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BiotechMD

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Summary

Sector Biotech
Content Type Commentary
Website Twitter
Paywall No

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Average Rating 8.0
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Ranking 707

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$QURE anyone know why the Jun options IV jumped so much today?

June 13, 2023, 9:33 p.m.

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$APLS wonder what is going on?

June 5, 2023, 4:57 p.m.

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$IOVA 60 days from 24Mar PR of BLA submission was yesterday, 23May, so where's the PR?

May 24, 2023, 3:20 p.m.

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$APLS but sure seems that APLS PDUFA approval accelerated deal timeline -- so I suspect $ISEE approval/label details (SPA/FT/priority), which could come much earlier (by July?) could do the same thing for catalyzing APLS deal

May 23, 2023, 12:20 p.m.

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$APLS unclear to me now if BP holding out for $ISEE label/APLS J-code/sales trajectory or IF APLS holding out on taking an offer b/c of promising launch to appreciate premium for potential deal -- the unknown being WHEN the Astellas bid raise/ISEE acceptance moment will happen

May 23, 2023, 12:15 p.m.

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$ISEE 14A detailing BO shows multiple global pharma in the water mainly for partnerships (but also for BO) - but hard to read through for $APLS considering approval and promising launch - but you know there are fish circling the waters

May 23, 2023, noon

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$APLS rebounding like a deal is going to happen in the next couple of weeks - someone always knows + $ISEE label and small CMC CRL risk so best interest for all parties to get it done

May 16, 2023, 6:12 p.m.

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$APLS I think if this deal gets done, it's going to get done very soon and/or by EO Jun b/c of ISEE approval/label risk, which could come early like July. Both parties will come to some agreement.

May 16, 2023, 1:41 p.m.

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$APLS poll results (below)

May 16, 2023, 9:18 a.m.

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Retweeted post by @BiotechMD
BiotechMD
APLS BO Price (based on promising launch):

May 16, 2023, 9:12 a.m.

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$ISEE SPA/Priority Approval could come early (July? label?) so $APLS take out price/"strike while iron hot" pressure "IF" it gets done (possibly soon per twitter poll (NFA) $ALNY, $AMLX, $APLS, $ARGX, $ARQT, $BGNE, $BMRN, $BPMC, $IMCR, $INCY, $KRTX, $MDGL, $MRTX, $NBIX, $RYTM

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BiotechMD
APLS BO Price (based on promising launch):

May 16, 2023, 9:11 a.m.

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$APLS

BiotechMD
APLS BO Price (based on promising launch):

May 12, 2023, 5:52 p.m.

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APLS BO Price (based on promising launch):

May 12, 2023, 5:32 p.m.

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$APLS there may be no BO imminent but if it happens in the next month or two (before Aug $ISEE PDUFA), it will likely take $100 to get it done as there's >1 BP interest per >1 sources w deliberations ongoing per Bloomberg:

April 27, 2023, 1:57 p.m.

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$APLS Will APLS buyout happen and if so, when? (ARVO ends this Thur) $ISEE

April 25, 2023, 3:49 p.m.

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$APLS $ISEE Any ophthalmologists here to interpret the significance of their respective PRs? (beyond the obvious)

April 23, 2023, 11:08 p.m.

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$APLS $ISEE What will happen to the ISEE if APLS is bought out and vice versa, what will happen to APLS if ISEE is bought out first? Interesting as ISEE less than half MC and 19Aug PDUFA not that far away...

April 23, 2023, 12:14 a.m.

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$KRTX COO sells 65% of his shares (though partly granted option exercise) - probably no imminent buyout

April 20, 2023, 11:38 p.m.

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Replying to @Jonathan Faison

@jfais20 @DmitryKovalchuk My bad typo.

Jonathan Faison
@_BiotechMD @DmitryKovalchuk they axed/cancelled 2L MF for seli eltanexor remains on track in r/r MDS, enrollment completed for interim OS analysis and was highlighted several times in Q4 call (usual caveats, could be a dud, but again in prior quarters they rarely mentioned it whereas this Q tone more…

April 19, 2023, 10:37 p.m.

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Replying to @Jonathan Faison

@jfais20 @DmitryKovalchuk $KPTI re: near term MDS data, I thought they cancelled that 2L trial per yesterday's call? That was a shocker to me as it was going to read out as early as July.

Jonathan Faison
@DmitryKovalchuk cheers, I think that was a logical action here. If one wants to be very prudent, could buy half of desired exposure here then wait for near term MDS data before taking further action (derisking event)

April 19, 2023, 9:39 p.m.

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$APLS IF APLS buyout were to happen in near future, at what price would it need to be at for company to accept? ($2b peak global sales estimate I believe) $ISEE $RXDX $MDGL

April 5, 2023, 3:20 p.m.

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$APLS for what its worth, per Ortex, APLS SI has increased from 11% on 1Mar to 14% of float as of today. So short interest increasing rather than decreasing after Bloomberg report. Interesting.

April 5, 2023, 3:15 p.m.

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$APLS APLS Buyout timing? (keep in mind early sales number early May earnings call): $ISEE $BBIO $RXDX $MDGL

April 4, 2023, 8:47 a.m.

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$AMLX anyone know when EU approval decision will be, specifically, beyond 1HY company guidance?

March 22, 2023, 3:51 p.m.

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$KRTX traded at190 pre-E3 data, and post-E3 decent data, settles at 182, then PR of PO and it drops to 161 where it is priced but only 2.5m shares (only 7% of 34m O/Ss) - not much dilution - seems to me this should correct back to 170s - but logic is shaky in this market

March 22, 2023, 11:41 a.m.

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