JT3 (@Joshthe3rd_) header
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Always learning from mistakes and always adapting. https://teapaw.org/t.co/ddEatJXh6c (Charts + Notes posted here as well)

Antarctica
Joined February 2021
Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)Photo by JT3 (@Joshthe3rd_)
*Updated* 500M+ Biotech Public Offerings 2024-2026 (6/20/26) added (CYTK) I will create a new one at YE. $XBI
1/ 500M+ biotech offerings 2024-2026 $XBI ABVX - 743M PO at 64.00 (2025) INSM - 750M PO at 96.00 (2025) PCVX - 1.3B PO at 103.00 (2024) PCVX - 632M PO at 50.00 (51.00) VKTX - 550M PO at 85.00 (2024) IONS - 500M PO at 43.50 (2024) RVMD - 750M PO at 46.00 (2024) RVMD - 1.65B PO
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$TCRX cash through end of 2027. Preclin data for in-vivo tumor asset in q1 2027. If they can't raise then will be forced to strat alt. We wait for now.
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$XBI despite the carnage still maintaining a decent trend on the daily. Should retest the 200MA daily though.
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404
Days of the old XBI are behind us. Now the index has higher quality commercial/p2/3 names flush with cash. We will have dips, but willing to bet they will be less exaggerated then the ones in the past. Though high risk clinical biotechs 100% got nuked and look like the old XBI.
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$DTIL 🥳
Replying to @Joshthe3rd_
This can be a sign of a bigger move to the upside to follow. And considering both seemed to avoid the liquidations knife pretty well + PRME gaining momentum, I like the r/r. I did work on DTIL, but am catching up on my DD for edit.
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ah thats what I missed $YARW did the first initial merger offering at 7.06
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$KRRO kind of reminds me of similarities to $RGLS.
Been thinking about all the early stage ADC biotech M&A that has happened over the last few years. I wonder if early stage RNA editing bios are next.
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365
$VRDN 008 data in Q4
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$XFOR $KRRO catalysts a long ways out but are in tight weekly ranges.
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$TNXP retarded management. Just nuke the pipeline and focus only on TNX-4800. Are they trying to compete with $BHVN for having the most worthless bloated pipeline?
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$SNGX Cash to 2Q 2028. Looking for strategic alternatives. 0.31 in net cash per share. High chance they will do a reverse merger. Only interested in it if it drops to the 0.15 - 0.20 area.
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$ENTA as well doing the same
$EDIT $DTIL both riding the MA100 weekly pretty tight.
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$EDIT $DTIL both riding the MA100 weekly pretty tight.
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This can be a sign of a bigger move to the upside to follow. And considering both seemed to avoid the liquidations knife pretty well + PRME gaining momentum, I like the r/r. I did work on DTIL, but am catching up on my DD for edit.
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$EDIT tight range
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27% short interest. Tight range + cashed up is a deadly combo for a slow squeeze data runup.
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October Chart Roundup (With Thoughts) joshthe3rd.substack.com/p/oc…
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$ARTV lets see how fast Ra Capital reverse merges this or liquidates it.
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