Why do people put "not investment advice" in their bios? Is there actually legal precedent, or do they just do copy others? Not investment advice.
Joined December 2023
- Tweets1.5K
- Following210
- Followers1.2K
- Likes3.1K
I wouldn't mind if one of my ShitCo CEOs had an affair, because at least it would show investors they can get *something* up
8
240
It ain't much, but it's honest work.
Crazy that $HRTX hasn't been acquired yet. Absolutely flubbed the launch. Seriously horrible execution. But of this valuation, there are a couple players that could do quite well with zynrelef.
3
12
1,627
I'm not a tech guy, but I do know that the UAE going all-in on data centers while the US gets overly political is just going to shift more and more geopolitical power to the Arab states. They'll just keep eating our lunch.
Sometimes I forget which accounts I follow for alpha and which I follow for inverse alpha (bad takes only). The list of people in the former group is getting smaller and smaller.
This is, indeed, interesting $DCTH
$DCTH Interesting that this patient received 2 HEPZATO treatments prior to beginning KIMMTRACK facebook.com/share/r/18ohCRc…
1
2
1,390
The market was giving you way too much time to short $PGEN on Friday and this morning. Should trade ~4.50 or below imo.
1
2
1,088
Sad I couldn't short this.
Respect to $EWTX. $1.55 Billion for a BMD trial that's more likely going to fail is one heck of an insurance plan.
8
1,185
I've tweeted a lot about $REPL and why I think the launch is going to be a quick curve. Happy it's finally getting a bid. I have low-30s modelled out for now. PAS and the board don't strike me as those who would accept an offer in the 20s, but I could be off there. Let's see!
I continue to think $REPL is good value pre-launch. Really looking forward to the early numbers here. 3-4 solid Q numbers before this becomes an expensive tuck-in target. See tweets from ages ago as to why.
1
7
996
Tried to warn y'all on $MLYS . The Baxfendy launch is continuing to look weak. Lot of the models made no sense. Will be a slow and extremely costly ramp, which is the same issue any partner will face here...
Still lots of downside left on $MLYS noone buying this because of the payer issues, imo. Will be step-edit central. Waiting for a mediocre partnership that gives away good economics to PR.
3
21
3,847
Until recently, I've felt like I was the lone one pounding the table on $INO very glad a couple smart people got in this one with me too. There were tons of opportunities to win on both sides of the trade :)
I still think even if you give $INO a 10% chance of approval (which is crazy, I'm currently ~40%), it's undervalued. Gotta hope some smart holders who bought in last round will stop them from doing another horrible raise. Mgmt obviously wants to sell. Money to be made both ways.
2
10
1,922
On $REPL - interesting that Sush highlighted some payers explicitly listing 24 doses of Tudriqev in their guidelines. When you work back from the Ignyte data, you'll see most pts will have >1 cycle. Not surprised there was rapid interest... a dozen KOLs were chomping at the bit
8
923