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NTLA: reached key resistance zonePrice has followed through strongly from the mid-term support outlined in the September update, moving directly into the target mid-term resistance zone. As long as the price remains below 30, I expect a near-term pullback below the 21dEMA to complete the first leg of decline. If, however, the price breaks out above the October highs, it would open the door for further extensions toward the 31–34 resistance zone in the short term. Chart: Previously: On bullish trend structure and support zone (Sep 26): Chart: www.tradingview.com On resistance zone and pullback potential (Oct 8 and Oct 13): Chart: See weekly review:
NASDAQ:NTLAShort
by artemfedorov
ANNX 1D - pennant before the next impulse?On the daily chart, Annexon Inc. is forming a bullish pennant after a strong upward move — a classic continuation pattern often signaling the next wave of momentum. The price remains above the 50-day and 200-day moving averages, with a golden cross confirming that buyers are still in control. The key support zone is $2.70–2.90, while Fibonacci targets sit at $4.29 and $5.69 if momentum continues. From a fundamental view , Annexon stays on investors’ radar as it develops treatments for neurodegenerative disorders - a risky but high-potential biotech niche. Tactical plan: wait for a confirmed breakout from the pennant. If buyers push through, the uptrend could accelerate fast. Remember - a golden cross doesn’t always mean golden profits, but it might this time.
NASDAQ:ANNXLong
by TotoshkaTrades
MNMD – MindMed | Bullish Setup in Psychedelic Biotech SectorMind Medicine Inc. NASDAQ:MNMD is emerging as a key player in the psychedelic-inspired therapeutics space, developing next-gen treatments for mental health and neurological disorders such as anxiety and addiction. 🔬 Clinical Highlights Lead candidate MM120 (a refined LSD formulation) is in three pivotal Phase 3 trials targeting GAD (Generalized Anxiety Disorder) and MDD (Major Depressive Disorder). Strong Phase 2b efficacy data backs the current trial progress. Cash runway through 2027 supports continued development without immediate capital pressure. ⚖️ Regulatory & Social Momentum Growing bipartisan political support—notably from U.S. lawmakers pushing for veteran access to psychedelic therapy. Institutional backing and changing public perception could accelerate regulatory approval and market entry. 🧩 Strategic Execution New leadership: Brandi Roberts (CFO) and Matt Wiley (CCO) add commercial expertise. Equity grants and talent acquisition efforts signal serious intent to scale operations for potential commercialization. 📈 Technical View Bullish bias above $9.50–$10.00 Target range: $14.00–$15.00 MNMD is aligning technical setup with strong fundamental and macro tailwinds. This makes it a name to watch closely in the psychedelic biotech space.
NASDAQ:MNMDLong
by Richtv_official
Can Machines Rewrite the DNA of Discovery?Recursion Pharmaceuticals is redefining the boundaries of biotech by positioning itself not as a traditional drug developer, but as a deep-technology platform built on artificial intelligence and automation. Its mission: to collapse the pharmaceutical industry’s notoriously slow and costly research model - one that can demand up to $3 billion and 14 years for a single approved drug. Through its integrated platform, Recursion aims to transform this inefficiency into a scalable engine for global health innovation, where value is driven not by one-off products but by the speed and reproducibility of discovery itself. At the core of this transformation lies BioHive-2, a proprietary supercomputer powered by NVIDIA’s DGX H100 architecture. This computational behemoth fuels Recursion’s ability to iterate biological experiments at a pace that competitors cannot match. In collaboration with MIT’s CSAIL, Recursion co-developed Boltz-2, a biomolecular foundation model capable of predicting protein structures and binding affinities in seconds rather than weeks. By open-sourcing Boltz-2, the company has effectively shaped the scientific ecosystem around its standards, granting access to the community while retaining the true moat: its proprietary biological data and infrastructure. Beyond its technological might, Recursion’s growing clinical pipeline provides proof of concept for its AI-driven discovery process. Early successes, including REC-617 (a CDK7 inhibitor) and REC-994 (for cerebral cavernous malformations), illustrate how computational prediction can rapidly yield viable drug candidates. The company’s ability to compress the time-to-market curve doesn’t merely improve profitability; it fundamentally redefines which diseases can be economically targeted, potentially democratizing innovation in previously neglected therapeutic spaces. Yet with such power comes strategic responsibility. Recursion now operates at the intersection of biosecurity, data sovereignty, and geopolitics. Its commitment to rigorous compliance frameworks and aggressive global IP expansion underscores its dual identity as both a scientific and strategic asset. As investors and regulators watch closely, Recursion’s long-term value will hinge on its ability to transform computational speed into clinical success - turning the once-impossible dream of AI-driven drug discovery into an operational reality.
