kc

biotech and CPG

[kc @cal9797]

@Biotech_FC no, because the key is secondary endpoints on vineland which is iffy. primary should hit ...

[kc @cal9797]

@rezfszubagoly Been trading like a pos

[kc @cal9797]

@CloisterRes General Marc de Garidel

[kc @cal9797]

@Here_4_Sports @biotechlearner @biomannn more of a concern in SM the smaller indication for Bezu, 2L gist shouldn't matter anyway... sunitinib has black box

[kc @cal9797]

@biotechlearner @Here_4_Sports @biomannn most likely label outcome is no box but explicit hepatotoxicity monitoring/dose modification warning... maybe 20% odds of black box?

[Chief Nerd @TheChiefNerd]

JENSEN HUANG: “We don't welcome political discourse inside our company. Take it home … We're bipartisan. We want America to succeed … The discourse about race and religion and politics and all of that stuff, we tell people do it outside the company. It's not for us.”

[kc @cal9797]

@Bionavgator @financebully Man its readouts like these (plus a horizon pos hoc) that @Sports_bios would be all over… RIP 💙

[kc @cal9797]

@PCM_bio @A_May_MD @adamfeuerstein Happy labor day to everyone except the bankers and lawyers working on $abvx and $cogt

[kc @cal9797]

@Dumbhead62 @A_May_MD @adamfeuerstein who cares if they realize the true value though is my point. just sell it after crohn's if it hits for likely more than it would sell for prior to that. I think best case scenario would be a deal now thru JPM plus a CVR for crohn's for those who want to play that readout

[kc @cal9797]

@A_May_MD @Dumbhead62 @adamfeuerstein "I'm nervous it may go to $300 if crohn's hits... it'd then be too big to buy. I would much rather it get bought for $200.

[kc @cal9797]

@BiotechPort I answer flattish every time

[kc @cal9797]

@biofeed damnit. for some reason I'm envisioning them just boiling stuff in a big bowl of water with other stuff (stew) . they probably do some unreal wild boar roasts on the spit.

[kc @cal9797]

$bhvn wasn't on the bingo card. the move nor the financing structure

[kc @cal9797]

@biofeed what about a perfectly cooked, perfectly charred steak? Ribeye.

[kc @cal9797]

@biofeed this is true 😅

[kc @cal9797]

@biofeed just like some dude in a cave 500 years ago

[kc @cal9797]

@ezmoneymonty

[kc @cal9797]

one man's trash is another man's treasure. I'll gladly buy your $ABVX below $125

[kc @cal9797]

Gotta love market psychology

[kc @cal9797]

pissed i did not in fact load $sln in the 4s. Was planning to soon, and seems I have missed the boat. wanted it for pending PV data.