@MelMattison1 It looks like first and foremost youre a scammer. Saw one of your videos and based on your living conditions youre either not a great investor or cheaper than warren buffett. Gonna guess the former.
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This doesn’t look good. Tiger might be an alcoholic. I have to admit that I’m a great investor, Duke MBA, start up entrepreneur, author and so on. But I am also an alcoholic. I would not wish this infliction on even my worst enemy. It is a horrible shame and struggle to deal with. I apologize for any offense I have given with past posts. I generally agree with the thrust of all my past posts, but often my rhetoric goes over the top when I am drinking. I have decided today to seek help and stop drinking. I’m sorry for being a jerk so often on this platform.
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@_kpeter12 @EuroEule @OncoRareVoice Agreed with zero argument that Marc's knowledge of the space >>> mine.
Still am concerned about the game theory of it all.
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$ABVX is worth what someone pays for it.
If $LLY and $AZN can't meet Marc on price, is there more risk in the stock than we realize?
Is BP undervaluing or is Marc underestimating risk?
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$CGON the sleeper to go next? Been steady up this year. No one talking about it can't hurt
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$wve i (virtually) participated in the study just to show you what a 3% smaller waist looks like in real life. I am wearing here the same belt btw.
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@Antifunbw @pnani456 @JaguarAnalytics @A_May_MD I dont think jaguar has any clue what he's doing. Scammer.
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Hidden Angles -- March 24
jaguaranalytics.com/wp-content/upl…
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$ABVX I just saw a Protard in Ibiza. Now that Sofinova has sold out I can promise you we wont hear another peep out of La Lettre. Only took 3 pumps to get the job done. Well done all around all. 🤝 💰
The dumb money you ask?
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@wrestlerush @BWLH_ Can I get an hourly on that 100k? Any stress?
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She’s married to a Panda Express manager in Pleasant Prairie, WI.
TB EGO@TomBradyEgo
Never Forget when Russell Wilson’s ex wife thought she was set for life on Draft day 💀
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@JackMan724444 @ScribblesTay @A_May_MD Jack youre so dumb brother. And influence by price action. Id bet everything i have this will never go commercial. There wont be a partnership.
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@ScribblesTay @A_May_MD Thats what they all say in negotiations, $ABVX no different. If they dont come to an agreement on price, we'll just raise money and take it to market.
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$ABVX degen traders dumping the stock on a CNBC article saying exactly what I’ve been saying since the trial hit back in July, and what was already blatantly obvious from the earnings release yesterday. WAITING FOR MAINTENANCE DATA is the ideal negotiating leverage.
Read the quote below from the CEO. It could not be more obvious to me that this is the correct strategy.
Catalyst wait times don’t get a lot shorter than 3 months in biotech, btw. CHILL.
cnbc.com/2026/03/24/abi…
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@A_May_MD $ABVX This doesnt even preclude a deal before maintenance either. There are likely at least 2 parties who have done a lot of diligence and so a deal can still come together quickly if there's any sense of urgency and price can be agreed upon.
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@LuckyPenguin10 @johnkmason They probably delayed her formal appointment to CYA
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This is one of the most critical elements of the FDA + Arnold Ventures timeline, so I'm glad @johnkmason brought it up.
There is a clear, and very important, distinction between a government official serving in an 'acting' capacity vs. their formal appointment.
The critical date would be based on when Szarama began participating in CBER decisions, not her formal appointment date.
$QURE $XBI #FDA
John Mason@johnkmason
This is a solid thread surfacing influence by AV over FDA, but one quibble: I haven't seen any sources confirming that Szarama was hired earlier than Dec 2025 (incl her LinkedIn). Source 12 is dated Dec 2025, after the $QURE pre-BLA meeting in which CBER reversed on AMT-130.
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@TedKaridis @ej23ny @semodough Lol its not worth rubrics time. Literally a rounding error to them. Tax offset. Move on.
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@TedKaridis @ej23ny @semodough When are you two going to realize this is a zero? Its trading at 32 cents for a reason. You had years to get out in the $2s, $3s, and $4s
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$MREO & why has Denise not been fired yet ???
