KING_OF_BIO
Posted - 1 hour ago
$BCAB and $GOSS have been disappointing lately. What's the problem?!
LabPsycho
Posted - 1 hour ago
$BCAB so many of the biotechs on my watch list are crumbling - zero interest in biotechs, no buyers. I posted a couple of months ago I thought many of these would be half by Thanksgiving and many are already there - and likely going significantly lower by Christmas. There likely will be a snowball effect...when they all go off the cliff that may be a time to consider buying but only ones with lots of $$$
AZonie
Posted - 3 hours ago
$BCAB I sure hope so, but it seems to be like when the markets doing good we get hammered. then when some decent news comes out, that should create positive momentum it’s when the market is struggling.
LabPsycho
Posted - 14 hours ago
$BCAB @Photosynthesis90 @beentherebefore I think the chance for a buyout in the $20-30 range, in this market with so many other biotechs to pick from that are desperate, is close to zero. Big pharma knows they don't have to pay big bucks for any of these cash burners, especially now. IMO, What is more likely (not bcab specific, but for most of these sub $2 biotechs) is reverse mergers with other losers with a dilution, reverse split and or private placement, all that rip off current investors. Jay better pull a huge rabbit out of his hat but my concern is even if he does in this market we are just going to hear a fizz sound unless it is with BMS or Merck and a +$40M upfront or more.
Photosynthesis90
Posted - 17 hours ago
$BCAB shorts do not have much interest here. The cost to borrow is about at the low for all of 2024. the dark pool short volume ratio today was 0.27 the lowest i have ever seen it. I imagine most weak hands have folded by now. I think tomorrow we start the climb back to the $2.07 range.
Photosynthesis90
Posted - 23 hours ago
$BCAB This upcoming one or more phase 2 asset partnerships, is the keystone for the company moving forward in a way that rapidly grows and advances the company's pipeline. Just next year alone lets see what advances could potentially take place when the company forms strategic collaboration. start three phase 3 trials, advance the EpCAM & CD3 bispecific to phase 2, start the nectin-4 ADC phase 1. Then for preclinical's: B7-H3 x CD3 bispecific, HER2 x CD3 bispecific, the Anti-IL-22 Antibody for Cancer and Inflammation Therapy, and the potential for a alzheimer's or dementia therapy. The pipeline and platform is robust here, imho the potential partners are trying to see how they can the biggest piece of the pie going forward and in my view buyout offers will or are being presented here.
Photosynthesis90
Posted - 23 hours ago
$BCAB Here are my thoughts on timing for this potentially one or more strategic partnerships on phase 2 assets that are planned for phase 3 trials next year. The company has been working towards these phase 2 deals since very early this year as can be seen on quarterly business updates. In the march 2024 business update the company discloses they are engaging with large potential partners. From here management put guidance on second half 2024 for one or more phase 2 partnerships and one or more preclinical partnerships. With updates that discussions are progressing. These potential partners have watched data drops from may until November. the data has been best in class with complete responses for all three phase 2 assets. Management is invested in getting a deal done before the end of the year at the latest imo. Partners have been in active discussion since at least early march. A deal will be struck here before EOY but honestly any day now
RallyRaider
Posted - 1 day ago
$BCAB junk turd... maybe fraud
grzegorz_soros
Posted - 1 day ago
$BCAB and now we’re gonna have this beautiful pinbar H4, D1 interval.
AZonie
Posted - 1 day ago
$BCAB they should’ve just announced when we were down to 100 million in cash that they were going to spend it on bitcoin. then dilute and sale twice as many shares as they had on the market. Seriously! I believe we’re at 73% institutional ownership. I could be confusing this with something else. Can anybody confirm that for me, please?
integrityfirst
Posted - 1 day ago
$BCAB Labpsycho...Listen to Photosynthesis on fundamentals of company. Briefly Photosynthesis is right that a)"actionable" wording applied to phase 3 is meaningful and suggests a basic shared FDA and BCAB view as to the phase 3 requirements b) management said "near term" timing, on "at least 1" collaboration on a phase 2 asset c) the safety/efficacy data releases on all three phase 2 assets are all encouraging.
biotechdollars
Posted - 1 day ago
$BCAB labpsycho...listen to photosynthesis for fundamentals. Briefly, "actionable" is meaningful. At least one phase 2 CAB collaboration is "near term".
Further the CTLA4 phase 2 molecule might be partnered.
