$1,000 follows their calls into $856
Keith Abrams@DeepSouthDoctor$VIR Re-bought full position at $10. I believe they'll have best-in-class data for HepD at YE/Q1, like the rest of their pipeline, and like the vote of confidence that partners like Norgene, AST, and GILD have shown. Enough cash for 2 more full years, no debt.
Keith Abrams@DeepSouthDoctor$ZURA - bought full position. A new name for me until @A_May_MD tweeted it - kudos to him for sharing such a detailed analysis. Did my dd and agree w him that the r/r at these levels is enticing. I like the show of confidence in lead drug via starting a 3rd (Ph2) indication.
Keith Abrams@DeepSouthDoctor$LYEL - bought 30% more at < $7.40 as it hit 52-wk lows w a negative EV. Ronde-cel w RMAT, data update Q4, final pivotal 3L+ data Q327, with head-to-head Ph3 2L trial current. 2nd drug to beg pivotal next yr w Ph1 updated res this Q. Promising data to date. Insiders own 35%.
Keith Abrams@DeepSouthDoctor$HROW - re-bought at $28. Will try to be patient and hold long-term, because in the long-run this is an impressive growth biotech company with increasing market share and profits - trends that should be in place for years to come.
Keith Abrams@DeepSouthDoctor$SPRB - re-bought full position at $43. EV of ~ $30m, will file NDA this Q for rare disease drug. FDA interactions have been positive, and gets Priority Review Voucher if drug gets approved in indication with no approval. tx. Sales price of PRV worth > 1.5x current market cap.