NASDAQ:RXRXLong
by UDIS_View
ELI LILLY COMPANY - STOCK REPORTExecutive Summary Eli Lilly and Company (LLY) has delivered strong revenue and profit growth driven by blockbuster GLP‑1 therapies (Mounjaro, Zepbound) and continued pipeline progress in oncology and cardiometabolic indications. As of 26 Sep 2025 the company shows robust margins, strong free cash flow and a leading competitive position in obesity/diabetes. Key risks include increased competition (notably Novo Nordisk), formulary decisions (payer mix), pricing/regulatory pressure and execution risk in manufacturing scale‑up. Valuation is elevated versus the broader healthcare sector but appears reasonable relative to growth; a simplified DCF (base case) and comparable‑multiples view imply a fair value near mid‑single‑digit percentage above recent prices. Recommendation: Hold — favourable fundamentals but limited near‑term upside versus valuation and meaningful execution/competitive risks. 1) Key data & company overview Name: Eli Lilly and Company Sector: Pharmaceuticals / Biotechnology Primary market: NYSE (US) Ticker: LLY Brief business description Revenue model: Prescription drug sales (product sales), services (partnered R&D/licensing), royalties. Principal products: Mounjaro (tirzepatide) — T2D/weight management; Zepbound (semaglutide for weight loss comp’d), Trulicity, Humalog (insulin legacy portfolio), oncology candidates (investigational/approved). Geographic exposure: Global — largest sales in U.S., substantial Europe and row markets. Market & share metrics (most recent available — see sources) Market capitalization: ~USD 642–702 billion (source dispersion; SEC shares outstanding 946.46M as of 4 Aug 2025) Shares outstanding: 946,456,759 (per 10‑Q, Aug 4, 2025) Float: ~946M (per public filings) Last close (around 26 Sep 2025): ~USD 714–742 (sources vary intraday); use USD 714.59 (MLQ / market snapshots) as reference. P/E (trailing / consensus forward): TTM P/E ~49; next‑FY consensus ~30 (see market data). EV/EBITDA (market snapshots): ~38x (site snapshots). Price performance (approx., source snapshots to 25–26 Sep 2025): 1D: -3.7%; 1M: -4% to -8% range; 3M: -10% to -15%; 1Y: down ~20% from 52‑week high (use precise values in sources below). (Notes: market figures vary by data vendor; SEC 10‑Q provides authoritative share count. All market prices quoted are approximations from public market data as of 26 Sep 2025 — see Sources.) 2) Financial results — consolidated summary (historical 3 years + last 4 quarters) Sources: Eli Lilly SEC filings (10‑K 2024, 10‑Q Jun 30 2025), company press releases, market data sites (Yahoo/MLQ/FactSet snapshots). All amounts USD. Annuals (selected items; amounts in billions except EPS in USD) 2022 (FY): Revenue ≈ 28.3; Net income ≈ 5.16; Diluted EPS ≈ 5.41; FCF ≈ 8.0 (approx). 2023 (FY): Revenue ≈ 40.5; Net income ≈ 11.0; Diluted EPS ≈ 12.99; FCF ≈ 11.5. 2024 (FY): Revenue ≈ 45.0; Net income ≈ 10.6; Diluted EPS ≈ ~12.00; FCF ≈ ~12.0. (Notes: 2023–2024 saw large revenue step from GLP‑1 products; numbers approximated from company reports and market summaries—see Sources for exact line items.) Most recent four quarters (approx, Q3 2024 – Q2 2025) Q3 2024: Revenue ≈ 9.5B; Net income ≈ 2.2B; EPS diluted ≈ 2.32 Q4 2024: Revenue ≈ 11.0B; Net income ≈ 2.6B; EPS ≈ 2.73 Q1 2025: Revenue ≈ 14.0B; Net income ≈ 3.8B; EPS ≈ 4.2 Q2 2025: Revenue = 15.56B (company release Aug 7, 2025); Net income ≈ 4.9B; EPS (reported) ≈ 6.31 (last quarter’s EPS per consensus/press) YoY growth / trends (high level) Revenue CAGR (2022–2024): ~30–35% driven by Mounjaro/Zepbound launch adoption and price/volume mix. Net income: large increase 2022→2023; 2024 flattening due to investments, higher operating costs and mix. Q1–Q2 2025 continue strong growth. Margins: Operating margin expanded materially vs pre‑GLP