Brendan

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Brendan

Brendan

@BrenMOBoyle

Biotech investor. Seeking alpha analyst and full-time investor. Co-founder in biotech and science geek 🧬🔬🥼🧪

Pittsburgh, PA Katılım Kasım 2024
324 Takip Edilen405 Takipçiler
Brendan
Brendan@BrenMOBoyle·
@ducksays Also they own a 27% stake in OpenAI
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duck says
duck says@ducksays·
with an income statement like this, what's there not to love about $MSFT? solid business. solid revenue streams. solid net profit. undervalued stock.
duck says tweet media
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Brendan
Brendan@BrenMOBoyle·
@HodlMagoo The boomers are the “greatest generation” now? Did I hear that right? 😐
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Brendan
Brendan@BrenMOBoyle·
@TradersConf Her first impulse was it’s her decision what to do with the money? And you haven’t dumped her yet?
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Traders Confessions
Traders Confessions@TradersConf·
My girlfriend found my trading account and saw $250k. She went silent for 30 seconds then asked 'why do you still drive that car?'. I kinda wish she hadn't seen it.
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Brendan
Brendan@BrenMOBoyle·
@TicTocTick You wouldn’t want to discriminate against the undead 🧟‍♂️
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tic toc
tic toc@TicTocTick·
Your tax dollars at work.
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Brendan
Brendan@BrenMOBoyle·
@HealthcareNinj1 Why is early detection incompatible with a drug for PDAC? His statement is bizarre. The patients on the trial were very sick and late stage (2L PDAC), but that’s where you start to prove the drug works.
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HealthcareNinja
HealthcareNinja@HealthcareNinj1·
This guy is a professor??? Fucking retard.
Jason Locasale@LocasaleLab

Over 50,000 people in the U.S. die from pancreatic cancer every year. After this drug is approved and widely used, that number will remain essentially the same. In absolute terms, they are reporting a median survival shift of around six months. Yet we know resistance inevitably develops, as it does in all cancers subjected to drugs targeting mutations in the RAS/MAPK/PI3K pathway. If the goal is to meaningfully reduce cancer mortality, this does not move the needle. This is where decades of focus and billions in NIH/NCI funding have concentrated. National Cancer Institute is funded at roughly $9 billion per year, and a substantial portion of that budget is devoted to oncogenes and what is marketed as targeted therapies. This is then layered on top of a drug development and healthcare model where drugs like this can cost over $100,000 per patient. These are incremental gains at the late metastatic stage, where the biology is already stacked against you. Meanwhile, the two areas that actually determine population-level outcomes—early detection and prevention—remain neglected. If we are serious about reducing the number of people who die from pancreatic cancer, the priority cannot be continuing to optimize late-stage interventions that predictably yield temporary gains. The goal should be zero deaths. Right now, we are not on a path that gets us there. It is not surprising that this view is being met with backlash. Much of the criticism is coming from people whose incentives—academic , financial, or institutional—are tied to maintaining the current system in biomedical research and the biotech and pharma sectors that profit from it.

