If I ever stop posting on X for over a month just assume 1 of 2 things happened: 1. Wife finally poisoned me but probably for something that was my fault anyways. 🤣 2. Grown disgusted with biotech $XBI and active management and liquidated everything into $QQQ. Either way I

$CAPR CRL was obvious if you read the STAT article (confirmed the original Citeline scoop). Let's see how the other 2 go.

Another person dies from gene therapy today (limb girdle) $SRPT. It's high time to cull many systemic gtx programs for non lethal conditions. Which others come to mind besides arrhythmia? $RCKT $LXEO

This doesn't affect $ATYR ph3 readout but recent trial in NEJM on MTX vs. prednisone is relevant. Comments/editorial say that this study supports MTX combo to lower maintenance steroid dosage. nejm.org/doi/full/10.10…

These needledicks like Vinay Prasad can't work outside of academia. They are ineffective in private practice or managed care because they have poor results or are too slow. I've seen tons of these guys in my career. They can't exist outside of the circle jerk that is academic

Anecdotal very positive story after tummy tuck from plastic surgeon message board on Sermo. Journavx $VRTX. Personally I would like to try to integrate it into a multi-modal post-op pain regimen.

If/when $HUMA bk or runs into financing issues it will be a nice bolt on for $LMAT. Long history of integration and trending towards pricey biologics like Artegraft. Recent Q showed pricing power with niche vascular products.

FDA now stands for Federal Dysfunctional Administration 😂🤣

$HUMA launch for Symvess has been very weak. Actually worse than I initially thought. Turns out when you ask real surgeons opinions outside of KOL calls you get more accurate clues to prescribing or usage. Recall all KOLs were glowing about this product.

$CAI first Q as public co looks totally different from their private years. Gross margin went from 30s to 60s, ASP up 50+%, and test volume up 22% (vol is believable). Is this real and/or sustainable? Any opinions?

August 8 DM regarding Viking readout $VKTX. Expectations were high and positioning unfavorable for this readout. The data today are not horrible but look at stock reaction. No position.