Pharmdca

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Pharmdca

Pharmdca

@Pharmdca

USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of my Investments and not a recommendation. Please do your own due diligence.

United States Katılım Eylül 2013
168 Takip Edilen108.2K Takipçiler
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Pharmdca
Pharmdca@Pharmdca·
LT position updates Part 1 20 Portfolio Pick Buyouts $RNA $NARI $BPMC $MYOV $IMGN $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML $JUNO $CMRX $RLYP $ITCI $KVUE Tech positions- $AMZN $SOFI $META $NFLX $RBRK $COIN $GOOG $RDDT $APP $NOW $NVDA $AMD $UBER $ZS $CRWD $MELI $LMND $CRDO $FIG Top Biotech positions: $VKTX $CYTK $DAWN $ARDX $BBIO $TMDX $MDGL $HROW $SLNO $IMNM $CRVS
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Tom Golden | Men Are Good
Most boys are taught how to treat women. Almost nobody teaches them how they should be treated. Tammy Sullivan exposes the manipulation tactics men are rarely taught to recognize.
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Pharmdca
Pharmdca@Pharmdca·
$CRVS most of post data spike gone. Insane
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Wall St Engine
Wall St Engine@wallstengine·
EXTREME FEAR
Wall St Engine tweet media
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Pharmdca
Pharmdca@Pharmdca·
Have a great weekend everyone.
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Quiver Quantitative
Quiver Quantitative@QuiverQuant·
JUST IN: The national average gas price has risen to $3.91 per gallon, per AAA. It has risen by almost a dollar over the last month.
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Dr. Toonces, MD, PhD
Dr. Toonces, MD, PhD@toonces4280·
30,000 Americans are symptomatic with Huntington's disease right now. Another 200,000 carry the gene. There is no approved treatment that slows progression. None. AMT-130 showed 75% slowing at 36 months. The 48-month data drops this summer. If the numbers hold, the FDA will have to explain why it spent months calling this therapy "failed" instead of reviewing it. $QURE #HuntingtonsDisease #AMT130
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Pharmdca
Pharmdca@Pharmdca·
$VKTX Pipeline in a nutshell. Grossly undervalued. Active partnering dialogue is ongoing across pipeline assets (including MASH) Oral VK2735 Ph3 • Oral advanced directly into Ph3 • Target dose range narrowed to ~20–60 mg and Co highlighted encouraging efficacy even in 15 mg cohort. • Oral PK appears broadly comparable to subq (oral t½ ~8–9 days vs. subQ ~8–10 days). • Phase 3 oral design: • Smaller sample size (~75% reduction) and shorter duration than VANQUISH. Cost much lower vs SubQ PH3 trial. Faster enrollment and earlier to market. • Reduced pill burden (max two tablets vs. up to four in Ph2). This should bode well from safety standpoint. Less GI issues. • Lower starting dose and shorter titration to reduce GI burden. Maintenance study • This is a major near-term catalyst • Weekly to monthly injectable transitions • Injectable to oral maintenance Subq Ph3 VANQUISH-1 is fully enrolled VANQUISH-2 will finish enrollment this quarter. PR any day Co may potentially include a maintenance arm in the Ph3 1yr OLE, pending positive data from the maintenance study. PH3 data in 2027 Amylin Ph1 SAD data is expected by year-end. This is another big catalyst this year besides the Maintenance Study data. Financial & Strategic Positioning Co currently has greater than $700M cash, to fund through 3 major milestones - sub Ph3 + commercial readiness, maintenance Ph1, and oral Ph3 - as well as earlier pipeline including amylin through Ph2. Co believes Ph3 oral trials are materially cheaper due to smaller size, shorter duration
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Pharmdca
Pharmdca@Pharmdca·
Some good opportunities in Bioland $CRVS $HROW $ARDX $TMDX $TRVI
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
CHUCK NORRIS, ACTION ICON AND ‘WALKER TEXAS RANGER’ STAR, DIES AT 86 - VARIETY
*Walter Bloomberg tweet media
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Pharmdca
Pharmdca@Pharmdca·
$SPY Market is in extreme panic mode and makes sense with all the uncertainties its facing. A snap back rally if any positive development especially from the Iran war.
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Pharmdca
Pharmdca@Pharmdca·
$RDDT is green
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Pharmdca
Pharmdca@Pharmdca·
$QURE unusual catalyst for this company is if @DrMakaryFDA gets fired sooner or later. Stock will double in a heartbeat but that's the pure speculation at the moment.
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Pharmdca
Pharmdca@Pharmdca·
Watch Dhurandhar 2.
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Pharmdca
Pharmdca@Pharmdca·
Tech stock on sale $META $RDDT $AMZN $NVDA $CRDO and many more. $SOFI $MELI etc. Market facing lots of uncertainties at the moment from War to Oil to Fed to rate cuts/hikes to Economy in general. As an investor, you just gotta chill because this phase will be in hindsight.
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Pharmdca
Pharmdca@Pharmdca·
Well said
Ram Gopal Varma@RGVzoomin

The @Dhurandhar2 is a HORROR. It is a horror for all filmmakers who built their careers and their fortunes on dumbed down, over the top cinema. The cinema that demanded the brain to be left at home . The cinema that was rammed down our throats full of LOUDNESS and MASALA which will be now soon on a ventilator struggling for breath #Dhurandar2 will scare the living hell out of every filmmaker who still worships the godly hero In #Dhurandhar2 , @RanveerOfficial killed all those heroes who never bleed ,and never feel pain , and then over the dead bodies of those kind of outdated heroes ,he gave birth to a true real hero , flawed, yet dangerous and unpredictable and also his heroism comes from his actions instead of being thrusted upon the heads with ear drum shattering music Compared to this new kind of hero , the godly heroes will suddenly look ridiculous, almost like clowns in a circus. And then their blind worshippers will feel naked, exposed and scared hearing of the collections #Dhurandhar2 will terrify those who built their careers on action set pieces where physics is a joke and gravity is non existent . The scenes, where men are thrown fifty feet in the air, bounce off the ground like rubber balls, survive explosions that would vaporise cities, and still deliver punch dialogues while dusting their shoulders will be hunted and killed by the new audience After the audience saw action that actually hurts, that actually bleeds, the flying goon brigade will suddenly feel cheap, fake, and embarrassingly ridiculous . The filmmakers who still swear by wires and cranes to fake uplift the heroes will now wake up shivering in cold sweat. It will make the pan india directors tremble in their chairs , the ones who still believe characters are created by hairdos, costumes, photo shopped six packs, and designer clothes instead of intrinsic psychological depth When the audience of #Dhurandhar2 saw a hero whose power comes from his mind and not his biceps, the hair and costume school of cinema will look like kindergarten dress up. Dhurandhar 2 is not just a film. It is a verdict. With Dhurandhar 2 @AdityaDharFilms cut off the head of that kind of cinema , the one that insulted the intelligence of the audience , the one that replaced stories with bloated gaudy visuals , the one that turned heroes into gods and audiences into sheep The collections of #Dhurandhar2 are now in the process of burying all those earlier makers beliefs in a grave so deep that even their ghosts can’t come out And the screams you are hearing now of #Dhurandhar2 box office collections is the collective sound which is announcing their deaths. If the makers of those kind of films which are already under production , or about to start shooting , don’t go back to their drawing boards and exorcise themselves by watching #Dhurandhar2 multiple times even GOD can’t save their SPIRITS But the problem is , even if they intend to do that , they might have tonnes of money, but where will they get the brain of @AdityaDharFilms ? 😳😳😳

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