Rowland Hansen

Biotech, medicine and occasionally markets/economics. If I tweet about other topics, it's probably a mistake.

[Rowland Hansen @RowlandHansen]

@Biohazard3737 It makes sense to me. Use cost savings from rationalization to power R&D and BD as well as ramping AI-assisted R&D. Who else would want to merge with them or buy them, and take the LOE risk?

[Ian Cunningham @IanCForTO]

I love this city, and living in Spadina-Fort York
#CountOnCunningham
#CunninghamForWard10
#TOpoli
#TorontoElection

[Rowland Hansen @RowlandHansen]

@LifeSciVC @grok can you estimate the breakdown of dilution of $FOLD since its IPO due to stock-based compensation vs other equity issuance?

[Rowland Hansen @RowlandHansen]

@jesse_brodkin @Adrian_H Not FDA's job. The clinical sites have Institutional Review Boards that could have declined to participate.

[Rowland Hansen @RowlandHansen]

@EylonALevy The One Middle East solution

[Rowland Hansen @RowlandHansen]

@A_May_MD @adamfeuerstein RA is signaling that they want room to buy in the open market.

[Rowland Hansen @RowlandHansen]

If Harris wins the US Presidential Election, the naval blockade of Taiwan would start November 6. Biden allowed Xi to get away with rehearsals with impunity.

[Rowland Hansen @RowlandHansen]

@LifeSciVC 3) Potential lengthening of the new drug list. 4) Unlisted competitors reducing prices in response to negotiated prices. 5) Price increases below inflation to avoid the negotiation list. 6) Second guessing investment in new indications for fear of truncating terminal value.

[Rowland Hansen @RowlandHansen]

@LifeSciVC Do you see much decision-making based on fear of the "ratchet" from management and/or boards? The ratchet has multiple layers such that the revenue cut-offs seem likely to decline over time. 1) CMS renegotiating previously negotiated prices. 2) New drugs added each year. cont'd

[Rowland Hansen @RowlandHansen]

@TripleGateCaptl Democracy is institutions with checks & balances. Elections are one component. A democracy with stronger institutions w/ checks & balances doesn't need the electorate to be as engaged. Maybe the minimum necessary institutions with a maximally involved electorate would be optimal?

[Rowland Hansen @RowlandHansen]

@BioStocks The $ANVS data are confirmed to be in perfect order, but they will need another 3 weeks to report topline. Right...

Sounds like the trial failed, and management is working through post-hoc analysis.

[Rowland Hansen @RowlandHansen]

@JohnPDalyJr The final estimate today for the 30April2024 cutoff MC was $143.4mln from KBW.

[Rowland Hansen @RowlandHansen]

@JohnPDalyJr Keefe Bruyette said the cutoff was $141.5mln on Monday, April 29, 2024, so presumably a bit lower yesterday at 4pm, all things equal.

[Rowland Hansen @RowlandHansen]

@BjornLomborg Interesting that excess mortality was lowest in Norway, Denmark, Iceland and Finland as well as Sweden. Almost looks like a genetic factor.

[Rowland Hansen @RowlandHansen]

@JonErlichman Imagine a world in which Microsoft and Blackberry took the Apple and Android threats seriously. Would there have been a merger and a competitive Windows-QNX OS and app ecosystem?

[Jonathan Zager, MD @jzager99]

@MoffittNews leading the way with #PHP #Hepzato treatments. We have successfully completed the first commercial use in the USA last Friday Today is pt # 2 with several more patients slated to be treated this month! @DelcathSystems @ACureInSight1 @MRFCureOM https://t.co/MNECfmq5eS

[Rowland Hansen @RowlandHansen]

@matthewherper Maybe they are preventing "gouging"?

[Rowland Hansen @RowlandHansen]

@WallStreetSilv Serious question: Is inflation lower on luxury goods?

[OSINTdefender @sentdefender]

The Brazilian Armed Forces have reportedly been placed into a Heightened State of Readiness due to a Significant Movement of Military Equipment and Personnel in Eastern Venezuela on the Border of Guyana which has recently been Detected, with Officials believing that Venezuela may soon Invade the Small South American Country in order to Annex the “Guayana Esequiba” Region which accounts for over 60% of the Nation’s Territory and has been Claimed by the Venezuelan Government.