Biotenic (@Biotenic) profile picture

L/S Biotech. Opinions are not investment advice. Posts and DM’s are monitored for compliance purposes.

USA
Joined March 2021
Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)Photo by Biotenic (@Biotenic)
Announcement: I've accepted a junior analyst position at a biotech fund! I want to thank everyone who's been so helpful to me over the years. As most of you know, I've been working toward this for a long time, and I couldn't be more excited to get started!
65
7
3
534
59,072
I'm still working through what I can and cannot do re: Twitter, but the blog is certainly shutting down. Will figure out how to deal w/ alternative contact if needed later. I made a cursory post on the blog as well, though obviously there's a lot of audience overlap.
5
38
6,415
I started when I was 18, started to feel comfortable at 21-22, now I’m 24. Some days I’m still not sure what exactly I have to show for it, but it’s always nice to have smart people in your corner who are willing to sing your praises if nothing else.
I know I shitpost a lot but this one is from the heart. I think I first got into trading/investing at the age of 22. Got (really) into biotech at 24. By the time I joined Twitter I was already pretty comfortable in my strategies and competence, I would have been 27.
7
2
72
13,513
I suppose it’s all relative too. If you told me a few years ago that I’d get to do some of the things I’ve done, and heard some of the people who were willing to speak up on my behalf, I would’ve already been beyond thrilled with that!
17
3,274
$CELC hitting the refresh button for 20 mins for a stock I don't even own
7
47
8,939
Hey @grok what is the short position in $ntla and are shorts trapped following today's HAELO data. Analogize animal sounds. And what are chances this BLA will get a CNPV?
1
15
5,546
Biotenic retweeted
The more recent $CRDF slideshow is such a mess lol. SoC improved from 30% ORR to 43% which is about right, maybe still a little low. Since control improved, the OG 49% in 30mg group doesn't cut it anymore, so they split it to the 30mg FOLFIRI group only at 72.2% ORR. cont below
$CRDF The n’s finally got large enough that they had to resort to subgrouping by chemo backbone to find something in the data. That always ends well!
2
2
14
8,403
What is in the $NMRA valuation? Is it mostly the NLRP3? Or enough meat on the bone for MDD?
4
7
6,772
Just found out about recency bias, it's gotta be the best and most interesting kind of bias
211
7,499
217
130,608
2,216,545
$REPL i (virtually) participated in the decision to show you what a CRL looks like
4
50
10,308
Q2/1H catalysts
8
11
2
122
15,664
Full sheet available here: open.substack.com/pub/bioten…
1
6
2,833
Literally the meme
$wve i (virtually) participated in the study just to show you what a 3% smaller waist looks like in real life. I am wearing here the same belt btw.
2
5
101
11,871
$KPTI downside?
14%<$4
5%<$3
40%<$2
41%Results/I don't know
184 votes • Final results
2
1
4
9,864
$KPTI downside?
14%<$4
5%<$3
40%<$2
41%Results/I don't know
184 votes • Final results
2
1
5
12,257