FWCStocks

@pawcio2009 $VERA

You have just over an hour to buy all the bioturds you can get your hands on before epic buyout Monday. The reason you haven’t heard of any uncooked deals from Betaville today is because they are all already cooked. $xbi

Two reasons $VERA is up 14% today: 1. I always felt it’s a great M&A target to compete with $VRTX. 2. PDUFA date set for July might be coming early.

@BOSSTRADING0 Two reasons $VERA is up 14% today: 1. I always felt it’s a great M&A target to compete with $VRTX. 2. PDUFA date set for July might be coming early.

Why the hell is $VERA up 14%?

@NWSMiami Why are AFD’s only updating short term and long term forecast discussion sections only once a day?

4/6/26 4:15 PM: Multiple rounds of heavy downpours will be possible late tonight through the middle of the week as a frontal boundary stalls to the north. This could create the potential for localized flooding especially along the east coast. #flwx.

@jfais20 Agree. Waiting to redeploy cash that accumulated from sales recently.

$XBI- feels like we're due for a decent correction. Shopping lists out 📝

$SLNO: “BRIEF-Neurocrine Biosciences Inc If Deal Terminated Under Some Circumstances Soleno Will Pay Co Termination Fee Of $95.3 Million.” The question is whether you hold onto shares instead of selling should there be another bidder/bidding war? I say yes…for now.

Wells Fargo on $SLNO: “the cited deal seems low.” Our Call “SLNO shares are trading up +29% on a FT article highlighting NBIX is in talks to acquire the company. We think NBIX makes sense as acquirer, though the cited deal value seems low, in our view.” @semodough @BioStocks

@WallStSai @bharringtonw11 As a shareholder, a buyout of $SLNO for $50-$55/share would be a disservice to shareholders. $SLNO should be a $100/share stock in a year

Betaville’s Ben @bharringtonw11 back to form with $SLNO

@seedy19tron As a shareholder, a buyout of $SLNO for $50-$55/share would be a disservice to shareholders. $SLNO should be a $100/share stock in a year

Booooom ! $slno Bezgod strikes again

As a shareholder, a buyout of $SLNO for $50-$55/share would be a disservice to shareholders. $SLNO should be a $100/share stock in a year

My message here clearly struck a nerve. A few friends from when I was press secretary, domestically and abroad, don’t like what I said. Instead of seeing how Western European nations must change, they just want to attack Trump. The reason it struck a nerve is because they recognize that this time NATO nations are being held to account. They know they’ve come up short for decades and by denying us overflight rights, they’ve gone too far. Americans are fed up, especially with France and Spain. Trump won’t stand for it and they know it. They now fear the consequences of their inaction. The UK, unlike its days under Thatcher or Blair, is wishy-washy. They’ve often been a good allie, but this time they want to sit it out and have it both ways. We can use their bases, but only for limited operations. At least the UK spends real money on defense. France, Spain, and Italy are another story. So too is Canada. None of these four contribute seriously to NATO. They’re laggards, trying to get away with it. Spain and France force our pilots to fly thousands of miles out of the way (I thought they didn’t like carbon footprints) en route to Iran. Eastern Europe is a different story. They spend more on defense and they understand power. They lived under Soviet domination and recognize weakness when they see it. They won’t be weak. Western European governments, especially France, are good at issuing communiques and statements. They enjoy hosting conferences. They love to ponder deeply. Getting them to act is another matter, unless it’s to purchase Russian LNG, which they still do. The world is changing. Out of this war will come a new group of younger nations that understand real power and the importance of strength. The UAE, Kuwait, Saudi Arabia, Israel and Eastern Europe will emerge stronger than ever. Western Europe will continue to fall behind. As for Trump, you don’t have to like him. He often says things none of his predecessors would say. But don’t underestimate the fact that US taxpayers are fed up with nations that don’t pull their weight, and then force our pilots to take risks and longer flights so we can rid the world from the menace that is Iran. Today’s Western European leaders would rather mollify Iran and pay them ransoms (trade) than support the US. Things are different today. We all know it. The UK, France, Spain and Italy (despite its Prime Minister) have earned the consequences that will unfold. They could have and should have supported us. Not as a NATO alliance. But as individual free nations. All we wanted was overflight rights and full access to airfields. They’ve made their choices. Soon, they’ll see the results.

WHAT ARE YOUR THOUGHTS? I'm skeptical about "the war is done" headline. The economy has been damaged. I'm thinking today is a gift with more selloff's coming. Maybe another -10% on the S&P. $XBI going to 106-112. @A_May_MD @BiopharmIQ @learnbiotech @semodough @seedy19tron

@jfais20 I think he's on the right track with it.

@FWCStocks Osmium in our Chat likes that one

$APLS- From "Companies I Would Start With" section in our Weekly Recap

@yaireinhorn @Pharmdca ANNX +20% Today. Wells Fargo: For the $APLS acquisition by $BIIB "We'd just highlight ANNX's vonaprument Ph3 data for geographic atrophy in 4Q26—if it works, could be a major headwind to APLS' Syfovre later in the year. Wells says $ANNX could be 5-10x on the readout.

@Pharmdca The acquisition price which $BIIB offered comes with a hefty premium - a price of $41 per $APLS share in cash at closing represents an 86% premium to the 90-day volume-weighted average stock price & a 35% premium to the 52-week high stock price. Super bullish for the field! $XBI

$XBI Two buyouts ELI LILLY TO ACQUIRE CENTESSA PHARMACEUTICALS; APPROX VALUE $6.3B $APLS acquired by Biogen for $41 per share in cash plus contingent value rights, valuing the deal at about $5.6 billion

@Pharmdca ANNX +20% Today. Wells Fargo: For the $APLS acquisition by $BIIB "We'd just highlight ANNX's vonaprument Ph3 data for geographic atrophy in 4Q26—if it works, could be a major headwind to APLS' Syfovre later in the year. Wells says $ANNX could be 5-10x on the readout.

@Andre_AGTC ANNX +20% Today. Wells Fargo: For the $APLS acquisition by $BIIB "We'd just highlight ANNX's vonaprument Ph3 data for geographic atrophy in 4Q26—if it works, could be a major headwind to APLS' Syfovre later in the year. Wells says $ANNX could be 5-10x on the readout.

Bunch of good news today $BIIB buys $APLS - since a long time sitting at a loss in my port at $29. $LLY buys $CNTA (NP) - interesting pipeline but I thought is too early to enter

$ANNX +16% Pre-Market. Wells Fargo: For the $APLS acquisition by $BIIB "We'd just highlight ANNX's vonaprument Ph3 data for geographic atrophy in 4Q26—if it works, could be a major headwind to APLS' Syfovre later in the year. Wells says $ANNX could be 5-10x on the readout.

$TECX is going to have a HUGE run. Wells Fargo had a KOL call today about $MRK's Sotatarcept Ph2 CADENCE data. The commentary absolutely solidifies $TECX's TX45 APEX program and upcoming readout. $TECX is potentially among the best Biotech investments out there right now.

Ran the $MRK press release on Winrevair through AI compared to $TECX. ->This is unambiguously bullish for TECX. ->Merck provided the same PoC + clinical signals that TECX is using. ->Gives TECX a validated development path and comparator bar. ->$TECX has better safety.