Joined June 2010
275 Photos and videos
$SABS: Leerink increases PT to $12/share. UBS: $PFE Tzield approved by FDA. However, SAB-142 ($SABS) is significantly more convenient and commercially viable with administration over 2 days vs. 12-14-days with Tzield and SAB-142 potential for a better safety profile overall.
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$SABS 21% today on the readthrough.
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My highest conviction stock: $VERA. If you don't own it before the July 7 PDUFA, you're going to miss out. ->New survey of multiple nephrologists says $VERA is not at a disadvantage vs. VRTX. $VERA better on safety than $VRTX. $VERA sales consensus is $2.0B
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Today Wells Fargo said that $VERA could be a good M&A fit with $AMGN's franchise nephrology program. With a 90% chance of approval in less than 1 month...$VERA is posed for 100% returns upon approval.
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FWCStocks retweeted
Jun 10
$TECX •APEX 24-week Phase 2 trial is evaluating the safety and efficacy of TX45 in patients with pulmonary hypertension associated with heart failure with preserved ejection fraction (PH-HFpEF) •APEX Phase 2 trial enrolled 191 patients across 14 countries, with approximately 72% of patients in the enriched population of CpcPH with a pulmonary vascular resistance (PVR) >3 WU at baseline •TX45 APEX Phase 2 topline results expected in early Q1 2027
Jun 10
$TECX Tectonic Therapeutic Completes Enrollment in TX45 APEX Phase 2 Clinical Trial in PH-HFpEF Patients investors.tectonictx.com/new…
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$TRAX initiated with a BUY from Wells Fargo. PT $30 (81% upside).
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$VERA PDUFA decision less than 1-month away for the IGaN kidney drug Atacicept. 90% probability of approval with full workforce already in place. Looking for 100% upside on approval.
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Out of 50 stocks on my watch list, only KURA and VRTX are green...barely. Rough day for the XBI. But some of my buy targets hit so I continue to take advantage of the dips.
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$SABS data readout today. “Clinical Safety, Pharmacokinetics, Immunogenicity, and Pharmacodynamics following Repeat Dosing of SAB-142, a Fully Human Multi-Specific Antithymocyte Globulin for New-Onset Type 1 Diabetes”.
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The article is correct. $KYTX is set to become the first FDA approval here. Kyverna is also way oversold and a screaming buy.
In the race to turn CAR-T cell therapies against autoimmune diseases, Cabaletta Bio has always been blazing its own trail. fiercebiotech.com/biotech/wh…
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$VERA is on sale. RECENT PRICE TARGETS: Wells Fargo: $90 HC Wainwright: $110 Cantor: $100 Goldman: $90 Wolfe: $88 LifeSci: $90 BofA: $65 JPM: $86 Evercore: $91 Jeffries: $45
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eGFR data today from Otsuka (Voyxact) shows that $VERA's Atacicept has more favorable kidney function improvement. $VERA up 10% today. VERA has been oversold despite -> PDUFA date in 1-month. FDA recently aligned with an earlier VERA Phase 3 eGFR readout in Q3.
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Recent Analyst coverage on $KYTX. Avg. upside 285%. Today, William Blair starts $KYTX with a BUY. -H.C. Wainwright Reiterates BUY. PT of $25. -Morgan Stanley: BUY. PT of $33. -JP Morgan: BUY. PT of $29. -Wells Fargo: BUY. PT of $33. -Leerink: BUY. PT of $32.
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FWCStocks retweeted
We’re excited to announce we have achieved alignment with the FDA on an earlier ORIGIN Phase 3 analysis to support potential full approval for our investigational therapy in IgA nephropathy. Read the press release: ir.veratx.com/news-releases/…
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Raymond James: Rare unique buying opportunity for $VERA after today's news and the recent selloff.
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