Gridiron Equities @GridironEq
Family office with a passion for biotechnology, drug development and medical technology. Tweets are opinions, not recommendations. #CantClickTheMouseForYou Manhattan, NY Joined April 2018-
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$LNTH Revised 2024 Guidance:
“Net product sales of $LNTH PYLARIFY were $258.9 million, an increase of 32.4% over $195.5 million in the prior year period. Growth was driven by increasing utilization of PSMA PET with PYLARIFY at existing customers and expansion of the PSMA PET imaging market”.
Another big raise. $105 to $125 for $TMDX
$TMDX huge raise from $100 to $130
$TMDX was obviously going to do $95m+ (actually did $97m)
$TMDX was obviously going to do $95m+ (actually did $97m)
$TMDX - Home run Revenue Expected: $83.77M Actual: $96.9M Guidance Previous: Range of $360 million to $370 New: Range of $390 million to $400 million
Fascinating session on novel biological conduits @trasmussen_md @MayoClinicCVS @AATSHQ #AATS2024 Room 418a #Innovations
$TMDX front and center story in The NY Times.
$TMDX is there a bigger moat?
A New York Times positive article on machine perfusion technology and its value to the organ transplant field, having an effect on $TMDX share price. TransMedics is a visionary company in Medtech.
$TMDX: Piper Sandler initiates coverage with a $95 PT. Analyst believes company is “changing the organ transplant market.” “Company is building a sizable moat around its business.”
Bullish research for $TMDX Extended criteria donor (ECD) hearts available with donation after brain death (DBD) are underutilized for transplantation due to limitations of cold storage. $TMDX can solve this issue with high survival rate.
$HUMA - BLA date set for August 10th. Stellar data with priority review in conjunction with Department of Defense + an RMAT destination.
The failure rate of A-V fistula in hemodialysis is 40%. The bar is set low for $HUMA HAV to beat that. This indication is massive and data is likely due in May/June.
The failure rate of A-V fistula in hemodialysis is 40%. The bar is set low for $HUMA HAV to beat that. This indication is massive and data is likely due in May/June.
Despite the financial incompetence of the $HUMA management, the Hemodialysis indication has real clinical relevance. Fact: 40% of SOC fistulas for dialysis access fail! @humacyte @DrLauraNiklason
OCS Lung machine is a “life-changer”. $TMDX
OCS Lung machine is a “life-changer”. $TMDX
$HUMA offering: Biotech investing isn’t for the faint of heart. • Dialysis data due May/June. • Trauma approval in Aug. Having the Trauma indication approved with ++ dialysis & ~ $100 million in the bank will make them an attractive takeout target. That is what will happen.
JPMorgan Chase raises $TMDX price target to $105 from $87 with an overweight rating.
Matthew Gamber @MattBiotech
4K Followers 202 Following New writing out on April 30, 2024. Sign up at link at bio.
Jonathan Faison @jfais20
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avidresearch @avidresearch
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Smeighs @Smeighs137246
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hellothere @123nothingnew
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John Barker @johnbarker44
379 Followers 715 Following $HIMS $CELH $TMDX $APP $NXT $ASPN $RKLB $PSTG $SPIR $SLDP
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Isla 🍌 @Isla_Kayley202
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Leon Raubenheimer @leonraubenheim
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Audrey 🍭 @AudreyS44
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Herbert Spencer @seinkonnen
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Icetiger 33 @tigercatla
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TCB @TCB7777
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SamQuest @SamQuest333
2 Followers 1K Following Biotech I It wasn't brains that brought me here; I assure you that.
DaybreakBreeze @BreezeDayb11599
33 Followers 444 Following
Florian Schönharting @1Schonharting
394 Followers 421 Following Investor in biotech since 1990 - co-founder/seed ACAD, GHRS, GENMAB, ZEAL, MLTX, BMRN, FWP
Kim Seobang Investing @kimsbinvesting
77 Followers 992 Following Writing down my investing journey for self learning purpose. Currently long on $TSLA $LMND $HIMS $SOFI. Any advice, insights, and feedbacks are appreciated.
