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Vincerx Pharma, Inc. (VINC)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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22 reactions on $VINC conversation
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My tea leaves read that VIP 152 will be the replacement drug to Ibrutinib. Amazingly ABBV will likely be the company to take this company out in 12 mos or so.
Top Trades Ideas For July 2021:
Low float 11 million shares, successful management, right price, all drugs are compelling in the pipeline and yes. Just a lil bit of news will rocket this stock. Continue to accumulate on any dips.
Nice team confidence by insiders purchasing well over $600,000 worth here. So this is an add on dips moving forward.
Agenda is obviously to be brought down lower yet. Every pop gets sold as hedge funds motives are still in progress clearly here. $10's May be yet to come. I'll be adding if so at that price point.
Support zone at14.70 - 14.80 range it seems tested once already. Looks good for adds or entry.
Frogman, its not biotech but bought a few WISA earlier today for the semiconductor continuation. Keep a close eye out. Traded MOSY several times over the past 2 weeks and has worked out very well. LEDS just parabolic today as well.
Compelling. Do you interpet that term differently. Remember this management was completely successful on two prior drugs. Oh well.
Lights on, nobody home? This is being bullied and pushed around day by day bottom should be coming soon no?
I just finished my first/preliminary analysis of Vincerx (limited to their website, and some competitor analysis). I don’t like to predict PPS because it is usually very volatile and variable in small/especially start-up biotech companies. I have initiated a small position. I’d did this mainly on the strength of the management team (past accomplishment) rather than any drug. I think the MC for a company at this stage should be around $1-2 hundred million. Over the next year I don’t expect much gain in MC, but I don’t rule it out either. My plan right now is to accumulate over time if the milestones are properly set and achieved.
Vincerx’s lead product candidate is VIP152. There are several competitors in the CDK9, MCL-1 space. I own MEIP and am following Voruciclib development closely. Voruciclib is a pan-CDK inhibitor, whereas VIP152 is CDK9 selective. Voruciclib is in dose escalation and MEIP is working to find a dosing schedule to limit toxicity associated with its multi-CDK activities. The CEO of MEIP believes they have identified an acceptable dosing schedule enabled by Voruciclib’s longer half-life. Voruciclib is given orally which is a huge advantage over IV. That’s why VINC is working on an orally available formulation for VIP152. Assuming that all of the clinical activity seen with the pan-CDK, Alvocidib, is seen with VIP152, VIP152 should have a major toxicity benefit versus both Voruciclib and ALvocidib. There are several other competitors in this space that need to be followed as well. IMO the current MC of MEIP is not driven by Vorucicib, it’s driven by their lead drug Zandelisib. Cyclacel has a very low MC versus VINC with it’s anti-CDK-9 in a similar stage of development.
Since VIP152 is VINC’s only clinical stage candidate the MC should be driven mainly by its competitive success versus these other players. I take no position on how that will play out.
I see VINC as a long-term winner if their platform technologies confer the benefits outlined in on their website. This is the primary reason I took a position and hope to build that position over the next year or two.
ADC’s have major potential in IO and successes are just now being demonstrated. Big players are investing heavily in ADC technologies and drug development making this a very high value space. VINC’s new ADC platform seeks to overcome major factors limiting the use of ADC’s such a toxicity and targeting. They are working toward IND’s now. If and when VINC can show in vivo (human) toxicity profiles and widening of the therapeutic windows I see the MC of VINC exploding into the $1+ range. That is probably two likely three years from now. I think the ADC potential may actually be the real driver of the current valuation.
Finally, VINC has a new technology (at least to me) involving small molecule drug conjugates (SMDC) that could also be huge.
So. This should be a fun ride.
My Investing Slogan: Be First, be right (be patient)
Hello Board. I took an initial position in VINC today.
Wrote up a report on VINC at
- check it out. Hope it helps with your own DD. Any feedback appreciated!
Blackseed Bio - Vincerx Pharma
buying today around 20, this is ready to move. First target 25
Stock not exploding after merger
Per my reading up to 70% of genes are pre-loaded with RNA-Polymerase II. A key role of P-TEFb is to release the RNA-II to enable RNA synthesis to proceed (elongation). P-TEFb phosphorylation of RNA-II is the primary trigger. So, inhibition of CDK9 (the catalytic factor in P-TEFb) prevents this phosphorylation leading to the loss of short-lived mRNAs. Even more interesting is that c-myc is required to recruit P-TEFb to the RNA-II arrest site. This suggests that CDK9 can short-circuit a major activity of c-myc. So, direct inhibition of c-myc may not be necessary.
Very exciting. Added more today.
Be first, be right (be patient)
Any ideas about why the huge differential between commons and warrants?
Lock up expire or something? Can't find any news...
Why hasn’t this popped yet?
adding more here in the 18's any day now this will take off
The warrants seem quite underpriced as of now.
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