andrewsentance

[andrewsentance @andrewsentance]

@DougJBalloon Yes, is he right or far right? It's hard to know.

[andrewsentance @andrewsentance]

Wonder if Putin has really thought through being best friends with Donald 'Everything I touch turns to shit' Trump. Maybe Trump will actually do the world a favour by blowing up Putin's regime.

[andrewsentance @andrewsentance]

@111BEN_111 OTOH IIRC CC says they were talking to an interested third party who asked whether a dual payload was possible. Wilson then adapted an ADC linker. Might imply they were doing it to order. All good, clean supposition while twiddling thumbs.

[andrewsentance @andrewsentance]

@DefenceGeek The people appearing behind it don't appear to be getting roasted either.

[andrewsentance @andrewsentance]

@edzitron Also interesting to see that FCF is now negative after taking out equity investments and buybacks. Better hope the share price and the value of those investments goes up.

[andrewsentance @andrewsentance]

Feels like AI is Callimachus to humanity's Homer.

[andrewsentance @andrewsentance]

@GaryMarcus @DKThomp I think there would be a lot more talk about IPOs if they were making those numbers.

[andrewsentance @andrewsentance]

#avct it's the use of 'expected' on the data release for AVA6000 that gets me. If it's only Avacta deciding to release or not, then there's no expected, it gets released. So dependent on a partner? Who hasn't got board approval already? Very strange not to have. Quarter end?

[andrewsentance @andrewsentance]

@OurShallowState So the G in MAGA stands for Gay.

[andrewsentance @andrewsentance]

The Ellison Institute of Technology HQ 2028/the Ellison Institute for kids who don't understand leverage good but want to understand leverage better and stuff

[andrewsentance @andrewsentance]

#avct there's also a message here to potential buyers/licencees, maybe FDA, that they've got the relationships to get the platform drugs into clinic faster than normal which should make these drugs more viable/valuable.

[andrewsentance @andrewsentance]

@GaryMarcus Mah. It's probably to hobble them so Cursor has a chance.

[andrewsentance @andrewsentance]

@jamiedupree They never said what it was supposed to be reflecting. Seems a pretty appropriate rancid green for Trump.

[andrewsentance @andrewsentance]

Huang: Tech sell-off is chance to 'buy at a discount'. Good to see we are at this stage of the cycle.
Also please make sure my clients have enough to keep their businesses running.

[andrewsentance @andrewsentance]

@DefenceU Rock on

[andrewsentance @andrewsentance]

@TSimonts End of life. Amazed no-one wanted to carry that on. Lost 15% of revenues to A (Quanta) and another 10%ish to customer C=-€3mln. SI brings in €2mln so other revenues flat. Orders now growing, so worst might be over. Could be a good time to buy, especially at € 7.38.

[andrewsentance @andrewsentance]

@Anthony__VR Yes, the recent RX for Biotech talk at 29.30 to 31.30 refers to taking the self immolative linker idea from ADCs. And that if it does what they expect it to do, then watch out. So not totally derisked but feels like we're not in completely virgin territory.

[andrewsentance @andrewsentance]

@JStonker And AVA6207 has orders of magnitude more drug in tumour than plasma, so looks like another one which works. This is getting strangely predictable.