Ah man, today sucks. 🥺

investor.insulet.com/news/news-deta… Wow, that was a quick review. Interesting to see what a salesforce can do now that it's on label. $PODD

$PODD was a steal in after hours yesterday. $DCTH was a steal on the post earnings dip. More on this (and 12 other companies) in your email box on Thursday. :-)

One year ago we were in the ICU of Phoenix Children’s and Mason was diagnosed with T1D. It’s been the longest year of my life but we are making it somehow someway. Closing replies but just wanted to say thank you to all who sent nice msgs then. It was appreciated. Onward!

8,868 words in your email tomorrow at 7am ET. 😤 Although full disclosure like half of it is quoted text. It's a new format and I had fun with it. Hope everyone enjoys it and, if not, it's free so whatever haha.

My new newsletter covers $EOLS, $EXAS, $FULC, $VNDA, $VIR, $DCTH, $AVDL, $CHRS, $PODD, $CMRX, $ARQT, $CELC, $MDWD, $SCPH. It's probably unlikely you follow all 14 so maybe there is something new to learn. If you do you are a Certified Sicko™️please DM to be friends

Fun Fact: ASU hired a former activist investor as their Women’s Volleyball coach after a 13-19 season. The team proceeds to go 28-7 his first year, reaches the Sweet 16, and he wins PAC-12 coach of the year.

ICYMI, reading for your 3-day weekend. (And all the commercials during College Football games.)

There's a spirit of Verhoeven in this post: celebrity and commodity worship in the background violently juxtaposed with an innocent guy getting pancaked in the foreground, completely ignored by the poster. It's cruel, and unsubtle, and extremely funny in a despairing sort of way.

Spent two hours of this beautiful holiday weekend writing up my monthly Top 10 positions update. :-) Tuesday 7am ET. Hope everyone is having a good one!

Definitely a bummer for all, but mostly patients who deserved a therapy. Missing on all endpoints is pretty grim. If you want to retroactively find a red flag the constant turnover of C-suite people in the last few years was probably the issue I struggled with most.

“This is the first IPF phase-III-trial in a decade to meet its primary endpoint"