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.

[FBCC @BiotechPort]

Fking animals

[Faraz Pervaiz @FarazPervaiz3]

HORRIBLE

In Bangladesh 🇧🇩, a Muslim Imam from a mosque is mistreating non-Muslim women, treating them worse than animals on the streets. This is real Islam.

[FBCC @BiotechPort]

@TheCinesthetic Punisher is 100%.
1 out 10 may be redeemed but the other 9 will cause so much suffering to innocent people, that it just does not worth it.

[FBCC @BiotechPort]

@stormholloway @MemoryMedieval Majority of Israelis don't want this shit of a land. We gave it all back in 2005.

[FBCC @BiotechPort]

It was Hammas hideouts.
Hamas uses civil infrastructure to fight Israel. They hide and trap with explosives heavily populated urban areas. They shoot rockets fron those houses into Israeli civi areas. They hide ammunition in schools and kindergartens
I know it because I was there for many months.
Take a notice that other parts of gaza are standing without being hit. Parts that were not use as terorist strong holds.

[FBCC @BiotechPort]

@Frost7 @MemoryMedieval Lebanon entered the last conflict on the side of Iran by shooting missiles from its territory into civilian centers in Israel. Thus Lebanon territory is a fair game for Israel.

[FBCC @BiotechPort]

@oldyzach GOT

[FBCC @BiotechPort]

@jeromeleonard5 @gilmoreport He is just stuck. He needs to go "all in" with troops on the ground and more bombing or just walk away.
He does not want to do anyone of those, so he is stuck.

[zerohedge @zerohedge]

60 minutes left: brace for a barrage of completely made up Iran headlines

[Master Cheeks @WiggerMaggot]

This is so funny when you remember that in real life Trump’s reaction to almost being murdered was so cold that it basically won him the election

[FBCC @BiotechPort]

@Sanctuary_Bio @Bios_n_Techs My guess is they are not going to stay independent till then.
I don't see this team staying around for the commercialization. It's a "two guys" shop.

[FBCC @BiotechPort]

The reaction of $IMMX and $IMVT post data just strengthens my view. Its a "news failure" environment, where good news are treated as an liquidity event.

There was no run up in IMMX before the data, the MC is reasonable, the financing is strong, the larger effect in a larger sample size is rear (usually goes down), the ~100% "cure" rate is impressive, approval next year, another catalyst is coming in few months.
Zero reason the stock is lower than yesterday.
$IMVT had a short squeeze yesterday but no buyers came in today, thus the sell off.

Look at $AVTX (which I was negative by the way). It sold all the upside move on an unexpected success in HS and broke the financing.

When $XBI weak, your edge/alpha effect is minimal.

[FBCC @BiotechPort]

It feels like the recent $XBI bull market just ended 3 days ago. It was struggling for the last 3-4 weeks. but I think the official brake came 3d ago. At least as it looks to me now. I maybe wrong of course.

[FBCC @BiotechPort]

@DmitryKovalchuk There is no real volume in pre and this name is probably very under the radar.

Other option is, XBI is shit now so not a lot of appetite to buy on positive results.

[FBCC @BiotechPort]

$IMMX
After 15 years in this market I became cynical and callus, but every once in a while, even arsehole like me can get excited.
Not often you get a real CURE for a devastating disease like AL Amyloidosis. 95% CR in r/r population with no relapses.
For the sake of the patients , I hope they will move it into the first line as soon as possible.

[FBCC @BiotechPort]

@scowl731 3-4d ago $XBI was ~2% from its peak holding the $135 range.

[FBCC @BiotechPort]

It feels like the recent $XBI bull market just ended 3 days ago. It was struggling for the last 3-4 weeks. but I think the official brake came 3d ago. At least as it looks to me now. I maybe wrong of course.

[FBCC @BiotechPort]

@BigChodu The real tell will be if there will be a real buy out and XBI will close down or flat on that day.

[FBCC @BiotechPort]

@ScienceFocusonX So is 10M HCl

[FBCC @BiotechPort]

@jew_viking @JoosyJew To be fair. All that is right, but prices and taxes are heavy. Not that easy for people that lives there.