BioCompounding @BioCompounding

Equity Analyst. We publish one deep dive on a life sciences company every month | Subscribe: https://t.co/kcEQnmHDDA biocompounding.com Joined April 2022

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BioCompounding @BioCompounding

a month ago

After a tough 2 quarters, $WST is back. Announced decent earnings and revised guidance upwards! Congrats if you bought.

BioCompounding @BioCompounding

9 months ago

After a tough 2 quarters, $WST is back. Announced decent earnings and revised guidance upwards! Congrats if you bought.

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BioCompounding @BioCompounding

8 months ago

Our latest deep dive is out. This month we wrote about $ALGN. Be sure to check it out! Past posts include: $TMO $DHR $SRPT $CSRSP $VRTX $NVO $ASND $HALO $ISRG $REGN $ALNY $WST biocompounding.com/align-technolo…

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BioCompounding @BioCompounding

9 months ago

Our latest deep dive it out. This month we wrote about $WST. Be sure to check it out! Past posts include: $TMO $DHR $SRPT $CRSP $VRTX $NVO $ASND $HALO $ISRG $REGN $ALNY. biocompounding.com/west-pharmaceu…

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BioCompounding @BioCompounding

10 months ago

Externally developed drugs make up the majority of approved drugs for top 20 pharma’s. Clear indication that buying smaller listed entities with drugs that show clear MOA and sensible science are likely to generate good returns for investors.

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BioCompounding @BioCompounding

11 months ago

Our latest article on ADC's is out. We cover the basics of ADC's and analysis some of the industry active in this article. Its free for all, if you like it, be sure to hit subscribe to get the next article directly in your email. biocompounding.com/an-overview-of…

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BioCompounding @BioCompounding

a year ago

It is just me or are the number of CART cell therapies in a downtrend? Why does it feel to me like CART therapy is now in the rear view mirror for most pharma’s. Seems like T Cell engagers will be the preferred modality moving forward. What do you think? Happy to hear views.

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BioCompounding @BioCompounding

a year ago

Anyone have insights into nemolizumab vs Dupixent? My basic research seems to indicate it’s two different pathways but I can’t find any comparison studies. Appreciate any insights.

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BullishDoctor @NeuroStockDoc

a year ago

Thesis from 2021 remains intact, if not stronger. LITT is playing out better than I expected. $CLPT

BullishDoctor @NeuroStockDoc

4 years ago

Thesis from 2021 remains intact, if not stronger. LITT is playing out better than I expected. $CLPT

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Paras Sharma @paras_biotech

a year ago

Obesity Comp - in a single graph (from 340 pgs long Obesity report by Stifel)

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BioCompounding @BioCompounding

a year ago

We wrote a deep dive on $SRPT back in Oct 2022, citing a fair value for the biotech at $101. If our readers or investors bought the stock in the past 1.5 years, multiple opportunities to purchase, they would be up 60% as on Friday. Happy weekend! biocompounding.com/sarepta-therap…

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BioCompounding @BioCompounding

a year ago

$SRPT gets approval for its gene therapy for DMD. Wonderful news for the company. investorrelations.sarepta.com/news-releases/…

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BioCompounding @BioCompounding

a year ago

Labour, editing (transduction) and cell expansion, top 3 costs.

Paras Sharma @paras_biotech

a year ago

Labour, editing (transduction) and cell expansion, top 3 costs.

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BioCompounding @BioCompounding

a year ago

Was reading an article which stated that lipid regulators are an area of high growth in the coming few years? Which companies are working on products in this field?

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BioCompounding @BioCompounding

a year ago

Our latest post is out! In this post we give provide an overview of the nucleic acid therapy market. Its a great primer for anyone interested in the domain. biocompounding.com/from-blueprint…

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BioCompounding @BioCompounding

a year ago

If someone wanted to invest in pharma, but didn’t want to take the risk associated with drug development. What are some companies to consider? I will start $WST.