Terminal Of Memes

I don’t want to, but I will address the $abvx waffle all over X about french habits, La Letter credibility, upside case, French govt rejection chances, and timeline French habits: I disagree with all the negative commentary about the French. Are you forgetting Obe a French product. Without them we wouldn’t even be here. I do think $lly personally going over in Sept and Dec, it’s courteous behaviour both in relation to $abvx and the French govt. Europeans in general are old school in certain aspects. 🌱 verdict : Love the French La Letter credibility: I personally think the article is very professionally written. There’s no speculation, it’s to the point and tip toes around any contentious topics and focuses on the facts. There is ample evidence out including French BioX users vouching for the integrity of this news outlet. 🌱 verdict: LEGIT source Upside case: I literally walked everyone through conservative peak sale estimates yesterday and the M&A multiple that is unanimously accepted by all stakeholders in biotech. The lowest end of the scale gets you $200 with a ceiling depending on whether there is a bidding war around $260. Yes, have guys forgotten $cdtx ? $jnj vs $sny on $atln , $IMGN not so long ago? I already explained in detail why $lly will go above and beyond to buy $abvx in a earlier post, but for various reasons they aren’t the only ones $jnj $pfe $sny $azn etc have ample reason to be or have been involved in the bidding process. 🌱 verdict : ~$235 French Govt rejection : I would say there is a very low to no chance of this happening. Dave Ricks is close to Donald Trump. We know Trump / US has leverage on Macron who’s really really weak right now. DJT would love to parade a blockbuster drug being bought and brought to American soil. Don’t rule out any trade deal angle on this one. $lly have made two trips to Paris already, and seems like the only thing based on the article the French govt seek is a stake in the new entity. 🌱 verdict: French will happily bless this in the smoothest fashion Timeline: if $lly are indeed as far ahead as evidence suggests I would say that they’re going to pull all the strings to get this over the line before JPM conf. $abvx could garner greater interest and BP doing everything to avoid another $mtsr scenario. Also one of the reasons why $mrk probably offered so much more than the second best bid. 🌱 verdict: <2 weeks imho Let’s not forget it was the contras that repeatedly told @A_May_MD and me that at $10 it’s too risky, MOA is tough to understand, pooled data isn’t enough evidence to go long $50 , wait for the offering they need cash so it will pull back $65, now that offering over, people won’t want to hold for maint , wait for pull back $80 , going up with $xbi , $xbi run won’t last long $90, oh wait , are we really sure about the patents? $100, no one will buy it before maint data, already up too much $115, this valuation is silly, YE gains lock up coming will go lower $145, Seedy made up the flight log case , $lly probably there for something else $110 , bubble burst definitely no buyout , retail bagged $135, the French are lazy , newspaper is fake, buyout is probably $160…. Think for a second what/who has been the only constant in terms of the correct view point and start reading again from the top. Bonus: for those saying “ex US partnership”, well where is the US CCO if you’re planning on commercialising in 🇺🇸.