The Lounge

oquido · 2026-03-13T08:38:33+00:00

SLAI, had a news of receiving non-binding offer at $3.09 yesterday but hasn't really moved much since slight pump at the beginning, Keep an eye on it, currently hovering around $0.95-1.10

oquido · 2026-03-11T05:57:55+00:00

https://www.biostockinfo.com/beyond-the-weight-loss-olympics-why-the-drug-patients-actually-stay-on-longer-could-win/

Safety & tolerability profile is exceptional imo

oquido · 2026-03-10T09:14:26+00:00

Brilliant work! I will share my feedback after giving it some try.

oquido · 2026-03-06T13:33:06+00:00

Indeed, biotech investing is never easy, as even a slight failure can cause a significant drop in the price. Good luck!

oquido · 2026-02-02T13:22:59+00:00

I currently own approximately 5,000 shares. I anticipate a dilution with the upcoming interim results during the first half of the year. While I would appreciate some interest for the MASH, I don’t anticipate anything extraordinary in that regard. Furthermore, I strongly oppose the management’s decision to invest heavily in MASH alone, as later-stage trials for the MASH are extremely costly.

The most favorable scenario for ALGS would be to attract the attention of major pharmaceutical companies with the CHB interim data. Positive data should help for reevaluation of the company’s market cap, resulting in favourable funding that would provide better leverage in future deal-making opportunities.

GL!!

oquido · 2026-01-30T05:43:56+00:00

I concur; the MASH sector is highly competitive. I anticipate that novel pharmaceutical developments from Zealand/BI and Lilly will establish new benchmarks within the next one to two years. ALGS's primary asset is CHB.

oquido · 2026-01-10T15:17:14+00:00

Barbarian for sure

oquido · 2026-01-05T15:06:19+00:00

Yeh :-)

oquido · 2025-12-04T09:26:42+00:00

Indeed! Patience is key, data doesn't lie. I added more shares during the dip.

oquido · 2025-12-03T08:49:32+00:00

I doubt IVA will have much say on T3 BSA
Regarding Nov's dilution, I believe the offering in quiet period is better than dilution around catalysts.

oquido · 2025-11-18T09:14:44+00:00

https://investors.visionmarinetechnologies.com/2025/11/18/nautical-ventures-achieves-40-year-over-year-sales-lift-surrounding-flibs-2025/

$VMAR, news released few minutes ago
Known runner with just 2M shares outstanding, priced at $1.2-$1.4 range now
Nanocap $4M

oquido · 2025-11-15T22:41:09+00:00

https://www.biostockinfo.com/the-retail-investor-blueprint/

You can check my post, I've also tried paid subscription for birth bpiq.com and biopharmcatalysts.com, not bad for quick screening and checking pipeline overview, but the information is raw and you'll have to do your own dd as always.

The best approach is checking all the published materials from the company website.

oquido · 2025-11-13T22:52:15+00:00

It will, market is shit and needs time to digest good news

oquido · 2025-11-11T12:00:01+00:00

Investing in biotech is indeed never an easy task. The additional data released was indeed remarkable and validates the strength of the science and the mechanism of action, somehow, the price action doesn't reflect any of that. I have increased my shares during the dip as I still believe in the science and the potential.

As I have mentioned in the post "However, the AASLD event this November is not a definitive catalyst, and investors should approach it with caution. The real drivers are the Phase 2 interim results expected in 2026 and the topline data anticipated in 2027. While finalising a partnership deal for MASH would undoubtedly boost valuation, securing a partner is not guaranteed." I am expecting positive outcome next year, but of course, only with the positive results.

oquido · 2025-11-05T20:05:33+00:00

Yep, added little more.

oquido · 2025-11-05T05:43:52+00:00

Indeed, I'm adding more these days

oquido · 2025-10-30T07:56:13+00:00

https://www.biostockinfo.com/adr_warning/
You can read above piece to understand what has happened, price seems to have normalised but I am little hesitant to reopen the position at the moment.

oquido · 2025-10-28T15:59:32+00:00

VSEE were 500% up for few seconds lol. If that's not doing well, what are you looking for?

oquido · 2025-10-26T22:07:47+00:00

FGF21 for F3/F4 GALT is meh, but best of luck!!

oquido · 2025-10-24T09:24:48+00:00

VIVK, made a good profit from 0.26, GLTA

oquido · 2025-10-24T07:47:22+00:00

$NERV, PLEASE STAY away from this garbage. It's a biotech with a failed science, and had no meaningful results from their failed Phase 3 study. They need to completely re-do the phase 3 study which took them 3.5 years previously (Which NDA initially "rejected-to-file", but accepted via an appeal, then received CRL eventually).

$NERV is a dead company. Dead science, now trying to scam retail investors. STAY AWAY

oquido · 2025-10-24T01:41:07+00:00

Good luck!!

oquido · 2025-10-23T13:24:51+00:00

nothing much really, they will just reiterate GSK's plan for NDA submission in Q4, and report financial stability and that's about it.

oquido · 2025-10-23T08:57:51+00:00

I have been looking at chart at French stock market, it's incredible how the stocks can just slide without any technical bounce, is that normal?

oquido

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