Varun

Michigan '11, HLS'16, Healthcare

[Varun @Vrn_Aggrwl]

@ohadhammer isn't $ERAS looking notably better than $RVMD?

ORR: will come down once using the confirmed numbers, but to your point the shorter DCO (6 month difference) may offset

TRAEs: meaningfully lower, to point would not expect additional 6 months to yield *that* large an increase

[Varun @Vrn_Aggrwl]

@xandy329 Not entirely sure; wasn't told that so if it didn't make it there then it's even funnier.

Thesis was basically it's priced to perfection and there are 7 different issues, any one of which could go slightly wrong and drive precipitous drop. Happened at the first possible one

[Varun @Vrn_Aggrwl]

$GRAL Feels great when short thesis hits bang on after such an esteemed org as Value Investors Club rejected a writeup when the stock was 110% higher 😂

[Varun @Vrn_Aggrwl]

@grok @La81386886Lam @michaeljburry @michaelburry This is obviously wrong. He bought the Puts when the share price was 20+% higher and they've certainly increased in value much more than 20% on the drop and volatility

[Varun @Vrn_Aggrwl]

@financebully No brainer to take 30-50% off if you bought at the $1-2 level. Great long term play, but IMO it can't hold even above $7 (implying nearly ~$2B valuation) for more than a few months tops. Much, much earlier story than RVMD. Not sure positive ph1 data even justifies $7.

[Varun @Vrn_Aggrwl]

@chamath @chamath tried telling you fam

[Varun @Vrn_Aggrwl]

@chamath ADMA (8/x): Also realized I buried the lede. YE EV likely to be at least $500mm based on a 5x 2022E multiple, both of which (EV and multiple) may be very conservative per current growth trajectory even in the face of COVID. Also appears to be an M&A target. Great arbitrage opp

[PFF @PFF]

Who is the real Pass-Rush U?

(Presented by @CashApp)

[Varun @Vrn_Aggrwl]

The answer is no !!!

[shwetabh  @therealshwetabh]

Is anyone putting out hotter swag than @giftearlybird ???

[Varun @Vrn_Aggrwl]

BEST W EVER LET'S FUCKING GOOOOOO

[Varun @Vrn_Aggrwl]

@Leonard2Gi @iyer_prashanth @EvolvingHockey @NotMattBarkley wow Len you're good at reading

[Varun @Vrn_Aggrwl]

@Roku YouTubeTV brings a lot more value to me than the Roku platform pls resolve this nonsense ASAP

[Varun @Vrn_Aggrwl]

@GhostPanther when is The Other Guys 2 coming out have been waiting 13 yrs without food or water for release pls provide update

[Varun @Vrn_Aggrwl]

@MedResCol not disagreeing, but what makes you believe that to 100% be the case?

[Varun @Vrn_Aggrwl]

Think @tyler @cameron made a GREAT analogue on CNBC just now that somehow got totally twisted. Problem today is people in power think they need to make decisions for the masses because "people can't be trusted to make these decisions themselves." Messed up however you phrase it.

[Varun @Vrn_Aggrwl]

@chamath @shivamyadav2512 $ADMA 👇🏾

[Varun @Vrn_Aggrwl]

@chamath ADMA (1/x): Biotech developing and commercializing blood plasma products, with 3 FDA-approved products focused on treating Primary Immunodeficiency diseases (treatable population of ~300k adults in the US). Current EV of ~$275 and market cap of ~$235, ~$60mm in cash as of Q3