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Quantum-Si (QSI) – Early Proteomics Leader with a Clear Catalyst Ahead (BUYOUT MAY BE COMING!)
Quantum-Si (QSI) – Early Proteomics Leader with a Clear Catalyst Ahead
Quantum-Si (QSI) – Early Proteomics Leader with a Clear Catalyst Ahead
Quantum-Si (QSI) – Early Proteomics Leader with a Clear Catalyst Ahead
Quantum-Si (QSI) – Early Proteomics Leader with a Clear Catalyst Ahead
DD on $TYME, a company developing an oral treatment for cancer using a dysfunctional amino acid as a trojan horse DD/Research
DD on $TYME, a company developing an oral treatment for cancer using a dysfunctional amino acid as a trojan horse
Mentions
$REKR, $SEER, $PRSO, $FABC, $ACHR, $VRRM $ATCH as the odd fintech play $HTZ as the “are you f’ing serious” play $NNOX is behaving oddly $NXXT and $IVDA been loading up on
It isn't just the biotech sector. For the past 10, almost 20 years, most corporation have trend towards downsizing or completely eliminated their R&D department in a bid to focus on the operational and business verticals. Most corporation aren't willing to underwrite R&D risk anymore. This has led to the rise and flourishing of startups that, if successful, are acquired, to be integrated into the core business of the buying company. I had a good part of my feet on the venture capital side and quant side of my professional career. **Iova is worth looking into.** They have two lines of product: Amtagvi (FDA approved for advanced melenoma with best in - class ORR, with consistency shown years after FDA approved) and Proleukin. >**52% Amtagvi Response Rate with Two or Fewer Prior Lines of Therapy 73% Overall Disease Control Rate** >SAN CARLOS, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a commercial biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced data demonstrating a best-in-class profile for commercial Amtagvi^(®) (lifileucel) with unprecedented response rates in a real-world clinical, retrospective study in patients with advanced (unresectable or metastatic) melanoma. Amtagvi is the first one-time T cell therapy for a solid tumor cancer as well as the only FDA-approved treatment for advanced melanoma patients previously treated with anti-PD-1 and targeted therapy, where applicable. >The real-world results were highlighted in an [oral presentation](https://www.iovance.com/scientific-publications-presentations/) at the 2026 Tandem Meetings of the American Society for Transplantation and Cellular Therapy (ASTCT^(®)) and the Center for International Blood and Marrow Transplant Research (CIBMTR^(®)) in Salt Lake City, UT. >Forty-one evaluable patients with previously treated advanced melanoma received commercial Amtagvi according to the U.S. prescribing information at four authorized treatment centers. The physician-assessed confirmed objective response rate (ORR) was 44% (18/41) and the disease control rate was 73% (30/41). Response rates were higher with earlier Amtagvi treatment. The ORR was 52% (12/23) following two or fewer lines of therapy compared to an ORR of 33% (6/18) after three or more lines of therapy. The unprecedented real-world response rates also improved upon the 31% ORR in the C-144-01 clinical trial that supported the U.S. FDA accelerated approval of Amtagvi. >Lilit Karapetyan, MD, MS of H. Lee Moffitt Cancer Center & Research Institute stated, “The real-world response rate builds on existing clinical data and supports consideration of lifileucel as soon as possible after immune checkpoint inhibitor treatment. An overall response rate of 44% was observed in the full cohort, with a 52% response rate among patients treated in earlier lines of therapy. I am encouraged by the potential for an increasing number of patients to benefit as adoption of TIL therapy continues.” >Daniel Kirby, Chief Commercial Officer of Iovance, stated, “The real world Amtagvi data with impressive response rates, paired with unprecedented five-year durability and survival data, demonstrate a best-in-class profile and better outcomes in patients treated earlier.” >Previously treated advanced melanoma represents an unmet medical need with more than 8,000 annual U.S. deaths.^(1) More than half of patients treated with first line standard of care will progress within 12 months.^(2) The U.S. FDA granted accelerated approval for Amtagvi in February 2024 based on ORR and duration of response (DOR) from the C-144-01 clinical trial. The published [final five-year analysis](https://ascopubs.org/doi/10.1200/JCO-25-00765) demonstrated unprecedented durability and follow-up in previously treated advanced melanoma patients, with \~31% ORR, median DOR of 36+ months, and a 20% five-year overall survival.^(3) Iovance is conducting TILVANCE-301, a Phase 3 clinical trial in frontline advanced melanoma, to confirm clinical benefit. >1. National Cancer Institute Surveillance, Epidemiology and End Results (SEER) Program. 