Bio Tech

Work in biotech; opinions and speculation from someone who has been there

[Bio Tech @BioTec1000]

@A_May_MD I actually assumed this is the start of short the launch vs real belief of cancer risk

[Bio Tech @BioTec1000]

@bradloncar @BiotechTV commercially why will it be different than S1P

[Bio Tech @BioTec1000]

@PolicyCandy @bmsnews it’s likely that BMS was losing money on Eliquis previously for Medicaid. this likely is a money saving move

[Bio Tech @BioTec1000]

@Biotech2k1 it should be; but PCSK9 was a 10-20b opportunity when it launched

[Bio Tech @BioTec1000]

@basadomente pretty common for lifestyle. will work 9-5 if that at Nektar

[Bio Tech @BioTec1000]

@Biotech2k1 i’d be a little hesitant to give them too much credit there. That said they have done a good job with Zoryve getting it up to 400 run rate. similar to incyte JAK.

it’s just ~10x sales valuation with ~10 years of patent is a lot

[Bio Tech @BioTec1000]

@JacobPlieth yikes on the signal this sends…. and from Ares

[Bio Tech @BioTec1000]

@BoringBiz_ quality thesis

[Bio Tech @BioTec1000]

@MurrayHillGuy1 don’t over think it. more likely a beautiful mid (or headed there) than anything else. Ex athletes likely to transform a bit in their 20s (for the better)

[Bio Tech @BioTec1000]

@MurrayHillGuy1 if it’s not their dream already it should be

[Bio Tech @BioTec1000]

@MMMTwealth your paying 8x EV/Revenue for an ophthalmology
roll up strategy (like 7x on a last quarter run rate basis)

[Bio Tech @BioTec1000]

@TheBiotechBear but is his PM a cuck?

[Bio Tech @BioTec1000]

@ndcarson non boomers should 100% not be voting for boomers

[Bio Tech @BioTec1000]

@fakepharmabro to be fair the original guidance seemed insane

[Bio Tech @BioTec1000]

@BoringBiz_ pretty sure everyone is tired of boomers running things. Gen Y and Z going to vote for themselves.

[Bio Tech @BioTec1000]

@Sanctuary_Bio @STL_Biotech FDA doesn’t care about investors. Nor should they.

I also think investors are blind to what FDA guidance received to biotechs really is vs how it is communicated publicly

[Bio Tech @BioTec1000]

@LifeSciVC @bradloncar cash acquisition plays. taking equity in a chinese biotech to sell your US biotech seems far more unlikely

[Bio Tech @BioTec1000]

@LifeSciVC @davidmaris @statnews don’t disagree but it is way easier to get an OTC device approved in EU. US doesn’t have that same pathway

saunders has also never been about fair prices