Sevant Jepsen (@sevantj) 's Twitter Profile
Sevant Jepsen

@sevantj

ID: 1750746726745751552

calendar_today26-01-2024 05:06:10

11 Tweet

18 Takipçi

134 Takip Edilen

Patients Capital Management LLC (@pcm_bio) 's Twitter Profile Photo

$JNJ understood the homework assignment and answered question #4 in prior post. Their work isn't done but it's clear mgmt believes in strategic merits of becoming a category leader in psychiatry. Adolescents, for a variety of reasons, are developing mood disorders at an alarming

$JNJ understood the homework assignment and answered question #4 in prior post. Their work isn't done but it's clear mgmt believes in strategic merits of becoming a category leader in psychiatry. Adolescents, for a variety of reasons, are developing mood disorders at an alarming
Adam May (@a_may_md) 's Twitter Profile Photo

This might be the most important portion of the $NKTR story to understand. 🧑‍💼Analysis 1⃣: $LLY’s 🚨Erroneous🚨 analysis INCORRECT Week 12 data below: ➡️ Mean EASI reduction of 66% (18% Pbo adj) ➡️ EASI75 rate of 29% (9% pbo adj) Although the mean EASI reduction of 66% in this

This might be the most important portion of the $NKTR story to understand.

🧑‍💼Analysis 1⃣:  $LLY’s 🚨Erroneous🚨 analysis

INCORRECT Week 12 data below:
➡️ Mean EASI reduction of 66% (18% Pbo adj)
➡️ EASI75 rate of 29% (9% pbo adj)

Although the mean EASI reduction of 66% in this
Adam May (@a_may_md) 's Twitter Profile Photo

LOL. There was no way for an outsider to completely prove that $HIMS was doing the personalized dosing scam at scale. This tweet seals the deal. *If* $NVO wants to go after them legally for this (personally can’t imagine why they wouldn’t), they’ve got what they need now.