Micky

@MaryBschanck @grok is this true?

$TGTX 71 days left before the bonus window closes. Needs a $10B valuation for 60 of those days to hit, unless a buyout happens which would also satisfy it. Given the ego and the fact this target was set 5 years ago, you know Michael’s going to push hard to get it as close as possible.

@jacked2thatits @zipjet @EL_Goeffrey With all these buybacks, I have not seen the outstanding share count go down. In fact, I just noticed it went UP from 158.8M to 159.7M some time in the last week or two. Any idea why? They immediately giving out bought back shares as options to employees? $tgtx

@zipjet @EL_Goeffrey $40-$45 tomorrow?

$TGTX $300M buyback $262M remaining. FINANCING & CAPITAL STRUCTURE New 5-year $750M senior secured credit facility with Blue Owl Capital Repays existing $250M facility Net new capital raised: $500M (non-dilutive) Option to expand facility by additional $250M Total potential facility size: $1B SHARE REPURCHASE PROGRAM Increased buyback authorization from $100M to $300M Already repurchased $38M of stock Average repurchase price: $28.98 per share Signals confidence in valuation and willingness to deploy capital USE OF CAPITAL Share repurchases Business development / acquisitions Operational initiatives Supported by a cash-flow positive business MANAGEMENT TAKEAWAYS CEO Michael Weiss highlighted: Improved scale and terms vs prior facility Ability to fund growth of BRIUMVI and pipeline Buyback reflects confidence in long-term value Blue Owl noted: Strong commercial execution of BRIUMVI Disciplined growth strategy BRIUMVI OVERVIEW Anti-CD20 monoclonal antibody for relapsing multiple sclerosis (RMS) Glycoengineered for efficient B-cell depletion Approved in U.S. and multiple international markets KEY SAFETY POINTS Infusion reactions (~48%) Infection rate ~56% (serious ~5%) Risk of HBV reactivation Risk of PML (rare but severe brain infection) Other risks: liver injury, reduced immunoglobulins, fetal risk INVESTOR TAKEAWAY Large non-dilutive financing strengthens balance sheet Significant expansion of buybacks suggests management sees undervaluation Provides flexibility for growth, M&A, and pipeline investment Reinforces confidence in BRIUMVI-driven cash flow

@kylegriffin1 War is not a video game. Actual innocent people are getting killed. This is sick.

8 Americans have died in Trump's war.

@adamfeuerstein Lol, and odds of approval are 0%.

$MRNA says FDA will now review its flu vaccine. PDUFA date is Aug. 5. accessnewswire.com/newsroom/en/he…

@cturnbull1968 I don’t see what any prior president has to do with today. Blame them or not, we know these files have some fucked up shit in them. The Trump admin needs to release them all, now. You’d think he’d relish in the adoration from righting this wrong, unless he’s a major perpetrator.

Before Republicans ask why Biden didn’t do anything about this, I’d remind them that the Biden DOJ had the case open and it was Bondi that closed it, along with all investigations.

@Lucy3370 I’m baffled. $tgtx are printing money in growth phase with a p/e under 10. This should be trading closer to how $exel does with one blockbuster and an early phase pipeline (p/e around 18). Makes no sense for them to be this cheap. It’s very frustrating.

$tgtx wow consistantly weaker than $xbi , yet stellar fundamentals. Almost trades like crypto. Expect SP to turn quite a bit once we get PK data (by mid-year)

@johniadarola He does, he thinks it’s him.

Its pathetic that even a single MAGA person thinks he actually believes in God

@Lucy3370 It’s at essentially the same level it was right before JPM last year for what it’s worth $tgtx.

$tgtx spoke w/few folks. Nobody knows anything. there r some that have trimmed but had large positions. We will find out AH Tuesday if shares were stolen or someone had neg news b4 every1 else. Anything now is a guess -done this rodeo b4-not fun but not necessarily reason to sell

$tgtx buying Feb calls today. Expecting great guidance at JPM. Wouldn’t be surprised if we have $300-400m in buybacks next year. $950+ in rev, ~$500 in earnings. This ramps significantly over the next year.

@Lucy3370 I’m kinda hoping it dips a bit more or at least holds here to end of year. I’m hoping to pick up a bunch of Feb $32 calls for under $2.

$tgtx end of tax loss selling can’t get here soon enough

@theliamnissan I believe in you.

J.D. Vance will be president when I win an Oscar

@Biohazard3737 Made me think of this. I can’t imagine wanting this level of subservience. It’s pathetic.

@theliamnissan *bumper

"Christians" my cold hard Japanese ass

Right now the "For You" section of Twitter is nothing but right wing assholes listing all the reasons they think SNAP recipients should starve to death

@semodough What is the risk of non-adherence with chronic therapies in these patient populations? $NTLA

@semodough Might be a stupid question, but with 450 patients dosed and 1 Hy’s Law case, but a couple other serious AE’s representing <1% of the treated pop. Then 10% of that <1% at mortal risk, would you still think there would be patient interest? $NTLA

Even more worrying when your Mcap is 2 billion and you burn thru cash as fast as they do $NTLA bottomline for is why would FDA take any safety risk when there are 3 very good options on the market without this

@gunsnrosesgirl3 Nightmare fuel

Removing a giant hornet's nest

@semodough If that deal didn’t happen they’d have been bankrupt by EOY. Good for them for keeping the lights on, but Greg is still a shit CEO and shouldn’t be trusted imo.

$XBI #Biotechs - good deal for $OMER & once again shows improving sentiment for BIOTECHS - OMER was one Biotech imho that was operating at position of weakness - much better Biotechs with better assets out there imho for better deals soon

@theliamnissan For your sake, I hope they don’t have access to a tow truck.

This is Trump's most-trusted advisor, folks

@roywoodjr You need to come to New England!

New Tour Dates Added!!! London, Amsterdam, Detroit, Niagra Falls! Presale Code: ROY TIX: punchup.live/roywoodjr

@zipjet Make you think they were buying the dip? $tgtx

$TGTX fund holdings up 1.57M shares with total at 79.7%. chatgpt.com/s/t_68a255eb1e…