maikelm82 Posted - 8 hours ago

$DAWN looking good $XBI

Night_Owl_Biotech Posted - 2 days ago

The attachment graphs the share prices of 9 commercial-stage oncology focused biopharmas with market caps of less than $5B since 6/28/24. There's compelling evidence that suggests this pool of bios are the strongest candidate for acquisition (see our 9/23/24 post). These 9 are off 13 to 45% from Q3 2024 peaks. 6 of the 9 are off by more than 20%. This is not investment advice but if you believe investment cycles are cyclical it may be a good time to research this peer group. $URGN closed a $108MM equity financing at $17.50 share not 4 months ago. URGN is off ~25% since. $IOVA $SWTX & $DAWN reported Q2 2024 revenues way ahead of consensus (by at least 15%). IOVA's enterprise value is roughly 6X its FY25 guidance. Investors may also want to pay attention to $DCTH as their CFO said they have enough liquidity to get to profitability.

Ms_P Posted - 4 days ago

$IOVA $GERN $DAWN getting recognition https://www.linkedin.com/posts/califesciences_introducing-the-finalists-for-the-21st-annual-activity-7249206889547247616-qE40?utm_source=share&utm_medium=member_ios

Idvst8 Posted - 4 days ago

$DAWN cheap.

Night_Owl_Biotech Posted - 5 days ago

$SWTX is trading at a year to date low after reporting its second quarterly beat in a row 2 months ago. SWTX shot up after reporting the Q2 2024 beat but is off roughly 28% since (over the last 6-7 weeks). Investors may want to consider SWTX's 2 near-term therapies both of which are anticipated to be Blockbusters (per SWTX's CEO & BofA analysts). We are not qualified to opine on these estimates so we recommend investors research for themselves. Considering Big Pharma's are losing key patents, many believe M&A will eventually pick up. As near as we can tell, SWTX is one of a few high quality targets with meaningful near term revenue pot'l. SWTX trades for ~2.0X FY28 (Year 4) analyst consensus revenue estimates. Centerview Partners' review per IMGN's 14A filing notes median peer Year 4 M&A multiples at 6.0X. SWTX may or may not be a peer. Other comm'l stage oncology focused bios are trading at lows (i.e. $IOVA, $DAWN, $GERN $URGN). This is not investment advice but is it time?

Quantumup Posted - 5 days ago

Needham⬆️the PT on $DAWN to $33 was $32 and reits a Buy rating, after raising its ests for Ojemda based on a short MD survey (N=10)—🔑Takeaways in image: Needham remains confident of Ojemda growing to >$1B in 2030 in 1L/2L PLGG: $eras

anachartanalyst Posted - 5 days ago

$DAWN https://anachart.com/wp-content/uploads/ana_temp/1728468070_soc-img.jpg

Idvst8 Posted - 6 days ago

$DAWN - 1393 watchers. Also, off retail's radar. Good to know. Will go through the 13F's later this week.

Idvst8 Posted - 6 days ago

$DAWN - Low volume. I thought Iovance was anemic. This volume is non-existent. When it comes in, probably moves on AIR. ON radar here.

uberkauft Posted - 1 week ago

$DAWN Day One Biopharmaceuticals, Inc. 14-Day RSI: 47.4 % from 52-Week Low: +42.7% % from 52-Week High: -23.6% Open Interest: 6,553 % Change: +1% Put/Call Ratio: 1.05 % Change: -1.6%

RainbowTrump Posted - 1 week ago

$DAWN I’m the first comment on the day??

TheGunnerAB Posted - 1 week ago

$DAWN @RonIsWrong down on huge volume, what's your take on this one?

Idvst8 Posted - 1 week ago

$DAWN cheap here

RainbowTrump Posted - 1 week ago

$DAWN did they miss sales figures or something???

Rajeshbuffet Posted - 09/28/24

$DAWN $IMCR $IOVA $SWTX $URGN

Night_Owl_Biotech Posted - 09/28/24

The attachment notes the market cap & enterprise value as multiples of FY2026 analyst consensus revenue estimates for all 9 commercial-stage oncology focused biopharmas with market caps from $500MM to $5B. $IOVA & $SWTX trade at the lowest multiple of those with FDA approval within the last year. It's our experience it is 3 years to 85/90% of peak sales for new oncology focused therapies. $URGN closed a $100MM equity offering with accredited investors in mid-June at $17.50 a share after reporting UGN-102 data. URGN filed the NDA last month & now trades for $12.90 (26% lower than the June financing). $IMCR reported $75MM in Q2 2024 product sales ($300MM annualized). IMCR's enterprise value is just over 3X Q2 2024's annualized sales. IMCR has 3 ongoing Phase 3 trials. $DAWN Fierce Pharma provides a great overview of Ojemda's clinical profile v. Novartis' combo & market opportunity. This is not investment advice. More to come.

