Neeraj

Equities Trader

[Neeraj @Rajinvests]

@hithopadesa Removes info differential. Active suitors with access to data room can see FDA's prelim response and $ABVX mgmt internal notes of the meeting. This creates MNPI trap, stopping suitors from making a move. Also, any potential suitor waiting on sidelines for FDA feedback can now act

[Neeraj @Rajinvests]

Many here thinking today's $ABVX PR signals their intent on commercialization/GIA. Had that been true, they wouldn't have PR'd. It's more a case of removing info-deferential which is very imp for M&A https://t.co/UCti6B4y7R

[Neeraj @Rajinvests]

@seedy19tron If a big player wants IN, this is a good way to do it. Slam it, creates panic among already jittery holders, creates enough liquidity for you to fill your boots. $ABVX

[Neeraj @Rajinvests]

@seedy19tron Thanks for sharing. I doubt they can hold back or share detailed Part2 data with BP before public disclosure. I will be pleasantly surprised if a BP makes an offer before they can see Part2 raw data files. I think BP's would have already made up their mind but they have to wait

[Neeraj @Rajinvests]

@RNAiAnalyst Small teams from all suitors will already have access to the Data Room, where they can review raw data that is not available to investors. This access is subject to strict NDAs due to the presence of material non-public information (MNPI). $ABVX

[Neeraj @Rajinvests]

@ipollit77 @RodLambertCPA @seedy19tron I read somewhere 25 mg isn't that effective for induction. What they can do is go for dual-dosing, 50 mg for 8 week induction, followed by 25mg for maintenance.

[Neeraj @Rajinvests]

@TonyFauci2 @fmuae11 Opposite!
Obefazimod treats UC by suppressing pro-inflammatory TH17 cells, not by promoting them. $ABVX

[Neeraj @Rajinvests]

@medstudentinvst Great post. Prostate cancer (Stage 1) was detected during induction

[Neeraj @Rajinvests]

@aggregategains @DueDoctor https://t.co/AnuvVA4iCV

[Neeraj @Rajinvests]

@unemon1 @A_May_MD @seedy19tron

[Neeraj @Rajinvests]

@unemon1 @A_May_MD @seedy19tron

[Neeraj @Rajinvests]

@unemon1 @A_May_MD @seedy19tron No I am not. But to dig further about the 1116 patients, I used AI. Here is what I found. Now I what Part 2 you are talking about.

[Neeraj @Rajinvests]

@unemon1 I don't know if such presentations of granular data needs elaborate preparations to ensure accuracy. Maybe it takes time to prepare, else management would have shared IMHO. I am sure Marc would do whatever it takes to stop this bloodbath $ABVX
@A_May_MD @seedy19tron

[Neeraj @Rajinvests]

@unemon1 By Part 2 data you mean the granular secondary data—such as deeper tissue biopsy details, histological clearance (HEMI) by patient sub-types, and comprehensive case studies of the malignancy patients which they will present at upcoming medical congress possibly UEG in OCT? $ABVX

[Neeraj @Rajinvests]

@DuarteSatirico @unemon1 @biotech_jack So close to maintenance data release I doubt $ABVX will accept any CVR, has to be a cash deal. Had there been 6 months for the release then maybe acceptable. Only possibility of a CVR is for Crohns, that too at max 10% of the deal price IMHO.

[Neeraj @Rajinvests]

@seedy19tron Assuming that's (data +BO on Tue) true, why could they not have released the earnings along with data + BO announcement? Is there a regulation which stops them from doing that? $ABVX ER should have been a non-event, they have created needles anxiety by this scheduling 🫣

[Erik Solheim @ErikSolheim]

In defense of Indian 🇮🇳 democracy!

During Prime Minister Narendra Modi most successful visit to Norway a minor incident happened. A Norwegian journalist demanded that the prime minister starts holding press conferences. She claimed that Indian democracy is in bad shape.

May be its time to pause? May be its time to be a bit curious to the world’s largest democracy?

Two weeks ago five Indian states and territories held elections. The turn out in the battlefield state of West Bengal was 94%. In the last local election in Norway it was 62%, in many European local elections turn out is below 50%. Can voting in massive numbers be a signal Indians trust their democratic process?

In the same election BJP won big in Assam and West Bengal. It lost even bigger in Kerala and Tamil Nadu. Can this diversity be a signal that Indian democracy is reflecting the will of the people?

The journalist referred to a democracy ranking putting India at 157 in the world, behind many dictatorships and deeply troubled states. When a ranking is so obviously contrary to common sense, why not ask critical questions to those making the ranking rather than demand that leaders shall comment on nonsense? I recommend Salvatore Babones book “Dharma democracy”. The book debunks convincingly the flawed methodology of these rankings.

It was referred to a ranking claiming it’s very dangerous to be a journalist in India. Reality is that it is more dangerous to be journalist in the US and far more dangerous in the vast majority of other nations in the world.

Let’s be real. India is not perfect. Of course there are incidents. India has a population the size of North America, South America and Europe combined. But India is much more peaceful than Europe or the Americas. That’s remarkable - given the ethnic, language and religious diversity of India and the many development challenges.

Unless we consider democracy a form of government only suited for some very small, peaceful and homogeneous Western European nations, may be we should commend Indian democracy?

India is the only major former UK colony which became and has remained a democracy. Its sometimes claimed that the Brits taught India democracy. If that was the case why isn’t Myanmar or Pakistan or the Gulf kingdoms democracies??? Reality is that Indian democracy is both homegrown and extraordinary successful.

[Neeraj @Rajinvests]

@vijaypatil116 @capawanbothra Thanks, didn't know about that feature. Yes, I tried ICICI direct and HDFC Sec before the judgement announcement, both had barred buying. I don't get it why the brokers have to play parents.

[Neeraj @Rajinvests]

@vijaypatil116 @capawanbothra How do you get the transcript of the judges oral pronouncement. I had attended the hearing online, the pronouncement was so brief, I could not understand whether the judgement was in favor or against :)