Bagvestor

One of the biotech noob

[Bagvestor @hawkking1515]

Took a loss on $TENX, but finding comfort in $STIM 🥺

[Bagvestor @hawkking1515]

@Maximus_Holla Oh my..

[Bagvestor @hawkking1515]

@MongMongMin33 비틱질은 로생의 필수덕목🫣

[Bagvestor @hawkking1515]

Add more

$cccc
$ctmx

[Bagvestor @hawkking1515]

@hari_raang 진심 방금까지 자퇴할까 고민함요 ㅋㅋ;; 그나마 자신있던게 민사례인데 세상무너진느낌 ㅜ

[Bagvestor @hawkking1515]

6모가 끝나고 집에 가서 누워있다가 민사례 2문을 처음부터 끝까지 다 조져진 것을 깨닫고 다시 학교에 나와 일단 앉아있는중..

나의 리걸마인드는 존재하긴 하는걸까?😭

[Bagvestor @hawkking1515]

@canoebrookbl Any reason?

[Specialsituationz @hannibalspeaks]

Hannibal’s law #44: A drug powerful enough to abate colitis is going to have some consequential side effects eventually. You can’t hit immune system that hard and have no undesirable effect.

[Bagvestor @hawkking1515]

@han_seoul_ohno This is bioland 🤮

[Marc de Garidel @RGaridel18419]

$ABVX Congratulations to Abivax! All of our shareholders are becoming future patients.

It’s called stress induced IBS.

We are winning like never before!

Thank you for your attention to this matter.

- MDG

[Bagvestor @hawkking1515]

@BOSSTRADING0 😭

[Bagvestor @hawkking1515]

@TTRAmyloid 🤷‍♂️

[Dr Danish @operationdanish]

Why I’m bullish on $RVMD and RAS(ON) inhibitors.

Most people looked at Revolution Medicine’s daraxonrasib data this weekend and saw a pancreatic cancer breakthrough.

And to be fair, it is.

Doubling median overall survival in metastatic pancreatic cancer is the kind of result that earns a standing ovation at ASCO.

But I think the bigger story is what the data may say about Revolution Medicine itself.

For decades, RAS has been one of the most important targets in cancer biology. Mutations in the RAS pathway are found in roughly 25-30% of all human cancers, including pancreatic, lung, colorectal, ovarian, and many blood cancers.

The problem was that RAS was considered undruggable.

Scientists knew it was driving cancer. They just couldn’t figure out how to shut it off.

That’s the opportunity Revolution Medicine was built around.

Rather than developing a single drug for a single cancer, the company built a technology platform designed to target RAS proteins in their active, cancer-driving state. Their approach uses what they call RAS(ON) inhibitors, a new class of medicines designed to directly engage activated RAS signaling.

Daraxonrasib is one product of that platform.

The important question isn’t whether daraxonrasib can become a successful pancreatic cancer drug.

The important question is whether these results represent the first large-scale validation of Revolution’s broader approach to targeting RAS-driven cancers.

Because if the underlying technology works, the opportunity extends far beyond pancreatic cancer.

It potentially extends into lung cancer, colorectal cancer, and a range of other tumors where RAS mutations act as a core disease driver.

The best biotechnology companies don’t create a single blockbuster.

They create a repeatable engine for discovering them.

Genentech did it with antibodies.

Vertex did it with CFTR biology.

Moderna did it with mRNA.

What investors are trying to determine now is whether Revolution Medicine has built a similar engine for one of the most important pathways in oncology.

It’s still early. Resistance mechanisms will emerge. Additional trials will need to confirm the breadth of the approach.

But this weekend may ultimately be remembered as something bigger than a pancreatic cancer breakthrough.

It may be remembered as the moment the oncology community started believing that RAS, one of cancer’s most important biological engines, could finally be systematically targeted.

[Bagvestor @hawkking1515]

@PersimmonTI $eras $anl 👀👀

[Persimmon Tree Investments @PersimmonTI]

$RVMD $ERAS

Take note, Erasca — this is how you disclose a Gr5, unfortunate patient death:

[Bagvestor @hawkking1515]

@han_seoul_ohno 🙌

[Bagvestor @hawkking1515]

@FidelisAurelius You're right. I made another mistake lol

[Bagvestor @hawkking1515]

$ctmx
I didn't want to allocate more than 30% of my portfolio to a single bio stock, but I couldn't resist the current price.😅

[Specialsituationz @hannibalspeaks]

A key study in the AA field!

https://t.co/Rw31MLRzAZ

[Han Seoul Ohno @han_seoul_ohno]

$CCCC C4 Therapeutics writeup now live - written with the fantastic @biotechsanya2!

Trading at $3.5, a grossly undervalued asset in multiple myeloma.

Data from $BMY at ASCO in the coming days is just the first catalyst of many!

Full Writeup on Substack: https://t.co/XOmR8jCfTb