DeepValue @ValueDig

#Biotech #NGS #Multiomics #Proteomics Long: $TXG $ARWR $SLGL $RPID $TWST $NAUT $BIO $TECH $BRKR $LAB $CYTK $SOPH $WVE $GRAL $ILMN US Joined April 2012

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DeepValue @ValueDig

3 days ago

💇‍♂️ $MTLX Uh-oh! Reports “encouraging” P3. On the biotech haircut scale, “encouraging” sits just above “yikes” and just below “positive”. But don’t worry—there’s also the “potential for promising profile” . Translation: Please remain seated while the barber sharpens the clippers.

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DeepValue @ValueDig

6 days ago

$NAUT Up 14% today on good volume. Seems like it will continue to gain traction and hopefully gain nasdaq price compliance. Personally, I would have not minded reverse split to gain compliance as that would also bring institutions that do not dabble in penny stocks.

DeepValue @ValueDig

3 weeks ago

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DeepValue @ValueDig

a week ago

$ntla was about $11.2 when I posted this to 17 now. Still a long way to go. Anyone here following this long enough to remember the jump from mid 20s to almost $150 in few months in 2020-21? We may see similar moved and hopefully avoid the crash from 2021. 🚀🤞

DeepValue @ValueDig

a month ago

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DeepValue @ValueDig

4 weeks ago

Feature request the comet browser @perplexity_ai @PerplexityComet @AravSrinivas Ability to listen to webcasts (ex: JPM Investor conference) and provide the transcript, summary etc.

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DeepValue @ValueDig

a month ago

$NTLA has a good risk/reward setup. Either a 10x rocket 🚀 or a ~70% drawdown if safety signals disappoint. What most miss: plenty of patients would gladly take a one-time cure vs. living with the constant threat of job loss + lapsed insurance. Labor mkt 📉 will be a driver.

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partimefriend @Partimefriend

a month ago

$Arwr Zero,Nil,Nata, Zilch AP in patients after 6 Months of treatment on Plozasiran ir.arrowheadpharma.com/static-files/8…

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BikeRieder🇨🇭 @BikeRieder

a month ago

$ARWR New PlozaSiran OL data looks great ! CEO: One drug within a pipeline, one in a lifetime opportunity! Take this drug and you will feel much better. We're more than ready for Approval in November25 for FCS, next 2026 for sHTG. ir.arrowheadpharma.com/static-files/8…

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DeepValue @ValueDig

a month ago

$RPID

Rapid MicroBio @rapidmicrobio

a month ago

$RPID

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DeepValue @ValueDig

a month ago

$SLGL This is what can happen to a micro cap with 60% ownership by insiders. $SLGL was $5.5 (in post split price at the time of the post). While they are trying to re-study a drug on post-hoc, it has a decent chance. another 10x or zero!

DeepValue @ValueDig

a year ago

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DeepValue @ValueDig

2 months ago

$BRKR Now at $32 (est sales 3.5B, Mcap 5B). Been falling since earnings, but initially rose to $40. Looks like a pretty decent value. A part of their biz supports semiconductor manufacturing. Anyone got more insights on the recent dip?

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DeepValue @ValueDig

2 months ago

$WGS Wow! What turnaround. Well beyond what I'd expected. Almost $400M in annual revenue and no signs of slowing down. The data itself will have a lot of value. These might still be just getting started on a similar track $PSNL $GRAL $SOPH

DeepValue @ValueDig

2 years ago

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DeepValue @ValueDig

2 months ago

$arwr $14.5 they already teceived 500m. 350 was just equity investment. Best case is $srpt cannot meet its future obligations and the deal is cancelled. $arwr is open to go for other deals or go alone. Worst case this causes a liquidity overhang if $srpt needs to sell $arwr

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DeepValue @ValueDig

3 months ago

🚀 $NVDA jumps 4% ➡️ $SPY moves +0.29% One company swinging the entire market. $NVDA is becoming the market. So, top 1% (5 companies) of S&P 500 account for 27% of the total S&P 500 market cap. 🤯

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DeepValue @ValueDig

3 months ago

$rpid

Rapid MicroBio @rapidmicrobio

3 months ago

$rpid

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DeepValue @ValueDig

3 months ago

$PSNL

Personalis, Inc. @PersonalisInc

3 months ago

$PSNL

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DeepValue @ValueDig

3 months ago

@BillDri96053499 @SECGov $LAB Mcap 430M Possibly some master plan Casdin is trying to play out. With 260M cash last Q and another 350M+ by selling Somalogic, they will be back at about 600M cash + Significantly reduced burn as $SLGC is spun out. What will they buy next? Buybacks or something else? $NAUT