Mostly Biotech 🧬

🐏 🐑🐑🐑🐑 Not following the herd 🦬

[Mostly Biotech 🧬 @n_hatami]

My top picks for 2026: (10 small and mid-cap #biotech 🔬🧪🧬💊)

$IOVA
$KURA
$ARDX
$LEGN
$SRPT
$INMD
$HRMY
$DCTH
$VSTM
$URGN

[Hedgeye @Hedgeye]

🚨 Sulfur Prices Rise +230% YoY

[Mostly Biotech 🧬 @n_hatami]

@jonem84 Considering the horror show today, they are still doing OK lol

[Mostly Biotech 🧬 @n_hatami]

$ARDX and $Kura still very green 💚

Adding more: $SRPT $VSTM $Gern 💊🧪🧬

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta stock, $META, extends losses to -7% on the day after the Financial Times reports that the company is considering a stock offering to raise capital.

The stock has now erased -$115 billion of market cap today.

[Mostly Biotech 🧬 @n_hatami]

@BioStocks "$475 from $145" shows how random their valuation models are (if any model is used) 😅

[Mostly Biotech 🧬 @n_hatami]

While I don't see any rate hike in 2026, the market is scared even with the idea of a hike in 2027!

The market itself knows how big inflated 🫧 it is (only semis and hardware names), and the party has to stop at some point 🥳🎉

[*Walter Bloomberg @DeItaone]

BNP PARIBAS SEES THREE FED RATE HIKES STARTING DECEMBER

[MatchboxStriker @middlefinger4Uz]

@unusual_whales @barnes_law DJT pardon list before he leaves office officially

[unusual_whales @unusual_whales]

BREAKING: More than half of the publicly identified donors to President Trump’s White House ballroom project have won new or expanded federal contracts worth more than $50 billion, per WaPo

[Hedgeye @Hedgeye]

🇺🇸 UST 10-year yield reaction to non-farm payrolls

[The Kobeissi Letter @KobeissiLetter]

BREAKING: ETH extends its decline to -30% over the last month, now at the lowest level since April 2025.

[Mostly Biotech 🧬 @n_hatami]

$Kura 💊

[Mostly Biotech 🧬 @n_hatami]

@Hedgeye people keep spending, they dont care ...

[Mostly Biotech 🧬 @n_hatami]

@Hedgeye

[Invest Flo, CFA @Invest_Flo]

$KURA, just listen to a part the Webcast. I don't know if folks realize how much this company is interesting at the time and at this price. Some cash, approved menin inhib in R/R, tested in frontline and now the FTI platform.

[Mostly Biotech 🧬 @n_hatami]

@Henry431171040 @Dancingtapas With the coming catalysts, for sure!

[Mostly Biotech 🧬 @n_hatami]

Looking at the big picture, I think this time we will hit 5$ and go towards 10$ 🌟

Remember, $IOVA is still under $2B market cap!

[Common Sense Investor (CSI) @commonsenseplay]

THEY WERE ALL WRONG ABOUT BITCOIN ! $BTC

- Eric Trump: “I think we’re going to be over $175,000 this year… You go out a couple of years and there’s no question Bitcoin goes over $1 million.”

- Michael Saylor: "$150,000 by the end of 2025."

- Robert Kiyosaki: "$180,000–$200,000 in 2025."

- Tom Lee: “Bitcoin could reach $250,000 before the end of 2025.”

- Chamath Palihapitiya: Prediction "Up to $500,000 by October 2025"

- Tim Draper: “$250,000 by the end of 2025.”

Actual Bitcoin Price by end of 2025: $87k

[Mostly Biotech 🧬 @n_hatami]

@BioStocks Great news for the small & Mid caps!

[Bio Stocks™ @BioStocks]

‘Buying stuff like it’s going out of fashion’: Biotech M&A hits $106 billion, on track for best year since pre-Covid. $XBI $IBB

https://t.co/pibFsdq2z6

[Mostly Biotech 🧬 @n_hatami]

$Kura Oncology Highlights Darlifarnib’s Potential as a Foundational Combination Platform for KRAS-Mutant Cancers and Outlines Development Strategy

[Mostly Biotech 🧬 @n_hatami]

@KobeissiLetter