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@AnotherBio Yes i think so. However, BSX paid up massively to get the 8fr shealth delivery, gamechanger.

Hm you´re partially right I think, but you can do some interesting math based on that as well. Logically: You have the 3B IF successful + the portion of implied valuation of MiRus attributable to TAVR which was just paid + MiRus will still be eligible for "additional payments based on net sales of the SIEGEL TAVR valve" which could be quite frankly not much to a freaking lot. Will math around a bit when I got some time on my hands. But just back of the envelope doesn´t look like the result will be AVR is fine at 9$ as a comp?

@AnotherBio @NJ_Capital_ No. Mirus is more than Siegel tavr. Also, the 3B option to buy the rest of siegel tavr is tied to achieving specific clinical and regulatory milestones. So 3B for a DERISKED Siegel tavr.

@NJ_Capital_ yeah still long. My guesstimates didn´t really change. This transaction would value AVR at 45/share if you assume it was worth the same x.com/AnotherBio/sta…

Haven´t put out anything in a while due to vacation. Some thoughts and random comments to random tickers. $XBI selling off on Iran is... Well, one reason why there is ample money to be made in biotech is that stocks love to sell off on stuff which has zero to minimal impact on the future business of the stocks (be it regional banks, government shutdowns or geopolitical concerns - some folks out there just love to sell exactly the stocks with the least impact to be had). This is just the same, we were due anyway so whatever. With half my feed turning into experts on the strait of Hormuz, LNG and desalination I´m not feeling uncomfortable adding to stuff I like at attractive prices. Whatever, turning to stocks. A 🧵, lazy vacation mobile edition. 1/X

@AnotherBio Any thoughts on the Siegel tavr?

Reason for recent $AVR strength despite tough environment? Wildly different valuation (roughly 6X) for similar / practically identical development stage. On the negative side, probably makes one acquirer (BSX) less probable

@TMTLongShort Probably the most bearish case for gold, yet you allocate 70% to it?

We closed the borders driving negative labor force growth. We shocked higher oil prices. We turbo pumped the wealth effect via equities at ATHs… And yet, inflation remains muted. We are about to crush consumer sentiment for the entirety of white collar. Every college kid is freaking out about job prospects and locking-in. The risk is going to be towards deflation even as the govt attempts to run the economy hot as we re-industrialize and buildout AI infra. The difference between now and COVID is we are pushing capital towards productive assets. I’d argue the most productive asset humanity has ever discovered. That is very diff vs funding your local miami rappers lambo with PPP loans.

@given2tweet Thanks for sharing. Any new interesting CVRs in todays market that you are looking at?

@given2tweet x.com/LiveSquawk/sta…

@MacrostratPB How should we interpret this with your earlier statements of the max pain/peak doom for markets is in august?

@Investeraren @montrose_io Tack, låter bra. Den här gången gäller det $AVR, Anteris.

@j65738 @montrose_io Jag förstår dig helt och hållet, vi är inte där riktigt ännu men du kan skriva till mig här på Twitter så tar jag det vidare internt, istället för att skicka meddelande i inloggat läge. Men vi närmar oss punkten då vi bara lägger upp "allt".

PS. Ladda ner senaste versionen av appen för att få tillgång 😘

@Investeraren @montrose_io Snyggt bra jobbat. När finns det tillgång till fler amerikanska aktier? Vill helst undvika att behöva skicka meddelande när man vill ha något tillagt. Går fort 2026 och den tiden kan ofta kosta på..

@montrose_io Haha ja det var ju det då 😅👌

@given2tweet Clearlake and Apollo withdrew from bidding, together with the ancora debacle.. Not a word about strategic?

@MacrostratPB Thoughts on the NFP last friday?

@MacrostratPB Ok, reversing and buying back cyclicals now?

@darioperkins Well, the perkins rule have been triggered?

Doom sells, so here's the "downside scenario" for you. Oil to $200 bbl tips the wobbly labour market into recession, and then the Citrini spiral kicks in. And the Fed cant cut. Am I doing this right?

@given2tweet @zebamy betaville

@Klad_blok @given2tweet

@given2tweet thanks for the YouTube covering the exact question on $FWRD I posted 2 hours ago. Would you mind accepting my following request?

@given2tweet $RPTX at 2.53 seems very compelling. Closing end of january.

@BorsFageln Det där är inklusive alla gratisprenumeranter

@TexasOncologist @BergMilton @bigmsf5869 Website up, seems very close now? miltonbergedge.com

@BergMilton @bigmsf5869 Any updates on your retail service? Assumed it was more involved to roll out than anticipated but looking forward to it

November 21

@given2tweet very nice, thanks for sharing as always.