A board to discuss biotech ideas -
Aduro Biotech (ADRO) - Immunotherapy, cancer, autoimmune (213 - 33) (17 mil) -- (B) -- (255 mil)
Cardiff Oncology (CRDF) - Cancer (36) --------------------------------------------------------- (B) -- (612 mil)
Chiasma (CHMA) - Acromegaly, transient permeability enhancer platform (92 - 2) ----- (B) -- (221 mil)
ChemoCentryx (CCXI) - Inflammatory, autoimmune, cancer (72 - 21) (36 mil) -------- (B) -- (3.1 Bil)
Eagle Pharma (EGRX) - Critical care, oncolgy (109 - 42) (195 mil) ----------------------- (D) -- (735 mil)
Enanta (ENTA) - Infectious diseases, Hep C (373 - 10) (187 mil) -------------------------- (D) -- (1 Bil)
Kazia Therapeutics (KZIA) - Cancer (Australia) ------------------------------------------------ (B) -- (56 mil)
Kura Oncology (KURA) - Cancer (236 - 8) (n/a) ----------------------------------------------- (B) -- (639 mil)
Magenta Therapeutics (MGTA) - Autoimmune, MAB conjugates (145 - n/a) (n/a) ---- (B) -- (349 mil)
Macrogenics (MGNX) - Cancer, MABs, conjugates (215 - 30) (64 mil) ------------------- (B) -- (1.2 Bil)
MEI Pharma (MEIP) - Cancer (200 - 0) (4 mil) --------------------------------------------------- (B) -- (246 mil)
Minerva Neurosciences (NERV) - Neuro, psych (45 - 0) (n/a) ------------------------------ (B) -- (321 mil)
Otonomy (OTIC) - Neurotology (ears) (60 - 33) (1 mil) ---------------------------------------- (B) -- (62 mil)
Pieris Pharma (PIRS) - Asthma, respiratory, inflam, cancer, kidney (104 - 16) (46 mil) (B) - (148 mil)
Provention Bio (PRVB) - Immune-mediated diseases (76) (n/a) --------------------------- (B) -- (711 mil)
Synlogic (SYBX) - Metabolic, inflam, cancer (119 - 25) (2 mil) ------------------------------ (B) -- (75 mil)
Xenon Pharmaceuticals (XENE) - Neurological (141 - 16) (6 mil) ------------------------- (B) - (435 mil)
Acadia (ACAD) - Neurological, CNS (8 Bil) (697 - 10) (339 mil) -------------------------------------- (8 Bil)
Amgen (AMGN) - Blood cell stimulators, other ---------------------------------------------------------- (136 Bil)
Axsome Therapeutics (AXSM) - CNS disorders (220 - 20) (n/a) --------------------------------- (3.4 Bil)
Neurocrine Biosciences (NBIX) - Neurological, endocrine (670 - 503) (788 mil) --------------- (9 Bil)
Seattle Genetics (SGEN) - Cancer, autoimmune, armed MABs ----------------------------------- (24 Bil)
OTHER -
***********
CytoDyn (CYDY) - Covid, HIV, Cancer (7 - 4) (n/a) --------------------------------------------------- (1.7 Bil)
Innovation Pharma (IPIX) - Cancer, inflam, antibiotics, acquired Polymedix, Cellceutix ---- (28 mil) ___________________________________________________________________
SPDR S&P Biotech ETF (XBI) (Exp - 0.35%, Assets - 3.5 Bil, Yld - 0.01%)
| Name | Symbol | % Assets |
| Regeneron Pharmaceuticals Inc | REGN | 2.77% |
| Moderna Inc | MRNA | 2.65% |
| Gilead Sciences Inc | GILD | 2.43% |
| Vertex Pharmaceuticals Inc | VRTX | 2.32% |
| Biogen Inc | BIIB | 2.28% |
| United Therapeutics Corp | UTHR | 2.26% |
| Biomarin Pharmaceutical Inc | BMRN | 2.25% |
| Seattle Genetics Inc | SGEN | 2.16% |
| Exelixis Inc | EXEL | 2.06% |
| ACADIA Pharmaceuticals Inc | ACAD | 2.04% |
__________________________________________________________________________
First Trust NYSE Arca Biotech Index (FBT) (Exp - 0.57%, Assets - 1.5 Bil, Yld - 0)
| Name | Symbol | % Assets |
| Regeneron Pharmaceuticals Inc | REGN | 4.88% |
| Gilead Sciences Inc | GILD | 4.58% |
| Qiagen NV | QGEN | 4.48% |
| Biogen Inc | BIIB | 4.28% |
| Seattle Genetics Inc | SGEN | 4.08% |
| United Therapeutics Corp | UTHR | 3.93% |
| Vertex Pharmaceuticals Inc | VRTX | 3.89% |
| ACADIA Pharmaceuticals Inc | ACAD | 3.75% |
| Biomarin Pharmaceutical Inc | BMRN | 3.69% |
| Alnylam Pharmaceuticals Inc | ALNY | 3.53% |
________________________________________________________________________
ARK Genomic Revolution ETF (ARKG) (Exp - 0.75%, Assets - 515 mil, Yld - 0)
| Name | Symbol | % Assets |
| Invitae Corp | NVTA | 9.84% |
| CRISPR Therapeutics AG | CRSP | 9.34% |
| Illumina Inc | ILMN | 8.85% |
| Compugen Ltd | CGEN | 5.73% |
| Intellia Therapeutics Inc | NTLA | 5.62% |
| Iovance Biotherapeutics Inc | IOVA | 5.17% |
| Editas Medicine Inc | EDIT | 4.12% |
| Arcturus Therapeutics Holdings Inc | ARCT | 3.70% |
| Cellectis SA ADR | CLLS.PA | 3.47% |
| Guardant Health Inc | GH | 3.34% |
_____________________________________________________________________________