Capsid Capital

Healthcare L/S

[Gappy (Giuseppe Paleologo) @__paleologo]

Christopher Nolan is an abnormally overrated director. His movies are incorrigibly and insufferably didactic. His palette is dour. His narrative ranges from disconnected to positively unhinged (Tenet, Paprika). I could go on.

[Capsid Capital @CapsidCapital]

@richfalkwallace @__paleologo Would love the Excel. Great stuff

[Capsid Capital @CapsidCapital]

@FundamentEdge FExWITG

[Capsid Capital @CapsidCapital]

@Borlaug_ will be there 🫡

[Eric Topol @EricTopol]

Unexpected. Even if 1 in 10 a big deal.

[Capsid Capital @CapsidCapital]

@WaterworldCapi1 Big brain banker moves

[Capsid Capital @CapsidCapital]

@hcls24 Would add $INSP to the medtech tactical long group too. Think they’ll sound incrementally better at Wells and provide more on their DISE replacement data

[Gabriel Tamez @deusexdividend]

I need to spend less time on here

[Mezz @for_yield]

This is easily the best feature apple ever created

[Capsid Capital @CapsidCapital]

@HotspurInvestor CEO bought 1mm shares right before their slot at conference. Ballsy. So funny that they were also talking about a “GLP1 drug delivery device patent”…?

[Capsid Capital @CapsidCapital]

@Borlaug_ For sure and that’s excluding upside from $SRPT EMBARK indication expansion opp

[Callery Cap @callerycap]

Terrific stuff from @tseides. Selfishly I hope this is his last healthcare deep dive - my alpha will dry up if he continues to demystify the HC system to generalists.
https://t.co/CNtINkPG5C

[TBall Coach Black Sails @BlackSailsRsch]

Earnings call hold music should correspond with the company’s results. Nothing worse than chipper hold music when one is about to get kicked in the face.

[Emma Camp @emmma_camp_]

Just an absolute banger.

[Andrew Walker @AndrewRangeley]

Here's a funny one: $RETA is getting acquired by $BIIB, but their 10-Q suggests that $MRK will be required to by them $301m in an antitrust block.

(It's a clear drafting error, but makes it pretty clear there was a hot and heavy bidding war between Merck and Biogen!)

[Capsid Capital @CapsidCapital]

@Citrini7 Been a diaster for them. And standard bariatrics was meant to be their growth driver

[Leveraged Bugs Bunny @LeveragedBunny]

@Borlaug_ Earning season in a nutshell lol
The new earning season framework just dropped, you got to have the balance between "We`re back x It`s so over" to outperform.
Soon it should be included in Mauboussin`s newest paper.

[Adam Feuerstein ✡️ @adamfeuerstein]

$REGN $CTLT - Eylea 8 mg regulatory update.

Additional manufacturing info being submitted to FDA mid-August.

Co. expects FDA decision in Q3.

[Derek Thompson @DKThomp]

New paper on happiness in America since 1979.

Just fascinating. There are like 1,000 stories to tell about American life, economics, and culture in these graphs

[Bertrand Delsuc @BertrandBio]

$TGTX -41% PM

$ROG $RHHBY comments from last week: "we hear that Briumvi is having a great launch but we just don't see it on the market"