Matt Gline

Congrats @bradloncar!

@bradloncar I am 1000% supportive of this idea.

#ASGCT2025 is the first time I’ve been to a conference in New Orleans and I think it could be a good place to replace SF for JPM. Very walkable city, phenomenal restaurants, lots of hotel rooms, would be warm in January.

This was a fun one, @adamfeuerstein!

This was a fun conversation! Thanks Behzad, @bradloncar and @BiotechTVHQ

𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰: Tune in tomorrow for a new episode of Off-Target Effects with @gline. Matt interviews Avoro Capital's Behzad Aghazadeh.

@given2tweet This is totally fair! We didn't think of it but will do next time.

@given2tweet I probably could have taken that one, actually...

@given2tweet @70 I can give German Merck a call…

@Biohazard3737 Anything, including appearing on "Queer Eye" per this recommendation from @BaniaInvestor, is on the table if we think it would help.

@adar170 @biotech_bro As far as I know he still has a lot of other things on his plate.

@gline @biotech_bro So he’s coming back home to roiv? 🤣

with vivek out what has he done in career to make him an ally to biotech? trader QVT Roivant got lucky sumitomo yolo into it left before tl1a dont think it mattered whether in DOGE or not

@BiotechCH Thanks for the battlefield promotion!

@Biohazard3737 Should we? I think we have to take the risks we are best at assessing, but I have occasionally had (slightly depressing) visions of how much easier in terms of time and tears putting it all in BTC (or NVIDIA stock, or bored apes, etc) might have been.

@AcidsmanL @john_bresnahan @PharmaVoice Hey, we fail all the time without even trying! It’s just a fact of life in biotech…

@john_bresnahan @PharmaVoice Uncommon view, Roivant may have to intentionally commit some limited-loss 'failure' (Low double digit millions) just to show they will not be always winning, if they keep striking home run every game no one will sell them stuff or come under very unfavourable terms.

@short_vix Yes

Does Roivant still have a stake in Datavant? $ROIV

@given2tweet My first instinct in thinking this through is you should definitely get some better CEOs to follow you, you are scraping the bottom of the barrel!

@given2tweet @trygln88 Don’t know yet! But weird markets and good data trump weird data and good markets every day of the week…

Can someone explain the diverging $IMVT and $ROIV moves on this data?

@bradloncar @Roivant @BiotechTVHQ Thanks for having me @bradloncar - I enjoyed our conversation!

Today I’m at an HSBC conference in New York. Among others, I’ll be speaking with @Roivant’s Matt Gline for @BiotechTVHQ. Let me know if there are any burning questions for Roivant.

@given2tweet I say I’m not allowed to trade $IMVT calls.

Great chatting with you @MichelleF_Davis! Thanks for having us at #BIO24, @IAmBiotech!