jaybe

X-biotech investor, science-enthused, long-term horizon, learned things the hard way...

[jaybe @jbdotdotdot]

@A_May_MD Briterica

[jaybe @jbdotdotdot]

@ShanuMathew93 @UnoMasReactor All of these goods and services can be developed in the cheapest locale and transported around the globe…
EXCEPT nuclear, can’t be generated and transported outside locale it serves.

[jaybe @jbdotdotdot]

@stock_whisperer I’m assuming settle at $4.50, a jury would award $9. Settle price only goes higher as trial approaches.

[jaybe @jbdotdotdot]

$bmyrt

June 9th order one of the clearest signs that the case is advancing toward a possible trial.
Reaching expert discovery often increases settlement pressure because both sides begin seeing the strength of damages calculations, technical arguments,
weaknesses in evidence.

[jaybe @jbdotdotdot]

$BMYRT

"The deadline for the parties to meet and confer to discuss settlement is hereby EXTENDED to July 30, 2026."

[jaybe @jbdotdotdot]

@bradloncar At least its still daylight...

[jaybe @jbdotdotdot]

@cremieuxrecueil @sdamico Cancer needs chronic inflammation, and fatty issue is ideal environment to promote development...

[jaybe @jbdotdotdot]

@NightOwlBiotech First 2 columns look reasonable. 3rd column needs to be discounted for market share and mDOT. IF truly only-in-class then mkt. share reach ~60+%, otherwise should be 20-40%. mDOT is less than 1 year for most indications. Also need gross-to-actual factor on price, 65-75%.

[jaybe @jbdotdotdot]

@Biomaven Got IRS response letter today:
"We're working on it, we need 60 more days to send a response on what action we are taking." 🙃

[jaybe @jbdotdotdot]

@Biomaven Same. Must file separate form 483 for each tax year claimed. In section 8 state the following:
"Herewith filing a protective claim based on the Kwong v. United States decision regarding Section 7508A(d) and the COVID-19 disaster period."

[jaybe @jbdotdotdot]

$MRSN First two CVR milestones reached...

Servier to pay holders $1.25 for J&J payment and $1.00 for Emi-Le BTD designation.

[jaybe @jbdotdotdot]

$BMYRT

In case you don't know this website for tracking the trial docs...

https://t.co/TMUvm4Bgh2

[jaybe @jbdotdotdot]

@raffcolo @JacobPlieth @jq1234t Confirmed, Mersana’s Dolasynthen…

https://t.co/cF0zu1kjVl

[jaybe @jbdotdotdot]

@PersimmonTI Gotta be $TR

[jaybe @jbdotdotdot]

@drrichjlaw @AppleHelix Lot of hallucination on this slide…

[jaybe @jbdotdotdot]

What did one ai say to the other?

01101001 00100000 01101100 01101111 01110110 01100101 00100000 01111001 01101111 01110101

[jaybe @jbdotdotdot]

@AndrewE_Dunn @Biomaven @Mykalt45 Was wondering why that guy stopped tweeting every 20 mins.

[jaybe @jbdotdotdot]

So is it true? Is there a Starbucks on the dark side of the moon?

[jaybe @jbdotdotdot]

@5_utr You can’t spell claudin without claud…

[jaybe @jbdotdotdot]

AI concludes "retirement is the leading cause of death"...