Hemp-Addy

Observer of Nature; Artist by night; In the intersection of Art & Science; Intuition

[Hemp-Addy @Hempaddy]

$NKTR trading like someone knows something. Low volume spikes every day this week potentially quiet accumulation?

[Hemp-Addy @Hempaddy]

@adamfeuerstein @Jasonmmast Meek, you say?

[Hemp-Addy @Hempaddy]

@deathtouch2k @Agent0088156721 Agency problem. Imagine an SVP I&I in large pharma. Possible their reputation was staked on a view of the mkt (where Obe wasn't considered a threat - MC was 600M until last year). They will eventually move on to a different role. Rather avoid uncomfortable qns until then.

[Hemp-Addy @Hempaddy]

@paulbettner @felixprehn Could be you and I and many others too given the fast track nasdaq inclusion

[Hemp-Addy @Hempaddy]

@felixprehn Not really. Folks that buy passive ETFs are automatically bought in within a week due to the fast track rule that he has negotiated . This means that the early investors will forcibly sell to you if you own passive etfs

[Hemp-Addy @Hempaddy]

@byebyegoodguy @A_May_MD The upgrades are because these investment banks are competing for future business with them. They probably have a private model that is more realistic but won't release that

[Hemp-Addy @Hempaddy]

@A_May_MD @oakazaki @biot_notes @LSinnv The choice of CEO is also laughable given the experience level, but it fits the pattern of a house of cards, may not collapse immediately, but suddenly in time. To your point, can't rule out a pharma BD team trying to burnish their resumes by purchasing a questionable Co

[Hemp-Addy @Hempaddy]

@semodough Very much doubt 1B+ Projections. Rare disease commercialization & patient finding is hard, not to mention patient inertia to seek tx in group homes. Seen no discussion of severity and who would seek tx. With no EU mkt, the valuation seems appropriate for a single drug Co. $NBIX

[Hemp-Addy @Hempaddy]

@uroharper @EricTopol Well said. My take- 66% of subjects are recurrent stone formers- Suggests metabolic/genetic reasons. Conditions like hyperoxaluria may not respond sufficiently to hyperhydration, much less *only* increased hydration. I don't think this study applies to 'normal' ppl for KS red'n

[Hemp-Addy @Hempaddy]

@adamfeuerstein @PersimmonTI @Bloomberg Incentives make Middlemen act the same- no matter which sphere. Whether real estate agents on housing trends or m&a bankers or car salesmen or war hawks

OfC, some ‘trends’ take on a life of their own when incompetents own the purse (Bayer , Teladoc, …).

‘News’ creates news

[Hemp-Addy @Hempaddy]

@PersimmonTI Why no $OCUL or $EYPT or $SLNO?

[Hemp-Addy @Hempaddy]

@WallStreetApes Boatwrong is presiding over the slow death of a brand.

[Hemp-Addy @Hempaddy]

@garrytan @ycombinator @bryan_johnson Try conducting a survey @garrytan to check if the audience felt the same way. (Of course, you’ll need a previous set of surveys to serve as a baseline for comparison)

[Hemp-Addy @Hempaddy]

@adamfeuerstein Welcome to uncanny valley!

[Hemp-Addy @Hempaddy]

@adamfeuerstein @A_May_MD Also This is currently the honeymoon phase. commercialization in common diseases is extremely expensive and fraught with pitfalls, while standing up US & EU commercial units. If $ABVX is felt to be expensive, BP just needs to watch them try & ABVX will get cheaper.

[Hemp-Addy @Hempaddy]

@adamfeuerstein @A_May_MD Lots of respect to u both on Biotwitter. DD thru data room is a long process with ups & downs so while discussions may be happ’ng, if nothing is imminent he’s free to panel. $ABVX else he has to watch every word & it’s not worth the risk like Adam says.

[Hemp-Addy @Hempaddy]

@avidresearch The only way to attract a good premium is to try to go it alone commercially. The hiring of a skilled commercial team may appear wasteful but that’s also a signal that $ABVX won’t just rollover and give BP the asset. Plus the acquirer could just roll with the new team.

[Hemp-Addy @Hempaddy]

@GyroMac @adamfeuerstein While keeping that stupid, freaky, midwestern grin on at all times. What an idiot but brilliant ceo

[Hemp-Addy @Hempaddy]

@AJ91761930 @A_May_MD $QURE letter says they 'shared' their design w/ FDA vs. having a written response agreeing to design. Type B mtg minutes should be scrutinized -Was it mutual agreement or was company hearing what they wanted to hear. Was Reg Aff empowered to challenge any misconceptions by CXOs?

[Hemp-Addy @Hempaddy]

@michaeljburry I guess that means there is no prediction of when the bubble will burst and there is no point taking a position either way (irrational for longer (or) burst suddenly (or) stay volatile until the ultimate burst)