Joel Dobberpuhl

[Joel Dobberpuhl @JetstreamJoel]

$LQDA Funny, none of us were right. I like HC Wainwright’s estimates the best, which call for a fair amount of off-label use: $900M in revenues next year and $4 in eps. With MRK rumors from time to time the stock should work its way to $70 in the next 3-6 mos.

[Joel Dobberpuhl @JetstreamJoel]

$LQDA Approx 75% of new patients with PH-ILD have been choosing Yutrepia. If I were one of them, I would work with my doctor to figure out a way. Those of you suggesting doctors and patients will just throw up their hands and say “Oh well, too bad” doesn’t seem right to me.

[Joel Dobberpuhl @JetstreamJoel]

$LQDA Even if they just agreed to procedure, wouldn’t you agree the odds of them agreeing on anything by today was well under 50%?

[Joel Dobberpuhl @JetstreamJoel]

1. Analysts timidly added $200-300M of Tyvaso sales to models. For $UTHR, would rather have the royalty and that’s where the mkt is going. Also, % shouldn’t be so high as to disincentivize.
2. What is the maximum $LQDA is willing to accept and move on?

[Joel Dobberpuhl @JetstreamJoel]

$LQDA No one seems to want Tyvaso, and $UTHR doesn’t want a hollow victory, no matter how spiteful they are. Neither party wants to roll the dice with Andrews anymore. I believe we’ll see a steep 25% royalty deal on all Yutrepia sales. $2B+ in PV for $UTHR is a nice win.

[Joel Dobberpuhl @JetstreamJoel]

@mbamcnulty Assuming Liquidia sees it the same way, how do you expect them to proceed? What are you looking to happen in the next week or two?

[Joel Dobberpuhl @JetstreamJoel]

@beachbumcapital @zipjet @29374736ahshsv @Biomaven If the alternative is fewer choices for patients...

[Joel Dobberpuhl @JetstreamJoel]

$CRWV This loan from Broadcom to Anthropic will put the fear in to any CRWV shorts. If NVDA loans them $20-30B, maybe with some warrants, the stock goes straight to $130-150

[Joel Dobberpuhl @JetstreamJoel]

$LQDA I know they said they would do this previously, but can someone explain why Liquidia would voluntarily offer to have the PH-ILD label removed when patients want it and they can appeal? Is it just because unlike UTHR they are good guys or is there some legal strategy?

[Joel Dobberpuhl @JetstreamJoel]

$LQDA I know they said they would do this previously, but can someone explain why Liquidia would voluntarily offer to have the PH-ILD label removed when patients want it and when they can appeal? Is it just because unlike UTHR they are good guys or is there some legal strategy?

[Joel Dobberpuhl @JetstreamJoel]

$LQDA I know they said they would do this previously, but can someone explain why Liquidia would voluntarily offer to have the PH-ILD label removed when patients want it and when they can appeal? Is it just because unlike UTHR they are good guys or is there some legal strategy?

[Joel Dobberpuhl @JetstreamJoel]

@jimcramer When all it takes to open the Strait is for Trump to force Netanyahu to stop, it’s too risky to be short.

[Joel Dobberpuhl @JetstreamJoel]

@jimcramer Don't you think the 45-day ceasefire makes a ton of sense for both sides? I can easily see it going on indefinitely. As long as their Strait-opening program works, then both sides can just agree to disagree.

[Joel Dobberpuhl @JetstreamJoel]

@MPPregent Michael, if we are down to striking 2-3 man cells, what about Iran’s ability to fire ballistic missiles? What has to happen to see that drop even more and would you expect to see that soon? Today, for example, they launched quite a few missiles. Thanks.

[Joel Dobberpuhl @JetstreamJoel]

@saylor Yes, this is how Ponzi schemes work

[Joel Dobberpuhl @JetstreamJoel]

@Latinas @PeggyDeFi @Portalcoin 💃🔥🎉

[Joel Dobberpuhl @JetstreamJoel]

@Latinas @PeggyDeFi @Portalcoin @binance 💃🔥🎉