Simple&Humble

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Simple&Humble

Simple&Humble

@SimpleHumble4

Offer me money, offer me power..I don't care -Elon Musk

Katılım Şubat 2021
50 Takip Edilen301 Takipçiler
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Jvnior
Jvnior@Jvnior·
🚨🇺🇸 AMERICAN PASTOR EXPOSES ISRAEL “Nowhere in the Bible does it say you have to support Israel. Dear brothers and sisters, this is not in God’s word! Let me be clear.” Jesus called jews the synagogue of Satan.
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Parody Jeff
Parody Jeff@Parodyjeffx·
This is how Christians in Israel are treated when trying to reach their places of worship. Access is often blocked, and they are attacked by the IDF. It’s a constant hell.
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Patrick Howley
Patrick Howley@HowleyReporter·
For those calling Joe Kent a grandstander just trying to undermine Trump, here is Kent more than 2 years ago BEFORE he got a job in the Admin warning AGAINST an Iran War. He was always right! Donald should have listened
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J Ahmad
J Ahmad@JAhmadOfficial·
The deep Ocean miracle of the Qur'an, discovered by modern science...
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Gerhardt vd Merwe
Gerhardt vd Merwe@realgerhardtvdm·
MASSIVE BREAKING NEWS 🇺🇸🇮🇷: It is Offical CNN says the U.S. military is responsible for strike on the elementary school in Iran that killed OVER 165 children. This is a war crime!
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Elizabeth Warren
Elizabeth Warren@SenWarren·
I just left a classified briefing with the Trump Administration about the war in Iran. I was worried before, but I’m more worried now.
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Earth Hippy 🌎🕊️💚
Earth Hippy 🌎🕊️💚@hippyygoat·
Trump murdered over 100 Iranian girls…. Just to cover up the Epstein Files.
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Freedom News
Freedom News@Freedomnewlh1m·
🚨📢 Indian consulates running terrorist network in Canada as per new Canadian security agencies. All extortion and killing are linked to Indian consulates ,who were working with Indian spy agency RAW.📢🤬
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Ro Khanna
Ro Khanna@RoKhanna·
Trump has launched an illegal regime change war in Iran with American lives at risk. Congress must convene on Monday to vote on @RepThomasMassie & my WPR to stop this. Every member of Congress should go on record this weekend on how they will vote.
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Simple&Humble
Simple&Humble@SimpleHumble4·
$NVAX - 1. Price continue to go up & hit 23$+ by March-April 2. July - Dec we may see 50$+ Why: Sales boost, Cost cut, CIC, Partnership, MTA, heavily shorted ->squeeze expected(after 23$+ ) #shortsqueeze #NVAX
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Idris
Idris@7signxx·
"While the world gets emotional over Panchi the monkey hugging a stuffed toy, it ignores the orphaned children in Gaza whose parents were k!lled by “Isr@el” clinging to their own stuffed animals because they have nothing else left." ©waterbear_mma
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JM News Network
JM News Network@JMNewsNetwork_·
An unknown man grabbed a young airport employee woman by the hair, shouted threats, and brought the knife to the young woman's face. 53-year-old Muslim named Musa Abdraim disarmed the man and saved the young woman. The police arrested the criminal.
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Arfat Sheikh
Arfat Sheikh@arfatsheikh2020·
Trigger Warning: This content contains references to sexual violence and may be distressing. On the night of 23 February 1991, in the villages of Kunan and Poshpora in Kupwara, North Kashmir, a so-called search operation by Indian army personnel turned into one of the most documented cases of mass sexual violence in the region. Women were assaulted, ranging in age from an 80-year-old woman to an 8-year-old child. Thirty-five years have passed since Kunan Poshpora, and justice is still denied. This rare footage from the villages includes women and men who speak on camera about that night, along with an interview with Professor Wayne Baker, who documented the survivors of the 1991 mass rape, and a rare interview reflecting on the crime and its aftermath. Decades later, despite investigations and evidence, no one has been held accountable. The survivors are still waiting. #KunanPoshpora #35YearsWithoutJustice #Kashmir #JusticeDelayed #JusticeDenied #EndImpunity #HumanRights #WarCrimes #NeverForget #RememberKunanPoshpora #KashmirSpeaks #SurvivorsVoices #Accountability #InternationalJustice #indianarmy
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JM News Network
JM News Network@JMNewsNetwork_·
Ken O'Keefe says that terrorists are "fake Muslims" who don't practice anything close to Islam and that Muslims love Jesus and his mother, Virgin Mary.
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Simple&Humble
Simple&Humble@SimpleHumble4·
@Anders_Research I am hearing lots of people(doctors, healthcare providers) are talking about GUTS. Looks like they've discovered something new which has a great potential. Looking forward to it.
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Anders
Anders@Anders_Research·
Totally agree with this way of framing/thinking about $GUTS. Some ramblings building off of this--how I am currently thinking through GUTS commercial potential. x.com/pinker_ste9411… Of course there will be consumers that want to get a "one-and-done" (if it actually works). Obviously the durability data is going to need to be robust beyond 12-18 months--probably about 2 years of durability is where it starts to look really compelling for consumers and more importantly for payors/insurers. They will have something like 50 patients with 2-year data by mid-2027 (REMAIN + REVEAL cohorts), and then the ~350-patient pivotal cohort will have 2-year data around year-end 2027... For the first 6-12 months when this thing potentially gets approved (could be 1H27) it might be difficult to drive adoption and coverage from insurers. Assuming the durability plays out (which the limited data from their German trial suggests it should), the question becomes, like the post says, how many patients will they need to treat annually in order to make $GUTS a $1+ billion company. Backwards engineering and using the 3x sales rule of thumb, to get to ~$300 million of annual revs, with a $10k price tag per treatment (price used by Morgan Stanley in their model assumptions and which align with mgmt's guidance towards ~1-year injectable GLP-1 equivalent), you would need to treat around 30k patients per year. This seem feasible (for reference, Morgan Stanley has this going up to 100k+ patients per year in the 2030s). The 30k is just a fraction of the 120k+ bariatric surgeries that are quoted as being performed annually in recent years (pre-GLP-1 mania years, albeit), a fraction of the ~800k GLP-1-taking patients that receive routine endoscopies each year (according to the company), and obviously a small fraction of the number of patients that discontinue a GLP-1 each year. Overall, my current posture is that it might take a little time, but that $GUTS will eventually carve out a (potentially large) commercial niche.
steven pinker@pinker_ste94119

