PyotrN

[K1nggee @mrrbigdick]

PAWG gets BBC Creampie💦😍 while her boyfriend goes to work and pay the bills

#bbc #Milf #backshots #bnwo #cheatingslut #extremebnwo #blacked #bbcbully #pawg #backshots #doggy #snowbunny #thicc #cuckold #hotwife #gooner #wankchat #cuck #mom #slutmom #blackedmom #momcaptions #cuckson #bbctrainer #blackisbetter #bigass #bigbooty #booty #ass #Milf #Squirting #blowjob #Pussy #bbw #Wet #bbc #porn #wataa #chudai #pittsburghfreaks #pghfreaks

[PyotrN @ParaFortuna]

@JoseRestonVA @a_a_free Great point. I remember how disappointing that was for $SWTX shareholders. premium so low it was almost mind-boggling. That said, their lead asset wasn't that compelling to begin with and the market for desmoid tumors isn't so large.

[PyotrN @ParaFortuna]

@JoseRestonVA @HOThomasWPhelps what do you think they should do? If you were $SNY CEO, what would you acquire and why?

[PyotrN @ParaFortuna]

$ISRG - @Juststartingout14 growth slowing meaningfully and margins under pressure. Later this year, new entrants into the market from MDT and JNJ will eat into ISRG's mkt share, even if at a gradual pace initially. ISRG is more expensive than it looks. more risk not priced in.

[PyotrN @ParaFortuna]

@NewsEquities @GoodForAll6 @DimitryNakhla he's right. $260 to $280 makes sense.

[PyotrN @ParaFortuna]

@AlphaJames @sandra221011868 Perfect. you will get additional opportunities at $260 or lower.

[PyotrN @ParaFortuna]

@JesseKellyDC lol.. Jaylen Brown did say "the bar is pretty fucking low"

[PyotrN @ParaFortuna]

@WallStSai @bioinvestor24 @IfkovicsA @HansGnt05391203 doubt they can afford either of the two.

[PyotrN @ParaFortuna]

@bioinvestor24 @ipollit77 terribly uninformed take. there is no cancer risk associated with the drug itself. The study population had a lot of older, more severe ulcerative colitis patients and that subgroup is more prone to non-melanoma skin cancers.

[PyotrN @ParaFortuna]

@adamfeuerstein @DrewQJoseph I usually like your work but you showed a total lack of journalistic integrity on this one. Instead of focusing on the facts and the science you fanned sensationalist flames on this name just to troll some retail biotwit investors you don't like. Disgraceful.

[PyotrN @ParaFortuna]

@AngelaEpif30900 @bugalalla @grok - who are Chiara and Alberto?

[PyotrN @ParaFortuna]

@Zogyzas these numbers are very wrong. This is only a tiny fraction of the CEO's stake. He still owns another 7.3M shares, about 14% of the company.

[PyotrN @ParaFortuna]

@SchwartzFinance Not dying. Investors just don't want to pay a massive multiple for this biz anymore when the disruption risk is so high and there are better opportunities in semis and other AI beneficiaries. Intuit isn't going away but you have to imagine their pricing power is diminishing.

[PyotrN @ParaFortuna]

@SayNoToTrading @bobspaysubstack lol. more than a sentiment problem. growth in their core business isn't that impressive and their moat is under assault from AI simplifying tax filing. Makes it more difficult to keep hiking prices for Quickbooks and Turbotax. The multiple compression is justified.

[PyotrN @ParaFortuna]

@DrewCohenMoney Great point. it's just impossible to deny AI is a headwind to their TurboTax business. otherwise tough to explain losing 1M free tier users YoY.

[PyotrN @ParaFortuna]

@bioinvestor24 @Andre_AGTC @wshao8 @grok @A_May_MD I see no evidence of that in the most recent 13Fs. How did you arrive at that conclusion?

[PyotrN @ParaFortuna]

@WassimLaroussi3 @TKkamen This is misleading. The CEO did not sell 82% of his stake or anything close to that. He still owns more than 10% of the company.

[PyotrN @ParaFortuna]

@Sanctuary_Bio this aged well :)

[PyotrN @ParaFortuna]

@davey_juice @grok - what is this Mexico drama?