STL Biotech @STL_Biotech
PharmD, EM/CritCare, RCT purist, Biotech analysis & investing instagram.com/jr.lapinski St Louis, MO Joined November 2017-
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These stories about elected officials trading on privileged information is a great reminder how hard it is to predict markets. $GILD and $PFE incinerated their covid cash and the stocks are lower post-covid $META got killed on earnings the day after the tik tok ban lmao
$DAWN oncology drug approved and selling off. Will slowly accumulate shares Recall $MYOV big sell off down to $8 from mid to high teens even after two fda approved drugs. Bought good chunk of dips Months later it got acquired for $27 $IMGN sold off multiple times after FDA…
Today you can buy $BCYC at about the same prices Baker brought their stake up to 20% at. You can buy $KURA within a dollar of their PIPE price.
$BCYC 13D Baker Bros 19.9% sec.gov/Archives/edgar…
$PRTA and $RHHBY really posthoc-ed PASEDENA to hell and back. PADOVA est primary completion Sept '24 classic.clinicaltrials.gov/ct2/show/NCT04…
$PRTA and $RHHBY really posthoc-ed PASEDENA to hell and back. PADOVA est primary completion Sept '24 classic.clinicaltrials.gov/ct2/show/NCT04…
Shout out to @BiopharmIQ Besides the useful upcoming catalyst charts/posts, I use this quick HF screen almost every day.
Med-tech case study from 2019 and 2020 IPO class. $SWAV vs. $NARI Popped up on my radar in 2020. Shockwave - saw in the cath lab in 2020 when looking for a breast drain connector. Surprising since my HC system slow to adopt new tech. Inari - my IR bud called me to rave about it.
$XBI Hot biotech market probably not ideal for $ROIV when they need to be out there shopping for assets.
First $ERAS Erasca with no specialist funds named and poor price action, and now $LPTX Leap trying to come back from the dead, woth Gilead involved if all companies, seems like PIPE quality and signal have really fallen off.
$rvmd Incredible updated data from rmc-6236. - cCR in KRAS G12D PDAC updated from ESMO - cPR in KRAS Q61H PDAC - CR in NRAS Q61K melanoma post ipi+nivo and opdualag - cPR in BRAF V600 CRC with acquired RAS mutations post encorafenib+cetuximab revmed.com/wp-content/upl…
Pharmdca @Pharmdca
90K Followers 141 Following USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of where Iam investing money and not a recommendation. Please do your due diligence.Adam Feuerstein ✡�.. @adamfeuerstein
114K Followers 750 Following Reporter @statnews. The Harry Kane of biotech. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously.Jacob Plieth @JacobPlieth
26K Followers 285 Following Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.Dirk Haussecker @RNAiAnalyst
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4K Followers 359 Following Tweets are only opinion, speculation, and/or satire. Not investment advice or endorsement.Professor Oak @Prof_Oak_
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3K Followers 68 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.Ali Mortazavi @AAMortazavi
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397 Followers 420 Following Investor in biotech since 1990 - co-founder/seed ACAD, GHRS, GENMAB, ZEAL, MLTX, BMRN, FWPTC-NuNirvana @tchandan11
53 Followers 502 Followingrama krishnam raju b @rkrajubh
36 Followers 681 FollowingJunwon Park @JunwonPark0831
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4 Followers 100 FollowingNick G @NikoG1211
92 Followers 610 Following Passionate about music, overanalyzing Chicago sports, and bringing new cancer diagnostics and treatments to patientsBrad Loncar @bradloncar
69K Followers 365 Following #Biotech, Founder of @BiotechTVHQ, KC native, @univmiami hurricane.🧬🙌Pharmdca @Pharmdca
90K Followers 141 Following USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of where Iam investing money and not a recommendation. Please do your due diligence.Adam Feuerstein ✡�.. @adamfeuerstein
114K Followers 750 Following Reporter @statnews. The Harry Kane of biotech. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously.Bertrand Delsuc @BertrandBio
16K Followers 253 Following Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & a bit of Bio :)Jacob Plieth @JacobPlieth
26K Followers 285 Following Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.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 meDirk Haussecker @RNAiAnalyst
18K Followers 508 Following There are no alternative truths. Please do not allow evil to spread and destroy our freedom of life. Not investment adviceSports_Bios @Sports_bios
11K Followers 89 FollowingBio Stocks™ @BioStocks
65K Followers 84 Following Investor/trader focused primarily in the biopharma sector. Tweets are not investment advice and are not recommendations of any kind.Persimmon Tree Invest.. @PersimmonTI
8K Followers 182 Following “The fault, dear Brutus, lies not within the stars, but in ourselves, that we are underlings.”Jonathan Faison @jfais20
8K Followers 274 Following Founder of 500+ member ROTY Biotech Community. Focus on accelerating clinical & commercial momentum. Learning from my highs and lows, add value where I canavidresearch @avidresearch
10K Followers 1K FollowingDan Rosenblum @sharkbiotech
23K Followers 1K Following Trading with the sharks at sharkinvesting since 1999 . Writing about biotech since 2006.Biotech Jim @JamesEKrause
11K Followers 548 Following phd biochem, not ichthyol; prof neurobiol, biotech entrepreneur, neurogeek, inventor, environmentalist focused on sustainability, also ERoEI. #neurosteroidsDrugs @drug_smolecules
