patatechaude Posted - 1 day ago

$CAPR $30 is where we should be at this stage. Big money will start noticing. Oppenheimer is the 1st of many to come. $XBI $IBB

DameWave Posted - 1 day ago

$FBIO Milestones today - 25 24 Q2-Q4 Qbrexza & DFD-29 sales deal outside US 24 Q2: AJ201 Phase 1n/2a top-line data 24 Q2-Q3: Cosibelimab resubmission 24 Q2-Q3: Dotinurad Phase 1b data 24 Q2-Q4: AAV-ATP7A Gene Therapy nominate candidate for P1 24 Q2-Q4: MB-106 additional safety and efficacy data from Mustang-IND 24 Q2-Q4: MB-106 Phase 1 start for autoimmune diseases in Q4 24 24 Q2-Q4: IV Tramadol Initiate pivotal Phase 3 safety trial 24 Q2-Q4: CUTX-101 approval and priority review voucher worth ~$110 M 24 Q2-Q4: Triplex Phase 2 Kidney Transplant start 24 Q2-Q4: In vivo CAR-T murine tumor model data publication 24 Q4: DFD-29 approval 24 Q4 – 25 Q1: Cosibelimab approval 24-25: BAER101 Phase 2 start 24-25: Cosibelimab sales deals 24-25: Olafertinib Phase 3 update 24-25: Cosibelimab + Olafertinib Phase 1b start 25 H1: CAEL-101 data from 2 Phase 3 25: MB-109 (MB-101 + MB-108) Phase 1 data 25: Dotinurad pivotal trial start 25: CUTX-101 royalty sales 25 Q1: DFD-29 sales start 25 H2; CAEL-101 approval $XBI $IBB

patatechaude Posted - 1 day ago

Oppenheimer, one of the main analyst covering $SRPT just started $CAPR at outperform. Take note $IBB $XBI $CAPR has a market cap of $200M. $SRPT has a market cap of $13B. Things are about to change.

ospreyeye Posted - 1 day ago

$VKTX >> Daily Chart >> Bearish 🐻 close below the middle Bollinger Band and 50-day simple moving average at 72.21 If both levels turn into resistance, a new downtrend will begin $VKTX will only be bullish above both levels Bears 🐻 are in full control below Trade the chart 📉 & not the heart ❤️ $SPY $IBB

Askalot Posted - 2 days ago

Endpoints at #ASCO24 $IBRX $XBI $IBB $LABU. The latest bladder cancer Approval drug should be talked about heavily n https://events.endpts.com/asco24/5693296?ref=eblast_0516

Askalot Posted - 2 days ago

$XBI $LABU $IBB. New Drug from IBRX on the list with Keytruda for Bladder cancer. They posted a pic of 1000 units being shipped only a week and half after approval. Great news for bladder cancer patients.

Diefreeandsell Posted - 3 days ago

@FlipStink I’m thinking rut2000 index funds and etf’s are adding since approval and other index funds tracking S&P like $XBI $ibb $BIB etc.. jmo

DameWave Posted - 3 days ago

$FBIO That $ARQT has a market cap of almost $1.1B and $DERM only $72 M is insane... DERM has 8 approved products and soon a blockbuster in DFD-29. ARQT has one approved product. DERM had $20 M more in sales than ARQT in 2023... Pure insanity! But it at least shows what DERM should be valued at at least in the near term. $XBI $IBB

DameWave Posted - 3 days ago

$FBIO Please read my series on $CKPT and their Cosibelimab, where the first part contains 28 parts/posts. Is finding a nano cap that has better data than the world's current best-selling drug by far as motivation enough? $XBI $IBB

DameWave Posted - 3 days ago

$FBIO How many billions will DFD-29 make in total sales for $DERM until 2039? Average sales of $270 M per year (15 years) land on $4.05 B in total sales from DFD-29 alone... $DERM market cap: $74 M $FBIO owns 53%: $39.25 M $FBIO market cap: $33 M (which owns major parts of 9-10 more companies) For those of you who have not paid membership to Seeking Alpha, you can read the transcript from the $DERM conference call here for free. Sales start Q1 2025 with "two U.S. orange book listable patents issued, with market exclusivity until 2039". Oracea received FDA approval in 2006 and is still best in class/standard of care. DFD-29 is overall superior to Oracea in Head to Head Phase 3 with a total of 640 patients. Oracea did over $300 M in sales last year. Important to also remember that DFD-29 "the first and only systemic therapy indicated for both inflammatory lesions and erythema in rosacea". DFD-29 Clinical Overview https://d1io3yog0oux5.cloudfront.net/_ea468b04b0ed7c08e3910098339b6d91/journeymedicalcorp/db/2208/20080/pdf/DFD-29+Clinical+Overview.pdf CC Transcript https://www.investing.com/news/stock-market-news/earnings-call-journey-medical-q1-2024-financials-show-growth-and-promise-93CH-3438766 $XBI $IBB

JoeSpringer Posted - 3 days ago

$SAVA Option Lessons From Meme Surge 10 am ET Stream Action: https://youtube.com/live/MuXZ5ikhNlk $IBB $LABU $XBI

