$DAWN PART 1
An undervalued commercial stage oncology company. Long term target remains mid 30's based on TAM and pipeline.
OJEMDA is the FDA approved drug with $57 million in just less than 8 months of launch.
OJEMDA is the only systemic therapy for pLGG that offers once-weekly dosing oral or as an suspension.
Let's discuss pLGG and what are the approved therapies for this indication. $DAWN PART 2
pLGG is the most common brain tumor diagnosed in children with alteration in BRAF gene is the most commonly altered gene ~75% in pLGG.
OJEMDA only approved drug for pts. with pLGG driven by BRAF fusions.
In addition, OJEMDA is currently in PH3 for front line therapy for pLGG vs chemotherapy

1. Here's my first thread on top Biotech picks for INVESTORS for 2025 (Not for traders). Not chart based but Based on current valuations and fundamentals and expected valuations they deserve as long as the investment thesis remains intact
Disclaimer-Not an investment advice at all and I own these mentioned companies in my thread $VKTX
It remains my top position in terms of position sizing.
My average went up slightly into teens as I added additional tranches of shares on dips
Thesis- Why it constitutes being my larger positions size. Two major factors- Market size for their pipeline and clinical data

$VKTX 1 This thread highlights Important data from competitors to keep in mind when VKTX reports data on Nov 3rd
As November data for $VKTX ORAL drug getting closer, let's review how VKTX 2735 oral drug compares with other major oral drugs (competitors) on basis of Safety (differentiation parameter) and Efficacy.
Everything in this thread is based on available data
Not a buy or sell recommendation
Let's do this, feedback appreciated $VKTX 2
Safety:- $VKTX vs $LLY Orforglipron
$LLY drug had 28% vomiting, 15% drug discontinuation, unusual liver enzyme elevation
On the other hand
VKTX had ZERO 0% incidence of Diarrhea/Vomiting vs 20% diarrhea in placebo. Safety comparable to placebo at 40mg dose

My full analysis of Obesity landscape Part 1
Major companies own and looking to own a piece of this goldmine TAM going forward $LLY $VKTX $NVO $AMGN $RHHBY $ZLDPF Zealand pharma, $GPCR
This thread is not an investment advice. Please do your own DD. Feedback appreciated My full analysis of Obesity landscape Part 2
Obesity- Why this is the next huge wave of growth in Biotech industry that it hasn't seen it before? Mother of all blockbuster drugs
Per William Blair- TAM could reach $500 Billion over time
Plus TAM for secondary indications

Obesity Full thread part 1-
$VKTX $LLY $NVO $RHHBY
Current treatments vs ongoing drugs in clinical trials, how they differ in two important aspects
- Efficacy
- Safety
- distinguishing advantages Obesity Thread part 2
$VKTX $LLY $NVO $RHHBY
Current drugs on the market includes Tirzepatide $LLY a dual GLP-1R/GIP dual agonist like $VKTX and Ozempic by $NVO a GLP-1 receptor agonist
Tirzepatide showed highest weight reduction upto -20.9% on 15mg dose (high dose)

$VKTX Thread 1 Last weeks's Earnings updates a game changer and why I believe Viking Therapeutics upcoming readout during Obesity week will potentially be the next game changer in Obesity market a goldmine every big pharma wants to own a slice of it $VKTX 2
Last week's FDA's written response to let viking therapeutics to move straight into Phase 3 program was a huge surprise for shareholders and the company because most were expecting a PH2B completion prior to starting PH3. I was leaning towards ph2b.
Why this is important

$PDSB Thread 1
Company has made significant progress over last few years from an early stage oncology company to late stage PH3 ready program which I will discuss in this thread

These are my viewpoints based on my DD and not meant as an investment recommendation for others. $PDSB Thread 2
Why Triple combo regimen for Head and Neck cancer and not doublet?
Important question is why put resources on two different PH3 trials for the same indication rather pursuing the one where odds of success are pretty good going forward into late stage PH3 trial

$PDSB 1
Why it is my Top pick in Biotech in terms of position sizing.
Believe we get updates in March For PH3 trial
Believe management been quiet for some time because
they supposed to be in discussion with FDA this quarter for final trial design for HPV16+ CPI refractory. $PDSB 2
Just my hypothesis that management could opt for running HPV16+ CPI refractory PH3 trial first before going for Head and Neck Cancer.
Why?
12-month OS rate of 72%. vs published median OS with SOC in HPV-positive ICI-resistant cancer is 3.4 months
No FDA approved SOC

$MREO 1 An overlooked small cap biotech with a significant upside for long term investors.
In this thread will lay out my bullish thesis and why this stock could be a great turnaround story over time as company progresses through their pipeline development. $MREO 2
This stock fits my criteria I use for small cap biotech investments that has all the ingredients for a multibagger potential from current levels.
Company has two lead drugs for two major unmet needs and previous updates has shown positive trend towards future success

$PDSB 1
- FDA requested primary endpoint OS not ORR for the PH3 trial (while FinTwit is obsessed about ORR)
-FDA and KOL neither one care about ORR or PFS

Per FDA- ORR and PFS hasn't translated into survival $PDSB 2
FDA's main focus for the trial is Survival and Safety and this is where $PDSB data has excelled so far. Very good survival data and good safety

Look at 2 plus year data from both triplet data and Versatile-002

$EFTR Comprehensive review: Final thread before Kickstart trial 1
@Rajgillishere @mtheory11bio @Bios_n_Techs
- Pipeline and target potential if successful- Focus on Tomivosertib
- Review of Keytruda results for NSCLC 1L
- PH2B trial design
- Risks
- My Take on Q1 readout $EFTR 2
Pipeline
a) Tomivosertib- Important catalyst this quarter that will could potentially be the binary event for the turnaround. This is currently in PH2B, will move to PH3 registrational trial on +ve data

b) Zotatifin- ER+breast cancer

c) elF4Ei- Solid Tumors (PFE)