era; recent operating margin ~35–38% (site snapshots). Net margin ~23–25%. Tabular snapshot Table: (Year | Revenue | Net income | Diluted EPS | FCF) 2022 | 28.3B | 5.2B | 5.41 | ~8.0B 2023 | 40.5B | 11.0B | 12.99 | ~11.5B 2024 | 45.0B | 10.6B | ~12.0 | ~12.0B Last 4Q (sum) 2024Q3–2025Q2 | ~50.1B | ~14.5B | (trailing EPS approx) 3) Balance sheet & liquidity (latest quarter Jun 30, 2025 unless noted) Key items (USD, rounded) Cash & equivalents: ~3.1–3.4B (per June 30, 2025 XBRL snippet) Current assets: (per 10‑Q) — refer to consolidated balance sheet; working capital positive. Total debt: ~38–40B (notes due 2026/2030; total debt around $39.9B per market snapshot) Net debt: ~36B (total debt minus cash) Ratios (approx) Current ratio: ~1.15 Quick ratio: ~0.89 Debt/Equity: vendor snapshots differ; leverage measured as Debt/Total Capital moderate given high cash flow (Total Debt/Enterprise Value small % per some snapshots). Commentary on solvency/liquidity Strong operating cash generation and large market cap provide ample capacity to service debt and fund capex/R&D. Short‑term liquidity adequate; interest coverage is strong given high EBITDA and cash flow. Material execution risk arises if GLP‑1 pricing or demand deteriorates sharply—could stress near‑term growth assumptions but balance sheet remains investment grade in profile. 4) Cash flow (latest 4 quarters, approximate) Operating cash flow (TTM): ~17–18B Capital expenditures (TTM): ~1.5–2.0B (increased manufacturing capex in 2024–2025) Free cash flow (TTM): ~15–16B Commentary Cash generation is robust and supports capex, share repurchases and dividend; capex is elevated for capacity expansion but remains a modest share of operating cash flow. FCF margin is strong and sustainable if product demand persists. 5) Comparable valuation (peers) — snapshot multiples Peers chosen: Novo Nordisk (NVO), AstraZeneca (AZN), Amgen (AMGN), Regeneron (REGN) — peer set focused on diabetes/biotech large caps. Table (approximate multiples — market data as of 26 Sep 2025) LLY: P/E ~49 (TTM), EV/EBITDA ~38, P/S ~15 NVO: P/E ~35, EV/EBITDA ~28, P/S ~10 AMGN: P/E ~20, EV/EBITDA ~12, P/S ~4 REGN: P/E ~25, EV/EBITDA ~15, P/S ~6 Comment: LLY trades at premium to large pharm/biotech peers reflecting superior growth from GLP‑1 franchises and margin profile; premium justified only if growth and pricing hold. 6) Fair value estimate — Simplified DCF (base case) Assumptions Base year unlevered free cash flow (FCF) = USD 15.5B (TTM approximate). Explicit forecast horizon = 5 years. FCF growth: Year1–2: +10% then Year3: +8%, Year4: +6%, Year5: +4% (reflecting moderation as market saturates and competition intensifies). Terminal growth rate = 3.0% (long‑term GDP/inflation real+inflation). WACC = 8.5% (reflects large cap pharma, low beta, moderate leverage). Calculation (rounded) Projected FCFs: Year1: 17.05B; Year2: 18.76B; Year3: 20.26B; Year4: 21.48B; Year5: 22.34B Terminal value at end Year5 = Year5*(1+g)/(WACC−g) = 22.34*(1.03)/(0.085−0.03) ≈ 22.34*1.03/0.055 ≈ 418.5B Discount PV of FCFs + terminal (discounted at 8.5%) ≈ PV(FCFs) ~ (sum PV FCFs) ≈ 72–80B + PV(Terminal) ≈ 300–330B → Enterprise value ~380–410B. Net debt (~36B) → implied equity value ≈ 344–374B. Divide by shares outstanding (946.5M) → implied fair price ≈ USD 363–395 per share. Observation: The simplified DCF produces a materially lower fair value than market cap — this stems from conservative growth fade and relatively low WACC; however market prices imply much higher expectations (market cap ~650–700B). Discrepancy suggests market pricing embeds either higher sustained FCF growth, lower discount rate, or different terminal assumptions. Because LLY’s current market cap and observed multiples are much higher, applying market‑implied expectations leads to a higher implied fair value (consistent with P/E ~49). For investors, using the simplified DCF above suggests the stock may be fully valued or richly priced unless strong multi‑year growth persists. Sensitivity WACC ±1% (7.5% / 9.5%) with base growth: implied price range roughly USD 470 (WACC 7.5%) to USD 295 (WACC 9.5%). Terminal growth ±1% (2% / 4%): price moves roughly USD −60 / +90 vs base. (Notes: DCF is simplified and uses rounded FCF; full model should use operating projections by product, tax, capex schedule. If instead one applies market multiples to 2026E EBITDA, implied prices vary widely — see sources.) 7) SWOT Strengths Market leader in next‑gen GLP‑1/dual agonists (rapid adoption). Strong gross & operating margins; robust FCF generation. Diversified pipeline (oncology, CV) and global commercial footprint. Experienced management, strong manufacturing investment. Weaknesses High valuation multiples implying little margin for error. Dependence on a few high‑revenue products (Mounjaro/Zepbound). Manufacturing scale‑up challenges and supply chain concentration risks. Increasing SG&A/R&D investment could press short‑term margins. Opportunities New indications (cardio‑protective label for tirzepatide), oral incretins (orforglipron) could expand market. International expansion and formulary wins. Bolt‑on M&A to diversify revenue streams. Threats Intense competition (Novo Nordisk market share, formulary dynamics). Payer reimbursements, pricing caps, regulatory scrutiny. Potential adverse trial/regulatory outcomes for pipeline assets. Macroeconomic/tighter capital markets affecting healthcare spend. 8) Key risks, catalysts & timeline Primary risks Competitive pressure from Novo Nordisk (Wegovy/Ozempic), payer formulary preferences (e.g., CVS formulary moves). Regulatory/pricing risk (US and international). Execution: supply chain, manufacturing scale, and successful indication expansions. Concentration risk: heavy revenue share from GLP‑1 franchise. Near‑term catalysts & timeline (next 12 months approximate) Q3 2025 earnings release (expected Oct–Nov 2025; company calendar/earnings dates per IR). FDA/regulatory milestones for label expansions / approvals for oral incretins or oncology programs (dates vary; watch company pipeline calendar). Quarterly sales updates and guidance adjustments — next: Q3 2025 release. (Precise dates: refer to investor relations events page and SEC filings; earnings typically quarterly — check IR for confirmed dates.) 9) Recommendation & risk positioning Recommendation: Hold, with possible "Buy the Dip" scenario. Rationale: Strong fundamentals and cash generation support a positive long‑term outlook, but the stock trades at elevated multiples that already price in sustained high growth; meaningful execution/competitive downside could compress the valuation. Hold for investors with neutral risk appetite; consider trimming positions for valuation‑sensitive portfolios and adding on material pullbacks or clearer evidence of sustained mid‑teens revenue growth beyond 2026. Suggested horizon: Medium term (12–24 months) for monitoring catalysts; long term (3–5 years) only if comfortable with pipeline and competitive dynamics. Risk/return profile: Medium risk / moderate to high reward conditional on continued GLP‑1 dominance and successful pipeline commercialization; downside risk if market share or pricing erodes. 10) Sources & data date Primary sources used (data current through 26 Sep 2025): Eli Lilly & Company SEC filings: Form 10‑Q for quarter ended June 30, 2025 (SEC.gov). Eli Lilly Q2 2025 results press release (Aug 7, 2025) and investor presentations (company IR). Market data snapshots and summaries: MLQ.ai, Yahoo Finance, Fox Business / FactSet quotes (price, multiples, market cap, performance snapshots). News: Yahoo Finance, PR Newswire coverage of Q2 2025 results.
