Matthew Gamber

We are all Siena Saints

Otezla is either working with or the mortal enemy of Skyrizi

Incredible Otezla and Skyrizi skit on SNL rn

america and israel are destroying the city and trying to harm as many citizens as possible. anyone who pitched this as freeing iran is evil

Funniest part of VP was him openly hating having to work 40+ hour weeks in an office and both times he was fired they cited his “sacrifice” away from his family. As if he was the first person to move for a job… It’s tough when you are desperate for attention but no one wants to listen to your podcast. If you have a brain I beg you to not engage with any of his work. He’s desperate for attention and don’t give it to him. Just ignore

It’s hard seeing yourself in a tweet

Vinay Prasad off the record

Tomorrow

While I'm here forgot to plug that I wrote a double down piece on $TARS who is absolutely crushing their launch: mattbiotech.substack.com/p/last-boardin…

Wrote about $ANAB royalty stream weeks ago really don't see any new information for the stock move aside from more attention, analyst upgrades, and the corporate split happening a few months earlier than I anticipated. mattbiotech.substack.com/p/anaptysbio-p…

Agreed (you knew that ha) but probably has to bottom out over the next couple days. Given the decline in the stock price basically getting the upfront for free for new purchases given stock is down over $75 million. They can definitely absorb this with the much better balance sheet now

Just glancing at this thing. $ESPR bought Enbumyst today for 75mln (+ biobucks + royalties), competitor Furoscix is at >90 mln annualized 2 years after launch with a 5h infusion (wearable)! stock is -11 or basically the whole purchase price. I don´t know, this seems pretty sensible to me especially with the sales force overlap?

@AnotherBio Haha well ramp still looks decent-ish. Autoinjector helps for sure and also bumetanide DPI is kinda interesting approach

@MattBiotech yeah yeah I´m stupid, pulled the wrong 10Q

$MNKD putting up a monster of a Q for Furoscix with 23mln (June Q was 8 lol). Thought the sales milestone was a dud 99%, but looks like it just got somewhat in reach? Also SCPH would´ve been ~breakeven with that revenue, sold the company just around inflection?

@jud_guy It's hard to dump on the guy because has done some good with approval, opening centers, CHOPIN, etc...but man...

@MattBiotech Ha, the thought has crossed my mind. I own quite a bit of stock so maybe he could just let me handle CC and investor relations

$DCTH Totally get the frustration, but it's still really hard to get to revs below $110 m at current rates disclosed on CC. He should be discussing the TAM and pathways to new indications as otherwise, the R&D and SG&A ramps w/o a potential payoff cause valuation to stay low

@jud_guy I’d nominate you for CEO in a second. Honestly

$DCTH I also hope trials (or even studies) are planned for ICC, SMLC, and cutaneous (Wisconsin doing a study). IPI/NIVO used in all 3. Won't be a 1L treatment, but even at 2L or 3L, all bigger TAM than mUm.

@jeromeleonard5 Did they do data mining? I know $IDYA has a DLL3...going to take a wild guess you think they have a better ADC 😬

@MattBiotech 🤣 someone’s subconscience took over.. only data mining 💣missing

I'm sure it's a cultural/lost in translation type thing but someone should tell $ZLAB not to put literal red flags next to catalysts haha

@michael_bi6 @pemulisking Stock is really up by the amount of cash they added AH…and now they won’t be spending all their own money on it…plus a real commercial partner in the wild chance it actually works out. So kind of triple positive

@pemulisking @MattBiotech so did $JANX

$VIR partnership kinda changes everything. Data still too early to make a definitive judgement but I had oncology as a zero and the chance that it isn't - combined with the increased cash runway for Hep D - makes things much more interesting.