Brian Orelli, PhD

San Diego Contributing Corespondent for @BiotechTVHQ, Writer/analyst for @themotleyfool, @bioworld, and others

[Brian Orelli, PhD @BrianOrelli]

Final panel of VC investors of first day of #BiocomGPIC not holding back. On U.S. administration: "It's a shit show."

[BiotechTV @BiotechTV]

𝐒𝐅 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐖𝐞𝐞𝐤: Meeting spaces around Union Square are so expensive during JPM that one venture capital firm decided to host its meetings this week on a van roving around town. Say hello to THE HATTEBUS.

[Brian Orelli, PhD @BrianOrelli]

Tell me you're focused on JPM without telling me about JMP.

[Brian Orelli, PhD @BrianOrelli]

@BiotechTV What was the company's interaction with the FDA before submission and during review and did things change?

[Brian Orelli, PhD @BrianOrelli]

@PharmDabbler If the WSJ report of DOJ investigation turns into a nothing-burger, I agree, but I have no idea how to handicap that.

[Brian Orelli, PhD @BrianOrelli]

@sharkbiotech A sign you need a longer list?

[Brian Orelli, PhD @BrianOrelli]

@ShannonJean @thordog42 Can also just be boxless, but otherwise functional, especially with Costco's return policy.

I bought 27 power washers and 2 generators listed as C/D for $100 plus shipping. More than 50% look brand new.

Did I just get lucky?

[Brian Orelli, PhD @BrianOrelli]

@BenFranksAltEgo Aardvark's hypothesis for not using GLP-1s in PWS (see slide 5 and 6): https://t.co/UhwkiJJCNQ

[U.S. Senator Bill Cassidy, M.D. @SenBillCassidy]

I am pro-life. No child should die from a vaccine-preventable disease.

Measles cases are now at the highest level since it was declared eliminated over 2 decades ago. To protect you & your family, please ensure that your child is up to date on vaccines.

https://t.co/X9rpAWwM0k

[Brian Orelli, PhD @BrianOrelli]

@jq1234t @DewDiligence Good point.

[Brian Orelli, PhD @BrianOrelli]

@DewDiligence Timeframes could be elongated if there are excessive requests for new manufacturing locations plus attrition of FDA staff.

[Brian Orelli, PhD @BrianOrelli]

@CoachFromSMB @hmn_alchemy @FOXSoccer Ref here ... you're both wrong. You can score from a shoulder, and the shoulder is defined as above the armpit not above the sleeve.

[Brian Orelli, PhD @BrianOrelli]

@daphnezohar This fellow, @BrianOrelli, is a most excellent companion. Thouldst should follow him.

[Brian Orelli, PhD @BrianOrelli]

In other words, looking for a deal where the NPV of the CVR is valuable enough that the stock is actually trading at more than the cash investors will get holding to closing.

[Brian Orelli, PhD @BrianOrelli]

Request for help:
Doing a presentation on @themotleyfool's Fool24 covering CVRs in biotech M&A.
Planning on covering $SNY's acquisitions of $BPMC and $VIGL.
Looking for a third example of a CVR that hasn't closed yet. Huge bonus points if stock is trading >upfront cash for deal.

[Brian Orelli, PhD @BrianOrelli]

@learnbiotech You should add all the crazy ones for blood cancer diseases (e.g. CRi, CRh, etc) or, probably better, make a sperate chart.

[Brian Orelli, PhD @BrianOrelli]

Biotech investing would be more fun if pharmas would make more CVRs tradable.

I understand why they don't bother as there's little (no?) benefit to them, but it sure would make things more interesting.

[BiotechTV @BiotechTV]

𝐀𝐒𝐂𝐎 𝟐𝟎𝟐𝟓: Later today, BiotechTV will be kicking off its coverage of #ASCO25 with @AlbertBourla to discuss @pfizer's big bets on oncology. $PFE

[Brian Orelli, PhD @BrianOrelli]

@CloisterRes https://t.co/RXnSpDvnhj

[Brian Orelli, PhD @BrianOrelli]

I would pay money for a Twitter filter that removed all tweets with 4 or more tickers from search results.