biostats101

L/S Biotech. All opinions should be disregarded with prejudice.

[biostats101 @biostats101]

@biofeed How did you get the drop on cue?

[biostats101 @biostats101]

@PositiveTopline Extremely cool pair of molecules and some compelling data with a small possibility that it might all be lies.

[biostats101 @biostats101]

Right (fun) side barbell of my portfolio currently:
$QNCX
$PRQR
$CUE
$CALC
$RNTX
$ADAG

[biostats101 @biostats101]

@RichardTip17589 I've been in and out of Protara a couple of times. Both drugs work but they are painfully slow executing and love diluting.

[biostats101 @biostats101]

@biotechsanya2 Like most such phenomena there is a single person behind most of it, you know who I'm talking about. I think she actually works for a CRO liquidia uses but don't quote me on that I don't care enough to confirm.

[biostats101 @biostats101]

@Bakery_Bros The science is objectively very cool which is what I always say before losing most of my investment.

[biostats101 @biostats101]

@biotechsanya2 Agreed it's got so much going on some of which is very high quality. I sold a bunch of August puts because I knew I'd get impatient but if im not assigned then I'll probs just buy some anyway.

[biostats101 @biostats101]

@plainyogurt21 @RiskInhibitor $PRQR if I'm not mistaken

[biostats101 @biostats101]

@TweetAwayDK It sure makes sense for $BMY!

[biostats101 @biostats101]

@monaco_biotech @plainyogurt21 Yeah I really like the molecule, the execution and the leadership but it's been way too long now. I'd speculate the control arm has basically melted.

[biostats101 @biostats101]

@jfais20 Love yuca. Top three starchy vegetable for me.

[biostats101 @biostats101]

@Sanctuary_Bio I don't think $TRAX is too long for this world (as an independent company) either.

[biostats101 @biostats101]

@biofeed I'm going to add a little more next week if it's under 65. I know it's expensive but I'm trying to care less about valuation in certain select cases.

[biostats101 @biostats101]

Seems to be a minority opinion around here but I think X-NOVA probably hits for $XENE in MDD.

[biostats101 @biostats101]

@biofeed That's what the valuation seems to be saying. I'd like to see the pain story develop a bit more though personally, it's a very interesting one.

[biostats101 @biostats101]

@biofeed If you do a quick search opinions are pretty bearish they mostly date back to around the p2 miss though so maybe a little biased.

[biostats101 @biostats101]

@biotechsanya2 Same, I have never been more poised.

[biostats101 @biostats101]

@epickram @masonat7 But you're completely right with the 40% figure btw i had my math wrong.

[biostats101 @biostats101]

@epickram @masonat7 Ah right I see what you're getting at. Pretty sure it's log-linear though.

[biostats101 @biostats101]

@epickram @masonat7 I'm not sure the percentages map like that, the RRR scales with absolute mass removed, so doing some back of the envelope calls a 15% RRR from horizon is perfect validation of the 5% lpa contribution $nams is modelling. If I've understood your tweet correctly.