Tommy

[Michel Doepke @doepke_michel]

10 Must-follow #biotwitter accounts:
@Biohazard3737 @TheBio_Hunter @A_May_MD @Andre_AGTC @Quantumup1 @semodough @seedy19tron @monaco_biotech @JoseRestonVA @Maximus_Holla
Thank you so much for the content and ideas you share here day after day and week after week. 🙏🙏🙏

[Tommy @Tommy79999]

@Franca_ole IBKR (Ireland) works fine, but you can“t Transfer existing positions to IBKR.

[Tommy @Tommy79999]

@BiotechAnalysst @Soeren_Berlin @amaatbbn @RNAiAnalyst @Franca_ole @ZinselmeyerB Danke. Mir geht es erstmal um die Handlungsfähigkeit „aktuell“. Kennst Du einen Broker in D/Europa, bei dem sie noch gehandelt werden können (nicht IBKR)?

[Tommy @Tommy79999]

@Soeren_Berlin @amaatbbn @BiotechAnalysst @RNAiAnalyst @Franca_ole @ZinselmeyerB Liebe $SGMOQ -Aktionäre aus dem deutschen/euro Raum: unabhängig vom Ausgang, wo haltet Ihr Eure Aktien und wie sichert Ihr Eure Handlungsfähigkeit? Ich habe noch welche bei Brokern in D, wie geht Ihr damit um? Im Zweifel gern auch per DM

[Dov Gertz @DovGertz]

Eli Lilly's weight loss drugs are generating roughly the same revenue as ChatGPT and Claude combined.

All three products launched within a 10-month window of each other (May 2022 to March 2023).

Today's annualized run rates: 
Lilly's Mounjaro + Zepbound: $51B 
ChatGPT + Claude: $55B

But revenue alone misses the real story. Look at the margins.

ChatGPT and Claude are running at roughly 40% to 50% gross margins, with energy and hardware costs showing no signs of coming down. Lilly, by contrast, is operating at approximately 80% margins.
Translating that to expected annual gross profit:  Lilly's Mounjaro + Zepbound: $40B  ChatGPT + Claude: $22B
Despite all the hype around Generative AI (and trust me, I'm hyped), it's striking that a single drug class from a single company is generating nearly double the profit of the two most prominent AI labs combined.

[Brivael Le Pogam @brivael]

Hello Julia, sans aucune ironie, c'est top que tu prennes le temps de te renseigner. Mais le problème quand on lit Marx aujourd'hui, c'est qu'on prend pour acquis sa prémisse de départ, alors qu'elle a été démontée scientifiquement il y a plus de 150 ans.

Toute la pensée de Marx repose sur la théorie de la valeur-travail. L'idée que la valeur d'un bien vient de la quantité de travail nécessaire pour le produire. Si tu acceptes cette prémisse, alors oui, tout son raisonnement tient. Le capitaliste "vole" la plus-value du travailleur, l'exploitation est mathématique, la révolution est inévitable.

Sauf qu'en 1871, trois économistes (Menger en Autriche, Jevons en Angleterre, Walras en Suisse) découvrent indépendamment la même chose : la valeur n'est pas objective, elle est subjective et marginale.

Un verre d'eau dans le désert vaut une fortune. Le même verre à côté d'une rivière ne vaut rien. Le travail incorporé est identique. Donc le travail ne détermine pas la valeur. C'est le consommateur qui valorise un bien selon son utilité marginale dans un contexte donné.

Exemple concret : tu peux passer 1000 heures à tricoter un pull moche que personne ne veut. Selon Marx, ce pull a énormément de valeur (beaucoup de travail incorporé). Selon la réalité, il ne vaut rien. Parce que personne n'en veut.

À l'inverse, Bernard Arnault crée des milliards de valeur non pas parce qu'il "exploite" mais parce qu'il a su anticiper et organiser des désirs humains à grande échelle. La valeur est créée par la coordination, pas extraite par le vol.

