@MaverickTT87 @beef_happy @C_Angermayer That’s a reasonable take. That’s why I give it a low likelihood
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Marc-Andre Ravioli
2.8K posts
Marc-Andre Ravioli
@MarcRavioli
Triple Crowner ⛰️ Stocks 📊 Electric Cars 🚙 Boston Celtics☘️ Humor 😆 Nuance 🧠
Katılım Ekim 2022
184 Takip Edilen161 Takipçiler
@MarcRavioli @beef_happy @C_Angermayer You're still going to trip for over 8 to 10 hours, you can't really take that everywhere. Should be professionally supervised if you have mental health issues.
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I believe the commercial potential of #psychedelic therapies is likely to exceed that of GLP-1s.
$ATAI $CMPS $DFTX
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@jakeissenberg There were so many Tatum or brown trade scenarios over the years and all of them we were better for not making. Remember Anthony Davis, butler, kawhi, all those rumblings? Best deal was no deal.
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When have the Celtics traded for a star in the Brad Stevens era? Aside from Derrick White of course.
Legion Hoops@LegionHoops
Sam Amick says the Celtics could look at trading Jayson Tatum or Jaylen Brown for Giannis: “If they get bounced in the 2nd round... they're gonna look at the landscape.” 😳 (via @RunItBackFDTV)
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Celtics fans at TD Garden wanted one more three to break the NBA record… but the Celtics dribbled it out.
The Celtics did, however, clinch the Atlantic Division for the 5th straight year and secured their spot as the No.2 seed in the East with tonight’s 114-118 win.
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I believe $AMD will be $600+ by 2030.
Blossom@meetblossomapp
AMD stock: +20% in 10 days. Meanwhile the market still may not be pricing in the +34 YoY growth CEO Lisa Su is guiding for next quarter. $AMD
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@beef_happy @C_Angermayer isn’t working on scope and scale. In that case, a few bad reactions to the med isnt as good as the benefit of giving the med to a larger population much faster. I’m just not sure we’re there yet as a society. But certainly we could be. Very possible my estimate is conservative
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@beef_happy @C_Angermayer I haven’t seen clear signaling that they will allow these medications to be given at home. They haven’t designed the studies for it.
It all comes down to risk vs reward imo. The reason they allow it to be taken at home is because the clinic (Spravato) style administration
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I’m supposed to believe this is a future nba player when he can’t even handle a sour patch kid
NBA@NBA
Deuce's face after eating the sour candy is absolutely priceless 😂
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@TailosiveEV Yeah I think they should’ve just changed the center armrest to white. Grey doesn’t look bad though. I wonder how cost and cleaning compares
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Rare China L…
I much prefer the white interior. So unique. Every other automaker does a light grey and it looks so bland and generic imo
Sawyer Merritt@SawyerMerritt
Tesla has released a video of the new Zen Grey interior from Giga Shanghai built Model Y Premium trims. The White interior has been discontinued. With Zen Grey, the following trim pieces are no longer black like they were in the white interior: • Arm rests • Door grab handles • Center console arm rest & side console trim • Trim around wireless charging area
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@NoaDalzell Defensive rebounder for sure
Prichard is the best offensive rebounder (height adjusted of course lol)
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Jayson Tatum is one of the best rebounders in the NBA right now, and I don't think that's an exaggeration
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@Tesla_AI That’s pretty clever! Looking forward to it. One of the few complaints I have about my ‘22 model 3
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@CrazyWeeMonkey @MaxPatten Holy hell I knew it was wider than a Model X. But yeah, that’s going to be a problem. More I think about it even as an early reservation holder, the more I lean towards not buying :( would only make sense at 40k if it was plaid fast
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@MaxPatten I wonder how many Aptera fans don't know it's wider than a Hummer EV too.
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If one more non EV nerd in my life asks me about Aptera I swear 😂
Why is it always the sketchy companies that capture intention? Y’all should be talking about EX60 or Neue Klasse!
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@beef_happy @C_Angermayer I do think if anyone has a chance for at home approval, it’s definium. With that said, I’m modeling for a relatively low (10%) chance of that happening. But it would make it an absolutely insane blockbuster drug. Odds subject to change of course
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@MarcRavioli @C_Angermayer DFTX makes a pill you can take wherever you want.
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@ErezIdan @DastanyLFC Fair enough. I know Tesla had poor q1 performance for their energy storage business, but not sure if they had feoc troubles or not. The haven’t fully reported yet
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@MarcRavioli @DastanyLFC I don’t think the tam is the issue here,
I can be wrong but it’s all about the feoc clearance in my view
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Maybe I am wrong, but how does flattening the lottery odds for the bottom 10 teams stop tanking?
So now, instead of a small group of 5-6 teams, you are allowing teams in the middle with either no playoff intention or wanting a chance at a top pick to lose.
This won't work.
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@esidery @ShamsCharania But is that only for the top 3 picks? Because otherwise it still helps to stink.
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There is momentum behind reforming the NBA Draft Lottery to 18 teams, including the bottom 10 all having the same 8% odds at No. 1 overall, per @ShamsCharania.
The main goal from owners is to completely eliminate the aggressive tanking efforts from losing teams once and for all.
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@paulcerro Gotcha! Thanks for sharing! If that’s the case then I rescind my prediction haha
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@MarcRavioli yea, based on what we've heard, $NVO keeps all the drug revenue and $HIMS takes only the service revenue (the $149)
So inherently it's less than what they were charging for compounded GLP-1s even at the 12-months discount offering (10 month now?)
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If you've followed Andrew and $HIMS for some time, then you need to know that there's usually either an exaggeration of the truth or a hidden meaning.
In the below, while he says that he's on track to deliver >100k scripts for Wegovy every month, it would be naive to think that it's net new.
It's most likely existing compounded GLP-1 scripts that needed to be transferred over in return for $NVO not suing them.
Something we highlighted in a post a month ago that *could* crush margins.
x.com/i/status/20313…
Always need to read between the lines with this CEO.
*Nothing above is meant to be taken as financial advice
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@paulcerro Sounds like you’re saying that’s not how it works. That the revenue would be counted differently
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@paulcerro Essentially-they pay more to Novo for the drug, then charge their customer more than they would have for the generic. So it inflates the revenue number, but not the free cash flow number obviously.
Or am I missing something in how Hims recognizes revenue?
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