GOAnthony

L/S Equities + B.S. Mechanical Engineering

[Dave A Ricks @DaveARicks]

One month (or so) on @X , a platform unlike any other. Energy, speed, smarts and stupidity.
-The best thing in BioX - Rapid and divergent takes on new clinical data, on balance usually right..wisdom of crowds
-The worst thing on BioX - Shameless replies and reposts pumping your own book, praying for M&A about your favorite name, plane stalking…do people actually think this is how a real drug company or serious investor makes decisions? Maybe it just makes you feel like you have some agency, then ok.

[a16z @a16z]

America has 16,876 machine shops.

83% employ fewer than 20 people. Just nine employ more than 500.

New defense companies are moving from prototypes to mass production, and every missile, drone, ship, and rocket they ultimately produce needs to run through one of these small shops.

That friction is a national security liability.

Connor Love and Collen Larson on the next generation of American manufacturing that gets built by smoothing it: https://t.co/iqaYhGrK32

[Carl Quintanilla @carlquintanilla]

WSJ, with a tough graphic.

@WSJ

[Godel Terminal @GodelTerminal]

Supply chain data (SPLC) is now live on Godel Terminal

→ Map any company's suppliers, customers, competitors and partners
→ Start with one name and see everything around it
→ Thousands of companies mapped, global coverage

Institutional-grade relationship data, now available to everyone.

[GOAnthony @_TonyRG_]

@bayesian_lad Appreciate the write up!

[GOAnthony @_TonyRG_]

@JamesMclaire Agreed. Too reminiscent of his old days every call

[dough @semodough]

$ABVX •At Week 44, both the 25 mg and 50 mg once-daily obefazimod doses met the primary endpoint, demonstrating placebo-adjusted clinical remission rates of ∆39.3% and ∆40.3%, respectively (25 mg: 50.8%, 50 mg: 51.3% vs placebo 10.4%; p<0.0001)

•Both 25 mg and 50 mg obefazimod met all key secondary endpoints, demonstrating robust and clinically meaningful efficacy results across multiple measures of disease control

•Obefazimod demonstrated a favorable safety profile over the 44-week maintenance trial (N=580), with no new safety signals

•Recently reported Phase 2a/2b open-label extension data (Study 108) demonstrated durable clinical remission and a favorable safety profile with up to seven years of exposure

•The Company plans to submit a New Drug Application (“NDA”) to the U.S. Food and Drug Administration (“FDA”) for obefazimod in ulcerative colitis in late Q4 2026

•Topline results of Phase 2b induction trial for Crohn’s disease expected mid-year 2027

•Abivax to host a conference call and webcast today at 4:30 p.m. EDT (10:30 p.m. CEST) to discuss the results

[Bio Stocks™ @BioStocks]

$LQDA Q1 EPS $0.52 vs $0.41 Est
YUTREPIA Q1 product sales of $130M

-More than 4,500 unique patient prescriptions and ~3,750 patients treated between launch in June'25 and April 30'26

-Recorded third consecutive quarter of profitability, with net income of $53M
$UTHR

[Garrett Arms @ArmsGarrett]

Howard Hughes $HHH is a long @ $63.50—existing business priced near depths of COVID lows, yet risk/reward profile of company has never been more attractive. 1/n

[Bijan Tehrani 🇮🇷 @BijanTehrani]

No game can teach you more life lessons than RuneScape

[Nick Szabo @NickSzabo4]

@WhalePanda Bitcoin is in a bear cycle masked by the debasement trade.

[Martin Shkreli @MartinShkreli]

first ever financial terminal with daily prices for privates.

SPAC = SpaceX
STRI = Stripe
ADUI = Anduril
OPRA = OpenAI
ANTR = Anthropic
and hundreds more!

[GOAnthony @_TonyRG_]

@MartinShkreli Goat

[John Wall @JohnWall]

Retired but never done. Doing it the #WallWay

[AnnaF @AnnaFlorcia]

$LQDA
"Since 02/2020 when we filed our NDA, United has asserted five patents against us in federal court. They have sued the FDA twice to prevent the approval of Yutrepia. They have filed a citizen’s petition to the FDA against Yutrepia to prevent the approval. They’ve asked for two preliminary injunctions on the patent cases, and they’ve asked for two preliminary injunctions, against the FDA.

So if you’re not counting at home, that is 12 unique instances of them trying to prevent Yutrepia from getting to market. So to answer your question specifically, are we not surprised that they brought this suit two weeks before our PDUFA date? We are absolutely not. The only thing and last thing I’ll say about this is our legal team has done an amazing job to even put us in a position to get to have a PDUFA date, to have an unencumbered launch of yutrepia here in eleven days. And what I’ll say is we will continue to defend the rights of patients who are seeking alternative treatments for PAH and PH-ILD.

This is a right that United Therapeutics, which is a public benefit corporation, has continued and will probably continue to try to deny us."

$UTHR @UTHRmed should be ashamed of themselves. They don't care about the dying PAH and PH-ILD patients. Yutrepia has proven it's superiority in reducing cough (less dropouts), higher dosability leading to greater 6MWD at 8 weeks. PBC should be stripped from their name.

[GOAnthony @_TonyRG_]

Bill ackman indicator go burrrr

[GOAnthony @_TonyRG_]

Pi day 😎

[GOAnthony @_TonyRG_]

Keep learning keep learning keep learning keep learning keep learning keep learning keep learning!!

[Kash Patel @Kash_Patel]

The FBI is entering a new era—one that will be defined by integrity, accountability, and the unwavering pursuit of justice. There will be no cover-ups, no missing documents, and no stone left unturned — and anyone from the prior or current Bureau who undermines this will be swiftly pursued. If there are gaps, we will find them. If records have been hidden, we will uncover them. And we will bring everything we find to the DOJ to be fully assessed and transparently disseminated to the American people as it should be. The oath we take is to the Constitution, and under my leadership, that promise will be upheld without compromise.

[Donkey building warchest @from1to4000000]

$LQDA