Doozio Posted - 09/27/24

Chop chop huckleberries as a new 🧠 $dawn is NOW 🧠⏰ in da FUTUre of 🧠⏰♾️

TheGunnerAB Posted - 09/25/24

$DAWN Short Interest is over 15M, the highest I can remember.

Night_Owl_Biotech Posted - 09/20/24

The attachment notes shares prices over the last 13 weeks (3 months) of the XBI & the 7 commercial-stage oncology focused biopharmas with market caps between $1 & $5B. History suggests these are strong candidates for M&A. A table is also provided that shows market cap to enterprise value for all 7 (using 6/30/2024 balance sheet data where cash has likely been burned since). Also provided are current FY2026 analyst consensus revenue estimates sourced via Seeking Alpha. To the far right, FY2026 revenue multiples are provided. $IOVA & $SWTX trade at the lowest multiple of FY2026 revenue estimates (but were also launched sooner than the others excl IMCR). $IMCR recorded $75MM in Q224 revenues ($300MM annualized) & mgmt suggested Kimmtrak still has legs in mUM. This is not investment advice but IOVA's tail looks encouraging as does $DAWN $SNDX FY26 estimates may include contribution from Revumenib that is not approved yet (PDUFA = 12/26/24).

MoneyWise13 Posted - 09/20/24

$DAWN Just going to leave this here

RonIsWrong Posted - 09/20/24

$DAWN alright, since this may be getting some eyeballs.. Here are the highlights from their recent update: - Achieved $8.2 million in OJEMDATM (tovorafenib) net product revenues in initial 2 months of launch - Expanded pipeline with DAY301, potential first-in-class Antibody Drug Conjugate (ADC) targeting PTK7 - Entered into exclusive licensing agreement with Ipsen to commercialize tovorafenib outside of the U.S. for approximately $111 million upfront in cash and equity investment at a premium - Entered into a definitive agreement for an oversubscribed private placement of its securities for total gross proceeds of approximately $175 million The also sold their are pediatric disease Priority Review Voucher for $108M in May. --- Cash Position: The Company’s cash, cash equivalents and short-term investments totaled $361.9 million as of June 30, 2024. see https://ir.dayonebio.com/news-releases/news-release-details/day-one-reports-second-quarter-2024-financial-results-and for the details.

RonIsWrong Posted - 09/20/24

$DAWN getting a little more action now. Look like Martin Shkreli just posted about it on twitter. (hat tip for the Shkreli notice to @WSRX)

Doozio Posted - 4 weeks ago

A new 🧠 $dawn thru $xbi was in June of 2022 not July! Bahhhht anyway a leader of the 🔑? who gives a fook during 🧠⏰♾️

Redposition Posted - 1 month ago

$DAWN Why 🤔

Polip Posted - 1 month ago

$DAWN irrational selling

StockInvest_us Posted - 1 month ago

Signal alert: $DAWN - PivotPoint bottom https://stockinvest.us/l/qEFqG4vynH

shared_alerts Posted - 1 month ago

-09/06/2024- 📉 SCANNER UPDATE📈 $VLRS $DAWN $ARQT $CNK ↩️

DonCorleone77 Posted - 1 month ago

$DAWN This morning from Bank of America's "2H24 Playbook: Catalyst outlook for our SMid biotech coverage"

Night_Owl_Biotech Posted - 1 month ago

We googled "IOVA FY2028 revenue estimates" & got a table by year (attached). For perspective, we took a screenshot of the Centerview Partners written fairness opinion on the Mirati/BMY acquisition where they reviewed 8 M&A transactions, considered peers for Mirati, noting the median year 4 revenue multiple paid was 6.0X. IOVA FY28 revenue estimates = $1.44B so do the math if you believe $IOVA would get a like multiple. Also find a screenshot from Lazard's written fairness opinion on the IMGN/AbbVie transaction. They also reviewed 8 transactions noting the median year 5 multiple paid was 4.0X (mean = 4.2). Notice Lazard notes an $IMGN fair value of up to $20.45/share using year 5 multiples yet IMGN was acquired for $31.45 This is not investment advice. This is for entertainment purposes. We have no idea if IOVA will ever be acquired nor if IOVA would be worth these peer's multiples. Next up will be $DAWN $GERN $SNDX

Bobo1234 Posted - 08/28/24

$DAWN they paid $14.50 for the shares and $14.50 for the pre-funded warrants so they’re not going to sell the stock or exercise the warrants and then sell them for less than $14.50. Does that make sense retards