BSBP

[BSBP @BillyBobBleach]

@RenoHemonc @CBSNews Complaining about toxicity yet you’re pushing chemo still huh.

[BSBP @BillyBobBleach]

@cryptodoctor87 you forgot about the $200 debt due in 2027

[BSBP @BillyBobBleach]

@DmitryKovalchuk It was not bad. It performed exactly as expected (minus something wonky in LATM). Prosera also gave more confidence for ILD and connective tissue disease.

[BSBP @BillyBobBleach]

@george_deng7 @ZShen3427 They still have Respira option. Plus this isn’t going to fail. There will be better efficacy in ILD and IPF

[BSBP @BillyBobBleach]

@GilbertCTweets Same. Cost average under 0.90. Looking for over $10

[BSBP @BillyBobBleach]

@RiskInhibitor Must be what your friends are doing lol

[BSBP @BillyBobBleach]

@trentkelp @Archimedes20311 @avidresearch I’m an industry guy but it doesn’t take a genius to understand pos is very favorable. Anything can happen of course but the facts there. Anything else is speculation.

[BSBP @BillyBobBleach]

@Archimedes20311

[BSBP @BillyBobBleach]

@FormalyTwilter

[BSBP @BillyBobBleach]

@Buffalo51766917 @avidresearch Literally your profile pic lol

[BSBP @BillyBobBleach]

@Buffalo51766917 @avidresearch They literally enrolled Prosera based on a subgroup from Torrey and you’re using stats from all patients in Torrey….your IQ is showing. It’s not difficult to understand. Of course they’re not using median here since majority of pts in Torrey we’re not Fc III

[BSBP @BillyBobBleach]

@Archimedes20311 @avidresearch What’s a fail to you? Because the likely hood of being stat sig at the very least is super high and that’s all that’s needed to go up from this level.

[BSBP @BillyBobBleach]

@Plus212Bio Shouldn’t have bought 2/20 options. Thats a no brainer. Anytime in February is totally expected so whatever you just said is bullcrap

[BSBP @BillyBobBleach]

@trentkelp RT234 + Seralutinib for the win

[BSBP @BillyBobBleach]

@Vulpescap There isn’t a direct linear relationship between 6mwd and clinical outcome/physical activity. I don’t blame people for questioning this but it’s just not clinically meaningful and I hate that binary outcome depends on this. This is why clinical community doesn’t mirror investors

[BSBP @BillyBobBleach]

@DavidCastillo99 @singhlosophy They will definitely get above 25m overall (75% FC III patients) and over 30m in that subset. I agree it works better over time but they will hit the 6mwd. Nearsighted people will try to compare it to Soratercept and that is just not a comparison.

[BSBP @BillyBobBleach]

@_financeken @Biotenic You fell for the hit pieces. Seralutinib is nothing like Imatinib or Sot or Aerovate. In fact, PAH isn’t even the ideal indication and 24 weeks is peanuts to see the real benefit. I’m not saying which way SP will go in the next couple weeks, but the market is wrong on this one.

[BSBP @BillyBobBleach]

@Reign_Maker Don’t be fooled by price action. Calls are being picked up way more than puts. They want them cheap

[BSBP @BillyBobBleach]

@george_deng7 Data was just locked this week