Quantumup
Posted - 17 hours ago
$DAWN ICYDK (No PR AFAIK) $DAWN has Three Tovorafenib Presentations for the Upcoming 29th Annual Meeting and Education Day of the Society for Neuro-Oncology November 21-24, 2024 in Houston, TX. #SNO2024 https://virtual.oxfordabstracts.com/event/18018/submission/175 https://virtual.oxfordabstracts.com/event/18018/submission/198 https://virtual.oxfordabstracts.com/event/18018/submission/125 $eras
CH_Expat
Posted - 18 hours ago
$DAWN $IDYA $ARVN
Current Top-3 of my undervalued underperformers in Bioland. Missed the XBI-Run from 60 to 100 completely. Huge potential for doubles here.
Luka_Law
Posted - 19 hours ago
$KNSA $DAWN LFG, expected this to move higher. Also, your thoughts on MYNZ? Who's behind the 30M share offering deal? 👀 And how could the Thermo Fisher (TMO) partnership ($210B market cap) reflect this stock movement and PR buzz everywhere on socials?
MoneyWise13
Posted - 1 day ago
$DAWN Such an easy buy and hold at these levels with initial sales figures coming in the way they have. Regardless of RFK, this is a clear BO play
Paddy444
Posted - 1 day ago
$DAWN I have found major value here to come even in the short term. I also feel lots was accomplished in Europe. I now have a strong position here and feel this is where the value will really pay off with some patience now.
DonCorleone77
Posted - 1 day ago
$NXE $OPRA $GFL $MGNI $DAWN This is in relation to the news I referenced in my post below on 10/25/24: NexGen Energy achieves permitting milestone NexGen Energy announced a milestone in the Federal EA process for its 100% owned Rook I Project. The CNSC has provided NexGen formal confirmation that the company has successfully addressed all information requests received as part of the Federal technical review. With completion of the CNSC technical review, the next and final steps in the federal approval process include scheduling a Commission Hearing Date for the Project, subject to which the CNSC will render an approval decision on the project.
Polip
Posted - 2 days ago
$DAWN someone here was over leveraged and is unwinding the position against its will. I can’t see why would anyone sane would sell at the current price
G101SPM
Posted - 2 days ago
$DAWN $13.02 bid. DAC (dollar average cost) (2) $14.22 last $13.39 (11.15.24). EXIT $30.00 - long term. BRIEF: Today announced that management will participate in a fireside chat at the Piper Sandler 36th Annual Healthcare Conference on Tuesday, December 3 at 3:00 p.m. EST.
MoneyWise13
Posted - 2 days ago
$DAWN Really did not expect the RFK announcement to hit Bio's this hard. Great opportunity to add more here
Dr_Van_Nostrend
Posted - 2 days ago
$DAWN Sold puts here and added calls as well. They have over $8 a share in cash. It's pretty absurd to be down here after an extremely successful drug launch with triple the guided growth.
Idvst8
Posted - 2 days ago
$DAWN - Cheap getting cheaper. Unreal.
Quantumup
Posted - 2 days ago
Jefferies initiated Erasca Inc ( $ERAS) at a Buy rating and a $6 price target. Jefferies told investors in its research note: "We see appeal in $ERAS's valuation supported by early but pot'ly best-in-class pan-RAS and pan-KRAS-targeted txs, given the massive market opty ( $RVMD mkt cap of ~$9B) and derisked MOA, based on data from $RVMD's RMC-6236. Add'ly, $ERAS preclin data look promising and are on-par/better than RMC-6236. ERAS is also in ph.III NRASmut melanoma w/ naporafenib + trametinib; although mkt opty could be smaller vs RAS, the study is derisked given prior ph.I&Il data." $nvs $mrk $dawn
Night_Owl_Biotech
Posted - 5 days ago
Earnings season is now over. Attached is a schedule noting actual Q3 v consensus for 64 of the 94 commercial-stage bios with a 1st/2nd product approved since 1/1/17 (market cap $200MM+) as well as changes in market cap (sorted high to low) since the start of earnings season. $RIGL was the biggest winner during this period. RIGL beat by 32% yet jumped 68%. $MDGL was #2 beating by 83% yet SP gains were 33%. $PHAT the biggest loser by, as best we can tell, warning of 2 years patent loss. $LXRX losses were not sales related. There were some real head scratchers especially in oncology including IOVA, $DAWN & GERN. We'll post simple analytics this weekend. This is not investment advice. We track these manually so there may be inadvertent mistakes.
MoneyWise13
Posted - 5 days ago
$DAWN This is insanely overdone. M&A environment to improve under Trump while RFK takes control of drug industry. Definitely a double edge sword here, but this move lower is unwarranted. I'll be loading more Monday
G101SPM
Posted - 5 days ago
$DAWN $13.39 ask. BUY/ADD TO LONBG POSITION carries SPM 87.84 tag to $30.00 in long term. DAC (dollar average cost) (2) $$14.22..
Smatty
Posted - 6 days ago
$DAWN They are trying to drive this down on pretty nominal shares last few days. Don't let them steal yours.... Every target out there from analysts is $24+
MoneyWise13
Posted - 1 week ago
$DAWN 👀👀 I smell the chefs in the kitchen prepping the main entree
DonCorleone77
Posted - 1 week ago
$DAWN Day One Biopharmaceuticals management to meet with Piper Sandler Meetings to be held in Europe November 11-13 hosted by Piper Sandler.
M_Chromatic
Posted - 1 week ago
$DAWN Weekly chart with volume profile. Point-of-Control (orange horizontal line) is where the most volume has been traded and looks like strong support at $13.83. Above the current price there doesn't look like a lot of over head supply to stop a strong run if it makes one.
NVDAMillionaire
Posted - 1 week ago
$DAWN Day One Biopharmaceuticals (DAWN): Unlocking the Potential of Targeted Therapies for Life-Threatening Diseases https://beyondspx.com/article/day-one-biopharmaceuticals-dawn-unlocking-the-potential-of-targeted-therapies-for-life-threatening-diseases
Doozio
Posted - 1 week ago
$xbi is NOW in RYTM with $iwm from a new 🧠 $dawn 🧠👀 to da FUTUre of 🧠⏰ n $thrd INTA 🧠⏰♾️
lolo14
Posted - 1 week ago
$DAWN PT upgrade JP Morgan 39$
vatexas
Posted - 1 week ago
$DAWN Bought few more here.. hoping for 20's soon
TheGunnerAB
Posted - 1 week ago
$DAWN $SWTX $IBRX $XFOR
TheGunnerAB
Posted - 1 week ago
$DAWN $SWTX $IBRX It looks like cancer treating companies are up. Everything else is down.
M&A should pick up significantly, and approved cancer treating companies are the main target of BO.
RonIsWrong
Posted - 1 week ago
$DAWN continuation - elevated volume last few days
Doozio
Posted - 1 week ago
From a new 🧠 $dawn 🧠👀 to da FUTUre of 🧠⏰ INTA 🧠⏰♾️
Magnificient
Posted - 1 week ago
$DAWN good bo canidate. Only concern Ipsen Pattnership ex US?
RonIsWrong
Posted - 1 week ago
$DAWN highest close in more than three months.
DonCorleone77
Posted - 1 week ago
$NXE $OPRA $GFL $MGNI $DAWN Ironically, today both GFL and DAWN are both trying to break of the bases I referenced in my post below. GFL chart is attached.