7K Followers 565 Following ☣Femtomolar potency poems and limericks ☣Oceanic Boundlessness (p=0.0001)Matthew Gamber @MattBiotech
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8K Followers 651 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODDDeus Ex Moniker @deusexmoniker
8K Followers 3K Following it took me half a lifetime to learn that the only thing you can control is the posture of your heart before the ax fallsAddict @Biopharmaddict
2K Followers 715 FollowingPete @drpetetobin
828 Followers 655 FollowingTalha Badar @TalhaBadarMD
3K Followers 1K Following Faculty @MayoCancerCare Alumni @MDAndersonNews. Special interest in TP53m Myeloid Neoplasm and DDX41m Germline Predisposition Syndrome.Jonathan Wexler @WexCapital
784 Followers 446 Following Biotech nerd. Former Investment Banker. All views expressed are personal and not a reflection of my firm. Do your own Due Diligence. Not financial advice.Biotechack22 @biotechack22
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108 Followers 170 Following Biotech Investor. I like to follow smart $ and Institutional money. Biotech for 23 yrs. I like intellectual property moats. Opinions are not advice.Yonah Lieberman 🔥 @YonahLieberman
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1K Followers 27 FollowingBrice Foose @PharmDFoose
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3K Followers 499 Following Subscribe to my Substack & Podcast. Combat sports, Cardinals, St. Louis, books, travel, and politics. Sunni Muslim. Like B-Hop said Allahu AkbarDavid S. Hong MD @DavidHongMD
3K Followers 933 Following MD Anderson Cancer Center medical oncologist, Deputy Chair of Dept. Investigational Cancer Therapeutics. Phase I clinical trials.Tweets are mine.Andrea Nei @Dre_pharmd
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26K Followers 1K Following Passionately Egalitarian. Professor, University of Maryland; Director, Critical Issues Poll; NR Senior Fellow, Brookings. Views are my Own. RT≠EndorsementPlain Yogurt @plainyogurt21
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1K Followers 690 Following #pharmacist with a passion for developing new #medicines to improve patients’ #health. Husband, dad, smallholder, beekeeper, self-builder, eco-worrier.Piers Morgan @piersmorgan
8.7M Followers 2K Following Live every day as if it’s your last.. because one day you’ll be right.Christopher Sweeney, .. @ChrisSweens1
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2K Followers 152 Following not investment advice. opinions expressed do not reflect my employerJia (Jenny) Liu @JiaJennyLiu
932 Followers 729 Following Early Phase Trials Medical oncologist + Translational Researcher @kinghorncancer and @CMRI Clinical Lecturer @Sydney_Uni.Alex Spira, M.D. @AlexSpiraMDPhD
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4K Followers 83 Following Your only source for JOINT-ACCREDITED SoMe-delivered, serialized professional cardiometabolic education. Physicians, nurses, pharmacists--come one, come all!Dr. Bowser, MD, FACS .. @Dr_Bowser
6K Followers 3K Following never tell me the odds. momma, Board Certified Vascular Surgeon, Co-Director CCHS Center for Aortic Health. Follow me on IG. kindness is free. Here to learn.Erec Smith Likes Rhet.. @Rhetors_of_York
15K Followers 1K Following Associate Professor of Rhetoric, Co-Founder and Co-editor for @FreeBlckThought. Research Scholar for @CatoInstitute.Jake Weber @BioStockAnalyst
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555 Followers 407 Following Ph.D Chemist. Views are my own. All Tweets are not endorsements or recommendationsJustaname2u @justaname2u
841 Followers 242 Following Pharmacology | Oncology Resistance mechanisms | Novel targets | Innovative treatment strategies Probably reading literature. Only opinion, not advice.Kirsten E. Smith PhD @kirstenelins
1K Followers 2K Following Asst. Professor @hopkinsmedicine BPRU (NIDA IRP alum). I study #kratom, opioids & addiction. Tennessean. Absurdist. Hard Determinist. Ribald. Recovered Addict.3 @lethophile
124 Followers 326 FollowingJordi Xiol @jordixiol
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343 Followers 440 Following Lapsed Liverpudlian & former Neuroscientist. Rare disease and Neurology expertise plus CDMO insight. Interested in the intangibles of R&D success.Neeraj Agarwal, MD, F.. @neerajaiims
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373 Followers 1K Following Clinical trials • Biomarkers • HD • Clinical research fellow @UCLHD • PhD student @UCLIoN • MSc(Epi) student @LSHTM • @CochraneMDG • Former @medicina_lisboaAlex Telford @Atelfo
4K Followers 307 Following Tweets about the biotech industry, science, progress, and innovation | building better software for biopharma @Convokebio, ex-LS consultantScott Kopetz @skopetz
4K Followers 218 Following Colorectal cancer physician scientist, NCI Colon Task Force Chair, Professor, and Deputy Chair at The University of Texas, MD Anderson Cancer Center.BioTechSnack @SnackBioTech
1K Followers 369 Following B.S. Molecular Biology; Bench Scientist, 10+ years in Clinical Research. Accredited investor until I lose too much in biotech.I am watching a toddler die on a table in a field hospital in Rafah with half her face blown apart while listening to college students fight tears reporting on a police assault on their campus for protesting that, and I feel like I am losing my fucking mind.
