BioN00b

@DLewTrades ?

$BBIO has the opportunity to do something pretty nuts soon and nobody is talking about it.

@BiotechCLin @AaronRosenblum5 @nociFTW Do you think reduced GABAa interaction will lead to reduced efficacy in seizure reduction? I think it's almost certain. I hope the market isn't expecting Azetukalner-like results

@AaronRosenblum5 @nociFTW Don’t mean to be rude but are you really a PhD to say that no CNS AEs means not active on Kv7.2/3 ?

What's a resonable valuation for Biohaven on the Kv7-program alone? $BHVN

@jukan05 Strong work by Citrini Graphic Memer #3

well this was wrong. Measly 2-2.5x ...time to unpin

$MDGL 4x in 18 months. Mark this tweet

@endpointarena your pp is blurred but you still look like an idiot

"Sir, a second EndpointArena take down video has dropped. Science is under attack." youtube.com/watch?v=Nxu6qc…

@BiotechCH Really enjoy listening to your calls. But the technical issues play a part every week. Please start using Zoom or some other platform that is designed for conference calls

@ErnieWorthingK9 Listed as tomorrow on nasdaq website earnings calendar. Probably nothing

@BioN00b Correct. Perhaps this morning?... Something seems to be brewing

$MGTX at RBC Global Ophthalmology Conference tomorrow meiragtx.gcs-web.com/events/event-d…

@Jonny_fun_guy Had a quick look at this. $3.2m in Q4 according to sec.gov/Archives/edgar… assume ~$3m from France AAC (subtract $250k for Q4 NPPs) Still interesting

$agen +24% today still EV < $80 million. I have the TAM in just in France alone as 4000 patients. @ 80k ea ~320m a year but realistically if they capture 25% of the market it's ~1x peak EV. It's not easy to onboard in AAC. That being said, when 40% of these terminally refractory cancer patients are alive in 2 years time [as shown in the p1] the news will spread like wild fire.

The year is 2089, the 500th $ABVX rumour in the French press was just published by La Piscine. "We will have to see what le Big Pharma does next 😏" said CEO Marc Garidel, speaking posthumously via NvidiGoog's ConscienceCloud.

I'll take a guess at $STOK (NP - sold some months ago)

@NotGenentech Found the Abbvie spokesperson's burner

$RVMD is desperate for a buyout and just pumping offers up before JPM. They will go broke running all those trials.

@MM3915038575333 That's the company guidance. But they have also previously said they'd wait for a large conference to release data. So I'm just guessing there's a small chance of a staggered update like MAPLE.

@BioN00b Data not until Q2?

See some speculation about recent $cytk call buying. I don't read anything into it but my best guess would be an outside bet on "endpoints were met" style announcement for JPM

@bubbleboi Please dig into the biotech world and revisit this take

@houndcl Interesting to note they deleted this from the website too web.archive.org/web/2025051214…

@houndcl I took sports' post on Mar 10 to be 30~ days after his assumed mid-cycle mtg date (allow for official comms). So 30 + 18 March 28 = 48 assumes REMS was suggested in meeting but not 'heard' by CYTK which is the key point imo. 18~ days turnaround still not exactly preemptive imo

@blankspacenom @bio_stock @BigChodu You missed an even more near-term short opportunity, something I'm coining "delaying the delay" ie they're still not ready come late January. Reminiscent of this x.com/BioN00b/status…

@bio_stock @BigChodu I don’t short generally and won’t here, I just think as much as they’ve tried to talk down launch, early preference share, GTN, free-to-paid are going to disappoint vs. expects There’s some time to fumble the launch before oHCM prints