Taxi Biotech
Dedicated to biotechnology, investing, and trading. Dive into independent analysis of biotech news, stocks, companies, and emerging market trends. Bringing you insights and updates to navigate the world of biotech investments. Disclaimer: This channel is for informational and entertainment purposes only, not financial advice.
Taxi Biotech
Another TaxiReport $INSM
Otro TaxiReport
Just to learn more about the company; this is not investment advice."
Solo para conocer más la compañía, no es consejo de inversion
$XBI #biotech #investing
3 months ago (edited) | [YT] | 1
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Taxi Biotech
(ENGLISH)
Today, I have something even better than a video for you.
Here are 10 key updates from biotech companies: strategic milestones for 2026 and their financial solvency (cash runway) to back their research.
If you are interested in a second part covering 10 more stocks, show some love and hit the 'like' button so I can keep sharing!
1) CRISPR Therapeutics $CRSP
+ Key 2026 Milestones:
• CASGEVY™ launch acceleration continues global adoption.
• Regulatory submissions for CASGEVY in ages 5–11 expected H1 2026.
• CTX310 data expected H2 2026 (cardiovascular).
• Lp(a) program updates in 2026.
• Top-line Phase 2 data for CTX611 in TKA patients expected H2 2026.
• Updates across autoimmune and immuno-oncology (zugo-cel) in H2 2026.
• Initiation of clinical trials for CTX460 (AATD) mid-2026 & CTX340 (hypertension) H1 2026.
💰Cash / runway: $2 billion.
2) Moleculin Biotech $MBRX
+Top 2026 Milestones:
Annamycin:
• Q1 2026: MIRACLE trial unblinding at ~45 subjects.
• 1H 2026: 90th subject recruited for MIRACLE.
• Q3 2026: Data unblinding of 90 patients.
• 2H 2026: Start Part B of MIRACLE.
• 2H 2026: Pancreatic cancer investigator-initiated trial begins.
2027+ (context): Part B recruitment & pediatric AML Phase 2 expected.
WP1066 (STAT3 inhibitor):
• Q1 2026: Ongoing Phase 2 GBM trial continues.
• 2H 2026: New Phase 2 pediatric brain tumor trial expected to begin.
• 2H 2026: Preclinical IV data expected.
💰 Cash/runway: It will require significant additional financing to conduct its planned trials.
3) Metagenomi Therapeutics, $MGX
+Updates:
• MGX-001 (hemophilia A): Pre-IND meeting in 4Q2025 completed; on track for IND/CTA submission in 4Q 2026 → Phase 1 start expected 2027.
💰 Cash runway: 4Q 2027.
4) ORIC Pharmaceuticals $ORIC
+2026 Program Milestones:
• ORIC-114 (NSCLC): expect data in 1H & mid-2026, incl. combinations with SC amivantamab.
• ORIC-944 (mCRPC): combination data into 1H 2026.
• Registrational trial starts expected in 2026 for key oncology programs.
💰 Cash/Runway:$282M expected to fund operations into late 2026.
5) Kyverna Therapeutics $KYTX
+2026 Strategic Priorities:
• File BLA for miv-cel (SPS) in 1H 2026.
• Prepare US launch readiness by end of 2026.
• Continued enrollment & updated Phase 2 data in gMG (KYSA-6).
• IND acceptance for KYV-102 enabling next pipeline stages.
💰 Cash/Runway: Runway extended into 2028.
6) Disc Medicine $IRON
+ 2026 Milestones:
• FDA approval decision on bitopertin (EPP) under accelerated review (CNPV).
• US launch of bitopertin if approved.
• Phase 2 updates (H2 2026):
– DISC-0974 (myelofibrosis anemia) + End of Phase 2 meeting.
– DISC-3405 data in PV & Phase 1b SCD.
• Initiate new Phase 2 DISC-0974 in IBD-related anemia.
💰 Cash/Runway: runway into 2029.
7) BillionToOne $BLLN
+ 2026 Guidance & Growth:
• 2026 revenue guidance: $415M–$430M (40–45% growth vs 2025).
• Positive GAAP operating income guided for full year 2026.
• Reiterated solid 2025 revenue base ($293M–$299M).
💰 Cash/Runway: self-sustainability in 2026.
8) Cogent Biosciences $COGT
+2026 Milestones:
• Submitted NDA for bezuclastinib in NonAdvSM (Dec 2025) + follow-up NDA for AdvSM on track 1H 2026.
• NDA for GIST expected Apr 2026: first new therapy for second-line GIST in >20 years.
• Clinical data from three pivotal trials (PEAK, SUMMIT, APEX) expected 1H 2026.
• IND submissions planned for pan-KRAS and selective JAK2 V617F inhibitors in 2026.
