Bottom-up biotech research, done for you. Live cockpit + AI deep-dive on every one of 500+ tickers. Built by an investor, for investors 🧬 Not financial advice.
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To those requesting the episodes to be uploaded now to @Spotify - find us here
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He owns a vineyard in Oregon. His portfolio is almost 100% biotech.
New podcast with Tom Mortimer of Le Cadeau Vineyard: the “biotech black sheep” framework, a +103% year, the stock that is 25% of his book, and why a businessman’s eye beats a science degree.
youtube.com/watch?v=0WolAgO6…
$LLY Omvoh (mirikizumab-mrkz) met its primary endpoint in the Phase 3 SHINE-2 trial for pediatric ulcerative colitis: 50% clinical remission at Week 52 among Week 12 responders.
$GSK Jemperli (dostarlimab) approved in US for MSI-H/dMMR locally advanced rectal cancer after registrational trial measuring no detectable signs of cancer at one year or more.
Germany's Merck buys Silence Therapeutics $SLN for $1.3 billion / $20 a share.
$EYPT DURAVYU Phase 3 LUCIA in wet age-related macular degeneration stopped for futility; non-inferiority on vision missed. No drug-related safety concerns.
Headline vs data: “serious retinal diseases” vs the primary endpoint was missed
$IRON Bitopertin met its Phase 3 APOLLO co-primary endpoints in erythropoietic protoporphyria (EPP), reducing whole-blood PPIX by 41.4% vs placebo (p<0.0001) and increasing monthly time in light without pain by 12.2 hours (p=0.0010) in 183 patients.
$EYPT DURAVYU (wet AMD), Phase 3: missed its primary endpoint — 38% reduction in treatment burden (nominal p<0.0001); 52% of eyes supplement-free; 71% receiving zero or one supplement up to Week 56; strong anatomic control.
$NVS Novartis stopped a Phase 2 trial of Fabhalta in lupus nephritis for strategic reasons.
$VTRS U.S. FDA approved RYZUMVI (phentolamine ophthalmic solution 0.75%) for presbyopia in Registrational studies.
$GUTS Revita met the six-month co-primary endpoint in the Phase 4 REMAIN-1 trial for post-GLP-1 weight maintenance, reducing weight regain after GLP-1 discontinuation: 5.1% vs 8.2% regain (mITT, p=0.0023).
The rule that stops you from chasing stocks. The XBI gives you another shot basically every year. @Sanctuary_Bio
#biotech #stocks #investing
FOMO. Survivorship bias. Anchoring. People spend years staring at charts and never spend the ONE afternoon it takes to learn the biases that
actually kill portfolios. @Sanctuary_Bio
#biotech #behavioralfinance #investing
$IBRX FDA approved ANKTIVA (nogapendekin alfa inbakicept-pmln) for BCG-unresponsive non-muscle invasive bladder cancer, a Registrational approval.
His top 10 positions are 56% of the book, BREADTH does the real work.
Wilson Cheung (@Sanctuary_Bio) on why evaluating MORE names beats falling
in love with your picks. Full episode on The Biotech Investor YT Channel.
#biotech #investing #portfolio
The sizing rule behind a +35% year: never lose more than 200 bps on a
single position. Handle the downside. The upside takes care of itself. @Sanctuary_Bio
#biotech #riskmanagement #investing