HeLa Papi 🔬

not a doctor and not financial advice. trust the bioprocess!

[HeLa Papi 🔬 @HeLaPapi]

@PegasusTrades

[Isaac MK @foggygrainSF]

good morning San Francisco 🌁

[Roivant Sciences @Roivant]

Didn't catch our #JPM26 presentation? Catch the video we presented here

"Either you were in the M&A basket and public markets investors thought you were going to get bought by Big Pharma and your stock traded well, or you weren't...[but] it's great to be in an environment where we have another path forward as a business"

[HeLa Papi 🔬 @HeLaPapi]

@Biohazard3737 I’m the opposite rn, probably using it more than I ever have

[HeLa Papi 🔬 @HeLaPapi]

@sigmazerocap

[HeLa Papi 🔬 @HeLaPapi]

@sigmazerocap

[HeLa Papi 🔬 @HeLaPapi]

@sigmazerocap @philly76fan215

[HeLa Papi 🔬 @HeLaPapi]

@sigmazerocap Agreed generally on headcount / margins, but there is a ceiling: https://t.co/ystXDnpKsG

The cost of filing a claim is a feature, not a bug of the system imo.

[HeLa Papi 🔬 @HeLaPapi]

@sigmazerocap

[HeLa Papi 🔬 @HeLaPapi]

$ILMN $ROG #AGBT #AGBT2025

[HeLa Papi 🔬 @HeLaPapi]

@sigmazerocap

[HeLa Papi 🔬 @HeLaPapi]

$GILD back above $100… our $XBI savior??

[HeLa Papi 🔬 @HeLaPapi]

@Borlaug_ This assumes the $4B goes back into grants right? At the end of the day doesn't Trump want to show absolute savings on spending?

[HeLa Papi 🔬 @HeLaPapi]

@sigmazerocap @peterphan88 There are some in India and China (Wuxi for example) but outside of there Evotec is the main one. CRL is starting to move more into manufacturing as well. None have the $EVT partnered pipeline tho

[HeLa Papi 🔬 @HeLaPapi]

@KNielsen2000 I don’t think the elastomers/pen mouldings are the bottleneck, it’s more the API and fill/finish right?

[Borlaug @Borlaug_]

Another 2-in-1 poast out just now. A big thank-you to everyone who came on board after the first one! Absolutely made my week seeing this much interest in subject matter that I'd have expected many to call esoteric.

I think this one more than lives up to its predecessor. Twice as useful if you've read both the original primer and $RGEN thesis.

Free portion has short EPS recap on $DHR $SRT $LONN as well as the tidbits from $TMO $IQV $STE that matter to bioprocessing that ties it all together.

The rest is a big add-on to my original primer on bioprocessing, going a level deeper and showing the key component of why I thought $DHR was a short a couple weeks ago (and a potentially tricky long from here?). Another lengthy one, mostly by necessity.

Feedback welcome. You know where to find it!

[HeLa Papi 🔬 @HeLaPapi]

@Biohazard3737 Short the launch became “launch the shorts”

[HeLa Papi 🔬 @HeLaPapi]

@AlexHarding7 @NedPagliarulo @monaco_biotech I generally agree. Just 2025’s expectations of $100M in sales seem high. At ~$30/day (and 10 day use on average), this is ~333k patients that need to be treated in one year….

[HeLa Papi 🔬 @HeLaPapi]

@AlexHarding7 @NedPagliarulo @monaco_biotech Market seems to be pricing in ~$2-3B in peak sales for acute

[HeLa Papi 🔬 @HeLaPapi]

$VRTX “Journavx”… wtf is this name?!