2025 Estimates. [https://seer.cancer.gov](https://seer.cancer.gov/) (accessed February 2026) 2. Larkin J, et al. NEJM; Robert C, et al. Lancet; Tawbi HA, et al. NEJM 3. Medina T, et al. JCO Source: [https://ir.iovance.com/news-releases/news-release-details/best-class-real-world-data-support-early-amtagvir-treatment](https://ir.iovance.com/news-releases/news-release-details/best-class-real-world-data-support-early-amtagvir-treatment) **Using what made Amtagvi/ lifileucel successful, Iova has made positive in-road into cell therapy for soft tissue sarcomas with a high 50% ORR.** >Iovance Announces Positive Results from the First Clinical Trial for TIL Cell Therapy in Soft Tissue Sarcomas *50% Objective Response Rate (ORR) in Advanced Sarcomas* >*Significant Market Opportunity with More than 8,000 Patients Diagnosed* *Annually in the U.S. and Europe* >SAN CARLOS, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a commercial biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced positive early data from a [pilot clinical trial](https://clinicaltrials.gov/study/NCT05607095?cond=sarcoma&intr=TIL&rank=6) led by Memorial Sloan Kettering Cancer Center (MSKCC) and supported by Iovance of lifileucel in patients with advanced (metastatic or unresectable) undifferentiated pleomorphic sarcoma (UPS) or dedifferentiated liposarcoma (DDLPS) who were refractory to at least one prior line of systemic therapy. >Among the first six evaluable patients treated with lifileucel monotherapy, physician-assessed confirmed ORR by RECIST v1.1 was 50%. All evaluable patients had advanced disease, were refractory to prior therapy, and had significant disease burden, with a mean sum of diameters of 117 millimeters at baseline and a mean of more than two prior lines of therapy. Patients experienced deep responses that improved over time, consistent with lifileucel in melanoma, non-small-cell lung cancer, and other solid tumors. The safety profile was favorable and consistent with lifileucel therapy in other indications. Based on these results, Iovance plans to commence a single arm registrational trial in second-line advanced UPS and DDLPS in the second quarter of 2026 and will engage with the U.S. Food and Drug Administration (FDA) on an accelerated path to expedite approval. Iovance also plans to explore lifileucel in other high grade soft tissue sarcoma subtypes with high unmet need as part of its clinical development program. >UPS and DDLPS are high grade, aggressive soft tissue sarcomas associated with poor prognosis that impact more than 3,000 patients in the U.S. and more than 5,000 patients in Europe annually, including more than 3,500 patients with advanced disease.^(1-3) There is a high unmet medical need for new treatment options for second-line patients with recent clinical studies reporting ORRs of less than 5%, median progression-free survival (mPFS) of \~2-3 months, and median overall survival (mOS) of \~9-10 months.^(4-6) >Lauren Baker Banks, MD, PhD, Sarcoma Medical Oncologist, MSKCC, stated, “In the first clinical trial of a TIL cell therapy in UPS and DDLPS, one-time treatment with lifileucel demonstrated compelling and unprecedented response rates with the potential to address a significant unmet need in patients who are refractory to frontline standard of care. Patients with UPS and DDLPS suffer from high disease burden, poor quality of life, and a lack of effective treatments, including no approved immunotherapy options. In the second-line setting, mPFS for many patients is only a few months with mOS less than a year. We look forward to presenting these results at a medical conference in 2026.” >Dr. Brian Gastman, EVP Translational Medicine and Research at Iovance, stated, “The exciting clinical results show that lifileucel could offer a new, highly efficacious, and durable immunotherapy option in two aggressive forms of advanced sarcoma and further illustrate the promise of our TIL cell therapy platform to offer meaningful clinical benefit in multiple solid tumor cancers. Chemotherapy with extremely poor efficacy remains the second-line standard of care for these patients after progression on front-line chemotherapy. We look forward to bringing lifileucel to UPS and DDPLS patients as quickly as possible.” Source: [https://ir.iovance.com/news-releases/news-release-details/iovance-announces-positive-results-first-clinical-trial-til-cell](https://ir.iovance.com/news-releases/news-release-details/iovance-announces-positive-results-first-clinical-trial-til-cell) More: [https://ir.iovance.com/news-events/press-releases](https://ir.iovance.com/news-events/press-releases)
This will probably get lost here, but seems like a lot of people have forgotten the energy SAVINGS we have created over the past 20 years. \- 100 watt lightbulbs now use only 16 or so watts. \- Refrigerators, dryers, dishwashers are all much more efficient \- 14 SEER HVAC is much more efficient than what we had 20 years ago, 30 years ago. I know we have a lot more smart devices but seems like we have saved a lot of energy in a lot of areas that we didn't used to care about. And I'm not an electrician, but when is the life expectancy of electrical wire, seems like it chould be much more than 50 years?
