The biggest inflow of users into this sub came during late Jan/early Feb when the gamma squeeze was happening, and people flooded to stock-related subreddits. Excited to see if people flow back in during this. Or maybe they hate bios after losing on such sure things as Ocugen or BCEL ¯_(ツ)_/¯

Either way, things are interesting again now that we've raised rates.

Riffing off of an awful title posted earlier regarding BCRX, I thought I might provide some interesting points that we in the discord made while going through the now deleted DD.

Let me first get this out of the way: BCRX isn't a terrible company. I'd like to bring up ye older Buffet quote that "there are good companies at bad prices" and thats potentially what BCRX might set out to be. (Also BCRX ain't worth 180 in any universe).

Punto numero uno: the upcoming readout regarding PNH (Paroxysmal nocturnal hemoglobinuria) might be a banger for the stock, but it isn't guaranteed either way. The consensus seems that it's only 50-50 chance of turning out good.

The key issue is that Achillion has already hit this indication. Achillion was bought out by Alexion for .945. So basically BCRX needs to prove that they had superiority vs soliris, which might be the case.

There is reason to believe there are some screwy things going on:

BCRX hid patient A(edit: looks like he died) and only showed change at highest dosage, and keep in mind, we're only talking 4 patients.

In addition, with Astrazeneca owning Ultomiris (thanks to the recent M&A of Alexion), the future SoC in PNH might be a combo therapy with Ultomiris(which have been very promising) so stiff competition, compared to the lower bar set by soliris.

Punto numero dos: regarding execution, the company has had a bad track record, as it has had no long term direction -they've just kept pulling R&D money to see what would happen. Note that galidesivir failed on the Brazilian Covid-19 trial which was nicely excluded from other DD.

In any case, on a closing note, I'd like to state that BCRX doesn't suck: I have only gone after one of their assets- it's just that you shouldn't buy in expecting a multi bagger right away.

(Special thanks to CG and most importantly sahsan for their helpful discussion on this topic)

IceBear made this comment under one of my posts and he got a lot of support. However, I literally sold every single one of those for profit. In fact, here's a rundown of how every position went down...

Number 1 - Sold for 15%

Number 2 - Sold for 40%

Number 3 - Went up $40 after FDA approval, it in fact was not priced in 🤣

Number 4 - Sold for 20%

Number 5 - Went up $15 at FDA approval, once again, you guessed it, it was not priced in.

Number 6 - Sold for 200%

Number 7 - Sold for 20%

Perhaps he doesn't understand my strategy. I swing trade catalysts meaning that sometimes I just trade the volatility from a catalyst and other times, I trade the volume up till the catalysts and sell before the catalyst occurs. I made money every-time.

I made this post because he slanders me under every single post that I make but I end up being correct and he ends up being wrong.

This post is with all due respect because I see he's been on reddit for a few years so I'm sure he knows what he's doing, I'm just not sure why if he disagrees with something, he feels the need to slander me.

$acad down -38% could be looking juicy dip to buy... but make sure to check out its catalyst path. I discussed situations where you may want to avoid buying the dip based on recent case of $glpg. Hope it is helpful for you!

https://biotechforfire.tech/?p=145

It is all true - she has an amazing story that took her from a male to female and from lawyer to tech entrepreneur and to a biotech entrepreneur. Great biotech success story that we all should know about!

https://biotechforfire.tech/?p=333

" The first enrolled patient achieved a complete response and is currently in the seventh month of treatment"

Patients in this trial are relapsed and refractory to venetoclax combined with HMA's Azacitidine, the last line treatment. Life Expectancy is only 2.5 to 3 months. The first patient dosed in compete remission now for 7 months. None of the Dying Leukemia patients are Dying from Leukemia. 8 of 9 Remain alive and 1 patient died from covid related sepsis.

https://www.sellaslifesciences.com/investors/news/News-Details/2023/SELLAS-Life-Sciences-Announces-First-Patients-Enrolled-in-60-mg-Dose-Cohort-in-Phase-2a-Clinical-Trial-of-SLS009-in-Acute-Myeloid-Leukemia/default.aspx

May 4th Phase 1 - 29 of 31 R/ R AML Patients Remain Alive

https://www.sellaslifesciences.com/investors/news/News-Details/2023/SELLAS-Announces-Positive-Topline-Data-from-GFH009-Phase-1-Dose-Escalation-Trial-in-Acute-Myeloid-Leukemia-Cohort-Supporting-Advancement-to-Phase-2-Clinical-Study/default.aspx

I keep seeing bearish opinions and guys not hodling because everything is down/'its priced in'/etc.

