Sublime

83% of public biotech stocks debuted in the last 10 years, Biotech is a 'survival of the fittest' industry, Only the strong survive and cash is the lifeblood, But the problem with the current batch of #biotech #stocks is...🧵 Chart f... See more

Top holders of 2023 biotech M&A Targets (via SVB Securities) https://t.co/qpdepfwcV3

Bain Capital, RTW and Atlas Venture backed new obesity co $VKTX https://t.co/qRWvSAmTPg... See more

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

A reason to love #biotech is for the rare instances when a company approaching the end (low stock price; near "death") can generate >20x return in a few, or even 1 year! Here are some examples: Who will be next? #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/GFT38IAaIO

Baker Bro’s is the largest Biotech Specialist Fund based on its publicly traded holdings, It holds 104 stocks worth about $19.9 bil, The Top 4 are 85% of the portfolio: $SGEN, $BGNE, $INCY and $ACAD, To put the funds size in perspective consider this…(1/X)🧵👇 https://t.co/Hk9SPHC10U

A new position in David Poppe’s Giverny Capital - Medpace Holdings, providing clinical trial tests for small biotech companies. The founder owns 17%, stock at 25x PE. $MEDP The link to the full Q3 letter in reply. https://t.co/5ktdHceiDS

🧬 Biopharma 𝕏 Weekly Recap 📝 Interesting posts/ppl to check out! 👇 🚨 @yaireinhorn Biotech sector shrinks as public biotech companies drop 15% since 2022 📉 » https://t.co/G11bvicBe5 🔬 @GeneInvesting Side-by-side comparison of Casgevy (SCD) vs. Nex Z (ATTR) ⚖️ » https://t.co/COArMTr7ra 💊 @Pharmdca Class effect or same drug mechanism? 🔄 $LLY & $VKTX, $AKRO & $ETNB, $DRUG & $LBPH » https://t.co/oe3sKCf2xV 🧬 @Biotech2k1 RMB39 from $RXRX shows potential in breast & lung cancer 🏥 » https://t.co/1L8Njc4IxO 📊 @KNielsen2000 $NVO P1/2 SC Amycretin data in obesity 🏋️‍♂️ » https://t.co/BG5UhG5Wat 🎯 @BiopharmIQ Ph2 & Ph3 readouts in Q1 2025... 📅 » https://t.co/Qhyf0MizBA 📢 @BioStocks $AKRO reports significant F4 reversal in MASH study ✅ » https://t.co/L0C7E2M5lN 💰 @Andre_AGTC $MDGL/$AKRO relevant – Market expectations on pricing? 💲 » https://t.co/Pwf413WqVI 🔍 @avidresearch $RVMD G12D inhibitor shows strong efficacy & safety 🔬 » https://t.co/0eu0drLjUt 👀 @Biotech2050 Roche Ocrevus plateauing—watch $TGTX Briumvi in 2025 📉 » https://t.co/pnwppii5JV 🧑‍⚕️ @BowTiedBiotech NASH LANDSCAPE 🌍 $ETNB $AKRO $MDGL $VKTX $NVO $LLY $MRK $ALT $IONS $ARWR $GSK $IVA » https://t.co/n0C4aHqGWO 🚑 @doepke_michel 2025: A big year for liver disease in biotech? 🏥 $MDGL $VKTX $AKRO $MREO $KRYS $ARWR $WVE $INBX $ZEAL » https://t.co/zCpND7baLX 📖 @DueDoctor The Baker Brothers’ $4B biotech playbook: 5 key lessons 💼 » https://t.co/1Bh5OYDxkl 💪 @Gantosj $SRPT's GTx strong long-term durability with 5-year NSAA gains 🚀 » https://t.co/TIot6FuMre 🎥 @HOThomasWPhelps Breakdown of how $CRVS #soquelitinib differs from mAb therapies in treating atopic dermatitis 💊 » https://t.co/0ThPtQTG6m ⚡ @JamesEKrause $AXSM FDA approval for SYMBRAVO, eyes next Alzheimer’s decision 🧠 » https://t.co/WiMsUbIxcY 📈 @jfais20 $IOVA: Shorts missing the big picture or bulls overestimating? 🤔 » https://t.co/Jc7oMNCP3s 📊 @learnbiotech Investors should be aware of "p-hacking" strategies used in data analysis ⚠️ » https://t.co/fJgBKvgpow 📉 @paras_biotech Obesity Comp in a single "crowded" graph... 📊 » https://t.co/DytokNu52Y 🏆 @Quantumup1 Stifel reiterated $IOVA Buy-$21-Top Pick 📢 » https://t.co/N9RkezFi2E 💸 @semodough $TGTX: Buyback potential or market mispricing? 🤨 » https://t.co/ECx9xEQXqn 🔬 @shelbynewsad Chaotic biotech ideas: From longevity to extinct species sequencing 🧬 » https://t.co/8lMShwj1VG 📊 @TomSilver39 Cowen: Biotech stock picks for a strong 2025 in uncertain markets 💰 » https://t.co/BZikkuOeKB ... See more