0.00Open9.40Pre Close0 Volume0 Open Interest7.50Strike Price0.00Turnover0.00%IV4.87%PremiumMay 17, 2024Expiry Date8.62Intrinsic Value100Multiplier-2DDays to Expiry0.79Time Value100Contract SizeAmericanOptions Type--Delta--Gamma1.71Leverage Ratio--Theta--Rho--Eff Leverage--Vega
Day One Biopharmaceuticals Stock Discussion
» Holdings in Top 20: 70.21%
» Qtr over Qtr Change**: +21.81%
Top Holdings:
$Ascendis Pharma A/S(ASND.US)$
$Vaxcyte(PCVX.US)$
$Legend Biotech(LEGN.US)$
$Janux Therapeutics(JANX.US)$
$Aerovate(AVTE.US)$
$Rhythm Pharmaceuticals(RYTM.US)$
$Evolent Health(EVH.US)$
$NewAmsterdam Pharma(NAMS.US)$
$RxSight(RXST.US)$
$TYRA BIOSCIENCES, INC.(TYRA.US)$
$Edgewise Therapeutics(EWTX.US)$
$4D Molecular Therapeutics(FDMT.US)$
$Biogen(BIIB.US)$
$PepGen(PEPG.US)$
...
🗓️ Last week’s PDUFAs:
$Pfizer(PFE.US)$ : Approved 4/26 🎉
⇨ BEQVEZ (fidanacogene elaparvovec-dzkt)
▹ Hemophilia B
▹ BLA
▹ PDUFA date: Q2 2024
$Day One Biopharmaceuticals(DAWN.US)$ : Approved 4/23 🎉
⇨ OJEMDA (tovorafenib)
▹ Pediatric low-grade glioma
▹ NDA
▹ PDUFA date: 4/30/24
$ImmunityBio(IBRX.US)$ : Approved 4/22 🎉
⇨ Anktiva + BCG
▹ Bladder cancer
▹ resubmitted BLA
▹ PDUFA date: 4/23/24
$Abeona Therapeutics(ABEO.US)$ : CRL 4/22 🙁
⚠...
they have 319milliom cash ok hand ans sales force ready to go. I'm listening in! 😏
Larger Image: tradingview.com...
$Day One Biopharmaceuticals(DAWN.US)$
must be why it didn't bounce higher off FDA news
👉🏻Libervant for pediatric - global sales $2-300+ million per year. HUGE 💵 ** Libervant for adults - Globally is at least double that of pediatrics 500 Mil+ 👉🏻 Anaphylm - global sales $1 billion per year if not more FINALLY 👉🏻 AQST 108 (epinephrine cream) for dermatology- Multi hundred millions. ** REACAP Revenue 📈🚀🥇💯 (buyout) hummm 🤔⏰ Small market cap of $328 million is very undervalued. If you added the potential for Libervan...
$Supernus Pharmaceuticals(SUPN.US)$ : CRL 4/8/24 🙁
⇒ SPN-830
⇒ OFF episodes in PD
⇒ NDA
⇒ PDUFA: 4/5/24
$Legend Biotech(LEGN.US)$ & $Johnson & Johnson(JNJ.US)$ : Approved 🎉
⇒ CARVYKTI (cilta-cel)
⇒ Multiple myeloma
⇒ sBLA
⇒ PDUFA: 4/5/24
$AstraZeneca(AZN.US)$ : Approved 🎉
⇒ Enhertu
⇒ HER2+ solid tumors
⇒ sBLA
⇒ PDUFA: Q2 2024
$2seventy bio(TSVT.US)$ & $Bristol-Myers Squibb(BMY.US)$ : Approved 🎉
⇒ Abecma
⇒ Multiple myeloma
⇒ sBLA
⇒ Delayed PDUFA
$Vanda Pharmaceuticals(VNDA.US)$...
⇨ 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: ...
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