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Piper $ATYR Pulmonary sarcoidosis represents a blockbuster opportunity with ~>200K US, ~150K EU, ~20K Japanese patients.if priced at ~$120K/patient with only half of patient population targeted initially (~100K),would represent a robust ~$12B market opportunity.

Companies very below cash with real later stage programs but may have a time wait for phase 3s should absolutely look into this option. Makes the hit U/F more "workable" for buyers and maxes value 4 shareholders. Create us value later on & we'll absolutely reward you more w/ CVRs

The evergreen biotech investor meme

Been thinking $INZY was a target for a while, but I am barely above my cost basis at this price. Highway robbery IMO, but INZY was in a hard place - only other alternative is toxic financing. Sense of relief for me rather than elation. Hope it helps the sector.

During biotech’s retrenchment, the shift toward validated and/or “hot” targets has been palpable Two recent reports nicely visualize this trend of increasing competitive intensity, as well as its influence across the full life cycle of asset development $XBI $BBC

I get why people look at $ATYR's 1b/2a study sideways, it's a very useful biotech survival trait to think that way. One of the things that makes me take this small trial more seriously than I normally would is Anti-Jo-1 synthetase syndrome.

$atyr strong lately. Here is my article from early 2024 on the company. I still think it's cheap fundamentally and the thesis and fair value estimate still stands for the most part. Recent developments have been incremental positives (claims analysis, expanded translational

Random musing about $PTGX. Takeda has to be nervous about oral rusfertide (still owned by PTGX - coming soon) eating into most profitable years of their deal on the subQ. Takeda will build the market, possibly only to have an oral come in and cannibalize it in 6 - 8 years.

This is going to sound crazy but $NKTR holders be careful if you see the bid flooded with 1 share buys in the next few days - this is what happened to $GLTO. Just before the reverse split there was orchestrated buying of about 150k 1 share buys which added 13% dilution on the

$INSM raises $750 m at 2% discount to share price when most biotechs are lucky to raise money at zero EV with full warrant coverage. Talk about the haves and have nots…