BreachHorizon]

$ARQT addition to S&P Small Cap 600 index. Every little bit helps. https://t.co/ejAUFdX8tq

[BreachHorizon @BreachHorizon]

Current portfolio: $ARQT, $COGT, $DERM, $MLYS, $SVRA. $ARQT has been a drag so far. Perplexed by the action considering guidance. Interim CCO has his own M&A consultancy so we shall see. Should re-rate.

[FWCStocks @FWCStocks]

$KYTX Update from Wells Fargo on the $BMY $NVS trial halt. Wells: "We'd Buy any weakness on the news". Wells Fargo Price Target remains $33/sh.

[BreachHorizon @BreachHorizon]

@Andre_AGTC Agreed - everything else checks out

[BreachHorizon @BreachHorizon]

@Andre_AGTC Fairly substantial short position as well. Could be a true accelerator with any positive news. Recent fund acquisitions over the last few months have been impressive. $SVRA

[BreachHorizon @BreachHorizon]

$SVRA - added more to my first tranche from last week

[Andre-ACGT @Andre_AGTC]

$SVRA
New position starter
PDUFA Nov 22
First drug in aPAP, BTD, Fast track
Expect 6mo priority review
MC 1B, Cash 320M MC until 2028+
MAA and UK q4/q1'27
TAM is 3-4B, NO competition, but difficult to penetrate
Peak rev 1B 5-7y post launch
Only 1B bc 30% pts may stabilize

[BreachHorizon @BreachHorizon]

@biotech_hunter @PositiveTopline Also been accumulating. Nice to see such little mention on X or anywhere else for that matter. Will change in coming weeks as the new approval date nears.

[Michel Doepke @doepke_michel]

$SVRA Announces Encore Presentations of Results from the Phase 3 Clinical Trial of Molgramostim Inhalation Solution (Molgramostim) in Autoimmune Pulmonary Alveolar Proteinosis (APAP) at the European Respiratory Society (ERS) Congress 2026 https://t.co/kuiF57LmLP