@NAChristakis We must maintain "viewpoint neutrality" at all costs, even if it means allowing hateful and harmful speech to go unchallenged.
@JoeMaristela But that *is* the essence of free speech. It doesn’t exist to protect popular speech.
@AppleHelix Non-natural amino acids are an underrated technology. Present in semaglutide and tirzepatide, also key for Ambrx's ADCs...
@jq1234t @STL_Biotech $INCY can't do I&I with tafa due to $MOR license with $XNCR - MGD011 btw isn't a TCE.
Jewish Columbia professor: “I don't think that people think that Israel is a unique example of evil in the world….[but] it couldn’t do what it’s doing without the support of the United States. So students in the U.S. think: ‘We have a responsibility.’”
PROTESTING FOREIGN WAR IS NOT PERMITTED
It's going off at VCU in Richmond, Virginia. Students have stormed and taken the Cabell Library Building.
Americans are forced to communicate in code using watermelon emojis to discuss a foreign war, else fear getting censored/ digitally exiled. Consider that for a moment.
There’s a bipartisan effort in Congress to equate criticism of the secular state of Israel to violence toward Jewish people in America. The latter is illegal and the former is protected speech, but if a false equivalency is established, it will be forbidden to criticize Israel.
@PTarantinoMD For maytansinoids (and for any other payload or small molecule), in vitro potency depends on the structure/property of the molecule
🚨🚨A new narrative review falsely claiming to be a systematic review has just been published in @AmJSurgery. The researchers state up front that we know that the increase in trans ID in recent years is only because of greater social acceptance and availability of GAC.…
🧬 Bio Twitter Weekly Recap 🧬 📣 Interesting posts/ppl to check out! 👇 @Pharmdca $XFOR no news selloff before FDA decision x.com/pharmdca/statu… @OMillionaires $VKTX ramping into the weekend… x.com/omillionaires/… @TomSilver39 Top picks for 2024 $ARGX, $MRUS, $RARE…
$VKTX ramping into the weekend ... One can hope right? Stocks Gods: Give me some M&A this weekend, thank you!
@pottslab Link doesn't seem to work, would love to check out!
PSMA-Guided PROTAC Degraders for Tumor-Specific Protein Degradation in Prostate Cancer biorxiv.org/content/10.110…
Congrats to Joe Biden & Democrats — your relentless support for Israel killing 34,000 people has resulted in a historic anti-war movement (led by the young people who are supposedly your base) & the arrest of protestors and journalists which you warn will happen under Trump
A photographer for FOX 7 in Austin was arrested during the protests at University of Texas Austin:
TNG462/TNG908: Selective Targeting of the PRMT5:MTA Complex for MTAP-deleted Cancers | drughunters.com/3y0cAJa TNG462/TNG908, developed by Tango Tx, are potential best-in-class, oral, PRMT5:MTA inhibitors in Ph. I/II trials for MTAP-deleted solid tumors and glioblastoma.
$DAWN oncology drug approved and selling off. Will slowly accumulate shares Recall $MYOV big sell off down to $8 from mid to high teens even after two fda approved drugs. Bought good chunk of dips Months later it got acquired for $27 $IMGN sold off multiple times after FDA…
Can elliot push $AZN to buy $BMRN ? worked out really well for all parties in $ALXN so why not take 2?