inovrmihd

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@KairosPraxis @threadreaderapp unroll

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@BlackScholesMan How concerned are you regarding the $Feim secondary? Listening to the call I had the impression they had all the money they needed. Is there a real argument that they can use the money for additional growth beyond the guidance?

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@Banana_Oncology @LogicalThesis https://t.co/z83vp8Lveq. Under Voting Agreement

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@Banana_Oncology @LogicalThesis Form 425 says mrk will support the merger absent customary outs (tem wants to walk, or the price of tem drops below the walk away level. Absent that I think they can’t bid.

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@Banana_Oncology @LogicalThesis $mrk agreed to vote for the merger (assuming the stock stays above the walk away price). How do they come back and bid after a positive readout?8

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@SemiAnalysis_ @threadreaderapp unroll

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@B_radRiffs I don’t suppose you gave any insight into $pke abrupt firing of Nickel and whether it means there is an operational problem?

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@justfactstruth Thanks.

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@dantor001 @justfactstruth @LDiscernment @threadreaderapp unroll

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@SemiAnalysis_ @threadreaderapp unroll

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@vax_chat @JamesWitmer6 @emilyinvc Short term is about 40 for federal. All in fed plus state is 54 short term cap gains vs. around 37 for long term cap gains. That’s all she was saying.

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@semodough Hi. I have asked this question of several people and no one can or will answer. Rubin said he’d only use $abvx first line for 10-15% of his patients. He says his practice isn’t typical but isn’t that number really low given safety and efficacy data? Thanks for any response.

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@A_May_MD @Andre_AGTC @Dremontjones @threadreaderapp unroll

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@seedy19tron Seedy, do you have any thoughts on @meremrtl ‘s observation that Rubin cc answer that he would only use it on 10-15% of his patients as a first line treatment? Comorbidities like psoriasis explain a small number of patients, but why not 1l for most given $abvx efficacy numbers?

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@A_May_MD @Dok__Tok Adam, would you mind please addressing @unemon1’s point? mgmt confirmed on the call they have Part 2 open-label data (~250 pts on 50mg continuously) and are holding it for a future congress. If that data is clean, and $Abvx is looking to raise, why didn’t they release it?

[inovrmihd @inovrmihd]

@unemon1 @Rajinvests @threadreaderap unroll

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@financebully @Tirzepjunkie @threadreaderapp unroll

[inovrmihd @inovrmihd]

@seedy19tron @Jonny_fun_guy @threadreaderapp unroll