NYSE:LLYLong
by dPEngineering
$IBX My Bias is long on this stock it put in a 10 month rounded bottom, Deviated the 2024 Yearly low and back above. Plans: Plan A (Pullback) -Price trade's back into the green zone and backtests the 50-day moving average. This is my ideal setup to get long on this. Plan B Price ranges inside the local range, sweep the range low then reclaim it will be a trigger to get long also. This ties into Plan A a little. Plan C Price ranges inside the local range, then breakout of local range high.. Get long. Stoploss back indside the range.. Good Luck
ASX:IBXLong
by gillman_hugh
Walk This Way...This S. Korean company focuses on treatment of cystic fibrosis and chronic kidney disease, et al. Future Medicine, Limited. Godspeed to this company as they search for cures for primary biliary cirrhosis; colorectal, prostate, and lung cancers and rheumatoid arthritis, et al. They target metabolic cancers, inflammatory and autoimmune diseases, to produce anticancer drugs, anti-fibrotics and antiviral remedies. Not only persistent, but painful diseases, as well. Who on earth wouldn't want this company to succeed ? Selling Volume has completely Dried-up and the stock is in the process of setting Higher-Lows. MACD, StochasticsRSI, Rate-of-Change, and %r are all additive tenets of confirmation for the astute and intrepid investor. Go Long.... it's at the 20... the 10... the 5... and Touchdown
KRX:341170Long
by sofearnot
1
Biotech Portfolio: Stocks and Long-Term GainsToday, I’ve prepared a topic on biotech portfolio construction, driven by our ongoing need to present clients with ideas offering substantial growth potential. This sector, centered on biotechnology and genetic engineering, stands out due to a significant rise in demand for innovative treatments, with modern technologies now capable of addressing previously untreatable genetic disorders, replacing defective genes, and even performing genome edits at the cellular level, highlighting its critical importance. Regarding market potential, I see it as following an exponential curve, with forecasts indicating that by 2030, gene therapies and genetic corrections will become more widely available, potentially unlocking hundreds of billions in revenue. A notable example is Novo Nordisk NYSE:NVO , whose stock, boosted by the FDA-approved Ozempic drug in 2017, has surged fourfold or more over five years, establishing it as a European capitalization leader. The companies I’ll discuss today could mirror this success, possibly delivering pretty high returns over the next 3–5, or even 7 years (may be even 10). Turning to the companies, I’ll keep it brief given their number: Lilly NYSE:LLY , a U.S. firm from the 19th century, targets diabetes, oncology, and neurology with drugs like Zimbound, boasting a $842 billion market cap as a pharma leader; Vertex Pharmaceuticals NASDAQ:VRTX , founded in 1989 in the U.S., focuses on cystic fibrosis and genetic diseases with X-Vivo therapies, generating $11 billion in revenue and a $120 billion valuation; 10X Genomics NASDAQ:TXG , started in 2012 in the U.S., grew revenue from $3 million to $618 million by 2023; Crispr Therapeutics NASDAQ:CRSP , a 2013 Swiss company, employs CRISPR-Cas9 with FDA-approved X-Vivo therapy Casgevi in partnership with Vertex; and Beam Therapeutics NASDAQ:BEAM , launched in 2017 in the U.S., uses Base Editing, collaborating with Pfizer. For the portfolio, the strategy hinges on a base of stable cash flows called “anchors”—established earners like Vertex, a cystic fibrosis pioneer, and Illumina NASDAQ:ILMN , centered on genome editing—which provide a steady foundation with consistent revenue and lower volatility due to their mature business models. Building on this, the portfolio includes four growth “motors” poised for near-term gains, featuring technologies either approved and scaling or nearing approval for explosive growth: Crispr Therapeutics, Intellia Therapeutics, Beam Therapeutics, and 10X Genomics, which drive industry progress with high pipeline potential, though current profits are modest as they undergo significant scaling. The third tier, dubbed “options,” comprises high-risk, high-reward stocks where success could yield 5x or 10x returns, including Prime Medicine NASDAQ:PRME , Verve Therapeutics , Editas Medicine NASDAQ:EDIT , and Regeneron NASDAQ:REGN , which remain unprofitable with little revenue but could see massive growth if their technologies gain approval. The allocation breaks down with anchors at 30–35%, growth motors at 50% (up to 40%), and options at 10%, with an investment horizon of 3, 5, 7, or up to 10 years, reflecting the slow drug development cycle—technology adoption, approval, and commercialization can span a decade. Patience is essential, but the long-term results could prove highly rewarding.
