Reddit Posts
SLS ($1.75) - Phase 3 AML Trial Readout by Year-End: Hype Building for a Potential 4x-5x Runner? Full DD on Sellas Life Sciences
$SNTI 1.68 -> 2.08 since my last post, Data read-out pending
Top 5 Under Six Dollar Biotechs With Clear Catalysts And Defined Failure Points
Top 5 Sub-6 Dollar Biotech Catalyst Plays To Watch
$INAB, are you looking for a seriously undervalued biotech with compelling science?
Senti Biosciences - $SNTI short term bull case
Check out $SLS. Late stage biotech firm due to release Phase 3 results in next couple of months.
LADIES AND GENTLEMEN OF REDDIT. I PRESENT $SLS
Syndax Pharmaceuticals a promising commercial biotech with multiple approved drugs - Price target $20-56 (M&A possible)
$MOR Strong day here as volume is escalating..earnings of late was a home run..
💰💰💰Good morning! #premarket #watchlist 12/13 $NCPL -Announces Revenue Growth of 71% for First Half of 2023(+100%), $MGTA -Encouraging Data From Blood Cancer Candidate At ASH Meeting(+30%), $OPGN -Announces Positive Top Line Data from Clinical Trial(+80%)
Pre-Market Movers and News: $MMAT $JUPW $AFIB $VRAX $APTO $TELL
$MMAT $JUPW $AFIB $VRAX $APTO $TELL--Movers in Pre-Market
BYSI - BeyondSpring Pharmaceuticals Announced New Clinical Data Confirming Plinabulin’s Fast Onset Mechanism of Action in the Prevention of Chemotherapy-Induced Neutropenia at ASH 2021
Ohh, I know what you guys are going to say…. $BLUE
What do you guys think about Gamida-cell $GMDA
Syndax pharma - novel leukemia drug. Will get FDA approval
$TGTX - TG Therapeutics Highlights Data Selected for Presentation at the 63rd American Society of Hematology (ASH) Annual Meeting
Geron imetelstat P3 cancer drug nearly fully enrolled
Mentions
I have not seen any price increase announcements for LYB, but many of the majors and specialty players are make price increases, BASF, Lanxess, ASH, Fuller, Celanese, Wacker, Eastman and Phillips and Exxon have done it on specialty solvents. I brought in ASH because I am also expecting a proxy fight as hedge funds are taking positions.
LMFAOOO I'm having the TIME OF MY LIFE watching ber ports getting burned to ASH
**SLS (SELLAS Life Sciences Group, Inc.)** Recent developments include: * Positive momentum from the **Phase 3 REGAL trial** of GPS in AML maintenance therapy. Updates (e.g., late 2025/early 2026) showed slower event rates (e.g., 72 events reported, with final analysis expected at 80 deaths), interpreted positively as a signal of efficacy. The trial is event-driven and on track, with potential readout imminent (analysts note it as a major catalyst, possibly driving priority FDA review if successful). * Encouraging Phase 2 data for SLS009 + azacitidine/venetoclax in relapsed/refractory AML (e.g., 46% overall response rate in certain patients), presented at conferences like ASH 2025. * Expansion of SLS009 program: Agreement with IMPACT-AML (January 2026) to extend clinical trials into Europe for frontline AML, enabling broader enrollment (U.S. starting Q1 2026, Europe Q2). * Financing moves, like warrant exercises for proceeds. * Stock has surged significantly (e.g., hitting multi-year highs around $5.50–$5.66 in early March 2026), up sharply in recent months on trial optimism, with a market cap around $780–$790M and analyst targets suggesting further upside (e.g., \~$6–$7).
SELL EVERYTHING NOW, THE FUTURES ARE MELTING, YOUR PORTFOLIO IS AS GOOD AS ASH, AND THERE IS NO ESCAPE. ⸻ If you want, I can throw together 3–5 alternate one-sentence versions with slightly different flavors of panic so you can pick the one that hits hardest. Do you want me to do that?
SELL EVERYTHING NOW, THE FUTURES ARE MELTING, YOUR PORTFOLIO IS AS GOOD AS ASH, AND THERE IS NO ESCAPE. ⸻ If you want, I can throw together 3–5 alternate one-sentence versions with slightly different flavors of panic so you can pick the one that hits hardest. Do you want me to do that?
