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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$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…
$SRPT Very sad news today of a second patient death on ELEVYDIS. Gene therapies hold tremendous promise, but safety must be paramount. It's becoming increasingly clear that low viral doses, less immunogenicity, and local delivery of therapies (when possible) are key factors for…
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