Hc

Just my musings, not investment advice.

[Hc @biotech_L_S]

$DEVS this is the third of what looks like a fake bond issuance to add legitimacy to a fake investment firm I have seen in the past month. Is this a new type of pump scam?

[Hc @biotech_L_S]

Fayafi Investment Holding is not listed on the DIFC register where they state is HQ (https://t.co/0bKs9ZsrU0), they do not appear on the DFSA register (https://t.co/SD02Hiu7YG), "SPV Fayafi Investment" is not listed on BB, nor is bond listed on Vienna Xchng - good pump $DEVS

[Hc @biotech_L_S]

$DEVS the "head of trading" for the supposed UAE fund was a mortgage application underwriter then self-employed for 11 years, the ESG head is a consultant for DEVS since Dec, and the CIO was a lower management guy. All working remotely. Never seen a legitimate UAE fund like that

[Hc @biotech_L_S]

@arkabagchi24 For sure, I used to enjoy going on Stocktwits after a big readout and looking at the chaos haha

[Hc @biotech_L_S]

@adar170 @ErnieWorthingK9 @brendan_49 I spoke to them after their data and they actually did not tap their ATM at all so it was just flippers

[Hc @biotech_L_S]

@Sports_bios No borrow for it shortly after it IPO'd was one of the bigger bummers second to the biotech industry imploding the past few months

[Hc @biotech_L_S]

@AaronRosenblum5 I will check them out, thanks for the heads up about them. I can only speak from experience as a male but with a sub-50g/day carb, 1.5g:lb protein:bodyweight diet I would put on around 15-20lbs of muscle in 8-12 weeks on those. Definitely not long term

[Hc @biotech_L_S]

If I am comboing a GLP-1 with a muscle-preservation drug I'm going with RAD-140 or LGD-4033 and hitting Venice Beach, none of this $SRRK 2025 stuff haha

[Hc @biotech_L_S]

@AaronRosenblum5 I've taken that before too, I'm gonna go with a SARM over a GH secretogogue though. Good for a stack but it's mostly water weight

[Hc @biotech_L_S]

@QueenOfHeartsSF That’s so odd but it’s not like that school or the others have no Asian students with almost certainly worse scores so I think the narrative on Twitter of nonacceptance largely based on his race is reductive

[Hc @biotech_L_S]

@StuckInStock @BiotechElmo Thanks, Ralph

[Hc @biotech_L_S]

@BiotechElmo @StuckInStock Oh, I saw cash at $22mm as of 6/30

[Hc @biotech_L_S]

@Biohazard3737 A terminal growth rate of 2% as a bear case is idiotic, especially in patent industries. But so are randomly assigned WACCs

[Hc @biotech_L_S]

$LRMR bringing the $HZNP CMO to the board following the lifting of the clinical hold in FA seems timely

[Hc @biotech_L_S]

@arkabagchi24 I'm gonna apply a simple heuristic and assume the $100mm MC company with <$10mm cash at time of upcoming release with a 10yr old Ph2 in ex. US sites is gonna get bodied either way with their me-too PR

[Hc @biotech_L_S]

@arkabagchi24 Yeah, I would watch the proportion in the context of the weekly NRx

[Hc @biotech_L_S]

@arkabagchi24 Looking at the proportion of VC reserve vs. trade receivables YE22 - 1Q23, that has creeped up from 19.4% - 22.5%. A 3.1% bump could be due to poor estimation of end user demand, but for a recent Oct 22 launch it makes more sense to be rebates to drive uptake. Just my 2 cents

[Hc @biotech_L_S]

@arkabagchi24 Certainly, that item is specifically tied to demand. But the question is demand at what level in the commercial chain - if it hasn't made its way into the formulary, are there more pts utilizing the savings card from the drug website? That will directly feed into their VC est.