$1,000 follows their calls into $874
- Win rate
- 40%
- Streak
- —
- Best call
- No call read in the last 30 days
Basket now
4 positions · Oct 19- ADAG3%
$1,000 follows their calls into $874
financebully@financebully$nktr flop as expected.

Adam May@A_May_MD$NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis… The ISR brain damage done to y’all by those Lilly legal documents really is wild. Good biotech
financebully@financebullysold the last of my remaining $eras position and pivoted into more $bbot and $anl starter. great run and wishing new $eras holders much luck 🤞- very likely to be a strong player in the growing ras inhibitor space.
financebully@financebullywhile many seem to have just discovered $eras on biox, i recently reposition my eras 10x+ profits into a growing $bbot position. fdmc: $700m ($7.50/sh) pro forma cash: $350m catalysts: 2h’26 ph1 updates for all 3 clinical assets (pan-kras, kras g12c, and ras-pi3k) team: ceo
financebully@financebully$celc gedatolisib officially approved 3 days ahead of pdufa. @celcuity caught by surprise given no immediate pr. brand name revtorpyk. the label is as broad as it gets: approved "with or without palbociclib" for pik3ca wild-type hr+/her2- mbc. fda greenlit both the doublet and
financebully@financebullywhile many seem to have just discovered $eras on biox, i recently reposition my eras 10x+ profits into a growing $bbot position. fdmc: $700m ($7.50/sh) pro forma cash: $350m catalysts: 2h’26 ph1 updates for all 3 clinical assets (pan-kras, kras g12c, and ras-pi3k) team: ceo
financebully@financebullyand only a $1.7b mc. i'm already up 300% on $eras from summer buy. much more room to run. sold half and realized 2x profit. remaining position is just gravy.
financebully@financebullyfinally back above water on $vstm. still appears very undervalued with their niche commercial asset + potential bic g12d selective inhibitor. fdmc ~$620m ($6/sh) / cash ~$150m. $bbot $eras $anl $rvmd
financebully@financebully$vstm hidden value: 2 remaining genfleet ras options as part of partnership. gfh276 (pan-ras) just showed 3x potency vs $rvmd ‘6236. ⬇️ dose may = ⬇️ rash & combo risk (like $eras $anl). pivots vstm from niche lgsoc play to a pan-ras & g12d kras major. fdmc: $625m / cash: $200m