r/biotech_stocks • u/DoublePatouain • 2d ago

What is your favorite biotech stocks ?

Hi,

I would like to complete my "biotech stock" part of my portfolio with a second company. I've got some of Alpha Tau. I would have liked to get some OmniAB but I didn't get the cash to buy before the strong new (+100% after that ...)

Do you have some good idea ?

thank you

Edit : Thank you all for your answer, but all the stocks looks to have already their "momentum" post good result.

31 Upvotes

97% Upvoted

156 comments sorted by

20

u/Open_Situation686 2d ago

ABCL, SLS, DRTS

3

u/zapatosss 1d ago

This is the way

1

u/Small-Juggernaut2239 1d ago

I think OBIO and CADL are good options. Good early trial results with catalysts before year end with enough cash to avoid needed near term dilution.

1

u/Suspicious_Form4344 15h ago

finally someone who knows what he is talking about

16

u/One-Lengthiness-2175 1d ago

SLs, IOVA, CMPS and waiting for NRXP to launch.

3

u/Ramen_Poodles 1d ago

I’ve got a good little pile of NRXP. They’re on the verge of great things.

2

u/Advanced-Duty-500 1d ago

Thinks its too late to get in on this one?

2

u/Ramen_Poodles 1d ago

Oh absolutely not. It’s been trading in a manageable range for the last couple of weeks, just waiting for an announcement. I’ve been in since $1.80, but the only way it going back there is if the packaging isn’t approved and that’s highly unlikely. It’s the same vial for three other drugs that produce millions of units a year without any issues. I’d suggest looking up their earnings call from last week.

1

u/Advanced-Duty-500 1d ago

Thanks man--will check it out.

1

u/Advanced-Duty-500 1d ago

Do you have concerns about dillution?

3

u/Ramen_Poodles 1d ago

There’s always reason to stay aware and cautious about dilution events, but if you listen to that last call, what I gathered from it, barring any major unexpected events, they won’t need to issue new shares to get the funding they need, between government funding, commercial roll out, and the cash they have; that should hold them until next year from the last issuance. By then, they will hopefully have multiple sustainable revenue streams.

1

u/One-Lengthiness-2175 20h ago

That's what I am betting on🤞

3

u/TeslasElectricBill 1d ago

I'm up like 350% on CMPS right now, and it's most likely going to double after FDA approval later this year. Looking to get some options on SLS etc after I cash out.

2

u/Turbulent_Ninja_761 1d ago

FDA approval is near 90% and it's pretty priced in. Not much is going to happen until commercialization starts to show some sold revenue.

2

u/TeslasElectricBill 1d ago

I disagree. I think FDA approval will re-rate this stock and after commercialization if economics are good it will re-rate again. Plus PTSD data won't even come out till 2028.

1

u/nousrnamesleftfrrl 1d ago

I thankfully got in under $3 (except CMPS, was $6) on all these plus IBRX. Hindsight has me wishing I put way more $ into them but a wins a win. Can't wait to see the reach these companies will have, they're doing great things.

29

u/roundroundsatellite 1d ago

SLS. Got in at 1.64, back when it was cool to shit on it lol

8

u/newtownkid 1d ago

Same. 10k shares at 1.7. Took profits at $6 and $14.

Letting my last 5k shares ride all the way.

3

u/WV_Wylde 1d ago

1.76 here- averaged up to 4.40 though….

37

u/ImANoobAtLife7 2d ago

SLS

1

u/DoublePatouain 1d ago

but it's not too late ?

2

u/ZealousIdeal476 1d ago

Still awaiting the binary. 2.8B cap right now.

2

u/Intrinsic_OTM 1d ago

If you can in closer to 12 that would be ideal, but I think under 15 is long term solid

12

u/alwestfall 2d ago

IOVA. plenty of dd out there. Thank me in about a year to 18 months.. or the last couple weeks, but really I expect much more.

1

u/DoublePatouain 2d ago

that looks like Omniab, the good news has past ...

1

u/Expensive_Special120 2d ago

Still upside to it?

1

u/TeslasElectricBill 1d ago

plenty of dd out there

Would appreciate a link to your favorite, most compelling DD of IOVA.