This guy is an actual SEER. Sold before the tanking
Air Force is like the safest branch lol. Unless you’re doing SEER for AFSF lol
Solar, SEER 21 AC, HPWH and a personal ROI for the heated driveway. Bad back …
Is this also why SEER is at a P/B ratio of 0.28? Seriously, SEER could completely buy itself out and still have $260M left in the bank.
That's great, now shut up and buy $SEER!
$SEER will be held for maybe 2-3 weeks, $ARAV will be held until later today 🚀🚀🚀
https://www.investopedia.com/terms/t/tradingbelowcash.asp "Even a palace isn't worth much when it's on fire." https://www.marketbeat.com/stocks/NASDAQ/SEER/short-interest/ The short interest isn't even that high.
They only care about banks. They don't care when the short-sellers push a company like SEER down to 48% of its cash-on-hand value.
Oh they’ve solved the AC problem tho didn’t you hear? The EPA made a rule only SEER2 units can be new installs for central air, and the average price is $15k. So people just won’t have AC, the people most sensitive to the heat like the elderly will conveniently die off, and there will be plenty of energy for the EV chargers. Win/win/win. /s
HVAC also faces changing regulations at the beginning of the new year so may customers are rushing to get in before the expected price increases; quite a few companies are trying to offload their lower SEER equipment before it cannot be used.
Likewise. My electrical bill in FL more than doubled this past summer despite having installed an 18 SEER AC vs the previous (20+ year old) 10 SEER. Then I moved to MI and my $/kwh went up another 40% over my FL rates.
Basically higher oil/gas= higher electricity generation cost. Using less energy for heating and cooling by pushing people to install more efficient systems is part of a strategy to combat rising fuel costs. HSPF measures heat pump efficiency in heating mode, SEER measures heat pump efficiency in cooling mode
I am a bot. You submitted a picture of a banned ticker, SEER. The market cap of SEER is **454556400** This check will fire if you included unnecessary pictures that have bad phrases or a bad crop with news about cryptocoins, for example. Repost with the useless pictures omitted if you did that. Yell at /u/zjz if it's above 1 billion-ish market cap and not related to crypto/pennies/OTC.
Here’s how much they changed since you worked installing them: “As the SEER number climbs, the amount of power needed to cool your home decreases. For example, a heat pump with a 12 SEER rating uses half of the electricity of a 6 SEER unit. A 10-SEER unit bought in 2005 is about 30 percent less efficient than a newer model with a minimum SEER rating of 14. The most efficient heat pumps have a SEER rating of 23 and an HSPF rating of 10.2. Heat pumps achieve this efficiency through two significant advances: variable speed motors and 2-stage compressors.”
SEER ratings are almost as legitimate as these inflation rates.
Sounds like you already did your homework and repairing yours ain’t the fix. Well if you haven’t checked them out some the mini splits are approaching 30SEER which is bananas 🍌
Repair? The system was 23 years old from 1998. The compressor seized up and was drawing 104 AMPS (the Locked rotor amp rating). For a repair, you can evaporate the system, replace the compressor, vacuum the lines, fill with nitrogen, and refill the refrigerant but that is not recommended as there can be shrapnel and broken compressor pieces in the AC lines \ evaporator coil. You could spend thousands(the compressor is $1200 by itself) and just end up with a broken AC system again. It is an R22 system that had a small leak. The government has banned R22 production. The price is through the roof, roughly costing 5X to 10X the price in the last 10 years making the system very expensive to service. It was also an inefficient system with a 10 SEER rating, the new one is rated 17 SEER so effectively using 42% less energy which will help defray the costs of the installation.
Valuation is subjective. Yes there is a long way for solar to run so in theory, these two have a lot more money to make the next decade or two. However their share prices are pretty high. Yes ENPH is growing top line quickly but they are obviously struggling with the margins. SEDG is not growing as fast but has a better long outlook. Other companies that do the same thing seem to be getting squeezed out despite having similar products. But I will say that I am personally not buying at these levels. Reasoning: ENPH looks good right now but there are fundamental problems with their tech. Namely, micro inverters are better suited for non-battery installs. Once you introduce a battery, micros are the last things you want to own. With a micro, you invert at the panel level, then if you want to store to battery, invert again, and then to use battery, invert again for a total of 3 inversions. Each inversion is a 1%-4% loss when using the battery. This is the major flaw in the design. With a central inverter setup, you invert only once total regardless of whether or not you use battery. So anyone who wants batteries either today or in the future, should avoid micros. This is why I dont install ENPH and this is why none of the major competitors are bothering with micros. Ever wonder why Tesla decided to make a central inverter instead of micros? This is the reason. Sunnyboy (SMA) bought Tigo, a optimizer and they dropped their own line of micros a couple of years ago. The writing is on the wall. Now all that said, Enphase is the market leader right now and has the brand name and money to address this major flaw. What has me worried is that they havent done so yet. I think they are avoiding it out of fear... I think they are afraid to tell installers that micros are not the future because the minute they do, their orders would plummet immediately. You would be surprised how many installers and general electricians dont actually know the stuff I said above... most are total idiots. Kind of like how many HVAC people dont know anything about SEER ratings... sad but thats the real world for you. The good news is that ENPH can fix the problem. The best option is to make a hybrid optimizer/inverter. Basically a device that switches between inverter mode and pass through mode when charging a battery. This does add complexity to design which is never good but it should be a fairly cheap thing to do. The problem will be quality control because more complexity also means more things can go wrong. So if I were an investor today, I would say to buy SEDG. ENPH looks better financially but long term, they have a fundamental tech problem that needs to be addressed. But they are the market leader and thats why I am not selling my few token shares. I think they will fix the issue in time, hopefully it wont hurt them too much. For a deep value play go with SMA but those guys suck at marketing. Those idiots at SMA had the entire field to themselves for years before SEDG and ENPH and failed to capitalize. They need new leadership but I do think they might have an advantage in EU being a German company.
