Vivek Mishra

[Vivek Mishra @vivekm01]

@Biotech2k1 Where does $SMMT fall into the realm of things having licensed from China? Any possible claims on IP of the licensed drug?

[Vivek Mishra @vivekm01]

@DrMShujat I disagree. In fact that was the first step I followed in intermittent fasting. Breakfast was the first thing to go out of the window. First meal comes in at 12 noon. Of course if things go crazy at that time due to lack of control, all bets are off. Helps to have a game plan!

[Vivek Mishra @vivekm01]

@TheWiseIC @oguzerkan That is the growth opponent of $TRIP.

[Vivek Mishra @vivekm01]

@TheWiseIC @oguzerkan So, specifically viator business is in peril due to agentic AI presence? Growth should show tapering to support the thesis? Asking!

[Vivek Mishra @vivekm01]

@given2tweet Did they discuss accumulated interest separate from the amount the mediators negotiated between the two sides or the whole thing gets negotiated as a lump sum?

[Vivek Mishra @vivekm01]

@DmitryKovalchuk Nice to see you back in $AUTL. Pls share any research/insights pertaining to this biotech. Last qtr was a turnaround! Autoimmune can be huge!

[Vivek Mishra @vivekm01]

@BMY_DESlGNS p

[Vivek Mishra @vivekm01]

@given2tweet @TheMightyForego Consolidation of 2 cases should be the next step? Alignment will make life easier for the judge. Both items, Standing and Statute of Limitations, in the 2nd case will have new life now.

[Vivek Mishra @vivekm01]

@Agent0088156721 @BioBoyScout $200 M was the price paid, kind of high in my mind, but they justified it with 4 months of orders.

[Vivek Mishra @vivekm01]

@given2tweet I often see chatgpt assign probabilities to outcomes - seemingly adds authority to input. Wonder what they are based on and how sound are assumptions underneath. If there are 3 possibilities, starts out with 0.33 for each and based on what it finds, changes them, to add up to 1?

[Vivek Mishra @vivekm01]

@given2tweet @joshjames Please find out if he is ready to work his magic like he did with Omniture, eventually selling it to Adobe for a pretty penny. Word is he still may have it in him and he owns 10% of this shell! I will have my ear to the ground

[Vivek Mishra @vivekm01]

@given2tweet @joshjames Thanks for sharing! Would you be a buyer at < $4 if you were not already loaded with this stock given the ability to sell calls at $5 at this time? Or wait till more info comes out?

[Vivek Mishra @vivekm01]

@given2tweet What is next?

[Vivek Mishra @vivekm01]

@Biohazard3737 Reasons fall along these lines:

Based on survival modeling, delay in event 80 is from test arm

Historical control survival in AML CR2 is poor

Publicly disclosed milestones difficult to reconcile with a completely ineffective treatment(although they do not prove efficacy)

[Vivek Mishra @vivekm01]

@given2tweet @joshjames That is what I meant, buyer may have a condition of no public disclosures till they reach a point

[Vivek Mishra @vivekm01]

@given2tweet @dcblocher @joshjames They could have a covenant not to talk till the deal is final final.

[Vivek Mishra @vivekm01]

@given2tweet Would putting the documents thru AI for verification been helpful? Since you are analyzing I want to learn as well. Have you used it this tool for such work?

[Vivek Mishra @vivekm01]

@given2tweet It held charge for one year! WOW things have changed…

[Vivek Mishra @vivekm01]

@tomcvegas $SNOW must need $DOMO share price to go up before the announcement so takeover doesn’t sound outrageous to its shareholders?

[Vivek Mishra @vivekm01]

@Corona_N_Lyme @alex__pitti @DumbaJohny No pharma collab yet for this drug yet for $AUTL since FDA approved

[Vivek Mishra @vivekm01]

@Corona_N_Lyme @alex__pitti @DumbaJohny The original thesis behind $AUTL investment is working. They have a plan to turn cash positive from existing approval on the approved indication. It is time to think about a much bigger market with the same product - the autoimmune disorders, safety profile already established…