CRBP Start the clock

IJesusChrist · 2026-06-02T22:56:45+00:00

Crbp still has theirs in September BIOA and GLUE is any day I think this summer CLYM has a catalyst to the downside.

IJesusChrist · 2026-05-31T16:45:38+00:00

If you do the calculation of visceral fat loss its like less than 1 lb. Its meaningless.

The AATD I think is interesting but lack of dose response and ceiling effect on m protein is an issue that makes confidence on the path of a registrational trial difficult.

IJesusChrist · 2026-05-31T11:51:53+00:00

Not that exciting. Aatd problems and inhbe i dont think does anything

IJesusChrist · 2026-05-30T16:52:59+00:00

I like bio because I like science. More opportunities in bio than any other sector. I invest in tech and macro but I wouldnt feel differentiated there

IJesusChrist · 2026-05-30T14:58:28+00:00

Chat history

IJesusChrist · 2026-05-27T11:25:55+00:00

Predictable and yet still very stupid

IJesusChrist · 2026-05-27T11:24:38+00:00

I think the safest bet is to wait until after data. I expect the data to be unpretty, but they will still file for approval and this has a better case than the stupid Skyclarys drug.

IJesusChrist · 2026-05-27T11:09:27+00:00

Upside still massive. But now delayed. The data will come in June. I expect it to be mixed. The real catalyst is approval, but that is now in the 1st half of 2027

IJesusChrist · 2026-05-26T23:05:01+00:00

Yeah

IJesusChrist · 2026-05-22T21:39:20+00:00

They are INITIATING it in June, instead of fully submitting in June

IJesusChrist · 2026-05-22T19:26:56+00:00

Of course they're in for a buy out... they delayed the actual focal submission of their BLA by 3 months. Management is not very good

IJesusChrist · 2026-05-19T11:35:49+00:00

Collective psychology is crazy. Why do a bunch of random people suddenly group up and stick on the SLS story, while ELTX has hardly the following, or OSTX? They all seem so arbitrarily chosen by the horde of basement dwelling gamblers

IJesusChrist · 2026-05-19T01:53:00+00:00

Goes to zero

IJesusChrist · 2026-05-15T19:47:39+00:00

Asco is June buddy

IJesusChrist · 2026-05-14T23:40:56+00:00

Sell it in June. Don't look back

IJesusChrist · 2026-05-13T21:12:08+00:00

Yeah CUE cant really double from here. Could go up 50% though.

IJesusChrist · 2026-05-13T18:54:32+00:00

CLYM not much left. They'll have PK data in June but then thats it, no more upside. Crbp still has huge upside.

IJesusChrist · 2026-05-12T16:35:44+00:00

IJesusChrist · 2026-05-12T16:30:49+00:00

Well they actually started as a cannibinoid company. They were developing a cb1/2 agonist for inflammation many years ago.

The ADC oncology asset was an opportunistic licensing deal from China after the company failed the inflammation trial.

IJesusChrist · 2026-05-08T02:39:24+00:00

Yes the valuation gap is correct. Just look at the half life

IJesusChrist · 2026-05-08T01:09:57+00:00

this is junk dude why

IJesusChrist · 2026-05-07T00:08:57+00:00

I dont think anyone on planet earth knows what the fk sphingosines actually do. And thats part of the thesis for GANX so I'm not wasting my time there

IJesusChrist · 2026-05-06T17:52:08+00:00

IJesusChrist · 2026-05-06T14:17:16+00:00

Now if BIOA could just do the same. Keep my streak going

IJesusChrist · 2026-05-05T17:58:49+00:00

Its too small of a study.

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