@BioLobotomy profile picture
mar @BioLobotomy
Joined January 2026
  • Tweets 355
  • Following 51
  • Followers 175
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mar@BioLobotomy
May 7
$xbi Predicted $ENGN's failure after a cursory look yesterday. Remember, you don't need to manipulate data like this if your drug is good. Maybe I should start shorting, considering I predicted $GOSS too.
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Replying to @BOSSTRADING0
@BOSSTRADING0 This whale didn't have much success, did he? But I've been looking at $QGEN again: -Another old-guard type is stepping down -Latest financials being driven by immigration issues is non-material in the long term, the growth thesis seems intact. plus (cont)
AJ
@BOSSTRADING0
Feb 5
MASSIVE $QGEN Bull debt! 5/2026 over 5 Million bucks into the 55 calls $XBI $IBB
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Delaying the CEO announcement until the last minute (next week, the AGM). IDK, what do you think? I'm very tempted to take a small position, especially if any new flow comes in.
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Seems like the concerns were reasonable. Sold everything near $14 for an okay 40%. Good luck to anyone in it. $xbi $ELTX
mar@BioLobotomy
May 4
$xbi $ELTX concerns. The vast majority of the data, including plotting the vaccine's mOS and mRFS benefit in phase 1 versus that of long-NAT FOLFIRINOX (let's assume every patient got it), still points to efficacy as the best explanation. But that's not my concern
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$IDYA Ideaaayaaaaaa come oooon. Please give us a more detailed safety breakdown already. Also I hate when biotechs report grade 3 and 4s together obscuring the actual grade 4 rate. Also, fix ya'lls email alerts already, they don't fucking work.
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Sometimes in biotech people start attaching their identity and pride to a company, or to defending an investigational product. Just got insulted for criticizing an obvious PR move. What are we doing? None of these companies, nor the share price, will reward you for this.
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Whoa, are we really gonna see $NKTR below 2B market cap soon?
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I love baiting people smarter than me with vague questions so that they'll over-elaborate. Then I slowly steal their wisdom like a Half-Life Headcrab by latching onto their brains. $CRVS love yall
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Officially a $CRBP bag holder now that's trading under cash. Could not have imagined this even this morning lmao
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Bought some more at $7.5 feeling like a gamestop addict or something. Like damn
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Regarding $PYXS I'll clarify in advance this time that I don't believe the narrative they're putting forward, because the last tweet seems to have been perceived that way. I'm arguing that the Street is pricing in the threat of Pyxis' narrative, and not the facts, for $CRBP
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more replies
And updated mono data is coming soon. So, why wouldn't the street hedge their bets by waiting for the data which would put this issue to sleep? Arguing that this did not contribute to the price action today suggests the street does not fall for narratives
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But they do. And for those who think it's unrelated; why did it go to cash? The TAM reduction narrative alone cannot explain it going to cash. Fears of an offering contributed, but that alone doesn't usually punish a stock that severely either. So yeah.
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$CRBP is the dump genuinely because $PYXS combo data with pembro got really lucky and had no grade 3s? Their product is going for pan-HPV HNSCC The fact that there's no transparency on the high dose grade 3s for CRBP, and it's pooled instead, probably contributed.
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It becomes easy to argue that Pyxis is the better pick here. And Pyxis fell because their competition just became a more significant threat, with their phase 3 advancing right away, contrasted by their low cash.
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$CRBP Guggenheim says selloff overdone and maintains PT 5x the current price. However, Corbus' rationally engineered stock-price targeting ADC delivered a bag-holding payload. RIP
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Added $CRBP at $8.11 I think even the bear case (0 penetration into 2L cervical and obesity program fail) fails to justify this fall to near-cash. Isn't their entire pipeline is valued at below 10 million bucks right now? what the fuck lmao
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So about this... 😂
mar@BioLobotomy
May 26
$CRBP price reaction PM reminds me of ARTV PM. Probably drops a bit more.
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But the whales are buying and I'm playing the runup to the obesity catalyst anyhow. My ass in unclenched and my teeth are brushed
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