NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
Equity Eagle Topic
biotech
Everything our editor has picked under this tag, best first.
NRIX 2026-08-24 Equity Eagle Connor Haley on X
@tomicki @Biohazard3737 What’s your $CRL thesis?
Sellas Life Sciences Group I
SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
TGTX 2026-08-22 TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors
ONeil Trader BDC on X
@be4_the_h3rd @JasperRidley $xgn just getting started imo
BDC on X
XGN’s AVISE autoimmune panels are used by a rheumatologist for greater accuracy than generic tests, with a Myositis marker planned for 2027.
CORT 2026-08-21 Like The Knick's, Corcept Rebounded And Is Crushing It
ChuckJones BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
Robert J. Lake BDC on X
XGN’s Q2 biopharma revenue rose 40% to a quarterly record as it trades at 2.5 times sales versus peers at 10.3 times, ahead of a 2027 myositis-test launch.
BDC on X
@DueDoctor All goes well this could add $800mn in annual revenue to $mrna. Added $44B in market cap. Market said that theoretical 2-3 year out revenue is worth 50x + yesterdays' market cap
BDC on X
Moderna faces a predicted large secondary offering and insider sales as its mRNA cancer therapy’s commercialization and clinical benefit are challenged.
BDC on X
Moderna’s Phase 3 cancer-vaccine announcement reports endpoint success without disclosing recurrence-free, distant-metastasis-free or overall-survival data, leaving the clinical bar unknown.
David Orr on X
@keisan_15 Yes that is why I liked $MEDP
David Orr on X
AI-driven biotech research and age-reversal technologies could produce the world’s most valuable companies within 10 to 20 years, while legacy medical research firms fall behind.
BDC on X
Exagen trades at 2x projected 2026 revenue versus 10x for peers after a Q2 beat and raised outlook, as it launches a myositis diagnostic marker.
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
BDC on X
Really starting to like this $XGN mgmt team.
BDC on X
$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ
Mike on X
Fulcrum Therapeutics, $FULC, trades below net cash as Tang increases his stake and insiders with capital-return records hold large positions. Its shell value could draw reverse-merger interest.
BDC on X
$STIM https://t.co/OQ9UgUPoo4
BDC on X
$STIM owns clinical distribution infrastructure for psychedelic treatments, while its stock price implies zero or negative equity value for the asset.
Laughing Water Capital on X
Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio. https://t.co/JAdLguTw7D
Laughing Water Capital on X
GSK reportedly made three bids for AnaptysBio over the past year, making the trial outcome a potential determinant of sale price rather than a barrier to a deal.
