Tarun Doss

[Tarun Doss @DossTarun]

@MrFamilyOffice Don’t need a family office to invest in jgbs

[Tarun Doss @DossTarun]

@PrairieFlood What do you think Viator is worth ?

[Tarun Doss @DossTarun]

@zipjet @TcheeseRa Guy who posted it on VIC years ago in the single digits has $10 eps pencilled in for 2027

[Tarun Doss @DossTarun]

@ToffCap $alot ?

[Tarun Doss @DossTarun]

@LionelHutz_Esq @SirHiss108 @zipjet @slk349390919 Lionel, thanks for your thoughts. Have you seen the UBS experts comments on probability of Hatch-Waxman remedies applying in $uthr win and your opinion?

[Tarun Doss @DossTarun]

@Steven_Kiel @AmheShay @sleepyjoe179835 @AnnaFlorcia @Steven_Kiel do you have any thoughts on UBS experts insistence they remedies with be full injunction under Hatch Waxman ?

[Tarun Doss @DossTarun]

@AnnaFlorcia @zipjet I wouldn’t place too high a weight on LLM probabilities - they are highly sensitive to change depending on even subtleties like from whose perspective you ask.

[Tarun Doss @DossTarun]

@paperhands91 @AnnaFlorcia @zipjet @vrotjan So I’ve been playing around with LLMs on this all weekend too. It generally rules in favour of lqda initially but when I attach UBS transcript with their legal expert opinion, the LLM changes its opinion and sides with legal expert

[Tarun Doss @DossTarun]

@AnnaFlorcia @zipjet @vrotjan @AnnaFlorcia - I think the million dollar question is, in event of lqda loss, will remedies be under true hatch-waxman framework? If they are, the letter of law remedy is full injunction - no discretion. So it really comes down to, is there sufficient judicial wiggle room.

[Tarun Doss @DossTarun]

@paperhands91 @zipjet Do you know anyone with access to UBS research? Basically the four factor eBay test only applies if standard patent infringement, not if tried as hatch-waxman case. He gives it a hand wavy 60pct chance - but I personally don’t know framework / how to handicap

[Tarun Doss @DossTarun]

@fin_capital Great work - the survey in your recent prescient investment memorandum gave me confidence to size up my position heading into earnings

[Tarun Doss @DossTarun]

@AlphaHunte79332 I’m surprised shares aren’t up more, but assuming it’s the legal cloud.

[Tarun Doss @DossTarun]

@AnnaFlorcia Brilliant stuff Anna. Take a bow.

[Tarun Doss @DossTarun]

@DeepValuePlay Thanks - is this in IPF or will they have to do a separate test? Also, on clinical superiority surely yutrepia should be allowed ?

[Tarun Doss @DossTarun]

@InvestSpecial $thryv: goodco (SaaS) vs badco (Ypages - melting ice cube). SaaS business growing 20pct+ / low churn, with margin expansion, but hidden by decline of Ypages. By 2030, should be pure play SaaS. Mcap ~ 500mn, SaaS rev should do $1bn with 20pct ebitda margins by 2030. Great mgmt too

[Tarun Doss @DossTarun]

@AskeladdenTX $thryv: goodco (SaaS) vs badco (Ypages - melting ice cube). SaaS business growing 20pct+ / low churn, with margin expansion, but hidden by decline of Ypages. By 2030, should be pure play SaaS. Mcap ~ 500mn, SaaS rev should do $1bn with 20pct ebitda margins by 2030. Great mgmt too

[Tarun Doss @DossTarun]

@zipjet Yes - when asking about ‘327 lawsuit it gave high odds of $lqda when I asked q from an $lqda perspective, and even odds for $uthr when asked from $uthr perspective

[Tarun Doss @DossTarun]

@AnnaFlorcia Broadly what do u think shares are worth Anna?