Pistrolas (@pistrolas) 's Twitter Profile
Pistrolas

@pistrolas

ID: 1689012547318382592

calendar_today08-08-2023 20:35:56

3,3K Tweet

34 Followers

21 Following

Intensity Therapeutics (@intensityinc) 's Twitter Profile Photo

#IntensityTherapeutics' CEO, Lew Bender, joins Pharma's Almanac's December roundtable to discuss the rise of #GLP1 therapies and their impact on the pharmaceutical landscape. Read the full roundtable: bit.ly/3YkGNfT $INTS

#IntensityTherapeutics' CEO, Lew Bender, joins <a href="/pharmasalmanac/">Pharma's Almanac</a>'s December roundtable to discuss the rise of #GLP1 therapies and their impact on the pharmaceutical landscape.

Read the full roundtable: bit.ly/3YkGNfT

$INTS
Cadena SER (@la_ser) 's Twitter Profile Photo

πŸ”΄ ÚLTIMA HORA | La Guardia Civil encuentra calcinada la caja con los votos por correo robados en Extremadura y Correos confirma que los afectados volverΓ‘n a votar cadenaser.com/nacional/2025/…

Thassico (@thassico) 's Twitter Profile Photo

$INTS can Intensity become serious 2nd contender for $NVO for their delivery compound similar to $MTSE Metsera Rybelsus acquired by $PFE? 'Intensity uses a similar molecular delivery technology to that of Rybelsus's; yet, while we have discovered compounds that could create

Thassico (@thassico) 's Twitter Profile Photo

$INTS Top 5 Best Potential Partners/Acquirers for INTS DfuseRx is an oncology-local-delivery platform, so the natural acquirers are: $BMY $MRK $RHHBY $AZN $LLY Companies with large chemotherapy franchises, Companies with intratumoral or immunotherapy synergy gaps, Companies with

$INTS Top 5 Best Potential Partners/Acquirers for INTS
DfuseRx is an oncology-local-delivery platform, so the natural acquirers are: $BMY $MRK $RHHBY $AZN $LLY
Companies with large chemotherapy franchises,
Companies with intratumoral or immunotherapy synergy gaps,
Companies with
Thassico (@thassico) 's Twitter Profile Photo

$INTS MOST LIKELY STRATEGIC SCENARIOS Scenario A β€” Partner-funded approval The most realistic near-term scenario: βœ” BMS or Merck funds: -Phase 3 completion (sarcoma) -TNBC expansion -Milestone payments -Rights-of-first-negotiation -Co-commercialization β†’ Leads to takeover

Thassico (@thassico) 's Twitter Profile Photo

$INTS MOST LIKELY STRATEGIC SCENARIOS Scenario B β€” Early Buyout After Strong Data If: -INVINCIBLE-3 Phase 3 shows clear survival benefit -TNBC presurgical trial continues showing strong tumor necrosis -Abscopal immune responses appear reproducible -Low systemic toxicity is

IREN (@iren_ltd) 's Twitter Profile Photo

The pace of progress at Childress is accelerating! Just months after breaking ground, Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, and more than 1,200 workers are active on site bringing this

The pace of progress at Childress is accelerating!
 
Just months after breaking ground, Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, and more than 1,200 workers are active on site bringing this
π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 (@agrippa_inv) 's Twitter Profile Photo

Rittenhouse Research Daniel Roberts There are 3 major flaws in your $IREN model: 1) Your CAPEX sequencing is off. With the initial 5 year deal, you are assuming that 100% of CAPEX occurs in year 0, with a 1 year delay until revenues kick in. In reality, CAPEX cash outflows (especially GPUs) happen in phases and

<a href="/RHouseResearch/">Rittenhouse Research</a> <a href="/danroberts0101/">Daniel Roberts</a> There are 3 major flaws in your $IREN model:

1) Your CAPEX sequencing is off.

With the initial 5 year deal, you are assuming that 100% of CAPEX occurs in year 0, with a 1 year delay until revenues kick in.

In reality, CAPEX cash outflows (especially GPUs) happen in phases and
Anonymous (@opdeatheaters) 's Twitter Profile Photo

The Epstein files on the DOJ website allow you to highlight the redacted text, copy it, and paste it into another document, which reveals what was hidden. You can also press Ctrl+F and search for β€œTrump ” (with a space) to see his name appear more than 600 times. #OpDeathEaters

The Epstein files on the DOJ website allow you to highlight the redacted text, copy it, and paste it into another document, which reveals what was hidden. You can also press Ctrl+F and search for β€œTrump ” (with a space) to see his name appear more than 600 times. #OpDeathEaters
Thassico (@thassico) 's Twitter Profile Photo

$INTS Forgot the essential here… high probability of partnership in Q1 with either $BMY or $MRK with onetime lump sum (~30M$+) therefore eliminating need to use the 30M equity financing and at same becoming Nasdaq compliant with the HUGE stock repricing (3-5$) $LLY $RHHBY $AZN