webloggin

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@JackPrescottX So we shall see a big increase on cash position in next earnings or ?

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@JackPrescottX In regards of the 655mio cash, is this including the latest upfront payments?

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@cyberprince_rwo Since ipo (unfortunately haha)

[Energy Fuels Inc. @Energy_Fuels]

Rare earth magnets are essential to many of the industries shaping the future - from automotive and robotics to aerospace, defense, data centers and industrial automation.

Building more secure and diversified supply chains for these materials is an important priority for customers across North America and Europe.

Read more on @Reuters' thoughtful coverage of @Energy_Fuels’ agreement to acquire VAC: https://t.co/CjZQwjGCsG

$UUUU $EFR #EnergyFuels #rareearths

[Winston @ChurchillWw]

IperionX has commissioned a 300-ton six-axis press at its campus in South Boston, Virginia, and new furnaces funded under the IBAS defense program are expected this month to complete the production line. The press runs 24 cycles per minute, roughly 11 million titanium parts a year.

US titanium sponge output ended in 2020, so all primary metal is imported. IperionX runs entirely on recycled domestic feedstock.

The process is powder metallurgy: titanium powder pressed into near-net-shape preforms, then sintered and forged into finished components, skipping the conventional route of ingot melting, billet production, multiple forging stages and heavy machining where buy-to-fly ratios run 9:1 or worse.

The press was built by SACMI of Imola, an Italian cooperative founded in 1919 that now turns over €1.7 billion.

https://t.co/Z6QL5ZnAuj

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@JackPrescottX Do you expect a bigger pull back soon ?

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@Dantes_Bondage What's her OF ?

[Energy Fuels Inc. @Energy_Fuels]

@Energy_Fuels Receives Conditional U.S. Government Support to Accelerate Growth in Rare Earths and Critical Materials

Ross Bhappu, President and CEO of Energy Fuels, said: "This important financing support from key investors aligns with Energy Fuels' objective to be a vital player in the rare earths supply chain. The United States government has been steadfast in its support of critical materials security, and we appreciate the OSC's financial support at this important time as we develop our vertically integrated supply chain."

Read the full details in our most recent press release: https://t.co/mh4y8Yrxkh

$UUUU $EFR #EnergyFuels #uranium #rareearths

[AbCellera @AbCelleraBio]

Jazz Pharmaceuticals and AbCellera Announce Collaboration to Discover Next-Generation T-cell Engaging Multispecific Antibodies https://t.co/ISSSHSyPVz

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@yourphotonude Someone has her @ or OF ?

[Daniel Rau @drauwsy]

Just had the pleasure of visiting @iperionx 's South Boston titanium powder metallurgy facility & eventually inclusive of more Group IV metals.

FD, I am friends with management, but honestly was skeptical of the technical feasibility for scrap to net-shape part titanium powder metallurgy production flows - or rather personally unread and needing to see believe.

I was blown away to say the least.

Oh, and they also have a mine.

[Sovereign Metals @sovereignmetals]

$SVM #SVML #TITANIUM #MALAWI #JAPAN
Honoured to host Japanese Ambassador to Malawi NAITO Yasushi at Kasiya — our lab in Lilongwe and rehabilitation trial site.
Japan is a critical link between Kasiya's rutile and US aerospace & defence: Malawian minerals → Japanese titanium → American primes.
On the ground, the Ambassador saw our conservation farming program delivering ~6t/ha maize — 4.5x conventional yields — just 15 months after mining trials ended.
Allied supply chains, transformed Malawian livelihoods. That's the Kasiya model.

[Energy Fuels Inc. @Energy_Fuels]

@Energy_Fuels' President and CEO Ross Bhappu joined a panel discussion today hosted by @StoneX_Official in New York on the important role of #criticalminerals and #rareearths and the strategy behind securing a U.S.-led supply chain of resources.
$UUUU $EFR #EnergyFuels

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@bushcubed @JackPrescottX is this correct ?

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

Biology is the most underappreciated destination for capital to flow into over the coming years.

It's the biggest TAM yet to be materially disrupted.

Two plays I like:

The lower risk 2-3x? $LLY
The higher risk 5-10x? $ABCL

$LLY first.

Most are still pricing this as a pharma company. That's the mistake.

GLP-1s (Mounjaro/Zepbound) aren't the thesis. They're the nearer term funding engine.

$LLY is building the operating system for human biology.

Think of it just like AWS giving developers infrastructure to build software...Eli Lilly is building the infrastructure to build medicines.

-> Discovers targets
-> Designs molecules
-> Learns from every experiment

Here's what it actually looks like:

-> LillyPod: 1,000+ Blackwell GPUs. A wholly owned AI factory for biological discovery.
-> Isomorphic Labs: Frontier AI drug design plugged into their pipeline.
-> TuneLab: BioTech partners train on decades of Lilly's molecular data.

30x PE probably seems pricey right now but if this thesis plays out it's not.

Now $ABCL:

Earlier stage. More focused. More niche. Potentially huge upside if AI drug discovery works at scale.

Every company sitting on years of proprietary biological data should get re-rated.

$ABCL is arguably the best one out there for that at $1.7B MC.

[Jack Prescott @JackPrescottX]

$ABCL This interview with Carl Hansen in February slipped through the cracks. Worth reading for all investors.

Mostly same stuff we already know, but I really like this bit about the addition of Stephen Quake to the board. We all know about how prolific of an inventor Quake is, but the company never gave an “official” statement on what he would be bringing to the table. We just inferred it…

It’s now official. Quake was added to help the company maintain its technology edge and stay 5-10 years ahead of the game.

Quake was an excellent addition to the board. His DNA runs through this company. It’s only right that he now serves on the board and will be playing a bigger role. I couldn’t be more happy about this.

