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Biotech General Discussion

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Results from Twitter Polls

Posted 10/12/22, last updated 10/27/22


Stay up to date with results from our twitter polls including PDUFAs, exciting readouts, and why you think specific stocks moved!


Even more exciting Q4 readouts (10/18-10/20):


(First round - separated by Phase)

"Which Ph2 readout will move stock most positively? Poll 1/3" (10/18/22)

"GTHX - Trilaciclib" won with 56.3% of 16 votes


"Which Ph2 readout will move stock most positively? Poll 2/3" (10/18/22)

"INSM - Brensocatib" won with 42.9% of 7 votes


"Which Ph2 readout will move stock most positively? Poll 3/3" (10/18/22)

"Other" won with 38.5% of vote, so "XNCR - Vudalimab" was moved to finals with 30.8% of votes



"Which Ph3 readout will move stock most positively? 1/3" (10/18/22)

"AXSM - AXS-05" won with 40% of 40 votes


"Which Ph3 readout will move stock most positively? 2/3" (10/18/22)

"MDGL - Resmetirom" won with 53.5% of 43 votes


"Which Ph3 readout will move stock most positively? 3/3" (10/18/22)

"TCDA - Veverimer" won with 47.5% of 59 votes



"Which PDUFA decision will move stock most positively? 1/3" (10/18/22)

"SPPI - Poziotinib" won with 32.6% of 46 votes


"Which PDUFA decision will move stock most positively? Poll 2/3" (10/18/22)

"MRTX - Adagrasib" and "PRVB - Teplizumab" tied, both with 36.4% of 33 votes


"Which PDUFA decision will move stock most positively? Poll 3/3" (10/18/22)

"Other" won with 34.6% of 26 votes - moved "QURE - Etranacogene" into finals (26.9% of votes)



(Second round - finals for each Phase)

"Which Ph2 readout will move stock most positively?" (10/19/22)

"GTHX - Trilaciclib" won with 63.6% of 11 votes (7 votes)









"Which Ph3 readout will move stock most positively?" (10/19/22)

"MDGL - Resmetirom" won with 40% of 65 votes (26 votes)









"Which PDUFA decision will move stock most positively?" (10/19/22)

"SPPI - Poziotinib" won with 40% of 40 votes (16 votes)









Final round (Winner from each Phase):

"Which readout will move stock most positively?" (10/20/2022)

  • $SPPI - Poziotinib (PDUFA)

  • $MDGL - Resmetirom (Ph3)

  • $GTHX - Trilaciclib (Ph2)

  • $AXSM - AXS05 (Ph3 runner-up)


"AXSM - AXS05 (Ph3)" won with 38.8% of 80 votes (31 votes)










Exciting Q4 readouts (10/12-10/14):


"Which Q4 readouts will have biggest impact on stock price?" (10/12/22)


Bracket 1/3 (Ph2 readouts)

  • GTHX

  • XNCR

  • RXDX

  • Other

"GTHX - Trilaciclib (mUC)" won with 34.8% of 23 votes (8 votes)










Bracket 2/3 (Ph3 readouts)

  • XFOR

  • MDGL

  • EIGR

  • Other

"MDGL - Resmetirom (NASH)" won with 47.6% of 42 votes (20 votes)










Bracket 3/3 (PDUFAs)

  • FOLD

  • IMGN

  • SPPI

  • Other

"FOLD - AT-GAA" won with 36.4% of 22 votes (8 votes)










Final round!!


"Which Q4 readouts will have biggest impact on stock price?" (10/14/22)

  • GTHX Ph2 Trilaciclib

  • MDGL Ph3 Resmetirom

  • FOLD PDUFA AT-GAA

  • XFOR Ph3 Mavorixafor

"MDGL (Ph3) Resmetirom" won with 48.7% of 76 votes (37 votes)











Stock move on SCPH decision (10/10/22):


Why is SCPH -19% on FDA approval? (10/10/22)

  • $100M debt financing?

  • Interest rate of debt?

  • Sell on news neg market

  • Limit of use-no emerg APE


“See on news neg market” won with 40.7% of 27 votes (11 votes)












Upcoming PDUFAs (10/7/22):


"Which Q4 PDUFA most likely to move the most upon decision?" (10/7/22)

  • FOLD (AT-GAA)

  • PRVB (Teplizumab)

  • TGTX (Ublituximab)

  • Other


“TGTX (Ublituximab)” won with 53.8% of 26 votes (14 votes)












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