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Let this hang in here x.com/adamfeuerstein…

Seeing the sellside pay quotes I withdraw my comments on the schizophrenogenicity of their jobs. All clear. Just one direction. Reality is irrelevant relative to 4m

expected, but fun clear correlation between XBI/NBI delta peaks and change in sentiment. If still applies, does not look like ready to go up yet at all.

If I were a dictator of a rogue state in the age of 7-figure GTx costs, I quite certainly would have evaluated a biz case of building up a biomed facility to fly people to my tropical paradise to administer my artisan brewed lentiviruses for half the price.

Jab this egg up your vein baby! Back in drosophila days we pondered over engineering flies with cannabinoid synthesis pathway in. Never did. Arabidopsis would have been better

I actually wonder how Vinay feels about creating a breed of “came from the industry- can’t be good” people. It’s just one step away from anti-vaxers, really.

When I grow up, I will start Understatement Therapeutics LLC, and my PR policy will be „Not too bad a readout at all“, and a „not quite positive“ for otherwise

Researching flu vaccine mkt heard an interesting reason for low jab adoption among nurses in a certain country: „you won’t take away from us THE RIGHT TO BE SICK!“

Milestone paper ncbi.nlm.nih.gov/pmc/articles/P…

seeing $bmrn tweets on the $amrn day makes me wish that when i grow up, I will start a $cmrn ticker company. Seeyoumarine biosciences for example.

I have just received an iPS cell gene esiting spam. The world is new and brave

Ah c'mon, even if CRL would have been good fun and generally an Xmas, where ZS would have messed up as much not to get an acute label? $RLYP

my gut telling me Epclusa estimates too pessimistic. gt2/3 warehouse must be very active. 10% of Harv/Sov 1st launch Q feels too low. $GILD

And now some properly important research. hindawi.com/journals/isrn/…

the job of a pre-comm biotech sell-side analyst consists of assembling a set of defendable assumptions to make a price target 2x the current

@DocDjensen Мистер Кристофер Нолон Гений а не приапулида?

to confirm my thesis that by default a sell-side analyst sets a biotech TP as 2x of the current, Needham initiated $ALDR at 36

I remember being crazy excited about PTCT when they were private. I remember going through aTyr papers taking it serious. Now i can't find out what PTI-428 is, and can't help but feel these guys are going the same path

4.5B for a p1 company reporting great data in a 200M indication sounds very good indeed $BPMC

$BPMC and $LOXO combined valuation is 8B now. RET prevalence in NSCLC is optimistically 10% of EGFR. EGFR NSCLC TKIs made 3B in 2017. $RXDX was taken for 1.7B. Just sayin'.