Sublime
An inspiration engine for ideas
BIOTECH VS. PHARMA
A biotech is a pharma company thatās āunencumberedā by revenue.
That can mean more focus, greater speed, and more flexibility..
..but it can also mean fewer resources, less institutional knowledge, and more risk.
Ou... See more
Dennis X. Hux.com
The team that invented protein LLMs has $26M more to continue advancing state of the art, and partnerships with AstraZeneca, Bristol Myers Squibb, and Takeda worth $550M+ in upfront and milestone payments + royalties. @fiftyyears led the pre-seed and supported every round since. https://t.co/5N58ffWzVx
List of approved Gene Therapies
**best selling is ZOLGENSMA w/ 2021 ~$1.4B Revs https://t.co/fsNh706DHv
Iāll share my chaotic biotech ideas -
- longevity for endangered species
- mining parasites for drugs
- immune profiling tests showing all diseases youāve been exposed to
- geoengineering with biological substrates
- mass sequencing of extinct species to find new metabolic pa... See more
Dr. Shelbyx.comBiology
Becca ā¢ 3 cards
Ikarian Capital- Bio Hedge Fund Q1 Holdings
Top Holdings:
$SRPT
$ITCI
$RXDX
$IMVT
$ATXS
$MRK
$BBIO
$AXSM
$BBIO
$RETA
$BMEA
$TERN
$PCVX___LI... See more
My junior year of college I had a summer internship at Elliott (incredible experience and everyone there was so gracious with their time) and all of the interns (I think it was 8 of us) had to pitch an equity to a PM.
Had been trading in and out of biopharma / biotech during college so had a baseline familiarity with ... See more
Marcus Milionex.com
$BYND has earnings 5/10 after hours. Last one setup a 30%+ move on earnings beat. Will likely play with small size like $CVNA. $CVNA isnāt over yet imo. But $ALLO still #2 most shorted with CAR T cell therapy data expected early June, my fav setup rn https://t.co/3YcSdQGLNO
Curious how some of the 36 biopharma-focused hedge funds' top 20s are doing? šāāļø
Some of the hedge funds top 20 favs YTD moves: š³
š
$RETA 360%
$OLMA 252%
$IRON 210%
$ISEE 93%
$ACAD 74%
$IDYA 61%___LINEB... See more