Tony van Reijn

Private & Public Investor | Technology | BioTech | Sports | Innovation | in random order

[Tony van Reijn @Anthony__VR]

@PJ_Crabb @jivetur88775834 @DamianReilly @JStonker Or no PFS yet. And maybe we don't want a meian PFS yet at BIO...

[Tony van Reijn @Anthony__VR]

@DamianReilly @JStonker I don't understand the bearish read on "not enough of those patients have experienced disease progression for us to be able to calculate that median PFS in this cohort." How can that be read bearishly?

[Sam Elliott @samelliottsam]

BREAKING: Anthropic files their S1 and OpenAI files their S1.5 with improved reasoning and a 2x longer lockup period

[Tony van Reijn @Anthony__VR]

... selling the Mag 7 names that ARE the AI trade. The trade eats itself. Both price for perfection, both fade below issue. The $8T in money funds won't save it: that cash does not rotate into trillion-dollar loss-makers on command (2/2)

[Tony van Reijn @Anthony__VR]

The #SPCX and #Anthropic IPOs are a liquidity event wearing a growth story costume. ~$75B from SpaceX, Anthropic close behind, vs the ~$45B the ENTIRE US IPO market raised in all of 2025. That paper isn't bought with new money. It's funded by ... (1/2)

[Tony van Reijn @Anthony__VR]

@JFPuget @mSanterre OP is literally: ‘raise AT $1T’… which is totally an accepted way of saying this

[Tony van Reijn @Anthony__VR]

@NstaM0 @Riccardino999 And conservative, as we would need to value 6k at a multiple of $1.5bn peak sales, it being the standard of care.. So even in your positive conservative view this is a great development

[Tony van Reijn @Anthony__VR]

@royaldaring Agree. In other words, stay patient until EOY / beginning of 2027 for anything material to happen to #AVCT's SP (except for potential deal news on 6k)

[Tony van Reijn @Anthony__VR]

@RAH00084 why is this happening though

[Tony van Reijn @Anthony__VR]

@Cumulus51896691 @tom_the_bomb__ Thanks Cumulus, why would you say we do not compete?

[Tony van Reijn @Anthony__VR]

@TejasTalks_ HOLLAND!

[Tony van Reijn @Anthony__VR]

@hicasamadim Has nobody said 72 yet?

[Tony van Reijn @Anthony__VR]

@sinovuyo001 @FabrizioRomano @chamugah Jeez, there are even 2 Timber's

[Tony van Reijn @Anthony__VR]

@Sodepassag41850 @Legauche The Netherlands midfield? With De Jong, Gravenberch and Reijnders?

[Tony van Reijn @Anthony__VR]

@Legauche The fact that you're excluding The Netherlands from your analysis, with it's midfield and defense, is shocking

[Tony van Reijn @Anthony__VR]

@BenHarper121292 @Blueberrymgmnt At best at the back end of the year I would say. But hey, it's about the bigger picture here!

[Tony van Reijn @Anthony__VR]

@BenHarper121292 @Blueberrymgmnt I fully agree Ben. There was quite some 'rambling' around the topic, and I believe expectations were being managed.

Also, I don't like the deal window analogy. That implies a window can close. In other words, no deal possible after July 26 according to this picture?

Unlikely

[Tony van Reijn @Anthony__VR]

@tom_the_bomb__ Asking a question(s) to avoid confirmation bias

Was the enrollment question not always in the plan? Can we know?

Could it be that current 2 sites are just not recruiting enough patients so the's need to expand? Meaning P1 not progressing quick enough?

[Chris Williamson @ChrisWillx]

AI: Sometimes maybe good, sometimes maybe shit.