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Post by JHam on Mar 25, 2021 2:35:55 GMT
Earnings out. My quick summary: 3 topline data sets forthcoming in the next few months. One, SLE (Lupus), is imminent. Cash runway through 2H2023. Institutions increased holdings by 23% in total. Blackrock by 229%. I like this company a lot, but given the current market conditions, looking to get out temporarily on the next bump: www.globenewswire.com/news-release/2021/03/24/2198895/0/en/Equillium-Reports-Fourth-Quarter-and-Full-Year-2020-Financial-Results-and-Provides-Clinical-Development-Update.htmlUpcoming Catalysts: EQUALISE Phase 1b study: topline data from Type A patients (SLE), 1Q 2021 EQUATE Phase 1b study: topline data in first-line aGVHD, 1H 2021 Regulatory feedback on proposed pivotal study in first-line aGVHD, Mid-2021 Initiate pivotal study in first-line aGVHD, 2H 2021* EQUALISE Phase 1b study: interim data from Type B patients (lupus nephritis), 2H 2021 EQUIP Phase 1b study: topline data in uncontrolled asthma, 2H 2021 |
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Post by magnus123 on Mar 30, 2021 20:15:24 GMT
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Post by JHam on Mar 31, 2021 1:09:09 GMT
Can’t believe they release data AH. The data is good, nothing spectacular. It was only P1b so they are just reporting on the safety profile. Looks like I may be holding onto this one a little longer, until aGVHD topline data comes out later in 1H. |
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Post by JHam on Mar 31, 2021 14:39:30 GMT
OK I sold out of this for now. I sold my first tranche (25% of my holding) at a 5% loss, but the rest at a 5% gain. Looking to get back in before aGVHD topline data, but want to have less exposure to the market for now.
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Post by magnus123 on May 17, 2021 15:34:42 GMT
Crazy how cheap EQ has become. Trading at appr. 2x of it's cash. Looks like an interesting bet for a big rebound in biotech. I overall want to increase my biotech positions even more while it's cheap.
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Post by JHam on Jun 3, 2021 13:35:10 GMT
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Post by magnus123 on Jun 11, 2021 11:02:22 GMT
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Post by JHam on Jun 11, 2021 11:06:20 GMT
Pretty impressive data. Especially considering there is no treatment for aGVHD. Congrats to those holding! |
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Post by magnus123 on Jun 11, 2021 11:19:06 GMT
Pretty impressive data. Especially considering there is no treatment for aGVHD. Congrats to those holding! Really impressive. And with a such a positive market for small bios, I hope for a new 52 week high soon. If they don't do an offering. |
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Post by magnus123 on Jun 11, 2021 11:21:49 GMT
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Post by JHam on Jun 11, 2021 12:11:01 GMT
Looks like the market is worried about an offering. |
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Post by magnus123 on Jun 11, 2021 13:33:48 GMT
Looks like the market is worried about an offering. Some sites are trying to frame data as bad. Look here from briefing.com: Equillium announces "positive" topline data from the Phase 1b EQUATE study in first-line acute graft-versus-host-disease Positive with quotation marks. SA often tries this in a similar way when they get the order to dump a stock. |
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Post by magnus123 on Jun 11, 2021 13:34:11 GMT
The sell off is to heavy for just offering fears...
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Post by magnus123 on Jun 11, 2021 13:37:05 GMT
Short sellers will try to do the same with Xpro data in august. Nothing that concerns me.
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Post by JHam on Jun 11, 2021 13:51:46 GMT
Short sellers will try to do the same with Xpro data in august. Nothing that concerns me. People can try and poo poo the data, but the fact of the matter is, these patients were Grade 3 and 4. Some steroid naive. They will find markers and tweak the dosing, but this line says it all: “Overall survival at month six across all dosing cohorts was 67%. Adverse events reported are consistent with a hospitalized, high-risk aGVHD patient population.” |
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Post by magnus123 on Jul 15, 2021 16:25:09 GMT
EQ is getting pumped a bit by an upgrade from Leerink. I sold my last small bag today because of that. An offering seems imminent to me, when analysts are starting to upgrade.
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Post by JHam on Jul 15, 2021 16:48:02 GMT
EQ is getting pumped a bit by an upgrade from Leerink. I sold my last small bag today because of that. An offering seems imminent to me, when analysts are starting to upgrade. Probably a smart idea. I still like this company, but probably won’t try and dip back in until they get more late stage. |
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