[Jack Prescott @JackPrescottX]

$ABCL I believe this same concept applies to AbCellera:

“The self-improvement capabilities of AI mean the traditional “fast follower” strategy will likely not work as it has in the past. Early adopters are already building a competitive advantage that slower-moving companies will find increasingly difficult to overcome.”

I believe this to be true not only from the standpoint of being able to continually improve at mining antibodies from the immune system, where they collect terabytes of data per discovery campaign, but also in terms of collecting data on their own platform and processes itself, and improving them.

Carl Hansen has said “In drug development -- like going from an idea to a drug is not one thing. It's a thousand things. And every program will run into different problems. So in order to succeed at that reproducibly and do it at a higher level than the industry, what you need to do is have best-in-world technologies, strung together and integrated…. The power comes from having scale, integration and the workforce and the facilities and the ability to actually prosecute those at scale. And so dealing with complexity and data science is a big part of that. I think it's a thing that makes us different. If you look at other companies, the validation of the platform, the scale, the size of the organization, the investment that's been done, the technology, maybe there's companies out there that have a few of those things or one of those things, but it's not about having a few of those things. It's about having all those things.”

AbCellera is a fully connected company. Full stack and in-house. Closed loop. This flywheel has been spinning for over a decade. Recall “The self-improvement capabilities of AI mean the traditional ‘fast follower’ strategy will likely not work as it has in the past.” I believe this will prove to be true in the case of AbCellera as well.

[Jack Prescott @JackPrescottX]

VANCOUVER, British Columbia--(BUSINESS WIRE)-- AbCellera (Nasdaq: $ABCL) today announced the appointment of Victor Sandor, M.D.C.M, to its Board of Directors as an independent director.

“Dr. Sandor is an experienced director and a distinguished medical oncologist with experience in building companies and bringing innovative medicines to patients in need,” said Carl Hansen, Ph.D., founder and CEO of AbCellera. “I am pleased to welcome Dr. Sandor to AbCellera’s Board of Directors and look forward to working with him.”

Before its acquisition by Pfizer Inc, Dr. Sandor served as Chief Medical Officer at Array BioPharma Inc, where he successfully secured approval of Braftovi® (encorafenib) and Mektovi® (binimetinib). Prior to joining Array, Dr. Sandor served as Senior Vice President for Global Clinical Development at Incyte Corporation, where he played a critical role in the approval of Jakafi (ruxolitinib). Dr. Sandor was also Vice President and Chief Medical Officer for Oncology at Biogen Inc. and held positions of increasing responsibility in oncology product development at AstraZeneca Pharmaceuticals LP , contributing to the registration of Arimidex® (anastrozole) and the development of Faslodex® (fulvestrant).

“ I am excited to join the AbCellera board at this important moment in the company's evolution. AbCellera has established an exceptional capability in antibody discovery, and I look forward to working with Carl and the team as the company advances its pipeline and translates that capability into meaningful clinical outcomes for patients,” said Dr. Sandor.

Dr. Sandor currently serves on the board of directors at ADC Therapeutics SA, Kymera Therapeutics Inc., and Prelude Therapeutics Incorporated. He also served on the board of Merus N.V. prior to its acquisition by Genmab
A/S in 2025.

Dr. Sandor received his M.D.C.M. from McGill University in Montreal, Canada, and completed a Fellowship in Medical Oncology at the National Institutes of Health in Bethesda, Maryland.

[Alpha @AlAlphaResearch]

$ABCL CFO Andrew Booth at Jefferies yesterday calling ABCL635 a potential blockbuster drug during the NK3R Q&A. CFOs at major healthcare conferences don’t use that word by accident.

Think about the context. Veozah launched with a Black Box Warning for liver toxicity and still pulled $234M in 9 months in a market that’s still building. Bayer’s Lynkuet is projecting ~$1B+ in annual sales. Both are small molecules with real limitations. #ABCL635 came back from Phase 1 with zero liver toxicity across all doses from 30mg to 900mg, a half life of 24 days supporting once monthly dosing, and clean target engagement. The dosing headroom Astellas never had is sitting right there.

You don’t say blockbuster in a room full of institutional investors unless you mean it. They know what Veozah did with a Black Box Warning. They know what Lynkuet is projecting. And they’re saying ABCL635 is positioned to compete in that same $6B market with a cleaner profile and more room to push efficacy.

Goldman at 4.3M shares. Baker Bros at 10.8%. Insider purchase after the data. Stifel raised to $8. Cantor initiated Overweight. JonesResearch at $11. And now the CFO calling it a blockbuster at Jefferies. Q3 topline data is still the moment. But the people who know this drug best keep ending up at😉

[끄적끄적 @RealKianOh1]

$abcl 닥터 빅터 산도르 이사 선임 뉘우스

💊상업적 임상 승인(FDA) 전문가의 영입

빅터 산도르 박사는 글로벌 바이오테크 업계에서 '신약 허가 및 임상 개발'의 최고 베테랑 중 한 명

아스트라제네카(AstraZeneca), 바이오젠(Biogen), 인사이트(Incyte) 등에서 항암제 개발을 이끌었으며, 어레이 바이오파마(Array BioPharma)의 최고의학책임자(CMO)로서 화이자(Pfizer)에 인수되기 전 핵심 항암제(Braftovi, Mektovi)의 FDA 승인을 성공적으로 이끌어낸 인물

앱셀레라에게 지금 필요한 것은 기술력을 넘어, 개발 중인 파이프라인을 실제 임상 시험(Phase 2/3)을 통과시키고 시장에 출시할 수 있는 실전 감독이며, 산도르 박사가 이 역할을 자문하게 될 것으로 전망