ColHub

Retired USMC Col, MBA,Investor 40+ yrs. Oversized positions in energy E&P's, in Crypto with ETH & XRP, and largest position with biotech $ARDX

[ColHub @marcolhub]

@WarClandestine If something sounds too good to be true, it probably is, which suggests that this situation is likely more jawboning by Trump ( I'm sure his birthday has nothing to do with it too 🤔).

[ColHub @marcolhub]

@JavierBlas So, just another "jawboning" Trump Iran deal is close post (I've lost track of how many now) with media and markets still foolishly believing it. Fool me once shame on you, Fool me twice or much more shame on me.

[ColHub @marcolhub]

@RedWavePress So, just another "jawboning" Trump Iran deal is close post (I've lost track of how many now) with media and markets still foolishly believing it. Fool me once shame on you, Fool me twice or much more shame on me.

[ColHub @marcolhub]

@JoshYoung 🤣🤣🤣

[ColHub @marcolhub]

@SenatorTimScott @BankingGOP How about taking the damn action of scheduling the mark up vote and stop just talking about it. Your snail pace of doing this Clarity Act legislation is getting really old and every day that goes by with NOTHING but just talk makes you all even more useless than you already are.

[BioPharm_the_Magnificent @crypto_biotech]

$ARDX

MUST READ to the end!

Strategic tea leaves are getting interesting to say the least 🔥

Strong Ibsrela momentum (path to $1B), explosive call options flow (7k+ calls in one session recently — 267% above average daily volume), and analyst enthusiasm on the commercial ramp.

But the real intrigue? Zydus Lifesciences already working with JPM, Jefferies & IIFL on QIP funding - just incorporated Zara Merger SUB Inc. (Delaware entity, April 24).

Textbook M&A vehicle naming.

Meanwhile, Ardelyx quietly BURIES Morgan Stanley & Co. LLC as financial advisor in its latest earnings release… plus the MARA acronym now surfacing in fresh SEC filings and board-level docs.

Another classic pre-merger breadcrumb?

And get this - Morgan Stanley and JPM have literally just teamed up (and squared off) on massive recent pharma deals like BioMarin’s $4.8B Amicus Therapeutics buyout & Sun Pharma’s $11.75B Organon takeover.

💥Banks don’t get paired on these files by accident.💥

Cross-border biotech consolidation play? 🧐

US specialty assets + Zydus growth ambitions = interesting math.

Not saying a deal is done, or will be, but the pieces (and options market) are aligning in classic pre-M&A fashion.

Standalone growth story remains solid either way.

Xphozah concerns easily covered in CRVs to align.

Chairman Mott is likely salivating as he purchased shares numerous times at the market prices AND is a master negotiator.

How good is Mott at M&A ?

In 2007, David Mott then President & CEO of MedImmune sold the company to AstraZeneca in a $15.6 billion all-cash deal which was:

“THE LARGEST biotech acquisition of the year and one of the biggest American biotech purchases EVER at the time.”

It was a landmark cross-border biologics play that gave Mott deep, hands-on M&A experience with top-tier banks and Big Pharma buyers.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

🥂 :)

[ColHub @marcolhub]

@thoughtfulmoney @DoombergT I don't have time for an ignorant April fools joke video like this 🤨

[ColHub @marcolhub]

@JoshYoung Add $1.50+ and you have the avg for regular in NW Washington State due to carbon taxes, etc.. 🤨

[ColHub @marcolhub]

@GasBuddyGuy @DaniJurinsky I know you don't care but you now lost me as a follower. Good luck

[ColHub @marcolhub]

@JoshYoung @MarketWatch More likely wouldn't happen this weekend due Trump doesn't want people distracted away from his Superbowl interview segment 😂

[ColHub @marcolhub]

@SpeakerJohnson @realDonaldTrump What a crock of horse sh!t. You really should have said Trump/GOP helped Mideast energy dominance by NOT enforcing Russian, Iranain, etc.. oil sanctions all while causing a war on American energy companies by raising their drilling costs causing manpower layoffs.

[Elon Musk @elonmusk]

False, this bill was never shown to me even once and was passed in the dead of night so fast that almost no one in Congress could even read it!

[The Vigilant Fox 🦊 @VigilantFox]

Bill Maher Breaks His Silence on His Private Meeting With President Trump

You won’t believe what you’re about to hear.

🧵 THREAD

[ColHub @marcolhub]

@joshyoung Regular is $3.95 where I'm at in the ultra high gas tax state of WA.

[ColHub @marcolhub]

@trevortombe @SheDrills The S&P 500 has been trading above the avg P/E valuation level for estimated fwd earnings the past 2+ yrs. Today's selloff may have used Trump's tariff policy as part of an excuse to be part of a well needed and justified correction. I won't be surprised if the selloff continues.

[ColHub @marcolhub]

@ElonMuskAOC DOGE is 💯 on 🔥

[ColHub @marcolhub]

@Floridared1776 @CNviolations Receive the Presidential Medal of Freedom 💪

[ColHub @marcolhub]

@MediasLies KJP is irrelevant and it is beyond logical reasoning why she is getting ANY media attention, even if it's just liberal biased shows like The View. 🤮

[ColHub @marcolhub]

@joshyoung A circus 🤡

[ColHub @marcolhub]

@nbcsnl Except for the jeans and t-shirt bit with Mike Myers playing Elon with chainsaw, this opening skit was NOT even remotely satire or funny. It was actually just a stupid attempt by libitard SNL writers to push anti Trump propaganda. 🤮🤮🤮