TBB_Trades

TBB_Trades

The market is overreacting to the NASDAQ:REPL news, and I think it’s a mistake to lump NASDAQ:PGEN in with it. Yes, PRGN-2012 is also a single-arm gene therapy trial, but it’s for an ultra-rare disease—not a broad indication like cancer. The FDA’s tougher stance seems to be focused on common diseases (like NASDAQ:REPL ’s melanoma drug), not niche,...

TBB_Trades Updated 

NASDAQ:IXHL setting up for a big July - Ph2 data for OSA treatment coming, FDA already cleared the trial infra for Ph3. Volume quietly picking up past few weeks.

TBB_Trades Updated 

Inmune Bio originally focused on using a dominant-negative TNF protein (DN-TNF) for cancer immunotherapy, which failed to show efficacy. Now, they’ve pivoted to neurology—repurposing the same molecule (XPro1595) for Alzheimer’s. The science behind targeting neuroinflammation is still early, and their approach lacks robust clinical validation. They're in Phase 2,...

TBB_Trades

Attractive entry point: Improved margins and undervaluation make it a compelling buy Pricing power: Dominates the photomask niche in semiconductors, enabling high, stable margins China risk managed: Heavy China exposure, but resilient through geopolitical pressure Bottom line: Well-positioned for growth; strategic moat and financial strength support a bullish view