Matthew

Adding no value @ Consulting.

🥃

Never financial advice.

Chartered Accountant, Biomed BSc

Likes/retweets are not endorsement. Often they’re the opposite.

[Matthew @Matthew_ABCD]

@bioinvestor24 Be careful.

[Matthew @Matthew_ABCD]

“Oh no my shares might get diluted”. Are $VKTX going to raise $500m if the P3 trials are ass? No.

Sincerely if you’re stressing over nothing burger ER’s and a form 3-F (and you don’t have to report to investors) you would be happier in life by keeping away from Biotech.

[Matthew @Matthew_ABCD]

$VKTX I wasn’t planning on adding, but my finger is getting twitchy.

I’m not interested in reading tea leaves or trying to guess the outcome of P3 trials based on anything but data.

Nor am I put off by a $500m shelf. You can’t pay for medical trials by pointing at MCap.

[Matthew @Matthew_ABCD]

@randmtwtuser04 Your manager has a manager.

[Matthew @Matthew_ABCD]

@jajacp @NoContextBrits I can see why you'd think that.

But nothing unites the UK more than Argentinian chatter about the Falkland islands.

[Turnbull @cturnbull1968]

We have now joined this distinguished list of countries that added living leaders to their currency.

Philippines – Marcos
Uganda – Idi Amin
Malawi – Banda
Iran – Shah Pahlavi
Iraq – Saddam Hussein
Libya – Gaddafi
Syria – Bashar al-Assad
North Korea – Kim Jong Un
China – Mao

[Matthew @Matthew_ABCD]

@mcfc_Reinjers @StuartRae10 @AndyGoode10 Mostly just that the population is only 5.5m, and rugby is (by far) not the most popular sport in the country.

Our youth performance enhancement programmes are also very lacking compared to other countries.

[Matthew @Matthew_ABCD]

@GilaMonstrum The GLPGoat strikes again.

[Matthew @Matthew_ABCD]

@RaidersFC2002 Drop your model, no plagiarising from Noumena!

[Matthew @Matthew_ABCD]

@bioinvestor24

[Matthew @Matthew_ABCD]

@ControGorilla “Your co-workers are smart, your bosses are smart, your clients are smart, your wife is smart, and your kids are smart.”

You’re the middle part of the bell curve meme - smiling and saying everyone is smart.

[Matthew @Matthew_ABCD]

@DynastyPhD1 @dcblocher @MeadowCapital @Pharmdca Trader and investor are different skillsets and different theses.

Both have worked for me, both have lost me money.

After sleepless nights I've settled on managing my risk through sensible positions and not overexposing myself to risk that will lose me sleep. Good luck to u.

[Matthew @Matthew_ABCD]

@MeadowCapital @PK_Fund A combination of the above, but especially D is probably the reason.

Management who have access to all the data don't want to sell at an acceptable premium b.c they have access to all the data, and don't have the same uncertainty.

We'll see.

[Matthew @Matthew_ABCD]

@MeadowCapital @PK_Fund WRT A) record premium is a career gamble

B) Undiff me-too means you must go hard on EOS to be blockbuster which is risk.

C) Pay $30b then $LLY produces a SM unicorn drug = $25 gone (it won't happen).

D) Fair - just increases the risk but mgmt disagree so increases premium

[Matthew @Matthew_ABCD]

@MeadowCapital @OMillionaires Do you think the market has been trading on MNPI of "they're announcing a P1 trial"?

Buyers certainly would be mighty disappointed if this was the case.

[Matthew @Matthew_ABCD]

@MeadowCapital Does it? P1 Amylin trial = $1b Mcap??

[Matthew @Matthew_ABCD]

$VKTX What's behind door number 3?

Is it;

A: Insider information being traded on
B: Good ol' pump and dump

[Matthew @Matthew_ABCD]

@bioinvestor24 VKTX do not miss with their drug candidates. (They do with trial design).

I’m sure it’s one of the best Amylins, though I do not like Amylins.

[Matthew @Matthew_ABCD]

$VKTX first stock I ever bought with my first grab job paycheque in 2017.

Hopefully my 22 year old smooth brain was on the right track.