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Stonks only go down

[Bagholder Unlimited @But_The_Comps]

@dalibali2 Thots on $kvyo?

[Bagholder Unlimited @But_The_Comps]

@ResearchPulse1 hey man DM me? Can chat on local chatters

[Bagholder Unlimited @But_The_Comps]

Agree, and btw this is a rare case where you only really have 3 alternatives in clinics: $eras $2595HK $Anl because many Chinese competitors opted for pan-kras instead and they all flopped

[Seedy19 @seedy19tron]

Staying on this theme $rvmd ceo acknowledging that “many companies” have been interested.
Sector is booming like never before. $xbi
You have to think RAS/onco co’s $eras / $tngx in play too.
The alpha right now is in
1. identifying the underbidders (they’re pre-committed capital with a built model)
2. owning the comparable in the validated class/indication before the rotation prints.
3. identify other derisked assets
4. 🔁

Like for instance where had a flurry of Radiopharm deals a couple of years $pnt x $lly , $ryzb x $bmy , $fusn x $azn , Mariana x $nvs
MASH back to back to back Boston , $akro , $etnb
IBD $rxdx $morf televant all clustered together
Obesity $mtsr Carmot and a ton of Chinese in obesity asset in licensing
In vivo Car T : $pstx x $rhhby + Kelonia, Orna, Orbital, Capstan, Interius, EsoBiotec, Pregene

[Bagholder Unlimited @But_The_Comps]

@buckbid What would make $ice work? Rates going down?

[Bagholder Unlimited @But_The_Comps]

hyperscalers seem to be maxxing out on AI capex, close to spending all OCF. Yes yes they could issue equity. But just for thought exercise - what would be the next limiting factor on spend? any ideas? trying my luck with a few guys... @dalibali2 @scuttleblurb @LongOnlyLarry

[Bagholder Unlimited @But_The_Comps]

@Tatsu_Fujimoto Genuine Q: how come we've seen additional candidates from cnta on non-narcolepsy indications, whereas TAK hasn't?

[Bagholder Unlimited @But_The_Comps]

@Joshthe3rd_ wonder what this means for $smmt who pulled the offering

[Bagholder Unlimited @But_The_Comps]

Really? Apogee? Wtf are these guys thinking

[Bagholder Unlimited @But_The_Comps]

@AAMortazavi

[Bagholder Unlimited @But_The_Comps]

@P_Remarks soxs

[Bagholder Unlimited @But_The_Comps]

@dalibali2 Why wouldn't they talk about it? Big tech stocks been shit cuz people worry about a capex treadmill no?

[Bagholder Unlimited @But_The_Comps]

HK biotechs: v difficult to perform with interbank rate spiking and policies overhang, plus high starting valuation...

More froth to squeeze before we go up again

[Bagholder Unlimited @But_The_Comps]

@pemulisking Ur right

[Bagholder Unlimited @But_The_Comps]

@Biohazard3737 @richtrades100 to a pharma, having access to their GIPGLP plus ROFR on other assets like long acting and amylin is a pretty big differentiation vs vktx I think? You get to human derisking data much faster with Hengrui running trails like rabbits in China

[Bagholder Unlimited @But_The_Comps]

@Banana_Oncology @lcbnuoH Welcome back! @lcbnuoH

[Bagholder Unlimited @But_The_Comps]

What u want home boi we got'em

$gild gonna be seething in pain in a few years time

[Ohad Hammer @ohadhammer]

China ADC landscape (Great report from Locust Walk)
Next wave is more innovative (bispecifics, new payloads dual payload)

[Bagholder Unlimited @But_The_Comps]

@Archimedes20311 FAP to the pptus bro

[Bagholder Unlimited @But_The_Comps]

@bingbingbom why?

[Bagholder Unlimited @But_The_Comps]

Why is $txg up every day?

[Bagholder Unlimited @But_The_Comps]

fuck u in ur colon

[Marc de Garidel @RGaridel18419]

$ABVX Congratulations to Abivax! All of our shareholders are becoming future patients.

It’s called stress induced IBS.

We are winning like never before!

Thank you for your attention to this matter.

- MDG