NTLA Floods Market with 6M New Shares, Cash‑burn Evident
$NTLA looks like they ran the ATM for nearly 6M new shares since last quarterly earnings? As I expected. Absolute cash furnace. Their runway guidance was always mathematically implausible without raising like this.
Bull Slams Wedbush's ABVX Report as Terrible
Lot's of requests to discuss the Wedbush report on $ABVX today. It's a doozy. Obviously I'm a biased bull so sure, take my thoughts with a grain of salt, but this is truly, awful work from my perspective....
Future Wedbush Take on ABVX M&A Will Be Hilariously Absurd
Looking forward to dusting off some of these absolutely asinine takes from the Wedbush report after $ABVX M&A. It’ll be even funnier then than it is today. Until then, 🥱
NVO Triple G Shows Higher 24‑Week Response Than LLY
Cross trial and China data caveats, but 19.7% at 24 weeks for $NVO triple G looks quite good. Probably a few % points better than $LLY triple G at 24-week timepoint. https://t.co/ylgf4vTEOq
Investors Overvalue Cagrisema Despite
Who are the people who thought cagrisema was worth this much for $NVO? I want to find and study them. The cross trial comparison data that we already had clearly showed Cagrisema was worse than $LLY by essentially the...
NKTR’s Alopecia Areata Play: Market Misprices Massive Upside
Ok, so I have finally gotten around to writing out my updated thoughts/thesis on $NKTR. Link in this post. I'm about as bullish on the stock now as I've ever been. The document is very long (sorry, but it's free...give me...
NKTR's <1% ISR Discontinuation: Legal FUD Overblown
$NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis… The ISR brain damage done to y’all by those...
Validate Drugs Against Human LOF Genetics for True Efficacy
This principle hit OX40 hard - $SNY $AMGN $APGE What about $CRVS and ITK…? 🤔 https://t.co/gvLcqVgrpk
Rezpeg Shows Higher 1‑Year EASI75 Rates Than Dupixent
Lot's caveats to this as it's a rough calculation, but given higher maintenance of EASI75 responses on $NKTR Q12W regimen and a very similar absolute rate of EASI75 on induction when compare to Dupixent... ...A higher proportion of patients achieve EASI75...
AZN Drops Relaxin mAb, Boosting TENX over TECX
It’s going to be a bad day for $TECX as $AZN has removed their relaxin mAb from their pipeline in their earnings slides this morning. It doesn’t really affect $TENX POS, but I’d definitely call it a positive for them overall....
HIMS' Safety Scandal Ignored by Bullish Retail Investors
$HIMS is absolutely ON A ROLL …bugs in their manufacturing facility and failing to report major adverse events (3 nights of hospitalization) from their glp1 to the FDA as required by law. Of course, the company’s legendary retail investor base will...
DOJ Targets Entire GLP‑1 Market, HIMS in Trouble
Fresh CNBC interview with head of DOJ on $HIMS. Please watch this if you still think that they’re only coming for the oral. This makes it very clear they’re going after the whole GLP-1 operation. Catastrophic for $HIMS. https://t.co/57dc3L1O3A
NVO Vows Aggressive Patent Enforcement; Danes Cheer Newfound Spine
$NVO exec: "Anybody who is infringing our patents should be very, very much on notice that we take that seriously, and that we will enforce our patents.…If anybody out there thinks we will not, this should be a wake-up...
Novo Nordisk Joins DOJ, FDA to Target Hims
There you go - $NVO ***FINALLY*** going after $HIMS themselves. DOJ, FDA, $NVO all on board now. Time for $HIMS to get what they deserve.
Doctors Overprescribe Personalized Semaglutide, Raising Legal Red Flags
Oh and it’s been a while since this topic has come up, but, to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of “personalized” doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do...
Regulators Target Hims After Misleading GLP‑1 Ads
Coincidence that $HIMS has suddenly taken down all ads touting “the same active ingredient as Wegovy”? $HIMS may have finally called enough attention to their bullshit antics to get regulators to finally crack down on them. This could...
FDA Cracks Oral Semaglutide Scam; Stocks Barely React
FDA is stepping up within a matter of a few hours on the newest $HIMS oral semaglutide scam. This is a COMPLETE reversal of how the FDA has previously been (insanely) lenient with the mass compounding “personalization” scam that...
Novo Drops, Eli Lilly Rebounds—GLP‑1 Earnings Cycle Repeats
GLP-1 earnings reports playbook: 1) $NVO: Guys, it’s not looking great for GLP-1 sellers ***$NVO and $LLY sell off*** 2) $LLY: Huh? Nah we’re good. ***$NVO stays down $LLY rips*** 3) Repeat
NTLA Plunges 25% Despite Hold‑lift Skepticism
$NTLA down >25% since the cultists tried to dunk on me after the hold lift. Down >15% since the high $15s when I made the post below *before* the hold lift, saying that a potential hold lift wouldn't actually...
NTLA Rises Despite FDA Hold; Hy’s Law Remains Core Risk
Reminder that at $14 $NTLA is *already* trading higher than when the FDA hold was put in place. Novice retailers getting this twisted. There’s no “take backs” on a Hy’s Law case. That is the real problem...
CRVS Shows Promise Yet Remains Early, Uncertain
Lots of haters on $CRVS and yes the way they’ve disclosed data over time is a little iffy but 🤷🏻♂️. Active drug. New data looks solid. They ought to be able to fund the P2. They’ve got...
Out‑of‑the‑Money ABVX Calls Hint at Genuine Deal
I know (and understand why) there’s a lot of speculation around the credibility of the La Lettre articles on $ABVX M&A. I have no idea whether the reporting is legit. Could it be made up BS as part of some...
Meta‑Contrarian Biotech Thesis: Consensus Locally, Ignored Globally
Great article altogether by @KevinLMak on how he arrives at an $ABVX bull thesis as a generalist. You should read the whole thing, but the lines below are far too good not to share: 👉"The result is an unusual dynamic....
Undervalued $TENX Holds Promising 2026 Catalyst
I’ve gotten a lot of messages asking about my BioPick selection for this year, $TENX. I’ve responded to a few but don’t have the time to respond to everyone. I actually considered making $TENX an official “pitch”, but I don’t...
ABVX's P2b Data Boosts Valuation, Delay Sale
A few serious/non-memey words on $ABVX for the first time in a while. Nobody knows how much of this M&A rumor smoke coming out of France is real. A deal, if any, could be happening soon, or it could take...
ABVX Faces Unofficial $200 Bid Amid Multiple Suitors
$ABVX has an unofficial bid for ~$200/share if you believe the reporting out of France this morning, plus two more potential bidders circling. Of course, the source is reputable enough that the little old Wall Street Journal has picked...
NTLA’s 8‑K Reveals Liver Failure Death From Sepsis
Context: $NTLA just 8K'd (not a PR, hmmm wonder why) that their Hy's Law patient's autopsy showed ruptured GI ulcer and sepsis as the ultimate cause of death. Anyone saying this is not related to the liver failure is showing...
Sepsis Often Leads to Death In
Hey @grok is sepsis a common proximate cause of death in patients with drug induced liver failure?
UCB Should Demand Label Change; Sonelokimab Inferior
“THAT WILL DECIMATE THE COMPETITION” If the FDA is dumb enough to put a 29% delta on the $MLTX label, UCB should simply request a label change to include *their* P2 efficacy data on the label….where their delta was ***36%***. 36>29 for...
ABVX's UC Expansion Will Boost M&A Valuation
Prediction: High penetration of the existing UC market is one thing, but $ABVX expanding the UC market on their own will be looked back on as the key piece that ultimately took the M&A value to the next...