All personal care companies are hurting to various degrees because of price conscious consumers. In my opinion EL is a poorly run company, just look at a 5 yr chart. I have been watching a couple of the specialty suppliers to the industry like ASH and UG. I missed ASH pop from late '25 and now I am suspecting a proxy fight due to hedge funds moving in.
ASH, ZTS and MVST - short term hold playing the bounce.
DOW, CE and LYB are highly commoditized business with numerous competitor and as I stated ASH has been cleaning up and exiting their poor performing segments. I am waiting for ASH next quarterly report and expecting drastic improvements in gross profits.
ASH seems to be trading no differently than DOW, CE, LYB. The company seems to be facing the same sector risks.
Companies that predominantly supply the personal care and pharmaceutical industry rarely get caught up in the down turn. ASH has been rationalizing business getting out of the low end segments supplied by China. FMC is heavily in agricultural, food and construction - they do supply pharmaceuticals with excipients but they are lower-end additives (alginates and modified cellulose) more suited toward generics - then add in Lithium is at historical lows. It price action does not surprise me.
The problem is that their chemicals, and AFP groups are commoditized a fibers have competition from China. I personally like ASH as they are more specialty than either EMN or DD. On DD, I am also watching and waiting for DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business.
I personally avoid commodity chemical companies, preferring to stay in the specialty segment. I have ASH on my watch list - price range is stabilized - seeing a small uptick but have not pulled trigger. I am also watching and waiting for DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am also a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs. First spin-off yesterday SOLS - will be watching intently. Totally amazed HON stock price did not take a hit.
I have ASH on my watch list - price range is stabilized - seeing a small uptick but have not pulled trigger.
Are you check how much different from the BID and ASH before buy it?
I still haven't seen the actual ads, because I don't watch commercial TV and have the minimum IQ needed to use a proper ad blocker. If they didn't make up culture war shit to poison people's feeds, no body would know about the ad campaign, because really, who gives a shit about ad campaigns anyway? I haven't been invested in an ad campaign since pre-Buffy ASH was flirting with his neighbor over Folgers. 🤣
I BLEW A LOT OF SMOKE UP EVERYONES ASH FOR MONTHS THEN GOT BACK TO WHERE WE STARTED FROM. WINNING … while people lost everything. FDT
Which discord is the ASH ai in?
This reddit does not allows to put names. But i followed T0M N4ASH, his call for palantir and made some good profits. Its not a spam, just this discord reddit delete comment with youtuber names. I wont say i am follow exact his steps, but i agree with a lot of things with him.
BERS CELEBRATED WHEN ASH LET GO OF BUTTERFREE 
I worked for $ASH when they spun off Valvoline, always thought it was a good business, as they always increased the price of an oil change when oil was high but would never lower it when prices dropped. I just do not understand why the stock price has been essential stagnant since mid 2021.
BNGO isn't close to becoming the "standard bearer of genomics." Their [early manufacturing problems and delays limited their ability to meet customer demand](https://beyondspx.com/article/bionano-genomics-bngo-navigating-the-challenges-of-a-shifting-landscape). That 2021 price spike was pure hype - nothing fundamental supported it. The Revvity partnership is good but won't save them. They're burning cash fast and had to [reduce headcount and discontinue non-core products](https://beyondspx.com/article/bionano-genomics-bngo-navigating-the-challenges-of-a-shifting-landscape) just to stay afloat. Their Q3 revenue dropped 35% YoY. The tech looks promising with all those ASH presentations showing OGM utility. But they need way more adoption and revenue growth to justify any major valuation. Right now they're just trying to survive until their tech catches on. That reverse stock split proposal tells you everything you need to know about where they stand.
