BiotechMD @_BiotechMD
Oncologist/Healthcarist/Mathematician NYC Joined February 2017-
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$IOVA So now that Keytruda/CPIs are being used as an adjuvant for earlier stage patients (remember most melanoma patients are diagnosed and treated BEFORE they become metastatic), the NCCN pivot to allowing Amtagvi use right away once such earlier patients progress to metastatic…
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$IOVA Nothing is guaranteed and smart investors have to try to see the bear side (1) demand and supply not there and (2) need for dilution) - this is not Dendreon - there are no options in 2L+ melanoma and with TIL IP protection for years to come -> sure, they botched the launch…
$IOVA 2025 Catalysts (bottom line, finalize position, take a vacation like me/R-E-L-A-X/NFA): Ten funds control ~50% of the IOVA shares and are in and not going to budge, so only small funds (less so the ~10% retail) moving in and out (only around earnings/catalysts) will move…
$IOVA Re: the recent high volume takedown (not sure macro explains the high volume but helps the descent), I estimate that over the prior 3 high volume days (not including yesterday), 22m "extra" shares traded vs normal. All the shorts do not need to cover but perhaps some did,…
$IOVA just a theory right now but Fri-Mon high volume selloff could have been ATM tap as heard big investors had "asked" management in Q4 to get in via ATM so why not tap the ATM right before JPM visibility when management started meeting analysts/investors/BD BPs [again, not…
$IOVA $AZN speculation only -> CEO Pascal Soriot bought Acerta for 7B -> ~10B in Calquence sales to date and probably another 25B til patent expiration in 2032-2034 = 35B in total -> that's got to earn some #loyalty between Soriot and WR -> and loyalty goes both ways so IF IOVA…
$IOVA So Kansas ATC surgeon said in mid September that IOVA finally listened and provided slot availability/flexibility for ATC surgeons. This implies that despite underachieving on launch by not being ready/appropriately staffed, hence why early launch numbers not that great,…
$IOVA Rome is burning and the mafia does nothing? $XBI
$IOVA The way IOVA was taken down after decent Q3 earnings in Nov from 12.50 to 7s for what looks like the best cellular therapy launch thus far really seems to indicate that something "unnatural" is behind all of this -- but the real question is why has the stock price not been…
$IOVA Stifel 2025 #1 Biotech Pick = IOVA; recent acquisitions at time of planned data release (or with data release) include ALPN -> IOVA NSCLC registrational interim data cut ASCO 30May-3Jun? vs WCLC 6-8Sep? TBD or ~5 months from key data release = IMGN, RXDX $XBI
$IOVA 2025 Preview (NFA/speculation for longs!)
$IOVA 2025 Catalysts (to be revised s/p 13Jan new corp deck at JPM): THE BIG ONES: 1) Meeting 2025 Revenue Guidance (+$6) 2) EU Opinion->Approval = 2x US 2L Melanoma market (+$2, ~priced in?) 3) NSCLC Data 25%ORR? = 2x-3x US+ROW 1L+2L Melanoma market (+$6) 4) Final Financing…
$IOVA Odds just increased that it will be Merck as the buyer with stopping their NSCLC trials (of course not to mention the Keytruda melanoma combo as well as their melanoma vaccine interest with further potential synergy with Amtagvi with NIH IP transfer) and now as they are…
$IOVA BMS new cell therapy manufacturing site in EU bms.com/media/media-li… less than 30 minutes drive from IOVA's international headquarters
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Jordan Alexander @JD4for4
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BioPalace 👑 @PalaceBio
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Infinita City @infinitacity
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DataDrivenTrades🇺�... @Wirhea5937
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46 Followers 554 Following Biotech investor for 10 years. I bet big, hoping for a change. Tweets are not financial advice. Long only. Trusting myself. Self count: 173
HFT_Insider🇺🇸 @Teasuid910
37 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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91 Followers 4K Following
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49 Followers 458 Following The backend of biotech. AI, datacenters, and the systems powering the future of life sciences.
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382 Followers 3K Following Your Antidote to the Oncology Information Flood | Bite-Sized Learning, Built for Busy Schedules. 🔥Largest Hem/Onc Qbank in existence!! #MedTwitter #HemeOnc.
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London Biotechnology ... @ukbiotechshow
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LW (version bullrun �... @nord_lw
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biotech_enthusiast @BiotechE16846
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Assemble Universal Pa... @UniversalPannel
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KD @SleepyKD333
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foto display @SWK_0007
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Brad Loncar @bradloncar
78K Followers 366 Following #Biotech, Founder of @BiotechTV, KC native, @univmiami hurricane.🧬🙌
Adam Feuerstein ✡�... @adamfeuerstein
120K Followers 781 Following Biotech reporter @statnews. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously. On Signal: stataf.54
Jacob Plieth @JacobPlieth
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Sports_Bios @Sports_bios
14K Followers 87 Following
Bertrand Delsuc @BertrandBio
19K Followers 238 Following Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & 10y following bios. Preplanned pause.
Elmo @BiotechElmo
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DRUGS @drug_smolecules
8K Followers 578 Following ☣Femtomolar potency poems and limericks ☣Oceanic Boundlessness (p=0.0001)
dough @semodough
41K Followers 606 Following BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Persimmon Tree Invest... @PersimmonTI
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Biotech2k @Biotech2k1
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Pharmdca @Pharmdca
114K Followers 155 Following USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of my Investments and not a recommendation. Please do your own due diligence.
BioHell Pawcio @pawcio2009
16K Followers 749 Following Biosquidgames organizer. I jinx for living. Citizen of 51st state. 🇵🇱⚽️📈🎣🚴♂.
Biotech Jim @JamesEKrause
13K Followers 594 Following phd biochem, not ichthyol; prof neurobiol, biotech entrepreneur, neurogeek, inventor, environmentalist focused on sustainability, also ERoEI. #neurosteroids
Professor Oak @Prof_Oak_
11K Followers 706 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
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FDA Drug Information @FDA_Drug_Info
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FDA Oncology @FDAOncology
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Vinay Prasad MD MPH @VPrasadMDMPH
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16K Followers 97 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Allison Betof, MD, Ph... @DrBetofMDPhD
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611 Followers 3K Following
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