#Biotech enthusiast, Founder of @BiotechTVHQ, KC native, @univmiami hurricane.🧬🙌
Dec 29, 2022 • 11 tweets • 4 min read
🧵 Here are 10 amazing things that happened this year in #biotech.🧬
1. A HER2 targeting antibody-drug conjugate's stellar data redefined how breast cancer is categorized and offers a new treatment option for a large percentage of those with breast cancer in the future. fiercepharma.com/pharma/asco-as…
Apr 13, 2022 • 19 tweets • 2 min read
Biotech has been depressing lately, but some positive things have recently shown signs of life:
1. ARGX APLS raising $$ on data. 2. Hated IGMS gets a nice deal. 3. SRRA and ATRS M&A.
4. REGN is a buyer and scoops up neglected CMPI
Aug 5, 2019 • 5 tweets • 2 min read
I give J.P. Morgan credit for being the only firm on the street cautious on Mirati. When was the last time so much value was given to a drug w/ no data? Piper analyst just now says the stock could go to $200 w/ great data at the triple. Well, what happens if it’s not so great?
With the exception of JPM, the entire sell side is taking a FOMO approach to talking about this thing.