no more catalysts... $AUTL presentations at ASH in a week, fingers crossed
Catalyst is ASH conference next week, where they will present phase 1/2 data published in NEJM
FDA deemed $AUTL the safest CAR-T therapy... They are presenting their NEJM published trial at ASH in Dec [https://www.reddit.com/r/WallStreetbetsELITE/comments/1h2r2x0/autl\_another\_cart\_play\_with\_fda\_approved\_treatment/](https://www.reddit.com/r/WallStreetbetsELITE/comments/1h2r2x0/autl_another_cart_play_with_fda_approved_treatment/)
I’ve summarized the comments so far (84). I’m looking to reinforce my decision to buy $5k worth of OTM calls with an absurdly close expiration date. Here’s the summary. Reasons it will go up: - Currently trading at cash levels (800M market cap with 450M cash on balance sheet) - Secured significant partnership deal with Kyowa worth potential $1.5B through 2028 - Getting $350M upfront cash payment plus $400M in near-term milestone payments - Average analyst price target is $30, suggesting significant upside - Stock appears oversold after 37% drop on partnership news - Japanese partner Kyowa likely had insight into upcoming trial data before committing - ASH conference presentations coming Dec 7-10 could be catalysts Reasons it will NOT go up: - Drugs still in early clinical trial phases - Main drug targets small patient population (only 30% of 145k AML patients globally) - High cash burn rate of $50M per quarter - Competitor already has approved drug (Revumenib) in same space - Could be 6-8 years behind competition in oncology market - Options have low volume and wide bid-ask spreads - Chart showing bearish technical patterns with resistance at $14 - Biotech sector under pressure currently
Thanks for the insight. They are conducting some trials currently that will be presented at ASH conference is Dec 7–10. My bet is Kyowa (the Japanese partner) has some insight into this data before adding $1.5 billion (includes milestones payment through out 2028) partnership. Just the cash levels 400 mil in Balance Sheet + 1.2 potential payment, not even including drug sales) should make it $20 stock
They are in a very competitive market place with numerous competitors. If I was looking at chemicals companies - I would look at ASH or EMN.
I think I get your thesis. Now, if I were naively trying to calculate the volatility of a basket, I would sum for each pair the product of their weights in the basket, their volatilties over the time range in question (4 months since you speak of Jan 25 calls), and their pairwise correlation coefficient of returns over the time range. So, if the correlation coefficients are indeed very low or even negative, it may well happen that the basket has a much lower volatility than any of its constituents. So, you are saying you believe the big names will have abnormally correlated returns over these 4 months. Your catalysts allude to this - 3 of them at least are presenting some shit or other at the ASH conference in late November. But, why if one has very good news, the others do too? Is the commonality they are all mostly doing CRISPR shit on a carefully selected list of problems believed to work well with CRISPR? Your wrinkled brain clearly knows more than mine about whatever the fuck exactly these companies are doing. Can you say more why you believe their returns will be highly correlated leading up to Jan 25?
What people forget is that Mr. Buffett and his team has more data at their disposal than the average investor. After seeing ALLY concerns over auto loans, I realized BKR owns a number of large car dealerships and saw the trend before it was reported. Conversely, BRK recent investment in ULTA. I should have saw it coming. I normally follow the personal care suppliers and noticed [ASH reported 20% Growth ](https://investor.ashland.com/static-files/fb680b3b-26cd-49b2-b29e-6e8c3e8f4b42)this quarter in their Personal Care business unit (largest in a number of years). With BRK owning Lubrizol, another key personal care supllier, they have key information on the market. This suggests to me that P&G, L'Oreal and other big players will also be growing in the coming quarter. Typically supplier sales increase about 90 days before you see retail sales increases. I had a price target of $300 for ULTA and missed it.
For me, it is simple 1. Insurance float gives it guarantee cash infllows 2. Dividends gives it guarantee % return 3. Treasuries give it a guarantee % return 4. Buybacks increase stocks over value 5. Being a massive conglomerate, he has insight into many markets before the average investor. A perfect example is his recent investment in ULTA. I normally follow the personal care suppliers and noticed [ASH reported 20% Growth ](https://investor.ashland.com/static-files/fb680b3b-26cd-49b2-b29e-6e8c3e8f4b42)this quarter in their PC business unit (largest in a number of years). With BRK owning Lubrizol, they have key information on the market. They have similar insight into the oilfield industry and is my opinion why they built a huge position in OXY.
