$YORK Somehow I ended up owning a sh*itload of $YORK. Jokes aside, downside is limited until redemption. As for upside? Trump + dumb coin qualifies as an ‘investment thesis’ for me🤡

2 weeks can make quite the difference $XBI $BBC Market tailwind helped, but still looks like decent outperformance vs $XBI (+4%) and $BBC (+4.5%) so far $NBY ($2.41) → +164% …don’t want to talk about this one. $MGNX ($1.93) → +28% Nice price action so far. Trimmed a little,

$NKTR on 🔥🔥🔥

$ABUS 2 months and +58% later. Sold everything except a lotto position. Boring ride so far. Love it 🔥 Not a legal expert ofc, but a positive litigation outcome could still bring solid profits from here at $4.95

$BCAB ($0.77) This basket turned out to be pure gold ✨ +105%. Haven’t sold a single share (hard though). What happened? - FDA alignment on P3 trial design for Oz-V in OPSCC (goal: advance with strategic partner) - Guidance reaffirmed: at least one late-stage asset deal this

$NKTR nice summary regarding the trial vs. $lly 👇

$NKTR Up more than 100% since Aug 16. Thanks for your attention to this matter. Nektar Presents New Data from REZOLVE-AD Phase 2b Study for Rezpegaldesleukin in Late-Breaker Oral Presentation at EADV 2025 app.quantisnow.com/insight/incann…

The post of the year award is closed. Nothing’s topping this 🏆 🦅

$QURE uniQure Announces Positive Topline Results from Pivotal Phase I/II Study of AMT-130 in Patients with Huntington's Disease Huge win for the Huntington’s disease community 🙏🏼 75% disease slowing at high dose. Outstanding! Both primary & secondary endpoints met. Well

$QURE Basket keeps delivering 😎

$EM Promised a boring stock, delivered a boring stock. $EM moved a bit (+8.5%) as we approach a Q4 decision. Did some reverse engineering to see if it’s worth keeping a position - spoiler: i have no clue. So, the expert I am, I’m aiming for the good old coin flip. NFA lol. PoS of

$BCAB ($1.21) Quick update since the stock’s soaring (up 55% since the last update and a 3x from the first post). What happened? Nothing new really. Per the latest PR, the company remains on track to complete the transaction by year-end. And Mr. Market clearly likes that. Keeping

$BCAB Company ‚remains on track to complete the transaction by year end‘ - that’s all I need to know for now. The new financing gives them enough breathing room until then. BioAtla Enters into Agreements for up to $22.5 Million Flexible Financing app.quantisnow.com/insight/bioatl…

$BCAB $40M deal for 35% of Oz-V. Pro forma net cash (end of Q1’26) ~$24M. 65% stake in Oz-V ≈ $74M. That’s ~$100M in value vs. a $44M market cap. I know it’s not that simple but doesn’t look that bad either. Sounds like free EpCAM upside to me app.quantisnow.com/insight/bioatl…

$CTMX Quite happy about those buys

$VKTX Investors right now

$KPRX - P2 data for KIO-104 and KIO-301 now expected in H1/27 and Q3/27 vs. “early 2027” previously - $17M cash and cash equivalents as of YE25 - Cash runway reiterated into late 2027 - NEW: KIO-300 with preclinical ex vivo PoC in epilepsy (+ additional phrase in the 10-K, see