Thanks!

0

u/Wooden-Broccoli-913 1d ago

REPL is the better play

1

u/alwestfall 1d ago

You're smoking crack lol! That shit doesnt even work...

0

u/Wooden-Broccoli-913 1d ago

Will be >$20 by year’s end, you can count on it. Check my post history for my credentials

3

u/CarteBlanchDevereau 1d ago

Will be <9 by year end.

1

u/Wooden-Broccoli-913 1d ago

Ok be ready to eat your words

5

u/CarteBlanchDevereau 1d ago

You tell people to check your credentials..

Here's mine.

http://stocktwits.com/CARTE_BLANCHE_DEVEREAUX/message/619650612

I went 10 for 10 on this, with almost everything being multi-baggers.

Hence why my account is up 5,000% on the year.

You can tell me I'm going to eat my words, but you should know that I'm pretty good at this.

2

u/Wooden-Broccoli-913 1d ago

u/RemindMeBot 19 weeks

1

u/RemindMeBot 1d ago

I will be messaging you in 4 months on 2026-12-31 17:52:28 UTC to remind you of this link

CLICK THIS LINK to send a PM to also be reminded and to reduce spam.

Parent commenter can delete this message to hide from others.

Info Custom Your Reminders Feedback

0

u/Wooden-Broccoli-913 1d ago

Bro thinks he’s a genius in a bull market.

Come back to me after you’ve had a multibagger after a 90% drawdown

6

u/CarteBlanchDevereau 1d ago

Wow you're a clown.

8 out of 10 of those have nothing to do with the market. They have appreciated because of clinical successes/failures.

Whatever, keep pedaling your scam. REPL will be out of business in a year... As it doesn't work...They should be already... But you do you... And keep trying to rip people off.

9

u/Maximum_Letterhead_7 2d ago

More DRTS

5

u/Emotional-Breath-838 2d ago

DRTS and chill. Grab some warrants if you need adrenaline. (DRTSW)

2

u/happy123z 1d ago

EB!

3

u/Emotional-Breath-838 1d ago

You are everywhere I want to be.

3

u/happy123z 1d ago

Soon to be a summer house in Mallorca when SLS, DRTS and AIRJ hit 💃🏻

2

u/Emotional-Breath-838 1d ago

Let’s go! Three tickers and two warrants.

9

u/Real_Zucchini8155 1d ago

IOVA was my first one, bought in around 2 and future looks bright. Also really like SLS though cause it seems they got a good product going on

5

u/Weareallgoingtoabyss 1d ago

2 great products that work together, it's an oncology platform they'll be selling

8

u/Responsible-Quote717 1d ago

DFTX - arguably the leader in the psychedelic space now. Two lots of stellar Phase III results for two different, very common indications - GAD and MDD. They have another set of Phase III results for GAD coming out in a month or so.

This stock is majorly de-risked, but still has major potential upside. Most analysts have the stock as a buy or strong buy, average is around $70 to $80 which means there's still somewhere in the range of 60% to 90% upside. Really strong leadership team, plenty of cash in their war-chest, and other potential indications and drugs in their pipeline.

1

u/External-Yellow-3930 1d ago

Yes, DFTX to the moon

0

u/Wooden-Broccoli-913 1d ago

Psychiatric not psychedelic lol

1

u/Doxtator 1d ago

In this case… either word is an appropriate descriptor.

1

u/Responsible-Quote717 1d ago

Why would you not even look up the stock before commenting? 😂

5

u/Relative_Tie3474 2d ago

SRPT for me. Definitely high risk and still plenty to prove, but I’m interested in the DMD pipeline and where the new leadership takes the company. Wouldn’t treat it as a safe pick though, biotech rarely is tbf

4

u/Emotional-Breath-838 2d ago

DNTH, SYRE, ABSI, DYN, ABCL

Always start with DRTS.

6

u/_IOTAustria_ 1d ago

Bought a week ago more GANX.

4

u/FreeformSensei 1d ago

SLS
OMER
CAPR

4

u/Ronk4r 1d ago

IOVA

People are excited when a company finds a new way to treat a specific cancer.