BRK investing in ULTA. I should have saw it coming. I normally follow the personal care suppliers and noticed [ASH reported 20% Growth ](https://investor.ashland.com/static-files/fb680b3b-26cd-49b2-b29e-6e8c3e8f4b42)this quarter in their PC business unit (largest in a number of years). With BRK owning Lubrizol, another key personal care supllier, they have key information on the market. This suggests to me that P&G, L'Oreal and other big players will also be growing in the coming quarter. Typically supplier sales increase about 90 days before you see retail sales increases.
BRK investing in ULTA. I should have saw it coming. I normally follow the personal care suppliers and noticed [ASH reported 20% Growth ](https://investor.ashland.com/static-files/fb680b3b-26cd-49b2-b29e-6e8c3e8f4b42)this quarter in their PC business unit (largest in a number of years). With BRK owning Lubrizol, another key personal care supllier, they have key information on the market. This suggests to me that P&G, L'Oreal and other big players will also be growing this quarter.
I am a little baffled by ELF and ULTA. I typically watch the suppliers to the personal care industry and [ASH personal care segment had 20% growth](https://investor.ashland.com/static-files/fb680b3b-26cd-49b2-b29e-6e8c3e8f4b42) the quarter. I am hearing similar number from BASF. With these two going down, it suggests that L'Oreal, P&G and multi-nationals may be regaining share. Very odd.
Won’t hurt to take some profits. Definitely don’t want to get rid of it. Ex-US parter coming. Earnings coming along with AML data at ASH. MF trial will end up getting cut short for efficacy. Nothing but catalysts on the horizon.
Here's an overlay of all those over the last year to compare: https://www.google.com/finance/quote/IVV:NYSEARCA?hl=en&comparison=NYSEARCA%3ASPY%2CNYSEARCA%3ASPYG%2CNYSEARCA%3ASH%2CNYSEARCA%3AVOO&window=1Y
Very simple, it really depends on are they specialty or commodity chemicals and the markets they serve. Thus, someone like CC, world largest TiO2 supplier (white pigment in paints, caulks, sealants) or Advansix (caprolactam for carpeting) goes cyclical with the building industry. Conversely, someone like ASH, a specialty company, supplied diverse industries like pharmaceuticals and personal care that less cyclical. BRK purchased one of the best specialty houses in my opinion Lubrizol.
Not pumping. But some stocks which got a momentum and now are consolidating could be the ones to look at. CRVS is one of them which is presenting at ASH. But who knows, stock is pretty under radar now
Biotech might be coming up on an EOY rallye. ASH would be a conference to look at.
Sitting on 34k shares ready for more mature phase three data at upcoming ASH conference and then 2024 commercial launch.
PDUFAs/BSUFAs are tough, it’s become way more common than it used to be for results to be baked into the stock price already and not to see much movement after committee votes or approvals. Buying strangles used to work most of the time, now it’s a crapshoot. You could also try looking for likely binary data readouts which tend to be released at major conferences (ASCO, ASH, ACC, AHA, etc.), harder to get the timing right but way less likely to see a flat stock once the news comes out.
I worked in the industry for 30 years as a supplier to the industry. I continue to watch ASH, BASF, and the dominant players like L'Oreal, Estee Lauder and PG. The key raw material suppliers have been down and I suspected it is all due to pricing. Outside the retailers, like ULTA, I am staying clear as the marketplace is acting strange.
>Not, to many commoditized business segments. I would stick with more specialty chemicals plays like ASH. Specialized chemicals, such as ASH, can indeed offer unique value propositions.
Not, to many commoditized business segments. I would stick with more specialty chemicals plays like ASH.
NYC WEATHER AND AIR IS VERY VERY BAD HOLY LEE CHET IM FROM THE SLUMS OF MUMBYE AND NEW DELI MEAT AND I NEVER SEEM IT THIS BAD AND I HAVE MILITARY DESERT 🏜 EXPERIENCE WITH MY CAWK SEAL TEAM 9 inch BE CARFUL PHATS FROM NYC U BETA PHAT BODY MAY NOT BE ABLE TO TAKE THIS AS THE ASH INSERT YOUR LUNGS
#NYC WEATHER AND AIR IS VERY VERY BAD HOLY LEE CHET IM FROM THE SLUMS OF MUMBYE AND NEW DELI MEAT AND I NEVER SEEM IT THIS BAD AND I HAVE MILITARY DESERT 🏜 EXPERIENCE WITH MY CAWK SEAL TEAM 9 inch BE CARFUL PHATS FROM NYC U BETA PHAT BODY MAY NOT BE ABLE TO TAKE THIS AS THE ASH INSERT YOUR LUNGS
Absolutely incorrect, less cosmetics were actually sold during Covid as shown by cosmetic raw material sales from the likes of ASH, BASF, Evonik, Lubrizol... What is interesting these suppliers are global and the sales just now have picked up because of China increase opening. In addition, the spring season is typically the best quarter leading to the summer because of sunscreens and ancillary products.
