$RVMD Another BTD, for elironrasib, RAS(ON) G12C inhibitor, for KRAS G12C-mutated locally advanced or metastatic NSCLC Such BTD can shorten the time to approval.

$ABVX How many time you wake up and see +560% in one of your positions? Good for the biotech in general bc some of the profits can go to other tickets We need more positive surprises like that

$MLTX Can the data in Sep be as explosive as $ABVX? Probably not, MC is 3.6B vs ABVX 660M before data. But still huge upside is possible Primary is HiSCR75. Any delta >20 will make it a gold standard in multy $BB market Plus safety and convenience- GLP1 type of small injector

$XBI is -2% YTD My account +123.05% YTD Each jump in the chart is a BO ($ITCI $BPMC $VRNA) The last smaller jump is $ABVX Just 2% of portfolio initially but still had an impact Imagine what jump some with much larger ABVX holdings like Adam May or Seedy19 have👍

$KRYS Jeune Ph1 KB304 data for Moderate to Severe Wrinkles of the Décolleté Look fabulous. Delta to placebo is >70% at all timeline points

$ABVX Capital raise looks solid, $64 shows strength I like the comparison to $IMGN and $RXDX I would add $RETA, $VRNA, $SWTX, $CERE, $LBPH just to name a few with strong raise before BO Note, all of the above stocks have been aquired in due course

Good reminder $CYBN data anytime now, probably early August At MC 180M I would expect a lot of excitement with good data I am ready with mainly options - Nov 5c, 7.5c and 10c Just to lower the risk that for some weird reason the market doesn't like the data

$CYBN Below is how to handle a data release It can be applied to any other cases Example Buy shares . and Nov 5c Blair.40 Calls breakeven is 8.30, 4% above current price If stock goes >8.80, sell the shares If good data, buy shares @5 in Nov If bad - max loss 3.30 Hope it helps

$MLYS Waiting to see $AZN full set of data Aug 29 to Sep 1. They alredy reported w/o details that they met primary and secondary endpoints IMO AZN data will be inferior to MLYS bc of lower selectivity, plus MLYS safety will be better Aug 29 looks MLYS catalists to play

My approach is outside of what derivative trading is teaching Note, it is designed to manage the risk in investing, not to make more money! I learned hard time that to succeed you should just avoid flops. If you cut the losses and let the winners deliver, you win year after year

$JANX (NP) Good science but need a lot of patience. Still too early regardless of analysts recomendations Still waiting JANX to hit my $15 target x.com/Andre_AGTC/sta…

$VRTX sodium channel for pain is a huge success Now is $PRAX to show if their NaV 1.7/1.8 channel works in FOS and DEE

$KRYS DEB treatment approved in Japan VYJUVEK was approved by US in May'23 and by EU in Apr'25 Now they cover all major markets EU approval will start adding to revenue in Q3'25, Japan approval - in Q1'26

Trade war update EU and India are pending

$HIMS to be investigated

$VTGN This tweet is aging well Cool +60% and counting Stiffel has $12PT, my target is modest $20 (based on "scientific" analysis of past stock movements, like the jump to 25 in Aug 2023 w ph2 data)

M&A Monday next week? Let's see what is going to be aquired For sure something I sold this week. $ABVX (sold out at $70, from $10 avg. I like the round numbers) $RNA just sold out at $37 from $30 I followed others in these tickets, not deeply attached to them - EC-EG

He is showing the power of long term commitment "Investing is about psychology, a disciplined plan, and consistently building positions in high-conviction stocks" I only disagree wrt options. You can apply the same strategy using long deep ITMs Not for more gains but for safety