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Replying to @meangenebio @hanseoulohno
A safe intravenous polyene thats not amphotericin b was made and sold for like $900,000 usd. Buyer seems to think they will be getting a prv from future work in cryptococcal meningitis
Get white space wasted if you want money.
youtu.be/hNF4_Xy7pNM?is=AV67…
I MOVED a significant portion of FinTwit into the Navidson house.
Over 25 board members over the years. as you descend into the home you begin to see things. Just speaking about its corridors led to the home summoning someone from the school of rotman.
Turns out North Korea was once again the big crypto thief.
Really glad that silicon valley sponsored ponzi scams are the source of funding North Koreas nuclear missiles.
Marcus retweeted
Cont'd:
So safety is one of the key competitive advantages here. In the clinical trial, we saw 0 patient safety reports. We love the efficiency, second feature of the platform, fast registration, fast bone preparation. We will try to make the claim that this will get us to time neutrality versus conventional. So extremely efficient, less than 3 minutes for bone cutting that if that is not enough to say on this topic, I don't know what else we can claim.
Ease of use, this is a robot that you don't need to have a complex surgical algorithm. You need to rethink your surgical algorithm. So really democratizing robotics for the masses. Highly reproducible, the fourth claim. And then we've seen in a lot of the clinical work we've done, we've seen a reduction or an improvement rather in accuracy. So again, safety, efficiency, ease of use, reproducibility and accuracy are the 5 key claims.
Today, in the U.S., roughly 80% of surgeons don't use a robot for a variety of reasons. That number is close to 90% outside the U.S. So we see a dramatic opportunity to focus on the blue ocean opportunity of those surgeons that are not using a robot. Then obviously, we believe that this is going to be a second segment, an opportunity for us to convert competitive accounts. In the U.S., CT scanning is a must. Ease of use is a must. And again, I'm not going to repeat the whole speech I just gave you. We're going to get that done through a Monogram. And then there'll be a third segment of some ROSA users that in the U.S. may want to move to Monogram. That is not the primary segment. ROSA is going to continue to be part of the portfolio, and we're very, very excited about Monogram. So again, if you're in Dallas, I love to see you there. We're very excited about where we are with this platform.
democrats could get 11 votes from republicans to remove trump from office. the party is a bunch of people that merely consolidated around a guy that had captured enough of the electorate to justify being the head of the GOP. now that the GOP is dead in the house/senate
monogram was said 28 times on Zimmers earnings call. you and I do not own enough $pdex.
as far as I am aware there have been zero public nanocap medtechs with comparable hurdle rates that have landed something like this. this event has been coming for some time and was obvious enough in OCT 2025 for a layman (me) to make that bet
by the time this is digested and there's been some quarterly performance added to numbers, expectations about multiple surgical practices being added under this whole royalty deal, it's almost impossible for it to not go parabolic. @wonderingbread1 did you sell everything?
one time I had a dream where warren buffett told me that pharma companies like to hide patents inside their clinical trials and that the entire process is a bit like a snipe hunt.
is depreciation a real cost for Zedcors towers? Hard to say. I don't think that the depreciation schedule is representative of actual useful tower life. Kind of makes the skinny income statement look like a tax dodge rather than poor economics.
I can empathize with this given I had to go through hell to understand patent law with a topical for nail fungus. It's like battling mechanized version of Hitler in biopharma.
Replying to @mike98572986
Disappointed in my investment performance and frustrated with the way they have handled comms around the data. That is my right. I stuck with them through FDA rug pull, which they navigated superbly but they are letting themselves down on the easy part. Selling the strory. The value is there but investing isn't always about being Mr Nice. I want to share my feedback publicly. The pushback I am getting says a lot.













