オシリ

5.4K posts

オシリ

オシリ

@InfoBreakout

ドジャー

Japan Katılım Mayıs 2016
66 Takip Edilen540 Takipçiler
Seedy19
Seedy19@seedy19tron·
@JoseRestonVA @InfoBreakout Jose you need to provide some context with your takes. It’s always : long xxx Go meee No Tell us
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オシリ
オシリ@InfoBreakout·
I’ve stated before in my posts that it’s most likely that $SNY will buy or make a deal with $NKTR this is further evidence.
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Psyduck Capital Management
Psyduck Capital Management@psyduckcapital·
@A_May_MD What‘s your view on the lack of catalysts in the coming months? $NKTR could slowly bleed as people look elsewhere for excitement
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Adam May
Adam May@A_May_MD·
Finally, $SNY has discontinued their eczema drug, amlitelimab, over these safety concerns. Up until very recently they continued to assure us that it was still going to be a multi-billion dollar peak sales drug! Not happening. Now it’s official - $NKTR has the chance to be the next new MoA to hit the atopic dermatitis market with Rezpeg. Definitely good news for $NKTR!
Adam May@A_May_MD

From the Yet Another Value Podcast last week: “Sanofi is still kind of being stubborn about it. I think another case of two of Kaposi’s sarcoma and they’re gonna can it as well.” Let’s see what $SNY does. $NKTR waiting to see!

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TZOR
TZOR@83lease·
@InfoBreakout Not going to happen, it would be nice though
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オシリ
オシリ@InfoBreakout·
$LLY buys out $NKTR
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Zynex
Zynex@0xzynex·
One guy built Kimi K3 alone and made over $10,000,000 in a single month. Then he went on stage and told everyone exactly how he did it. Almost nobody pressed play. The talk sits on YouTube, one engineer walking through the machinery under Kimi, the open models that quietly closed China's six-month gap to zero. Minute 5 kills the data wall, he shows how a new optimizer turns 50 trillion tokens into the equivalent of 100 trillion, calls it "almost like magic," and means it. Minute 17 is the part US labs would never publish, a linear attention design that beats full attention across short and long context while staying cheap at a million tokens. Minute 23 is the swarm, reward functions for orchestrating up to 1,000 agents in parallel, including a term that catches sub-agents faking work they never finished. Minute 25 he puts up a training curve, 30 trillion tokens with not a single loss spike, and calls it the most beautiful curve of his life. Consultants charge $500 an hour to guess at this. The primary source is free and timestamped. Everyone's arguing about the model. The blueprint has almost no views.
Dominique@0xDominiqq

x.com/i/article/2078…

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オシリ
オシリ@InfoBreakout·
No one cares about your WhatsApp group. Stop spamming $NKTR
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Big Good
Big Good@BigGood243792·
$nktr 52w aa case study #3... this lady didn't even grow any new hair, she just grew it out, used fewer clips, and dyed it brown 😭 Nktr fraudagement strikes again
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オシリ
オシリ@InfoBreakout·
@Getoutofmyway1 The Board of Directors would never approve. It’s worth 10 times that in two years.
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Getoutofmyway
Getoutofmyway@Getoutofmyway1·
I think there’s a case to be made that $nktr could fetch 5bil or so on a buyout right now. That’s a 50% discount to $apge and 11bil. Further ahead in the clinic and discount takes into account a new moa. Could be worth the risk for a Sanofi, etc.
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オシリ
オシリ@InfoBreakout·
@HowardBlowsNKTR In Japan we call This “promoting your book” you will lose very bad. I’m sorry for your loss.
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LONG ABVX
LONG ABVX@HowardBlowsNKTR·
$NKTR. Short it.
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LONG ABVX
LONG ABVX@HowardBlowsNKTR·
$NKTR. keeps shitting itself at close.
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Blake
Blake@Blake02016403·
@InfoBreakout @adamfeuerstein Its not a matter of understanding tregs its more of lacking the architecture of sales and marketing and the need to start from scratch that will obviously take some time
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Adam Feuerstein ✡️
Adam Feuerstein ✡️@adamfeuerstein·
This is not a knock on $CRNX, which I don't know well at all, but if it can be bought for $10B, then $ABVX can be bought for $1 trillion. Ok, maybe $50B...
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オシリ
オシリ@InfoBreakout·
@Blake02016403 @adamfeuerstein 10 years will be too late. You don’t understand Treg. I worked in same building of Professor Sakaguchi who discover it. He win Nobel Prize.
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Blake
Blake@Blake02016403·
@InfoBreakout @adamfeuerstein Maybe in 10 years assuming all indications are approved and they somehow get a large market share on a multiple sure
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