List of upcoming Biotech catalysts 1
SABCS San Antonio Breast Cancer conference-
$EFTR PFS data for BC

ASH Conference
$CRVS Soquelitinib readout, Ciforadenant Early 2024
$XFOR See my follow up tweet
$BPMC PH1 for Systemic Mastocytosis
$STRO PH2/3 data for Ovarian cancer List of Biotech catalysts part 2
$AGIO PH3 readout for Beta Thalessemia
$BLUE PDUFA 12/20
$JAGX PH3 data for CIOB
$ACHL PH1/2 Melanoma readout

$EFTR Thread part 1
Correction Abstract out Tuesday 1PM PST
Upcoming San Antonio Breast cancer data presentation- Thread is based on available data from ASCO, company presentation, and available treatments and approximate PFS in earlier pt. population. $EFTR 2
Expected catalyst #1
1) Median PFS data for ZFA triplet in ER+ mBC. Goal is to position this combo as a 2nd line therapy ZFA triplet (Zotatifin+Fulvestrant+Abemaciclib). PFS data in heavily pre-treated pts. after 4+ failed therapies including CDK4/6, Endocrine and Chemo

$PDSB 1
Expected revenues ~$24+ Billion for Keytruda this year (Blockbuster drug for $MRK )
$PDSB has not yet gained much attention from institutional investors despite showing strong trend towards Durability and better Overall Survival vs Keytruda and Keytruda+Chemo in HNSCC $PDSB 2
While Keytruda alone has shown PFS of 3.2 months and OS of 12.3 mos, $PDSB drug PDS0101+Keytruda combination has more than tripled mPFS ~ 10.4 mos and more than doubled mPFS over Keytruda+Chemo combo

$DCTH Thread 1
This thread will provide a detailed overview of the company’s drug pipeline and clinical results, current valuation and financial overview, Total Addressable Market (TAM) and expected Stock valuation based on TAM. As always do your due diligence. $DCTH 2
Before I provide an overall picture of the company, one important aspect of investing in biotech is to look for undervalued gems in an unmet need disease state.
So, does this company meet the criteria or biotech theme I often talk about?

$MDXH Thread 1
Why the need for diagnostic tests since PSA test is widely used followed by prostate biopsies for further validation
The PSA test measures the level of prostate-specific antigen, a glycoprotein produced by the epithelial cells of the prostate gland $MDXH 2
However, high PSA levels in the blood are not always an indicator of prostate cancer and may be caused by other factors like
UTI
BPH
PROSTATITIS

So does high PSA levels means pts. should undergo invasive prostate biopsies?

$XFOR 1
I believe Stock is undervalued at current valuation < 300 million and that upcoming data for CN indication is not baked in yet. Keep in mind CN has a much larger TAM vs WHIM indication
I lean towards positive data for CN based on PH1b CN and WHIM results $XFOR 2 Why it is undervalued
Current cash ~ 150 million including recent private placement and enough to fund operations into Q4 2024. This does not include potential proceeds from likely sale of priority review voucher ~ 100 million which company may receive it H1 2024

$EFTR Thread 1
Current market cap under 50 million offers an opportunity for investors looking for great risk reward in a small cap biotech Recall $TRIL beaten down to 0.5+ than later acquired and $XFOR overreaction after secondary news. $EFTR +ve data overshadowed by secondary $EFTR PART 2
Pipeline:-
a) Zotatifin for solid tumors ER+ BC and KRAS NSCLC B) Tomivosertib for 1L NSCLC PD-L1 C) elF4Ei for Solid Tumors Current MC < 50 million $507 million partnership on 3rd STRI product, candidate with $PFE and $PFE owns 5% $EFTR2 big catalysts this year

$XFOR #CONVICTION Long Term position part 1
Pipeline:- Company lead drug Mavorixafor, an oral drug , works as an antagonist of the CXCR4 receptor for severe chronic neutropenia disorders including WHIM syndrome.
Current market cap ~ 240 million $XFOR part 2
A quick recap of chronic neutropenia Neutrophils, type of white blood cells, an army that plays an important role in fighting off infections. Basically, lower the # of neutrophil count, the lower the ability of the body to fight infections (⬆️risk of infections)

$NARI Thread part 1
This is my top investing biotech position currently based on strong fundamentals, competitive advantage, TAM, pipeline and could be a good candidate for acquisition in Med Device area in future.
Acquisition is not the point of discussion for bullish thesis. $NARI part 2
What is VTE?
VTE (venous thromboembolism) is a blood clot that could block blood flow in veins like legs (DVT) or in the lungs (PE) and usually could be life-threatening.
It roughly affects 1 in 1,000 Americans each year.
Roughly 25% of patients with PE die from it.

Position Updates 1
Buyouts $PRVB $ISEE $BLU $CTIC $FSTX

Long Term Biotech Investments in order size
$NARI $AMLX $XFOR $VKTX $PDSB $INZY $IMGN $MDXH $GRTX $PAVM $CRVS $LIFE $MREO $MCRB $TERN $ARDX $OCUL $MDGL $AUPH $DAWN $ITCI $TGTX $AXSM $DMTK $PTGX $APLS $SRPT $VRNA $BPMC $PFE Long Term Tech Investments in order size 2
Techs: $AMZN $ZS $CRWD $TTD $GOOG $SOFI $TSLA $PINS $DIS $ABNB $PANW $AMD $GTLB