Patients Capital Management LLC @PCM_bio
Long Only Biotech | tweets not investment advice | #PCM linkedin.com/company/patien… New York, NY Joined May 2023-
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Betaville rumors aren’t helpful. Not sure how this guy earns those silly subscription fees. Although I suppose if BO doesn’t materialize by Monday we could be presented with another generational buying opportunity $abvx
Betaville rumors aren’t helpful. Not sure how this guy earns those silly subscription fees. Although I suppose if BO doesn’t materialize by Monday we could be presented with another generational buying opportunity $abvx
Might just be that @PCM_bio posts move stocks now. Could be what happens when you have a bot $abvx
Generational buying opportunity in $abvx right now
One of the unfortunate / under-appreciated growth cases for $bmy $krtx and others chasing with muscarinics. And it’s not just the legalization, it’s the potency of whatever people are smoking. If you stroll through Manhattan at virtually any time of day, you might catch a whiff…
One of the unfortunate / under-appreciated growth cases for $bmy $krtx and others chasing with muscarinics. And it’s not just the legalization, it’s the potency of whatever people are smoking. If you stroll through Manhattan at virtually any time of day, you might catch a whiff…
Since legalization new schizophrenia cases linked to heavy cannabis use have nearly tripled.
$gild could also be a potential partner for $abvx .. been talking up oral α4β7 and their wanting to explore other pathways. Next move after the $glpg graveyard? $akro not trading like they are the chosen one
$gild could also be a potential partner for $abvx .. been talking up oral α4β7 and their wanting to explore other pathways. Next move after the $glpg graveyard? $akro not trading like they are the chosen one
So we’ve got 5 amlitelimab programs in Ph2/3 (and 2 Ox40xTNF nanos in Ph2, assume low PoS). Wide analyst range but amli prob 30% of late stage pipeline val. Not going to be zero Ox40 sales, but the post-2030 growth outlook looking much less good $sny Tick tock on the M&A clock ⏰…
15%* $abvx
@PCM_bio has a bot (finally). It’s about time #PCManiacs in the big leagues $xbi $ibb
@PCM_bio has a bot (finally). It’s about time #PCManiacs in the big leagues $xbi $ibb
Great year for late-stage / commercial respiratory basket $uthr $insm $lqda $vrna
Great year for late-stage / commercial respiratory basket $uthr $insm $lqda $vrna
Even more so now $cytk
Not encouraging others to chase. Just establishing a record Currently at 14% in $abvx Game of 🐔 over the next few months / before we close in on maint. data. At some point we get too close to that event for a pharma to step in pre-data. Maybe YE2025. But we aren’t there yet.…
Not encouraging others to chase. Just establishing a record Currently at 14% in $abvx Game of 🐔 over the next few months / before we close in on maint. data. At some point we get too close to that event for a pharma to step in pre-data. Maybe YE2025. But we aren’t there yet.…
$tvtx a very under-the-radar growth story. Good set-up for nice run, esp pending FSGS label expansion
$tvtx a very under-the-radar growth story. Good set-up for nice run, esp pending FSGS label expansion
$mirm .. nice. Where you at $sobi ??
$mirm .. nice. Where you at $sobi ??
Changed my mind again. $abbv for $vktx and they have a me-too Zepbound for obesity, but more importantly can take SubQ into every I&I indication they currently own. Grow their markets that way Think bigger #pcmaniacs
Changed my mind again. $abbv for $vktx and they have a me-too Zepbound for obesity, but more importantly can take SubQ into every I&I indication they currently own. Grow their markets that way Think bigger #pcmaniacs
Go sheep 🐑 go $kros
$srrk $regn
$cldx profound overuse of the adjective, profound
I vote they kill oral program. Not worth the headache, and can’t see this data truly exciting strategics. Just exposes a partner to volatility of a Phase 3 readout in future $vktx
I vote they kill oral program. Not worth the headache, and can’t see this data truly exciting strategics. Just exposes a partner to volatility of a Phase 3 readout in future $vktx
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