dough
@semodough
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BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Joined September 2015
Wonderful Day for me. - celebrating 25 GREAT years with my WIFE & best friend today. Best decision I ever made - happy #anniversary to my WIFE ❤️❤️
Tomorrow 23 year anniversary +8 years of dating -like @SheffStation I started young 😃 MY WIFE best #LONGTERM Decisions I ever made ❤️❤️❤️
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$TGTX - make it 6x in row now BOFA Alec raising his Revenues across the board in 2025-2027 along with EPS - baffling/stupidity continues - should also be pointed out analyst numbers are some highest out there yet the bearish continues going on what 5 years now ???.
Once again BofA Alec stranaham not present on $TGTX call which has been over year now - but yet Alec still giving out his opinions quickly - I seriously believe this is 5th time Alec has raised estimates in row - but continues to downplay everything $TGTX does- seriously ALEC🤷♂️.
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$ABVX $650 million Mcap — 118 million cash. 107 million debt Conference call today.
$ABVX Abivax Announces Positive Phase 3 Results from Both ABTECT 8-Week Induction Trials Investigating Obefazimod, its First-in-Class Oral miR-124 Enhancer, in Moderate to Severely Active Ulcerative Colitis.
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Guggenheim $RZLT (Best Idea): The Ph 3 in CHI (congenital hyperinsulinism) readout are scheduled.for December 2025. Our analysis suggests that the baseline characteristics for the pivotal.Ph 3 sunRIZE study are consistent with the Ph 2 RIZE study.
Some of the strongest insider buying I've seen in a while $RZLT. Disclaimer: I have a long position . Biotech investing isn't for everyone but this seems pretty asymmetrical. I'm holding to see what happens
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$SLDB's construct in general is intended to target the cardiac and skeletal muscles, while de-targeting the liver (due to capsid that has RGD peptides; also helps w/ efficacy and reason - I am surprised $SLDB not higher with $SRPT issues - $SLDB CEO way more respected.
$SLDB data is much earlier, the company has looked at key biomarkers of liver injury like GGT (which look flat), as well as biomarkers that one can look at both to look at liver health and muscle integrity (like AST, ALT, CK and LDH), all of which have improvement.
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$SLDB data is much earlier, the company has looked at key biomarkers of liver injury like GGT (which look flat), as well as biomarkers that one can look at both to look at liver health and muscle integrity (like AST, ALT, CK and LDH), all of which have improvement.
Cantor $SLDB remains a top inbound name,investors are 1) asking us for more specific details around their AAV-based gene therapy program, SGT-003 for DMD; 2) if this is an attractive entry point following $SRPT's (N) disclosures.Reason #1 Market Opportunity is Well Established.
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Cantor $SLDB remains a top inbound name,investors are 1) asking us for more specific details around their AAV-based gene therapy program, SGT-003 for DMD; 2) if this is an attractive entry point following $SRPT's (N) disclosures.Reason #1 Market Opportunity is Well Established.
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$PFE $BBIO good overview from MS today - also I reposted blurb from last year by Salim
Taf IP durability is a huge swing factor in $PFE & $BBIO DCFs. Despite $PFE's coy demeanor, path for Taf IP beyond 2030 remains open & tractable. 1H26 ruling in the EU Appeal case will foreshadow Taf's fate. IMO, POS for $PFE / Taf is underestimated. EPO already upheld '441 ('35
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RT @Prof_Oak_: Taf IP durability is a huge swing factor in $PFE & $BBIO DCFs. Despite $PFE's coy demeanor, path for Taf IP beyond 2030 rema….
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Staying on #Sanibel for first time since horrible Hurricane Ian - personally my family favorite Beach in USA - has definitely changed- but happy to see its trying to make comeback
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RT @CorleoneDon77: $BBIO. Attached is page 1 of a 12-page Wells Fargo analyst report on BBIO issued today entitled:. "2Q Previews: ALNY and….
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RT @HOThomasWPhelps: Comparison of main adverse events and safety data for recent drug trials in atopic dermatitis compared to FDA approved….
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$HROW Harrow Enters into Commercialization Agreement with Samsung Bioepis for Ophthalmology Biosimilars Portfolio in the United States | Harrow, Inc.
investors.harrow.com
Harrow to assume full commercial responsibility for BYOOVIZ ® and OPUVIZ™ by the end of 2025 NASHVILLE --(BUSINESS WIRE)--Jul. 17, 2025-- Harrow (Nasdaq: HROW), a leading North American eyecare...
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$NVS products, beats for Kisqali (10%), Scemblix (10%), Entresto (3%), Kesimpta (1%), misses for Tasigna (-16%), Cosentyx (-7%), Promacta (-3%); 5) Pipeline updates; Zolgensma in ITfiled; HS fail for Ianalumab PII,.
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Baird $SRPT Raising target price to $35 on cost restructuring. Sarepta announced a significant financial and pipeline restructuring, as well as an update on the Elevidys label, each of which we see as, at least, stemming the bleeding.
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$PTGX $JNJ oral IL-23 antagonist, icotrokinra, regulatory submissions Q325 in PsO. Clinical data presentations Phase 3 ICONIC-Advance 1&2 trials in PsO&Phase 2 ANTHEM trial in UC later this year. After positive results from BOTH $JNJ launch Phase 3 programs in both UC&CD. $PTGX.
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RT @semodough: $GOSS - market needs to be paying more attention to what BOB SMITH means to $GOS JPM Healthcare Conference Bob stated that h….
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Cantor #Biotechnology: KOL Call Highlights •KOL was part of the Ph1/2 trial (LINK to publication) and is an investigator in the ongoing Ph3 for efzofitimod (Efzo). - $ATYR Pulmonary Sarcoidosis & Cough - nicely done call & summary.
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RT @biotechinomura: $BBIO. Sustained Normalization of Mineral Homeostasis in Autosomal Dominant Hypocalcemia Type 1: Results from a Phase 2….
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