STAT news & Endpoints don't really know what the difference between the two are.

Can anyone help me understand why $ORIC is worth $1b, whereas $CORT is barely worth more with a drug doing $375M/yr, and more experience in the cortisol modulation area?

Can anyone explain why $MRTX is not reacting at all to the disclosure of no efficacy outside of NSCLC and maybe CRC, from AMG510?

Can anyone explain to me why $NVTA is up 37% after over paying for ArcherDx, $1.4B for $60M in rev, albeit for a decent company. Please... Anyone...

$MOLN +30% thank you Biotequity Hedgeye

$tcrr looks like the company disclosed that the ovarian cancer patient already progressed... by way of a note from Leerink... got to love those "explanatory" notes to re-assure investors

Can anyone explain to me why plopping a YTE on a mAb is worth $3B? $APGE

What's the bear thesis on $JAZZ at this valuation ?

Think that anyone that is dip buying broad markets right now is completely insane, prices are only back to Jan 2024 levels.

$BHVN anybody know whats happening?

Anybody have a bear thesis on $CORT after the ovarian data and lack of RTF on relacorilant?

So, Vinay bring appointed makes GT stocks drop 20-30 percent, while him publicly stating that RCTs are not always necessary in rare disease results in absolutely no move. Why biotech, why...

Yes, M&A! Means AKRO and ETNB are super cheap just like ALPN and KDNY takeouts are uber bullish for VERA

Yes. M&A with 180% premium. XBI should be up 5% on this bullish news.

To anyone following it, what is the bear thesis on $DNTH? Seems like a no brainer long, given Enjaymo validation on safety and efficacy comps from both rili and the C5s?