Biotech Bois

10+ Yr. Pharma Boi (Oncology - Strategy and Analytics). Biotech Investor. Here to learn, discuss and share memez. DYODD. #Biotech #Oncology

[Biotech Bois @BoitechB]

My god we need a serious correction in markets.

$3.4T in annual revenue? At what point does this just become embarrassing?

[Evan @StockMKTNewz]

Morgan Stanley analysts just said they expect SpaceX $SPCX to reach

Annual revenue of $3.4 Trillion by 2040 with adjusted EBITDA of more than $2.7T

*Morgan Stanley is one of the banks leading the SpaceX IPO*

[Biotech Bois @BoitechB]

In today's episode of "Sherpas, they're extremely not like us"....

Legendary.

[Alex Kantrowitz @Kantrowitz]

Dawa was missing for six days, without food, oxygen, or the team he helped summit. Somehow he made it through, and got himself spotted right above basecamp. He'll live. Incredible. https://t.co/6gmvNlMvZ8

[Biotech Bois @BoitechB]

@MartinShkreli This is obviously the blueprint for the Death Star. You can see the Thermal Exhaust Port clearly.

[OddStats @OddStats]

Remember in college, when you just learned about the 1637 Dutch Tulip Bubble?

You sat in your dorm room and said to your roommates, "man, I wish I could live through just ONE of those. Do you know how many brazillions of dollars I'd make?"

And then you spent the rest of that 6 pack fantasizing about how you'd spend it all.

I'm not shorting it, because I have no fucking clue when the music stops, but you've waited your whole adult life for this.

[S∆IN✞  @The_Big_Chifa_]

One of Netflix’s biggest fumbles. Two seasons just wasn’t enough for a show like this. It really could’ve been one of the greatest shows ever made.

[Biotech Bois @BoitechB]

L
O
L

This was never serious. It was all marketing. No pharma is going to willing align to MFN without legislative (read: congressional) mandate.

[Zach Brennan @ZacharyBrennan]

OZ breaking the news that MFN contracts expire after this admin. ends

[Biotech Bois @BoitechB]

This post-market $ABVX price action is wild.

The rest of the week will be fascinating as the company comes out with more detail to fight the perceived (I don't see it) malignancy risk.

I bet leadership didn't expect a ~40% drop post-publication of ideal efficacy data

[Persimmon Tree Investments @PersimmonTI]

$ABVX

The maintenance data are out, and they’re beautiful

———————————

Abivax Announces Landmark Phase 3 ABTECT Maintenance Trial Results Evaluating Obefazimod in Moderately to Severely Active Ulcerative Colitis

> At Week 44, both the 25 mg and 50 mg once-daily obefazimod doses met the primary endpoint, demonstrating placebo-adjusted clinical remission rates of ∆39.3% and ∆40.3%, respectively (25 mg: 50.8%, 50 mg: 51.3% vs placebo 10.4%; p<0.0001)

> Both 25 mg and 50 mg obefazimod met all key secondary endpoints, demonstrating robust and clinically meaningful efficacy results across multiple measures of disease control

> Obefazimod demonstrated a favorable safety profile over the 44-week maintenance trial (N=580), with no new safety signals

[Biotech Bois @BoitechB]

Very similar reaction to $PFE news w Innovent. Alot of meh, readthrough to $SGEN pipeline isn't great w/ likely targets shown by Jacob

Continued story of $PFE desperately playing catch up w no clear strat

Jacob Plieth on X: "$PFE $IVBXF #Asco26" / X

[Biotech Bois @BoitechB]

Alright I'll say it:

The $BMY deal looks pretty desperate for a headline. Very few specific details and nothing near term.

4 of 13 programs are already under BMS, onc targets seem undisclosed or preclinical, 5 remaining are a JV

Lot of flash, very little substance.

[JaguarAnalytics @JaguarAnalytics]

$SPCX Highlights of $1.75 trillion company:

-- 2025 sales $18.7 bn
-- 2025 operating loss $2.6 bn
-- 1Q26 sales $4.7 bn
-- 1Q26 operating loss $1.9 bn

You are cordially invited to take out 2nd mortgage and buy on margin at 93x 2025 sales.

S-1 filing: https://t.co/lczJvzf9oZ

[Biotech Bois @BoitechB]

Say it louder for the people in the back.

[Jason Mast @Jasonmmast]

$BBIO Neil Kumar at #STATBreakthrough laying in to investors and executives building companies just to sell to pharma

“You can't take a contrarian bet, that's why we have… 150 PDL1 ones, 300 GlP-1s, like everyone's doing the same stuff”

[𝐏𝐮𝐫𝐩𝑮𝒐𝒍𝒅 🏆 @PurpGoldLakers]

WEMBANYAMA IS SAVING THE SPORT WE ALL LOVE FROM A FLOPPING, CRYING, AND CRINGE CULTURE

THANK YOU

[Biotech Bois @BoitechB]

Alright I'll say it:

The $BMY deal looks pretty desperate for a headline. Very few specific details and nothing near term.

4 of 13 programs are already under BMS, onc targets seem undisclosed or preclinical, 5 remaining are a JV

Lot of flash, very little substance.

[Biotech Bois @BoitechB]

Winrevair and looming oral PCSK9 are pivoting $MRK into a cardiometabolic/resp company post-pembro. The ADC bets aren't (yet/ever?) panning out, but they're humming on other verticals.

Maybe they burn the next 3 years of pembro profits on $RVMD to keep the onc story alive

[Goshawk Trades @GoshawkTrades]

i come back to this clip of Jim Simons every few months.

the man who built the most successful hedge fund in history sharing his guiding principles in life.

2 and a half minutes that will stick with you.

[Jessica Nutt @JessicaNutt96]

Mythos is not a bad name for a model but it would be better if Anthropic switched to using famous Claudes. Monet, Debussy etc. The final model that achieves AGI would obviously be Van Damme

[Biotech Bois @BoitechB]

@support

the account of @sharkbiotech has been hacked . He is posting suspicious content. It is no longer being controlled by the original owner.

[Ed Zitron @edzitron]

@DarioCpx WeWork 2

[Flea @flea333]

Lay down in a field and stare at the sky and wonder about all kinds of cosmic shit

[Biotech Bois @BoitechB]

Elite mix of gif and news

[TankerTrackers.com, Inc. @TankerTrackers]

Today's Strait of Hormuz tanker traffic update is as follows: