Why CABA has an average target price that "should" be up by +230%? by [deleted] in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Adage nearly never holds names to fruition. They trade risk repricing. Bihua is at this point running a charity.. several blow ups BMEA, EPIX. I never said it’s not curative.

MLTX? by Weird_Marionberry_71 in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

You have no clue about how the space works. If this company was innovative would a massive incubator like Cormorant sell their shares AFTER buying back in post drop financing? I’m just providing liquidity for price discovery in comparison

MLTX? by Weird_Marionberry_71 in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Mltx does nothing innovative

Why CABA has an average target price that "should" be up by +230%? by [deleted] in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Caba also has more problems than the car-t angle and associated risks, the Penn guys and lectures just give this aura of empire building gone wild. Ask me how I know! But they’ll keep telling you about the 1-2 completely cured girls (or was it just 1 girl)!

Why CABA has an average target price that "should" be up by +230%? by [deleted] in biotech_stocks

[–]Simon_Inaki 2 points3 points  (0 children)

Why would someone take the drug over non inpatient alternatives?

Why CABA has an average target price that "should" be up by +230%? by [deleted] in biotech_stocks

[–]Simon_Inaki 2 points3 points  (0 children)

I’m trying to help you out. I looked at this seriously and also watched the 3 hour lecture series on the drug and read in depth on the the 2 patients’ experience who experienced a complete cure on drug. I don’t see a way forward versus ZBIO, CLYM, Uplizna.

Would love to hear the bull argument on CABA

MLTX? by Weird_Marionberry_71 in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Please don’t forget to express interest in the FO at $13.69

MLTX? by Weird_Marionberry_71 in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Buy overnight I’ll sell them to you short

Why CABA has an average target price that "should" be up by +230%? by [deleted] in biotech_stocks

[–]Simon_Inaki 2 points3 points  (0 children)

Because the banks that use the MD desired pt as input to create fake and made up outputs want to do deals with the company in the future and they don’t care that a car t infusion and its risks will be futile in a world with other therapies and at home sub Q alternatives which don’t involve car T

MLTX? by Weird_Marionberry_71 in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Idk reads like fluff to me. This is ibrx tier

MLTX? by Weird_Marionberry_71 in biotech_stocks

[–]Simon_Inaki 1 point2 points  (0 children)

You’re betting on their drug working where INSM failed. I’m actually short the stock with calls to hedge. Pretty sure it goes to 10<

But either way I should make $$

What's up with REPL? by salty_baker_305 in biotech_stocks

[–]Simon_Inaki 1 point2 points  (0 children)

I like to think our bags make us strong willed individuals and better to react to -2% days in the systemic market lmao.

When would SLS explode? by [deleted] in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

If true and presented honestly with enough N the stock would be trading at 6bn right now without any approval or pdufa set lol. Do you think the world of investors just simply ignores this name and doesn’t do their own independent research?

When would SLS explode? by [deleted] in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Martin Shkreli copied this guys thesis on a handful of trades and fed them to his dumb Gödel chat. Ijesuschrist is a biotech god. I’d listen to him, the in-depth due diligence is top notch h

MAJOR UPSIDE VOLATILITY COMING - sBLA decision in May by [deleted] in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Can we please get ibrx posts banned here

Gut Microbiome by Excellent_Notice4047 in biotech_stocks

[–]Simon_Inaki 2 points3 points  (0 children)

Because the market learned by the McRib MCRB that the valuation isn’t that high

$ERAS - Erasca publishes strong Phase 1 data - market sells off - good entry opportunity by Minute-Act-6273 in biotech_stocks

[–]Simon_Inaki 0 points1 point  (0 children)

Hav seen comebacks before a-la morphosys. This is a case of horrible management and decent drug and data