Biotech investor. Tend to focus on contrarian names, so I'm probably buying what you are selling/hating on. All tweets are my opinions only.
Joined June 2010
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BioValues retweeted
TRUMP SAYS DEAL WITH IRAN IS NOW COMPLETE
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Jun 11
Would maybe add $BCAB in there too since they have a financial advisor working a strategic process as well
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Jun 4
$CRBP CEO said: "there is an academic obesity conference that we really like in Nov, we will see if we can get in last second or not." Really get the feeling, that they feel, they will have something meaningful to share when obesity reads out in Sept, or why even bring it up
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Jun 4
$CRBP in other words they are hoping to get a late-breaking presentation slot at the Obesity Week conference in mid-Nov. Which tells me they think they will have exciting data to share
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Jun 4
$CRBP presenting later today at Jefferies. Should be a good listen among ASCO data and upcoming obesity data catalyst: event.summitcast.com/view/Ng…
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Jun 3
$CRBP good to see, especially given he just joined mgmt and obesity data is ~3 months out. High caliber background imo:
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BioValues retweeted
Chief Business Officer Saxena Nishant C just executed a significant discretionary open-market purchase of $CRBP.
- Volume: 13,500
- Holdings Impact: 15.2% of total position
- 10b5-1 Plan: No
- Average Price: $7.50
- Total Capital Deployed: $101,218.50
- Liquidity Impact: 2.32% of 30-day ADTV
CONVICTION SCORE: 8/10
MARKET THESIS: This opportunistic buy by the Chief Business Officer signals internal confidence ahead of the upcoming ASCO 2026 conference. The company has confirmed a registration path with the FDA for CRB-701 in HNSCC and cervical cancer, and the insider is increasing his stake by 15.2% just as the firm prepares to present mature clinical data. By bypassing a 10b5-1 plan, the executive is signaling that the current valuation does not reflect the clinical potential of the lead asset.
Are you front-running this C-suite accumulation or waiting for the ASCO data dump? Your thoughts? 👇
#CRBP #Biotech #InsiderBuying #WallStreet
🤖 AI-Curated Data Pipeline | Not Financial Advice
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Jun 2
$CRBP if you believe obesity has a chance of hitting this is the area to buy IMO (stock at 52 week low support). These are the generational opportunities that stand out to me. Remains largest position and plan to hold into obesity given the sheer upside vs limited downside
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Jun 2
$CRBP looks like some smart money agreeing with me. Nice rally off the $7 line and closing near highs with a big hammer candle:
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May 27
$CRBP let's pretend they do hit in CB1 obesity, what is the upside? 3x 5x 10x ? Remember, NVO lost $30B market cap. Downside would be maybe $1 from here? Have to have a floor value given cash/CRB-701. Has there even been such an asymmetric opportunity on risk/reward in biotech?
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May 27
Of course everyone thinks its going to fail, but what if it doesn't? I live and dream for these setups and have made a ton of $ playing the contrarian thesis
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May 27
$CRBP lowest analyst price target after yesterday's data is $30. All remain bullish on HPV story in OPSCC
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BioValues retweeted
May 27
$CRBP Despite stock reaction, think today’s data update overall aligns with our thesis that Corbus’ CRB-701 has a clear path forward in the 2L oropharyngeal HNSCC population, with our eyes now fixed on 1) the Phase 3 TEMPO-1 trial initiation that’s expected over the summer, and 2)additional upside that may emerge from the CRB-701 pembrolizumab combination update that’s planned for Q1 2027, where the key question is whether we continue to see evidence of a competitive efficacy profile in the HPV /oropharyngeal subset.
May 27
$CRBP (OUTPERFORM,$38.00 PT): Quick Take: Path Forward for CRB-701 Monotherapy in Oropharyngeal HNSCC, Continued Focus on the HPV HNSCC and Cervical Cancer Opportunities- LIFESCI
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BioValues retweeted
May 27
$CRBP (OUTPERFORM,$38.00 PT): Quick Take: Path Forward for CRB-701 Monotherapy in Oropharyngeal HNSCC, Continued Focus on the HPV HNSCC and Cervical Cancer Opportunities- LIFESCI
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