BioN00b
@BioN00bDon't listen to me. I am a n00b.
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Bought $kura at 10.07. Not sure if this is just a trade or long-term yet. But seemed like to good an entry to ignore.
My #1 issue with FDA is that it erects unnecessary barriers to innovation (e.g. two replicate phase 3 studies instead of one, refusal to accept valid clinical results from other nations, etc.). This stops patients from accessing promising therapies & raises prescription drug…
$tgtx really trading like someone knows something. High volume, up consistently since ER.
Just listened to $DCTH call. We are at the turning point of the story, the future indications will become clearer with each ER. Path to $30 in <24 months will be very obvious imo. If market wakes up then could come much sooner.
Really annoying how the cashtag $ search is broken on X. When you search tickers like $DCTH $VKTX $PFE etc, it comes up with a load unrelated results
FWIW my guess is $dcth US revenue will be very close to the 10m mark in q3. Probably slightly under. As for stock movements, probably range between $8 - $14 over the next 6 months if that revenue estimate is correct. Under $9m then stock probably $6 - $8. All just guesses.
i'm bullish long term $dcth but kinda expecting a slow quarter. looks like q3 is gonna end with 11 centres. might get more between now and ER. hard to say but Q3 ER could be a dip buying opportunity
$vktx avoro and boxer closing out as reported in 13f reports, explains a lot of the downward pressure over last few months.
listened to call, some Qs around the monthly SC dose - will that be ph2 or ph3 trial? wasn't clearly answered. my read: sounded like management at least flirting with the idea of the monthly dose being ph3 too. Is that even possible? would be another positive surprise $vktx
so I got the "Danu isn't dead" part right. Time will tell about the long term part. My read on CEO's last call was enthusiastic enough about a reformulation, but longer term need a better asset $pfe
Based on $pfe CEO's comments, my guess is that Danuglipron isn't dead yet. But they know it's not gonna cut it long-term. They sound like they're in the market for v early stage assets. That would rule out $vktx - no surprise. Might rule out $gpcr too. They are thinking long term
Based on $pfe CEO's comments, my guess is that Danuglipron isn't dead yet. But they know it's not gonna cut it long-term. They sound like they're in the market for v early stage assets. That would rule out $vktx - no surprise. Might rule out $gpcr too. They are thinking long term
United States Trends
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ScHoolboy Xu
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Emanuel Vacchiano
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Lumos Pharma
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AA
@blackseedbio -
frog
@BiotechFrog -
tk
@degrader_junkie -
EM
@8thKingofRome -
AT
@BioSyncopation -
Decamp
@LSinnv -
Dogs&Viruses
@Craigster771 -
Recombinant Plasmid
@reco_plasmid -
Lil_Pump_n_HODL, KFCFA
@BiotekOie -
Bradley
@BradleyBaraboo -
Murphy
@murphycpr -
Stock junkie
@PantaRhai
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