Josh's team at ISI is out with another analysis this morning. This graphic shows the growing divide between the have and have nots in biopharma.

I was listening to this interview with a leading oncologist. The question was, "What causes such slow adoption of new therapies?" The answer was: "Doctors do as their trained and they don't like change. Don't fix what isn't broken." That is the paradigm new therapies face.

Any study with a 6MWT primary is always going to make you at least a little nervous going into it. Worst endpoint in biotech. Very glad to see $ALNY deliver a positive result here for this key patient population and the sector.

How the sector’s fundamentals appear to be trending lately. 1. Positive data $ALNY 2. M&A is picking up $CCXI 3. Regulatory looking better $SRPT 4. Nice earnings reactions $MRNA Pretty good few days in bioland I’d say!

Asked about the chances of CAR-T in solid tumors, Dr. Park makes a very good point. We’ve done a bad job of patient selection. Designing the right therapy is difficult enough, while treating a late stage patient in solid tumors makes success extremely difficult.

I am giving away as many as 9 TaylorMade Golf Stealth drivers. Depends how many fairways I hit here. My right fairway edge was actually the red tent but you get the gist. Make sure you’re following TaylorMade Golf & Fore Play & RT to win.

Truly, the most-evergreen biotech analyst quote.

Holiday gear gifting comes early! Found two uncut Mitsubishi Kai’li White shafts in the golf closet — and I’m giving them away. Simply RT and comment 60S or 60TX and I’ll randomly pick two winners on Friday. Only need to be following this account to be entered.

All the boys were down at the Kingdom swinging the new #Stealth2Driver from TaylorMade Golf and we only felt it was fair if you got the chance to swing one too! We are giving away 5 Stealth 2 drivers. To enter, you must follow us, TaylorMade Golf, and retweet this post!

Best Friday of the year. 🟢⛳️🟢

CARTITUDE-4 details released in EHA abstracts. HR of 0.26, ahead of expectations and well ahead of 0.49 HR in KarMMa-3 (*not perfectly comparable*) CARVYKTI remains one hell of a drug $LEGN $TSVT

On the floor with jimmy chill #CMT50

It’s about time biotech traded up on good news.

Blue Angels waiting on y’all…

Let’s go Joey. American HERO

Jimmy Dunne fielded questions from a Senate subcommittee on Tuesday. golf.com/news/senate-he…

Missing the Ryder Cup so much I might just toss on some commercials to watch

ELECTRIC ⚡️ Trocheck cellying with all of the fans!

The young #DMD boy death from $PFE trial is tragic & the DMD community is shocked. But some are trying to put $SRPT in the same basket, trying to delay #Elevidys from patients who are in acute need to stop muscles waste! $SRPT has treated over 400 patients & with a very