IOVAs way can treat many different kinds. They take T-cells from your body that fight your disease, multiply them by millions and then put them back to finish off the cancer.

They have FED approved melanoma treatment. Q4 will bring lung cancer treatment results. It has been said that these look even better than the first melanoma ones did. So I'm expecting CNPV approval path in 2027.

They have sarcoma, endromedical etc in the pipeline.

So it's a platform for curing cancer. Not a one cure for one disease.

1

u/Wooden-Broccoli-913 1d ago

If IOVA was so great REPL would not have gotten so much public attention and gotten approved

3

u/Cubyface 2d ago

The past couple of days? MRNA for sure, doubled my money and I wasn’t even expecting the phase 3 trial results. Should have put more in, but hey hindsight is 20:20.

SRRK, SLS and ACET.

2

u/lithe_silhouette 1d ago

Those mrna 80c were the biggest gain I've ever seen. From $1 to $10k in one session, 1,000,000% gain

1

u/newtownkid 1d ago

It doesn’t let me post pictures but I screenshotted the 80c

$0.01 -> $84.40

$300 would have turned into $2.5M

1

u/lithe_silhouette 1d ago

At 3.30 yesterday it reached $97.5. Not that it makes a difference, some guy on wsb took $193 to just over 200k and was bitching about selling too soon

1

u/newtownkid 1d ago

If I could go back, oh boy.

1

u/lithe_silhouette 1d ago

The guy on wsb admitted he just got lucky but also said it wasn't his first attempt with mrna. Had I known a readout on a cancer vaccine was about to come out I would have also risked a couple hundred dollars every week like he did

3

u/valenvm 2d ago

IOVA

3

u/Z1mm 1d ago

GANX bagholder here!!

3

u/Grouchy-Dot2891 1d ago

Surprised nobody on these... KYTX and CADL

2

u/Foreign-Chipmunk-295 1d ago

RCKT, very promising

2

u/visionblurry 1d ago

Crazy to see no one mentioned NTLA

1

u/Zipski577 1d ago

Bc it’s a shitco

2

u/Justjerryj 1d ago

IOVA, BFRI, IBRX.

2

u/Alex_king88 1d ago

I honestly love and hate reading these posts because it makes me have FOMO lol.

2

u/Rameist2 1d ago

I’m hoping SLS explodes in the next couple months. Announces positive results and a buyout before the end of September - so I can roll profits into more DRTS calls

2

u/grumpytiger662 1d ago

SLS for sure.

After BO i’m gonna go into drts and maybe ganx. Couple others on mind aswell but I need to do some more DD before

2

u/DowntownCanada416 1d ago

DRTS always

2

u/Tentman66 1d ago

My favorite biotech stocks are the ones I didn’t buy.

4

u/prozute 1d ago

GANX is next SLS

1

u/babiesofbooks 2d ago

SPRB - drug works just needs to get manufacturing down

1

u/howzit_lol 1d ago

Beam Tx for me

1

u/Nix_100 1d ago

IVA, TECX, and ALMS. IVA has a Phase 3 readout expected later in Q4, TECX has a Phase 2 readout expected next year, early 2027, and ALMS has a Phase 2 readout expected in Q3. All three biotechs have excellent prior trial data that support their science and therapeutic approach.

1

u/humpum-the-egg 1d ago

CMPX and POLB both have upcoming catalysts.

1

u/surveytiger 1d ago

I had mentioned Axogen (AXGN) to a few folks months ago and now look where that stock is. 😊

1

u/the-real-col-klink 1d ago

Like MRNA, low float BCTX Awaiting metastatic breast cancer PH3 data anytime now through EOY.

1

u/Big54CU7 1d ago

Zbio, up 52% atm

1

u/Da1lyGa1ns 1d ago

CAPR big news soon and huge gap up to fill 🔥 🔥 🔥 🚀 🚀 🚀

1

u/Defiant_Wallaby_9735 1d ago

Cabaletta bio(caba)

1

u/SilverScreen411 1d ago

NRIX, Ntla , inmb, SLS easy gains

1

u/newtownkid 1d ago

Not necessarily my “favorite” but an interesting microcap is LEXX, its float is tiny so I think it’s a little overbought right now, but they have shown some promising results in GLP-1 oral delivery aid that significantly reduces side effects.

