James Morkert

In it for the crypto and day trading of stocks

[Caribou Biosciences @CaribouBio]

We’re pleased to share longer follow-up dose escalation data for CB-011 in patients with relapsed or refractory multiple myeloma.

Learn more during an oral presentation at #EHA2026 and here: https://t.co/UGIYd4Fuck #CellTherapy #CRISPR $CRBU

[BioTech Health X @BioTechHealthX]

$CRBU @CaribouBio (NASDAQ: CRBU) is not your typical biotech penny stock. With FDA alignment on its pivotal ANTLER-3 trial for vispa-cel, this small-cap gene-editing player could be one of the most intriguing oncology stocks under $5 to watch this June. https://t.co/nhkR4S9ope

[Jason Kelly @jrkelly]

Great article in @statnews by @damiangarde today covering schism in the biotech industry over the rise of Chinese biotech industry - notably no one will go on record but me😛

The US can easily stop the Chinese biotech industry whenever it chooses as the US consumer is responsible for 70% (!!!) of the drug industry profits. Thus the US gets to set the rules.

It is a mistake to outsource this industry -- very simply: the technology of genetic engineering is a matter of national security and democracies should lead it. We would not feel good if the US wasn't leading AI today and trust me we will feel even worse if we are behind in genetic engineering in the future as the tech improves.

If you talk to people privately in biotech they will say it's a Prisoner's dilemma where they wish the rules would change. If the rules stay as they are then to stay competitive venture capitalists need to move their $ to China and pharma companies need to buy their drug assets from Chinese startups instead of from startups in Kendall Square or South San Francisco (the current US hubs for drug discovery).

To fix this we should take two approaches:

(1) Offensive - make US biotech industry more competitive!
* Reform phase 1 clinical trails in US to be as fast as China and Australia -- this is in progress now at @US_FDA . @DrSynbio congressional testimony on this was very helpful. (link below).
* Replace manual laboratories with autonomous robotic laboratories via programs like NSF Cloud Labs program and @SenToddYoung 's Cloud Lab Bill so US scientists can compete with lower-cost scientific labor in China. Yes, @ginkgo is the leader in making this tech. Efforts from @WHOSTP44. @dariogila, @mkratsios47, @sriramk with the WH Genesis Mission are a big help here.
* Fix our approach to biotech patents -- it is very easy for Chinese startups to fast-follow US companies that have scientific breakthroughs by easily working around patents, @john_evans3 has led in thinking here.

(2) Defensive - slow the rise of the biotechnology industry in China
* USG should add biotechnology to the COINS Act list of strategic technologies alongside AI, Quantum, Semiconductors, and Drones to prevent US investment from speeding Chinese development.
* Other tools can be used in the future to easily penalize drug assets that originate from startups in China -- can do via regulatory pathway or via Medicare reimbursement.

Genetic engineering is the most important technology to the future of humanity. Democracies should not give up on it! Let's fight for it!

[Adam Feuerstein ✡️ @adamfeuerstein]

New reporting from me on the FDA's rejection of Ebvallo, the cell therapy from $ATRA and Pierre Fabre intended for patients w/ a rare (and rapidly fatal) blood cancer.

In late 2024/early 2025, FDA CBER staff examined the Ebvallo clinical data and recommended approval, pending resolution of manufacturing issues.

But in January, CBER, now under Vinay Prasad, found the exact same Ebvallo clinical data deficient, and not approvable, even as the manufacturing issues were fixed.

This is the inside story of a rare disease drug that was approvable, and then wasn't.

It shows how the FDA's words of support for rare disease drugs are not matched by the agency's actions.

Read the story here:

https://t.co/tkpJQhIRM6

[James Morkert @MorkertJames]

@SecKennedy Prove it

[Boaty McBoatface @srqstockpicker]

$prme

[James Morkert @MorkertJames]

Caribou Biosciences skipping JPM could be intentional. With an existing strategic relationship and ROFN with Pfizer active through June 29, 2026, avoiding high-visibility investor Q&A may help preserve narrative control.Speculative based on public information not investmentadvice

[James Morkert @MorkertJames]

@Rocro33 Right on the verge of a potential reversal — a prime spot to get left behind if you’re not careful!

[James Morkert @MorkertJames]

@CrisprGlenn @CaribouBio We may never know…

[James Morkert @MorkertJames]

@RazorSharpDNA https://t.co/m1iHIFZvmO

[James Morkert @MorkertJames]

@dong_wonton @RazorSharpDNA @ahenryokc Data is out. The April update is on their website. My guess is they don’t want to get sued again so there is no announcement or press release.

[James Morkert @MorkertJames]

@RazorSharpDNA @ahenryokc Data is out. The April update is on their website. My guess is they don’t want to get sued again so there is no announcement or press release.

[James Morkert @MorkertJames]

@BiomedicalRX Caribou Biosciences made several positive announcements in its Ap. corporate presentation, highlighting advancements in its allogeneic CAR-T cell therapies. Key updates include:Promising Clinical Data for CB-010, Positive Safety Profile, Expansion of Clinical Trials & Pipelines

[James Morkert @MorkertJames]

@TouAngle Was it supposed to drop or move up?

[James Morkert @MorkertJames]

@samoido @BiomedicalRX @dong_wonton Do you think they are waiting to release at the BOA conference in May? If so, I hope I can last that long.

[James Morkert @MorkertJames]

Should have bought more Bitcoin

[James Morkert @MorkertJames]

XERS Looking bullish - #XERS TradingView https://t.co/J2698y7oeL

[James Morkert @MorkertJames]

In it for the crypto