Setlist Capital

Asymmetric Opportunities

Opinionated. Proprietary. Traceable.

NFA

[Setlist Capital @SetlistCapital]

Setlist Capital. Hedge Fund & VC Memos + Asymmetric Opportunities. Philosophy linked below.

https://t.co/v27nMmPu4r

[Setlist Capital @SetlistCapital]

@andresmoro1 Appreciate the tip

[Setlist Capital @SetlistCapital]

$CRBU it was a mere 3 years ago to the week we saw a 7 handle on the stock price. Might history rhyme?

[Setlist Capital @SetlistCapital]

@ChicoMendes87 You hear this, Rach?? The patrons are seething

[Setlist Capital @SetlistCapital]

@ahenryokc @Dadbod4evah Enjoying the Simon & Garfunkel treatment for now

[Setlist Capital @SetlistCapital]

All quiet on the frontlines $CRBU

[Setlist Capital @SetlistCapital]

🤷🏻‍♂️

[Setlist Capital @SetlistCapital]

Seems like the most activity from company leadership since I've been following $CRBU - good obv that CEO is road showing. Is a deal done, is one on the way, is this all a bluff? Speculate, speculate, speculate...

[Setlist Capital @SetlistCapital]

@ChicoMendes87 Would be cool. Interested to hear from some more trading-focused folks on that spike at EOD in vol. Seems odd

[Setlist Capital @SetlistCapital]

@ahenryokc Who knows what will happen with this bunch. Really nice opportunity in front of them

[Setlist Capital @SetlistCapital]

@zynaftersex Try JOEYs - https://t.co/6eOBgh1eU3

[Setlist Capital @SetlistCapital]

@eldermember @CaribouBio Certainly in the right room w the right folks

[Setlist Capital @SetlistCapital]

Failure to get a deal done should be viewed as a catastrophic failure $CRBU @CaribouBio

https://t.co/BcBMau8dsW

[Setlist Capital @SetlistCapital]

@eldermember @CaribouBio Yep - should’ve been a bit more clear. Initial post was in reference to their ability to get a deal done in the near term while they still maintain relative negotiating power

[Setlist Capital @SetlistCapital]

@CaribouBio The EHA readout was far from perfect, but all things considered a major step in the right direction and quite impressive. Remember we're trying to cure cancer here.

IB guys probably frothing to get some form of a mandate, whether M&A or D/E

[Setlist Capital @SetlistCapital]

@ahenryokc @PatternNotes @CrisprGlenn @dadbodfamilyguy Long term bulls prob will keep some sanity by not checking on $CRBU until end of Summer…unless you’re increasing share count

[Setlist Capital @SetlistCapital]

@CrisprGlenn @ahenryokc @dadbodfamilyguy @PatternNotes Not entirely macro - (2.8, NE) along w severe infections rightfully has magnified the complexity of curing cancer

[Setlist Capital @SetlistCapital]

@eldermember @ahenryokc @dadbodfamilyguy Embargo lifted but didn't update any data - if we could read we would've seen the last sentence of each abstract stating 'updated data will be presented'

[Setlist Capital @SetlistCapital]

Key Timeline
6/11, 2AM ET
What to expect: The Data Drop - EHA embargo lifts. $CRBU should immediately issue a comprehensive press release on their Investor Relations site with full data tables. Online EHA abstracts will update with final numbers. 6/11, 4AM ET: Pre-Market Trading Opens.
6/12, 11:15 AM ET Live Presentation. Dr. Schuster presents the vispa-cel data live. Slides released, live Q&A session.

[Setlist Capital @SetlistCapital]

Since we're still riding the $CRBU wave - CEO said "more of the same" on results will "be a success" on the follow up data in the JEF fireside today. Mkt should expect consistent to a bit below where last #s were - maybe she's conservatively posturing? Come back next week to see