Cette découverte (la révolution marginaliste) a invalidé tout l'édifice marxiste. Pas pour des raisons idéologiques, pour des raisons scientifiques. C'est pour ça que plus aucun département d'économie sérieux au monde n'enseigne Marx comme un cadre d'analyse valide. On l'enseigne en histoire de la pensée.

Maintenant, le truc important. Si ton intention en lisant Marx c'est d'aider les pauvres (c'est une intention noble), alors tu vas être surprise par ce qui suit.

Regarde les chiffres de la Banque mondiale. En 1820, 90% de l'humanité vivait dans l'extrême pauvreté. Aujourd'hui, moins de 9%. Cette chute historique ne s'est PAS produite dans les pays qui ont appliqué Marx. Elle s'est produite dans les pays qui ont libéralisé leur économie.

Chine post-1978, Vietnam post-1986, Inde post-1991, Pologne post-1989. À chaque fois qu'un pays libéralise, des centaines de millions de gens sortent de la pauvreté en une génération. À chaque fois qu'un pays applique Marx (URSS, Cambodge, Corée du Nord, Venezuela), c'est la famine et les goulags.

Ce n'est pas une opinion, c'est l'expérience la plus massive jamais menée en sciences sociales. Plusieurs milliards de cobayes humains, sur un siècle.

Donc paradoxalement, si tu aimes vraiment les pauvres, la position la plus cohérente n'est pas d'être marxiste. C'est d'être pour la liberté économique. Parce que c'est empiriquement la seule chose qui a jamais sorti massivement les gens de la misère.

Pour creuser, je te recommande trois lectures qui vont changer ta vision :

"La Loi" de Frédéric Bastiat (court, lumineux, gratuit en ligne)
"La Route de la Servitude" de Hayek
"Économie en une leçon" de Henry Hazlitt
Bonne lecture, et vraiment chapeau de chercher à comprendre plutôt que de rester dans tes certitudes. C'est rare.

[Whistlesauger @whistlesauger]

#SGMO My wife asked me why I'm still in $SGMO at $0.19. After 15 minutes of explaining, she surprisingly agreed — and we bought more: Sangamo is for me the Apple of the '90s — in medicine. A company with world-class technology, an unmatched and — crucially — to date undisputed patent portfolio.

I know probably 90% of people will disagree with me. But I genuinely believe Dr. Sandy Macrae is a visionary who is 100% committed to his company and its mission. To stick with the Apple comparison: He's not Jobs — he's Wozniak. Forgive me the comparison. "Drumming up hype" isn't his strength. Medicine is.

If there's criticism: The pivot to Fabry as the lead program probably came too late. Years were spent on partnerships that didn't work out. The focus and the hard cuts should have happened earlier. But they happened — and what's left is the strongest core of the portfolio.

Watch this video. Dr. Sandy Macrae, 25+ years in medicine, presenting ST-920 to Fabry patients and families. His voice breaks. "I have been doing drug development for 27 years. This is the most beautiful medicine I have ever seen."
This is not marketing. This is a physician who knows what his team built — and fought to keep it alive. https://t.co/ZdPogiUthz (from 14:05)

What Sangamo actually owns — to date, all key patents undisputed: Zinc Finger Platform — 25+ years, hundreds of patents. The foundation of epigenetic gene regulation. No DNA cuts, no CRISPR risks.

ST-920 (Fabry) — BLA 60%+ submitted to FDA. eGFR improves instead of declining. All 18 ERT patients off biweekly infusions. 4.5 years durable. QC-verified results published on https://t.co/3pT41YRx3X.

ST-503 (Chronic Pain/Nav1.7) — IND-enabling studies complete. 60% target knockdown in primates. Phase 1 ready. Addressing an $80B+ pain market.

ST-506 (Prion Disease) — Brain-wide suppression in primates via single IV dose. First potential treatment for a 100% fatal disease with zero approved therapies.

STAC-BBB Capsid — Licensed to Eli Lilly ($1.4B in milestones), Genentech, and Astellas. Three of the world's biggest pharma companies paying for access to Sangamo's brain-penetrant delivery technology.

