Keith Abrams @DeepSouthDoctor
Clinical psychologist, sex therapist, sex educator. Long-time SMID-cap biotech investor Stanford alum. Horse racing degenerate. Happy husband and father of 4. Birmingham, AL Joined August 2013-
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Current positions in order of size: $CLRB $MIRM $ESPR $ETON $SGMT $CHRS $ANNX (recently sold 20% of $CHRS for minimal loss)
$HROW - sold entire position for moderate profits. Wanted to raise cash, company not as undervalued as others I like, and unclear if they hit April guideline of delivering a successful manufacturing batch of Triesic.
Re-buying $ANNX, moderate position, w Ph3 GBS data readout later this Q. There is a reason why there are no approved treatments for GBS, but I think company has a decent chance to succeed based on previous data. Rest of pipeline offers some "floor", w upside potential very big.
$RVNC going from $38 to $3.80 in less than a year is the biggest fall for a commercialization-stage small-cap biotech than I can recall.
Interesting to me that $VKTX has a 50% greater market cap than does $MDGL.
$ESPR - added 10% more shares. My price target is for a multi-bagger in 2-3 years.
$ESPR - added 10% more shares. My price target is for a multi-bagger in 2-3 years.
$ESPR: I found the Needham talk/discussion to be excellent and very informative. Am more bullish on company than ever. This is a core long-term holding for me, might even add on any further pullback.
Bought $LYRA. Very bullish on Ph3 trial in pre-surg chronic sinusitis due to report this Q. Ph2 results were signf, dose-dep, and improved over time. Now Ph3 with best PE, N=120 vs. 60 (tx. group/plcb) vs Ph2 of 21 per cell. Has China part, balance sheet not an immediate issue.
$CADL: I would think a raise is coming tomorrow or early next week at the latest. Will be interesting to see how it is priced. Best time to raise is when you're blowing by your 52-week high.
$ESPR: Deja vu all over again - continues to sharply outperform market indices on very strong volume.
$CADL with great data. I had a very small position earlier this year, sold it off because it was so hard to accumulate shares given such low volume. Curbing my impatience as an investor is still my biggest task. Have improved a lot but as $CADL shows - still room for growth!
$ESPR - not to jinx them, but we're seeing more of the same today - i.e., stock price surging much more strongly than market indices, and doing so on strong volume. Still a great value using most any valuation method.
$ESPR - not to jinx them, but we're seeing more of the same today - i.e., stock price surging much more strongly than market indices, and doing so on strong volume. Still a great value using most any valuation method.
$ESPR - gotta love strong green moves on big red biotech days. Love the momentum heading into big American College of Cardiology conference this week - they ought to make a huge splash there. Stock still quite cheap based on EV/projected revenue.
Re-bought $SGMT at $5.04. It's just too cheap to ignore, w a Ph3 in NASH to beg 2H24 (w excl Ph2b data), trading now below cash, w enough cash to get through most of Ph3. Add'l pipeline. Looking forward to add'l Ph2b data at major conference in June.
Bought $ETON past few trading days. 12 consectv Qs of sequential growth - which should con't for next few years at least - and profitable in 2024. Superb EV/revenue ratio, clean balance sheet. Niche player in ultra-rare orphan disease w 5 prod on market, aiming for 10 by YE25.
$NARI: Sold entire position at $48.21 earlier today for minor short-term profits. Just like others better, prefer selling into strength. Very solid company, just not that undervalued at these levels IMO.
$NARI: Sold entire position at $48.21 earlier today for minor short-term profits. Just like others better, prefer selling into strength. Very solid company, just not that undervalued at these levels IMO.
$MIRM: Re-bought stock at $24.44 after selling it at $32 last September. I think they have a fighting chance of good Ph2b results in Q2 w either PSC and/or PBC. I like the r/r at these levels. Limited downside given projected profitability in 2025 and onward.
Sold $SGMT @ $5.26 for a 27% gain in a week. Still think it's quite undervalued, just wanted to buy others. May well re-enter stock before June update of Ph2b data.
Sold $SGMT @ $5.26 for a 27% gain in a week. Still think it's quite undervalued, just wanted to buy others. May well re-enter stock before June update of Ph2b data.
$ESPR - just listened to today's CC. While some may obsess about sequential growth rates, it seems inevitable that the 2 drugs achieve blockbuster status in 4-5 years. I think company remains very cheap on any valuation measure one cares to use.
