not learning from the mistake compounds the problem. Gloating on an L in both the $ and the analysis is… strange. Dirk Haussecker Hikaru Nakamura

An incredible morning. Blessed and not long enough $abvx & $pali !!! More on these two and others later today after close. x.com/i/spaces/1nAKE…

FWIW WSJ never misses ( $cytk was not a miss imo, self sabotage on the finish line doesn’t count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + 1 other big takeover, maybe $cdtx ? + taco limit up. MAGICAL MONDAY 🙏 $xbi Also Biotenic ‘s Substack is the

If you’re excited about your stock’s price action today, it’s probably a shitco. That concludes today’s announcement

$INBX 11.8% hepatotox and looking to combine with irinotecan for CRC? Not so sure about that plan…

$INBX 300m per objective response %

Stock $5 cash, burns $1/Q, has no path forward for lead programs, halted due to Hy’s Law. Next catalyst will be FDA hold. Trading >$10?? Wait—MC $1.5B? People buying $NTLA today have STONES

-30% to the stone brains $NTLA FDA hold, down from $14s when this was obvious

Tragic or convenient that it occurs 10 mins into an earnings call?

$CDTX $221.5 per FT 👀 still not confirmed in official PRs. Must’ve been a heated bidding war. #2 position for me!

$CDTX 221.5 confirmed businesswire.com/news/home/2025…

Genuinely appreciated the pushback and bear perspective from BadInvestor9. We debated $CDTX re whether Ph3 was derisked & how much upside was left — super important for this place to not become an echo chamber! Thx for the stress test! 👊

Lotta words. No efficacy numbers. $ZYME A hit but how meaningful, esp in crosstrial vs Enhertu? prnewswire.com/news-releases/…

I'm gonna be sick 🤢 CDC trust heading to an all time low. #RFKjr

Markets exploding Who knew Burry’s substack would spur this much disrespect 😅

$CAPR Just gonna say the obvious. There is no p=0.05. You say that if you're rounding down from 0.05<p<0.06. If prespec 1EP was p<0.05, that's what would've been said.

🙏 The Holy Buyout Prayer of $ABVX 🙏 Our Father, who art in Big Pharma, Hallowed be thy pipeline. Thy term sheet come, Thy tender be done, On Nasdaq as it is in premarket. Give us this day our daily catalyst, And forgive us our paper hands, As we forgive those who sold prior

A prayer at the altar of Abbey Vax

$NKTR placebo numbers cannot all be correct (eg 0.7% out of n<20). Maybe they asked LLY to do the analysis?