Recent Posts
Social•Jan 20, 2026
Understanding ORR and RECIST v1.1 Response Metrics
Investors will often see ORR quoted or displayed for oncology clinical trial results for solid tumors Here's what the CRs/PRs/SDs mean at a high level These are assessed on scans I'm using RECIST v1.1 definitions #learnbiotechinvesting #biotech #investing #BiotechPrometheus https://t.co/1YAoHGXujW
By Biotech Investor
Social•Jan 19, 2026
Accelerated & Breakthrough Save Time; Fast Track Doesn't
How much time do FDA expedited designations save? Accelerated approval and Breakthrough status save a statistically significant amount of time. But Fast track does not Investors should keep this in mind #learnbiotechinvesting #biotech #investing #BiotechPrometheus https://t.co/tmxBBt7Izi
By Biotech Investor
Social•Jan 18, 2026
Biotech Pre‑funded Warrants Raise Cash, Delay Dilution
Since most biotechs aren't profitable they often use warrants (including pre-funded) to raise capital while mitigating short term dilution But what is a warrant and what are their implications? #learnbiotechinvesting #biotech #investing #BiotechPrometheus A warrant is a security that gives the...
By Biotech Investor
Social•Jan 17, 2026
Plan Biotech Catalysts Early to Capture Stock Moves
Investors should know WHAT will move a stock and WHEN, especially in biotech with the outsized moves. Build your catalyst calendar ahead of time. You won't have time to thoughtfully analyze the data when it hits #learnbiotechinvesting #biotech #investing #BiotechPrometheus https://t.co/iFc6oc4jll
By Biotech Investor
Social•Jan 16, 2026
Oncology M&A: Early‑Stage Deals Still Command Higher Multiples
In #oncology #M&A higher 5-yr forward revenue multiples occur for earlier stage companies, though P3 is an exception Recently multiples have declined reflecting lower valuations, later stage acquisitions, and smaller market opportunities What are some other reasons? #learnbiotechinvesting #biotech #investing #BiotechPrometheus
By Biotech Investor
Social•Jan 14, 2026
Phase 3 Data More Reliable; P2 Placebos Often Variable
Another reason a P3 study can fail while a P2 was successful is that P2 placebo groups, with narrower eligibility criteria & fewer patients, often have more variable placebo-adjusted effects Use Phase 3 data, often on drug labels, to make comparisons;...
By Biotech Investor
Social•Jan 13, 2026
Factor Development Risk with Probability of Success
Incorporating Probability of Success (PoS) is a unique aspect of #biotech valuation investors must be aware of. It tries to factor development risk into revenue and cost assumptions. Here is a table of PoS values: #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/Sv8XodkWXg
By Biotech Investor
Social•Jan 10, 2026
Transparent Valuation Links Investor Thesis to Share Price
Transparency in valuation is a good thing. People may have different assumptions but it’s important to understand how your thesis as an investor translates into a share price. Thank your for posting @Biotech2k1
By Biotech Investor
Social•Jan 10, 2026
Context and Competition: Key Framework for Biotech Investors
The context of the data matter. How does it stack up against the competition? Is there other competition? This framework will help investors organise their thoughts #learnbiotechinvesting #biotech #investing #BiotechPrometheus https://t.co/jKBHRAXsch
By Biotech Investor
Social•Jan 9, 2026
Know the FDA Process: Key to Biotech Investment Success
Investors should understand the #FDA regulatory process well. Here is a quick summary At each step investors should ask themselves if the company is developing things in a way that will satisfy the FDA Until a drug is approved the FDA is...
By Biotech Investor