Srav Reddy
liked
$RTX Corp(RTX.US$ i’m wondering how high this is going to go on Monday? i’m thinking 3% to 5% next week.
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Srav Reddy
liked
$Legend Biotech(LEGN.US$ $Johnson & Johnson(JNJ.US$
🔔 FDA approves CARVYKTI® label expansion 🎉
⇨ 1st and only BCMA-targeted CAR-T cell therapy
for 2nd-line Tx of multiple myeloma
⇨ based on CARTITUDE-4 study
⇨ 11:0 favorable FDA AdCom votes
🔔 FDA approves CARVYKTI® label expansion 🎉
⇨ 1st and only BCMA-targeted CAR-T cell therapy
for 2nd-line Tx of multiple myeloma
⇨ based on CARTITUDE-4 study
⇨ 11:0 favorable FDA AdCom votes
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Srav Reddy
commented on
🗓️ Last week’s PDUFAs:
$Akebia Therapeutics(AKBA.US$ : Approved 🎉
⇒ Vafseo (Vadadustat)
⇒ Anemia due to CKD
⇒ NDA
⇒ PDUFA: 3/27/24
$Merck & Co(MRK.US$ : Approved 🎉
⇒ WINREVAIR (sotatercept)
⇒ Pulmonary arterial hypertension
⇒ BLA
⇒ PDUFA: 3/26/24
$AstraZeneca(AZN.US$ : Approved 🎉
⇒ Ultomiris (ravulizumab)
⇒ NMOSD
⇒ sBLA
$Regeneron Pharmaceuticals(REGN.US$ : CRL 🙁
⇒ Odronextamab
⇒ r/r FL and r/r DLBCL
⇒ BLA
⇒ PDUFA: 3/31/24
📌 This week’s PDUFAs: 🚨
$AstraZeneca(AZN.US$ : 🤔
⇒...
$Akebia Therapeutics(AKBA.US$ : Approved 🎉
⇒ Vafseo (Vadadustat)
⇒ Anemia due to CKD
⇒ NDA
⇒ PDUFA: 3/27/24
$Merck & Co(MRK.US$ : Approved 🎉
⇒ WINREVAIR (sotatercept)
⇒ Pulmonary arterial hypertension
⇒ BLA
⇒ PDUFA: 3/26/24
$AstraZeneca(AZN.US$ : Approved 🎉
⇒ Ultomiris (ravulizumab)
⇒ NMOSD
⇒ sBLA
$Regeneron Pharmaceuticals(REGN.US$ : CRL 🙁
⇒ Odronextamab
⇒ r/r FL and r/r DLBCL
⇒ BLA
⇒ PDUFA: 3/31/24
📌 This week’s PDUFAs: 🚨
$AstraZeneca(AZN.US$ : 🤔
⇒...
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4
Srav Reddy
liked
See Biotech companies with cancer assets 👇
⇨ held by 5 biopharma-focused hedge funds! 🔥
$Arcellx(ACLX.US$ : Anito-cel (Ph 2)
$Adaptimmune Therapeutics(ADAP.US$ : Afami-cel (PDUFA) ⏳
$Bicycle Therapeutics(BCYC.US$ : BT8009 (Ph 1/2)
$Centessa Pharmaceuticals(CNTA.US$ : LB101 (Ph 1/2)
$Day One Biopharmaceuticals(DAWN.US$ : Tovorafenib (PDUFA) (check comments for details)
$Fate Therapeutics(FATE.US$ : FT576 (Ph 1)
$Fusion Pharmaceuticals(FUSN.US$ : FPI-2265 (Ph 2)
$GRCL: ...
⇨ held by 5 biopharma-focused hedge funds! 🔥
$Arcellx(ACLX.US$ : Anito-cel (Ph 2)
$Adaptimmune Therapeutics(ADAP.US$ : Afami-cel (PDUFA) ⏳
$Bicycle Therapeutics(BCYC.US$ : BT8009 (Ph 1/2)
$Centessa Pharmaceuticals(CNTA.US$ : LB101 (Ph 1/2)
$Day One Biopharmaceuticals(DAWN.US$ : Tovorafenib (PDUFA) (check comments for details)
$Fate Therapeutics(FATE.US$ : FT576 (Ph 1)
$Fusion Pharmaceuticals(FUSN.US$ : FPI-2265 (Ph 2)
$GRCL: ...
9
Srav Reddy
liked
Despite a superior earnings outlook, the company's P/E ratio doesn't reflect this positivity, indicating investor skepticism about future growth. Unobserved threats to earnings could be preventing the P/E ratio from matching the outlook.
2
Srav Reddy
liked
The FDA PDUFA Calendar is a chronological calendar of PDUFA target dates as well as Advisory meetings (ADCOMM). PDUFA target dates are dates by which the FDA aims to deliver their decision regarding an NDA or BLA filing. These decisions can however come before the PDUFA target date.
$Vanda Pharmaceuticals(VNDA.US$ $Legend Biotech(LEGN.US$ $Supernus Pharmaceuticals(SUPN.US$ $ImmunityBio(IBRX.US$ $Aquestive Therapeutics(AQST.US$ $X4 Pharmaceuticals(XFOR.US$ $Liquidia(LQDA.US$ $Neurocrine Biosciences(NBIX.US$ $Moderna(MRNA.US$ $Day One Biopharmaceuticals(DAWN.US$
$Vanda Pharmaceuticals(VNDA.US$ $Legend Biotech(LEGN.US$ $Supernus Pharmaceuticals(SUPN.US$ $ImmunityBio(IBRX.US$ $Aquestive Therapeutics(AQST.US$ $X4 Pharmaceuticals(XFOR.US$ $Liquidia(LQDA.US$ $Neurocrine Biosciences(NBIX.US$ $Moderna(MRNA.US$ $Day One Biopharmaceuticals(DAWN.US$