Being “encouraged” by “unprecedented” data from shitcos big and small. Adam F follows me so u know I'm legit
Joined October 2023
- Tweets2.9K
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- Followers1.6K
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Another one of these guys lol
Bio: "Biopharma stock research in plain English"
"Ok what's your angle on the stock?"
" $AZN put in $2B, must be good imo"
Amazing anal. Stunning, really
Rayne Wothbaum retweeted
3. There is still too many pod shops, period. Looking at the past 24-36 months returns of some firms I wonder who the LPs are. IMO some "tier 2" shops benefited from the top 3 returning capital. Nevertheless, I expect more pod shops to shut, net returns for many too low.
Rayne Wothbaum retweeted
“So did you hear about Walleye”
- me on a date Saturday night with a physician assistant
Rayne Wothbaum retweeted
intelligence comes in many forms
Steve Mandel (Lone Pine): "But one thing that we've learned, or I've learned, is people can be unbelievably smart, but if they're very linear thinkers, they will never work as an analyst. We are always dealing in shades of grey, probabilities. If somebody has to know the answer, like to a math problem or whatever, if they have to know the answer, there is never the answer in our world. And so those people can be incredibly smart and might be winning Nobel Prizes or whatever, but they can't work in our world because our world is all about probabilities and weighing outcomes. And if that makes you uncomfortable, it's just not the work for you."
$SMMT out here really setting the bar for clear and transparent disclosures
Jon pls. You prob don't know (and shouldn't, given your day job), but the Venn diagram of mgmt who post hype threads and companies whose stock prices go up is basically 0. For your shareholders' sake (aka me), pls kick the tweeter. I'd rather you pick up a cocaine habit instead
Feature request: @OpenEvidence needs an incognito mode like other AI platforms so I can safely and securely ask if the “atopic dermatitis” on my balls is actually quaternary syphilis and that’s why it’s not going away. RIP
Could not make this up. Amazing this website is still free LOL
$RAPP is raising >$360M extending cash runway through 2029...
Prior guidance, before the raise, was runway into 2H 2029...
Rayne Wothbaum retweeted
With $SLS 80th event in the bag, we should come together as a group and create a list of all the ways Sterg is going to spin the failure. I really hope he invents something new, and doesn't just rely on the old standbys.
Rayne Wothbaum retweeted
The only right way for Merck to announce Tuli data is this.
PR 1 - here is our trash Tuli 15% CR and 5% ER delta (maintenance)
PR 2: Merck has entered in an agreement to acquire ABVX for X$/share
There is no better way.
Biotech guys: "Why are we drawing down this badly"
Also biotech guys: "Here's our new IPO, pls invest"
Why o windward why. COPD trial - not even doing a serious size to matter. HLE launch in I&I to watch - $GSK Exdensur off slow (~40m in 2Q's of sales) (Today was last IPO day for a S1 to get out before Turkey day.) sec.gov/Archives/edgar/data/…
