The Tamiflu Fighters

[The Tamiflu Fighters @TamifluFighters]

$VKTX kind of disingenuous to display the safety data the way they did. Vast majority of the AEs on weight loss drugs are in titration phase. They also need to raise cash. That said, should be up a lot more than this. Long

[The Tamiflu Fighters @TamifluFighters]

look at that end of day volume and price action

[The Tamiflu Fighters @TamifluFighters]

$SRPT a technical long for the next week: 2 factors at play; 1) at close today, incentive of convert holders to layer on shorts over past week ends, and 2) move from mid-cap to small-cap index results in net buying as more money sits in small cap ETFs than mid-cap

[The Tamiflu Fighters @TamifluFighters]

@Biohazard3737 @adar170 Cash is definitely tight but they already have a bunch of Yusimry inventory - pre-launch it is expensed to R&D

[The Tamiflu Fighters @TamifluFighters]

@Biohazard3737 Trying to figure out what could go wrong shorting $AAPL into earnings…

[The Tamiflu Fighters @TamifluFighters]

@adar170 @MattBiotech I’m never surprised anymore on coherus red days lol. More shocked alvotech isn’t down more. Was a $5 stock after last CRL and now issues could bleed to stelara?

[The Tamiflu Fighters @TamifluFighters]

@MattBiotech Very high praise coming from you!

[The Tamiflu Fighters @TamifluFighters]

@biot_notes OMGee no way!?! I am shock. U right it biosim worth $2.5B

[The Tamiflu Fighters @TamifluFighters]

A great pair trade right now: L $CHRS, S $ALVO …. I mean just look at those charts. Same industry. Same consensus revenue ramp. Wildly divergent chart and valuation

[The Tamiflu Fighters @TamifluFighters]

@AnswerReality @gamechangercap I don’t see $LLY as a likely acquirer at all. Less than 1% chance. Why would they distract from the GLP-1 and obesity opportunity with an acquisition to help drive an insulin franchise that is rapidly diminishing in importance

[The Tamiflu Fighters @TamifluFighters]

@wander_wealth Different way to look at this - HC spending is 20% of GDP, so he is paying a only a slightly over indexed share into the system. Another way to look at it, HC costs per capita are $13k/person. Here he is perfectly indexed. Doesn’t seem egregious

[The Tamiflu Fighters @TamifluFighters]

@saltadogato Ha was just about to tweet the same. Someone’s got the Bigfoot photos of inspectors arriving or something?

[The Tamiflu Fighters @TamifluFighters]

@Biohazard3737 $VRTX was -15% while $PFE was +20% over the prior month or two. Reversing

[Bertrand Delsuc @BertrandBio]

wow, $ABBV leaves PhRMA & BIO

[The Tamiflu Fighters @TamifluFighters]

@sunrgu @fatcoin88 150 at 2

[The Tamiflu Fighters @TamifluFighters]

$AUTL a $150m raise at $2 is 75% dilution and raising at a negative pro forma EV. Wild. Maybe a bandaid rip, but what are they thinking?

[The Tamiflu Fighters @TamifluFighters]

@fatcoin88 Per bbg. Just took a look tho and looks like they have some B shares bbg isn’t counting. So more like 50% dilution, but still…

[The Tamiflu Fighters @TamifluFighters]

Why did $EXEL halt? Assumed everyone knew that was a fail after first interim

[The Tamiflu Fighters @TamifluFighters]

@MauriceOnTW Bro look at the stock you think the market is worried about $lqda?

[The Tamiflu Fighters @TamifluFighters]

Feels like part of the problem with $LQDA is that it’s shareholders are mostly an insane retail contingent. Weak hands. Those that get shaken out by a Wedbush downgrade lol