carl

[carl @physioo]

@cperruna @NoHypeInvesting Are you referring to Reddit or Nike (failing to recover here)?
Thanks Chris

[carl @physioo]

$celc
How I’ll sleep tonight after abvx and prax

[carl @physioo]

What a story for all patients with pancreatic cancer

Always nice to see progress in biotech world

[Rod Wong, MD @docrodwong]

a standing ovation for daraxonrasib at asco. over 40k oncologists, entrepreneurs, investors, and patient advocates together celebrating revmed's breakthru in the fight against pancreatic cancer. u never forget these moments. it's what innovation is all about.

[carl @physioo]

@adrscib @TheTennisLetter It’s his racket ta :))

[carl @physioo]

@adrscib Hype is the game

[carl @physioo]

@adrscib @breakpointjoel Hehe Ala z

[carl @physioo]

@adrscib @TheTennisLetter Ask van

[carl @physioo]

@adrscib @TheTennisLetter Hehehe shun

[carl @physioo]

@jmgmoron JM Cerúndolo-Berrettini: 0-100
Tiafoe-Arnaldi: 100-0
Aliassime-Tabilo: 0-100
Cobolli-Svajda: 100-0

Mensik-Rublev: 100-0
Ruud-Fonseca: 0-100
Jódar-Carreño: 100-0
De Jong-Zverev: 0-100

[carl @physioo]

@BiotechCH @cngarabedian @BrianSkorney @soowannaway @Ginkgo @jrkelly @endpts @EricSchmidt151 @SamFazeli8 @gline @daphnezohar @JMaraganore @LifeSciVC @bradloncar @MatteisPaul @t_lorriman @TimOpler Nothing on celcuity late breaker?

[carl @physioo]

@Andre_AGTC @tarrikzaid Pdufa usually comes after hours so the July 17th will not cover the pdufa unless approval comes early than expected

[carl @physioo]

@FidelisAurelius Very true
Some stellar bios from last year
I owned Krys and sold early
Traded Rvmd too and got scared prior to data!
Binaries tend to scare me!

[carl @physioo]

$celc

This is what intrigues me about celcuity
We have data in a few days with potential of 14 -15 months mpfs making this drug one of the best out there

More importantly, drug approval getting close so I am not sure how we are trading at $130 with imminent data and approval

[GPF @breakeneven]

3/ ASCO June2, PDUFA July17. The mutant data being positive means docs dont even need to check for the mutation, except for prognosis. I suspect docs will Rx mutant pts in July when drug approved, so this will jump start the launch.

[carl @physioo]

@Driller562 @breakeneven https://t.co/JX1JGgUS2y

Listen to this and see how worried the head of research is regarding safety 🔝🔝

[carl @physioo]

@BiotechTV Interested to see Brian’s thoughts on upcoming mutant data

[carl @physioo]

@cornrollio Probably true…still think celc is de risked here at $130 and should re rate higher into 2026

[carl @physioo]

@tarrikzaid @Andre_AGTC Data Tuesday am not Sunday

[carl @physioo]

@jayg327 @RudyResearch 😂😂😂

[carl @physioo]

@BigChodu @RudyResearch A 20% move on data only for it to go back to 133
Fireworks next week for best in class mutant data

[carl @physioo]

@never_minds74 Poor acl :(