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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Note to $HIMS CEO Andrew Dudum: Do not repost about a short squeeze and then register to sell shares within a 24-hour period. You are showing seriously bad judgement.
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Our AI-powered platform helps you deliver digital innovation faster and with less risk by providing a fundamentally better approach to test automation.
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$SLNO - simple math 60% of these 400 patients is 241 new starts just from these 29 endocrinologist’s - imho bodes well for q3
$SLNO - worth repeating incase you missed it - 60% of patients on VYKAT XR received their first prescription in 3Q, suggesting a substantial increase in new starts from the 646 reported by the end of 2Q
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$TSHA Baird anticipate some investors may be marginally disappointed that Astellas isn't acquiring Taysha, we're overall encouraged by this update as regainment of rights allows Taysha to pursue additional deals unencumbered (and streamlines the TSHA-102 modeling). Unsurprised by
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$ARTV Company on track to share clinical response data across dose levels from more than 15 refractory RA patients in 1H 2026 THEN AND ONLY THEN Company plans to conduct FDA regulatory interactions in 1H 2026 to align on the pivotal trial design for AlloNK in refractory RA
$ARTV - nice call on it at 1 - but NO way I be chasing it at 5-6 range tonight or tomorrow will be 12-18 months before it starts it trial - very expensive trial also
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$ARTV - nice call on it at 1 - but NO way I be chasing it at 5-6 range tonight or tomorrow will be 12-18 months before it starts it trial - very expensive trial also
$ARTV over $5. Everyone hated it in mid $1s. This is why I ONLY play contrarian names (aka where people think stock is a dud), that's where most upside lies $BCAB $IFRX $IMRX $PEPG etc
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on $SLNO M&A letter saying Soleno has hired Gugg. and Centerview after receiving takeover approaches. 2 suitors were mentioned, one US , one Swiss (5 mins ago)
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$PRAX BAIRD ⬆️Raising target on positive ET results. The positive results from the ESSENTIAL3 Phase 3 program are thesis changing, potentially providing a near term approval pathway for a large indication without any competition. ET alone is a blockbuster opportunity but the
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$GNPX - down 50% all ready
$GNPX - caution ⚠️ here on $GNPX - Biotech about to get delisted pumping preclinical data - 1 million cash - also prospectus relates to the resale, from time to time, of up to 25,000,000 shares of our common stock, par value $0.001 per share, by Lincoln Park Capital Fund, LLC,
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$PRAX - LIFESCI new note ⬆️PT $373 Considering the massive ET market opportunity (~7M US prevalence), and current limited and poorly tolerated treatment options, we believe Ulixacaltamide is well-positioned for commercial success, if approved. PRAX plans to submit the NDA in
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#Biotechs can you imagine a BIOTECH CEO selling all his shares like $RGTI CEO did he probably be fired 🤷♂️ RGTI CEO, Subodh K. Kulkarni, exercised options to convert 1,000,000 and immediately sold them, leaving him with zero shares
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Guggenheim⬆️ $PRAX's PT to $350 from $155 and reiterated at a Buy rating. We are increasing our PT for PRAX following the two positive pivotal trial readouts for ulixacaltamide in essential tremor (ET). Both the parallel group and randomized withdrawal studies met the
Piper Sandler reiterated $PRAX Overweight-$270-Best Idea and said that it Remains Highly-Bullish and Believes There is a Lucrative Buying Opportunity Ahead of a Catalyst-Rich Year+. Piper Sandler said: PRAX remains one of our best ideas given its strong catalyst lineup ahead
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$SOFI $AMZN Galileo, SoFi’s Tech Platform, Joins the AWS Partner Network to Deliver Scalable Payments Worldwide
stockwhiz.ai
Galileo Financial Technologies, a SoFi platform, joins AWS Partner Network to expand its payment processing solutions worldwide, facilitating faster innovation for fintechs, banks, and brands.
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$NKTR $CRVS another reminder- worth repeating on Dupixent ~$28bn in sales in 2030. but up to 50% of patients will fail systemic biologic therapy, and janus kinuse inhibitors (JAKi), simple math easily says 10-14 billion in just failure market
$NKTR $CRVS another reminder of just how large market opportunity is ⬆️estimated ~30 million atopic dermatitis patients in G7 countries and according to Evaluate Pharma, market is expected to reach ~$28bn in sales in 2030. For patients with moderate to severe atopic dermatitis,
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$NKTR $CRVS another reminder of just how large market opportunity is ⬆️estimated ~30 million atopic dermatitis patients in G7 countries and according to Evaluate Pharma, market is expected to reach ~$28bn in sales in 2030. For patients with moderate to severe atopic dermatitis,
$REGN Dupixent 100k total scripts week - market way big enough to support new MOA with safety $NKTR $CRVS
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$CRVS Barclay Upcoming update could set path to value creation. Corvus plans to announce 8-week data from an extension cohort of its Phase 1 trial in atopic dermatitis in 4Q25, where patients receive soquelitinib 200 mg BID (twice daily). Additionally, the update will pool
$CRVS is starting to get recognized...
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$PRAX - what LIFESCI had last week - free call option
$PRAX Announces Positive Topline Results from Two Pivotal Phase 3 Studies of Ulixacaltamide HCl in the Essential3 Program for Essential Tremor https://t.co/FltOirxXWB
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$CLYM WB initiating coverage of Climb Bio with an Outperform rating, based on the potential of the company's CD19 antibody, budoprutug, being developed across a range of autoimmune indications. use of B-cell depleting antibodies for autoimmune disease has been well validated with
$CLYM initiated with an Outperform at William Blair
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Morgan Stanley🏁 $CDTX: We initiate coverage of Cidara Therapeutics (CDTX) with an Overweight rating and $190 price target. Lead candidate CD388 - a long-acting, non-vaccine antiviral from the Cloudbreak platform - aims to deliver single-dose prevention of seasonal (and
JPMorgan🏁 $CDTX Overweight/$200~says CD388 receiving BTD underscores the game-changing pot'l of the product—assumes peak sales of $4B+ in the US alone w/ a 75% POS—see CD388 as strategically attractive. H.C. Wainwright⬆️ $CDTX's PT to $150.00 and reiterated at Buy. H.C.
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$PRAX - doubles on the data #Biotechs
$PRAX Announces Positive Topline Results from Two Pivotal Phase 3 Studies of Ulixacaltamide HCl in the Essential3 Program for Essential Tremor https://t.co/FltOirxXWB
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