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Armin
106 posts



@seedy19tron Ha nice, had nearly identical estimates, $200 to 250 with a $230 prediction
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I don’t want to, but I will address the $abvx waffle all over X about french habits, La Letter credibility, upside case, French govt rejection chances, and timeline
French habits: I disagree with all the negative commentary about the French. Are you forgetting Obe a French product. Without them we wouldn’t even be here. I do think $lly personally going over in Sept and Dec, it’s courteous behaviour both in relation to $abvx and the French govt. Europeans in general are old school in certain aspects. 🌱 verdict : Love the French
La Letter credibility: I personally think the article is very professionally written. There’s no speculation, it’s to the point and tip toes around any contentious topics and focuses on the facts. There is ample evidence out including French BioX users vouching for the integrity of this news outlet. 🌱 verdict: LEGIT source
Upside case: I literally walked everyone through conservative peak sale estimates yesterday and the M&A multiple that is unanimously accepted by all stakeholders in biotech. The lowest end of the scale gets you $200 with a ceiling depending on whether there is a bidding war around $260. Yes, have guys forgotten $cdtx ? $jnj vs $sny on $atln , $IMGN not so long ago? I already explained in detail why $lly will go above and beyond to buy $abvx in a earlier post, but for various reasons they aren’t the only ones $jnj $pfe $sny $azn etc have ample reason to be or have been involved in the bidding process. 🌱 verdict : ~$235
French Govt rejection : I would say there is a very low to no chance of this happening. Dave Ricks is close to Donald Trump. We know Trump / US has leverage on Macron who’s really really weak right now. DJT would love to parade a blockbuster drug being bought and brought to American soil. Don’t rule out any trade deal angle on this one.
$lly have made two trips to Paris already, and seems like the only thing based on the article the French govt seek is a stake in the new entity. 🌱 verdict: French will happily bless this in the smoothest fashion
Timeline: if $lly are indeed as far ahead as evidence suggests I would say that they’re going to pull all the strings to get this over the line before JPM conf. $abvx could garner greater interest and BP doing everything to avoid another $mtsr scenario. Also one of the reasons why $mrk probably offered so much more than the second best bid. 🌱 verdict: <2 weeks imho
Let’s not forget it was the contras that repeatedly told @A_May_MD and me that at $10 it’s too risky, MOA is tough to understand, pooled data isn’t enough evidence to go long
$50 , wait for the offering they need cash so it will pull back
$65, now that offering over, people won’t want to hold for maint , wait for pull back
$80 , going up with $xbi , $xbi run won’t last long
$90, oh wait , are we really sure about the patents?
$100, no one will buy it before maint data, already up too much
$115, this valuation is silly, YE gains lock up coming will go lower
$145, Seedy made up the flight log case , $lly probably there for something else
$110 , bubble burst definitely no buyout , retail bagged
$135, the French are lazy , newspaper is fake, buyout is probably $160….
Think for a second what/who has been the only constant in terms of the correct view point and start reading again from the top.
Bonus: for those saying “ex US partnership”, well where is the US CCO if you’re planning on commercialising in 🇺🇸.
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$abvx who have presented here every year I think as far back as 2016 even, not at JPM in Jan, is it over? IS IT ?
Brad Loncar@bradloncar
The #JPM26 schedule is already out.
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The UFC knew what they were doing didn’t they?
Morales vs Brady
Torres vs Dawson
Put the big athletic menaces against the game grapplers who were a bit smaller then them. Both fights felt stylistically similar.
Excellent performances from Morales & Torres. Both first round KO’s #UFC323
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Armin 리트윗함

Checkout our newest video where @AbsoluteTopUp reviews his Top 5 $40,000+ Pots!
youtube.com/watch?v=fF-uzU…

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Armin 리트윗함

New Video Alert!
@AbsoluteTopUp reviews Ryan Riske's Hands played in the @CoinPoker_OFF Mid Stakes CGWC!
youtube.com/watch?v=6HuJqt…

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Armin 리트윗함

What does it take to get to high stakes? I have on crusher @AbsoluteTopUp on the channel going over his rapid rise to high stakes and what it takes to get to this level and win. 💪
youtu.be/CaItknNMldQ

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Armin 리트윗함

Armin 리트윗함

New $20kNL High Stakes Hand Analysis Video is out from @AbsoluteTopUp covering a heads up hand played between LLinusLLove and @OwenMessere
youtu.be/UO_VqfBcfno?si…

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Armin 리트윗함

New $20kNL high stakes hand review video is out now!
Coaches @AbsoluteTopUp and @connorarmstr13 breakdown a hand played between DavyJones922 and KevinPaque
youtu.be/VnPRWysZIVs

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Armin 리트윗함

New hand history analysis video from @AbsoluteTopUp is out now! Watch Armin do a deep dive on a hand played between two of our coaches.
youtube.com/watch?v=Xf0MTI…

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Armin 리트윗함
Armin 리트윗함

Armin 리트윗함

New podcast from Mechanics of Poker with one of our head coaches @AbsoluteTopUp
youtu.be/oHLdCUYWTeM?si…

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Armin 리트윗함

New video of @AbsoluteTopUp and myself reviewing a $36,000 pot he played in the @CoinPoker_OFF Cash Game World Championships
youtu.be/alF4WbWYKQg?si…

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