Peter

[Peter @Loving_pharma]

@MattZirwas Would you be able to build this into a tool other derms could use? Might be interesting.

[Peter @Loving_pharma]

@pharmabro0782 All roads lead to China

[Peter @Loving_pharma]

@Andre_AGTC Congrats

[Peter @Loving_pharma]

@siemionowkris Great company name 😂

[Peter @Loving_pharma]

@Stockspy1 Not worried that these might be impacted most in case of a correction?

[Peter @Loving_pharma]

@AnotherBio Curious whether this worked. On IBKR one cannot open positions anymore but it seems to still trade. Are you still in and what are your expectations?

[Peter @Loving_pharma]

@Lord_of_Biotech After some more reading, I think it’s disingenuously framed. They cannot discuss financing with some investors and partnership with others. Nothing prevents them from preparing a capital raise in case the partnership does not happen.

[Peter @Loving_pharma]

@Lord_of_Biotech Have you ever heard of a prohibition to discuss financing and partnering at the same time? I unsuccessfully tried to find it in the AMF rulebook but are probably looking in the wrong place.

[Peter @Loving_pharma]

@RiskInhibitor 🐁?

[Peter @Loving_pharma]

@semodough Probably too small an effect to work commercially.

[Peter @Loving_pharma]

@Biotenic Wishing you interesting work and great success. Our loss - their gain.

[Peter @Loving_pharma]

@Riccardino999 excellent margins, though
and low fixed costs

probably too good a business for a short?

[Peter @Loving_pharma]

@A_May_MD @DominickCampag Just let it compound a few hundred years and you’re all set.

[Peter @Loving_pharma]

@MoodyWriter13 Thanks, very interesting landscape analysis.

Since, you mentioned POET, do you regard them as a serious company?

[Peter @Loving_pharma]

@AppleHelix Well, BMS might have taken the right decision, who knows. That’s part of what makes business and politics so exciting: the counter factual doesn’t exist.

It could be that both BMS and MRK chose wisely.

Do you know why it wasn’t an option for BMS to simply start both trials?

[Peter @Loving_pharma]

@CuiBonoCapital @RNAiAnalyst Well, Dirk referenced a tweet that said: “FDA should be about safety, the physicians and ultimately the markets decide what's efficient.”, which is a stupid statement.

I just don’t like witch hunts, that’s all.

[Peter @Loving_pharma]

@seedy19tron @kennethon11 @thegresearch

[Peter @Loving_pharma]

@mgzxbt @Merridew__ Well, if there is a high cost of changing the provider there is less pressure on revenues to follow costs.