hemonctrader @hemonctrader

Hem/Onc MD interested in cancer biology, precision medicine, cancer drug development. Trade and invest in oncology and hematology biotech stocks. Only opinions. Joined September 2020

Tweets

341
Followers

392
Following

174
Likes

504

hemonctrader @hemonctrader

5 years ago

$FPRX Up around 60% from Ph2 data. Beyond FGFR2b it has a good IO pipeline. anti-CCR8 is a very interesting target. $JNCE also has a promising anti-CCR8 mAb.

hemonctrader @hemonctrader

5 years ago

$FPRX Up around 60% from Ph2 data. Beyond FGFR2b it has a good IO pipeline. anti-CCR8 is a very interesting target. $JNCE also has a promising anti-CCR8 mAb.

1 1 5 0 1

Download Image

0 0 8 0 1

$RFL 50%+ gain, not a bad place to trim. Seems like investor(s) liked what they saw at JPM 21. AVENGER500 Ph3 pancreatic Data Q3 2021, AVENGER2000 Ph3 AML Interim Data Q2 2021. Compassionate Use data: 71% ORR 1st line met panc, 53% ORR 2nd line. 4/27 with confirmed CR.

hemonctrader @hemonctrader

5 years ago

1 0 3 0 1

Download Image

3 0 2 0 0

hemonctrader @hemonctrader

5 years ago

All of these have been highly profitable except for $COGT but it will eventually get there..most met GIST patients are young and will eventually develop disease refractory to Gleevec, Sutent, Regorafenib and Qinlock. CGT9486 seems to have durable responses in highly refractory pt

hemonctrader @hemonctrader

5 years ago

0 0 0 0 0

0 0 4 0 0

hemonctrader @hemonctrader

5 years ago

$GTHX Cosela is now FDA approved. Will be using this for my patients as soon as its available. Expect future approval for mTNBC. 100%+ runup since SABC20

hemonctrader @hemonctrader

5 years ago

$GTHX Cosela is now FDA approved. Will be using this for my patients as soon as its available. Expect future approval for mTNBC. 100%+ runup since SABC20

0 0 4 0 0

Download Image

2 2 12 0 0

hemonctrader @hemonctrader

5 years ago

$CRDF GU Update looks promising with signs of overcoming AR blocker resistance. This has implications beyond mCRPC as this would also apply to Onvansertib use in castrate sensitive met disease and in patients with biochemical recurrence. Large market. cardiffoncology.investorroom.com/2021-02-11-Car…

hemonctrader @hemonctrader

5 years ago

1 0 0 0 0

1 1 3 0 2

hemonctrader @hemonctrader

5 years ago

GU ASCO winners so far $EXEL New SOC for 1st line met papillary RCC. Excellent response in brain mets for RCC pts, Positive 2yrs follow-up data on 1st line with Opdivo in RCC. Also $SGEN winner with EV now SOC for 3rd line met bladder ca. SGEN licensing linker for EV

0 0 3 0 0

hemonctrader @hemonctrader

5 years ago

$SLRX Well over 200% return...will trim position. Ph1 Ewing Sarcoma update 1Q21 other updates 1H21.

hemonctrader @hemonctrader

5 years ago

$SLRX Well over 200% return...will trim position. Ph1 Ewing Sarcoma update 1Q21 other updates 1H21.

0 1 5 0 1

0 0 6 0 0

hemonctrader @hemonctrader

5 years ago

$SGEN Rumors on whats driving todays move but overall one of my favorite cancer biotech companies. Long term investment. As expected filled the gap from 9/14. Some GU ASCO updates coming up.

hemonctrader @hemonctrader

5 years ago

$SGEN Rumors on whats driving todays move but overall one of my favorite cancer biotech companies. Long term investment. As expected filled the gap from 9/14. Some GU ASCO updates coming up.

0 0 1 0 0

1 0 4 0 0

hemonctrader @hemonctrader

5 years ago

$TYME well this is not the lotto I was expecting but certainly has been a great run with this lucky trade. COVID patent news is just a distraction from their 3rd line panc ca data expected this 1H 21 imho

hemonctrader @hemonctrader

5 years ago

1 0 1 0 0

0 0 2 0 0

hemonctrader @hemonctrader

5 years ago

$CRDF $MACK Really like this new Ph2 in panc ca. as 2nd line after gem/Abraxane. It’s hard giving folfirinox 2nd line. This combo with super irinotecan continues to show their confidence in the synergy data between onvansertib and cpt11. streetinsider.com/dr/news.php?id…

0 1 5 0 0

hemonctrader @hemonctrader

5 years ago

$ODT $ATNX Both moving in likely runup to ATNX PDUFA on 2/28

hemonctrader @hemonctrader

5 years ago

$ODT $ATNX Both moving in likely runup to ATNX PDUFA on 2/28

0 0 2 0 0

1 0 2 0 0

hemonctrader @hemonctrader

5 years ago

$FPRX Undervalued IMHO. GI ASCO Ph2 data in 1st line combo with FOLFOX for FGFR2b(30%) is impressive. Mono activity. Plan to open trials in other FGFR2 overexpressing tumors. Great partners. Still has IO therapies in the work with CD28 agonist/CTLA4 inh and anti-CCR8 Ab (Treg)

1 1 5 0 1

Download Image

hemonctrader @hemonctrader

5 years ago

GI ASCO here. $CRDF Ph1b and EAP updates +. Most impressed by EAP 66% RR in Kras mt CRC w/duration. I've used EAP programs for many drugs and these patients are sick, often thru multiple lines of therapy and with poor performance status and even organ failure. Synergy with CPT11