Srinivas Kaja @SriKaja
33 Followers 211 Following
Luna @TR_LA2
555 Followers 5K Following
Graham Rowe @grahamsrowe
948 Followers 4K Following Solving diabetes one human connection at a time. CEO at Guidepost. [email protected]
Hank @HankthehammerQ
27 Followers 325 Following
Mojo Player @mojo_player
145 Followers 536 Following
Teybit @teybit75532
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carl @physioo
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McBesee @MBesee60808
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Dan the Investah @DanTheInvestah
818 Followers 2K Following Concentrated Investor in Quality & Dividend Growth Stocks. LP investor in select CRE. “In the light you will find the road” (Led Zeppelin not the Bible)
Chandler Shortlidge @bing_tweets
161 Followers 275 Following ex music journalist; former jarhead. ux writer ✍️ “Comparison is the thief of joy.”
Bastien Duclaux @bduclaux
1K Followers 2K Following Entrepreneur. AdTech, Machine learning, AI, eCommerce. ENST 98. Roland Berger, co-Founder & ex CEO of Twenga. Auvergnat living in Brussels. $ARDX, $TMDX, $SGMO
Murta Zango @MurtaZango
9 Followers 87 Following
Suraj Rajwani e/acc @surajluke
2K Followers 5K Following General Partner at @DoubleRock, Jameson lover, Pilot, Skydiver. Investor in brilliant minds
Cawnpore Charlie @SudipChahal
293 Followers 2K Following
Bio Stocks™ @BioStocks
65K Followers 84 Following Investor/trader focused primarily in the biopharma sector. Tweets are not investment advice and are not recommendations of any kind.
Quoth the Raven @QTRResearch
260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6f
avidresearch @avidresearch
10K Followers 1K Following
Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
John Barker @johnbarker44
379 Followers 715 Following $HIMS $CELH $TMDX $APP $NXT $ASPN $RKLB $PSTG $SPIR $SLDP
KCR Cap @KcrCap
452 Followers 106 Following Recovering buysider. Permabull, natural skeptic, opportunistically short. Not investment advice.
John P Erwin III MD M.. @HeartOTXHeartMD
38K Followers 29K Following #Husband #Father #BigPoppy #MayoClinic trained #Cardiologist. ✭ Highly Educated- seeking #Wisdom ✭ “A Cheerful #Heart is Good #Medicine “#Proverbs17:22 ✭🫀🏈
Jeff Bradley @OCSjeff
44 Followers 86 Following Former ECMO Specialist, now OCS Regional Specialist - MI. Transporting organs in the best possible way.
Puckpaul @stancup94
530 Followers 474 Following Long-time L/S Equity HF PM. AI/Machine Learning. Hearing Research. Biotech. Hockey. Laughter. NY Rangers, Mets. Jets. GrahamParker/The Who/78Bruce
Todd E. Rasmussen @trasmussen_md
3K Followers 575 Following Professor of Surgery | Vice Chair of Education | Consultant Vascular Surgeon Mayo Clinic | Colonel (ret) USAF 🇺🇸
Ziad Ali @ziadalinyc
11K Followers 4K Following Director, Cardiovascular Institute @StFrancis_LI @CHS_LI. Clinical Trialist @CRFheart. Son, Brother, Husband, Dad everywhere.
Shernan Holtan MD @sghmd
4K Followers 3K Following hematologist and bleeding-heart optimist 🌄 | clinical/translational #GVHD physician scientist | powerlifter 🏋️♀️ | novice bass player 🎸| personal views
Taha A, MD @Taha_CancerDoc
1K Followers 927 Following Transplantation & Cell Therapy Oncologist @StephensonCC | Asst Professor of Medicine @UofOklahoma I Alumni @MDAndersonnews @VCUMassey | Tweets = my opinions.
Carrie Kitko, MD (she.. @ckitko
728 Followers 530 Following Pediatric Stem Cell Transplant Director at Monroe Carrel Jr. Childrens Hospital. posts reflect my own opinions.
Mark Tepper @MarkTepperSWP
54K Followers 3K Following CEO of @SWPConnect. Fox Business. Fox News. Bestselling Author. NFLPA Financial Advisor. Stock Whisperer. 💯 Insta: @MarkTepperSWP https://t.co/WEIoEPjAJq
Sara Rasmussen @phoenixlaughter
623 Followers 708 Following Pediatric Transplant surgeon. anti-racist in training. striving to make the world better for children with liver and kidney disease. views my own
Duke Heart @DukeHeartCenter
4K Followers 133 Following Duke Heart Center collaborates with hospitals and health care providers across the globe to further the science and standards of cardiovascular care.
TransMedics @Transmedics
1K Followers 659 Following TransMedics’ mission is to enable more patients with end stage organ failure to benefit from the accepted medical standard of care — organ transplantation.
