TO.Bio

1K posts

TO.Bio

TO.Bio

@TO_BioInv

Bio investments

Se unió Eylül 2020
202 Siguiendo106 Seguidores
TO.Bio
TO.Bio@TO_BioInv·
@Biomaven According to Bloomberg this morning, investors are offering money at 800b valuation. Previously completed offering was 380b in Feb.
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Peter Suzman
Peter Suzman@Biomaven·
@TO_BioInv I'd guess the Sept 2025 Anthropic valuation of some $180 billion. But when they IPO it's going to be 5x that or more.
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Peter Suzman
Peter Suzman@Biomaven·
I think the bloodbath in software stocks is way overdone at this point. Many will actually benefit from AI, both by way of reduced headcount and by way of more sophisticated offerings. I can't say I have the detailed understanding of all the stocks in the sector to best understand what to buy now. Suggestions? (I did just buy some $NOW and own $NET)
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noci
noci@nociFTW·
@TO_BioInv Of course. I’m not convinced either way. But I would have been more hopeful for Acacia if the biomarkers in Odyssey looked worse $cytk
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noci
noci@nociFTW·
So we know that mavacamten had broad positive effects on heart biology in the Odyssey trial; yet the functional outcomes missed. Its not easy to find the good argument why things would go different for afi ... $cytk $bmy
noci tweet media
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TO.Bio
TO.Bio@TO_BioInv·
@nociFTW I don’t think it’s beside the point because it directly affects dosing and patients ability to stay on the drug which was an issue in odyssey. It could be a myosin inhibitor is not helpful for nHCM but we don’t know that with certainty until Acacia reads out.
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noci
noci@nociFTW·
@TO_BioInv I don’t know. But it’s beside the point. The question is; if a drug leads to the desired improvements of the valid biomarkers without corresponding improvement in outcomes, what is your confidence that another med doing the same will yield a different result $cytk
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TO.Bio
TO.Bio@TO_BioInv·
@Biomaven I pulled the two quotes from the earnings transcript
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Peter Suzman
Peter Suzman@Biomaven·
@TO_BioInv The $ZM stake in Anthropic might be worth in the region of $30/share (assuming Anthropic IPOs at $1 trillion). Can't tell exactly because don't know the dilution subsequent to their initial investment.
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TO.Bio
TO.Bio@TO_BioInv·
@Biomaven “This is due mainly, of course, to the change in the valuation of Anthropic after their last round. Look, we have a minority stake, but Anthropic is a critical partner. Zoom has long standing, talked about our federated approach to AI and Anthropic is key to our road map “
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TO.Bio
TO.Bio@TO_BioInv·
@Biomaven “Zoom has a Zoom Ventures Fund that we use to strategically invest in tech that we feel like is important to Zoom. And you'll see the total balance of that $1.6 billion. And in Q4, you'll see a gain of $532 million pretax.”
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TO.Bio
TO.Bio@TO_BioInv·
@Biomaven I can’t say I am the right guy to be picking or recommending software stocks, but one to consider is $IOT. It’s has a component (e.g sensors) then can leverage AI for all the data that is collected.
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TO.Bio
TO.Bio@TO_BioInv·
@DeepSouthDoctor I assume they are planning a raise AHs based on the price performance today
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Keith Abrams
Keith Abrams@DeepSouthDoctor·
$IDYA - couldn't resist. Sold at $37+ earlier this morning, re-bought at $31+ later this morning. Trying to take advantage of seemingly irrational biotech market. May flip short-term or hold long-term. Pipeline is impressive, and they have a clear path to commercialization.
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WC
WC@Sanctuary_Bio·
figure I can gauge it better post-readout. Looks ok IDYA I identified as interesting 3 years ago. No position as I thought positive readout was expected. But that was an option too RVMD was just pure quality and that's just in the last two weeks
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WC
WC@Sanctuary_Bio·
like these are just my experiences in the last two weeks I haven't done any DD in large caps/BP in like 5 years or so, but that's a skill you don't forget. See a bunch of posts about NVO. Take a look at it, draw on my experience, and agree that it is a compelling lg idea
WC@Sanctuary_Bio

@damianplayer it's only surprising to people outside of biotech tbh. Biotech is a stock-pickers dream on both long and short side. There are so many levers you can use at any time. And this is amplified with price actions that are often exaggerated both ways

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TO.Bio
TO.Bio@TO_BioInv·
@Drchik23 I don’t think a subpar study design by REPL has much to do with PRAX and others
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Joe
Joe@Drchik23·
$repl going to get destroyed Q is how do they push this through now and then what does this mean for others? $iova $qure $prax Is fda back to being rigid?
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zyx
zyx@zyx60869406545·
$VRDN where is the result? 😭
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TO.Bio
TO.Bio@TO_BioInv·
@semodough Nice to read that an analyst thinks a superior drug can be competive with a generic....
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dough
dough@semodough·
$BBIO JPMORGAN 26 page survey BridgeBio $BBIO): Survey Says...Attruby Well Positioned For Near- term Growth & Can Be Competitive With Entry of Generic Tafamidis
zohm@zohmbastic

$BBIO JPMorgan analyst Anupam Rama raised the firm's price target on BridgeBio to $94 from $89 and keeps an Overweight rating on the shares. JPMorgan also added BridgeBio to its Analyst Focus List as a growth idea. With the Q4 Attruby metrics and positive top-line pivotal infigratinib achondroplasia results in February, BridgeBio shares should be in the $90s from a valuation perspective, the analyst tells investors in a research note. JPMorgan does not expect a generic tafamidis entry before December 2028. The firm says its physician survey supported steady uptake of Attruby in the newly-diagnosed ATTR-CM setting.

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TO.Bio
TO.Bio@TO_BioInv·
@OilersHD @Lbabinz I have been waiting 24 hours after getting confirmation email from Walmart that my order was processed.
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Oilers HD
Oilers HD@OilersHD·
@Lbabinz Any idea how long it takes for these to be delivered?
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Lbabinz 🇨🇦
Lbabinz 🇨🇦@Lbabinz·
Nintendo eShop $50 Gift Card (Digital Code) is $40 at Walmart buff.ly/noNyhe3 #ad Price in cart Reminder: Can use this to purchase physical products on the Nintendo Store as well
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TO.Bio
TO.Bio@TO_BioInv·
@Lbabinz I paid for one but have yet to get code from yesterday so buyer beware
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TO.Bio
TO.Bio@TO_BioInv·
@BB19043 Looks like you got what your asked for. No special dividend
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TO.Bio
TO.Bio@TO_BioInv·
@avidresearch Because their expenses are insanely high
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avidresearch
avidresearch@avidresearch·
$CYTK is down from $70 to $61 in 2 days because ???
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TO.Bio
TO.Bio@TO_BioInv·
@gringo_in_arg That the “natgas shitco” you were building position in? Looks like it’s doing well for you ytd.
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Gringo In Arg🇦🇷
Gringo In Arg🇦🇷@gringo_in_arg·
$GASX.v $GASXF weekly chart. All warrants are now in the money. Production growth on the way. Two more $42M payments still to come from M&P. Could pull something $FEC did.
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@Biomaven @nociFTW @DeepSouthDoctor @Sanctuary_Bio @Drchik23 @elonmusk @BarackObama @taylorswift13