mtrob

Biotech enthusiast. PhD-ing, metabolic research. Proverbs 16:9; Ecclesiastes 9:11

[mtrob @streamtaill]

Happy to get this right, Ph3 data supportive of me-better, still have readouts in 2027, well capitalized co $PCVX, 35 valent competition still years away.

[mtrob @streamtaill]

In purview of this me-better and FDA 180 degrees trend, gonna start a position on $PCVX

[Brent Beshore @BrentBeshore]

One of the most counterintuitive lessons I've learned:

If you know someone who recently "won," there's a very good chance they're not doing well and could use a friend.

[mtrob @streamtaill]

@jfais20 Seen a lot of bullish discussions in this name assuming legal issues would favor $LQDA. Almost no bear points discussed, made me stayed away.

[mtrob @streamtaill]

$PCVX context on competition, Prevnar by Pfizer is doing $6B annum and PCV21 is doing $700m in first year. 35-valent vax from Pfizer will only enter clinical dev end of 2026, far behind VAX-31.

[Osprey Cap II @dsjdirect]

$PCVX key data soon. Mizuhu calls this a "must own" read out and I agree. I like the fact that this is not a twitter darling. "We go through the details below why approvability (not serotypes missed) is the correct fundamental lens here, while also stress testing serotype-specific data. The key conclusion is VAX-31 likely puts up positive data here and gets approved as the broadest coverage PCV. Precedent has shown coverage is king and the number one driver of (majority) uptake in this $8Bn+ (and growing) market. On positive data, we believe the stock can potentially land in the ~$80-100 territory (certainly ways to get it higher as well)".

[mtrob @streamtaill]

$KOD 54% patients achieved 6mo durability, new benchmark in wAMD here!

Still have MESI readout end of year.

https://t.co/dzvrsBK9Ip

[mtrob @streamtaill]

Im ready to be bagged, bring it on.

https://t.co/LzdoRf6B2f

[mtrob @streamtaill]

“The best part of being human is when we overestimate our potential. Thank goodness we do.” @iancassel

2 years ago, I chanced upon some articles by @iancassel on the microcap club website. Suffice to say it has inspired me to start biotech investing seriously and gave me that much needed push to take risks.

For those who are still on the sidelines, perhaps this book could give you the push that you need.

[mtrob @streamtaill]

Im ready to be bagged, bring it on.

https://t.co/LzdoRf6B2f

[mtrob @streamtaill]

-3.2% vs -8.42% $XBI mtd. Important to be clear eyed. Last month especially was struggling to find value in smids bio.

[mtrob @streamtaill]

Largely been spared from whatever bio smid degrossing event recently thanks to large cash position.

Several smids with commercial momentum has pulled back, stalking $AXSM and $COGT. Some names are down 20-30% and seen a lot of doomposting recently but personally this is healthy pullback. I would even argue valuations of some smids were stretched prior to this.

[mtrob @streamtaill]

Largely been spared from whatever bio smid degrossing event recently thanks to large cash position.

Several smids with commercial momentum has pulled back, stalking $AXSM and $COGT. Some names are down 20-30% and seen a lot of doomposting recently but personally this is healthy pullback. I would even argue valuations of some smids were stretched prior to this.

[christian @cxgonzalez]

forward-chain, don't back-chain

[mtrob @streamtaill]

@jeremyj0916 Yes topline is end of sept but maybe full data presentation at AAO 9 Oct.

[michael @paik_michael]

the feeling of being convinced that blessings are coming your way is inexplicable, and that delusional optimism fills you with overwhelming peace, joy, and excitement

the secret is that that feeling is a choice

you can decide at any moment to take the steering wheel and drive

[mtrob @streamtaill]

Sg keeps winning lol

[Waymo @Waymo]

Singapore, we’re on our way 🇸🇬 Our vehicles will arrive later this year, and will begin mapping and learning Singapore’s roads in early 2027 before fully autonomous ride-hailing arrives in 2028.   

Learn more: https://t.co/sAYo0uPecC

[mtrob @streamtaill]

Many such cases

[Nikita Bier @nikitabier]

One of the greatest viruses of the modern man is looking at Instagram Stories. You will melt your brain looking at a barrage of outcomes—like vacations, parties, cars—with no visibility of the process that got them there.

[mtrob @streamtaill]

@augurbio Kimi K3 for code, Gemini for research. I’m done with Claude’s bio ‘safeguards’. Likely to try astra for code if safeguards are more lax.

[mtrob @streamtaill]

@ukuv @joshdubnau He is talking about causations, you are talking about correlations.

[mtrob @streamtaill]

Scenes in singapore

[The Straits Times @straits_times]

PSI hits 101 in central Singapore, with air quality in unhealthy range https://t.co/q1BJoaJAxc