Muath Bishawi @MuathBishawi
977 Followers 1K Following Cardiac Surgery Resident, engineer, aspiring academic surgeon/entrepreneur
CTSNet @ctsnetorg
8K Followers 1K Following The Cardiothoracic Surgery Network's mission is to connect the global cardiothoracic community. #CTSNet
Amy Fiedler, MD @FiedlerAmy
9K Followers 2K Following Cardiac surgeon @UCSFSurgery @MGHSurgery alum, @PLSprogram Class of 2020. 4x IRONMAN, 🏃♀️marathoner, French bulldog enthusiast. Tweets are mine 🏳️🌈
Jacob Niall Schroder @JacobNiall
3K Followers 2K Following Director, Heart Transplantation Program. Co-director CTICU, Duke University Medical Center. #DtC he/him
Julie Doberne MD PhD @JulieDoberne
2K Followers 2K Following Assistant Professor | Cardiac Surgery & Informatics | OHSU Surgical Data & Decision Sciences Lab | Oregon Health & Science University
ben bryner @benbryner
1K Followers 485 Following heart failure & heart transplant surgeon @NM_CTSurg // previously @DukeCTSurgery // residency @UMichSurgery // q1 call for the Hot Take Service
Sarah Casalinova @SCasalinova
146 Followers 196 Following Wake up, work towards improving organ transplantation, repeat. #DtC📍Duke University Medical Center
Jose Carlos Moreno @JCMSamos
1K Followers 727 Following Interventional cardiology, sports, economy,… always learning. All tweets my own
Rohan’s Dad @funnystemcells
359 Followers 2K Following N for Nobody. Drive(n). Ex-NCI/NIH guy. Fascinated by the markets. Read-Digest-Apply-Fail-Rinse-Repeat. Then One Day ... BOOM! zz PS: not financial advice.
Philip @FilupT
309 Followers 821 Following
SALBEN RESEARCH @SalbenResearch
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TraderJill (Leigh) Pr.. @LadyJustice4512
98K Followers 12K Following Christian, Former trading teacher, current political analyst. Fake accounts reach out for trading/romance. 🇺🇸 ️✝️🇮🇪🇮🇱🚜
Anil @AlphaBetaAnil
8K Followers 220 Following UoU Alumni, Mayo Clinic Alumni,🫀 🩺👨⚕️tweeting about speculating. Speculator. I time buy and sell stocks.
Ashish Shah @AshShahMD
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Brittney Baer @ResearchRNBritt
398 Followers 591 Following Immune Effector Cell Patient Care Coordinator at VUMC @VUMC_Cancer. Self-declared nerd.🤓Sports fan. Thoughts/opinions are my own.
Chirag Shah @chiragontwtr
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Alpesh Shah M.D. @AlpeshShahMD
568 Followers 73 Following Director of Coronary Interventions, Interventional Cardiology, Houston Methodist DeBakey Heart & Vascular Center, Associate Professor Houston Methodist Hospital
INmune Bio Inc. @INmuneBio
5K Followers 5K Following INmune Bio (Nasdaq: INMB) is developing therapies that harness patient’s immune system to treat disease. Our focus is on #cancer, #Alzheimer’s disease.
Mary Pat Gallagher MD.. @mpgallaghermd
200 Followers 520 Following Pediatric Endocrinologist, Diabetes MD, Researcher, Educator, Hopeful. Tweets are my own.
PR @patryanjr
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Biostockfan @biostockfan
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Jacob Abraham, MD @Abraham_Jacob
3K Followers 2K Following Advanced HF/Transplant Cardiologist | @ProvHealth Heart Institute | Section Head Advanced HF | #CSWG member | #JACCHF SoMe Editorial Team
Alien👽Trader @Alien_Investors
5K Followers 5K Following I Am An Alien-Trader From Constellation-Keta. View⚡ez-feeds: Scans @ez_scans / Form 4s & 13s @ez_forms / Promotions @ez_alertz / https://t.co/mn0fzXlhld
SAC Tracker @FDAadcomm
7K Followers 420 Following Information about US FDA Scientific Advisory Committee (SAC) meetings
Abdulla A. Damluji, M.. @DrDamluji
10K Followers 191 Following • I swam in Tigris River in the '90s. • Then, competitive swimmer • Now, physician-scientist (interventional cardiology) • @NYUStern EMBA'23 • Tweets are my own
Phil Kalt @philkalt
657 Followers 190 Following PhD chemical industry R&D engineer. Multiple U.S. patent holder. Biotech investor since 2001.
