Vulpes Bio (@vulpescap) 's Twitter Profile
Vulpes Bio

@vulpescap

B.S/PhD in Biology
Former analyst at biotech-specialist HF
Citizen of Graham and Doddsville
VIC member

Not investment advice, my opinions only

ID: 1780740764051378176

linkhttps://substack.com/@vulpescapital calendar_today17-04-2024 23:31:13

447 Tweet

400 Followers

106 Following

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$IMA $IKNA It’s like Xzibit was advising on the reverse merger and he heard we like busted biotechs so he put a busted biotech in our busted biotech

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$ATYR caveat I don’t think phase 3 trial works but 1) efzo wasn’t beaten by pbo in any ph1 arms arms - there was no diff between drug and pbo nor was there powering to see one 2) n = 20 trial of SSRIs will not show a diff even though drug works (basic powering math) I don’t

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The average American has no appreciation for what life would be like without the pharma industry (imagine dying from a scrape that gets infected) and how little it actually costs society

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The median American flexing his cognitive ability: "Fauci admitted that the Covid vaccine causes myocarditis" *posts clip of Fauci explaining that the risk of myocarditis is higher from Covid itself than the Covid vaccine*

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$ATYR My only position in this is that nobody actually ~KNOWS~ what is going to happen. I'll be surprised if PEP hits but there are some folks acting like they cannot possibly be wrong as if is SAVA, which it is not (POC trial has not been run yet). If it does hit some of these

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Is anyone else unable to use this app without repeatedly seeing videos of a motionless man get punched in the head or an innocent woman getting stabbed in the neck and bleeding out? Nikita Bier it would be so cool if that wasn’t the price of using this app

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$GOSS Also a good example of why buying good value despite a catalyst desert can make you a lot of money with no clinical risk (outside of a clinical hold). Same can be said of $STOK Do not fear the desert

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$PESI Surprised the stock isn't up more today on DOE's statement that news reports of killing the Hanford cleanup are fake news. Would expect to see a jump in the stock when hot-start at DFLAW commences around Sep 28 (assuming no delays) Here's what PESI IR emailed me: "The

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At this point why would anyone want to be president of Brazil? Bolsonaro will be the 4th Brazilian president jailed in the last 10 years. And he was stabbed nearly to death. Just sounds like a good way to wind up dead or in jail.

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$KALA What an epic run up. Just took the dub. Did like the binary at 7 but not at 19. I think there’s a relatively high PoS for what it is (POC)

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Out of undergrad I worked on the sell side and we did a doc survey asking if they preferred medical device A or B. it was like 27 to 23, so we put out a report saying that A was preferred. About $100M of market cap moved on that report. I nope'd out and went to go do a PhD lol