Peter Mantas @peter_mantas
LO biotech and life sciences. Avid soccer fan. DMs open. backofthenapkinbios.substack.com Toronto, Ontario Joined January 2021-
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To all generalists (and BioX folk) part 3 (see linked tweets) of ‘the biotech outperformance train’ series. I expect it to be a multi part series (basically me reminding you that you’re not long enough our sector) with 24 months (minimum) of outperformance coming up. Reasons are…
Updated timestamps: May 26 - $QURE +16% (3y data any day now) May 27 - $CYTK +74% May 28 - $CMPS +26% June 8 - $ARWR +74% June 12 - $IONS +73% June 20 - $CRBU +50% June 25 - $RARE -14% (Q4 data) June 27 - $RGNX +17% July 8 - $BFRI +20% July 28 - $BCYC -17% Aug 1 - $LXEO +14%…
The employment rate in Ontario is 59.7%. The lowest since 1997.
+74% since this post
RATE CUTS ARE COMING: Not only did the jobs print come in lower than Wall Street estimates -- it also showed that the prior month's numbers were revised downward to show a LOSS in June. This not only likely seals the deal for a September rate cut, but starts to make a second…
Honestly, this was so obvious during election and yet Canadians voted for the Liberals again. Not sure how they don’t get that the Libs always end in tears. Why Canadians voted for them again is beyond me. Now we have 10 years of economic stagnation and large decoupling vs the…
Honestly, this was so obvious during election and yet Canadians voted for the Liberals again. Not sure how they don’t get that the Libs always end in tears. Why Canadians voted for them again is beyond me. Now we have 10 years of economic stagnation and large decoupling vs the…
Maybe the Fed indeed was too late…
Omg
to show you how hard it is to get a drug FDA approved, i am making this checklist/flow chart. so far i'm at 40 different 'gates' you have to get through. it's not easy. most drugs don't work. be careful.
ClearPoint Neuro Announces FDA Clearance Expanding Compatibility of the ClearPoint Prism Neuro Laser Therapy System with 1.5T MRI Scanners - Read More Here: loom.ly/_YPnPJc #CLPT
Prism cleared for 1.5T MRI scanners. This doubles the TAM. This is real momentum on the FNS side. news.cision.com/cls/r/clinical…
U.S. COMPANIES ANNOUNCE JUST 1,494 NEW JOBS IN AUGUST — LOWEST FOR THE MONTH SINCE 2009; LAYOFFS SURGE 39% TO 85,979
Elbows up Canada!
Regulatory flexibility for rare diseases should be standard across the board, not random and sporadic. FDA’s action today makes the process more predictable, with the hope of delivering more cures and meaningful treatments to the many Americans with rare diseases.…

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