NKT

[NKT @nkt0509]

@Andre_AGTC I’m not verified and can’t dm you, but happy to explain if you can initiate

[NKT @nkt0509]

@Andre_AGTC DM pls

[NKT @nkt0509]

$RYTM At BAML global conference in London Sanofi reiterated an interest in large BD, highlighted “rare commercial” as a focus given a desire to be #1 in the space… it would be incredible to see Meeker merge RYTM with his old Genzyme crew at Sanofi..

[NKT @nkt0509]

$SVRA is the company in a quiet period until PDUFA?

[NKT @nkt0509]

@seedy19tron Sleeper m&a picks are PHAT and SVRA

[NKT @nkt0509]

Uber long $SVRA. MOLBREEVI launch looking like a rocket. Mgmt has laid solid foundations IMO. aPAP is classic underdiagnosed rare disease lack of treatment masks the true pool, moderate patients will come out of the woodwork. Long IP, low biosimilar risk, pharma s/b all over this

[NKT @nkt0509]

$PHAT VOQUEZNA scripts are absolutely flying

[NKT @nkt0509]

@john_hersc79276 @seedy19tron @Gabrielmendesnu Similar to AMLX, annx trial design is the anomaly, worth focusing energy on this

[NKT @nkt0509]

@biofeed @Joshthe3rd_ Who they buying 😂😂

[NKT @nkt0509]

$AMLX Pouring one out for the $EIGR bulls tonight, the drug worked, the company didn’t

[NKT @nkt0509]

$RYTM going for the jugular, will own the PWS market

[NKT @nkt0509]

The $PHAT long idea doesn’t need a 5,000 word essay, it sells its self with a single image

[NKT @nkt0509]

This name is holding up so well, and yet it’s still cheap!! How in the world is it still under $1b mc???

$PHAT

[NKT @nkt0509]

Reiterate best value on the tape at the moment, insane growth in huge market, leader in the class, and still under $1bln market cap

$PHAT

[NKT @nkt0509]

@Sanctuary_Bio Exactly, and he had instances where he would break his 10% rule. You can back of envelope and it looks phenomenal, it’s an investor story that many would read

[NKT @nkt0509]

@Sanctuary_Bio I always wondered how much capital he built up over the years, wish someone could share his entire story publicly. 🐐

[NKT @nkt0509]

@ar929348 @seedy19tron Sebela has one coming, but on the surface the data looks weaker than PHAT. KOLs say they'd reach for $PHAT 1st based on healing data. Others are in development too, but like the PPI market this is a huge category multiple players can win which is why I think PHAT is too cheap.

[NKT @nkt0509]

Reiterate best value on the tape at the moment, insane growth in huge market, leader in the class, and still under $1bln market cap

$PHAT

[NKT @nkt0509]

@MartinShkreli You have street cred, and he’s the only one touting bcrx… you’d be better off looking at $PHAT