Macro First

379 posts

Macro First

Macro First

@Macro_First

United States Inscrit le Haziran 2014
1.1K Abonnements104 Abonnés
CP2
CP2@LuckyPenguin10·
@Macro_First @US_FDA Whether they're trolling, being serious, whatever... none of that matters. The signal is all that matters.
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CP2@LuckyPenguin10·
This @US_FDA job posting would be funny if it weren’t so disappointing — and candidly, sad to see the state the FDA has been led to. The CBER Director is a Title 21 position. One of the most consequential regulatory roles in the world. The person in this seat oversees gene therapies, blood products, and cellular therapies for ~330 million Americans. And they're hiring for it like it's a regional sales manager. Here’s what this signals... 🧵[1/8] $QURE $XBI #FDA
U.S. FDA@US_FDA

Are you ready to shape the future of public health at the highest levels? The FDA is seeking an exceptional executive leader to serve as the Center Director for CBER—a role at the forefront of regulating life-saving biological products, vaccines, and emerging therapies. This is an opportunity to protect and advance public health on a national scale. You'll work on cutting-edge science, shape critical regulatory policy, and lead a team dedicated to ensuring the safety and effectiveness of biological products that save lives. Apply by April 3, 2026. #FDAJobs usajobs.gov/job/862056100?…

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Macro First
Macro First@Macro_First·
Most people wont make real money on $QURE bc they dont have stomach to hold or get frustrated. That was me in the past on other names. These are the times when you need to refresh your thesis. It is a gift at $16. Risk Reward like no other. Act accordingly. PT $250. Challenge me.
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John Arnold
John Arnold@johnarnold·
Of the two tweets I've ever posted that drew the most pushback, one argued that the USPS should shift to 3 day/week letter delivery and the other that the criminal justice reform movement should prioritize making prisons safe over expanding Pell Grants. I stand by both.
John Arnold tweet media
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Macro First
Macro First@Macro_First·
@biosleuth I wonder if they are just trolling us at this point.
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Carl Quintanilla
Carl Quintanilla@carlquintanilla·
Monday - Send more troops Tuesday - Say we’re ending war Wednesday - Send more troops Thursday - Say ending war Friday - Send more troops Saturday - Golf Sunday - Golf
Carl Quintanilla tweet media
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Macro First
Macro First@Macro_First·
@business $QURE should be worth at least $10B in an acquisition. 10x current valuation. They are choosing not to sell. Miss priced and crazy asymmetric liquid public markets oppy.
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U.S. FDA
U.S. FDA@US_FDA·
Are you ready to shape the future of public health at the highest levels? The FDA is seeking an exceptional executive leader to serve as the Center Director for CBER—a role at the forefront of regulating life-saving biological products, vaccines, and emerging therapies. This is an opportunity to protect and advance public health on a national scale. You'll work on cutting-edge science, shape critical regulatory policy, and lead a team dedicated to ensuring the safety and effectiveness of biological products that save lives. Apply by April 3, 2026. #FDAJobs usajobs.gov/job/862056100?…
U.S. FDA tweet media
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Dr. Marty Makary
Dr. Marty Makary@DrMakaryFDA·
For some drugs, new technology can predict toxicity better than animals—it’s also more humane.
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Macro First
Macro First@Macro_First·
World falling apart but we'll be sure to get another Selfie video from Quack @DrMakaryFDA
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Macro First retweeté
STAT
STAT@statnews·
Biotech legend Stelios Papadopoulos on the state of the Food and Drug Administration: "If the FDA were a company, you know what would happen? Everybody would be shorting the stock." #STATBreakthrough
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Karoline Leavitt
Karoline Leavitt@PressSec·
As I’ve said repeatedly, Americans trust President Trump as their Commander-in-Chief and support his efforts to eliminate terrorist threats and keep us safe. There is no “MAGA fracturing,” no matter how many times the media tries to claim otherwise.
Karoline Leavitt tweet media
Open Source Intel@Osint613

Karoline Leavitt on MAGA: I would remind people X is not real life. Trump lives in the real world. There is nothing more America First than taking out terrorists who have maimed and killed our servicemen and women.

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DesertDweller_ROAR_4_A_CURE_4_HD
@Macro_First @peter_mantas Only cash that will come in for years are potential milestones. They effectively sold off future royalties until 2038 but are entitled to sales related milestones if they are hit. One analyst report is projecting a $100 million milestone next year. Not sure where that comes from
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Peter Mantas
Peter Mantas@peter_mantas·
Remember, same platform tech as amt-130
Dirk Haussecker@RNAiAnalyst

CSL's #hemophilia B gene therapy, licensed from $qure, is slowly becoming a success story, no matter the temporary manufacturing setback: $57M in H2 2025 sales following a slow start in 2023/4, and 51 out of 54 patients prophy free after 5 years! $sgmo

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