$NKTX now down to 50% below cash value, runway into 2029, with major data readout in 2 weeks (analyst called for 100% upside if data strong back when stock was mid $2s). Just sayin'
$NKTX nice out-performance today off the bottom. Long way to run back up to cash value of $3+/share. If first ever CAR-NK data in two weeks shows a superior profile to CAR-T in autoimmune disease, these guys could dethrone CAR-T IMO
$BCAB - $BOLT just got a merger done. $BCAB next on deck. Bank working for 7-8 months to get a deal done on assets. Likely turning into an AI biotech by end of year and only $2M market cap (multi-bagger upside). inversagen.ai
BioValues retweeted
$NKTX — one of the cleaner run-up shapes on the board right now.
ACR Convergence, Nov 8–9: first-ever autoimmune data for NKX019, Nkarta's off-the-shelf CD19 CAR-NK — myositis oral Sunday, scleroderma poster Monday, plus a safety oral Wednesday.
CEO Paul Hastings at Stifel, on the ACR slots: "You don't get an oral presentation at ACR if you have shitty data." He kept coming back to durability + safety — dosed outpatient with just 2 hours of monitoring.
The setup: $1.74, sitting on its 52-week low after six months of bleeding, with $3.40 a share in cash on the balance sheet. Market cap ~$125M vs $243M cash, runway into 2029, no raise hanging over the print. You're basically getting the data for free.
Safety already telegraphed clean — no CRS, no ICANS in the abstract — so this trades on one thing: real responses in the efficacy cohorts.
BioValues retweeted
$MRK $MRNA data amazing HR .58. So $MRK $MRNA data leaked to this website which is now down. HR is .58. oncology-central.com/interpa…
$LXEO back above $3. Could have bought this in $2.50s a few days ago. Key data imminent
$CRBP after falling all the way to $4s and under cash value decided to re-enter here for upcoming front line CRB-701 data in q1. Should get some momentum closer to data (maybe coming at JPM?). $90M market cap
$CRBP I actually missed the 13G filing showing RA taking a 9.9% stake in Sept, post obesity data. So it's good to see them seeing the value opportunity with CRB-701:ir.corbuspharma.com/sec-fili…
$BCAB pretty sure they are about to announce a deal or merger with inversagen.ai. Market cap $2M and today filed for a $40M SEPA that is capped at daily volume and 4.99% ownership. Should explode if/when announced. ir.bioatla.com/node/10251/ht…
$xbi almost to Santa Rally time. November the strongest month historically and December good too. 🤞
$NKTX down to $140M market cap vs $240M cash, which lasts into 2029 (don't think you can find that safe anywhere in biotech, factoring in near term data too). On top of that at a major support area going into key Nov data. I like my odds at this level when biotech turns around.
$NKTX In my opinion the "safest" biotechs to be in are ones that very strongly well capitalized, with long cash runways, no need to raise, and major near term data inflection points. NKTX checks all the boxes
BioValues retweeted
I like the chart and the upcoming data on $NKTX in Nov. 6th thru the 11th ...I think they got something cooking here.












