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Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances raised full-year revenue outlook, attributed to stronger demand for Amtagvi and Proleukin, is driving the sharp rally and bullish reaction. Traders are also looking ahead to NSCLC data, while short-squeeze talk is speculative.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy shares are surging as traders focus on AI data-center power demand and the expanded Fremont manufacturing footprint, which an analyst cited as a sign of strong demand. The reaction is broadly bullish around the breakout, though traders also flag sharp volatility, valuation concerns and lingering questions about Oracles Project Jupiter timeline.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival shares are rallying after quarterly results topped expectations and the company raised its full-year outlook, with strong bookings and yields supporting the upbeat view. Traders are celebrating the beat and pushing back on bearish bets, while some remain cautious about fuel costs and weaker near-term guidance.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for the U.S. Armys ALATTIS program to develop next-generation 10 kV silicon-carbide power semiconductors is driving attention, with bulls viewing it as technology and domestic-manufacturing validation. The debate is whether the prototype award can lead to larger business: its financial terms are undisclosed, and some traders caution that it may not translate into meaningful near-term revenue as the initial rally faded.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

AstraZenecas multibillion-dollar investment in Summit and collaboration to test ivonescimab in combination cancer therapies are driving attention, with traders viewing the deal as financial backing and validation of the drug. Reactions are largely optimistic, though some stress that it is not a buyout and does not resolve the separate FDA decision ahead.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles change-of-control severance policy has fueled speculation about a possible buyout or strategic deal, though traders disagree and note that the filing is not evidence of an active transaction. The buzz is tempered by continued frustration over the lack of a shipment or launch date for BlueBirds 1416 and uncertainty around BlueBird 11.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

Shares are under pressure after the FHFA moved to let Fannie Mae and Freddie Mac use VantageScore alongside FICO for mortgage lending, challenging FICOs longstanding position in mortgage credit scoring. Traders debate whether cheaper competition will erode FICOs pricing power and market share or whether lenders reliance on FICO makes the selloff an overreaction.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is drawing attention for a string of defense-drone developments, especially the U.S. Air Forces expanded contract for DZYNEs ULTRA reconnaissance aircraft, alongside counter-drone deployments and acquisitions that broaden its capabilities. Bulls see the contracts and high reported short interest as potential catalysts, while skeptics point to dilution and the stocks failure to sustain gains; claims of manipulation or an imminent squeeze remain speculation.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is under pressure after four-year AMT-130 Huntingtons disease data showed less slowing on the primary cUHDRS measure than at three years, without statistical significance, although the TFC measure remained significant. Traders are divided: bears see a durability concern, while bulls argue the selloff is excessive because the BLA is based on the stronger three-year data and cite patient dropouts and external-control limitations.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is drawing attention for volatile trading around the $136$140 support area, with traders debating whether the shares can recover toward resistance or resume their slide. Bulls cite the companys exposure to AI data-center power demand and long-term customer agreements, while skeptics question how quickly that demand translates into cash flow and share-price strength.

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$NRIX IMO, not a good omen for the protein degrader and biotech sector in general when a whopping $700M upfront barely moves the needle and market cap of a stock.  Several weeks ago  $CCCC got $20M from Roche and closed down on the news. $GLUE about 9 months ago got $120M from Novartis and it ran - that is how the times have changed. The adverse repercussions of the war are going into the exponential phase up and biotech is moving to the bottom of hedge investments.

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Wemby5566

$NRIX $GLUE was also sold of the first day. we have a lot of retail in this stock and high SI. it wil take some time till this climbs to a new high!

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Nurix Therapeutics Inc

C4 Therapeutics Inc

Monte Rosa Therapeutics Inc

 IMO, not a good omen for the protein degrader and biotech sector in general when a whopping $700M upfront barely moves the needle and market cap of a stock.  Several weeks ago  

 got $20M from Roche and closed down on the news. 

 about 9 months ago got $120M from Novartis and it ran - that is how the times have changed. The adverse repercussions of the war are going into the exponential phase up and biotech is moving to the bottom of hedge investments.

LabPsycho

@LabPsycho there are pros and cons to the deal.
The cons:
- M&amp;A off the table for now
- they gave up 50% of future sales

So lack of movement in stock price is not that unreasonable. 

Although I think NRIX in undervalued and derisked now

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 there are pros and cons to the deal.
The cons:
- M&A off the table for now
- they gave up 50% of future sales

So lack of movement in stock price is not that unreasonable. 

Although I think NRIX in undervalued and derisked now

Biotech Pharma Investor

@Biotech_Pharma_Investor I agree with the points of your post. Ergo the excitement potential has been reduced IMO. Your thoughts?

 I agree with the points of your post. Ergo the excitement potential has been reduced IMO. Your thoughts?

