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Vk Profile picture
Vk
@biotechinvstr
Not investment advice.May have position in names mentioned.Opinions expressed strictly my own,not representative of my employer.Factcheck urself.RT≠endorsement
Sep 24, 2019 • 8 tweets • 5 min read
$GOSS weak. Consistent insider selling over past 2 weeks. Big under the radar binary approaching with NVS fevipiprant Ph3 having DIRECT readthrough to GOSS lead drug w/ same MoA. Analogous to how ANAB cut by 45% since REGN IL33 miss. Will put out some thoughts on that tomorrow-- $GOSS $1.3B market cap. Lead drug is DP2 antagonist currently in Ph2 for asthma.
The near term catalyst for the fate of the DP2 class is NVS fevipiprant Ph3 reading out in a few weeks clinicaltrials.gov/ct2/show/study…
Sep 3, 2019 • 9 tweets • 4 min read
$ADVM Interesting poll results.
58% believe there will be 0 or 1 rescue injections. Good opportunity to frame the *proper* data expectations given the high likelihood of yet another "positive" PR no matter how the data look First, some historical context.
ADVM-022 comes from the same Avalanche team that PR'ed "positive" results in 2015 and saw the stock down 80%. AAVL merged with Annapurna to create $ADVM but both Annapurna A1AT and HAE programs have since been shelved
May 20, 2019 • 20 tweets • 6 min read
Sizing up some 2Q biotech events and consistent theme emerging among many of them is the likelihood of spin/deliberate obfuscation/sleight of hand/bait and switch/general smoke and mirror confusion. So to avoid a $FGEN esque repeat, laying out some of the more obvious candidates- $IFRX - the most likely candidate to have a "announces positive data" headline?
Will it really be positive? Slim chance

Details, assuming they provide any, will be very very important. This is a team that has the gall to blatantly claim that THIS figure is highly stat sig (1/4)
Jan 7, 2019 • 10 tweets • 5 min read
Apples to apples $ALLK data suggests little differentiation versus ligelizumab, when using the standard UAS7 scale rather than ALLK's self-concocted UCT. Cash of $4.8/sh with lockup expiry coming Jan 15, nice time to shoehorn "positive" data PR $ALLK continues to get hit, one of the rare biotechs that escaped the December slaughter and despite recent decline sports a $1.8B market cap. Showed no differentiation vs Xolair in the first data cut despite easier patient pop. lockup just expired, stock catching up to reality