$GUTS Valid points. I think the more useful question though isnt "why not just use orfo/glp1s indefinitely", but instead something like, how many patients would need to get dmr annually for guts to be a 1,2,3B dollar company. And then working back from there, how likely could this percentage be achieved given only good data up to, 6 vs 12 vs 18 months etc. And then one more step, how likely could this data be achieved, given previous data, moa, clinical trials etc. Asking "why not just use orfo" type questions kind of obscures the point of heterogenous consumerism based products and services in general. They will by design have their own advantages and disadvantages that drive consumer choice, and what might be an obvious trade off for one might not be for another. Which allows companies to be successful without addressing 100% of the markets wants. In cases where there are no strict advantages at all, such a dismissal becomes valid. However I dont think that's applicable in this case. After all, "why not just exercise and eat healthy instead of take orfo, or another glp-1". You get an even better side effect profile for an effectively infinitely cheaper price. And ultimately that's the choice for many. But the more useful question to Novo nordisk 10 years ago wasn't, why would anyone subcut inject themselves every week and throw up and get nauseous instead of exercise, but, only how many of them would we need to inject to be a 100, 200, 300b dollar company.

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LexPharma
LexPharma@LexPharma·
Today, we rang the @NasdaqExchange closing bell to celebrate three decades of Lexicon’s growth, evolution, and dedication to bringing innovative medicines to patients in need!
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Simple&Humble
Simple&Humble@SimpleHumble4·
@Maximus_Holla Its sitting on 2.19$ for last 1-2 hours. Volume are increasing but price is constant. Anyone got some insights?
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Simple&Humble
Simple&Humble@SimpleHumble4·
My $GUTS feeling its $7+. Morning sellout was because of stop losses. People who bought last night around $3 , got panicked. Its backing up, might close to $3 EOD or AH.
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