239862

@DrSamuelBHume High chance they will acquire $EQ after phase 1 data in 2027

Eli Lilly acquisitions in 2026 Who's next?

@A_May_MD Do you think the enteric coating will be enough for the EQ drug to not cause any safety concerns?

How YTE longs talk when they’re telling you how harrowing it is to self administer a painless at home subcutaneous injection:

@RattPack @Logic301 @G_Eazy the washed up tour

THE ENDLESS SUMMER TOUR PART II @Logic301 @G_Eazy

@Sheep_Esports Need to test their testosteron levels should be near 0

T1 Faker 🇰🇷 performs his iconic 2015 "Faker roll" in front of the home crowd at the T1 Home Ground event

@drewlevin Please unban my account that was banned 8 years ago. I still refuse to let it go. It was my first account. It has alot of value to me

we've gotten a lot of flags from folks over the last few months about a persistent network of chatbots that were spamming people with friend requests with the ultimate goal of directing them to discord and then onlyfans. we think we've degraded their operations almost entirely.

@lamegff And your hymen is absent, ho.

my steak too juicy my lobster too buttery my mega milk canons are too ginormous

@lamegff No way her hymen is still intact, no way

feet <3

@MartinShkreli @SimoneSyed Shkreli hitting on some broad on twitter, respect

@SimoneSyed You are correct as usual

Will I get cancelled for saying that I don't think UFOs are real

@RohanKarMooN Death stranding

Something whose legacy is only tiktok edits and video essays.

@GMHikaru @seedy19tron Look into $EQ

@seedy19tron Amazing!!

$nktr this is awesome!

@fireworkstrades @BioStocks It means that $EQ made RA's restricted shares (which they got for $35 mil) TRADABLE. It means they are able to sell it. It does not mean they ARE selling them. This is normal PIPE stuff

@Change8765432 @BioStocks then what is it? what does files to sell mean?

$EQ files to sell 18.9M shares of common stock by selling stockholder RA Capital

@fireworkstrades @BioStocks No... bruh

@BioStocks ? Are They selling there shares which they recently bought? $EQ

@Biotech2k1 Why buy $abvx for 20 billion when they can buy $EQ for 1 billion?

I love that $LLY is buying everything but the one company BioX keeps pumping for it to buy lol.

@megqtxo You're starting to get old and irrelevant, its time for you to do porn Meg

@financebully What about now? Pussy

$1.90 on 8/22 to 0.96 today. not surprised. $eq

@dpmlol Words cannot describe how much i hate ahri players

Most played champions on each role in solo Q 📊

@JoopdeKnecht @grok @zerohedge Nigga thanked ai

@grok @zerohedge tnx

*ITALIAN EXIT POLLS SHOW MELONI FACING NARROW REFERENDUM DEFEAT

@MartinShkreli @somewheresy Is the peptide debate still today?

@somewheresy why compound anything? just get an rx lol

there's a big difference when speaking about "peptides" (GLP-1s you compound yourself) or "peptides" (all the other stuff that exists on a spectrum of snake oil to cancer juice to completely effective)

@MartinShkreli @wager_monster I saw you write this tweet on stream, I WAS THERE

@wager_monster one creates tremendous value for society, one destroys it. how dumb can you be?

The pharmaceutical patents have to be banned. There is no other way.

@augurbio you're not that guy jeremy, nobody cares

Another portfolio update! Added: $SPRB (l), $QURE (l), $LRMR (l), $ALDX (s) Unchanged: $BBIO (l), $SLNO (l) Closed: $GOSS (s), $QURE (s), $CRNX (l) Some developments since my last update. $SPRB I took a small short, then flipped long again around ~$55. At my new average, I see very little downside. This is an incredibly rare indication with not many treatment alternatives, and $DNLI PDUFA should read through. Holding out for that as well as the Q4 filing. There is also the possibility of another Shkreli pump…but that’s not exactly part of the thesis. Some dilution risk here, but in the 50s I couldn’t pass it up. This could be a $100+ stock by the end of the year. $QURE is strictly regulatory now that Prasad is out. I still don’t believe the drug works, and I still maintain some doubts about how much Prasad’s departure will affect it. However, the stock is beaten down to a point that any positive news will send it flying. If the FDA makes any change to their decision, even if only a willingness to review the data…that will likely be enough to move price significantly. This one is purely a regulatory gamble and again, has nothing to do with efficacy of AMT-130 or fundamentals. Proceed at your own risk. $LRMR is another one that caught the Prasad ouster pump. Recently it dipped below offering price and I took the opportunity to enter. Single asset company focused on FA, but would become the only truly disease modifying treatment on the market if approved. I have some doubts as to whether this would work in an RCT, but with the slew of designations (START included) I think we will see a conditional approval. By the time any further efficacy proof is required, I intend to be out. $ALDX The FDA typically asks for more data when a major risk needs to be addressed. They had two data sets, and have characterized it as the FDA asking them to submit ONLY the positive data. This is unlikely to be true, and if the FDA is now asking for more, that leaves them with only a negative data set (their words) to submit. I don’t see how this new information will lead to anything but a CRL. $GOSS and $QURE shorts went well and have been closed. My unchanged positions $BBIO and $SLNO still maintain their long term theses, but unfortunately $CRNX did not make the cut. In the current environment, I decided I didn’t want to have too much money wrapped up in launch stories. The play here for me moving forward is continuing to hold a majority cash and focusing on binaries while macro/geopolitical pressures work themselves out. Biotech is likely to get hit hard as a speculative sector, and I’d like to minimize my exposure to that possibility as much as I can. As always, thanks for keeping up with me, and I’m always looking for new stocks and new topics to explore if anyone has ideas to share.