Value_econ

~ overweight megatech (sans TSLA) since 2018.
~ growth/value-investing, LT holding.
~ phd econ; econ/biostats.
~ vc biotech stuff. @MSKCancerCenter

[NBER @nberpubs]

Evidence on how NYC’s congestion pricing program affects emergency medical service response performance, from Yulia Chikish, Gregory J. Colman, Dhaval M. Dave, @humphreys_brad, Zachary Santamaria, and Zachary Winship https://t.co/HNp7UoBI4Y

[Value_econ @Value_econ]

@DeItaone ... another low ass margin business musk can't compete in w/o govt assistance given the incoming competition.

[Value_econ @Value_econ]

@meangenebio @investseekers ... since docs read data.

[Value_econ @Value_econ]

@meangenebio @investseekers ... efficacy

[Scott Lincicome @scottlincicome]

New @nberpubs: "Congestion Pricing and EMS Response Time: Evidence From New York City" https://t.co/FFqgmhzdo5

[LARVOL @Larvol]

Which oncology launches from the past few years are projected to have the greatest commercial impact?

We've compiled the Top 20 novel oncology drugs released between 2022 and 2025, ranked by estimated peak annual sales. The ranking is based on the forecasted peak.

Explore more about oncology conferences, top trials, and reactions from oncologists 👉 https://t.co/ct6tMIQHii

#LARVOL #Oncology #CancerCare #CancerAwarenes #BreastCancer #BCSM #LungCancer #LCSM #GICancer #GICSM #GUCancer #GUCSM #Melanoma #Lymphoma #Leukemia #MultipleMyeloma #HEMSM #MMSM #LEUSM #LYMSM #HeadAndNeckCancer #KindneyCancer #ColorectalCancer #BloodCancer | @StephenVLiu | @neerajaiims | @RahulBanerjeeMD | @graham74GC | @DrSGraff | @DrBetofMDPhD

[BowTiedBiotech 🧪🔬🧬 @BowTiedBiotech]

Biotech Strategy: Clinical Wins and Operational Realities

[00:34] Concept cars in biotech
[03:44] Clinical trial data
[04:02] Roche head-to-head cage match
[07:21] Alzheimer’s futility setback
[09:37] Cell and gene therapy
[10:02] CasGavi pediatric expansion
[13:18] TREGZ and GVHD
[15:23] Tolerance and safety tightrope
[20:30] M&A rebound sorting mechanism
[23:17] FDA manufacturing CRLs

🔗 links to podcast:

Substa*ck
https://t.co/JAp8jjtHfA

Spot!fy:
https://t.co/occgYQKyiU

[Marco Foster @MarcoFoster_]

Hasan Piker: “I cannot think of a bigger taker than Elon Musk. That’s what parasitic capital does. All they do is take, take, take. They take your productive output, they take your ingenuity and they slap their name on it. What did you make? You didn’t make anything! Someone else did! He is an unbelievable parasitic leech and also a racist of the highest order. It’s mind-boggling that more people don’t recognize it for what it is”

[Value_econ @Value_econ]

@iiwasinthee212

[Value_econ @Value_econ]

@npallitto @mtracey

[Value_econ @Value_econ]

@EladioDon29277 @ericadamsfornyc

[Value_econ @Value_econ]

@ericadamsfornyc

[Jonathan Karl @jonkarl]

Crazy skyline in New York City tonight.

h/t @Emily_Karl

[Value_econ @Value_econ]

@KareenMallet @WalksWallstreet ... it's giving 💅💁‍♀️

[Value_econ @Value_econ]

@WalksWallstreet ... like tom cruise in Vanilla Sky

[Mehdi Hasan @mehdirhasan]

A ‘taker,’ you say?

[touchy @thgreatdivde]

eu terminei esse filme e fiquei papo de 10 minutos olhando pro nada pensando que é o plot mais chocante da história do cinema

[Martin Shkreli @MartinShkreli]

this is worse than Vioxx IMO. mistakes happen in medicine: fen-phen, rezulin, tysabri PML, baychol, etc.

but this is a case of an intentionally adultered dataset to make billions of dollars. it has to be shown the harshest possible treatment.

[Edge of the Risk Curve 📊🏦 @Quick2smile]

$AMGN

$IFRX

Trying to understand how Tom at Chemocentryx
could do this, & then knowingly sell the Co. to Amgen knowing the trial results were manipulated.

Maybe he thought the drug wasn’t toxic enough to severely hurt people & data manipulation wouldn’t be found ?

🤦‍♂️

[Value_econ @Value_econ]

@KenPaxtonTX .... this guy fkn sucks dog balls ... why tf are texans voting for this rat ass pos?