Bheafey97

[Bheafey97 @Bheafey97]

@SteelyRivers What other crypto do you like?

[Bheafey97 @Bheafey97]

@zipjet When is the ruling due?

[Bheafey97 @Bheafey97]

@Pharmdca What are your thoughts on $IREN and the dilution it has faced?

[Bheafey97 @Bheafey97]

@aleabitoreddit Is management still the same for $SMCI or is it new management since the last time they had issues ?

[Bheafey97 @Bheafey97]

@Lucy3370 When is the data due?

[Wall St Engine @wallstengine]

Anthropic has reportedly signed a $10B compute deal with Nvidia-backed Volta Infra, securing capacity from a Norway data center operated in partnership with Bitdeer $BTDR.

[Bheafey97 @Bheafey97]

@seedy19tron Any updated thoughts on BCRX?

[Bheafey97 @Bheafey97]

@pepemoonboy Do you still have the AI port going?

[Bheafey97 @Bheafey97]

@A_May_MD What premium do you see this going for in the event of a BO?

[Bheafey97 @Bheafey97]

@seedy19tron @statnews Thanks!

[Bheafey97 @Bheafey97]

@seedy19tron @statnews What’s your LT price target?

[Bheafey97 @Bheafey97]

@A_May_MD TY

[Bheafey97 @Bheafey97]

@aleabitoreddit Do you have any specific thoughts on $ASX

[Bheafey97 @Bheafey97]

@pepemoonboy Still holding $PLAB ?

[AnotherBioInvestor @AnotherBio]

$MLYS Really is a strange name. Looked at their deal (buying back ~7% royalty, maybe a bit more, it´s tiered 5-10%) for 200m upfront + 100m in m/s (lets call it 225m NPV).

One hand, they buy like 14-20% (roughly?) of the economics of the drug (assuming a spending-heavy sales force to compete against AZN) for a ~6.9% dilution + 75m in debt which is pretty damn great if you´re a bull.

OTOH Tanabe sells its royalty for an implied "drug value" of ~1.1-1.6B (225/14-20%) against today´s market cap of 2.2B / EV 1.7B.

All of that against AZN expectations they´ll be doing 5-10B with Baxfendy and MLYS possibly taking 15-30% of market?

If they manage to sell the Co for a decent price, this will have been a very strong deal.

[Bheafey97 @Bheafey97]

@etrade when will the PDT change take effect?

[Bheafey97 @Bheafey97]

@etrade When will the PDT change take effect?

[Bheafey97 @Bheafey97]

@A_May_MD Will you be adding weakness? What are your thoughts on $pali after $abvx data? Do you see them as a valid competitor?

[Bheafey97 @Bheafey97]

@pepemoonboy Do you plan on holding/do you see them turning around next Q?