Jonathan Reed

Years around healthcare and oncology.
Focused on innovation that improves lives.
Great medicine creates lasting value.

[Jonathan Reed @evs199430]

After $CELC moved above 110, the market started asking what gedatolisib is worth.

I like the asset.

But value needs tape proof.

108-110 must hold as support.

A push over 112 says repricing is still alive.

No volume means date-chasing.

Add your read.
$CELC #FDA

[Jonathan Reed @evs199430]

One of my favorite setups heading into next week. As biotech continues to push to new highs...

[Remz @Remzztrades]

$LLY

One of my favorite setups heading into next week.

As biotech continues to push to new highs, $LLY looks like it's setting up for another monster move.

As long as $1,200 holds, I'm looking for a move toward $1,240, then $1,280, with $1,350 as the next major target.

This has the potential to be one of the best swing opportunities over the next two weeks.

Trade idea: $LLY 7/17 1300c over $1230

[Jonathan Reed @evs199430]

@Remzztrades Biotech momentum is getting undeniable.

Solid setup on $LLY. The institutional capital shifting into healthcare right now is massive.

July 17 is shaping up to be an absolute explosive day for the entire sector, from mega-caps to high-conviction biotechs.

Watching this closely.

[Wassim Laroussi @WassimLaroussi3]

$CELC not as good as expectations, but still good

[Jonathan Reed @evs199430]

Did $CELC’s price run too fast?

I like the gedatolisib story.

But value needs proof on the tape.

For me, 105 must hold as support.

108-110 needs clean volume.

Then it’s asset repricing, not just chasing the FDA date.

Add your read.

#FDA

[Jonathan Reed @evs199430]

This week, $CELC traded less like a simple chart and more like the market repricing gedatolisib before the July 17 FDA clock. The story is real, but value still needs 105 support and clean volume through 108. Next week, I want proof, not applause from late buyers.

[Jonathan Reed @evs199430]

The FDA story supports the floor. The upside depends on whether the market keeps pricing gedatolisib
I’m not focused on one candle now. I care whether lower approval risk keeps long money interested in the asset. Heat fades. Asset math takes longer
Add your read.
$CELC #Valuation

[Jonathan Reed @evs199430]

@CaseyVSilver The pre-decision expansion speaks volumes.
A major rerating milestone is on the horizon. High velocity is expected, but the underlying tape suggests institutional positioning is active.

[Casey | Trade Tracs @CaseyVSilver]

$CELC is a name every biotech trader needs on their radar right now 👀

July 17 FDA decision date for gedatolisib is the catalyst — binary event approaching fast. Meanwhile, management is already expanding the VIKTORIA-2 trial, signaling confidence in the program ahead of the ruling.

Approval = potential re-rating. Rejection = gap down risk. Classic binary setup. No live data in hand, but this is the kind of name that moves 50%+ on readthrough.

Adding to watchlist ahead of July 17. Size accordingly — this isn't a set-and-forget hold into the decision ⚠️

#Biotech #FDAcatalyst #CELC

[Jonathan Reed @evs199430]

The performance comparison speaks for itself.

When the primary metric literally doubles the standard baseline, the long-term potential shifts entirely. A monumental milestone.

[Bio Stocks™ @BioStocks]

$CELC Gedatolisib plus fulvestrant and palbociclib reduced the risk of disease progression or death by 50% vs. alpelisib plus fulvestrant (HR=0.50; 95% CI: 0.37–0.68; p<0.0001)
Median PFS was 11.1 months with the gedatolisib triplet versus 5.6 months with alpelisib plus fulvestrant

https://t.co/vuOlhpIRpN

[Jonathan Reed @evs199430]

@BioStocks Unmistakable proof in the numbers.

Cutting the progression clear in half while shifting the timeline forward is a massive structural win. The momentum here is completely undeniable.

[Jonathan Reed @evs199430]

The math always tells the real story.
When the underlying model is laid out this clearly, the long-term scale becomes inevitable. A masterclass in connecting the dots.

[Wassim Laroussi @WassimLaroussi3]

$CELC Target -&gt; $235

[Jonathan Reed @evs199430]

@WassimLaroussi3 Flawless breakdown of the model.
The structural milestone projection is too solid to ignore. This is exactly how institutional value gets built from scratch.

[Jonathan Reed @evs199430]

$CELC gets interesting when someone prices it before the FDA nod.
My take: risk is not gone, but gedatolisib’s asset value is getting clearer. Long money and strategic buyers don’t chase one candle. They price the post-approval asset.
Add your read.
#Valuation

[Jonathan Reed @evs199430]

I’m focused on $CELC. The acquisition thesis hinges on this $100 support holding.
It’s not about hype; it’s about three structural signals: fading regulatory risk, pipeline clarity, and tape support. If gedatolisib clears FDA, buyers move fast.

[Jonathan Reed @evs199430]

$CELC ’s buyout value may get clearer after approval risk comes down.
I think small biotech names often become most valuable after regulatory uncertainty is removed, not when the story is loudest.
If gedatolisib is cleared, big pharma may recalculate this asset.
Who moves first?

[Jonathan Reed @evs199430]

@WassimLaroussi3 PDUFA Hasn’t Even Taken Effect Yet, and CELC Is Already Showing Signs of a Merger or Acquisition

[Wassim Laroussi @WassimLaroussi3]

$CELC Target -&gt; $235

[Jonathan Reed @evs199430]

Took a long walk today.

No headphones, no charts, no alerts.

Funny how your best thinking shows up once you stop trying to force it.

[Jonathan Reed @evs199430]

PDUFA hasn’t landed, but $CELC already has a buyout smell.

In small biotech event trades, I watch this window: FDA risk not fully gone, sales not built, but big pharma can already value the asset.

Who prices this buyout ticket first?

#Buyout