💰 Cash/Runway: Cash to fund operations into 2028 aprox.
9) BioNTech $BNTX
+ 2026 Focus & Readouts:
• Multiple late-stage programs expected data flow in 2026, including:
– Autogene cevumeran (BNT122-01): potential readout 2026.
– DYNASTY Breast-02 (T-Pam): 2026 Phase 2 in HR+ breast cancer.
– AHEAD-MERIT program in head & neck cancer readout planned 2026.
– Ongoing global oncology expansion with ROSETTA lung & other trials.
10) Kyverna Therapeutics $KYTX
• BLA filing anticipated 1H 2026 for miv-cel in stiff person syndrome (SPS).
• Launch preparation throughout 2026.
• Phase 3 gMG enrollment ongoing.
• Completed financing extends cash runway into 2028
6 months ago | [YT] | 2
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Taxi Biotech
(ESPAÑOL)
Hoy hay algo mejor que el vídeo.
Aquí tenéis 10 actualizaciones de EMPRESAS biotecnológicas: hitos estratégicos para 2026 y solvencia financiera (cash runway) para respaldar sus investigaciones.
Si os interesa una segunda parte con otros 10 valores, apoyad la publicación con un 'like' para seguir compartiendo.
1) CRISPR Therapeutics $CRSP
+ Key 2026 Milestones:
• CASGEVY™ launch acceleration continues global adoption.
• Regulatory submissions for CASGEVY in ages 5–11 expected H1 2026.
• CTX310 data expected H2 2026 (cardiovascular).
• Lp(a) program updates in 2026.
• Top-line Phase 2 data for CTX611 in TKA patients expected H2 2026.
• Updates across autoimmune and immuno-oncology (zugo-cel) in H2 2026.
• Initiation of clinical trials for CTX460 (AATD) mid-2026 & CTX340 (hypertension) H1 2026.
💰Cash / runway: $2 billion.
2) Moleculin Biotech $MBRX
+Top 2026 Milestones:
Annamycin:
• Q1 2026: MIRACLE trial unblinding at ~45 subjects.
• 1H 2026: 90th subject recruited for MIRACLE.
• Q3 2026: Data unblinding of 90 patients.
• 2H 2026: Start Part B of MIRACLE.
• 2H 2026: Pancreatic cancer investigator-initiated trial begins.
2027+ (context): Part B recruitment & pediatric AML Phase 2 expected.
WP1066 (STAT3 inhibitor):
• Q1 2026: Ongoing Phase 2 GBM trial continues.
• 2H 2026: New Phase 2 pediatric brain tumor trial expected to begin.
• 2H 2026: Preclinical IV data expected.
💰 Cash/runway: It will require significant additional financing to conduct its planned trials.
3) Metagenomi Therapeutics, $MGX
+Updates:
• MGX-001 (hemophilia A): Pre-IND meeting in 4Q2025 completed; on track for IND/CTA submission in 4Q 2026 → Phase 1 start expected 2027.
💰 Cash runway: 4Q 2027.
4) ORIC Pharmaceuticals $ORIC
+2026 Program Milestones:
• ORIC-114 (NSCLC): expect data in 1H & mid-2026, incl. combinations with SC amivantamab.
• ORIC-944 (mCRPC): combination data into 1H 2026.
• Registrational trial starts expected in 2026 for key oncology programs.
💰 Cash/Runway:$282M expected to fund operations into late 2026.
5) Kyverna Therapeutics $KYTX
+2026 Strategic Priorities:
• File BLA for miv-cel (SPS) in 1H 2026.
• Prepare US launch readiness by end of 2026.
• Continued enrollment & updated Phase 2 data in gMG (KYSA-6).
• IND acceptance for KYV-102 enabling next pipeline stages.
💰 Cash/Runway: Runway extended into 2028.
6) Disc Medicine $IRON
+ 2026 Milestones:
• FDA approval decision on bitopertin (EPP) under accelerated review (CNPV).
• US launch of bitopertin if approved.
• Phase 2 updates (H2 2026):
– DISC-0974 (myelofibrosis anemia) + End of Phase 2 meeting.
– DISC-3405 data in PV & Phase 1b SCD.
• Initiate new Phase 2 DISC-0974 in IBD-related anemia.
💰 Cash/Runway: runway into 2029.
7) BillionToOne $BLLN
+ 2026 Guidance & Growth:
• 2026 revenue guidance: $415M–$430M (40–45% growth vs 2025).
• Positive GAAP operating income guided for full year 2026.
• Reiterated solid 2025 revenue base ($293M–$299M).
💰 Cash/Runway: self-sustainability in 2026.
8) Cogent Biosciences $COGT
+2026 Milestones:
• Submitted NDA for bezuclastinib in NonAdvSM (Dec 2025) + follow-up NDA for AdvSM on track 1H 2026.
