go_beers

[go_beers @beers_go]

Once again applicable 5 years later (albeit, maybe smaller $’s). Don’t miss the boat this time!

[go_beers @beers_go]

If I were $mrna with this much demand at $185B, I would sell $40b worth of stock. ~20% dilution. Concurrently, issue a press release that they are going to use the $ to solve all of biology (like $eqrx). Stock will prob trade up, sets a floor to equity, and huge optionality.

[go_beers @beers_go]

@TTRAmyloid But at least the waited for LT cap gains for you if it does!

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@Archimedes20311 @RayneWothbaum But…but… receptos!

[go_beers @beers_go]

Breaking: Leopold is reported to have his hundreds of millions in performance fees in 30 year treasuries and will retire to the south of France. /s

[Exec Sum @exec_sum]

BREAKING: Situational Awareness, the hedge fund of ex-OpenAI employee Leopold Aschenbrenner, is being forced to unwind all public stock positions after steep losses

The fund exited all of their public investments through one trade with another major hedge fund, with prime brokers like BofA, Goldman and JPMorgan working with the fund as it sought to meet margin requirements

[go_beers @beers_go]

@BlaseBio What’s the pk risk you’re concerned about?

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@CloisterRes Agree - at least issue stock! Does $lly take note? Or just continue doing all the small cash, bolton’s?

[go_beers @beers_go]

@two_natural FYI you are confusing patent exclusivity with regulatory exclusivity. Patents are always 20 years (subject to adjustments), the 5 & 12 years is fda imposed regulatory exclusivity.

[go_beers @beers_go]

@Sanctuary_Bio @adamfeuerstein $57 lol

[go_beers @beers_go]

@oakazaki Capstan?

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@Kennydoesbio I want to like the story (and it was a compelling presentation), but how much credibility can you really give a mgmt team that 9 months ago was ready to rug pull and become a crypto stock…..

[go_beers @beers_go]

my next VIC Pitch: Viasat is deeply undervalued. Peer satellite companies are trading at over 100x revenue vs Viasat at ~2x. If you split the difference and conservatively assign it a 50x revenue multiple, then it should rerate to $500B.

[go_beers @beers_go]

Damodaran: “based on recent FCF & reasonable projections I calculated the intrinsic value of spacex to be between $5-$15B at a 9% wacc”*

Musk: “my cost of capital is 0 and we are taking over the $30T TAM”

*I don’t know if he actually has a view spacex, this is obviously a joke

[go_beers @beers_go]

@parmita Where does the fda mandate that generics/biosimulars use SPPS?

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@Vulpescap @pemulisking To be fair, you do often need to account for dilution/future financings.

[go_beers @beers_go]

@semodough This might be a million dollar drug!!!

[go_beers @beers_go]

For as ridiculous as RC is in this interview, Andrew and Becky seem to have a fundamental lack of understanding on how issuing stock in a deal works. Andrew is saying it can only be capped at GME's $11B market cap? No, the EBAY holders will just become the majority owners of GME.

[Reese Politics @ReesePolitics]

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition.

This is a HEATED back and forth, uncommon for financial news. $GME

Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

[go_beers @beers_go]

Biotech/pharma want regulatory flexibility from the FDA & then do shit like this - it’s gotta go both ways. They were able to enroll the pivotal in 18 months, but it’s taking 5 years to enroll 21 (of 300) for the PAS? Bad look for Amgen/industry.

https://t.co/lnYwkM3r0F

[go_beers @beers_go]

@plainyogurt21 @drug_smolecules @grok it's in the poem "See arr bee pee"

[go_beers @beers_go]

@plainyogurt21 @Sanctuary_Bio @TheBiotechBear and, really, did all funds just change their compliance rules in 2023? Or was there new sec regulation or something? heck, Ackman pumps on here every quarter end.

[go_beers @beers_go]

@jayabacus Agree