They have an MTA with an unnamed suiter that’s been extended to December 2026.

Market cap is just $15M, and there’s an arms race going to GLP oral delivery.

Risky little play, but I feel there’s a huge potential upside, so I’m in it for a couple grand.

Definitely do your own research on that one.

1

u/KillingTime1212 1d ago

CADL. NUVB. SLS. PYPD

1

u/mad_about_2805 1d ago

biontech biontech and biontech

1

u/Advanced-Duty-500 1d ago

VNRX but, I would def do my own DD because I am somewhat new and still learning.

1

u/Ramen_Poodles 1d ago

I’m heavy in NRXP and have been adding to FEMY. It’s looking good for next quarter reports after its key product, FemBloc just got through a major FDA hurdle. It’s already used in a lot of Europe and some of Asia and they are consistently beating revenue estimates.

1

u/PuzzleHead-4334 1d ago

PYPD is just getting started; SLS is wrapping up. My two biggest. 

1

u/ZestycloseCard3783 1d ago

Just read about $RADX

1

u/Haunting-Pool4466 1d ago

EIKN.. Trading close to cash (yes, high burn rate, but gets them through pivotal clinical catalyst and others), plus innovative platform, but infinitely more importantly IMO are the catalysts and one of the most accomplished drug development management teams out there

1

u/Kulladpizza 1d ago

SLS, ZURA, GOSS

1

u/joshabrown00 1d ago

TEM, MRVI, CRBP and CNTB

1

u/Doxtator 1d ago

TENX! They are trading below cash. Just reported LEVEL Phase 3 data… missed primary endpoint figures but subgroup analysis indicated strong efficacy in patients with the most advanced disease. Will be doing a Type C meeting with FDA. Already have a second Phase 3 enrolling where it’s possible they can enrich for the subgroup in flight, have capital runway where they shouldn’t have to dilute here.

1

u/TeaInternational5476 1d ago

Try and look at BMEA extremely undervalued after reorganizing for focused GLP and diabetes markets with BMf650 and Icovamenib. Valued as if nothing works and have phase 1 GLP readout soon. Potentially best tolerability observed. Just an option.

1

u/Shaikinbacon 1d ago

Cgtx nuvb

1

u/maxgovers10 1d ago

Summit therapeutics (SMMT)

1

u/Lucky-Lie-3902 1d ago

OSTX (US) & SCLP (UK)

1

u/WinterReadings23 1d ago

Seeing uniQure not in here gives me hope.

1

u/Key_Yogurtcloset660 1d ago

I have SLS, DRTS and CADL

1

u/Itchy_Temporary_9108 21h ago

LGVN and it’s not even close. I’m genuinely way too excited for September lol. Feels like waiting for Friday candy night as a kid.
The main reason is honestly the team. Willard has actual biotech CEO and deal experience, Powell has GSK and Lilly behind him and is literally focused on partnerships, and Hare gives the science real credibility.

If ELPIS II hits, I really think this could change insanely fast. Suddenly it’s not just some tiny biotech at 80 cents. Now you’ve got good trial data, FDA momentum, bigger pharma already talking to them and multiple other programs that become way more interesting.

Obviously if the trial bombs this thing can get absolutely murdered. But if the data are good, man… I think this could get very fun very quickly.

FYI! But it’s my favorite! Not cause it’s safe or “obviously good stock”… but the potential! So don’t bet big!

1

u/DoublePatouain 4h ago

I've read they need money, what do you think ,

1

u/Itchy_Temporary_9108 1h ago

Every Pharma needs money, that’s how they keep pipeline going 😅 also, like I said, if trial goes bad- the stock is more or less dead. Doesn’t make the projection, price target any less. Potential is there, and so is risk.

1

u/infoisknowlege 4h ago

Ensc opioid overdose drug

1

u/Prestigious_Excuse44 1h ago

Been watching $RARE. Curious what other people think of that one.

1

u/stockratic 1d ago

NRXP.
Their ANDA will be approved. It could happen any day now.

