Rasmus H @RazBioTech
Founder @ https://t.co/rvCWR16DUM | 🧬 #biotech retail investor | 👀 $OCUL maxi | 🌎 Global citizen | 👋 always happy to connect biotickr.com London, England Joined October 2014-
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$OCUL I keep thinking about how $KOD reached $6bb in mkt cap before they card flipped (failed) trial results for #wetamd. Look at you $OCUL at $2.1bb and 5 months-ish to go.
Hmm not ideal. I do think $OCUL has a better asset, a better team, and judging by the relative marketcap so does the market.
Hmm not ideal. I do think $OCUL has a better asset, a better team, and judging by the relative marketcap so does the market.
$4.4b annualised - if $OCUL proves itself with Axpaxli this is the benchmark. Not out of question for Axpaxli to change hands for $15b. Stars would need to align - but it’s within the realm of possibilities.
Posted this more than a year ago $OCUL
Very interesting regulatory take on $OCUL, $EYPT & $CLSD and their wAMD Phase 3 strategies retinatoday.com/articles/2025-…
Has a huge position in $MIST. Knew it was a binary, knew it was high risk. Holding on to all of it at a massive unrealised loss. It will get approved. Hopefully in 12 months. Issue (obviously) is financing overhang, and with a $40m mcap there’s no other way than brutal dilution..
$MIST for the bulls. Launch timeline expectation, is quicker than I thought. But I wanted to add, FDA changed the goalposts (after) the NDA was submitted and approved. Milestone may get quicker / kinder treatment because of this. It should in theory be fine. IMO
$MIST this will clearly get to market, question is now what sort of time this review cycle will take. Benchmarks anyone?
Made an absurdly intricate spreadsheet to answer question of: "why did this credible person pick this company for the @pawcio2009 #Biopick2025 contest?" Catalysts for 53 co's from prev winners / "100% club" Shared this with smaller group here already docs.google.com/spreadsheets/d…
Made an absurdly intricate spreadsheet to answer question of: "why did this credible person pick this company for the @pawcio2009 #Biopick2025 contest?" Catalysts for 53 co's from prev winners / "100% club" Shared this with smaller group here already docs.google.com/spreadsheets/d… https://t.co/4xSI5aqKeh
$CGON and $TARA (long) both have conference calls on dec 5th
BREAKING: Trump picks Johns Hopkins surgeon Makary to run FDA statnews.com/2024/11/22/tru… via @statnews
Accurate take
if you're pro-america, you are pro-pharma. WE make the world's medicines. WE make the world's breakthroughs. pharma isnt perfect, but provides millions of high paying, scientific jobs. very few of the world's amazing drugs would exist without us. pharma hate has to stop. (1/2)
Videographer @ChrisWinig might actually move the needle in this election
Videographer @ChrisWinig might actually move the needle in this election
I like this timing $mci.v
Vabysmo was approved January 2022. In just 2.5 years hits an annual run rate of $4.4b. @JNap5C did great work recently on takeouts in the eye space. 4x of estimated peak is a good guide. $OCUL will 🚀 on good data q4 2025 (my est.)
The language used by $OCUL CEO in a recent webcast suggested that investors shouldn’t expect non-retina assets to be sold off (as I previously deemed likely). He highlighted how important it was to prove that the co could show it knows how to commercialise assets (like dex).

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