TomatoeKetchup Posted - 1 day ago

$DAWN give me $10.00 🪨🍅

TomatoeKetchup Posted - 1 day ago

$DAWN scam! 🛑🍅

Smatty Posted - 2 days ago

$DAWN If it hangs out this low I'd be shocked if it isnt acquired. IIP plus all that cash...

Slapshot22 Posted - 3 days ago

$ARDX $CAPR $IOVA $DAWN $VKTX Not sure how @BloodandSun finds the time to hate every stock he/she/they post on. We get it, you hate them all. No value added. Blocked.

classicequity Posted - 3 days ago

$DAWN commercial biotech with strong balance sheet and growth, currently a strong value due to its weight in $XBI dragging it down on low volume. Firefly 2 study can have this in the 20's in a flash

MoneyWise13 Posted - 4 days ago

$DAWN Zoom out to the all-time chart and you'll see this is coiled so tight in the $10-$15 range. Only a matter of time

MoneyWise13 Posted - 4 days ago

$DAWN

MoneyWise13 Posted - 5 days ago

$DAWN This is a classic BP play. Have MMs walk this down then take them out. No reason this should be trading at these levels

Night_Owl_Biotech Posted - 1 week ago

Attached is a table of all 16 commercial-stage oncology focused bios noting their closing share price today v. 2 weeks ago. $DCTH is the only bio in this peer group trading higher (with a lower FY28 revenue multiple). $IOVA & $SWTX now trade for less than 2.0X FY28 analyst consensus revenue estimates (year 4). SWTX has noted it has enough cash to get to breakeven. IOVA's CEO noted 3 weeks ago that IOVA has a pathway to profitability "without the need for significant additional capital." Recall Centerview Partners, in its MRTX fairness opinion, noted the median Year 4 revenue multiple paid of 8 MRTX peers M&A transactions was 6.0X. Decide for yourself if SWTX & IOVA are MRTX peers. SWTX owes Pfizer royalties of up to 20% on sales. IOVA forecasts 70% gross margins which may adversely affect multiple comps $URGN & $DAWN trade @ discounts to recent financings (URGN at $17.50 in 6/24 & DAWN at $14.50 in 7/24). For information only. This is not investment advice.

Paddy444 Posted - 1 week ago

$DAWN Markets are so good for finding value early, it's my forte. It's how I lasted so long in this profession. The market lags on strong substance and thrives on quick scams. I trade the scams for fun and excess capital while the real money is made on early value opportunities like $DAWN and $ALGS I mention ALGS because it was 18.00 and will cross 40.00 soon and it so nice and quiet.

Paddy444 Posted - 1 week ago

@killbilltrader Markets are so good for finding value early, it's my forte. It's how I lasted so long in this profession. The market lags on strong substance and thrives on quick scams. I trade the scams for fun and excess capital while the real money is made on early value opportunities like $DAWN and $ALGS I mention ALGS because it was 18.00 and will cross 40.00 soon and it so nice and quiet. Like here

killbilltrader Posted - 1 week ago

$DAWN They have 560M cash that is 50% of the MC and an FDA approved cancer product with >1B rev potential on the market. But the stock is trading like a pre-clinical Bio. The stock pattern looks similar to $PRVB. Hope BP buys this out for. 200-300% premium soon.

MoneyWise13 Posted - 1 week ago

$DAWN The big guys are grabbing up all the shares here for a 1H25 BO. It's pretty incredible to watch. Great sales figures after first quarter of sales for only therapeutic treatment available. Retail not paying attention at all and that's how the HFs like it

Paddy444 Posted - 1 week ago

$DAWN My forte is finding value early that also has strong aspects to actually match the cap to the hard work that's in the pipeline. It's nice a quiet here, very good sign for continued accumulation. I really see a solid opportunity here How can anyone really expect consistent and relaxed patience to let the investments grow if not heavily diversified? When diversified, there is always something good going on. Makes decision making way easier. No big deal 27 plus years, I do know what works

Doozio Posted - 1 week ago

$DAWN bahhht…. Only da dingleberries remain!!! 🐑👀

Rollercoaster22 Posted - 1 week ago

$DAWN How is this even possible? 🤣

HoHoHoHum Posted - 1 week ago

$DAWN new to this. what is the potential bo price for this?

