On The Tape

[On The Tape @onthetape]

@Biohazard3737 @adamfeuerstein 2028?
https://t.co/ewnoOtbmvq

[On The Tape @onthetape]

@buccocapital I knew I could trust you to know the most elite dipset deep cuts

[On The Tape @onthetape]

@DeItaone @HighyieldHarry Uhh... link?

[On The Tape @onthetape]

@Sports_bios Do you really think they will report an outright failure vs. just adding more patients?

[On The Tape @onthetape]

@longonlybio How high does it go if it hits?

[On The Tape @onthetape]

@TheStalwart RFK

[On The Tape @onthetape]

@Biohazard3737 Low odds, but if $EWTX mystery target drug works

[On The Tape @onthetape]

@saltadogato @Biohazard3737 You know the reason for this is the $GILD agreement right

[On The Tape @onthetape]

@GrainSurgeon Selling

[On The Tape @onthetape]

@CloisterRes @ltmleverage @Biohazard3737 If that's your math then SRPT is overvalued by quite a lot.

It's trading at $15b because people have $4b+ peak sales, most of which is US. Bolus is a giant 20k now that every living patient is on the label.

[On The Tape @onthetape]

@alpha_exposure The reason is because the mark on that option is 5.475 (the mid price of 5.45 and 5.5). It is being rounded up to 5.48 for the purposes of this screen.

[On The Tape @onthetape]

@Biohazard3737 I don't think many people short it except convert arb guys vs. the $800m that was out there

[On The Tape @onthetape]

@SnackBioTech They launched this Q (april)

[On The Tape @onthetape]

@Andercot Have you been to NYC

[On The Tape @onthetape]

@Biohazard3737 Some would argue that if it hits, Ari in 1L NTM will then be properly valued because the balance sheet wont be so much of a mess

[On The Tape @onthetape]

@PersimmonTI NVS stopped talking to them after they asked for $135 (according to media reports), so why would anyone else pay that?

[On The Tape @onthetape]

@Biohazard3737 If you think only $190 on hit @ 85% pos, your downside on a whiff must be REALLY ugly...

[On The Tape @onthetape]

@CloisterRes @nolastevedore Yeah but how can an acquirer pay more than $100 ($12b) if there’s a shot REMS is same as Camzyos…given how that launch has gone?

[On The Tape @onthetape]

@RNAiAnalyst @gkrisrao Definitely. But how can an acquirer pay an amount for this that fully assumes they'll have different REMS, long before the pdufa date...

[On The Tape @onthetape]

@RNAiAnalyst @gkrisrao Mava works well and was BIC, but now afi is. Mava has been struggling to get pts on drug vs. original estimates. Actual ramp looks like 50% or less of what they hoped for. Why won’t CYTK have the same issues ramping and why should an acquirer pay more than MYOK?