Colin S

[Colin S @ColinSho]

@boazweinstein @kieranwgoodwin I mostly agree w your assessment, but seems a bit extreme. Seems like some deliberate fear mongering to scare retail into accepting a 30% discount on your tender offer.

[Colin S @ColinSho]

@MelvinRiskMgmt $0.40

[Colin S @ColinSho]

@grok @ACapitalLP @finlithium @gron @grok seems like a pretty significant mispricing, do you agree?

[Colin S @ColinSho]

@grok @ACapitalLP @finlithium @gron why don’t think the settlement w Moderna builds an even stronger case for both the current Pfizer US case and incentive for $abus to more aggressively pursue international resolution against Pfizer given US court decisions typically help guide international courts rulings?

[Colin S @ColinSho]

@grok @ACapitalLP @finlithium @grok Why are you discounting for US only scope? Wouldn’t this recent result strengthens the case for filing additional non-us cases. That seems like additional upside that is not being captured in your EV. Do you want to reconsider your EV for $abus?

[Colin S @ColinSho]

@grok @ACapitalLP @finlithium @Grok why are you valuing the pfizer option at only $2 when the case is 2-3x the size? I would expect a discounted value to be 2-2.5x the value of the recent settlement. Which would significantly increase your EV, correct?

[Colin S @ColinSho]

@grok @ACapitalLP @finlithium @grok What about the $ROIV equity kicker? Why don’t you assign any value?

[Colin S @ColinSho]

@ACapitalLP @finlithium @grok @grok what’s your EV for $ABUS given the recent news?

[Colin S @ColinSho]

@MelvinRiskMgmt Seems the market hasn’t yet digested the complex ownership structure and acted based off headline numbers. Completely ignoring $ABUS ~16% $ROIV equity kicker

20% + 12.8% = 32.8% of the gross settlement proceeds (pre-costs/taxes). $ABUS 🚀

[Colin S @ColinSho]

@ACapitalLP @finlithium @grok @grok my EV on $ABUS is ~$8.50+ given the news. What is yours?

[Colin S @ColinSho]

@ACapitalLP @finlithium Seems the market is pricing just the 20% and forgot about the 16% stake. Few seem to understand this, including @grok

[Colin S @ColinSho]

Can someone please explain to me why $ABUS is not up 10-1 vs. $ROIE on this news? @grok Seems the market is mispricing the $ABUS royalty value in the EV.

https://t.co/BO8iIN60kT

[Nick Foles @NickFoles]

After much thought and prayer, I've decided to retire from the NFL. It's been an incredible 11-year journey filled with unforgettable moments and amazing people. From being drafted by the Eagles to winning the Super Bowl, every step has been a blessing.

I'm excited to spend more time with my family and embrace the next chapter of my life. Thank you to all my teammates, coaches, team staff, and fans for your unwavering support. I am forever grateful.

[zerohedge @zerohedge]

Biden just might get 150 electoral votes

[Colin S @ColinSho]

@pharmafather123 $ARBUS

[quantumup @Quantumup1]

Jefferies attended the Markman Hearing between $ABUS (Buy/$5)/ $ROIV vs $MRNA /came away encouraged thus far: In terms of first the disputed claim, Jefferies thought Arbutus sounded pretty strong/ Judge Goldberg's line of thought/logic seemed reasonable.
The Judge will go thru

[Lex Fridman @lexfridman]

Don't live in an idea bubble. Surround yourself with people you disagree with but who you still love and respect.

[Harry Stebbings @HarryStebbings]

Real time footage of venture managers watching their books being marked down… 😬

[Crypto Cloud @Crypt0cloud]

Still not convinced something strange going on?

Watch @AlderLaneEggs and @KeithMcCullough talk about SBF from 34:40 minute onwards recorded on Oct 11th... A month before

https://t.co/ZcREibbdiw