Adam

[Adam @sansfguy]

@chamath US Gov not going to allow $0.56 on Chinese LLM vs US LLM, especially if they poached all the weights, data from US

[Adam @sansfguy]

@immad @mercury dashboarding - have some ideas. I’d do it myself but not a dev. - would take 10x time. Would love to discuss.

[Adam @sansfguy]

@billionclubnft @wilfriedchung

[Adam @sansfguy]

@dhovekamp42 @InTheTrenches2 @PersimmonTI @JacobPlieth @themotleyfool Appreciate this article but the value of their collab with Genentech is worth $3B by itself. Even if you want to discount that to today, prob $1B. $ADAP board not going to accept a $3B deal and Genentech not going to let it go for that if they already bought in for $3B

[Adam @sansfguy]

@reilly_mcadams AMZN, AAPL

[Adam @sansfguy]

@10thbody10thbo1 @BertrandBio The press release does state Cohort 3 and expansion only. N=4 from July 2020 data cutoff in slide (1CR, 1SD, 2PD). New data from 10 months later (4/5/21) for Cohort 3 = 1CR, 4PD, xSD? =>> X=6SD. So, +5SD with 64% DCR.

[Adam @sansfguy]

@HassanAesthetic @AIMInvestor4 @NatHarooni Best option is to be long across selective names. Do like $BEAM and $CRBU best purely from tech or access to tech licenses. Grabbing prime, base and/or license shares where I can.

[Adam @sansfguy]

@HassanAesthetic @AIMInvestor4 @NatHarooni Although base editing is awesome, they would need to pay ~$10-$12B to buy $BEAM. That may be too rich for them. $CRBU better option to get exposure and licenses to everything else.

[Adam @sansfguy]

@zachcoelius @garrytan It’s significant that SF moderates and liberals are so fed up that a recall is their only option

[Adam @sansfguy]

@srqstockpicker Lily $125M cash in $RIGL with RIP inhibitor along with +$800M bio bucks but just so happens $RIGL also has a IRAK1/4

[Adam @sansfguy]

@SteelyRivers

[Adam @sansfguy]

@SteelyRivers I was wrong ->>

[Adam @sansfguy]

@avidresearch Not if you use current covid at home internet instruction as use case

[Adam @sansfguy]

@TheKendallBaker @biotechinvstr Pretty amazing. Throw in some trees and water and good-to-go.

[Adam @sansfguy]

@RNAiAnalyst Confused on the wnts. Agree latest offering has them already ITM ($3.00 strike) or close (~$3.87) and 5.5 year exp. But there are outstand ~$9 strike too. Ppl saying 12/31/21 exp. and ~$490ish strike (incorrect?). Which ones are PHIOW? Been buying <$0.75. Thks if u know.