$PLL and $SEER I will be posting EPIC DD on both soon. Downside is about 90%. I am not talking about overvaluation only, I am talking about deception and fraud as well.
Proteomics! More bullish on the space than genomics. Check out SEER and Olink. Though, it’s a pretty rigorous and technical DD and tough to build high conviction if you don’t have a science background.
Or maybe they have alert when they think a stock is undervalued which QSI after the nav floor dropped and it went to 8. Even at 10 it was somewhat undervalued compared to peers like SEER or ILMN.
She also bought a lot of SEER which is basically the same sector when it was down 50% from ATH.
SEER & IOVA. Both will double by the end of the year.
SEER & IOVA. Jump in before it moons.
Crazy the number of stocks in my watchlist at 52 week lows. BFLY, HAE, UBSFY, SEER. Just a bloodbath out there.
SEER releasing today! To the moon 🚀🚀🚀 https://www.nasdaq.com/articles/seers-revenue-to-grow-over-120-5-year-cagr-through-2026%3A-morgan-stanley-2020-12-29
My most successful plays this year have been calls on boomer stocks and puts on overpriced ipos nearing lockup expiration. DOW 28may60C SEER 21June35p
Top 5 shorts as % Float NYSE: SKLZ, GTT, AI, GEO, TR NASDAQ: SEER, IGMS, PUBM, ROOT, WISH
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Basically every biotech company was hit hard during this time frame. Look at XBI overall Here are some of mine that I've now entered -- BLI, SDGR, SEER, SURF
I just read what SEER does...and still have no idea what they do. Must be good...I’m in
Cathie bought a ton of SEER Friday, stock is near 52 wk low 🤔
Finally. A voice of reason. In the near term, I'm most bullish on CAPA. Protein sequencing is gaining lots of attention with the blockbuster $OLK IPO yesterday. Cathy of ARK has also started buying $SEER, another competitor.
Just bought in for $200k this morning. With ARK buying $SEER and the blockbuster $OLK IPO yesterday, proteomics is front and center. The whole sector should rally.
Keep your eye out on SEER, stocks true value is at $19. Itll like explode next week as the key players, such as Lee Ainsle are behind it It pays to trade with the pros and not against them
Not to mention 573 shares of SEER 🥰
Re-entered $SEER and $NVAX in pre-market, sacrificing my $SHOP shares in the process. I love $SHOP but they need to do a damn stock split
I sold out my SEER position the day fucking cathie wood buys almost a million, so theres that
Cathie finally bought $SEER
Cathy bought SEER. SEER is worth 2 bil and does something I don't understand. I will buy SEER.
BUY $AFRM (Affirm) - fintech - $107.90/share BUY $SEER (Seer) - genomics - $58.30/share BUY $SEER (Seer) - genomics - $57.58/share BUY $SFTW (Osprey Technology >> Black Sky) - next gen industries - $13.96/share BUY $IPOE (SoFi) - fintech - $22.65/share BUY $QS (QuantumScape) - next gen industries - $65.48/share BUY $EH (EHang) - drones & robotics - $69/share BUY $FTOC (FTAC Olympus >> Payoneer) - fintech - $12.83/share BUY $CAPA (HighCape Capital > Quantum-Si) - genomics - $20/share BUY $AVAV (AeroVironment) - drones & robotics - $123.50/share BUY $SFTW (Osprey Technology >> Black Sky) - next gen industries - $13.70/share BUY $MRNA (Moderna) - genomics - $171/share
NSTG QTRX SEER TXG EDIT NKTX FATE - Not all pure "genomics" but in the space.
NSTG QTRX SEER TXG EDIT NKTX FATE - Not all pure "genomics" but in the space.