DickMedChem
@DickMedChem
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Part-time $XBI investor since 2020 (Long only). My opinions are my own and are not investment recommendations. I buy/sell without disclosures.
Joined April 2018
$GPCR Is everyone awake now ? And thanks again for the cheap shares on 12/16 😅
Why this pathetic price action in $GPCR? I'm buying your shares. Thank you 🤓
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Vaccine? Why? $SNY
$SNY SANOFI TO ACQUIRE $DVAX DYNAVAX FOR $15.5/SHR REFLECTING EQUITY VALUE OF $2.2 BILLION
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$JANX
Extremely useless update, thanks
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Bullish on $NVO 😅
So $LLY tirzepatide followed by orfoglipron 2 years wt 96 Kg $NVO sema followed by Orfo at 2 years 96 kg So what is the point of taking tirzepatide if final wt the same ?
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Cc @houndcl
$OVID news that traders wont understand - On other hand gets the NEURO minds smiling - $OVID got exactly what they was going for - $OVID a type of play that could be 10x+ on next human data if you understand any of science & rationale here imho
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Thank you @BiotechCH and especially @adamfeuerstein for organising this event. Didn't want to speak because my English is not that good and I'm in the middle of commuting (Asia here). But I learned so many things from Hudson and Molly for many years. I'm still a beginner in this
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Agree 100% with this. The problem is that biotech is much broader, much diverse than people think. And people here should, and tend to dig deep about what they are doing = Not much room to get together.
biotech needs its own david sacks in reflecting on this past year, one thing has become increasingly obvious to me: biotech desperately needs a public champion. someone who can translate scientific progress into policy, coordinate the industry’s scattered voices into a coherent
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$IBIO Have been watching this for a while... What causes the stock soaring? Nearing IND?
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THE PLAN — Biotech $XBI Investor in 2025 •Wake up at 6:45 AM and immediately check whether an FDA panel / departure / appointment destroyed your net worth overnight. It usually did. •Tell yourself you’re going to “diversify” this year. Then put 40% of your portfolio into a
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Retro Bio is a headscatcher. The lead program is an autophagy enhancer in GLP studies? Earlier programs are iPSCs for Alzheimer's? Raising $1B at a $5B valuation? Holy cow crazy. The probability that this works out for investors is near zero.
Aging startup Retro Bio chases $5 billion valuation
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I'm a part-time investor here and I fully agree with @Sanctuary_Bio. Whenever you have the oppty to become a full-time one, be it. Personally I think I have some basic notions in this field so I manage to survive, but I really wish I could fully devote my time in this area.
@DmitryKovalchuk @ecommerceshares @StockMarketNerd I said this to someone a few weeks ago...you can't really do part-time in biotech. It takes, frankly, an ungodly amount of time to really learn it and get good. Thank god I put in the time in my 20s. I don't care that biotech is outperforming broad market now
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OMG Pazdur leaving, are we going to return to the dark periods of $XBI...?
statnews.com
Top drug regulator Richard Pazdur filed papers to retire from the Food and Drug Administration at the end of this month, raising concerns about agency turnover.
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I'm out but I really do want to see his note on $JANX @biotech1
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$JANX Was still long, added a little bit in the recent un-up and went through the binary. Lost the game yet again. Not happy with the outcome, but the size was minimal to meaningfully affect my asset. Sold the remaining positions. Will help with my tax thing.
Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow à la $ALEC.
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