• NDA for GIST expected Apr 2026: first new therapy for second-line GIST in >20 years.
• Clinical data from three pivotal trials (PEAK, SUMMIT, APEX) expected 1H 2026.
• IND submissions planned for pan-KRAS and selective JAK2 V617F inhibitors in 2026.
💰 Cash/Runway: Cash to fund operations into 2028 aprox.
9) BioNTech $BNTX
+ 2026 Focus & Readouts:
• Multiple late-stage programs expected data flow in 2026, including:
– Autogene cevumeran (BNT122-01): potential readout 2026.
– DYNASTY Breast-02 (T-Pam): 2026 Phase 2 in HR+ breast cancer.
– AHEAD-MERIT program in head & neck cancer readout planned 2026.
– Ongoing global oncology expansion with ROSETTA lung & other trials.
10) Kyverna Therapeutics $KYTX
• BLA filing anticipated 1H 2026 for miv-cel in stiff person syndrome (SPS).
• Launch preparation throughout 2026.
• Phase 3 gMG enrollment ongoing.
• Completed financing extends cash runway into 2028
6 months ago | [YT] | 3
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Taxi Biotech
11_12_25 🗞️🧬
Noticias de acciones biotecnológicas. Resumen diario. #Español #Biotech
Parece que HOY no hay novedades importantes de las BIOTECs del #NASDAQ.
La noticia más relevante:
Adquisición de Applied Therapeutics ($APLT) por Cycle Pharmaceuticals.
La oferta: $0.088 en efectivo por acción y un CVR (Contingent Value Right) supeditado a futuros hitos regulatorios.
Un -91% en $APLT desde octubre es un golpe duro. Entiendo perfectamente el dolor que sienten sus inversores.
7 months ago | [YT] | 1
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Taxi Biotech
12_12_25 🗞️🧬
Biotech Stock News.
Daily Recap. English
There are no major updates from #NASDAQ BIOTTECH companies TODAY.
The most relevant news: Acquisition of Applied Therapeutics ($APLT) by Cycle Pharmaceuticals. The offer: $0.088 in cash per share and a CVR (Contingent Value Right) subject to future regulatory milestones.
A -91% drop in $APLT since October is a tough blow. I completely understand the pain their investors are feeling.
7 months ago | [YT] | 0
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Taxi Biotech
💊 I’m working on a new video about biotech companies that combine meaningful and achievable catalysts in 2026 with enough cash not to need a capital raise (though, as we always say on the channel, in biotech it can happen anytime).
The selection is based on the recent Q3 financial results reported by each company.
Right now I’ve got way too many tabs open 😅, and still need to narrow it down to just a few with the most realistic and relevant catalysts.
Nothing is guaranteed, just personal opinion.
#biotech #investing #earnings #clinicaltrials
8 months ago | [YT] | 2
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Taxi Biotech
💊 Estoy preparando un nuevo video sobre empresas biotech que combinan catalizadores interesantes y alcanzables en 2026 con suficiente efectivo como para no necesitar una ampliación de capital (aunque, como sabemos en el canal, en biotech eso puede pasar en cualquier momento).
La selección parte de los resultados financieros del Q3 presentados recientemente por cada compañía.
Por ahora tengo demasiadas pestañas abiertas 😅, y me queda trabajo por hacer: quedarme solo con unas pocas, con los catalizadores más realistas y relevantes.
Nada está garantizado, solo opinión personal.
#biotech #inversión #resultados #clinicaltrials
8 months ago | [YT] | 1
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Taxi Biotech
Biotech Cash Survivors 2027 💰🧬
I analyzed 80+ biotech Q3’25 reports to find which companies are financially strong to operate through at least 2027 without dilution
Here are the 12 biotechs with solid cash, long runway, and key catalysts
🧵💡ideas for Biotech investments
x.com/TaxiBiotech/status/1986769313571705301
8 months ago | [YT] | 0
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Taxi Biotech
Today’s news: Q3 biotech financial and milestone updates.
I broke down 20+ reports: cash, runway, and next milestones. If you trade or invest in #biotech, you’ll want to read this 👇
x.com/TaxiBiotech/status/1986460374892257668
8 months ago | [YT] | 1
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Taxi Biotech
🧬 Biotech Q3 Results and Key Updates 💰
This week, many biotech companies are releasing financial results and major clinical updates, a great source of investment ideas and healthcare trends.
I’m sharing summaries of the most relevant highlights on X (Twitter):
👉 x.com/TaxiBiotech/status/1986097371743170901
Follow me on X for more real-time biotech and market insights.
#biotech #investing #markets #stocks #earnings
8 months ago | [YT] | 0
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