FarmCap

not financial advice

[FarmCap @capital_farming]

@wyv_123 You should look into Repath ($amgn) ha- at current net price <$300 per month, no biosimilar risk because it can’t be profitable. This could become a perpetually growing $15B franchise for $amgn . Genius

[FarmCap @capital_farming]

@daniel_w_owens I think soma area is still very affordable

[FarmCap @capital_farming]

@adamfeuerstein These is proprietary information

[FarmCap @capital_farming]

@A_May_MD $mrna likely is bullish on product launch for cancer vaccine so no need to raise much $mrk

[FarmCap @capital_farming]

@BustedAuction IWC Mark XX - buy it in bracelets and get more straps - the best there is. @IWC

[FarmCap @capital_farming]

@internpierre Hey man - ferrari intangibles are just extremely valuable! Deep down I know you wish you own one too! It is everyman’s dream $race

[FarmCap @capital_farming]

@internpierre Before financial analysis, we should remember this company was never intended to be public because it was a true crown jewel of the Agnellis - they had to do it to pay down debt.
The company will always be managed with long term view $race

[FarmCap @capital_farming]

@P_Remarks @WaterworldCapi1 True- but that has led to some crazy innovations that we enjoy today. Like $ORCL dip

[FarmCap @capital_farming]

Mega merger in pharma is now in full force.. what companies offer >$10B Atopline (for NT financial accretion) and strong pipeline (for selling the dream)? $BIIB $REGN come to my mind as optimal targets for any large cap pharmas

[FarmCap @capital_farming]

@adamfeuerstein Now the question is.. who is buying $regn ?!!

[FarmCap @capital_farming]

@AppleHelix Sadly both companies are actually over-earning - as in they both gutted out (particularly $bmy), so not much room to cut for both companies. $azn $bmy

[FarmCap @capital_farming]

@ContrarianCurse Agreed. Market (or vast majority of market participants) puts significant premium on certainty (aka “i can sleep well at night” premium”.

[FarmCap @capital_farming]

@internpierre On the flipside, isn’t this insanely bullish? The buyers are just so eager to jump thru the hoops to buy crazy premium… $race

[FarmCap @capital_farming]

@Clearingfog_ What are capital providers for independent funds? Curious about those for public equity

[FarmCap @capital_farming]

@ShowMeYourCIM Are they wearing @iwc pilot chrono?!!