Photosynthesis90
Posted - 1 day ago
$BCAB looks like the shakeout from last week is likely to be over. imho we see the strategic partnership on 1 or more phase 2 assets come in the next days or weeks. With a clear path and FDA guidance on starting phase 3 trials next year for at least two assets. Bioatla is in its strongest position ever to make these one or more potential partnership happen in the near term which is what management has confirmed guidance on. With cash flow going to 2026, I cant find a single problem or issue to knock here about this company.
AZonie
Posted - 2 days ago
$BCAB turn a profit
NoLimitSoldier
Posted - 2 days ago
$BCAB what’s the path to return to $3B market cap?
LabPsycho
Posted - 2 days ago
$BCAB @olecavi I am not suggesting any of these are strong possibilities, but if you want hope, how about these long shots: *** Surprise partnership with BMS - up 150%. Look at ACRS today *** some of the partial responses previously reported become confirmed responses (+25%) *** rally in digital currencies turns out to be sucker rally and smart money moves to beat down biotechs. *** JFK hints that he likes biotechs *** proposed tariffs have some work arounds such that Chinese companies acquire American (biotech) companies just to have US base? *** Quantitative easing and massive rate cuts. *** Other?
LabPsycho
Posted - 2 days ago
$BCAB Hmmm...how about that...a big move BOTH ways has come and gone. For the volume that flowed into this when it was in the 1.3-1.7 I think it should have moved a lot higher considering it had been drifting down for so long - that it didnt move more suggested big sellers selling into the buying.
JimmyJam2314
Posted - 2 days ago
$BCAB what a turd. I'm bailing. This by the way is a HUGE buy signal for everyone else lol
LabPsycho
Posted - 2 days ago
$BCAB @aamedina Why? Does anyone really think $1.53 is the bottom for BCAB? IMO, Biotechs taking beating for 2+ yr, tax loss selling to continue, biotechs strongly out of favor, + 2+ years of BioGrifters(TM) doing massive dilutions on the way down = not many are going to be interested in biotech burns for quite some time. Factor in to all of that Big pharma's getting exposed and stock prices going down + so many little biotechs to choose from that are desperate for cash suggests to me better to wait to add or make positions in any biotech. Good luck
AnUnwiseInvestor
Posted - 3 days ago
$BCAB Guess Burry needed a quick cash grab off his own fame…I will hold til the next hype then
BlewItAll
Posted - 3 days ago
$BCAB I'll hold, but this drop was uncalled for lol smh... Damn you Burry 😆
valuesinvestor123
Posted - 3 days ago
$BCAB Bioatla has stated high confidence of collaboration for phase 2 asset in 2H24, correct? Only a month and a half left. Not assuming it will go through, but they expressed they were in talks...
aamedina
Posted - 3 days ago
$BCAB should be at a bottom now?
Serpent_trader1
Posted - 3 days ago
$BCAB confirmed Burry dumped
grzegorz_soros
Posted - 4 days ago
$BCAB „XTX Topco Ltd now owns 154,967 shares of the company’s stock worth $273,000 after purchasing an additional 10,384 shares during the last quarter. Massachusetts Financial Services Co. MA now owns 569,332 shares of the company’s stock valued at $1,002,000 after buying an additional 28,133 shares during the period. GSA Capital Partners LLP bought a new position in shares of BioAtla during the third quarter valued at approximately $623,000. Chicago Partners Investment Group LLC purchased a new stake in BioAtla in the third quarter worth $44,000. Finally, Vontobel Holding Ltd. bought a new stake in BioAtla in the third quarter valued at $28,000. Hedge funds and other institutional investors own 77.23% of the company’s stock.” https://www.defenseworld.net/2024/11/16/hc-wainwright-weighs-in-on-bioatla-fy2024-earnings.html
hussain105
Posted - 5 days ago
$BCAB Stop loss when broken 1.56
Photosynthesis90
Posted - 5 days ago
$BCAB The bears have arrived here but the bulls will thrive, fundamentals are strong for a near term power play especially at this discount no brainer buy price imo.
Serpent_trader1
Posted - 5 days ago
$BCAB burry must have sold. It’s basically back to where he purchased it at at $1.30 something.
Plungeprotectiongang
Posted - 5 days ago
$BCAB You still holding?
valuesinvestor123
Posted - 5 days ago
$BCAB Just curious. RFK Jr pick for HHS seems to be scaring a lot of Healthcare stocks today. Aside from one analyst downgrade for awaiting collaboration announcement, I don't see any other obvious reason for the drop. Thoughts?