MINT Platform — Reprogrammed integrase achieving 28–35% targeted gene integration in human T cells. No double-strand breaks. A safer alternative to CRISPR for CAR-T cell engineering. Patent granted.

nAbCyte Companion Diagnostic — Validated anti-AAV6 antibody assay. Patent granted. Effectively a toll booth for every AAV6-based gene therapy in existence.

Programs were cut along the way. Not because the science failed — because the money ran out. Hemophilia A, Sickle Cell, Beta-Thalassemia, CAR-Treg — all sacrificed to keep the core alive. 478 employees cut to 183. Hard decisions. Sandy cut everything except what matters most.

And now they're here. BLA nearly complete. Four abstracts accepted at ASGCT 2026. Three Big Pharma licensees. A patent fortress. $78M market cap.

The only thing missing is 3–6 months of runway. In my eyes, that's all. That's the gap between $0.19 and a platform that could define the next 20 years of genetic medicine. SEC compliance and likely ongoing negotiations prevent Sandy from saying what he'd want to say. But the science speaks for itself.

Speaking of undisputed patents: How many people are fighting over CRISPR money right now? How many patent disputes are still ongoing there?

I see no reason, and no possibility, for this company to disappear from the face of the earth. The patents alone are priceless in the near future. Not financial advice, just common sense (or maybe not).

But in all seriousness: If this medicine were to be withheld from Fabry patients because of a bankruptcy, or because Big Pharma wanted to pick up the pieces for pennies — knowing these patients have no real alternative — that would be a crime against humanity in my eyes.

[Peter Ebelsberger @pebelsberger]

#Energie - Subventionen

Immer wieder dreht sich der Streit darum, wer welche Subventionen bekommt. Befürworter der Kernkraft monieren, dass EE so viele bekommt und die Befürworter von EE sagen, wie viel doch nicht Kernkraft bekommt. Seit ein paar Monaten beschäftige ich
(1/19)

[ViDAR @VidarCoc]

#Deutschland #Einkommenssteuer #Petition #Unterschrift #Finanzen #Steuer #Börse

Bei Interesse wäre eine Teilnahme/Unterschrift durchaus hilfreich! 😉

Mitzeichnungsfrist
17.03.2026!

Petition zur Anhebung des Sparer-Pauschbetrags vom 03.01.2026

▫️https://t.co/XuFYHzHju8

[BioPharm_the_Magnificent @crypto_biotech]

$GLSI

Big weeks ahead : AACR 2026 abstract titles drop March 17. Then full abstracts April 17 💥posters live Apr 17-22.

One poster co-authored by the FULL FLAMINGO-01 Steering Committee — a literal Who's Who of world-class oncology KOLs.

MD Anderson, Harvard-linked, UCSF, Northwestern, top EU groups.

One of the BEST & Foremost Steering Committees ever assembled in Oncology.

This is an elite validation on GLSI-100. 📈Ramp starts now.

This is the best DD I’ve read from anyone in a long time below. I’ve shared it before and it’s worth a few minutes of your time if you are looking for a 5x plus in next few weeks.

I believe he has the most shares of anyone in retail:

https://t.co/lUyiVuFmpu

Who's loading before titles? 🚀

[Thiess Buettner 🇩🇪🇪🇺 @Thiess_Buettner]

𝗔𝘂𝗳𝗿𝘂𝗳 von @NurMalKurz_: 𝗞𝗮𝘁𝗵e𝗿𝗶𝗻𝗮 𝗥𝗲𝗶𝗰𝗵𝗲 𝗯𝗿𝗮𝘂𝗰𝗵𝘁 𝗨𝗻𝘁𝗲𝗿𝘀𝘁ü𝘁𝘇𝘂𝗻𝗴!

Die Wirtschaftsministerin (@BMWE_) arbeitet an einem Gesetzentwurf, der geeignet ist, den Ausbau der Erneuerbaren Energien zu verlangsamen. Das ist auf massive Kritik gestoßen. Campact hat Frau Reiche und ihre Pläne zum Gegenstand einer umfangreichen Social Media Kampagne gemacht, in der die Maßnahmen als „Angriff auf die Energiewende“ bekämpft werden.
Dabei ist eine Neuausrichtung der Klima- und Energiepolitik überfällig und es ist Frau Reiche hoch anzurechnen, dass sie den Mut hat, endlich Korrekturen anzubringen. Aber sie steht damit allein. Aus der Politik kommt kaum Unterstützung und in den sozialen Medien dominieren die Vertreter einer radikalen Energiewende. Dabei ist Unterstützung für Frau Reiche wichtig.

