@PersimmonTI I understand your $CRVS point but I’m not sure what you intend on the $SLNO point….do you mean it’s a stretch to discredit the short report in their case or the opposite?
Sean, the selling is under a 10b5-1 plan, so the parameters were set up quite a while ago by her and are basically automated. More importantly, these options expire in February 2026 (typically 10-year options), so if she doesn't exercise them...they will expire. In summary, the sales are not alarming in my opinion.
@BiotechTVHQ@gline This is one of the more coherent explanations of the biggest, less obvious, or less spoken out loud, challenges facing biotech right now
@Biohazard3737@Bandit_Capital@TheBio_Hunter That scenario could happen, you're right. Seeing branded pricing go up in the U.S. so egregiously for the last 25 years handicaps it the other direction for me...but who knows for sure.
@Bandit_Capital@Biohazard3737@TheBio_Hunter Yes, Medicare/Medicaid (where the big fed budget numbers are) and relative drug pricing to ROW (lack of fairness, a big Trump focus)
@adamfeuerstein And $URGN as well. Fred Cohen of Monograph was a supposed independent director but his fund got an inside look and bought $15 million. They weren’t even shareholders.