RawbarDestro
1K posts


*MERCK NEARS $6B DEAL TO BUY TERNS PHARMA: FT $MRK $TERN

Day in the life of a mid 30s guy in the suburbs (Saturday edition/no kids): 7:30am — wakes up before his alarm anyway 8:00 — walks the golden retriever 8:30 — chug a black coffee 9:30 — Costco run that somehow turns into $347 12:30 — eats samples like it’s lunch 2:00 — “quick” nap that ruins the rest of the day 4:30 — stands in the backyard staring at nothing 6:00 — gets yelled at by his wife for something he definitely did wrong 7:30 — 1.5 beers = exhausted 9:15 — falls asleep mid-movie he picked 2:30am — wide awake for no reason, contemplating everything Same script every weekend


$ABVX mgmt in 1:1s: • CCO hire to be announced on Monday in the earnings PR • Expect to raise post-maint • Not happy with La Lettre; have requested them to stop • Bullish tone re: maint data, but setting a modest bar Still one of the best names with an incredible asset. I’m glad they’re insulating themselves with commercialisation prep, just in case they have to go at it alone.


If you know you know





Imagine you had to choose your life at age 40: Option A: Single. No kids. $10M net worth. Travel anywhere. Total freedom. Quiet house. Quiet holidays. Option B: Married. 3 kids. $1M net worth. Drive a Toyota. Chaos every morning. Loud house. Full dinner table. Be honest, which life are you choosing?



Ex-Starbucks CEO ditches Seattle for Miami as Dems move to impose 'millionaires' tax' trib.al/DkcVEh1













$ABVX buyout happens this month. How do I know? The French have a 4 day weekend coming up first weekend of April. Marc wants to be knee deep in Burgundy and blow that weekend. Not spend it talking to polyester suit wearing American banker dweebs.





