canoebrookbl

$qure, $xbi, I believe @WSJ will continue to publish several articles/week jabbing MM and VP with insights from more pro pharma/biotech Susie Wiles and Jim O’ Neill until VP is out and maybe MM as well.

Expect a bounce tomorrow morning but then fade into red in the pm. Some US money went to KOSPI tonight to make us believe there will be a meaningful bounce tomorrow.

$gmab will be looking for an opportunity to buy puts on $gmab as Rybrevant has an ongoing L1 HNSCC trial only one year behind Peto. 600 pts target a lower HR than peto (699 pts). $gamb experts, does $gmab have more ph 3 readouts other than peto single agent?

$rlay on my radar and buy dips before ASH!

This should be a much bigger risk to $gmab but not many people paying attention. Rybrevant’s single agent ORR is better than Peto!

$rvmd My best tweet of the day, forward looking, validated quickly and consistent with my previous “short it at launch” message!

$xbi can easily go down to $120-130 level and pharmas can wait. What will be the price of $abvx and $rvmd etc when $xbi is around $120-130?

$qure I give the administration a lot of credits. At least they have shown: we want to do better for patients and US bio innovations and cleaned the FDA house. 6 m later nothing changed at $qure.

At least no one is laughing at my $asts, $nvda, $nktr, $abvx, $celc, $cogt, $rvmd $qure and $hut puts anymore, what an achievement!

Buy $qure only when it is close to cash value or a more capable CEO is in place unless you are adding $200 per purchase! You don’t want to be bag holders for those one-sided pumpers. A little too late to hedge or net short!

$abvx closing @$83ish?

Outside of bio my $nvda, $asts and $hut puts also going nuts. Long $fisv

$abvx, $nktr, $celc, $cogt, $rvmd, $prax, $qure etc puts all printing for me. Plan to ring $nktr very soon!

$abvx very impressive to hold above $84~. How long is the question. If not, how much lower?

$fisv impressive on a massive down day target close to $70 in coming weeks!

This prediction on $nvda actually came before earnings, unbelievable!

$qure at least there are some shareholders (mostly bulls) self reflections which is a good starting point. You don’t want to turn this community into a $sgmo board!

This worst bio momentum group of stocks continues to implode. Actions from$alny hopefully can at least put a temporary floor.

$asts faster down than I thought. Will cover close to my TP!

$rvmd my prediction already started? That is fast!

$rvmd the beat is not as impressive as $insm in the early days and it could repeat what $insm stock did 2-3 Q ago in the next 6m.