Larry
5.5K posts
Larry
@lfholt
I got the AM. 🎄,🌆, ✝️,🏳️🌈, 🎶, 📈, 🏟, & 🌮. Roll Tide. (he/him). (AL-TX-OR-CA)
Los Angeles, CA Katılım Haziran 2009
2.2K Takip Edilen1.5K Takipçiler
It’s actually disgusting that Semi-Charmed Life doesn’t have a billion plays on Spotify
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This is very much not a status game. All of public life involves these kinds of negotiations and always has, whether you realized that or not. This isn't in opposition to society; it *is* society itself.
Wes, the Dadliest Catch@wfenza
These people are the enemies of society. Do we not have enough little etiquette rules that everyone is expected to know intuitively (that end up just being proxies for class or social circle)? Must we keep making up new ones that we all judge each other for, despite the fact that ten minutes ago, it was fine? I'm convinced this is all just a status game and I refuse to play
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@pawcio2009 If I manage to catch the groundhog, who keeps destroying my wife's flower bed, I can join you business. Today at 9 I have presser to announce a war against groundhogs
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I have a raccoon drinking vodka out of my garbage bin every Monday. Real life.
Barstool Sports@barstoolsports
Erling Haaland arrived back in Norway with the most American souvenir possible A stuffed raccoon drinking whiskey
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I deleted my earlier, more forceful take, but maybe I’ll just reframe it this way: what else in public life has the same characteristics as seat reclining where the benefit to you for reclining is very small but the downside to the person behind you is very large?
Can you think of anything else that has this property and for which we wouldn’t describe engaging in the behavior as antisocial?
Jack@tracewoodgrains
against my will, I'm fascinated by how much conversation this has inspired. people want to establish a gentleman's agreement to not press the little button the airplane gives you? they're writing thinkpieces about this? people are comparing it to returning shopping carts?
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Did some thinking on $REPL. Long form in screen caps on next post
OS curve censoring: non informative censoring assumption is tough stand on based on public disclosures; 48% OS estimate upwardly biased?
Basically: what allowed the short TAT CRL to BLA when $repl states the new submission is based on IGNYTE and FDA stated exploratory analyses of RP-1 are insufficient? Only “new” data is mature OS
Alternatively (likely) this is purely political theater and I’ve wasted my time
I am split on AA. I think it’s overpriced at $11. I think early Aug put options were good value a week or two ago, less so now.
tbh I am hoping for approval to short on a quick $15-20 pop. 2b is over-priced and I remain skeptical of full approval/think commercial path won’t be easy.
Also think AA might present a good time to buy $IOVA, which I like short and longterm, including thinking their early Aug earnings are good
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Wait till you see their top 10: Nebraska
Mass
ND
VA
NH
HI-sure
CT
MN
NJ
Maine
Vermont
Leading Report@LeadingReport
10 worst states to live in for 2026, per CNBC: 1. Tennessee 2. Texas 3. Indiana 4. Louisiana 5. Georgia 6. Utah 7. Missouri 8. Alabama 9. Oklahoma 10.Arkansas
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Larry retweetledi
Pulp - Common people 2026 Madrid MadCool youtu.be/ObRRqYRp1To?is… via @YouTube
I was here. Near 2am the song that I was waiting for. Common people like me were lucky to be at this festival this week.
Back to normal on Monday.
YouTube
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@bradloncar @BiotechTVHQ Would love to see Pedro Beltran ($BBOT) interviewed!
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Tonight I'm going to be interviewing BridgeBio's Neil Kumar for @BiotechTVHQ about the approval. Let me know if there are any questions you'd like me to ask. $BBIO
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good questions. unfortunately, it's too early to tell how '818 (or the other assets) will differentiate itself from darax/zoldon et al. theoretically, it's selective pan-kras may offer a cleaner safety profile. combo tolerability and synergy will dictate future winners here.
my thesis is multiple shots on goal at a reasonable valuation/cash position with strong teams behind the science and development plans.
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while many seem to have just discovered $eras on biox, i recently reposition my eras 10x+ profits into a growing $bbot position.
fdmc: $700m ($7.50/sh)
pro forma cash: $350m
catalysts: 2h’26 ph1 updates for all 3 clinical assets (pan-kras, kras g12c, and ras-pi3k)
team: ceo former amgen oncology research head + bod member former jnj onc head.
financebully@financebully
@Maximus_Holla and only a $1.7b mc. i'm already up 300% on $eras from summer buy. much more room to run. sold half and realized 2x profit. remaining position is just gravy.
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