. @biot_notes

biotech New York City Joined May 2013

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. @biot_notes

a month ago

To anyone following it, what is the bear thesis on $DNTH? Seems like a no brainer long, given Enjaymo validation on safety and efficacy comps from both rili and the C5s?

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. @biot_notes

4 months ago

Yes. M&A with 180% premium. XBI should be up 5% on this bullish news.

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4 months ago

Yes, M&A! Means AKRO and ETNB are super cheap just like ALPN and KDNY takeouts are uber bullish for VERA

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4 months ago

So, Vinay bring appointed makes GT stocks drop 20-30 percent, while him publicly stating that RCTs are not always necessary in rare disease results in absolutely no move. Why biotech, why...

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. @biot_notes

4 months ago

Anybody have a bear thesis on $CORT after the ovarian data and lack of RTF on relacorilant?

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. @biot_notes

4 months ago

$BHVN anybody know whats happening?

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. @biot_notes

5 months ago

Think that anyone that is dip buying broad markets right now is completely insane, prices are only back to Jan 2024 levels.

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. @biot_notes

a year ago

What's the bear thesis on $JAZZ at this valuation ?

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. @biot_notes

2 years ago

Can anyone explain to me why plopping a YTE on a mAb is worth $3B? $APGE

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5 years ago

$tcrr looks like the company disclosed that the ovarian cancer patient already progressed... by way of a note from Leerink... got to love those "explanatory" notes to re-assure investors

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. @biot_notes

5 years ago

$MOLN +30% thank you @biotequity @Hedgeye

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. @biot_notes

5 years ago

Can anyone explain to me why $NVTA is up 37% after over paying for ArcherDx, $1.4B for $60M in rev, albeit for a decent company. Please... Anyone...

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. @biot_notes

5 years ago

Can anyone explain why $MRTX is not reacting at all to the disclosure of no efficacy outside of NSCLC and maybe CRC, from AMG510?

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5 years ago

Can anyone help me understand why $ORIC is worth $1b, whereas $CORT is barely worth more with a drug doing $375M/yr, and more experience in the cortisol modulation area?