Tim Carmichael

Living the dream. No free lunch on Wall Street.

[Tim Carmichael @TimCarmichael3]

$MMM CEO Bill Brown out very positive at investor conference 💥

[Streetinsider.com @Street_Insider]

3M $MMM stock rises after CEO touts strategy at conference

https://t.co/ZjXtxarPKg

[Tim Carmichael @TimCarmichael3]

$AXSM new 52 week & all-time high. Management continues to execute on all metrics. Quite a unique company —- certainly not lost on BigBioPharmas 💥💥💥

[Tim Carmichael @TimCarmichael3]

$PFE UPGRADE —-first one in a while! $25 Price Target — PATHETIC— how’s that $42 Billion spent on SeaGen doing Mr. Bourla?

[Hardik Shah @AIStockSavvy]

$PFE | RBC Capital 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐏𝐟𝐢𝐳𝐞𝐫 to Sector Perform, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟓

Analyst sees risk/reward as more balanced after the stock's recent -11% decline, prompting a move to the sidelines ahead of key 2026 catalysts.

[Tim Carmichael @TimCarmichael3]

$TGTX PAIN ALERT —- short sellers being carried out in BODY BAGS ! 28 MILLION SHARES SOLD SHORT…….. oh no!!🔥🔥🔥🔥🔥🔥

[Tim Carmichael @TimCarmichael3]

$TGTX short sellers — 28 MILLION SHORT — are playing with FIRE🔥

[dough @semodough]

$TGTX 28 million shorts still - not sure what the bear thesis is anymore - pretty sure everyone Alex had has been checked off

[Tim Carmichael @TimCarmichael3]

$TGTX new 52 week high today. The enthusiasm from the recent updates and presentations at Jeffries & Goldman Sachs Healthcare Conferences continues to raise the company’s profile💥

[dough @semodough]

$TGTX GS expects to reach a ~$1B run-rate before end of this year,
supporting >$1B annual revenue thereafter, broadly aligned with consensus (>$1B
est in 2027). Importantly, believes that its IV business alone can
generate peak revenue multiples above where it is today, with a multi-year runway to
peak given continued share gains over at least the next 3–5 years (vs. ~20% dynamic
share today, within the ~40K patients available for new CD20 therapy per year)&peak not expected to occur until ~5 years after share stabilizes, reflecting a long tail
of patient accumulation.

[Tim Carmichael @TimCarmichael3]

6 Takeaways From the Story of How the Epstein Files Paralyzed the White House https://t.co/JWafkIk2YM via @NYTimes

[Tim Carmichael @TimCarmichael3]

Inside the White House Freakout Over the Epstein Files https://t.co/f3NG31NZm6 via @NYTimes

[Tim Carmichael @TimCarmichael3]

$CRWV $2.3 Billion in insider sales — you don’t see that everyday!

[James Chanos @RealJimChanos]

So not only have the $CRWV execs sold almost a quarter of their holdings since going public, but Magnetar has cut its holdings in half, as well…?! Lol, ok.

[Tim Carmichael @TimCarmichael3]

$CRWV oh wow —- I can a new boat!!

[zerohedge @zerohedge]

CoreWeave Founders Have Dumped $2.3 Billion in Stock Since IPO: BBG

[Tim Carmichael @TimCarmichael3]

How an ‘Impossible’ Idea Led to a Pancreatic Cancer Breakthrough https://t.co/sixb5nRHg4 via @NYTimes. $RVMD

[Tim Carmichael @TimCarmichael3]

$VKTX VK2735 certainly holds its own vs. $LLY Tirzepitide. Don’t lose track of this small cap gem —lots of value here💥

[Mufaso @Mufaso7]

https://t.co/aKV9abnslQ

[Tim Carmichael @TimCarmichael3]

$TGTX Double top breakout today. News flow continues to be very positive and excellent presentations at multiple healthcare conferences. Management comments continue to lead to accelerating revenues and earnings. HUGE short interest could be a POWDER KEG on short covering 🔥🔥🔥🔥

[dough @semodough]

$TGTX pretty clear SubQ which was next value driver for $TGTX coming into view last 2 weeks

[Tim Carmichael @TimCarmichael3]

Trump family got about $500M from crypto venture — but investors saw steep losses @CNBC https://t.co/x26AcEgJmG

[Tim Carmichael @TimCarmichael3]

$VKTX this small cap gem continues to have outstanding safety & efficacy in VK2735💥

[dough @semodough]

$VKTX looking pretty darn good After seeing Roche & AZN Data at #ADA26

[Tim Carmichael @TimCarmichael3]

$TGTX the hits keep on coming!

[dough @semodough]

$TGTX 82% of subjects achieved an MCID in their MG-ADL with a mean >4 point improvement in MG-ADL observed in Phase 1 study of Subcutaneous BRIUMVI in patients with MG (n=11)
Potential registration-directed Phase 2 trial utilizes novel sequential treatment approach designed to combine rapid symptom control of FcRn inhibition with sustained disease modification of B-cell depletion therapy
At baseline, patients had clinically meaningful disease burden, with mean baseline Myasthenia Gravis Activities of Daily Living (MG-ADL) of 8.24 (range 6 – 13) and mean baseline Quantitative Myasthenia Gravis (QMG) score of 12.0 (range 7 – 22).
Key Data Highlights:
•Consistent reductions from baseline were observed across all myasthenia gravis outcome measures over time following treatment with subcutaneous BRIUMVI
•At Week 24, 82% of patients achieved the Minimal Clinically Important Difference (MCID) in MG-ADL, defined as a decrease of ≥ 2, with a median time to MCID of 30 days  
•Overall, a mean 4.6 point improvement in MG-ADL was observed at Week 24

[Tim Carmichael @TimCarmichael3]

$CYTK company presenting at Goldman Sachs Healthcare Conference—-the story remains very solid💥

[dough @semodough]

$CYTK @GS OCM alone is 5-10 billion peak

[Tim Carmichael @TimCarmichael3]

Weight loss drug maker sinks 23% after new safety data spooks investors https://t.co/VWxVBqpRvj $ZEAL

[Tim Carmichael @TimCarmichael3]

$ZEAL $RHHBY another one bites the dust! Small cap beauty $VKTX still remains the “pick of the litter” as far as outstanding safety & efficacy in the $150 Billion Obesity market. It still looks like there are a great many BigBioPharmas with no impact in this space—-what could they be thinking??💥💥💥

[Bioinvestor24 @bioinvestor24]

$zeal Survodutide has the poorest performance of all GLP1 class. Efficacy estimand 13%
Vomit rate 45%
DC rate due to AE is 25% ( vs 6-8% with $NVO semaglutide ). Total DC rate 35%
This muscle sparing is the most nonsense I heard including from endocrinologists on this platform. Terrible molecule. Looks as expected glucagon here only adds toxicity.
Liver fat reduction will be discussed later but also poor performance and barely competitive with $MDGL drug with major tolerability issues. Not even close to $LLy tirzepatide performance ( from NEJM phase 2 )
This molecule is dead on arrival.

[Tim Carmichael @TimCarmichael3]

Taco Donny not feeling good……