WS

PharmD in Managed Care

[Larry @lfholt]

Aaron has a great piece up on $INCY

[WS @oysterbio]

$srzn moving a little this week in anticipation of full BRUNELLO data at AAO I presume

[WS @oysterbio]

@PubliusMacArth1 @AlexDaugherty1 It’s a step up from getting shut out by AHL goalies like against Chicago last year lol

[WS @oysterbio]

$roiv think the NIU data may come sooner than some expect

[WS @oysterbio]

@biofeed Yeah saw some boldness in the 10/16 puts today

[WS @oysterbio]

@AnotherBio 100%, should be double from here easy

[WS @oysterbio]

@streamtaill Are you bullish on the readout?

[WS @oysterbio]

@dsjdirect Would you happen to have this report to share by chance?

[WS @oysterbio]

@mickeychiku @semodough I’m sure he’ll mention an Adcom in some capacity

[WS @oysterbio]

I think $sny will buy $pcvx

[WS @oysterbio]

@markflowchatter What leaked photos?

[WS @oysterbio]

@coopeeva Big time call buying on the 210s for next week today too

[WS @oysterbio]

@DeanTTraining People sleep on the cognitive benefits too

[WS @oysterbio]

@ObsvRetardation I doubled my position recently lol

[WS @oysterbio]

$KLRA interesting strength today

[WS @oysterbio]

@ObsvRetardation Yeah and the phase 2B data from china with mean weight loss of ~23% is highly competitive if replicated imo

[WS @oysterbio]

Rough day for the the bio IPOs this year

[WS @oysterbio]

@BussinBiotech Fantastic idea

[WS @oysterbio]

Completely different situation than obe, like comparing Oreos to apples

[Big C @BigChodu]

$xene

Applying $abvx logic... $xene is easier to sell now at 45$ rather that it was 70$

[WS @oysterbio]

Took loss on $xene. As a large position (now previously), not gambling on potential severity here given high EV current value