DameWave Posted - 3 days ago

$FBIO And this is precisely why Galderma should want to get its hands on $DERM and DFD-29... If they want to remain #1 in Rosacea and take more strategic steps into the US market, they will have to pay huge sums with this data against them. $XBI $IBB

BioAmerica Posted - 3 days ago

$IOVA People who are waiting to get in or start a new position here need to pay close attention. Thing are coming together, both fundamentally and technically. They have data coming in the next weeks and months. The gap that had been on the chart filled yesterday and it bounced off that. While there could be another trip down to the gap level, it will be short term. Do your own DD and you will see where this can go. It likely won't matter if you buy at $10.50 or $12 when it really hits. This has blockbuster potential over the long-term. $XBI $IBB

JoeSpringer Posted - 4 days ago

Top 5 Pulmonary Biotech Multi-Baggers 10 am ET Stream Action: youtube.com/live/M1k1jsNKtKI $IBB $IOVA $LABU $TMDX $XBI

DameWave Posted - 4 days ago

$FBIO If investors don't understand now, they never will - DFD-29 is a home run part 2 $DERM This below is GOLD: "Healthcare prescribers overwhelmingly confirmed their willingness to adopt and prescribe DFD-29 for the Rosacea patients, and a adoption rate of 79%. In our industry, this is an astoundingly high rate and translates into an approximate 8 out of 10 Rosacea prescriptions going to DFD-29. This rate exceeded even our own internal expectations and gives us the confidence in a successful DFD-29 launch. Given the 16.5 million Rosacea sufferers in the United States and over four million prescriptions written annually, the prescriber adoption rate captured in our market research makes us even more excited about DFD's market potential. With respect to the payer market research results, the data shows most, if not almost all PBMs, GPOs, and other managed care organizations are likely to contract with us to provide coverage for DFD-29 for over 200 million lives." $XBI $IBB

DameWave Posted - 4 days ago

$FBIO If investors don't understand now, they never will - DFD-29 is a home run part 1 $DERM READ YESTERDAY'S CONFERENCE CALL TRANSCRIPT! "First, was a survey conducted with prescribers of Rosacea treatments to measure the likelihood of adoption of DFD-29. Second was a survey of the payers that represent a majority of commercial insurance plans to measure their willingness to include DFD-29 on their formulary. I am pleased to report that the feedback was positive for both sets of participants. Favorable responses were driven by statistical superiority of DFD-29 when compared head-to-head versus Oracea in reducing inflammatory lesions and IGA success, as well as statistical significant reduction in clinicians' Erythema assessment score of DFD-29 versus placebo." https://seekingalpha.com/article/4692942-journey-medical-corporation-derm-q1-2024-earnings-call-transcript $XBI $IBB

Do_The_Opposite Posted - 4 days ago

$SPY $AUPH $EDIT $IBB Anyone remember when you would get Pharmaceutical and Bio news after hours for buyouts

KimberleyAnn Posted - 4 days ago

$ALLR $ibb $spy $dow Hey there, not spaming but legit question, can someone explain to me why a company converted preferred and warrants to common shares? Baffled https://www.globenewswire.com/news-release/2024/05/07/2876853/0/en/Allarity-Therapeutics-Announces-that-All-Series-A-Preferred-and-All-Variable-Priced-Warrants-have-Converted-to-Common-Stock.html

DameWave Posted - 4 days ago

$FBIO Regarding today's fantastic press release about Helocyte: $XBI $IBB

Askalot Posted - 4 days ago

$XBI $IBB $IBRX https://www.linkedin.com/posts/fda_are-you-a-researcher-sponsor-or-industry-activity-7195799274599661569-_W87?utm_source=share&utm_medium=member_ios

DameWave Posted - 5 days ago

$FBIO How long can this go on? If you buy shares in FBIO now, you get 53% of DERM, $7 M (because 53% of DERM is valued $7 M higher than the entire FBIO) and the remaining portfolio below valued at $0. Again, $0... In addition to the ownership %, FBIO has a 2.5% annual equity dividend and 4.5% royalty in almost all below... * = Deals made - Helocyte – 83% - Cellvation – 79% - Oncogenuity – 79% - *Cyprium – 74% (PRV $110 M + $20 M approval and eligible to receive sales milestones totaling up to $129 M and tiered royalties: 3.00% of net sales up to $75 M, 8.75% between $75 M and $100 M, 12.50% over $100 M up to $255-275 M in total) - Urica – 68% - *Caelum – 42% ($31,8 M on approval and up to ~$150 M in future proceeds from $AZN deal) - *Aevitas - ? (eligible to ~$140 M in potential late-stage development, regulatory and sales milestone payments plus royalties from $FDMT) - Mustang – 21% Checkpoint – 11% - Avenue – 4% $XBI $IBB

JFDI Posted - 5 days ago

$XBI $IBB All of em!