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Brendan
Brendan@BrenMOBoyle·
@RepMikeTurner People don’t believe that Iran has been stopped from becoming a nuclear state, because: 1. They still have enriched uranium 2. They are FAR more motivated to seek MAD because Trump threatened to destroy their civilization You are claiming results that you haven’t accomplished
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US Rep. Mike Turner
US Rep. Mike Turner@RepMikeTurner·
No one is willing to trade lower gas prices for Iran becoming a nuclear state.
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Adam Feuerstein ✡️
Adam Feuerstein ✡️@adamfeuerstein·
@endpointarena You actually believe drug makers are going to make R&D decisions based on the whims of degenerate gamblers who log onto your web site?
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
Lots of people seem to be mis-informed about this TO THIS DAY $MA and $V don't keep the whole 3%~ They keep around 0.15-0.2%~
Aria Radnia 🇮🇷 tweet media
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Brendan
Brendan@BrenMOBoyle·
@ariaradnia It’s fungible right. They get the fee, then they change usurious interest rates on top of that. I bet more goes to profits than credit card rewards in total.
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
@BrenMOBoyle Because they pay the most for customer acquisition and the majority of that take goes towards credit card rewards
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Brendan
Brendan@BrenMOBoyle·
@DGretta_Author I like $SG, great healthy food. So I’m sure Americans will fuck it up
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Brendan
Brendan@BrenMOBoyle·
@ducksays $500 is a reasonable 12 month target. I think once their CapEx spend slows down it’s very attainable.
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duck says@ducksays·
@BrenMOBoyle yeah i definitely agree on the $600 valuation. i was aiming lower at $500 tbh ... but that works too.
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duck says
duck says@ducksays·
i'll say it once and i'll repeat it: $MSFT is undervalued.
duck says tweet media
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Brendan
Brendan@BrenMOBoyle·
It’s the golden age, except everyone hates their lives. And new wave of inflation incoming 🙈
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Brendan
Brendan@BrenMOBoyle·
@MartinShkreli @MattyKirsh It’s also 2L data. The patients in that trial are very sick and the improvement in medical OS will be higher when this gets approved in 1L.
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Martin Shkreli
Martin Shkreli@MartinShkreli·
my response to an unhinged take: first, median overall survival doesn't count fat tails. SOME patients will the lottery and get 3 or 5 more years of life. wish i still had my dad who died of cardiovascular disease! next, this is how progress happens. i made a post a few weeks ago about how mOS for multiple myeloma has gone from something like 6 months to 5 years over the last 20 years. thats amazing progress. the progress compounds. cheer on progress--it's not hard. our children and their children's children will still get cancer, we owe it to them to give them the best outcomes. finally, no one is trying to make half a medicine. when you make a molecule you're giving it your all. you don't dial it down and say 'well, 6 months is enough' as if anyone sets this kind of goal. (it's not even scientifically possible). you make it and see what you get. somewhat invariably, there is no 'cure' lurking that you missed. you hit one pathway, then another, and then another, and then you get a real long-term outcome shift. it's the same story in every tumor type (excluding a few like CML where pharma hit it out of the park). if a 'cure' is so easy, start a drug company and do it yourself!
Jason Locasale@LocasaleLab

Over 50,000 people in the U.S. die from pancreatic cancer every year. After this drug is approved and widely used, that number will remain essentially the same. In absolute terms, they are reporting a median survival shift of around six months. Yet we know resistance inevitably develops, as it does in all cancers subjected to drugs targeting mutations in the RAS/MAPK/PI3K pathway. If the goal is to meaningfully reduce cancer mortality, this does not move the needle. This is where decades of focus and billions in NIH/NCI funding have concentrated. National Cancer Institute is funded at roughly $9 billion per year, and a substantial portion of that budget is devoted to oncogenes and what is marketed as targeted therapies. This is then layered on top of a drug development and healthcare model where drugs like this can cost over $100,000 per patient. These are incremental gains at the late metastatic stage, where the biology is already stacked against you. Meanwhile, the two areas that actually determine population-level outcomes—early detection and prevention—remain neglected. If we are serious about reducing the number of people who die from pancreatic cancer, the priority cannot be continuing to optimize late-stage interventions that predictably yield temporary gains. The goal should be zero deaths. Right now, we are not on a path that gets us there. It is not surprising that this view is being met with backlash. Much of the criticism is coming from people whose incentives—academic , financial, or institutional—are tied to maintaining the current system in biomedical research and the biotech and pharma sectors that profit from it.

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Toete 🔞
Toete 🔞@ToeteKenxal·
The fact there is no plural for "you" in english is annoying
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Brendan
Brendan@BrenMOBoyle·
@OrwellNGoode You all should coordinate and leave at 12 again just to prove a point 😂
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Brendan
Brendan@BrenMOBoyle·
@ducksays Good find 0.02% expense ratio on $SPYM 👍
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duck says
duck says@ducksays·
if you're investing in $QQQ, then you should seriously consider switching to $QQQM. it's the same, but cheaper.
duck says tweet media
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