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re: Biotech Long Play: ABVX
Posted on 9/28/26 at 7:01 pm to bayoubengals88
Posted on 9/28/26 at 7:01 pm to bayoubengals88
quote:is a concept not a company and certainly not a public company. It’s a very interesting concept but it may as well be a gofundme or a kickstarter at this point
What Nautilus actually is
Posted on 9/29/26 at 6:20 am to bayoubengals88
IVVD positive, but not unblinded. So no real pump
QURE demolished. Not stat sig.
Welcome to biotech
QURE demolished. Not stat sig.
Welcome to biotech
Posted on 9/29/26 at 7:01 am to TheOcean
Sold IVVD to buy puts on KOD
Posted on 9/29/26 at 7:46 am to TheOcean
I go wayyy back with bio.
For 7+ years I picked the wrong horse.
Out of MIRM, VKTX, TGTX…I chose AUPH.
And AKBA…
For 7+ years I picked the wrong horse.
Out of MIRM, VKTX, TGTX…I chose AUPH.
And AKBA…
This post was edited on 9/29/26 at 7:47 am
Posted on 9/29/26 at 8:18 am to bayoubengals88
Thanks for AUPH, I did very well swing trading it.
Posted on 9/29/26 at 8:30 am to jerryc436
quote:The opportunity was there. I finally learned how to make some money on CCs, but I just couldn't get a $45 buyout out of my mind.
Thanks for AUPH, I did very well swing trading it.
Peter Greenleaf is a bitch.
Posted on 9/29/26 at 9:37 am to bayoubengals88
TGTX is an awesome stock
VKTX data was ehhhh. Not bad, not great.
VKTX data was ehhhh. Not bad, not great.
Posted on 9/30/26 at 9:24 am to bayoubengals88
CNTB had solid data. Faded hard. I bought some for a long
Posted on 9/30/26 at 11:07 am to TheOcean
KOD is pissing me off.
Posted on 9/30/26 at 11:12 am to bayoubengals88
bought MLTX when it bombed to 7 and wish I had sold at 20. Just sold bc I wanted to use the money elsewhere.
Posted on 10/4/26 at 6:19 pm to bayoubengals88
quote:
The reason no deal has happened yet: every potential acquirer — AbbVie, Pfizer, BMS, Sanofi — is waiting for the Crohn's disease Phase 2b data due Q4 2026.
I may be confused as to the whether the disclosure of the Crohn's Phase 2b data is due in Q4 2026 or mid-2027. However, unless there's been a more recent update of the expected disclosure date, in the SEC 6-K filed on September 21, 2026, on page 8, the following is stated: "Crohn’s disease ("CD"): Our ENHANCE-CD Phase 2b clinical trial of obefazimod in patients with CD is still ongoing, and the 12-week induction topline data read-out is expected in mid-2027." LINK
This post was edited on 10/4/26 at 6:59 pm
Posted on 10/5/26 at 7:53 pm to Longer Tail Tiger
Failed to breach $100 so I got out with a few percent gains.
Jumped into some BLLN.
Jumped into some BLLN.
Posted on 10/6/26 at 8:10 am to bayoubengals88
quote:BB
What Nautilus actually is A proteomics platform company.
If you are still in or thinking about NAUT you need to follow Antonio Linares on twitter and subscribe to his newsletter (free). He just issued a very deep analysis on NAUT. I can email it to you if you want. You’re gonna want to read it
Posted on 10/6/26 at 8:03 pm to cgrand
Yup. I’m familiar with him being a NAUT bull, but didn’t know about his recent thesis.
I recently traded that one for about 45% but left a lot of meat on the bone.
Like the dip today. Just limited on funds!!
I recently traded that one for about 45% but left a lot of meat on the bone.
Like the dip today. Just limited on funds!!
Posted on 10/13/26 at 7:50 pm to TheOcean
Posted on 10/13/26 at 9:44 pm to bayoubengals88
quote:Wow. 24M shares traded hands today. Pretty big pop before settling up just 5%.
$ZURA
More room to go up?
Posted on 10/26/26 at 9:21 am to bayoubengals88
NAUT down 25% this morning, earnings upcoming
Posted on 10/27/26 at 10:18 am to TDFreak
quote:I loaded up yesterday and this morning in the 3.40s post earnings.
Wow. 24M shares traded hands today. Pretty big pop before settling up just 5%.
Up to 3.90 now. Adam May really likes it and TheOcean likes Adam May, so I'm in!
This post was edited on 10/27/26 at 10:19 am
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