MetallRain

@teslarosa @aggregategains @AndreaRilli @A_May_MD @AndrewRangeley Be logical: Confirming no ER would be the same as actually disclosing the buyout is happening. PR team would NEVER front-run the formal anouncement. In any case, ER through PR is still appearing in the website (tho as a "past event") ir.abivax.com/investor-relat… Just scroll down.

@aggregategains @MetallRain_ @AndreaRilli @A_May_MD @AndrewRangeley You think I faked an email from IR? Lol get outta here, go ahead and email them yourself if you don’t believe, they are very responsive.

Thanks to @AndrewRangeley for having me on Yet Another Value Podcast! Mostly chatted about $NKTR and $ABVX, which I know someday people will get tired of hearing me talk about, if they aren’t already 😅

@AndreaRilli @aggregategains @A_May_MD @AndrewRangeley It still is.

@aggregategains @A_May_MD @AndrewRangeley A few hours ago, today's conference was inside the Past Events area

@YahuCapital Still appearing ir.abivax.com/investor-relat… Just scroll down.

$ABVX Today’s earnings report has been removed in the “Events” section of ABVX’ IR website.

@jeromeleonard5 @monaco_biotech So, would you say that instead of rushing out the topline with just the HR and immature medians, they apparently decided to wait a few extra weeks so they can also show off the full, juicy median PFS in the daro+crizo arm? $idya If so, this is quite bullish

@monaco_biotech Whuuut? So they decided to wait until mpfs for daro crizo was reached for another database lock?

$IDYA IDEAYA Biosciences Upcoming Investor Relations Events and Updated Darovasertib Topline Results Guidance from Phase 2/3 OptimUM-02 Trial • BioPharmCatalyst biopharmcatalyst.com/company/IDYA/n…

@jeromeleonard5 Please keep us updated.

I'm really looking forward to update this trade post data. Assumption that it won't trade higher than 45$ is going to cost him a lot. x.com/BOSSTRADING0/s…

Optimum01 mpfs based on ecog score $idya Ecog1 was 40% of optimum01 pop, which was 2x as high as in $imcr P3 trial

@BioWino @fakepharmabro $wve $pali $idya.... Crowded week ahead

@fakepharmabro wut we looking at?

Why must everything be crammed into the final full week of the quarter

@zephyr_z9 Amazing how deep this guy digs to find these gems. Congrats @FelixSchreibe13 , just finished reading the article. $m7u

Very impressive find

@kjnkjp What are some good japanese companies pursuing a roll-up growth strategy? $qxe is a good US ticker for example.

The idea of "roll-ups" is spreading like wildfire in Japan (no, not sushi, but M&A). Even old mgmt teams are discussing it, and it's definitely the 1980s USA vibes. This is the biggest multiple re-rating event - the underlying theme - of Japan's small cap market.

@Maximus_Holla Angry dorito >

$SIDU nice chart and basing! took starter 2.05 stop 1.79!

@Maximus_Holla Don't forget $pali

$WVE $CTMX Don't forget, Data coming next week or any day, know your risk with these bios and trade your plan!

@jukan05 @grok Analyze current SDD NAND market share of the top 5 suppliers and tell me which one is set to benefit the most.

JPM Samsung Korea Conference – Key Takeaways eSSD supply shortage to persist through 2027. Samsung management presented a constructive memory market outlook, expecting tight supply-demand conditions to continue through 2027 (with DRAM/NAND bit demand growth significantly outpacing supply growth). Management also noted that given capex spending by suppliers is concentrated more heavily on DRAM than NAND, the eSSD NAND supply shortage is expected to be severe and prolonged. Limited cleanroom space at P4 is cited as the primary driver of slowing supply additions, and management noted that technology migration will be the key driver of bit supply growth — particularly in NAND. P5 construction has commenced, with management expecting approximately three years until wafer output begins. Another notable point: Samsung management projected that HBM3E pricing in 2026 will come in above 2025 levels. This diverges from sell-side expectations — including JPM's own — that HBM3E prices would decline in 2026. (Additional upside?)

@norriharb ir.abivax.com/news-releases/… You have it there since January.

wasn't $ABVX supposed to have earnings tonight? I saw it on Earnings Whispers- but it's been taken down and I don't see anything on the company's IR website 💁‍♂️💁‍♂️

@DuarteSatirico @bioinvestor24 Nice angle! But have reciprocal discovery rights been granted so far? If not, what makes you think it will happen (and when)? Thanks!

@bioinvestor24 $NKTR, Settlement now looks more likely than trial. Any court order forcing CMO/CSO materials or opening reciprocal discovery would likely trigger a Lilly settlement to avoid exposing internal decision-making in court.🤔

I don’t understand origin of some Betaville leaks . Often time it is the bankers trying prop biotech value to encourage the buyer with lower premium .. but how does $LLy want to acquire $NKTR and within a month trashes the drug in public by asking court to unblind ISRs ? @bharringtonw11

@aggregategains @cp_option December ER date is scheduled since January. ir.abivax.com/news-releases/…

@cp_option Yes, but you could also simply attribute this to the fact that they had blowout data and needed a couple weeks to compile for Q2 thus stretching Q3 out further

$ABVX for fun here is the 2 examples of bio buyouts happening on earnings date: Biohaven Pharmaceuticals (Acquired by Pfizer) Global Blood Therapeutics (Acquired by Pfizer. Yeah, it rarely happens. So in all likelihood deal would happen next year or following week(s)

@monaco_biotech @bearsbounce That was exactly what I was looking for. Thanks! 9.9% of their portfolio.

@MetallRain_ @bearsbounce Here is the link whalewisdom.com/filer/darwin-g…

Darwin Global strikes again 🔥 It looks like I need to reconsider my opinion on $BLTE

@monaco_biotech @bearsbounce Actually heavier than abvx (assuming they have not increased it since the filing).

@monaco_biotech @bearsbounce Thanks! So Grok tells me that the $blte position could represent now around 10% of their portfolio. That is quite a high conviction move!

@monaco_biotech @bearsbounce Do you know how many names does Darwin hold as of now and what % of their portfolio $blte represents? It would be great to show how convinced they are. Thanks!

@bearsbounce It happened. As of today, $BLTE @ $149.32 is my second-largest long-term position, just behind $ABVX It is, so to speak, a copycat trade. No fund has a better track record than Darwin Global. It's already been very lucrative today 🤩

@Octopusking77 Just go to the source, man. Is as simple as that

$ABVX Isn't the company supposed to report earnings this coming Monday? Interactive Brokers show the next earnings report as March-23. Is the coming earnings date withdrawn or is it a mistake? 👀👀 🪬🐙

@seedy19tron $abvx Is there any chance your buddy can track Jets owned/operated by $lly peers (usual suspects that may be also bidding)?

Biggest breaking news of the evening: Independently verified and confirmed, exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec 9th. $abvx , Dave Ricks x Marc De Garidel…