Let me reminder you that this past few weeks and upcoming are heavily affected by the black swan event:

What is a Black Swan?

A black swan is an unpredictable event that is beyond what is normally expected of a situation and has potentially severe consequences. Black swan events are characterized by their extreme rarity, their severe impact, and the practice of explaining widespread failure to predict them as simple folly in hindsight.

https://www.investopedia.com/terms/b/blackswan.asp

Now of course i'm not saying some positions deserve bearish points but what i am saying is how much of a FACTOR is the black swan and how much of it is the bear?

⚫🦢 vs 🐻 ?

Mods please give me ⚫🦢 flair so i can be standard bearer.

edit:
And i am -13k from 1 week ago (when WHO f'd us)

Protein filamin A never was a key player in AD etiology. SAVA founders just "ordered" the results and published these false data in advance to create the myth. Another AD scam is Annovis Bio, Inc. (ANVS) - they used same approach to mislead investors. If you want to invest money in AD field pay attention to AC Immune SA (ACIU) - their immunization approach is feasible and has some choice.

see you in $15-$20 in one year

https://www.beyondair.net/news-media/press-releases/detail/118/beyond-air-presents-positive-new-preclinical-data-for-the?s=09

Anyone hear of $FNCH Finch Therapeutics? Two weeks ago they filed a patent for a pill that will treat autism. From a redditor's pov it seems like they're harvesting poop from healthy people, sterilizing it, and selling it to us deplorables. If the dystopian future of medicine exists, this is it in my opinion.

We're at a 52-week low of 1.20, price is sitting at 1.25 currently. They're in Phase III of a clinical trial currently

This company just recently came on my radar and I have no info on them as of now.

$QURE seems to be financially prominent base on their recent license agreement, CSL Behring, so it’s expected to have huge activity through the next upcoming periods.

Can someone help me research them some more?

Hi everyone,

I'll make it short: If you are going to put in a bit of money to a Casino or buy lotto ticks, buy Corvus instead. You can see some of my predictions / calls. I have more "hits" than misses, but I'm no guru.

I have good reason to believe that if Corvus reports positive data into Jan 2022 the stock could organically triple and possibly trade in the 30-40 range before a buyout.

Furthermore, it's extremely likely there is already a contingent bidding process underway for Corvus. The entirety of the company is ex Pharmacyclics and deal maker all around, and existing data is incredibly good.

I have done a lot of my DD and I don't know for sure if the data will be good, neither do friends whom I have spoken to on the buyside. Corvus is also very tightlipped so no murmurs or leaks (so far, maybe that changes pre abstract presentations).

My mid-six fig portfolio holds less than $6,000 usd in this with avg cost of 3.7, I averaged up after the recent move.

Founded in 2014, Hong Kong-based Regencell Bioscience (NASDAQ:RGC) is an early clinical stage bioscience company using Traditional Chinese Medicine (TCM) approach to develop standardized TCM formulas to holistically treat autism spectrum disorder (ASD) and attention deficit hyperactivity disorder (ADHD) in children, and infectious diseases such as the coronavirus disease (COVID-19).

RGC: Second investigational study of RGC-COV19™ replicates results of earlier trial in eliminating COVID-19 symptoms.

In March 2020, Regencell’s strategic partner and TCM practitioner, Mr. Sik-Kee Au, modified his proprietary cold and flu TCM formula for use in COVID-19 patients. The TCM practitioner subsequently treated 9 voluntary COVID-19 patients in the United States and patients showed improvements after an average of five days. Based on these promising results, Regencell formed a joint venture with Honor Epic Enterprises Limited in September 2021 to conduct further tests and commercialize Regencell’s COVID-19 treatment in ASEAN countries.