Biotech@ej23ny
$MREO lets go finally the CEO woken up. alvelestat in bronchiectasis indication is finally reality Phase 2b study 250 patients, randomized 1:1:1 to receive one of two alvelestat doses with standard of care or placebo with standard of care. Vs $INSM $XBI $XBI $SER $AZN
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@johnkmason @chillipickle7 Yes. Bottom line the FDA's mandate is efficacy and safety. Not efficacy in the contrxt of cost benefit analysis. The agency was compromised by a billionaire ideologue. Regardless of what you think of AMT-130 itself, this is exactly as you say, disturbing. $QURE
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@chillipickle7 I think this post summarizes it best.
If the real reason $QURE/AMT-130 and others are getting rejected is because Arnold Ventures wants to value human lives at 30k pounds rather than because the drug works/doesn't work, that is highly disturbing.
x.com/docrodwong/sta…
Rod Wong, MD@docrodwong
this is the first major mention i've seen of arnold venture's influence on this fda. arnold is said to be have been a major backer of prasad's research (i don't have proof of this, have just been told many times), and as wsj notes, szarama worked at arnold before prasad brought her in. most aren't aware arnold ventures was the major backer of ICER, the group that defines the value of medicines for the UK (which is set at a cap of roughly 30k pounds per human life year). it is also the reason the UK has dropped below basically all other developed countries when it comes to access to rare disease medicines. in short, arnold doesn't believe rare disease medicines are worth it, and it's natural to conclude prasad and others were bringing that philosophy to fda. now it's fine to have that view as a society (as the UK chooses to), but the trump administration represented the opposite, which is to accelerate access to rare disease medicines. wsj.com/opinion/one-ex…
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I'd like to see Makary removed (not least to lighten my $QURE bags)... but why does it matter if he and VP received grant funding from AV? I don't understand how this is controversial.
Jing Liang 🇺🇦@AppleHelix
Okay, Before today, I knew Arnold Ventures funded Vinay Prasad - but I didn't know the amount. Today I learned that: - Vinay Prasad was funded by ~$4m grants from 2017-23, and continues to be funded by AV - Marty Makary was also funded by AV - $500-$1m in grants - Tracy Beth Hoeg was supported indirectly by Arnold Ventures while working in Vinay Prasad's lab So basically Arnold Ventures was able to place ideologically aligned people at the FDA. TO BE CLEAR, I think @Arnold_Ventures does great things. I agree with its goal of lowering cost of medicines. However, I disagree with its approach. I also think sometimes, they end up funding ideologues - people who wants to "prove" their biases rather than being evidence or fact-driven.
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@mike98572986 @RxRegA Jessica prob getting paid too she been unemployed just chilling at home
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$qure $clpt @RxRegA must have a room full of posters of Prasad’s face in her bedroom. I don’t think I have ever seen someone slobber over such a despicable human being. She bans everyone so you really can’t comment on her disgraceful posts. She must really be looking for some work to be slobbering over him so much. Maybe she wants to go to work in his lab. I think he once said hi to her in person, she tripped over herself awkwardly and fell down in front of him. Prasad laughed, smiled and said hi, he walked away immediately and ever since that day she fell in love. Tough times out there for this former fda person of 1 year. What is funny about this whole situation is if she ever saw Prasad again he would probably laugh at her.
El Mono Grande@ElMonoGran42994
@RxRegA His outrageous public treatment of $QURE and bias against established standards, pushing back on pre-agreed trial designs, overruling senior staff in fields way out of his competence, creating huge uncertainty in the industry…is what caused his down fall. Unfit for the job
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$QURE
Would you like to have a threesome and discuss how the purpose of insurance isnt to pool risk to protect unlucky outliers but in fact to punish them?
We usually target med school indebted doctors out of their respective wheelhouses but you look easy to control as well.
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@MattyKirsh @Biohazard3737 Thinking the same will happen to biotech but a few years later
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Do you think there’s a corollary for AI impact on biotech TVs? Previously if a drug was approved as FIC without late-stage competition in development, you might assume that it would not have much competition throughout its LoE. Now, you can assume that any good drug will most likely have meaningful competition in the latter half of its LoE, even if there isn’t much same-class dev pipeline competition at launch.
Would love to hear when (if ever) you think we need to revise our typical biotech valuation templates
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