SpringWorks Therapeutics Stock Forum

🎯 Ph 2 readouts in Q2 2024...
$Iovance Biotherapeutics(IOVA.US)$  Phase 2
$Supernus Pharmaceuticals(SUPN.US)$  Phase 2a
$BRANDES INTERNATIONAL ETF(BINV.US)$  Phase 2a
$MorphoSys(MOR.US)$  Phase 2
$Nuvation Bio(NUVB.US)$  Phase 2
$ALX Oncology(ALXO.US)$  Phase 2
$BioXcel Therapeutics(BTAI.US)$  Phase 2
$Purple Biotech(PPBT.US)$  Phase 2
$Arcus Biosciences(RCUS.US)$  Phase 2
$Medicenna Therapeutics(MDNAF.US)$  Phase 2b
$Affimed NV(AFMD.US)$  Phase 2
$Barinthus Biotherapeutics(BRNS.US)$  Phase 2b...

» Holdings: 112
» Holdings in Top 20: 58.46%
» Qtr over Qtr Change**: 28.47%
Top Holdings:
$Cerevel Therapeutics Holdings(CERE.US)$
$Amicus Therapeutics(FOLD.US)$
$Iovance Biotherapeutics(IOVA.US)$
$Arcellx(ACLX.US)$
$Nuvalent(NUVL.US)$
$Apogee Therapeutics(APGE.US)$
$Inhibrx(INBX.US)$
$Fusion Pharmaceuticals(FUSN.US)$
$Rhythm Pharmaceuticals(RYTM.US)$
$Vaxcyte(PCVX.US)$
$Soleno Therapeutics(SLNO.US)$
$Medtronic(MDT.US)$
$Madrigal Pharmaceuticals(MDGL.US)$
...

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: ...

$SpringWorks Therapeutics(SWTX.US)$ nice go down so i can get some

$SpringWorks Therapeutics(SWTX.US)$ SpringWorks Therapeutics Announces FDA Approval of OGSIVEO™ (nirogacestat) as the First and Only Treatment for Adults with Desmoid Tumors 1 MINUTE AGO, 6:04 PM EST VIA GLOBENEWSWIRE

$SpringWorks Therapeutics(SWTX.US)$ I hope this price action means approval. Fingers crossed 🤞

Gapping up
Select biotech/pharma names showing strength following ESMO:
$Clovis Oncology(CLVS.US)$ +11.3%, $Cardiff Oncology(CRDF.US)$ +9%, $Immatics(IMTX.US)$ +8.3%, $IDEAYA Biosciences(IDYA.US)$ +8%, $Lyra Therapeutics(LYRA.US)$ +5.7%, $POINT Biopharma(PNT.US)$ +5.7%, $Edgewise Therapeutics(EWTX.US)$ +4.7%, $Concert Pharmaceuticals(CNCE.US)$ +3.6%, $Deciphera Pharmaceuticals(DCPH.US)$ +3.2%, $Veracyte(VCYT.US)$ +2.6%, $SpringWorks Therapeutics(SWTX.US)$ +2.3%,...

Gainers:
In reaction to earnings/guidance:
• $Foot Locker(FL.US)$ +19.7%, $BILL Holdings(BILL.US)$ +18.1% (also names new COO), $Buckle Inc(BKE.US)$ +1.7%
Other news:
• $Axsome Therapeutics(AXSM.US)$ +33.8% (announces FDA approval of AUVELITY the first and only oral nmda receptor antagonist for the treatment of major depressive disorder in adults)
• $SpringWorks Therapeutics(SWTX.US)$ +4.9% (late-breaking oral presentation of phase 3 DeFi da...