🧬 Biotech & AI-Drug Discovery | FDA Catalysts | Not financial advice
Joined December 2025
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May 29
Perceptive Advisors managing $10B
just tripled their $CRVS position.
They read the same Phase 1 data
retail called a "selloff."
Institutions accumulate what retail panic-sells.
Classic setup. NFA.
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Roche just paid $700M upfront for a drug
most investors never heard of.
$NRIX — Nurix Therapeutics.
Total deal value: $2.3 billion.
The drug: bexobrutideg
An oral BTK degrader.
Here is why this changes everything.
Thread.
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$NRIX in one sentence:
Roche paid $2.3B for a drug that destroys
cancer's resistance mechanism at its source.
The market is still catching up
to what that means.
Follow @BioAlphaa for ongoing coverage.
Which degrader company do you believe in most?
NFA. DYOR. #Biotech $NRIX
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Jun 6
$DNLI
“The Alzheimer’s drug Wall Street forgot. Parkinson’s data next.”
“$DNLI Denali Therapeutics.
Most investors think Alzheimer’s is a crowded space.
Denali is not chasing amyloid.
They are targeting the biology underneath it.
And Parkinson’s data is coming.
Thread.
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Jun 6
The honest risk:
CNS drug development is the hardest category in biotech.
Blood-brain barrier crossing at scale is unproven for Denali’s platform.
Phase 2 data does not guarantee Phase 3 success.
But if the Transport Vehicle works —
every CNS disease becomes a target. NFA.
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Jun 6
$DNLI in one sentence:
Sanofi paid $1.5B upfront because the platform is real.
ALS and Parkinson’s data in 2026 will prove whether the market should have been paying attention all along.
Follow @BioAlphaa for data reaction.
NFA. DYOR.
#Biotech #Alzheimers #CNS $DNLI
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Jun 6
$GPCR
“The oral GLP-1 nobody is watching. ADA data this week.”
“$GPCR ADA data drops June 5-8.
Aleniglipron — potentially the most effective oral GLP-1 in development.
Down 58% from its 52-week high.
Nobody is watching.
That is the opportunity.
Thread.
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Jun 6
The combination angle:
GLP-1 drives weight loss via appetite suppression
Amylin adds satiety and glucose control.
Combined: potentially 25% weight loss orally.
That matches injectable retatrutide territory.
No needle. No injection site reaction.
That is the commercial prize. NFA
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Jun 6
“$GPCR today:
$1.5B cash. Phase 3 ready. ADA data this week.
58% below 52-week high.
Oral GLP-1 with highest Phase 2 efficacy ever.
The market gave up.
The science did not.
Follow @BioAlphaa for live ADA reaction when data drops.
NFA. DYOR.
#Biotech #GLP1 #Obesity $GPCR
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