PA

@pemulisking Riot

What is this, a premium for ants?

@Taintslapp12283 @A_May_MD Lly says no thank you they going to cure mash.

$abvx @A_May_MD should I chill TF out?

@threadanddoc @justkissmyRezpe I mean it’s lly they have a lot of fire power … if they wanted to buy both I think they can easily do it .

@justkissmyRezpe @PaulAtreidesBio yes lly is saving themselves for abvx

$mdgl ??

@justkissmyRezpe @threadanddoc I can see glps and rezdiffra getting comboed ?

@threadanddoc @PaulAtreidesBio This acquisition doesn't make any sense

@threadanddoc lol , I mean they recently got something right …

@PaulAtreidesBio x.com/CHItraders/sta… betaville i think lmao

@markgurman Did they just put a wrapper on something or did they legit cook something new ?

BREAKING: Apple is planning to open up Siri to run any AI service via their App Store apps as part of iOS 27, dropping ChatGPT as the exclusive outside partner in Apple Intelligence and Siri. bloomberg.com/news/articles/…

@threadanddoc lol

nvm pharmdca owns it

@idalopirdine Bro science

We're supposed to be sophisticated investors what are we doing

LMAO

@anthonystaj @BalaBioResearch CPB-751?

@BalaBioResearch i will be infringing on COM. i will call it BPC167 to differentiate

i would like to announce my new startup: treating BPC157 induced turbo cancer. thank you peptide bros for creating this unmet medical need i desperately need to save you from

@Sanctuary_Bio are you talking about kpti or ibrx?

Sit back and enjoy today's feed which will consist of the cult whining about shorts and manipulation Reminds me of that one VC last year who thought one of his portfolio companies found the cure to multiple cancers. Ok

@Sanctuary_Bio He did tell ppl to inject disinfectants during covid didn’t he ? Haha

excuse my ignorance but what is the logic in bombing energy infrastructure in the first place...isn't the whole point to kill the regime AND for the new Iran to be able to recover? isn't it more likely Trump just constantly tweets dumb crap without thinking about repurcussions

@Taintslapp12283 I bet you know something , you’re not guessing , and you have a clue .

$ABVX it’s important to remember that no one here has made a deal with big pharma and no one on X knows anything. Nothing, everyone is guessing. No one has a clue. No one has an edge. BO can be tomorrow, can be April 14th, May 9th, after maintenance or never.

@DrMakaryFDA Yeah , we saw what happened with replimune . Actions speak louder than words Marty .

We’re delivering for cancer patients who have been waiting for game-changing therapies.

@seedy19tron @adamfeuerstein I’m here waiting for the main event.

@adamfeuerstein Tokat spoiling SMIDs! Give us more dealssss

Some interesting comments from Jacob Van Naarden, $LLY head of business development, at STAT's Breakthrough Summit East event yesterday: On deal volume: Jake, himself, is seeing approx 10 deals per week, ie deals that are important enough, or diligenced enough, to cross his desk. "We are making more offers than you can possibly imagine. Either me personally or members of my team are making between three and five offers a week to either license something or buy a company or do some kind of discovery deal. Of course, you haven't read about all those because they don't all end up happening..." Why don't all these deals get done? A lot of deals are small, or involve private companies or preclinical assets, are not press released, etc etc... However, when it comes to public company deals... Jake: "What's interesting is how many of the multi-billion dollar deals we are attempting to do, and sort of get rebuffed with some frequency..." He added... "We engage with a lot of publicly traded companies... and those are the ones where I'm particularly surprised you put sort of a market premium offer on the table, and you're not even granted a conversation, so to speak, as you have a conversation, but it sort of doesn't go anywhere. That's pretty surprising, and that's that's happening more frequently than I would have expected."

@Sanctuary_Bio Warren called him out for being in the Epstein files .

Why is market spiking? Is it this? Cause Warsh is seen as hawkish? cnbc.com/2026/03/19/tru…

amazon.com/Breakneck-Chin… Interesting read.

@Sanctuary_Bio Yeah if you are highly mobile work wise the closing cost themselves should be a deterrent enough not to mention it’s not easy to sell a home in this market we are in right now atleast in the city I am in .

@PaulAtreidesBio yea location is big factor. some places gap may be way too wide Someone else also mentioned that people who actively choose to rent who can purchase are usually single, highly mobile (work-wise) and have no dependents. I think that's largely true.

switching gears here a bit because I'm bored. I actually find this interesting, in particular that only 0.2% of holders hold over $200K CAD. The total contribution limit since 2009 when this program initiated is $109k.

I am scared

@Sanctuary_Bio I generally agree with your sentiment though most people probably don’t have the discipline to rent and invest the difference .

@Sanctuary_Bio This is actually funny I was having the exact opposite conversation with a friend while on vacation . I was telling him he should keep renting as his rent is going to be half the price of a mortgage and insurance , taxes , and maintenance . 3500 rent vs a 2M home .