Capitulation_0
Posted - 1 day ago
$CGEM this stock is so weak. It's like down 25% the past week for no apparent reason than RFK?
Capitulation_0
Posted - 1 day ago
$CGEM I think that GSK and MRK were able to strike a deal with the Chinese asset is because they're looking for a quick payday. CGEM probably wanted more $$$... Unfortunately, the Chinese are able to develop drugs and get IND in their country is very short time. 10 months in US is unheard of. Kudos to them. Everyone has a price if someone comes and price is right, they'll be able to have a new hot drug and be in the lead for SLE and RA.
Capitulation_0
Posted - 1 day ago
$CGEM I didn't realize that the FDA agreed to a much higher dose than they'd normally do for SLE patients. It's a testament to the compound safety. It'll also shorten the time of the trial.
Capitulation_0
Posted - 1 day ago
$CGEM short and sweet. 2025 is the year when they have host of data. Really cutting edge stuff. Not me too drug. I think this type of new modalities to treat huge markets with unmet need is what BPs are looking for. I don't know why they'd go after inferior and that don't even have IND in the US is what they're attracted to giving up huge initial sums and large royalties. I don't get it. this one can be had for about what they paid for those Chinese assets. Maybe less. LLY, AMGN, I'm talking to you.
Capitulation_0
Posted - 1 day ago
$CGEM target: CD19and modality: t-cell engager. Size is another important factor. All positive for CGEM.
Capitulation_0
Posted - 1 day ago
$CGEM starting dose is very important. SLE study a 10 micrograms. 10-45micrograms. This will speed up clinical. idea to IND in 10 month. only company CD19 Tcell engager in the US. Clear lead. 4 dose escalation for SLE. First, finding B cell depleting dosage. Step up dosing, subq, steroids... hope is to remove safety issue. Type of lupus patients: general SLE patients. mild to moderate disease; slit eye score of 8 or higher. Need 4 pt to prove that patient has clinical benefit. Similar to Car-T patients. Background therapy could interfere, they need to be washed out 2 weeks before therapy. Importance of B-cell depletion: Duration of therapy 1 or 2 months, which may be similar to Car-T. Infection is a big concern. RA is also an exciting area that no one is really talking about. Working with pioneers in Germany. Tcell is able to achieve deeper response.
IN0V8
Posted - 1 day ago
$CGEM Examine / Opportunity Jonestrading raises target price to $34 from $29
Capitulation_0
Posted - 1 day ago
$CGEM $LLY failed lupus w/ tabalumab. I'd not be surprised if LLY takes aim at this.. AMGN also failed their lupus..
Capitulation_0
Posted - 1 day ago
$CGEM EV is 150m? lol.. Market just went green. I have no idea who's selling these small lots of 200 shares and bringing down 1% at a time?
Capitulation_0
Posted - 1 day ago
$CGEM I'm calling the Bottom here at EV below 200m. It's a joke.
Capitulation_0
Posted - 1 day ago
$CGEM Good amount of bios are bouncing today. No one knows why this is still lagging. Lupus care is not very good with current drugs. It's an area where CGEM could really be the differentiator. I don't know why a BP would be looking at a Chinese asset than a US one that's in the lead at this cheap valuation. I don't get it.
Capitulation_0
Posted - 1 day ago
$CGEM Funds are in it for the long run and they want 10x returns.. so that's how I'm trading! This isn't a swing trade idea.
Capitulation_0
Posted - 1 day ago
$CGEM Presentation and Stifel today. I'm lowing my base today.
Capitulation_0
Posted - 1 day ago
$CGEM CLN-978. The firm estimates its risk-adjusted peak revenue at approximately $1.6 billion, surpassing the consensus estimate of about $1.1 billion. Take it for what it is:
Capitulation_0
Posted - 1 day ago
$CGEM all of their assets are worth less than 200m. It's just dumb. Otsuka should just buy out the rest of the pipeline.
Capitulation_0
Posted - 2 days ago
$CGEM While people are focusing on B-cell depletion. They have a deal with Taiho for Zipalertinib in Pivotal Phase 2b 2L+ fully enrolled; results at mid-year 2025. $130 more in milestones and 50/50 split.
Capitulation_0
Posted - 2 days ago
$CGEM I don't think GSK and MRK are the only one interested in B-cell depletion asset in Tcell engager in a HUGE autoimmune setting. 660m cash, 850m MC. 2B BO based on what MRK and GSK paid would be on the cheap side.
Capitulation_0
Posted - 2 days ago
$CGEM CGEM is arguably the most valuable...and in the lead in the US.
Capitulation_0
Posted - 2 days ago
$CGEM 650m in cash. MC 780m. Okay that makes total sense. This market is stupid.
Capitulation_0
Posted - 2 days ago
$CGEM Aug 19: $MRK just bought CN201, a CD19xCD3 TCE from Curon for $700M cash plus up to $600M in milestones. Curon is China bio Oct 29: $GSK to acquire CMG1A46, a clinical-stage dual CD19 and CD20-targeted T cell-engager, from Chimagen Biosciences for $300M upfront. Chimagen is China bio. $CGEM is in the lead as none of these have US IND. $AMGN, $LLY and others should be kicking tires on this.. EV $200m. What a steal.
Capitulation_0
Posted - 2 days ago
$CGEM A lot of funds have increased on taken new position on this name.
Capitulation_0
Posted - 2 days ago
$CGEM safety profile for I&I is extremely important.
Solene__Frost
Posted - 2 days ago
😏🚀 MYNZ We know the date of the reverse split (RS) if there will be one, but possibly a Nasdaq extension will be granted. Last time it traded, 50 million and 19 million heavy shorts attacked. Now, it has huge credibility after the TMO partnership and the meeting. The company will decide by November 25th whether or not to do an RS based on Nasdaq's response. Anyway, after the RS, I'm not worried about what happens next. A $210 billion partner TMO signing a deal with a penny stock has never happened before. I will be loading heavy on Monday. This will go to the moon like the DRUG stock recently did. The price target (PT) is $50. The squeeze will be parabolic. $CGEM $PAHC
Kaiser_Villa
Posted - 5 days ago
$CGEM $PAHC MYNZ Wow, this is insane news! Don't miss out. The train is leaving the station. Add it to your watchlist to see what happens next. 😏
Capitulation_0
Posted - 6 days ago
$CGEM Not common for a smallcap to be in the lead for new class of drug when BPs have been shopping.
Capitulation_0
Posted - 6 days ago
$CGEM Enterprise value should be in the 500m mark..
Capitulation_0
Posted - 6 days ago
$CGEM Yes, it's early, but the drug is a new class of drug that has enormous appeal. MRK just signed 3.3B deal for Chinese based VEFG Sell the news crowd as always. It's getting fucking old. "These new preclinical data further demonstrate that CLN-978 is a highly potent T cell engager. With the ability to be subcutaneously delivered, CLN-978 offers off-the-shelf convenience while achieving significant B cell depletion, supporting its potential as a promising new therapeutic option for autoimmune diseases,”
Capitulation_0
Posted - 1 week ago
$KOD $ATYR $TGTX $GH all just beauties.. $CGEM is setting up...
Capitulation_0
Posted - 1 week ago
$CGEM last 1/2 hour volume coming in. Should be trading at $30. BO at $60. let's go!