$IBRX The NMIBC data looks very strong to me. I wouldn't be surprised if FDA grants fast-track designation. The biggest problem is the $300M convertible note is due Dec 2022 with a conversion price of $5.47--which likely means dilution coming one way or the other. #biotwitter

$RCEL My top medtech play for 2023. Label expansion into soft tissue reconstruction and vitaligo should be major catalysts in 2H. $165M MC, $85M cash, no debt, low cash burn, conservative management.

$STXS Possible breakout--or not. Either way one of my top medtech picks for 2023. New MAGiC catheter, mobile robot, and MicroPort partnership should be transformative catalysts. Low cash burn and prudent management means low chance of dilution.

$RCEL Breaking out nicely. A little surprised at recent strength as catalysts a ways off, but not complaining. Should get very interesting in the second half of 2023 and into 2024.

$RCEL Solid earnings call. 37% YoY rev growth. No surprises and continued solid execution. Expect some pressure on EBITDA in Q2/Q3 as they ramp sales force, but should stabilize with strong positive momentum going into late 2023/early 2024.

$KPTI (L) Starting to think they could (usual caveats) be setting up for a positive surprise in high risk r/r MDS In prior quarters, mgmt rarely touched on the indication In Q4 call, they highlighted eltanexor several times (lower blood brain barrier penetration and IC50

$RCEL Share price got well ahead of revenue growth, so pull-back wasn't unexpected. I used the opportunity to buy back my covered calls. Launch of RECELL GO device (expected Q1 2024) should be an inflection point for sales/revenue growth in burns & soft tissue.

$PDSB A lot of confusion based on a questionable tweet, but to my eye, interim results of PDS0101+pembro still show clear mPFS and 12-month OS advantage over pembro mono. Nothing has changed IMO.

$INTC $NVDA Though NVDA GPUs hold the AI crown today, it will be very interesting to watch how the race for neuromorphic processors could shift the balance of power over the next years.

Re-entered $EDAP on recent weakness. $EDAP $STXS $RCEL all highly de-risked and fit perfectly into my biotech/medtech robotics & automation theme. Long all three.

$RCEL IMO today's update adds significant risk in the near-to-mid term. In their 8-K filing, management did not rule out the need for a pre-approval study, so caution is probably a good idea until we have more information.

$MIST (L) $91M EV, $89M cash, access to $75M in non-dilutive royalty funding, and LT debt of $48M is convertible. 8.5% insider ownership and 72% institutional ownership. Expect NDA filing in PSVT this month and P2 results in AFib-RVR to be presented at AHA conference in November.

$IBRX Resubmits BLA for anktiva in both BCG-Unresponsive *and* BCG-Naive NMIBC. Unless I'm mistaken, this would make them a 1L option in NMIBC. Received CRL earlier this year citing CMC issues. Long IBRX.

$CHRS Nice win with tori approved in all lines of therapy for NPC. With J-Code in place and leveraging existing Udencya sales org, I see no reason tori shouldn't quickly become SoC. Long CHRS.

Jonathan Faison Thanks Jonathan Faison. I hope it's ok if I share the full post--just to avoid losing any context. 🙏

🧵 THREAD: A federal whistleblower just dropped one of the most disturbing cybersecurity disclosures I’ve ever read. He's saying DOGE came in, data went out, and Russians started attempting logins with new valid DOGE passwords Media's coverage wasn't detailed enough so I dug