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You can find updated Q3 bioHF holdings data at app.bpiq.com/hedgefunds Check out the ticker screener If you are an Elite or Amp subscriber ... Check out the tables at the links on the left menu under "Hedge Funds" If not, sign up today HERE   Our goal is to help you make $$ investing in biopharma That's why we follow top biopharma hedge funds (bioHFs) ^1 Here are some tickers to check out based on Q3 hedge fund activity Tickers most initiated or closed by bioHF in Q3 '23 Most

You can find updated Q3 bioHF holdings data at app.bpiq.com/hedgefunds

This weekend COGT reports some Big-Mover data on  Bezuclastinib (CGT9486) at ASH. COGT Clinical Pipelilne COGT is a biopharma hedge-fund favorite. In fact, as of Sep 30, 2023, they were held by 15 of the top 34 biopharma hedge funds that we track. That is more than any other company. And they remain one of the most popular Top 20 holdings in those funds. COGT's lead asset, Bezuclastinib (CGT9486), is a KIT inhibitor that is being developed to treat GIST and Systemic Mastocyto

This weekend COGT reports some Big-Mover data on  Bezuclastinib (CGT9486) at ASH.

BACKGROUND 1st Gene Editing AdCom On 10/31/23 an FDA AdCom met to discuss the safety of VRTX/CRSP’s exa-cel (CTX001) to reduce or eliminate the painful and debilitating vaso-occlusive crises (VOC) for patients with sickle cell disease (SCD). As the first FDA AdCom for a cell therapy that involves gene editing, the AdCom provides helpful insights into the FDA’s review of gene editing and even other autologous gene therapies for rare inherited diseases. What is Exa-cel? Exa-cel

SUMMARY If the PFE SGEN M&A closes by end of Q1 '24 ... Most likely closing timeframe ^1 and ^6 Return = 7-8% in 3-4 months PFE agreed to pay $229/share 12/1/23 SGEN closed at $212.72/share ^FN Refer to milestones in SGEN/PFE or HZNP/AMGN acquisition timelines shown in footnotes section RISKS What are the chances that ... FTC blocks the deal?  Very low FDA is giving this deal a high level of scrutiny ^2 SGEN and PFE are in oncology SGEN is a leader in Antibody drug conjugates

As we close out the year, happy that biotech/biopharma has become a hot sector again 🔥 😃 • After a tough 3 years Hopefully, this momentum will continue thru 2024 🙏 🎇 The fate $XBI  and smid-cap biopharma is probably most impacted by: 1) The Federal Reserve pulling back rates in 2024 • As they have signaled & the market currently appears to expect 2) Continued active M&A • As  expected if we continue to have large caps in need of new therapeutics ⇨ approved/nearing approva

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In this video we go over what biotech / biopharma stock catalyst events are and how they give investors opportunity. Manny Vacchiano with the BiopharmIQ team goes over: - Clinical trial events - Revenue/sales report outs - Corporate events - Legal actions/events Discover 100's of upcoming catalyst events on our biopharma research platform (free 30 day trial no cc required) : https://www.bpiq.com/ Catalyst events, biotech investing, stocks, due diligence, FDA, catalyst calenda

On 10/31/23 the FDA convened the 1st AdCom... 🏆 for a therapeutic made using gene editing exa-cel - from $VRTX / $CRSP In its Briefing Document, FDA provided an overview of genome editing, especially using CRISPR/Cas9 📸 📸 At the AdCom, to educate AdCom members ... FDA hired a gene editing KOL Fyodor Urnov (UC Berkeley) who gave a gene editing tutorial to the AdCom members Want to understand gene editing better? Watch the gene editing presentation by Fyodor Urnoff of UC Ber