Pharmdca(@Pharmdca) 's Twitter Profileg
Pharmdca

@Pharmdca

USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of where Iam investing money and not a recommendation. Please do your due diligence.

ID:1884013189

calendar_today19-09-2013 18:28:05

80,1K Tweets

84,6K Followers

114 Following

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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$PDSB one slide all you need to focus on if you haven’t followed this company for last 2 years

Look at 12 and 24 months ORS and PFS differentiation vs Keytruda

Patients are living longer with safety profile much improved vs Keytruda

This is what matters- Overall Survival ⬇️

$PDSB one slide all you need to focus on if you haven’t followed this company for last 2 years Look at 12 and 24 months ORS and PFS differentiation vs Keytruda Patients are living longer with safety profile much improved vs Keytruda This is what matters- Overall Survival ⬇️
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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$VKTX This current valuation doesn’t truly represent Obesity and Nash potential

One of my core concentrated investments

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Option Millionaires(@OMillionaires) 's Twitter Profile Photo

Roche pays $2.7 billion upfront for Carmot Therapeutics after Phase 1 data...

$VKTX will have oral data out soon and valued at $1.53 bil... what am I missing

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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$PAVM 1:15 reverse split

Was expecting and believe they will do a quick secondary after that.

Not adding until secondary is gone

A legit product but management made some hindsight mistakes in the past.

$TNDM did a reverse split when stock was below a buck than hit 130+

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Pharmdca(@Pharmdca) 's Twitter Profile Photo

Some great hindsight dips in selective biotechs that have done really well so far

$MDGL $DXCM $NARI $VKTX $SRPT $ARDX $DVA $HRTX $SWAV $INSP $APLS $MREO

$IMGN buyout

Some that hasn’t moved yet

$PDSB $XFOR $INZY $MCRB $AXSM $CRVS $DAWN $DCTH and few others

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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$XBI nice slow uptick from that triple support area from 5 years chart ⬇️⬇️
Now we need a reversal breakout from here.
A beaten down sector compared to general market and other sectors

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dub-K(@dub_k1) 's Twitter Profile Photo

$PDSB great slide showing direct comparison to keynote 048 of $MRK

Data is very impressive but something I hadn’t seen before thats beyond impressive with PFS of almost 12 mnths for CPS >20 compared to 3.4 mnths for keytruda. Almost 4X!

$PDSB great slide showing direct comparison to keynote 048 of $MRK Data is very impressive but something I hadn’t seen before thats beyond impressive with PFS of almost 12 mnths for CPS >20 compared to 3.4 mnths for keytruda. Almost 4X!
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Mac(@MACDcurlingup) 's Twitter Profile Photo

$PDSB recent price pressure revolved around CFO departure, new CFO Lars Boesgaard, starts today with a great track record. Short term chart has consolidated nicely post announcement, MACD bottoming RSI and stochastic setting up for reversal. Pharmdca

$PDSB recent price pressure revolved around CFO departure, new CFO Lars Boesgaard, starts today with a great track record. Short term chart has consolidated nicely post announcement, MACD bottoming RSI and stochastic setting up for reversal. @Pharmdca
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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$XFOR with prv voucher value of ~100 million plus current cash its trading much under cash with 3 catalysts upcoming
-updated 6 months data for 3 patients
- updated CN data Q1
- WHIM pdufa

Stock is bottoming as tax loss in hindsight

Keeping conservative target 2.5+ or close

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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$RVPH another late stage company for schizophrenia trading at a huge discount vs $KRTX
One phase 3 results shown very good results at high dose for schizo
Second phase 3 trial to start in Q12024 using 30mg and 50mg doses for schizophrenia.
Small secondary in hindsight

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Mac(@MACDcurlingup) 's Twitter Profile Photo

$PDSB new Dec. slide deck out - PDS0101 is poised to advance into a Phase 3 registrational trial by Q1 2024 for the treatment of recurrent or metastatic, HPV16-negative head and neck squamous cell cancer (HNSCC). Received Fast Track Designation, highlighting its potential 1/3

$PDSB new Dec. slide deck out - PDS0101 is poised to advance into a Phase 3 registrational trial by Q1 2024 for the treatment of recurrent or metastatic, HPV16-negative head and neck squamous cell cancer (HNSCC). Received Fast Track Designation, highlighting its potential 1/3
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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$NARI discounted prices gone

I firmly believed it’s a stupid sell off and a great buying opportunity all in hindsight now

One of my top concentrated positions
When opportunity knocks most miss it because all they do is too much focus on noise with minimal due diligence
⬇️

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Pharmdca(@Pharmdca) 's Twitter Profile Photo

Roche joining race for obesity drugs with $2.7 billion Carmot deal

Hey $VKTX still trades just over 1 Billion. It's undervalued.

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Pharmdca(@Pharmdca) 's Twitter Profile Photo

$PDSB some continue to bash it from various angles and continue to change goalposts
-no monotherapy data- Active combo data beating SOC for both naive and refractory population. Immunotherapy goal is to complement other drugs in a population that had failed most drugs and no…

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