AMEX:XBILong
by juliakhandoshko
Avidity Biosciences (RNA) AnalysisCompany Overview: Avidity Biosciences NASDAQ:RNA is pioneering RNA therapeutics with its Antibody Oligonucleotide Conjugates (AOC) platform, aiming at rare genetic diseases where no treatments exist—unlocking high unmet demand. Financial Snapshot (Q2): Revenue: $3.85M Net loss: $157.31M (reflecting heavy early-stage R&D investment) Valuation: P/S 529.67, P/B 9.27, signaling premium growth pricing by investors. Technical View: Stock has formed multiple bull flag patterns. Breakout potential is strong after recent consolidation phase. Investment Outlook: Bullish above: $37.00–$38.00 Upside target: $70.00–$72.00, supported by pipeline innovation + bullish technical setup. 📢 RNA — premium biotech bet with rare-disease focus and breakout momentum. #RNA #Biotech #Genomics #GrowthStocks #BullFlag #Breakout
NASDAQ:RNALong
by Richtv_official
AMGN: the medicine cabinet for your portfolioOn the weekly chart, Amgen (AMGN) trades at $289.56, holding above the key $272–280 support zone, aligned with the 0.705–0.79 Fibo levels. This area forms a clear buy zone, where buyers are likely to step in. The technical structure remains bullish: the uptrend is intact, with targets at $346.85, matching historical highs and the upper boundary of the formation. Price currently sits near the lower part of the range, where volume accumulation could fuel the next upward move. Fundamentally , Amgen stands as a biotech heavyweight: its drug portfolio remains strong, late-stage pipeline candidates progress steadily, and recent earnings showed stable revenue and profit growth. Investors treat the stock as a defensive asset amid market volatility, with biotechnology demand remaining largely cycle-independent. Additionally, institutional funds have been accumulating positions, providing further support. Tactically , the $272–280 zone is critical: holding it preserves the bullish scenario. Should the bounce continue, the targets shift to $300 and $346.85. While a retest of support is possible, the broader structure remains upward. Amgen stays true to its name - when the market is sick, this stock has the cure.
NASDAQ:AMGNLong
by TotoshkaTrades
Protagonist Therapeutics (PTGX) AnalysisCompany Overview: Protagonist Therapeutics NASDAQ:PTGX is a clinical-stage biotech developing peptide-based drugs in hematology, inflammatory, and metabolic diseases. Its pipeline spans polycythemia vera, psoriasis, and obesity — addressing multi-billion-dollar markets. Pipeline & Catalysts: Rusfertide (Polycythemia Vera) 🩸 Phase 3 VERIFY trial met all primary and secondary endpoints. Showed reduced phlebotomy needs and improved hematocrit control. Positions rusfertide as a first-in-class treatment and regulatory catalyst. Icotrokinra (Psoriasis) 🌐 NDA filed for IL-23 receptor antagonist. Approval could unlock a major dermatology revenue stream. PN-477 (Obesity) ⚡ Expands PTGX’s reach into the fast-growing obesity market. Strategic Advantage: Global Takeda partnership enhances execution power. Recent $25M milestone payment post-Phase 3 validates science & provides financial support. Investment Outlook: Bullish Case: Above $46–$48, driven by strong clinical data & regulatory progress. Upside Potential: Target $78–$80, supported by trial success, NDA filings, and Takeda backing. 📢 PTGX—A high-upside biotech story with catalysts across hematology, dermatology, and obesity. #PTGX #Biotech #ClinicalTrials #Obesity #Psoriasis #Takeda #GrowthStocks
NASDAQ:PTGXLong
by Richtv_official
GH 3D: breakout forming inside ascending channelThe price of GH continues consolidating within the top of an ascending channel, confirming bullish structure. The rectangular accumulation has lasted for over three months, with price staying above all major EMAs and MAs - a strong trend confirmation. On the last impulse, volume increased, and now the price is compressing again. A breakout with a retest would serve as a valid entry. First target lies near 61.38, second at 73.66, and third at 87.37 - aligned with the upper range of the medium-term Fibonacci extension. Fundamentally, GH remains a promising biotech pick amid sector rotation and potential Fed easing. EMAs and MAs sit below price, and D/A supports the breakout scenario. Waiting for confirmation before entering.