Tells me their suppliers like ASH will do well.
Lining up chicks for my trip Do you guys like [tati](https://imgur.com/a/ASH5n4H) or [violetta](https://imgur.com/a/rjPylbX) better?
Puts on the following... SQ - BLOCK INC U - UNITY SOFTWARE INC ASH - ASHLAND INC
Can you guys trash my music as usual. https://soundcloud.app.goo.gl/VJcwvCkF8ASH8mN18
bears r UNAMERICAN PIECES OF HUMAN GARBAGE SH\*IT TR\*ASH
Ash Wednesday…. #ASH #DEEZ #NUTZ !
Someone said ASH for ASH WEDNESDAY and I’m just trying to find out when she had the time to do that???
CHEESE MONGER HERE GOATS MILK + PEPRICKA SPICED + ASH RIND SO GOOD FRENCH CHeV ONLY
God if Jagex went public and we got a meme cult around it, I'd live for the dumb DD like MOD ASH IS GONNA ISSUE A PARTY HAT DIVIDEND!!!!!!!
I can mention in my area of expertise where I have stocks Vaccine stocks + other therapeutic areas Biontech Novavax Moderna Oncology stocks - Guaranteed to get FDA approval Fate therapeutics - highly novel adoptive NK cell therapies - groundbreaking science - results released for ASH 2021 Syndax - best in class menin inhibitor - results released for ASH conference 2021
Might be worth another look right now. Dirt cheap, with lots of readouts coming within the next 7 months (ESMO, ASH, and then three P3 data readouts in 1H22).
Do you have thoughts regarding the FT538 product's 9/15 preclinical data release as relates to the stock price? Of course, there is no movement on par with the ASH 2020 superfest, but it seems a clever call-buyer front ran a closing buy-in perfectly by a day and did not yet exit.
🦀 MOD ASH is humble and his hands are tied, its not his fault 🦀
Hercules Inc was acquired by Ashland Global Holdings Inc, so I'm going all in on ASH.
Today is the turnaround for our beautiful ☘️ Apes🦍, bagholders unite. Together we are worth more than trash. Buy the CLOV dip and raise us from ASH!!! LETS FUCKING GOOO
Just a FYI, Solenis was spun-off from ASH in 2015 and had about $1.8B in sales and then merger with BASF Water Treatment segment that had \~$3.0B in sales - I do not see a lot of growth.
CRSP is the furthest ahead with clinical data vs. all the gene editors. They basically cured sickle disease (see ASH 2020 data). You can argue BEAM has better tech with their base editing but they are far behind CRSP in SCD/thalassemia so commercially it won’t matter plus that space is getting crowded. BEAM is also overvalued for a preclinical company imo. CRSP has data coming this year for their edited CAR-T cell therapies in liquid *and* solid tumors this year (solid tumor efficacy with CAR-T would be groundbreaking). This could add a ton of value. VRTX just upped their stake as well which says a lot. Current valuation is a nice entry point.
My safe boomer holdings: STLD, CLF, ASH, BERY, F, SU, CVX, XOM, PFE, BERK.b, GILD. They make up about 70% of my portfolio. The other 30% is tech, small cap oil, and meme option plays.
Lots of things wrong with the DD, but one thing is there’s a huge difference between the stage of EDIT-201 now and EDIT-301 when there was an announcement in December. At the ASH conf in December the co announced preclinical data for EDIT-301 (sickle cell anemia drug) and then had a press release where they announced an intention to submit an IND (investigational new drug) application to the FDA which would clear the way to a Phase 1/2 clinical trial (which was approved in January). That’s a pretty big deal. EDIT-201 on the other hand is much earlier in development. The research is still in the in-vitro stage, which is essentially the equivalent of testing in a petrie dish, vs in-vivo, which is testing in a living organism. Their presentation was basically “we’re finding some interesting and promising things in our research and we are continuing our research.”
