mtrob

265 posts

mtrob banner
mtrob

mtrob

@streamtaill

Biotech enthusiast. PhD-ing, metabolic research.

Singapore انضم Eylül 2024
72 يتبع108 المتابعون
mtrob
mtrob@streamtaill·
@Sanctuary_Bio Agree, hard to play catch up on semi names now. My 2 cents is maybe worth thinking about front running the hyperscaler trade if you believe high capex will translate to EPS growth. Names like $META, $MSFT. $MAGS are 3% YTD vs $QQQ 21.3%..
English
0
0
1
218
WC
WC@Sanctuary_Bio·
@streamtaill yea. my general view is that the rally since March being narrow as it has been greatly exasperates the issues. If you are a general PM and you don't have AI exposure...you are almost certainly lagging. Hard. So if you want to play catch up which names do you look at first...
English
1
0
1
168
mtrob
mtrob@streamtaill·
Opened starter for $ABVX, pray for my stomach
English
0
0
1
520
mtrob أُعيد تغريده
R.
R.@kangrozin·
What this export centralization also reveals is that Danantara has little operational independence from the government. It functions as a large off balance sheet policy tool whose priorities largely mirror the president's strategic agenda. Danantara the SWF was dead on arrival.
English
3
55
149
4.7K
mtrob أُعيد تغريده
Dylan O'Sullivan
Dylan O'Sullivan@DylanoA4·
The acclaimed psychologist Abraham Maslow, burn this into your brain
Dylan O'Sullivan tweet media
English
29
1.6K
11.4K
193.7K
mtrob أُعيد تغريده
The Straits Times
The Straits Times@straits_times·
Prabowo’s biggest crackdown on Indonesia tycoons shocked his own officials bit.ly/4dUFWuZ
English
64
3K
6.2K
965.4K
mtrob
mtrob@streamtaill·
@MikeFritzell They will justify this by saying it’s to prevent tax evasion and strengthen domestic market. The state will skim profits off this and waste it in useless populist policies instead of tightening the budget.
English
0
0
2
389
mtrob أُعيد تغريده
Bloomberg
Bloomberg@business·
Indonesia continues to notch one grim milestone after another. The latest: losing its status as Southeast Asia’s largest stock market to Singapore. bloomberg.com/news/articles/…
English
62
2.2K
3.3K
744.6K
mtrob
mtrob@streamtaill·
$VSTM LGSOC launch seems doing well, with decently sized TAM. VS-7375 still a wild card..
English
0
0
3
334
Jonathan Faison
Jonathan Faison@jfais20·
YTD after today's trades - base hits adding up
Jonathan Faison tweet mediaJonathan Faison tweet media
English
4
0
26
8.9K
mtrob
mtrob@streamtaill·
Still like $CRNX regardless of the price action. MC: $4.04b, Cash: $1.3b, EV: $2.74b. Palsonify launch beat 2 quarters on the market with recent EMA approval and applying to market in other regions. Four pivotal trials ongoing in carcinoid syndrome, pediatric and adult CAH, and Cushing's syndrome, while $NBIX Crenessity continue to validate the CAH market.
English
0
0
5
558
mtrob
mtrob@streamtaill·
$IDYA $IMCR Kimmtrak is doing 400m/year run rate for HLA-pos mUM. mUM alone is probably valued at 1b/year peak sales. Neoadjuvant and adjuvant could add about 500m to peak sales.
mtrob@streamtaill

Like $IDYA at this stage, MC: $2.49b, Cash: $1.05b, EV: $1.49b. - Late-breaking abstract ASCO 2026 for complete data of Darovasertib + Crizo in 1L HLA-neg mUM - H2 2026 NDA submission for Daro + Crizo 1L HLA-neg mUM Still going for the whole UM space, primary (neo + adjuvant) and HLA-pos mUM trial ongoing

English
0
0
1
451
mtrob
mtrob@streamtaill·
Like $IDYA at this stage, MC: $2.49b, Cash: $1.05b, EV: $1.44b. - Late-breaking abstract ASCO 2026 for complete data of Darovasertib + Crizo in 1L HLA-neg mUM - H2 2026 NDA submission for Daro + Crizo 1L HLA-neg mUM Still going for the whole UM space, primary (neo + adjuvant) and HLA-pos mUM trial ongoing
English
0
0
0
227
mtrob
mtrob@streamtaill·
@jfais20 I sold in the 180 earlier this year to protect my gains. Thinking of getting back in during the war fiasco, alas never pulled the trigger.
English
1
0
2
49