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
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The market was giving you way too much time to short $PGEN on Friday and this morning. Should trade ~4.50 or below imo.
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.
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.
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.
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.
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
Agreed. $REPL Looking good.
For anyone interested in REPL's launch of TUDRIQEV, I strongly suggest listening to the replay of Replimune's earnings call this morning edge.media-server.com/mmc/p/…
Biotech market is back. Tell your friends. Tell your bankers.
$SLS Reaches 80th Event in Phase 3 REGAL Trial of Galinpepimut-S (GPS) in AML
- Reaching the 80th Event Triggers the Final Analysis of the Pivotal Phase 3 Trial
- Topline Primary Endpoint Results this Quarter
Mediocre partnership terms loading $MLYS
$UNCY will always be the short that keeps on giving (if timed correctly...not now but soon).