@LabPsycho Bought overnight. Sold +30% PM and bought back around same price.

Sure may go red but I like NRIX at current valuation a lot. I think Roche deal considerably de-risks NRIX. 
Multi-$B potential with best-in-class characteristics now derisked by Roche deal. 
Add that to Sanofi and Gilead deals + DAC pipeline. I can&#39;t think of many set-ups that promising.

Also long term upside potential surely better with this deal vs a hypothetical near-term M&amp;A.

Seems like a long-term hold + average down on unreasonable dips

Barrick Mining Corp

 Bought overnight. Sold +30% PM and bought back around same price.

Sure may go red but I like NRIX at current valuation a lot. I think Roche deal considerably de-risks NRIX. 
Multi-

 potential with best-in-class characteristics now derisked by Roche deal. 
Add that to Sanofi and Gilead deals + DAC pipeline. I can't think of many set-ups that promising.

Also long term upside potential surely better with this deal vs a hypothetical near-term M&A.

Seems like a long-term hold + average down on unreasonable dips

@Biotech_Pharma_Investor I appreciate your reply and other informative posts. I skimmed some of the bios you post about and they are different than my watch list. I wonder if you have a top 2 or 3 on your list you&#39;d like to share?

 I appreciate your reply and other informative posts. I skimmed some of the bios you post about and they are different than my watch list. I wonder if you have a top 2 or 3 on your list you'd like to share?

@LabPsycho List freely available in my substack (will share a few picks later- currently traveling)

 List freely available in my substack (will share a few picks later- currently traveling)

@LabPsycho List if my holdings (add ACET and NRIX, remove IVVD)

https://open.substack.com/pub/biotechpharmainvestor/p/current-holdings?utm_source=share&amp;utm_medium=android&amp;r=2nece1

This post will need frequent updating, but do not expect real-time updating whenever I do a trade.

Substack

Current holdings

 List if my holdings (add ACET and NRIX, remove IVVD)



@LabPsycho $BOLD $NVNO $KPRX very asymetric risk/reward trading below cash

Boundless Bio Inc.

enVVeno Medical Corporation

Kiora Pharmaceuticals Inc

 very asymetric risk/reward trading below cash

@LabPsycho $DTIL like HBV cure potential.
$AVIR best HCV cure (but risky commercialization)

Precision Biosciences Inc

Atea Pharmaceuticals Inc

 best HCV cure (but risky commercialization)

@LabPsycho degraders portfolio $CCCC $PRLD $ARVN $FHTX  $NRIX 
(all likely to go down a lot with XBI dip)

Prelude Therapeutics Inc

Arvinas Inc

Foghorn Therapeutics Inc

 
(all likely to go down a lot with XBI dip)

@Biotech_Pharma_Investor IMO, GLUE should be the #1 on your list (for one degrader company to go up)

 IMO, GLUE should be the #1 on your list (for one degrader company to go up)

@LabPsycho Unlucky me back then whan I was reviewing degraders company GLUE was the last one I reviewed. Was too tired and passed quickly when it was at the bottom. I missed the best one. Too stubborn to chase now

 Unlucky me back then whan I was reviewing degraders company GLUE was the last one I reviewed. Was too tired and passed quickly when it was at the bottom. I missed the best one. Too stubborn to chase now

@Biotech_Pharma_Investor I hear you....made similar mistakes many times. Cant bring oneself to pile in after 400% but then watch it go up another 200%/  
Back then (last year) every biotech was dumping massive amounts of shares on any news...GLUE with that 120 Million upfront from Novartis did not...that to me is what really separated it from the pack and also suggested more good news on the way. That and their Science and Nature articles which I think leads the sector.  
Look at their potential milestones and dovetail that with NRIX recent jaw dropping $700M upfront for PART! of one of their drugs. To me, that set the bar very high for the next potential money paying partnership price  big pharma will likely have to pay for a ticket of admission to GLUE. Thats why I think another 50-90% from here is still possible. On the other hnd  50% retrce still leaves money on the table for those in last Sep at $4

 I hear you....made similar mistakes many times. Cant bring oneself to pile in after 400% but then watch it go up another 200%/  
Back then (last year) every biotech was dumping massive amounts of shares on any news...GLUE with that 120 Million upfront from Novartis did not...that to me is what really separated it from the pack and also suggested more good news on the way. That and their Science and Nature articles which I think leads the sector.  
Look at their potential milestones and dovetail that with NRIX recent jaw dropping $700M upfront for PART! of one of their drugs. To me, that set the bar very high for the next potential money paying partnership price  big pharma will likely have to pay for a ticket of admission to GLUE. Thats why I think another 50-90% from here is still possible. On the other hnd  50% retrce still leaves money on the table for those in last Sep at $4