watermelon

@DrMakaryFDA @US_FDA Hello I am selling prime business real estate near Silver Spring, Maryland. It comes fitted with HIGH MAGNIFICATION cameras and telescopes. 1 year lease, negotiable. Comes with parking, utilities, and large windows.

A milestone day for clinical trial innovation. We’re announcing the first real-time clinical trials, where @US_FDA can see data signals and endpoints in real time. A quick explainer:

This took a while but: trawspharma.com/press-release-…

Thank you for participating in the PIPE. More to come, stay tuned :)

@Respekchemistry @biofeed Try thinking of it as pure delta + leverage? Should be easier than options for you.

@Respekchemistry I try, but need more volume on LLY first.

@endpointarena @BowTiedTed Yea I think we can greatly speed up clinical trials, 10 years is too long. I think that you should be able to do all 4 phases at the same time in parallel. Potentially reducing the time to 2 years.

💯 "I love this because 1- it reorients pharma to focus on successful outcomes instead of wasting a decade on trials that won't work (each one is under a microscope), and 2- patients deserve better data on the probability of success rather than relying on a sponsor's press release"

When you buy Eli Lilly, you're betting on 50+ drugs, revenues, management, and macro Billions of dollars are allocated based on internal optimism and press releases - often greatly influenced by the one party with the most incentive to be optimistic (the sponsor of the trial) This is while: - 90% of drugs entering clinical trials never get approved - 40-50% of drugs fail in stage 3 - The average duration from phase 1 to approval is 10.5 years Until now, there hasn't been a good way to "strip" out specific exposure on whether or not a drug works A prediction market on a specific trial creates that instrument, & the 2nd-order effect is where it gets interesting - when experts (with money at stake) are publicly pricing a phase 3 at 15%, sponsors have to answer to that number. It gets harder to advance trials propped up by “internal optimism” (or financial motives) I love this because 1- it reorients pharma to focus on successful outcomes instead of wasting a decade on trials that won't work (each one is under a microscope), and 2- patients deserve better data on the probability of success rather than relying on a sponsor's press release

@anthonystaj Alright bro you literally have a friend who makes money off selling psych drugs so of course you say this. It's always about money for you.

so true. my database on BPC157 adverse events shows that doses are up, particularly in the ocular toxicity cohort

@singhlosophy They must be very happy now.

$RVMD this guy has now bought, rolled and lost on the $105 calls twice already. One day he/she/it will win their lottery.

@shkrelicat Thoughts on $GRCE?

Long $UTHR / short $INSM / short $LQDA

@anthonystaj Sir what should PIPE be at?

fwiw i like $idya a lot. 7m PFS and possibly OS HR <0.4. if that line hits it prints

@endpointarena @GeneInvesting

@GeneInvesting yes. will send DM rn.

Prediction markets for clinical trials sound like forecasting. But they’re really betting on patient lives. This introduces financial incentives that can distort science, undermine clinical equipoise, and erode trust. Medicine should not be a casino. youtu.be/MfuyQaJli88

People ask me to be more generous. I'm long $BBOT and unable to close the position. That is my gift for you.

If $IDYA sells the news I'll just close my GRCE position, double down, and go on vacation.

@idalopirdine Money isn't real.

why is $sttk a B$ company

I can't believe people bid a foreign company with 8 mm rev to 3 B.

Come visit me at the soup kitchen!

Congrats on the SLNO holders. Especially those with the balls to continue to average down.

Patient complains of muscle symptoms, says 1% incidence of muscle symptoms.

Alternative title; "My patient is retarded".

Don't know who said oral weight loss wouldn't have a market. Stacey the mom doesn't want to be pinning, she just needs to lose 5-10% for her second wedding in 3 months.

@anthonystaj Bruh just stole my idea from the server, I can't believe it. I'm going to pursue you with endless frivolous lawsuits now.

yes hello world i am launching my latest startup: TheraCebo where we are building a platform biotech premised on advancing placebos with good vibes that make users feel like they're having a silly goofy time. with generative AI, an aggressive marketing spend on podcasts and no regulatory barriers in our way we will dominate the healthcare sector in a few short years before $HIMS buys us out