Marc

Math PhD | Economics | Biotech | American Politics

[Marc @Mark748779211]

@PersimmonTI this is why I will be shocked if we don't start seeing more acquisitions in these trading-under-cash names.

Accelerated vesting of options gives the C-suite a ~10m+ incentive to make a deal.

[Marc @Mark748779211]

@NewsLambert

[Marc @Mark748779211]

@LukeGromen I don't think this should be a hot take - $350/sqft for Cleveland is brutal.

[Marc @Mark748779211]

@thestraygoose @jamierkennedy I mean he's like 41, has kids, and 200m in the bank. Retirement doesn't seem that unreasonable?

[Marc @Mark748779211]

@thestraygoose @jamierkennedy Dustin Johnson won a bunch though?!

Arguably had more talent than the career stats will back up, but probably a top 100 all time career...

[Marc @Mark748779211]

@Sanctuary_Bio this x100.

Drug with moderate risk of liver injury with nothing else going on becomes a big risk of liver injury in a target population of boomers with a million other things try to stop their liver from functioning properly.

[Marc @Mark748779211]

@bioinvestor24 yeah it's not clear to me that their "well the western data is still maturing" is all that much of a brag.

If the ex-China data is still maturing, and worse, it implies that final data is likely to be worse than this cut, not better.

[Marc @Mark748779211]

@whitelightfrom @zhaoweiasu @GeneInvesting (Sarepta case of course a completely different case/indication, but the real-world complication resulted from a drug with moderate risk of liver complications and in a patient with other recent liver complications. the combo ended poorly)

[Marc @Mark748779211]

@whitelightfrom @zhaoweiasu @GeneInvesting it's ambitious, but this is exactly my point in drawing the parallel to the sarepta case a few months ago.

Risk may be minimal in patients with nothing stressing their liver. But the target patient population is boomers with a bunch of other shit stressing their liver already

[Marc @Mark748779211]

@Sanctuary_Bio dude's a clown. I broke it down for him in excruciating detail and he still doesn't get it.

[Marc @Mark748779211]

@wokekenzie based on his setup it looks like no more than a 9i and he's set up for a fade at left side of the green. Guy ahead of him is 30-40y right of where he's aiming.

[Marc @Mark748779211]

@wokekenzie Again the context matters. If he's got a wedge in his hand this is completely fine, he shouldn't be hitting the ball within 50y of the guy in a million years at this level.

[Marc @Mark748779211]

@Top100Rick I don't mind it on a reachable par 5. Clearly they are trying to disincentivize you from hitting it up there.

Lay up and don't hit your 3rd up there if you don't want to have that shot.

[Marc @Mark748779211]

@wokekenzie Part of the reason tournament golf takes 5+ hours a lot of the time is not playing ready golf. Needs to be encouraged in competition more .

[Marc @Mark748779211]

@wokekenzie eeehhhhh, think it depends what he's hitting.

If he's hitting a 3i draw that the player is standing in the starting line , yes, player should give more space .

If he's 150 out and that's a full on shank to hit it there, player being pointed at is fine.

[Marc @Mark748779211]

@punnettsqrcap @Biohazard3737 Dupi methinks

[Marc @Mark748779211]

@DiMartinoBooth For the first time in ~20 years, there are shades of grey between current rates and 0.

JP is in a tough spot here. Arguably one he helped create, but a tough spot nonetheless.

[Marc @Mark748779211]

@GeneInvesting another grade 4 without bili elevation would also do it.

Again regulators don't play on this . They really don't.

[Marc @Mark748779211]

@CollinRugg Biden 2028 is equally plausible to how Trump 2024 sounded after Jan 6th!

[Marc @Mark748779211]

@GeneInvesting sure but it's a "two strikes and you are out" situation, and that was just strike one.