Ein paar Fakten zur Energiewende:

·      Erneuerbare Energien in Deutschland sparen keine CO2-Emissionen ein. Emissionsrechte, die in Deutschland nicht gebraucht werden, werden im Rest Europas ausgeübt.

·      Allein die Netzausbaukosten werden sich bei Umsetzung der EE-Ausbau-Ziele nach Berechnungen des EWI bis 2045 auf 730 Mrd. Euro belaufen (1,5 mal der Bundeshaushalt).

·      Die Gesamtkosten der Energiewende schätzt der wissenschaftliche Dienst des Bundestages auf 10 bis 13 Billionen Euro (das gesamte BIP von fast drei Jahren).

·      Alles das muss aus der Wertschöpfung der deutschen Wirtschaft bezahlt werden. Die Mittel stehen dann weder als Einkommen noch für Sozialausgaben zur Verfügung.

·      Schon jetzt haben die durch die Energiewende verursachten hohen Energiepreise dazu geführt, dass wir 20 Prozent Produktion bei der energieintensiven Industrie verloren haben (gegenüber vor Corona) und 15 Prozent bei der Industrie insgesamt.

·      Der Anteil fossiler Energieträger am Primärenergieeinsatz beträgt noch immer 75 Prozent. Bis 2045 soll er auf Null sinken. Das wird uns und unsere Wirtschaft komplett überfordern.

Viele Elemente der Energiewende sparen kein CO2 ein, aber sie sind geeignet, die deutsche Wirtschaft und damit den Sozialstaat zu zerstören. Viele Menschen in Deutschland machen sich deshalb große Sorgen. Sie gilt es zu mobilisieren und aufzurufen, Frau Reiche zu unterstützen. Ein Politikwechsel wird nur möglich sein, wenn vernünftige Vorschläge massiv unterstützt werden. 𝗗𝗮𝘇𝘂 𝘄𝗶𝗹𝗹 𝗱𝗶𝗲𝘀𝗲𝗿 𝗣𝗼𝘀𝘁 𝗮𝘂𝗳𝗿𝘂𝗳𝗲𝗻. 𝗟𝗶𝗸𝘁 𝗶𝗵𝗻, 𝗮𝗹𝘀 𝗔𝘂𝘀𝗱𝗿𝘂𝗰𝗸 𝗱𝗲𝗿 𝗨𝗻𝘁𝗲𝗿𝘀𝘁ü𝘁𝘇𝘂𝗻𝗴 𝗳ü𝗿 𝗙𝗿𝗮𝘂 𝗥𝗲𝗶𝗰𝗵𝗲, 𝗿𝗲𝗽𝗼𝘀𝘁𝗲𝘁 𝗶𝗵𝗻 𝘂𝗻𝗱 𝗴𝗲𝗯𝘁 𝗶𝗵𝗻 𝘄𝗲𝗶𝘁𝗲𝗿.

𝘋𝘪𝘦𝘴𝘦 𝘐𝘯𝘪𝘵𝘪𝘢𝘵𝘪𝘷𝘦 𝘸𝘪𝘳𝘥 𝘷𝘰𝘯 𝘧𝘰𝘭𝘨𝘦𝘯𝘥𝘦𝘯 𝘗𝘦𝘳𝘴𝘰𝘯𝘦𝘯 𝘶𝘯𝘵𝘦𝘳𝘴𝘵ü𝘵𝘻𝘵:
Bert Beyers
Christof von Branconi
Dr. Anna Veronika Wendland @VeroWendland
Dr. Nils Hesse
Dr.-Ing. Hans-Peter Sollinger
Natalie Mekelburger
Nikolaus von Taysen
Prof. Bodo Sturm
Prof. Friedrich Breyer
Prof. Manuel Frondel
Prof. Marcel Thum
Prof. Norbert Berthold
Prof. Stefan Kooths @StefanKooths
Prof. Thiess Büttner @Thiess_Buettner
Prof. Wolfram Richter
Reinhold von Eben-Worlée @ReinholdEben
Thomas Frewer

