Friend of Freedom 🇮🇱 ✡️

Investor

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

$LQDA
$UTHR sales rep board:

"...our device is high resistance/ high effort. i have so many dpi failures it aint funny"

"If dreamboat is better than Liquidia device how come patients seem to love the Liquidia device. All my customers say its 'no problem'. We are screwed"

[Adam Fisher @AdamRFisher]

The South lost the Civil War. Then it won the story.

For a century, the “Lost Cause” narrative turned a rebellion to preserve slavery into a noble tragedy, violent restoration into resistance, and defeat into inherited grievance.

The Nakba narrative is its modern parallel. 🧵

[Matt Taibbi @mtaibbi]

Today’s NYT editorial on Father’s Day is an all-timer. Again, don’t know where to put it on the funny-vs-horrifying axis: https://t.co/oCQhSr2nJB

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@psaibuhr @PersimmonTI @Bloomberg Too soon

[Charles Gasparino @CGasparino]

The oldest racial trope in the world is how all our problems can be blamed on so-called "money men" aka Jews looking to sow discontent. It's vile, and idiotic, which is why Im not surprised who is spreading such BS

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@financebully @cluelessbio Could is Jaki for induction, rezpeg for maintenance. Just a thought

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@financebully @cluelessbio I'm less interested in betting on a near term buyout than what this acquisition implies for the opportunity if rezpeg succeeds

AtD is worth $100/sh if it's only 30% as valuable as a pre p3 $apge + $40 cash + AA + $lly. Gets to $150-$200

Legal is upside, not a deal block

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@cluelessbio Great points...so why didn't $abbv buy $nktr?

I suppose they still could. Why is $apge the better horse tor ride?

Maybe they just want more sales $. Less concerned about buying something for great value.

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@Andre_AGTC Right so you take the EV of $apge ($10bn). Apply a discount, say 65%. That gets you to about $100/share ($3.5bn) for $nktr. Then add back the $40/share cash ($1.2bn). So $140. Then AA ($25?), then lly litigation ($15?). Gets you to approx $180/share

[Shuan Rose🇯🇲🌎🇺🇸 @shmr50]

The problem with Mamdani is not that he criticizes Israel. The problem is that he criticIzes no one else. His wife's country is ruled by an Islamist dictatorship that persecutes minorities. I've not heard him say a word against them, Sudan, Afghanistan, or Pakistan. How come?

[Mickeychiku @mickeychiku]

$ABVX

Basic regulatory process to keep in mind:

Per compliance requirements for reporting unexpected events (not listed in IRB), Investigators would have reported unblinded Malignancies to Abivax within 24 hrs of finding and then Abivax (or their contractors) reporting to FDA within 15 days and then FDA deciding whether it’s drug related. Then Abivax submitting aggregate reports with stats of all events combined and FDA checking against background rate. Independent DSMB doing the same. Nothing (I.e. clinical hold or protocol amendment) came out during 7 year trial is reassuring. JAK malignancy was added to blackbox with other significant AEs of multiple organs after sufficient class wide post-market surveillance data (9 years after Xeljanz approval in 2012) of multiple JAKs and thorough investigation that its drug attributed. Linkage with Obe isn’t established nor there is sign it might be established in future based on its pharmacology.

It is also common sense that if FDA will start issuing black box for having refractory & severe patients in trials for having non drug related events, no one will ever enroll these high risk patients to their trials and most vulnerable who needs this the most will be left out. That’s not how regulatory system works. Not in US FDA not anywhere else in the world!

* My views only. No financial advice

[StopAntisemitism @StopAntisemites]

Boulder, Colorado - an eighth-grade Jewish student at Southern Hills Middle School was strangled with a cord while being called a "stupid k*ke, according to a newly filed civil rights complaint.

The student endured months of antisemitic abuse, including physical assaults, Nazi salutes, "Jew tag" games, and classmates telling him Hitler should have finished the job.

Police referred one attacker to juvenile court for assault.

The school's response?
Move the Jewish student to a different study period and have him leave class early to avoid being attacked in the hallways.

The adults who ignored the daily torment of this Jewish child should be terminated and never be allowed to work in education again.

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@wz2013 Need to include AA indication value as well $nktr

[Eyal Yakoby @EYakoby]

BREAKING: Israel publishes a full list of Hezbollah ceasefire violations.

June 18th:
10:06 - 1 Explosive UAV
10:56 - 4 Rockets
11:49 - 4 Rockets
11:58 - 13 Rockets
12:18 - 1 Explosive UAV
12:24 - 2 Rockets
17:04 - 1 Rocket
17:13 - 1 Explosive UAV - 4 injured
17:37 - 1 Rocket
17:38 - 6 Rockets
17:42 - 2 Rockets
17:46 - 2 Rockets
17:48 - 17 Rockets
17:55 - 2 Rockets
18:02 - 2 Rockets
18:07 - 1 Anti-tank missile
18:13 - 3 Rockets
18:26 - 3 Rockets
18:27 - 3 Rockets
18:34 - 2 Rockets
18:50 - 5 Rockets
18:52 - 2 Rockets
18:58 - 3 Rockets
19:16 - 5 Anti-tank missiles
19:36 - 2 Rockets
19:38 - 45 Rockets
19:53 - 1 Anti-tank missile
19:56 - 2 Explosive UAVs
20:14 - 1 Explosive UAV - 1 Injured
21:22 - 1 Explosive UAV - 4 killed
21:28 - 1 IED
22:27 - 1 Rocket
23:36 - 2 Explosive UAVs
23:36 - 2 Explosive UAVs

June 19th:
00:03 - 1 Explosive UAV
04:09 - 3 Rockets
04:40 - 1 Rocket
05:01 - 1 Anti-tank missile
08:33 - 2 Rockets
09:55 - 2 UAVs crossed into Israeli territory
10:53 - IED found in vicinity of forces

Will the media report this?

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@seedy19tron @FT I think these sales numbers are low but get to the same place $/AtD

Another frame to value $nktr AtD is 30% pos and 50% sales discount to $10bn EV of $apge deal = $3.5bn EV AtD

AtD $100/sh + AA $25? + cash $40 + $lly $15 = $180

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@seedy19tron @tomcvegas The question is why didn't they buy $nktr for $100? 1/3 the price

[Friend of Freedom 🇮🇱 ✡️ @sleepingbear84]

@seedy19tron There's no placebo. I don't even think the data are blinded, so they should have a good sense

I hear you re: "guidance"

I continue to be surprised how skittish the market is on this. We probably find out next week how much this matters

[Matt Walsh @MattWalshBlog]

This is approximately a million times worse than Epstein. It’s not even remotely close. The scale. The nature of the crimes. The powerful institutions implicated. And yet something tells me that many of the Epstein obsessives will have nothing at all to say about this.

[Geiger Capital @Geiger_Capital]

Let’s be clear…

UK leadership allowed ~250,000 little girls, their nation’s daughters, to be abused and gang raped by Pakistani-Muslims to protect their policy of open-border multiculturalism.

There should be Nuremberg-style trials and executions for those involved.