Dr_Van_Nostrend Posted - 1 week ago

$DAWN Going to perform some valuation math here. Value is growing at a very good clip. Company says growth in Ojemda scripts is very strong and consistent. 1700 cases of PLGG are diagnosed every year in the US. They are growing by about 120 patients per qtr, 40 patients per month. Currently about 200 patients on drug which led to the 600 scripts in Q3. 40 patients per month, X 12 = 480 patients a year adoption rates on new scripts. Doesn't include already diagnosed patients getting on to drug either. That's a nice starting penetration rate. At current clip... 480 patients added per year means 480 x 12 script run rate , one script per month per patient = 5760 scripts run rate per year CURRENTLY. 5760 x 33500 revenue per script = $192,960,000 revenue run rate on steady growth. Biotechs avg 6.44 price to sales ratios... $192,960,000 x 6.44. = $1,242,662,400. Add in their cash of 550M and discounting the rest of their pipeline to zero, you get 1,792,662,400 MC or 17.77 pps

Night_Owl_Biotech Posted - 1 week ago

Attached on left: all comm'l-stage oncology focused M&A since FY13 sorted by months v FDA appr. It appears most successful M&A (for investors) in this peer group was within 24 months of a major FDA approval. MDVN was an outlier (there were very few peers at the time). To the right: all active peers with a market cap < $7.5B noting # of months since approval (from yesterday's post plus FY28 revenue multiples) Guess of M&A by 12/31/25 $DAWN Ojemda's patent expires in FY35? (c/b wrong) $SWTX It is hard to see how SWTX's outlook gets any better perhaps excl Ogsiveo's P2 OvGCT data in 1H25 $IOVA Speaks for itself. If analysts & IOVA are right then TIL is at the "tip of the iceberg" for enormous growth $URGN Off 30% since 6/24 raise @ $17.50/share subject to same patent risks $ZYME Jazz predicts $2B in Ziihera sales (tiered royalties "10-20%") For entertainment purposes only. This is not investment advice. We have no idea if there will be any M&A

Paddy444 Posted - 1 week ago

$DAWN Europ trip, 2 million, early value is here if you want to see it. Or not Market norms and funny Later

Paddy444 Posted - 1 week ago

$DAWN 2 million. Instincts or Morning wine could be it Prost

lolo14 Posted - 2 weeks ago

@YazzJr What "fire chat for few hours"? The same conference $DAWN posted 30 min of the story we already know. It would be the same with AQST. 30 min non event. If what they say as"scheduling issue" have something to do with BO , I don't mind .

tedevan Posted - 2 weeks ago

$BPMC $MRUS $IOVA $SWTX $DAWN

Night_Owl_Biotech Posted - 2 weeks ago

$IOVA trades at the lowest FY28 revenue multiple of all 11 comm'l-stage oncology focused bios w/market caps btwn $1 & $7.5B. At Stifel (11/19/24) IOVA CEO said IOVA has pathway to profitability "without the need for significant capital" that, common sense suggests, could come from working capital facilities v. equity/term debt. Also, EGFR wild-type potential is compelling with 6X more prevalence than 2L adv. melanoma. Frontline melanoma is also compelling opportunity w/30% CRR (long durations essentially a cure?). Investors worried about TIL cost should read: https://dailynews.ascopubs.org/do/pd-1-resistance-melanoma-if-avoidable $SWTX trades at the 3rd lowest multiple in this peer group even after recent surge (2/28/25 PDUFA is pot'l inflection point). M&A exit near? $MRUS approval yesterday adds new peer & pot'l volatility at 6.3X FY28 estimates (but maybe not too). $DAWN presented yesterday @ Piper Sandler. DAWN sees no near-term competitive threat. This is for info purposes only. This is not investment advice. $BPMC

Dr_Van_Nostrend Posted - 2 weeks ago

$DAWN And that folks, is how you load a low float bio. Take notes... you buy 2M shares when nobody is looking at short 100K shares and close it flat, then do it again and again.

CrispDry Posted - 2 weeks ago

$DAWN damn. They got me. Down 4%

DonCorleone77 Posted - 2 weeks ago

$DAWN Attached is page 1 of a Piper Sandler analyst report on DAWN from yesterday entitled: "Live@PSC: Continued Confidence In Ojemda Trajectory, DAY301 External Validation" Piper has an 'Overweight' rating on DAWN with a $40 price target. Piper's "Conclusion' statement is as follows: "We hosted a Fireside Chat with DAWN management at the 36th Annual Piper Sandler Healthcare Conference earlier today. Our conversation centered around the ongoing commercialization of Omjeda in pLGG, its confidence around the durability of new patient starts, the opportunity to become standard of care 2L therapy, as well as the opportunity for re-treatment and expectations to provide guidance around FIREFLY-2 timelines in 2025. It also noted the external validation of its PTK7 ADC DAY301 via LLY's recently disclosed PTK7 ADC given very similar linker/payload design features. Additional details from our discussion follow below."

CrispDry Posted - 2 weeks ago

$DAWN hopefully can rally the pop here to make up for my disastrous INTC trade

Rollercoaster22 Posted - 2 weeks ago

$DAWN Someone hyst bought 2,16 m. shares at $13,80. 😱

Smatty Posted - 2 weeks ago

$DAWN someone just bought 2M shares...