Brian Kolski,MD @bkolskk
5K Followers 2K Following Interventional Cardiology - Director Structural Heart. St Joseph - Orange County,CA. Team Cardiologist Anaheim Ducks(NHL) -Corstasis Therapeutics Med Director
Finding Maverick @FindingMaverick
25 Followers 77 Following Leader, Athlete, Investor, Amateur Collector
BioRunUp @BioRunUp
47K Followers 50 Following Tweets are not investment advice and are not recommendations of any kind. I may have positions in the names I discuss
Fintel @fintel_io
11K Followers 183 Following The official Twitter account for https://t.co/nAhP3OeGjD. We are not active much here any longer. Find @wiltonio on Threads or Fintel on LinkedIn.
MomoTrader 007 @MomoTrader007
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Steve Burns @SJosephBurns
601K Followers 275 Following I tweet about trading, financial markets, & financial freedom. I also share what I find inspiring & motivating. I’m a trader & the founder of https://t.co/TT0duLcHc3
Sudhanva Raj @SudhanvaRaj
2K Followers 2K Following Biotech/Pharmaceutical Stock Investor/Trader - My opinions/tweets are not be used as Investment advice.
J. Bob O'Malley @jimomal77
968 Followers 1K Following Stock / Options trader, beach bum, dog lover, Celtics, Bruins, Red Sox fan. Snarky, wise a$$. Medical device and semiconductor markets are my focus.$HUMA HAV In Hemodialysis Indication Will Replace A-V Fistula & Synthetic Infection Prone Graft With Bioengineered A-V Conduit.
@GridironEq Hadn't seen this one before, thanks for sharing. I have no idea why, I follow you but your posts never show up in my timeline! I only see them when I do a ticker search for $TMDX, $LNTH or similar. Twitter has some odd stuff going on behind the scenes.
@GridironEq @gamechangercap It’s the standard Wall Street playbook: The first hint of competition the sell side runs for the hills and the shorts pile on. This company has established confidence with Urologists & Oncologists & executed to a high degree along with all you have said!
@GridironEq Here's another... $TMDX
Amazing DCD talk by Dr Soltesz today. Potential to increase donor organ supply. Enjoyed contrasts between NRP and OCS. Literature finally building @CleClinicHVTI @EdSolteszMD @MichaelTongMD
$KDMN, Nice call and summary, Gridiron, as I took heed.
🚀 Notes on $KDMN 🚀 • 80% of patients are treated at 70 centers • 28 centers (40% of patient population) participated in clinical trials • Sales reps have been in place for months & are prepared for launch • Over $300 Million in 💰 💰 Summary: Easy rollout
ICYMI from Friday. Here's my quick pitch on $TMDX. This company is revolutionizing organ transplants. You need to watch this and do some DD of your own on this company.
$KDMN @GridironEq @biostockguru
Whoa, Lumakras approved $AMGN Pdufa date had been Aug
Cold front in Florida this weekend and it's glorious!
So grateful to have taken part in Duke’s 48th DCD transplant w/ the indomitable @benbryner and @JacobNiall @nicoa002 @MikeManningMD @_adevore Spoiler alert- the 🫀 is bangin @DukeCTSurgery @Duke_Anesthesia @DukeHeartCenter @DukeSurgery @DukeHealth @UNOSNews #OCS @Transmedics
Participated in this clinical trial at @VUMC_Cancer . Patients tolerated the drug well, patients still on this study 1+ years later. Looking forward to seeing where this drug takes GVHD!
CONGRESS | #EBMT20Virtual | Aleksandr Lazaryan from @MoffittNews outlines the long-term follow-up results of the phase IIa study evaluating the ROCK2 inhibitor, KD025, in patients with cGvHD. #gvhdsm #bmtsm
The 3 Elements of Trust hbr.org/2019/02/the-3-…
“Roughly 85% of ALL trading is on autopilot - controlled by machines, models or passive investing formulas....” creating HAVOC.....The rise of the trade bots explain a lot about 2018’s market turmoil. wsj.com/articles/behin…
Fate whispers to the warrior, 'You can not withstand the storm.' The warrior whispers back, 'I am the storm.' #SaturdayMotivation
HEALTH NEWS: Pittsburgh-area doctor says some headlines about powerful new opioid Dsuvia are misleading -- cbsloc.al/2Dr8Fry
We believed $ACRX was raising money and told you so when it was at $3.50. Could have sold then and bought back at a 20% discount. We can’t click the mouse for you! x.com/gridironeq/sta…
Wouldn’t be shocked if $ACRX is shopping around to raise money. Perhaps no EU partnership. Company is more attractive to a larger company with full global rights in terms of a buyout.
$PGNX when others are fearful be bold. Trust your rules on what determines a good buy not your emotions. #RiskVsReward
NEW -- FDA approves cancer radiation drug Azedra, sending Progenics stock north $PGNX endpts.com/fda-approves-c…
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