Andre-ACGT
@Andre_AGTC
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TPD, CNS, Targeted Therapies, Autoimmune
US Nort East
Joined January 2022
Q4 Update top 10+10 $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $MIRM IBAT rare $RVMD RASmuti $CRNX endocrine $BBIO ATTR $SRRK TGFb $ALNY RNAi $CPRX $ABEO $CORT $KYMR $NUVL $QURE $IMCR $NBIX $VKTX $MLYS
Update top 10+10 (after $VRNA BO) $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $VKTX metabolic $MIRM IBAT rare $MLTX I&I IL17A/F $SRRK TGFb $ALNY RNAi $RVMD RASmuti $BBIO $CRNX $CPRX $ABEO $KYMR $NUVL $IMCR $ACAD $CORT $NBIX
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$BHVN MDD data MADRS score in severe depression. No p value but looks like 0.4-0.5. BHVN is terminating the program $XENE were also NOT stat significant p=0.13 But secondary endpoints HAM and SNAPS were OK XENE is running ph3 with primary endpoint HAM-17
$BHVN MDD trail failed and they will drop it. Strange $XENE has better data with the same potassium channel - Kv7 Still running epilepsy trail w Kv7. IMO they have better chances there, so I may jump in next week
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Merry Christmas Twitter friends! Looking forward for a continuation of the Christmas rally into a New Year rally followed by a JP Morgan conference rally and a bunch of M&A rallies ($ABVX no pressure, others also welcome)
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$BHVN MDD trail failed and they will drop it. Strange $XENE has better data with the same potassium channel - Kv7 Still running epilepsy trail w Kv7. IMO they have better chances there, so I may jump in next week
$BHVN Provides Update From Phase 2 Proof-of-Concept Study with BHV-7000 in Major Depressive Disorder. #FAIL …and good news for $AXSM $JNJ / $ITCI
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🤣 Head to head comparison of $TGTX (No Position) vs $TVTX (Long Position since 14.50) To make money is so easy- just pick the winners and avoid laggers
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$TVTX purchase Fri Dec 19 at $15 looks nice today after TVTX hits 40 For some not familiar with options - at expiration you are assigned shares at the strike price So if you have 10 contracts at 15, the broker automatically sells you 1000 shares at 15 and withdraw $15K
While vacationing Fidelity is buying bunch of stocks for me $KRYS at 120, current 254 $MIRM at 25, current 82 $TVTX at 15, current 36 $VTYX at 1, current 9.50 Anybody knows what is going on? Should I call to complain? 🤣
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$TVTX And all of the sudden at 40 Still valid what I said when trading at 14: " deriskeed opportunity" The valuation is not deeply discounted but reasonable - 3.6B MC
$TVTX Anothe ATH at 36.60 Profitable, revenue and cash growing Jan PDUFA and launch in ESGS Did I call it at 14.50: "Derisked opportunity at discount valuation"??
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$IMRX L1 OS data in Pancreatic Jan 7 will be interesting High demand for Jan 7.5c today I bit overpriced for my taste I have Feb 5c
$IMRX Immuneering to Announce 12-Month Overall Survival Data from Phase 2a Clinical Trial of Atebimetinib + mGnP in First-Line Pancreatic Cancer Patients on January 7, 2026 • BioPharmCatalyst
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My potential pick for most respected stock contest run by @pawcio2009 is up 7%. How am I supposed to win when my pick explodes before the Dec 31 deadline Totally unfair I warn you - don't sabotage my pick Shorts welcome before Dac 31
@pawcio2009 Good. Bc my pick $CYBN will become $HELP
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While vacationing Fidelity is buying bunch of stocks for me $KRYS at 120, current 254 $MIRM at 25, current 82 $TVTX at 15, current 36 $VTYX at 1, current 9.50 Anybody knows what is going on? Should I call to complain? 🤣
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$VRDN Truis w 41 PT Good setup for 2026 June 30 PDUFA and immediate launch $ARGX and $IMVT dropped from the race $AMGN has some safety issues with IBD and blood sugar
Truist reiterated $VRDN Buy-$41, and said: 'Veli's Priority Review & June 30 PDUFA Set, Confirming Clean, Catalyst-Rich 2026 Set-Up' $AMGN $IMVT NVS ARGX Truist added: This morning's BLA acceptance and priority review for Veli' comes in as expected, though reinforcing of the