Any bets for how long it takes $AXSM to file NDA for AXS-12 in narcolepsy?
dough @semodough
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Investor Gadget 🕵�.. @ilzizzo
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523 Followers 3K Following Managing Partner at Doye & Chalmel Frères | We invest in Biotech & Tech companies
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69K Followers 365 Following #Biotech, Founder of @BiotechTVHQ, KC native, @univmiami hurricane.🧬🙌
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Adam Feuerstein ✡�.. @adamfeuerstein
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dough @semodough
37K Followers 568 Following BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
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@BiotechAnalysst $XERS Gvoke almost reaching 90% of Baqsimi TRx's! At this rate Gvoke will soon become the leader in this market.
@CryptoProJoe @jayabacus @DeepSouthDoctor u see this?
There are a couple of small biotechs with no binary risk (already approved products) where the market is hyper-focused on near-term revenue, and is unwilling to look much beyond the next quarter projections. In both cases I predict the market is being short-sighted here. $HROW…
$ESPR Nexletol and Nexlizet now enjoy the widest indication over Zetia, Repatha, Praluent and Leqvio. Repatha made over $400 million in Q4 for Amgen. They have treated a little over 2.5 million people since its approval in 2015 ✅ The target population for Nexletol and…
@DeepSouthDoctor Thanks Keith! $MCRB also cutting it close with $6.55 on 17th of april 2023 to $0.64 today $XBI
Citi opened a 90-day upside catalyst watch on $MIRM (Buy/$37)
HCWainwright⬆️ $MIRM $58 was$45/Buy~projects modest '24 US sales of LIVMARLI for PFIC of $10.4M. "However, thereafter, we project significant revenue growth contribution from PFIC, based on substantially higher pricing than for ALGS, despite modest uptake and market penetration."
$XERS (NP) @TrueManzil w/ context on post-Q4 selloff
$CLRB The patents portfolio that Cellectar owns alone is worth the acquisition interest for any BP trying to build presence in radiopharmaceutical space.
So there are 5 different company other than $AZN who might be still interested in radio conjugates! $CLRB $ATNM
$SGMT lot of biotechs struggling with financing and doing desperate raise with ton of warrants. SGMT on the other hand raised lot of money at $12.50 (more than double than current price). Excellent data reported recently Ph2, ready for Phase 3. Hot NASH market , big potential
Re-bought $SGMT at $5.04. It's just too cheap to ignore, w a Ph3 in NASH to beg 2H24 (w excl Ph2b data), trading now below cash, w enough cash to get through most of Ph3. Add'l pipeline. Looking forward to add'l Ph2b data at major conference in June.
$XERS gvoke 75%+ of Baqsimi ... new record ?!
This Monday at 1100 I’ll be passing the baton to the outstanding LTC(S) Nadav Shoshani . Was an honor serving my country . Tnx for listening !!! Won some lost some - but did my best.
@DeepSouthDoctor @semodough Thanks again & appreciate it.
$CLRB while we wait to hear pricing details for 4 cycles of I-131, my take is at least $500k which is reasonable considering the drug is disease modifying regimen and fixed Tx unlike current BTKi which is life long. Cheap MC considering it is just one drug on a PRC platform.
Roth MKM raised PT $CLRB $28 was $20/Buy, pointing to Q4 results + updates indicating that its pivotal Lopofosine I-131 trial delivered strong efficacy/safety in highly refractory Waldenström's macroglobulinemia (WM) pts, handily beating the required success. Roth adds,: $bmy
$CLRB
$CLRB PT raised to $12 by Oppenheimer @Realdumbstunt @SudhanvaRaj @Pharmdca
$CHRS has updated its Udenyca HCP page with some cool comparisons of ONBODY over Onpro udenyca.com/hcp/
It’s weird P D S B retail have such animus towards journalists and not much towards C-suite. If you feel the drug is active (not saying no) then the cash situation, expectation management, and institutional shareholder engagement is malpractice. Cult vibes drive away new buyers.
You're nearly there, $PDSB retail cult
$PDSB (NP) Got a lot of flak for stating my skepticism on partnership & potential for "bait & switch" Company now scrapping VERSATILE-003 & moving ADC into pivotal trial If they start by year end, perhaps you get some data in 2027+ timeframe (if lucky, they are known for…
$PDSB (NP) Argument for adding to next ADC basket update: -ADC candidate targets IL-12, in P2 study for HPV+ cancers that are resistant to checkpoint inhibitors -75% ORR for triplet (with 0101 + ICI) & 3x survival benefit at 3 years vs SoC (caveat for low N) -NIH running…
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