Called $CRDO bullish on Sep 4, 2025: $CRDO rose 24% in 8 weeks.
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Growth Stock Forum founder. Seeking Alpha author. Investor. Trader.
Cite asCryptoQuant has tracked the directional calls on IONS by @ONeilTrader on X since Jun 2019: not yet scored on IONS (as of Nov 11, 2026).
1 IONS call on record, a thin history.
Relative view by default: fewer than 30 IONS calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ONeilTrader to submit corrections.
Called $CRDO bullish on Sep 4, 2025: $CRDO rose 24% in 8 weeks.
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$ARWR update published @SeekingAlpha on ARO-MAPT https://t.co/zzaMFXNI8P With diranersen comps and associated cross-trial differences and caveats $BIIB $IONS And general directional thoughts toward the end, including latest pipeline progress (dimer platform validation) and STAR program grant from FDA on Redemplo.
View original →Word of the month – de-grossing. Thanks to MRNA's cancer vaccine news, we’ve been seeing anomalies across the biotech world since late August, and this week was no different $IBB $XBI Our model portfolios have suffered with most stocks down on no news, on good news and on bad news Noteworthy news across our Coverage Universe this week Roche’s positive results of sefaxersen in IgAN (good news for partner IONS), but let’s see how good the results are first in this increasingly competitive market. Roche also reported good type 2 diabetes data with enicepatide. $VKTX reported positive maintenance data of VK2735 and strong weight loss induction, even if it is with an accelerated titration regimen. IMVT and ROIV are not pushing ahead with IMVT-1402 in cutaneous lupus as it failed to meet the primary endpoint, while showing dose-dependent efficacy trends. ACAD remlifanserin failed in its ADP study. ACAD is still pushing forward with the high dose. This, and more, in the Growth Stock Forum.
View original →$ARWR maybe it's time to reactivate the complement pipeline (Factor B - ARO-CFB and C3 - ARO-C3)? $RHHBY and $IONS report positive phase 3 results of factor B candidate sefaxersen in IgAN patients. A bit crowded market and let's see how competitive it is, but ARO-CFB easily better on factor B reductions. 80-90% after single doses of 200mg and 400mg versus 70ish % reductions for sefaxersen. We'll also find out soon what systemic complement can do in geographic atrophy from $REGN even though that's a C5 RNAi cemdisiran and C5 antibody pozelimab.
View original →Some of this week’s highlights in the Growth Stock Forum: - Mixed performance of major indices, and our model portfolios did the same. LTGP down 1.5%, Top Picks up 2.8%. $XBI and $IBB up 0.3% and 0.8%. - I published a strategic update, with a heavy emphasis on preparation for up and down markets. - In today’s review, I wrote about the notable underperformance of small and mid-cap commercial biopharma stocks versus development-stage stocks. I do not expect this to last and have been rebalancing and adding to commercial names over the last few months, with some help from ABBV as they acquired Apogee. - $ARWR reported positive phase 1 results of ARO-DIMER-PA, but sold off. We discussed the situation and developments at length in the chat room during the week, including IONS' launch of Tryngolza, and the potential new competitor in the SHTG market from privately held Marea that announced a reverse merger with Lisata this week. - $ASND got back its cardiometabolic rights from $NVO and is now back to full independence. I published an article @seekingalpha in which I analyze the situation and other recent developments. - All this and more in the GSF.
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