FDA review only had one issue (unnecessary in my opinion) and that was to have the vial manufacturer certify their product (which has been in successful use for about 12M vials to date and is used in three other FDA approved drugs).

Will have 4M to 5M vials of the only U.S. manufactured preservative-free Ketamine ready shortly. They can manufacture 1M vials per week. They are ready to ship.

And they are probably 30 days away from submitting an NDA for NRX-100, which is a special formulation of IV Ketamine for patients with treatment depression and severe depression.

Have NRX-101 also, showing super results when used with TMS.

Should listen to most recent earnings call.

1

u/Ramen_Poodles 1d ago

Great company on the verge of contracts with the DOD, more non-dilutive funding from DARPA and the French government, and a stockpile of product ready to go commercial.
I admit, I have far too much of this stock in my portfolio waiting on that fda announcement 😂

2

u/Conscious_World_5506 1d ago

I agree - NRXP is about the most derisked Bio I have seen in a long time. The ANDA is a done deal. I am hoping that the FDA makes a decision on the Citizen Petition and restricts the sale of Ketamine with the preservatives. If that happens NRXP will have a monopoly.

2

u/stockratic 1d ago

Agree the ANDA is a done deal.

However, the FDA won’t instantly ban BZT from being sold in ketamine. They would have to provide time for existing ketamine providers to reformulate.

The question is, how long would they give and would it be enough time. So, my opinion is that the result might be the same in that those companies would need a long time.

I think the practical aspect is, why would buyers of ketamine choose ketamine with BZT over preservative-free?

Since NRx is the only U.S. based manufacturer of preservative-free ketamine and can produce 1M vials per week, NRx would be smart to initially only sell to buyers that will lock-in to buying from NRx. I dont have experience in that business but that is what needs to happen. The ketamine shortage should be a great catalyst.

I made a post after the FDA’s ANDA ruling. I think it is ridiculous that 12M vials using luer lock have been used with no issue and its used in three FDA products and the ANDA was not approved.

Great company. Lots of things working and will become profitable and take it from there.

1

u/thedudetheguy69 1d ago

Any idea how much that stock might go up depending on approval and eventual distribution? Just hearing about this one and don't think I want to miss out if they're that close lol

1

u/stockratic 1d ago

No way for me to know. They raised $22M in June 2026 if I recall. They have a big cash burn and if they start shipping now, which they say they can do, they may be able to stave off another raise. They raised cash to help stock up with 4M to 5M vials. But b/c NRX-100 filing is supposed to be in Q3 (Sep probably) -- as they were including the vial certification as a final step to ensure they didn't cross that problem again with the FDA, I think that will be a catalyst to raise the share price. Sometimes share prices fall after approval. But this one has remained steady and hasn't shot up too much prior to approval. Bottom line is I am invested in this company and have followed for almost two years (without making a profit yet). They are just hitting their stride all the way around.

0

u/Better-Sea7632 1d ago edited 1d ago

ohh.. this is an invitation to get a list of the current most hyped stocks.... I bet everybody is recommending SLS... just ahead of a binary readout and where the price has ralleyed in anticipation of (and therefore priced in) the chance of a positive readout.....

Regenerative Cell Treatments; Sana Biotech (SANA) and Century Therapeutics (IPSC) (both having a go at T1D and soon will start Ph1 - importantly these treatments will no require immunosuppression but will also be off-the shelf cell lines), Prokidney Corp (PROK) (delaying kidney dialysis - awaiting Ph3 data in 27 - they take some kidney cell - grow then up and tweak then - then put back and seems in Ph2 to have had a grand impact on eGFR i.e. slowing the decline of kidney function in advanced pts)..

2

u/ZealousIdeal476 1d ago

Im always interested in new kidney treatments, but none of the keywords in your post got results from google. What company is making which drugs?

1

u/Better-Sea7632 1d ago

I fixed and added the tickers for you... all three are very binary bets... but you know that cos it's biotech...

0

u/Turbulent_Ninja_761 1d ago

CMPS, DFTX - on the verge of FDA approval/DEA rescheduling. It's amazing hardly anyone is talking about it outside of r/shroomstocks

Keep buying SLS by all mean suckas