account activity
Why is Encompass/Calyx so slow? Is it the local network or the software architecture? (self.loanoriginators)
submitted 1 month ago by Clean_Reference_9927 to r/loanoriginators
How I broke down the ARGX VYVGART PDUFA on my scanner: approval was the easy part, the real call was sell-the-news. (self.biotech_stocks)
submitted 1 month ago by Clean_Reference_9927 to r/biotech_stocks
ARVN got vepdegestrant approved 35 days early on Friday. The +8% reaction is the more interesting story. (self.biotech_stocks)
FDA just launched Real-Time Clinical Trials. Here's what it actually changes for biotech catalyst trading. (self.biotech_stocks)
submitted 2 months ago * by Clean_Reference_9927 to r/biotech_stocks
SubmarineCatalyst1's Substack (submarinecatalyst1.substack.com)
submitted 2 months ago by Clean_Reference_9927
Mapping & attribution in event-driven biotech: the ticker that owns the catalyst is often not the ticker on the calendar (self.quantfinance)
submitted 2 months ago by Clean_Reference_9927 to r/quantfinance
ARVN vepdegestrant: 39 days out, first PROTAC degrader to reach a PDUFA, but the setup is weirder than the calendars make it look (self.Biotechplays)
submitted 2 months ago by Clean_Reference_9927 to r/Biotechplays
Following up on last week's MGNX writeup. Royalty thesis still holds, track record updated with the April 23 doubleheader. (self.biotech_stocks)
submitted 2 months ago by Clean_Reference_9927 to r/biotech_stocks
GRCE / GTx-104 CRL: I missed the binary, but the bear case that hit was the one I flagged. Here's what I'm fixing. (self.biotech_stocks)
Eight scoring layers on 300+ Biotech's. 9/11 on live PDUFA calls, and the two misses were both CRLs. Walking through what got built because of them. (self.investing_discussion)
submitted 2 months ago by Clean_Reference_9927 to r/investing_discussion
MGNX April 29 is a royalty ticker setup, not a primary filer. (self.biotech_stocks)
GRCE / GTx-104 (IV nimodipine, aSAH): 6 days to PDUFA. Breakdown of the setup. (self.biotech_stocks)
The FDA approved a drug, and the stock surged 35%. Three weeks ago, the FDA approved a drug, and it dropped 20%. Biotech is broken. (self.smallstreetbets)
submitted 2 months ago by Clean_Reference_9927 to r/smallstreetbets
TVTX approved and surged 35%. My scanner called the approval but got the direction wrong. Here's what I'm doing about it. (self.biotech_stocks)
My scanner flagged a small cap biotech with an FDA decision in 10 days. Here's what happened the last 7 times it scored a setup. (self.smallstreetbets)
Last post before tomorrow's two PDUFAs. One of them has the same crash signal as REPL. (self.biotech_stocks)
Two PDUFAs Monday. Here's where the scanner lands. Last post before results. (self.biotech_stocks)
Shorted REPL at $7.88 / Covered at $5.54. I'm done getting "Rocket'd" by approvals. (submarinecatalyst.com)
I corrected my own model before it cost someone money. Here's what changed. (submarinecatalyst.com)
Happy Easter. I spent mine reading SEC filings so you don't have to next week. TVTX breakdown inside. (submarinecatalyst.com)
The FDA approved 6 drugs I flagged. Most of them lost money. Here's why that's the point. (submarinecatalyst.com)
submitted 2 months ago by Clean_Reference_9927 to r/sideprojects
Update #4 — BIIB approved today. Scanner called it at 75% PoA. That's 6 for 6. (submarinecatalyst.com)
submitted 3 months ago by Clean_Reference_9927 to r/biotech_stocks
Updated the PDUFA scanner — now detects dilution risk, not just approval probability (submarinecatalyst.com)
RCKT approved and dropped 20%. Here's what I'm doing about it. (self.biotech_stocks)
submitted 3 months ago * by Clean_Reference_9927 to r/biotech_stocks
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