Living the dream. No free lunch on Wall Street.
Monmouth Beach, NJ/Jupiter,FL
Joined October 2012
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Tim Carmichael retweeted
$TGTX AZER CEL does not disappoint- 89% of evaluable participants (16/19) had stable or improved disability scores at Day 90, despite documented progression prior to enrollment on high-efficacy therapies
$TGTX TG Therapeutics Announces Phase 1 Data Evaluating Azer-cel in Progressive Multiple Sclerosis in a Late-Breaking Oral Presentation at MSToronto2026 | TG Therapeutics, Inc. ir.tgtherapeutics.com/news-r…
MRNA Stock: Citi Questions Whether Melanoma Vaccine’s Benefit Justifies Individualized Tumor Harvesting And Manufacturing. $MRNA
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Tim Carmichael retweeted
$AZN busy newsflow with multiple positive readouts and approvals on October 22, led by accelerated FDA approval for Ultomiris in IgA nephropathy and the U.S. launch of Zegfrovy for targeted lung cancer. The company also added positive Phase III evidence for Tezspire in eosinophilic esophagitis, reinforcing momentum across oncology and immunology.
$AZN Bofa Pipeline deep dive: $30bn peak sales; first look into busy FY27 - BUY 75page pipeline deep dive with first look into busy FY27 path. c$11bn peak sales 2H26, c$19bn in FY27; >20% upside to cons
Data offers upside to FY30 $80bn sales guide (could be >$100bn) and visibility on growth post 2030 through patent cliff
Biopharma PIII is high probability, in substantial markets and under-appreciated. Oncology PIIIs also big but riskier
AT&T CEO Says SpaceX’s Low-Band Spectrum Isn’t Cause to 'Over-Rotate': T Stock Slips After Q3 Earnings Beat $T $VZ $SPCX
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Tim Carmichael retweeted
$ABVX Piper PT $175 While ABVX shares have struggled of late for a variety of reasons, continue to believe in the fundamental value
of obe as a highly differentiated treatment option in IBD, a view strengthened by the UEGW
data, &continue to believe shares are undervalued at current levels. Remain buyers.
Subgroup analyses extend obefazimod’s efficacy findings to additional
endoscopic endpoints.
$ABVX MS PT $180 UEG meeting highlight consistent
longer term durability and meaningful benefits across
maintenance subgroups, further supporting the broad potential
of obefazimod in ulcerative colitis (UC) ahead of regulatory filing
expected by YE26.
$MMM solid Q results — outlook remains on a positive track💥💥
Tim Carmichael retweeted
$ABVX Buy) TRUIST With durability holding, the discussion increasingly turns to where obe' fits and how broadly it could be used. From our discussions at UEG, we sense KOL focus has shifted from parsing efficacy to earlier vs. later-line use, the place for an oral, and whether obe' could serve as a monotherapy backbone or combination partner
$ABVX lot to like here — fundamental outlook remains very encouraging 💥💥💥
$ABVX MS PT $180 UEG meeting highlight consistent
longer term durability and meaningful benefits across
maintenance subgroups, further supporting the broad potential
of obefazimod in ulcerative colitis (UC) ahead of regulatory filing
expected by YE26.
$TGTX updated BRIUMVI data keeps the company in excellent competitive position. Fundamental story remains rock solid💥💥💥
$TGTX Seven-year BRIUMVI data demonstrate sustained disease control, with approximately 88% of participants remaining free from confirmed disability progression after 7 years of continuous treatment
Phase 1 subcutaneous BRIUMVI bioavailability data support quarterly dosing schedule being evaluated in a fully enrolled Phase 3 trial
Positive phase 3 ENHANCE results support proposed BRIUMVI single-dose initiation schedule
Late breaking oral presentation of Azer-cel to be presented Friday, October 23, 2026 at 10:45am ET
SpaceX’s Q3 Beat Has Analysts Looking Beyond Starlink To AI And Starship – Citi Sees ‘Monumental’ Flight 15 Catalyst. $SPCX
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