Biotech iQ @_Biotech_iQ
20+ year biotech investor, tech entrepreneur, and founder @ Biotech iQ. I focus on identifying derisked, high-alpha biotech/medtech investing ideas. biotechiq.net Joined April 2024-
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$ENVX Added to Enovix this morning under $8. The $300M convertible debt offering looks fine to me, so I was happy to get another opportunity to add.
$SCPH BiQ was launched in Q1 2024. Here's our realized gains/losses since inception, including today's exit from SCPH. I decided not to wait for the CVRs, so SCPH was a 2.2x bagger instead of a 2.5x bagger, but I'd rather not wait around for the extra few cents.
$SCPH So, management sells for a low-ball valuation right on the cusp of full launch of FUROSCIX in CKD, and before launch of the auto-injector? 🤔 I love a buyout as much as the next bio-investor, but this is...disappointing. Still a 2.5x win for BiQ, but this one was just…
$PGEN Papzimeos approved! Congratulations to all longs (and my fellow BiQ members) who held on through the volatility. The data was very approvable, so glad the FDA came through. From the FDA press release: “Randomized trials are not always needed to approve medical products…
$CTMX As most of us know, this is the paragraph in the PR that tanked the stock price: "A single Grade 5 treatment-related acute kidney injury occured in a patient with a complex medical history including having a solitary kidney. The Grade 5 event was believed to be secondary…
$JOBY, which is one of the non-biotech holdings I follow at BiQ, posted what I consider to be very positive news today about a new defense collaboration with L3Harris. I remain long (c/b ~$4.00). ir.jobyaviation.com/news-events/pr…
$ALLO Very sad news today of a patient death in the FC + ALLO-647 arm of the ALPHA3 trial. The death was attributed to hepatic failure caused by an adenovirus related infection in an immunosuppressed environment. The death was not attributed to Cema-Cel, and the trial will…
Great day for the biotech portfolio today. 2 BiQAP names up over 10% ( $IOVA up by 26% ), 6 other BiQAP names up by over 5%, and 6 names in the speculative portfolio up 10% or more. It's been a great couple of weeks, but I sure wouldn't mind a few more days like today...
$IOVA Congratulations to my fellow BiQ members who held on despite the overwhelming negative sentiment. Key challenges still remain, but I continue to believe in the potential for Amtagvi. Cash remains an issue, and management still needs to drive broader adoption. We're not out…
Biotech iQ Portfolio Update There are currently 23 names in the BiQ Active Portfolio (BiQAP), of which 18 are green and 5 are red, but where I continue to have confidence. Overall, I'm very happy with the composition of the portfolio and am being very selective about adding new…
Quick chart I put together of why I think EOSE's Zinc battery technology sits at the sweet spot for grid-scale energy storage.
Quick chart I put together of why I think EOSE's Zinc battery technology sits at the sweet spot for grid-scale energy storage. https://t.co/kuJgHlHlQX
$TERN has been bouncing back nicely off lows at ~$2. I have a decent-sized position, but in retrospect, I probably should have added more exposure at those levels, but I was carefully conserving cash at the time. Q4 will be important for the company with the upcoming data for…
$EOSE isn't a biotech, but it's a company I like a lot. I still think Eos is being lumped in with clean energy plays, which is a mistake IMO. Eos helps clean energy, but its real value is in its ability to increase energy efficiency and stability at the grid and data center…
I'm very happy with the current composition of the Biotech iQ Active Portfolio. Currently tracking 23 companies in the BiQAP (and many more on the Watch List awaiting further derisking). Out of the 23 active companies, there are currently 17 commercial and 6 clinical…
Awais Ur rehman @AwaisUr12368930
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Sir_Winston_the_Regal... @WINSTON_is_KING
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호르몬 아키텍�... @BioArchitectX
43 Followers 516 Following 「호모 데우스」에서 인간의 생물학적 알고리즘임을 확신했다. 호르몬은 입력, 나는 출력장치다. 지금의 신체·호르몬 실험은 화학적 초인간을 향한 첫발이며, 그 가능성을 기록한다.
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BiovantaTech @Biovantatech
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12 Followers 339 Following 愛する人と、運命の時に出会えますように。そして、運命の人とも出会えますように。お会いできるのを楽しみにしています！
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Zrunoo @Zrunoo280516
7 Followers 331 Following 愛する人と、運命の時に出会えますように。そして、運命の人とも出会えますように。お会いできるのを楽しみにしています！
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mk34587 @mk34587
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TruthIsLearnedNeverTo... @cornel6m
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maye @Mmaye656
86 Followers 2K Following Bestselling International Author of A Woman Makes A Plan 📖 Doctor of Dietetics 👩🎓 Supermodel💃💃 Manager: [email protected]
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268 Followers 2K Following I'm BigJimDotCom, Liquidity Hunter Extraordinaire
AI PRESIDENT @KVincih
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120 Followers 450 Following CEO of OTLEN | Driving AI-powered transformation in healthcare revenue operations | Sharing insights on RevOps, RCM, and biotech AI.
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Maria A. @MariaA43004
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Wei Zhao @zhaoweiasu
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David R. Liu @davidrliu
74K Followers 64 Following Professor at Harvard, Broad Institute, & HHMI. Our lab integrates chemistry & evolution to illuminate biology & enable new therapeutics. IG/Threads: @davidrliu1
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Vinay Prasad MD MPH @VPrasadMDMPH
312K Followers 4K Following These posts were issued before my FDA employment and do not necessarily represent the views of the FDA or the United States. The account is now inactive.
AbeonaBio @AbeonaBio
2K Followers 406 Following Abeona Therapeutics (Nasdaq: ABEO) is a fully-integrated cell and gene therapy company at the forefront of the rapidly-advancing field of genetic medicine.
Jeff Huber 🇺🇸 @jhuber
41K Followers 21K Following Co-founder @TriatomicCap ㅣFounding CEO @GRAILbioㅣearlier: @Google Ads, Apps, Maps & ⟦x⟧ㅣf*ckcancerㅣPer aspera ad astra.
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Sheep of Wall Street @Biohazard3737
53K Followers 3K Following Investor. Very food motivated. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
NSCEB @biotech_gov
491 Followers 10 Following Advising the U.S. Government on policy at the intersection of biotechnology + national security.
Scott Gottlieb, MD �... @ScottGottliebMD
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Dr. S @drsprs
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ResearchPulse @ResearchPulse1
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FDA Medical Devices @FDADeviceInfo
98K Followers 404 Following Official FDA - device recalls, safety, approvals, radiation-emitting products. Contact us [email protected] or 800-638-2041 https://t.co/hfXZUjyrJx
FDA Drug Information @FDA_Drug_Info
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U.S. FDA @US_FDA
578K Followers 101 Following Our posts are FDA Approved! Privacy Policy - https://t.co/LbTJXYRXVP FDA Authentic Accounts - https://t.co/w2LNbzG7M0
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