Andriy Che

[Andriy Che @17thfellow]

@ole_sanne Thanks!

[Andriy Che @17thfellow]

@AndersSjastad $KOS to $5!

[Andriy Che @17thfellow]

@jeromeleonard5 @BOSSTRADING0 Interesting what could be the play here. Rather short dated, a lot of premium paid but no obvious catalysts in sight

[Andriy Che @17thfellow]

@jeromeleonard5 Oh, I forgot about PRMT5/MAT2A
Point still the same, even if not all of them hit, ultimately the share price doesn’t count the Daro opportunity, not even close. And the closer is Daro to approval, the firmer is the floor on valuation

[Andriy Che @17thfellow]

@jeromeleonard5 Probably first data from B7-H3 PTK7
and maybe some data from dose escalation of their KAT6/7, though its probably pushing to the end of Q1

[Andriy Che @17thfellow]

@jeromeleonard5 am I wrong though? Around YE or slightly afterwards we should have Daro approved (with a few options that are not priced in like wide label, or full approval on OS trend)
Updates on DLL3 ADC, initial data for DLL3 ADC + PARG - where PARG could be best in class, first in class

[Andriy Che @17thfellow]

@pawcio2009 @RealTradingNick Next Monday will do it for me 😎😁

[Andriy Che @17thfellow]

IMO the question is not about carcinogenicity, as those tumors probably existed before those people started to take obe. Just the rate of multiplication doesn’t allow for cancer to grow from 1 cell to a detectable blob in 1 year. Its more about immune system not killing those cancers

[Andriy Che @17thfellow]

@AyusoValue And its finally possible to buy it on IBKR $COSH

[Andriy Che @17thfellow]

@pawcio2009 2*2 cube, so its not the real thing

[Andriy Che @17thfellow]

@jeromeleonard5 What is your take?

[Andriy Che @17thfellow]

@DmitryKovalchuk signals immune system to chill out >> decreased cancer surveillance >> more cancers 'mature'
it suddenly become a 'too hard' story for a lot of people

[Andriy Che @17thfellow]

@CloisterRes what if you take lower dose for twice longer?
it opens up a lot of questions that we dont know answers to.

[Andriy Che @17thfellow]

Sorry for an unrelated question but I would love to know your opinion on concerns that COR1M is at peak low right now and should mean revert bringing some carnage along the way. Do you think that the IV differential could be a factor for reversal on itself? Or is just a downstream thing and the fact that it usually mean reverts stems from state of the market itself and simply because it cant go much lower mathematically

[Andriy Che @17thfellow]

I assume those are not fix rate loans though and SOFR can rise dramatically
Maybe it actually favours the dry bulk market the most as those are cheaper ships and with demand for tankers high, its probably harder to get a slot for a dry bulk newbuild. Fleet is already aged and it may push the renewal even further

[Andriy Che @17thfellow]

@TuomasRimpinen @christankerfund Nothing is eternal 🤭one day it will come

[Andriy Che @17thfellow]

@AahanPrometheus A bit too late but GM!