DameWave Posted - 5 days ago

$FBIO 3 done deals - Part 2 Almost dare to promise that FBIO will reach PRV, NDA approval and all milestones and sales royalties based on the Phase 3 data from CUTX-101. Although CAEL-101 has promising Phase 2 data and two possibilities in different Phase 3 tracks, I dare not count on them. The same with AAV.sFH despite the positive update from FDMT most recently, which is in an earlier stage. The total opportunity of $726.8 M + royalties from FDMT can then land on minimum $263.5 M directly to FBIO plus $171.5 M to Cyprium for continued development of the next generation for Menkes Disease in AAV-ATP7A (read previous post). I believe the CUTX-101 PRV and NDA approval will lead to FBIO will merge AAV-ATP71 with the Mustangs MB-117 and MB-217 in the future. Market Cap? $31 M with 8 already approved products and 22 clinical products in addition to its 3 in this post. $XBI $IBB

howardlindzon Posted - 6 days ago

seems obvious to that biotech and probably data centers are the next big boomers wish I was interested or better. networked in both good read $ibb $xbi https://www.brownridge.com/the-1-billion-biotech-idea/

DameWave Posted - 1 week ago

$FBIO Up to 19 triggers next 6-7 months: Q2-Q4 Qbrexza & DFD-29 sales deal outside US Q2: AJ201 Phase 1n/2a top-line data Q2-Q3: Cosibelimab resubmission Q2-Q3: Dotinurad Phase 1b data Q2-Q3: Triplex Phase 2 Liver Transplant start Q2-Q4: AAV-ATP7A Gene Therapy nominate candidate for clinical development Q2-Q4: MB-106 additional safety and efficacy data from Mustang-IND Q2-Q4: MB-106 Phase 1 start for autoimmune diseases Q2-Q4: IV Tramadol Initiate pivotal Phase 3 safety trial Q2-Q4: CUTX-101 approval and priority review voucher worth ~$110 M ($40 M to FBIO) Q2-Q4: Triplex Phase 2 Kidney Transplant start Q2-Q4: In vivo CAR-T murine tumor model data publication Q4: DFD-29 approval 2024 Q4 – 2025 Q1: Cosibelimab approval 2024-2025: BAER101 Phase 2 start 2024-2025: Cosibelimab sales deals 2024-2025: Olafertinib Phase 3 update 2024-2025: Cosibelimab + Olafertinib Phase 1b start 2024 Q4 -2025 H1: CAEL-101 data from two Phase 3 $XBI $IBB

JFDI Posted - 1 week ago

$MNST $CELH Bullish for the $IBB $XBI

DameWave Posted - 1 week ago

$FBIO Can it get sicker than this? - Part 2 FBIO has: - 8 commercial products that sold for $84.5 M in 2023 - 4 drugs with positive and completed Phase 3 - 3 ongoing Phase 3 (of which 2 where already sold to AstraZeneca for up to $500 M in total where about half can go to FBIO) - 1 approved for Phase 3 start - Triplex, which itself is in 8 different Phase 1-2 - 8 more different drugs in Phase 1-2 FBIO's portfolio itself is more developed and promising than these 26 combined and STILL TRADE BELOW THE $34.7M AVERAGE AND 1.34 IN PHASE 1-2... The companies that were screened were: UBX – 1 BIOR – 1 BIVI – 0 FBRX – 1 NKGN – 2 LPCN – 3 NRX – 3 APRE – 1 CNTX – 0 VIRX – 1 INKT – 1 ACXP - 1 SRZN – 1 IGC – 1 SNSE – 1 MRKR – 2 SABS – 0 VYNE – 1 ESLA – 0 UNCY – 2 DTIL – 1 XLO – 3 MTNB – 2 INAB – 3 HCWB – 2 GANX – 1 $XBI $IBB

DameWave Posted - 1 week ago

$FBIO Can it get sicker than this? - Part 1 In various posts and post series, I have tried to highlight the extreme nature of FBIO's low valuation. Here comes another one, and maybe the craziest yet... $FBIO market cap is $31 M right now. I have screened other biotech companies in the US with a market value between $25 M - $45 M. I found 26 companies that together were valued at $903.15 M or an average of $34.7 M. Then I looked at drugs in humans Phase 1- 3, and with these there were 35, which corresponds to an average of 1.34 per company. None of these 26 companies or 35 drugs were in Phase 3, the fact is that almost all were in Phase 1. $XBI $IBB

Top_Dog_Pro_Trader Posted - 1 week ago

$BMRN all it will take for this to rip higher is some positive Rox news! Voxzogo is killing it. Also with Elliot, can’t rule out a buyout. $XLV $BBH $IBB $XBI

DameWave Posted - 1 week ago

$FBIO Individual commercial and clinical products that INDIVIDUALLY should be valued well above FBIO's entire market capitalization of $31 M ($0.93 M per product) today: Commercial: Qbexza Accutana Late Clinical: DFD-29 Cosibelimab CUTX-101 Olfertinib Triplex Early Clinical (Early in US, already approved in Japan after the safety data of over 1000 patients): Dotinurad $XBI $IBB