Andrew Earley

Shareholder activism, investments, biotechnology.

[Andrew Earley @AndrewEarley87]

@11thestate Sorry, i don't want to imagine it ))))

[Andrew Earley @AndrewEarley87]

@stan_vick I would like to know the list of "good" brokers! Is $IBKR on it?

[Andrew Earley @AndrewEarley87]

@stan_vick Not just big tech companies. This is standard practice; I remember that about 20 years ago, the main shareholders in green technologies were oil giants like $BP.

[Andrew Earley @AndrewEarley87]

@CrisprGlenn Considering the latest claims from FTC, they simply will not be allowed to develop in this area; they can only help slightly.

[Andrew Earley @AndrewEarley87]

@stocks12456 @PolarizingLit and I were just discussing where $SANA might get funding. If their CFO isn't crazy and they really do have a connection to Bezos and that's why they didn't place shares in January, then the target price is around 20. If not, then zero!

[Andrew Earley @AndrewEarley87]

The second company is called Sana Biotechnology. It also has allogeneic CAR-T therapy in its portfolio, but also, in my opinion, a more interesting drugs UP421 and SC451 - islet cells for patients with type 1 diabetes. $SANA

[Andrew Earley @AndrewEarley87]

I'll tell you about two biotech companies working with allogenic cells. Investors are unhappy with both. One was dishonest with them and will probably be fine, and the other was honest but may go bankrupt. #biotech #claims

[Andrew Earley @AndrewEarley87]

@PolarizingLit The Chinese have a slightly different technology, they take the patient's own cells and reconfigure them. $SANA uses donor cells that are not killed by the patient's own immune system, this is a much more advanced technology.

[Andrew Earley @AndrewEarley87]

@PolarizingLit I completely agree here, tariffs can affect absolutely everything! In my opinion, we should follow the example of Buffett, who sits in cash.

[Andrew Earley @AndrewEarley87]

@PolarizingLit I'm not sure he even knows about this investment. He has a fund Bezos Expeditions that does this kind of investment, and there have been biotech investments through Amazon Web Services. I think they need a few billion for the whole process, if Jeff gives them - I will be glad!

[Andrew Earley @AndrewEarley87]

@JessieChimni If you know how these targets are calculated, their value is completely incomprehensible. And if you want to know where the stock will go in case of success or failure of the trials, look at the options market.

[Andrew Earley @AndrewEarley87]

Unlike $CRBU, $SANA's management did not deceive anyone. The portfolio of drugs is even more promising. But they overestimated their capabilities and thought only about innovations. If they do not find a partner like $NVO or $LLY, bankruptcy is just around the corner.

[Andrew Earley @AndrewEarley87]

Investors have filed a lawsuit against $SANA, accusing it of misleading them about its ability to conduct a full cycle of trials. And in fact, the company has real problems, because the market is in a very difficult financial situation.
https://t.co/S7R54QbPFy

[11th.com @11thestate]

🧬 $SANA investors filed a lawsuit against #SanaBiotechnology for overstating its financial strength and misleading investors about the viability of key drug candidates.

[Andrew Earley @AndrewEarley87]

@dadbodfamilyguy @CaribouBio Hi! This is not an investment analysis, but rather a comparison of two similar stories of two companies in the context of lawsuits received from investors, a little later I will write about $SANA. I have no position, but I think the data will be good and the shares will rise.

[Andrew Earley @AndrewEarley87]

I'll tell you about two biotech companies working with allogenic cells. Investors are unhappy with both. One was dishonest with them and will probably be fine, and the other was honest but may go bankrupt. #biotech #claims

[Andrew Earley @AndrewEarley87]

Now it turns out that @CaribouBio are recidivists. The drug is really important, the probability of good data is high, there should be enough money in the accounts. But will investors trust them again? They will most likely lose the new lawsuit too. https://t.co/WLqCNkPprC

[11th.com @11thestate]

‼️ IMPORTANT UPDATE: $CRBU investors on our platform have reported losses exceeding $200K.

The day after Caribou shared its Phase 1 trial results, its market cap dropped by more than $66M.

We’re closely monitoring the $CRBU case and will keep you updated here.

[Andrew Earley @AndrewEarley87]

And what do we find out? $CRBU already had such a lawsuit, but it concerned "inflated" expectations for the IPO and further. By the way, if you have owned shares for a long time, you may also be entitled to payments.