TaxiBiotech

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TaxiBiotech

TaxiBiotech

@TaxiBiotech

PhD. Passionate about biotechnology. ESP/ENG. Independent analysis of news, companies or trends Information/entertainment purposes only, not financial advice.

Katılım Aralık 2020
136 Takip Edilen495 Takipçiler
TaxiBiotech
TaxiBiotech@TaxiBiotech·
@ej23ny @semodough Wait, seriously? I’ve been checking a couple of apps and they’re all saying it’s about 10M. 0.7M OS
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dough
dough@semodough·
$ARTL #Biotech low float Friday pump today 🤷‍♂️🤷‍♂️🤷‍♂️
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zerohedge
zerohedge@zerohedge·
*EU COMMISSION: DISCUSSED PREPAREDNESS IN CASE LONG DISRUPTION double the number of daily conf calls?
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TaxiBiotech
TaxiBiotech@TaxiBiotech·
In this environment of liquidity crunches, rising bond yields, billion-dollar IPOs, and general uncertainty... where are biotech stocks going to find the capital to fund themselves? $XBI $IBB
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TaxiBiotech
TaxiBiotech@TaxiBiotech·
@Emircngr @RNAiAnalyst good for children. Bio traders fucked as usual hahha. Luckily, the previous run-up is saving some.
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Emir
Emir@Emircngr·
@RNAiAnalyst I've been saving up for two years and constantly following this company; hopefully, it will eventually result in a treatment for children and a good profit for us as well.
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Dirk Haussecker
Dirk Haussecker@RNAiAnalyst·
$rckt KRESLADI pdufa this week...open-label, n=9; but it really is ultrarare. It's got to be approved. Have a small long position.
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TaxiBiotech
TaxiBiotech@TaxiBiotech·
@jfais20 Got caught on this one. Luckily, the previous run-up is saving me.
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Egan Peltan
Egan Peltan@EganPeltan·
This is totally out of control: There’s 0 - I repeat 0 - evidence any of the LLM work did anything meaningful for Rosie’s cancer I’m sorry to rain on the parade here. I know we want to believe. But, it’s possible to do a lot of things and have nothing happen @paul_conyngham co-administered α-PD-1 (conventional immunotherapy) with a TKI and the mRNA. It’s probably the most effective cancer immunotherapy of all time. This isn’t a small detail! There’s no evidence his process (beyond FDA approved doggie α-PD-1) had any impact on disease progression. The most parsimonious explanation is a partial response to α-PD-1 I get it. The chat bots make for a great story (although checking multiple LLMs isn’t validation), but it’s really just a neat story. It’s fundraising copy. Before he starts selling the “custom neoantigen mRNA vax” story to consumers, he should provide some evidence it did anything! That’s responsible citizen science This is just storytelling for the AGI true believers. Specifically, a story in search of venture money
Sam Altman@sama

The coolest meeting I had this week with was Paul, who used ChatGPT and other LLMs to create an mRNA vaccine protocol to save his dog Rosie. It is amazing story. "The chat bots empowered me as an individual to act with the power of a research institute - planning, education, troubleshooting, compliance, and yes, real scientific design work in converting genomic data to a vaccine prescription and designing the treatment protocol around it. But they worked alongside humans at every step. The combination is what made it possible." It immediately got me thinking "this should be a company". Also, Paul is an extraordinary guy. This should be easy to do, but it is not yet.

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TaxiBiotech
TaxiBiotech@TaxiBiotech·
8/ I warned you in a video a while back: the obesity sector was going to get very difficult for small, early-stage biotechs. What we saw today with $WVE confirms we haven't learned the lesson from COVID.
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TaxiBiotech
TaxiBiotech@TaxiBiotech·
The "Obesity Drug Bubble" and Phase 1 Biotechs 🧵👇 1/ Why did $WVE crash -55% and $ARTL -32% after reporting progress in obesity? It’s not bad luck. We are seeing a rerun of what happened with COVID vaccines. I’m opening a thread on my theory. 🧶
TaxiBiotech tweet mediaTaxiBiotech tweet media
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TaxiBiotech
TaxiBiotech@TaxiBiotech·
8/ Ya os lo advertí en un vídeo hace tiempo: el sector de la obesidad se iba a poner muy difícil para las pequeñas biotechs de fase temprana. Lo que vimos hoy con $WVE confirma que no aprendimos la lección del COVID.
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TaxiBiotech
TaxiBiotech@TaxiBiotech·
La "Burbuja de los fármacos para la Obesidad" y el las Biotechs de Fase 1 🧵👇 1/ ¿Por qué $WVE cae un -55% y $ARTL un -32% tras presentar "avances" en obesidad? No es mala suerte. Estamos viendo la repetición de lo que pasó con las vacunas COVID. Abro hilo sobre mi teoría. 🧶
TaxiBiotech tweet mediaTaxiBiotech tweet media
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