Montana Parsons

[Topps @Topps]

The 11-year-old collector who pulled the Paul Skenes 1/1 Debut Patch card just shared his journal entries…

It’s an absolute MUST-READ 🥹❤️

[C⭕️achK43 @SanJacRaven43]

🤷🏻‍♂️ Woody Williams is the best Pitching Coach in the country at any level of College Baseball.

[Montana Parsons @MonteParsons6]

@FundasyInvestor Slightly expensive currently? I like $70 or less?

[Dalton Ross @DaltonRoss]

#Survivor46 star Ben Katzman says the #Survivor jury 'didn't want to hear anything I had to say,' and reveals where his potential tiebreaker vote would have gone. https://t.co/e8xpBR3oll

[Montana Parsons @MonteParsons6]

@FundasyInvestor @JonCukierwar Thank you 🙏🏻

[Montana Parsons @MonteParsons6]

@FundasyInvestor Huge follower of yours. Love Evo, Dino, Kinsale, I’m in the industry myself. A competitor of RT Specialty actually. Want to dive more into ACIC, do you have anything on it?

[Montana Parsons @MonteParsons6]

@SHistorians DM’d you!!

[No Laying Up @NoLayingUp]

“Moments” by @KVanValkenburg

@TheMasters

[Jon Strauss @Doc4Coach]

I’ve seen this before. Never gets old. Nice job @Langeliers23 !

[Kyle Porter @KylePorterNS]

The first 45 seconds of this are so intense.

"Do not say a word! Do not say a word!"

[Jared Doerfler @DoerflerJared]

Holderness & Bourne is an interesting case study in golf.

While almost anyone can create an apparel brand - few can do it well.

Having a great product is only half the battle.

Here is what stands out to me.

• Founders & Team
• Channel Strategy

Not many Yale MBA graduates are entering the golf industry.

But after a night of a few beers discussing the idea. Alex and John decided they could make a better golf shirt and brand.

So they quit their jobs on Wall Street and pooled their savings together.

They started canvassing the garment district in New York City.

Their main differentiator? A piece of plastic.

To be more accurate - a collar stay. They wanted crips and proper collars on their golf shirts.

It was much more difficult to find a collar stay than you may think - it took 40 prototypes.

Alex and John started selling shirts out of their cars. And they scored some big accounts in the beginning.

• Winged Foot
• Greenwich CC
• Wykagyl CC
• Somerset Hills

Here is what really stands out to me - their commitment to their channel strategy.

H&B has remained true to its mission as a golf lifestyle brand.

Their support and conviction for green grass pros is unwavering.

While so many brands are utilizing retail as a channel - H&B is not.

They are building strong relationships with golf facilities - public & private - and staying loyal.

They now have over 100 embroidery heads at their facility in Armonk, New York, for custom logos.

Keeping this in-house has added value to their customers versus outsourcing fulfillment.

When I met with H&B at the PGA Show, I was impressed with their operation.

They are one of the most detailed and organized companies I have interacted with.

While H&B has had fantastic growth in recent years - it wasn't an overnight success story.

They have been at it for a decade.

A lot can be learned from H&B.

Whenever I chat with a founder in the golf space - I bring up H&B as an example.

They have a clear strategy. You certainly don't have to mimic it, but you need to be committed to that strategy.

[PGA TOUR @PGATOUR]

Asking @THEPLAYERS first-timers the hardest questions of all.

Introducing the mumbling interviewer 😅

[Montana Parsons @MonteParsons6]

@Doc4Coach 75-95!!

[Biotech Jim @JamesEKrause]

$TGTX Q CC summary 👇💪

Four priorities for 20241.
1. Make IV Briumvi more convenient via shorter initial infusion time
2.  SubQ Briumvi development, a novel market
(note that this glyoengineered Briumvi has the highest CD20 affinity of all CD20 branded agents, and this form has the highest Antibody-Dependent Cellular Cytotoxiciticy, ADCC, the mechanism responsible for eliminating this class of MS-causative B Cell population.)
Dosing currently is initial conditioning infusion at an infusion center, followed by every 6 month rapid infusion boost.
3.  Clinical development in other CD20-mediated diseases, beyond MS.  Priority is RA/Lupus over others including Myasthenia G.
4.  New Drug development, CD19 CarT (others on X have mentioned this so I will only bullet this one).

Briumvi Launch and market penetration 
Market is mostly to Docs in private practice and those at academic centers. Initial results were a 60% private practice vs 40% academic centers, but now academic center growth seen so that current is 50:50 split. Impt growth in academic centers and this is impt for overall perception of drug and infusion ease.

$TGTX  has the lowest MS market price of any branded CD20 MS drug. 

Note that there is a large and expanding RRMS (relapse remitting multiple sclerosis), and these untreated patients have a lower life expectancy than the general population.

Current patient distribution that receive Briumvi: 1) patients naive to all MS treatments, 2) patient switches from nonCD20 drugs, and 3) patient switches from other CD20 drugs (largest mkt).

Ex US, Germany is the largest EU market, and Partner has launched this drug there~ 1 week ago. (I have a friend there and she will likely use Briumvi, fwiw.)
Reimbursement work in the EU is currently ongoing.

TG does not expect any new milestone payments this year from this partnership.

Other Items
US sales force expansion, most has been built up in Q4 already, further slow 2024 build in US sales force.

Gating factors for subQ formulation:  the formulation is set, now some FDA filings to be submitted.

Switching trial:  From other CD20s to Briumvi use, need to test whether initial IV dose "conditioning" needed. This would reduce dose by 150mg.drug. Need patient safety data on this switch.  TG's desire is to get this into the FDA label. 

Brief patent update (see TG PR from a couple days ago). Glycosylation pattern new composition of matter patent filing.This is a nice and new place for exclusivity, ie '2040' patent. This will/should extend COM to 2042.

[Wolf of Harcourt Street @wolfofharcourt]

Another day passes, and the $EVO investment thesis is further derisked.

This time, one of the largest casinos partners with $EVO rather than attempting to build the solution themselves.

[dough @semodough]

$TGTX should help accelerate switches from “crap gap”Conclusions: In ENHANCE study, the transition from IV CD20 to ublituximab is very well tolerated. Enrollment in ENHANCE is ongoing and additional efficacy, tolerability and immunologic parameters will be reported in the future

[Pure Long Trades @PureLongTrades]

$EVO just opened 4% up on the day✅

News: New Jersey division of gaming enforcement just closed its investigation of Evolution AB with no further action