Yeah so there’s a ton of misunderstanding about “the last time” vs this time. In December they presented preclinical data on EDIT 301, importantly including “large scale manufacturing capability” at ASH and then announced they are submitting an IND application to the FDA to start Phase 1/2 clinical trials on EDIT 301, a treatment for sickle cell anemia. That’s news. This conference they presented data on EDIT 201, an NK cell therapy, which is MUCH earlier stage, still doing in vitro clinical work (essentially testing cells in Petrie dishes, not even in mice yet). There’s nothing to announce.
EDIT-201 isn’t even at preclinical stage. There’s def a chance that other company’s CRISPR news boosts EDIT but I don’t think there will be a press release this is a totally different stage and ballgame than EDIT 301 at ASH.
Lots of things wrong with the DD, but one thing is there’s a huge difference between the stage of EDIT-201 now and EDIT-301 when there was an announcement in December. At the ASH conf in December the co announced preclinical data for EDIT-301 and an intention to submit an IND (investigational new drug) application to the FDA which would clear the way to a Phase 1/2 clinical trial (which was approved in January). That’s a pretty big deal. EDIT-201 on the other hand is much earlier in development. The research is still in the in-vitro stage, which is essentially the equivalent of testing in a petrie dish, vs in-vivo, which is testing in a living organism. Also they are not collaborating with Juno on NK cell research, their collaboration is on alpha beta T cell research ( more Greeks!)
Remember that kid who bought like 200 Jan 15 Edit 50C got right after the ASH conference? This dude was like "parents don't know I made 300k and when it hits 700k I will quit school, start a biotech, and cure cancer." (he had studied it and knew how to cure all cancers) LMFAO El Risitas style. This kid was the ultimate shit talker. need to find him and get him in here. If he held past the beta-thalassemia press release and through the Cathie Ark comments (\~12/21), he would have made a million off that one play.
nitpicks 1. It's the Big Four with $BEAM in the mix. Probably more if you count private companies like Caribou. 2. $CRSP has the most advanced CRISPR program -- their treatments of sickle cell/beta thal 3. NTLA's treatment is so early in the clinic that mentioning the word cure is irresponsible. Is it a cure if it performs mildly better than patisiran? 4. CRISPR stocks are still in a bubble thanks to the rise of ARK -- who's to say what fair valuation is or if even with good data it'll only drop with its major catalyst gone? $CRSP is lower today than it was after releasing their sickle cell data at ASH last year.
I have July calls on ASH, BERY, STLD, and XOM. Avoid meme stocks.
Here's a few I'm long on that have reasonable valuations: BERY, ASH, STLD, BRK.B
ASH It's a longer term play. Plastic resin prices have gone to the moon. Expect blow out earnings. Holding 7/16 $85 calls.
With a name like d ASH I feel like I'm watching a horse race and rooting for the #100 horse to get to the bottom of the hill first.
sold all D.ASH puts at the bottom today except may 150p's satisfied
I’m still kinda of convinced this 🏃♀️ pump might be because of the increase in spam of D-ASH when it started dropping and the bots picked up on it.
Hi there! Thanks for replying. Whilst I agree with everything here about Base editing will not entirely supplant cas9 CRISPR approach (I'm certain they will both exist alongside each other). I will encourage you to update on the field. Your reference about off target edits (OTEs) is from early 2019. We now have updated findings that BASE editing has been achieved with no OTEs since December 2020. >The new data for BEAM-101 highlight the precise targeting of our base editor with no off-target editing observed Source: https://www.globenewswire.com/news-release/2020/12/05/2140139/0/en/Beam-Therapeutics-Presents-Updated-Data-from-Novel-Base-Editing-Programs-for-Sickle-Cell-Disease-at-ASH-2020.html
AMC AND NOK - UPDATE, SHORT ASH. Books are funny asf, however gme is making me sad bc it appears to be Retail buying (1-5 shares mostly) bumped with 500-1200 sporadically I haven’t looked at it too closely as I don’t have a stake Bought some aal puts lol so wish me luck on those