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It never happend in my long investment life (7 years already) to have all my top 10 at ATH. Meanwhile $XBI is -25% from top $MDGL 600 $KRYS 250 $XENE 46 $AXSM 155 $RVMD 80 $ABVX 140 $PRAX 280 $BBIO 77 $MIRM 81 $NUVL 107 Plus 3 BO from top 10 $ITCI 132 $BPMC 129 $VRNA 107
It never happend in my long investment life (7 years already) to have all my top 10 at ATH, while $XBI is -25% from top $MDGL 600 $KRYS 250 $XENE 46 $AXSM 155 $RVMD 80 $ABVX 140 $PRAX 280 $BBIO 77 $MIRM 81 $NUVL 107
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It never happend in my long investment life (7 years already) to have all my top 10 at ATH, while $XBI is -25% from top $MDGL 600 $KRYS 250 $XENE 46 $AXSM 155 $RVMD 80 $ABVX 140 $PRAX 280 $BBIO 77 $MIRM 81 $NUVL 107
@WallStSai Good day - ATH all around $MDGL 600 $KRYS 250 $RVMD 80 $ABVX 140 $PRAX 280 $XENE 46 $MIRM 81
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$ABVX up today +20% on news reported here on tweeter 2 weeks ago
$ABVX @seedy19tron Brave man are aways rewarded👍 I remember when @adamfeuerstein said that he will mute everybody who says " you can't have enough ABVX" I asked him if it applies to " you can't have enough $PRAX" Both stocks at +40% since then
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$VRDN MC 3.1B BLA in TED accepted PDUFA June 30, 2026 Veligrotug has both Priority Review and BTD Recently $ARGX failed ph3 in TED $IMVT data in TED are canceled So VRDN is going to enjoy a large market alone TAM in 2035 is projected at 4-5B
$VRDN Back in today at 13.00. Two positive news 1. 70% of patients treated with veligrotug who were responders at w.15 maintained their response at w.52 2. BTD in TED - should speed the approval BLA in H2'25. Approval and launch in 2026 MC 1.1B Cash 637M LossQ1 87M
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$KURA The market is working hard to prove me right $11 holla and +13% so far since I declared it undervalued Even Cramer couldn't jinx it today
@KingachillesE Agree. Difficult to come across a cheap biotech stock But still there are a few underappreciated names Look at $KURA e.g. Approved drug, ton of combo opportunity, will own eventually the Menin space bc of superior safety, 1B cash and trades at -100M EV.
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$CYTK Myqorzo list price 103K/y in line with Camzios
Needham⬆️the PT on $CYTK to $84 from $72, reiterated at Buy, and said: 'FDA Delivered an Early Xmas Present to CYTK with the Approval of Myqorzo (aficamten) for oHCM.' $BMY $EWTX Needham additionally said: CYTK plans to price Myqorzo in-line with Camzyos (~$103,000/yr) and launch
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$CYTK Hope nobody sold on the news of approval How many times you got BIC drug in 7.5B TAM
$CYTK Good note from Stiffel CYTK has BIC drug in oHCM against established competitor Camzios generated already 1B annualized w 20% coverage. So the field is wide open
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$CYTK Good note from Stiffel CYTK has BIC drug in oHCM against established competitor Camzios generated already 1B annualized w 20% coverage. So the field is wide open
$CTYK Cytokinetics - Aficamten Approved With A Differentiated REMS/Label; We See A Best-In-Class oHCM Oppty & Remain Bullish On ACACIA (2Q26)
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$ABVX @seedy19tron Brave man are aways rewarded👍 I remember when @adamfeuerstein said that he will mute everybody who says " you can't have enough ABVX" I asked him if it applies to " you can't have enough $PRAX" Both stocks at +40% since then
@seedy19tron You're brave man m8 60% in a single stock It reminds me Darwin Global - 70% in one stock One advice if I may Buy Feb 70 calls and sell ALL shares Breakeven is 1-2% above the stock price, so it cost you nothing You will end up with 40% cash in the port w/o missing any upside
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$ABVX Mark that 2Q26: Topline 52-week maintenance data for obe from the Ph 3 If not BO before these data release, it will be after it for sure
$ABVX catalysts 1Q26: Data presentations for obe at ECCO in February – including additional clinical analyses from the Ph3 ABTECT program and new translational datasets • 2Q26: Topline 52-week maintenance data for obe from the Phase 3 ABTECT program • 2H26: Submit an NDA for
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