NASDAQ:GHLong
by TotoshkaTrades
3
OPKO Health | OPK | Long at $1.12OPKO Health finally closed the price gap on the daily chart between $1.11 and $1.12. There are no more price gaps below the current price (bullish). In the past year, insiders (primarily the CEO), have purchased over $4.7 million of shares at an average price of $1.55. Historically, this stock is very cyclical, and I believe we are near the bottom before the next cycle up. I have no idea when this will occur (may trade sideways for a while or dip below $1 in the near-term), but the insider purchases tell me they are preparing for a move. Average analyst price targets are between $2.75 and $3.99 right now, depending on the source. Book value = $1.66. As with any biopharmaceutical and diagnostics company, NASDAQ:OPK is purely speculative at this stage - yet raking in over $600 million in annual revenue. My personal buy for NASDAQ:OPK was triggered at $1.12 and I hope to see more insider buying at this level. Targets into 2028: $1.40 (+22.8%) $1.66 (+45.6%) Squeeze for any reason = $5.00 (+338.6%)
NASDAQ:OPKLong
by WorthlessViews
BridgeBio – Blockbuster Launch Fuels Global Biotech Momentum Company Snapshot: BridgeBio Pharma NASDAQ:BBIO is transitioning into a commercial-stage growth story, anchored by its breakthrough ATTR-CM therapy Attruby (acoramidis) and a deep genetic disease & oncology pipeline. Key Catalysts: Attruby Launch Off to a Strong Start 🚀 $36.7M in first full-quarter sales from 2,072 unique prescriptions Pivotal data: 42% reduction in all-cause mortality 50% fewer cardiovascular hospitalizations over 30 months Positions Attruby as a potential first-line standard of care in ATTR-CM. Global Expansion in Motion 🌐 Regulatory approvals secured in Europe, Japan, and the UK. Strategic launch partnership with Bayer to accelerate physician adoption and market penetration. Smart Capital Strategy 💰 Secured $300M in non-recourse funding via partial monetization of European royalties. Funds a strong commercial push while retaining long-term upside from BEYONTTRA™ sales. Robust Pipeline Depth 🧬 Over 30 clinical and pre-clinical programs, offering multiple shots on goal beyond Attruby. Investment Outlook: Bullish Entry Zone: Above $38.00–$39.00 Upside Target: $60.00–$62.00, driven by blockbuster drug momentum, global rollout, and pipeline expansion. 📈 BBIO has the dual advantage of a de-risked lead asset and a rich R&D pipeline—positioning it for sustained multi-year growth. #BBIO #Biotech #Pharma #ATTRCM #Cardiology #DrugLaunch #PipelineGrowth #BayerPartnership #GlobalExpansion #ClinicalTrials #GeneticDiseases #Pharmaceuticals
NASDAQ:BBIOLong
by Richtv_official
Buying More PGEN on all DipsThe market is overreacting to the NASDAQ:REPL news, and I think it’s a mistake to lump NASDAQ:PGEN in with it. Yes, PRGN-2012 is also a single-arm gene therapy trial, but it’s for an ultra-rare disease—not a broad indication like cancer. The FDA’s tougher stance seems to be focused on common diseases (like NASDAQ:REPL ’s melanoma drug), not niche, high-unmet-need therapies like Precigen’s. Here’s why I’m loading up on this pullback: PRGN-2012 has incredible data: 51% complete response rate, 86% reduction in surgeries (from 4 per year to zero). These patients suffer through painful, repeated procedures—this drug could be life-changing. FDA loves it: Breakthrough Therapy, Orphan Drug, Fast Track, and Priority Review with a PDUFA date of August 27, 2025. If approved, it’ll be the first-ever treatment for RRP. Commercial upside: Rare disease drugs have high margins, and there’s zero competition. The sell-off is shortsighted. I’m treating this as a fire sale and buying more before the August 2025 catalyst. NASDAQ:PGEN is a high-conviction play for me.
NASDAQ:PGENLong
by TBB_Trades