BiotechBandit1

L/S biotech investor who lets the data speak for itself.
The truth is out there if you look hard enough.
These opinions are mine and are NOT investment advice

[BiotechBandit1 @BiotechBandit1]

@leadlagreport 400 points higher

[BiotechBandit1 @BiotechBandit1]

@mrscorno7 @TechSalesGuy Computer nerd

[BiotechBandit1 @BiotechBandit1]

@mrscorno7 @TechSalesGuy Nerd

[BiotechBandit1 @BiotechBandit1]

@plainyogurt21 Higher baseline neutro in hs

[BiotechBandit1 @BiotechBandit1]

@assface_burner 🤡🤡🤡 absolute clown

[BiotechBandit1 @BiotechBandit1]

@JacobPlieth Wut did PFE sell geda for ?

[BiotechBandit1 @BiotechBandit1]

@MWPutters Ah got it. Looks awesome

[BiotechBandit1 @BiotechBandit1]

Reminder $NTLA is a terminal 0

[BiotechBandit1 @BiotechBandit1]

@CaptainRisky7 This gift keeps on giving.

[BiotechBandit1 @BiotechBandit1]

All of $NTLA programs are worthless

[BiotechBandit1 @BiotechBandit1]

All of $NTLA programs are worthless

[BiotechBandit1 @BiotechBandit1]

@InvestsZoo4947 No

[BiotechBandit1 @BiotechBandit1]

@leadlagreport @IfindRetards

[BiotechBandit1 @BiotechBandit1]

@Pharmdca The bagfather

[BiotechBandit1 @BiotechBandit1]

@JohnCendpts Tell us something we don’t know. Useless

[BiotechBandit1 @BiotechBandit1]

@adar170 But jNJ iS WiLl EAt iTseLF

[Chris Carper @mtheory11bio]

Crazy that the $XBI was down 3% today and it was only our third worst day of the week.

[BiotechBandit1 @BiotechBandit1]

@GeneInvesting @RandomGuyTHFC My point is, biologically there is no reason they should “get better”. They could stabilize. Of course. What causes mortality in TTR? Is it circulating monomer, or deposited cardiac plaques? Does NTLA (or bbio alny or pfe) impact plaque? No. 36, uncontrolled. Wool eyes

[BiotechBandit1 @BiotechBandit1]

@GeneInvesting @RandomGuyTHFC They don’t get better. I understand what you are looking at in the data. We can agree a) 36 patients can only “hint” and b) absence of control is tough with earlier dx and taf. Biologically there is zero reason to expect “improvement” without plaque impact.

[BiotechBandit1 @BiotechBandit1]

@GeneInvesting @RandomGuyTHFC How have control arms evolved every 4 years? Are they progressing faster or slower? Why?