Keith Speights

Investor, author, and regular contributor to The Motley Fool. Views are solely mine.

[Keith Speights @keithspeights]

@noMidwestHedgie Where’s the lie? https://t.co/WCl7hJ7kvB

[Keith Speights @keithspeights]

@BiologyFool @ProShopGuyMF1 I totally agree. Some TV ads for big pharma might move the needle with patients and doctors, but not this one.

[Keith Speights @keithspeights]

@flippen_emily @KassMcQ @survivorcbs @CBS Wow, Emily! I’ll definitely have to watch this season!

[Keith Speights @keithspeights]

@cwhend It would definitely push back the break even point. My view, though, is that there will be too high of a political price to pay for Congress to do nothing.

[Keith Speights @keithspeights]

@thatbayridgeguy Disappointing that more patients didn't receive IO therapies. Shouldn't impact approval. Could be harder for NVCR to convince doctors w/o more data.

[Keith Speights @keithspeights]

Thanks, @anandchokkavelu , @ebcapital , and @louwhiteman for coming to my defense. It's a tough crowd in the Twitterverse at times! 🙂

[Motley Fool Money @MotleyFoolMoney]

A recession is coming... eventually.

@WilyLewis and @asitmap break down what housing data reveals about the big macro.

Plus, Dana Corl and @keithspeights take a look at weight loss drugs hitting the market.

$LLY $NVO
https://t.co/n2NjG9mtyM

[Keith Speights @keithspeights]

@thatbayridgeguy I’ll reserve judgment until the full data comes out. But any treatment that improves OS in NSCLC vs chemo and immunotherapy has a big market potential, IMO.

[Keith Speights @keithspeights]

@MonicaCrowley Maybe more analysis will show a causal connection. But to say that's what the FDA is stating is false. https://t.co/npRMRylDjD

[Keith Speights @keithspeights]

@MonicaCrowley The FDA data also identified specific reasons why the Pfizer data could be different (i.e., a lot more nursing home patients). Finally (and importantly): "FDA strongly believes the potential benefits of COVID-19 vaccination outweigh the potential risks of COVID-19 infection."

[Keith Speights @keithspeights]

@BearGartman Ha, it looks like I might have!

[Keith Speights @keithspeights]

@thatbayridgeguy He’s right that it’s going to take a while to see the revenue growth from a new indication. I just think that the stock will rise more than he projects on positive news in January and other potential good results later next year.

[Keith Speights @keithspeights]

@thatbayridgeguy I think there’s a lot of potential for MRNA’s cancer vaccine. But it’s only in phase 2 right now. Meanwhile, Optune/TTFields is already proven for 2 cancer types with 4 phase 3 studies underway.

[Keith Speights @keithspeights]

@FarLeftLibNutMo This wasn’t a commentary on Biden’s policies or minimizing the impact of inflation. It simply was a look at what the SS COLA would be based on the 1st 2 months of Q3 and if current CPI-W trends continue.

[Keith Speights @keithspeights]

@FarLeftLibNutMo Also, from the article: “it’s possible that the CPI-W could reverse its current trend and rise in September…”

[Keith Speights @keithspeights]

@FarLeftLibNutMo The article’s headline and premise emphasizes that the actual COLA is based on Q3 but calculates what it would be as of now. There is no “inflation agenda.” If the CPI-W declines again as it has for 2 months, the COLA will be lower.

[Keith Speights @keithspeights]

@FarLeftLibNutMo The article you're referencing was about Social Security. The key inflation metric used by SS (CPI-W) was lower in Aug. than it was in July & lower in July than it was in June. If this trend continues into Sept., the SS COLA will be lower than expected -- as the article stated.

[Keith Speights @keithspeights]

@ModestMufasa ^^ typo— Nuvaxovid, not Nuvaxovod!

[Keith Speights @keithspeights]

@ModestMufasa I don’t question the timing of the Reuters report since the EU had just announced the change to Nuvaxovod’s label. However, I do think the reaction to the report was way overdone.

[Keith Speights @keithspeights]

@maketheworldab3 I haven’t looked into in detail — just at a broad level. I’ll research further and maybe write about it soon.