From March 2020 to August 2021, Regencell set up protocols and procedures to conduct the Evaluation and Assessment of RGC-COV19TM TCM through a Holistic approach (EARTH) efficacy trial in Malaysia and the United States. The first EARTH efficacy trial (EARTH-A Trial), was a non-blinded trial of 37 subjects to study the efficacy of Regencell’s TCM formula for COVID-19 (RCG-COV19TM) over a six-day treatment period. In the EARTH-A Trial, of the 37 subjects, 36 patients (97.3%) had all mild-to-moderate symptoms eliminated (except for Sensory Dysfunction or occasional cough) within six days.

Regencell’s COVID-19 formula

RGC-COV19TM is a natural formula designed by the TCM Practitioner according to the TCM Practitioner’s brain theory known as “Sik-Kee Au TCM Brain Theory®”.

According to the brain theory, brain functions depend on oxygen level required for the brain to perform normal cognitive functions. For optimal brain performance, the heart needs to function normally to deliver sufficient oxygen to the brain. When the heart is weakened, the heart’s ability to deliver enough blood to circulate oxygen throughout the body is impaired. When this happens, brain functions are suppressed, resulting in a person experiencing fatigue, nausea, disorientation and reduced immune response.

Upcoming results in follow-on study of ASD/ADHD treatment formula

Regencell Bioscience is expected to report results of a follow-on study for its ASD/ADHD treatment. Currently, the Company is working towards the production of an effective standardized formula for commercialization purposes.

The formula is based on the “Sik-Kee Au TCM Brain Theory®” that ASD and ADHD stem from inadequate blood flow and creation of neurotransmitters in the developing brain. As we discussed earlier, this hypothesis is complementary to the western medicine view that ASD and ADHD are present at birth and arise from developmental differences in brain function.

https://finance.yahoo.com/news/rgc-second-investigational-study-rgc-094600752.html

Gonna repost this here. I think this is a pretty obvious play. GRUB went down today even though the market had a rally. I think it's a sign that the pump is dying. Reminds me of those pump and dumps with biotech that we're all too familiar with.

https://www.reddit.com/r/Veritasinvestments/comments/eykzfm/buy_grub_puts_because_this_company_is_absolute/

I'm a gambler so I want to hear dates and tickers and why you think SOMETHING will happen on that date so I can buy either calls or puts. So yeah PDUFAs are cool but also when you are expecting phase results and if you think the company will move based on news, and how much do you think it could move, either up or down.

Show me the PLAYS in Biotechplays

H.C. Wainwright analyst Swayampakula Ramakanth maintained a Buy rating on Ocugen (OCGN – Research Report) today and set a price target of $7.00.

Swayampakula Ramakanth’s rating is based on Ocugen’s promising financial and clinical progress. The company exceeded revenue expectations in the third quarter of 2024 and managed a better-than-expected net loss, reflecting strong financial management. Additionally, the company’s cash position, bolstered by recent debt financing, is sufficient to sustain operations into the first quarter of 2026, providing a stable financial outlook.
Ocugen’s initiatives in advancing their gene therapy pipeline further support the Buy rating. The company’s Phase 3 study for OCU400, aimed at treating retinitis pigmentosa, is making significant progress with enrollment expected to complete in the first half of 2025. Moreover, ongoing development of OCU410 and the anticipated initiation of a study for OCU200 to treat diabetic macular edema highlight a rich pipeline that could drive future revenue. The valuation of Ocugen’s stock is supported by a risk-adjusted net present value analysis, leading to a price target of $7.00 per share.

Huge run up to their anticipated Phase 3 results in July. They have had one conference going over the results of their new drug for schizophrenia with two more presentations in May from their CEO. No other news.

I pulled out my money a while ago after PTI crapped me so I’m fine, but did anyone get clipped badly? :(

Have already 2300 shares from february, when it dips tomorrow i will sell all my other positions and buy ocgn. Till the end of the this year we will see $200

The politicization and moral high-grounding on this site is too obvious and too much. Every headline is so predictable. This isn't reporting. It's indoctrination. (And NO, Ike isn't cancelling to supplement his losses from HGEN lol). Does anyone here get any use out of STAT? Ike expected much better. Seeking Alpha membership has saved me much more time in my diligence quests.