scott52
Posted - 28 minutes ago
$TSVT I'll believe this sell off is over when NVDA is $665.
TheWinningStock
Posted - 6 hours ago
$IBRX <<<---well longs, $tsvt $gsk $crdl we are almost a the finish line, two more business days and the price should top to no less than $15, good luck, see ya in Vegas!..
JerryMalone32
Posted - 17 hours ago
@Frank_Mondo @spderman @Fatpocketz Unfortunately, yes. And another million on $tsvt. Thank you Nick Leschly.
ians
Posted - 19 hours ago
$TSVT C’mon $BMY, Abecma is ripe for the taking. Total control of the manufacturing process can not only reduce cost & increase margins but also help patients receive their therapy sooner. Time to own the entire 3L+ r/r MM market. $15-20 BO 😉☘️💎
Gerni130_MonopolyMan
Posted - 21 hours ago
$TSVT i am out > change to $HOLO yesterday.
scott52
Posted - 21 hours ago
$TSVT Back to $3.85.
Myardiny_Toe
Posted - 22 hours ago
$TSVT back to $1.50 boys and girls
Quantumup
Posted - 1 day ago
BMO Capital $LEGN Outperform/$90: "1Q24 Sales Missed Consensus by ~8%; We Don't see any Long-Term Impact" BMO expects the 2L approval2 sig'ly expand the addressable pop/demand +w/ mfg'g scaling will enable Carvykti sales2meet/beat '24 cons expys (~$1B): $ACLX $jnj $gild $tsvt bmy
JerryMalone32
Posted - 2 days ago
@Fatpocketz @spderman I'm right there with fatpockets. Down over a million with $blue and over a million also with $tsvt ... Still holding because I believe $blue will do well with SCD, and because I believe $tsvt could get bought out by $bmy .... But nothing Obenshain & Co. do shocks me anymore. Not since that PRV fuck-up. They're the absolute worst. They make Leschly look competent.
valueforme
Posted - 2 days ago
$TSVT Understand the landscape. "While BCMA Car-T has produced better response rates than T-cell engagers in late-line multiple myeloma, bispecifics have advantages including the fact they can be used immediately and don’t require prior lymphodepletion" https://www.oncologypipeline.com/apexonco/tecvayli-threatens-eclipse-carvykti
jayslow
Posted - 2 days ago
$TSVT the lowest price of the year, I guess.
jayslow
Posted - 2 days ago
$TSVT ER 1st week of May?
KY3000
Posted - 2 days ago
$TSVT different company now, they going to be close to a quarterly profit in Q1. Even without a BO, fundamentals that are coming are unheard of in biotech
Peterson28
Posted - 3 days ago
$TSVT wow. It is really NOT cyclical at all. Just underperformed the market significantly only. Very smart.
valueforme
Posted - 3 days ago
$TSVT J&J reported Q1 2024 today Carvykti sales are almost flat 2 quarters in the row. Competition from T-Cell engagers and bispecifics is significant . Of course things will change as they are 2L+ now. BMS is reporting on Apr 25th Abecma's trajectory is way worse as you know. Q1 2024 will unlikely be good. Q2 2024 will be transitional and Q3-Q4 2024 will allow us to reason about 3L+ and sLVV impact .
Don't forget that TSVT is only sharing profits and losses on US sales of Abecma
TheWinningStock
Posted - 4 days ago
$IBRX <<<-- Please consider listening to this podcast; it looks very promising for approval next week. $TSVT $CRDL $PFE https://www.youtube.com/watch?v=WtECko8gZIU
JerryMalone32
Posted - 4 days ago
@stock_master84 So, first, $blue has never been found to be infringing by a court. There was a settlement between Girondi, MSK and $blue .... The RICO lawsuit filed by Girondi alleges that he was DUPED into settling, and he fantasizes that the $tsvt $blue spinoff was part of a master plan to rip him off. Girondi is a nutball.
TheWinningStock
Posted - 4 days ago
$TSVT <<--moderate buy, long hold...
valueforme
Posted - 5 days ago
$TSVT Abecma is indicated in Triple-class exposed (TCE) multiple myeloma, which occurs when a patient has received treatment with at least one immunomodulatory drug (IMiD), one proteasome inhibitor (PI), and one anti-CD38 monoclonal antibody.
Carvykti is indicated for patients who have received a PI and an immunomodulatory agent, and are lenalidomide-refractory.
So, Carvykti is going to compete with anti-CD38 (or bispecifics) for the 2nd line. Abecma is going to try to attract patients that failed anti-CD38 / bispecifics.
I doubt there will be a lot of "take Abecma after the failed Carvykti" cases. Both are BCMA targeting
KY3000
Posted - 6 days ago
$TSVT so how does this work? Legend does 2nd line, patient progresses to 3rd line, doc gives legend again? Or try TSVT?, than last line, we do a car-t again?
valueforme
Posted - 6 days ago
$TSVT SSR for Monday TSVT,"2sevety bio, Inc. Cm St",Q,4/12/2024 3:04:02 PM
radham
Posted - 6 days ago
$TSVT but what kinda fuckery is this??
mcrotary
Posted - 6 days ago
$TSVT still bullish.. markets will and always recover..
radham
Posted - 1 week ago
$TSVT how????!
blueb22
Posted - 1 week ago
$TSVT - with this price suppression/manipulation and quite message board, I think (and believe) that BO could be announced on any fine Monday morning ... it could be next Monday ... it could be week after next ... it could be in a Month ... or in couple months ... but that will happen for sure. It could be BMS (most probably suiter), but it could be someone else, like Pfizer, or Gilead, or any other pharma (given it is lean company with 65 employees and only focus on Abecma). Hope it is BO like PRVB (by partner with 250% premium) and this high premium is fair for TSVT valuation at this stage with 3rd line approval, sLLV approval, and 1st line study ongoing etc). Good Luck! and Fingers Crossed!
Myardiny_Toe
Posted - 1 week ago
$TSVT
KY3000
Posted - 1 week ago
$TSVT 70% margins, 120$ mill to break even, this is about to become a cash register
Trending__Now
Posted - 1 week ago
$TSVT One of the easiest plays in the stock market. 1) FDA approval 2) Indication expanding 3) Market Cap is almost = to cash on hand. 4) Yearly market sales potential of $500 million per year. 5) BMY is TSVTs partner in trials and produces the therapy. 6) Buyout target for BMY. Good grief...the cash is sitting in the company for the buyout.
Doorkey
Posted - 1 week ago
$TSVT Now at 91%...after scalping VERU
mcrotary
Posted - 1 week ago
$TSVT from 1 hour time frame upwards looking beautiful again..