[Tommy @Tommy79999]

@Tommy17_09_ $GLNCY hat viel mehr Kupfer, Nickel, Silber, PGM im Portfolio. $RIO hat weniger Kupfer (auch in der Pipeline) und einen hohen Erzanteil. Daher ist m. E. Glencore viel spannender als Rio, BHP oder Vale. Ich fände es aber schade, wenn Glencore verschwinden würde…

[OutperformGER @StephanKlingel1]

$RARE and $MREO $MREO Taken out by Baird Note: Ultragenyx seems to be very confident about the success of P3. Because they are already building inventory for Setrusumab 👇

[BioPharm_the_Magnificent @crypto_biotech]

$GLSI

Decent Month. More to come.

[BioPharm_the_Magnificent @crypto_biotech]

$GLSI

Have a great weekend!

7x average daily volume traded hands and shorts did NOT cover based on No shares available and high rate to borrow.

Good luck to us.

[BioPharm_the_Magnificent @crypto_biotech]

$GLSI

New 52 Week High. Volume already 60% of average daily volume.

EVERY SINGLE SHORT is underwater with no shares available and APR now over 500%

[Yair Einhorn @yaireinhorn]

Another testimony of $LLY increasing dominance in the BioTech and Pharma sector - especially amid a possible $ABVX mega M&A deal - can be seen in this excellent @evaluatepharma 📊👇. While the patent cliff scenario is expected to affect most of the Big Pharma companies - $PFE $JNJ $NVS $BMY $ABBV $MRK $SNY and others, the way it will impact each company varies greatly from one company to another. Unlike other Big Pharma companies Eli Lilly is expected to generate almost $50B in sales above the average growth rate (!) while all of the other Pharma companies - except $NVO, are expected to have negative growth rates by 2030. Absolutely remarkable! $XBI

[dough @semodough]

$MREO -interesting observation by Cantor - What Stood Out to Us the Most? High Percent of Patients Are in OLE Studies for Orbit and Cosmic.
Mgt noted they are very pleased with both the trial retentions and the number of patients that have transitioned into the OLE studies.
It is potentially a bullish signal that those patients who were on setrusumab are staying on drug,suggesting it could be working $RARE

[Investor Gadget 🕵️‍♂️🧬📈 @1nvestorGadget]

$MREO $RARE Retail always gets worried when a big readout is near. The SA author is a little wobbly. Also by her own admission doesn't have enough info about the P2 trial to draw conclusions from that dataset. All she has is what has been published. Like all of us, she doesn’t have a full data dump from RARE.

One okay point she made is the two trials have a control group. One is placebo, and the one with the younger population is up against something that obviously might have little bit of efficacy. The trial will be a little bit harder to get statistical significant out of it. On the bright side, the <0.05 is a little higher than the Orbit study, which is helpful.

Some portion of the results, a large portion, need to have statistically significant data that allows the Null Hypothesis to be rejected. She also doesn’t take into consideration that most orphan disease drug drugs in phase 3 are approved.

The mechanism inhibits sclerostin that helps you grow your bones. The reason you get OI is because you are missing collagen I. This is means you have a genetic disease.

As required, she disclosed that she has a short position on RARE. However, when you look at her position, she likely owns shares of RARE. It could be that she is bad at trading options. Unless she made a mistake disclosing her exact position, she shouldn’t be able to talk on the stock if she isn’t being transparent. I know she didn’t sell a naked call. If the stock moves to $55 (note: $50 call is popular in Jan), she would lose $35 per share, if she doesn’t have the position covered with RARE stock. Why not keep it simple and buy the $20 put? Quite odd. I don’t think it drops below $20 if news isn’t good because they have too much going on.