FBCC

Only my thoughts/ideas. I may be Long or Short the names I am Tweeting about. My Tweets are not investment recommendations. Retweets do not equal endorsement.

[CM @clinmean]

$PRAX strong opening of the investor day

[Markets & Mayhem @Mayhem4Markets]

gm 😂

[FBCC @BiotechPort]

In my view one of the best people to listen to if you want to understand trading and markets.
https://t.co/OIEZRV1DHN

https://t.co/FslzhYJeNR
https://t.co/umsUZTlL89

[CM @clinmean]

$CYTK Looks like LVEF drops are not a major issue longer term for Aficamten

[FBCC @BiotechPort]

@FirstSquawk Why?

[FBCC @BiotechPort]

@seedy19tron @PositiveTopline @Biotech_FC Actually I would hold both of them

[FBCC @BiotechPort]

No. This would be stupid.
Acquisition is a Russian roulette. Who the fk knows what Large pharma has on their mind?
EWTX can be taken out befor CYTK and I would not be very surprised.

I just gave my personal view on the situation. Looking from "glasses " of "more premium but less risk and already selling asset".
I just think Large pharma can pay up additional $3-4B for that.

[FBCC @BiotechPort]

I think $EWTX is actually expensive vs. $CYTK, probably adjusted and time discounted.

$CYTK is selling well and is probably 3-4y ahead of $EWTX.

There is an actual a clinical risk here. Both on safety and efficacy. The trials in non-obstructive are not exactly a walk in the park.
If the safety claim by $EWTX are true ( and we are not sure about that yet), who said it will not come at the expanse of efficacy? And you will find that out only in 3y.

[FBCC @BiotechPort]

@DaniMayakovski

[Jack @jackunheard]

Not a single American Flag.

We are being conquered.

[Alix @AlixG_2]

If Muslims, in this era right now, aren't responsible for 9/11, how the fuck am I responsible for slaves over 200 years ago?

Fuck off with that shit, you can't be that retarded.

[FBCC @BiotechPort]

Political Jihad

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

When the American Dream becomes the American Nightmare.

[FBCC @BiotechPort]

No one cares as of now, but $PTN is $10MM MC and have a decent oral and injectable molecule with the same MOA.
The management is a disaster, true, but the discrepancy of $10MM vs. $10B is interesting at least.

[Oracle @OracleNYSE]

$RYTM bidding war

RHYTHM PHARMACEUTICALS REPORTEDLY WORKING WITH GOLDMAN SACHS AS MULTIPLE POTENTIAL BUYERS CIRCLE FOLLOWING ASTRAZENECA'S REPORTED $10B OFFER — BETAVILLE

[FBCC @BiotechPort]

I have a non proven hypothesis that $MRNA management sold their souls to Old Nick

[Sara Rose 🇺🇸🌹 @saras76]

Democrat just now realizing he should've voted red

[FBCC @BiotechPort]

@jeffreybdavis Why was it "good" yesterday though?

[FBCC @BiotechPort]

@Archimedes20311 You are not wrong

[FBCC @BiotechPort]

$PTN

[Adam May @A_May_MD]

Yeeeeesssssssss. So it begins already?!

$AZN $RYTM

https://t.co/e9PKHSZl6D

[Ryan @RyanFerrson]

Your current stupidity in the United States is exactly the same as the stupidity of Iranians in 1979!

Be regretful very SOON!

[FBCC @BiotechPort]

Regulations are invented by bureaucrats for bureaucrats to keep them fat and happy. If you give them free hand they will regulated the whole society to dearh.
Regulations killed any innovation in EU. Nothing new and exciting came from Europe in probably last 30 years.

Whe procedures become more important than the substance, the process is dead.

[Congresswoman Yassamin Ansari @RepYassAnsari]

Top of the Democratic agenda on day 1 needs to be a pause on advanced AI development, regulation of this out of control industry, and a ban on artificial superintelligence.

[FBCC @BiotechPort]

Diversity is not always great.
If you take a cup of wine and add to it a drop of poison, you will get a cup of poison.