Markland55

541 posts

Markland55

Markland55

@markland_55

Disclaimer: my tweets aren’t intended to be investment advice

Manhattan, NY Katılım Şubat 2020
473 Takip Edilen283 Takipçiler
Brother Rachid الأخ رشيد
🔥 Game Over: The Rules Just Changed Hamas played a dangerous game, and Israel just delivered checkmate. For years, the pattern was clear: Hamas would send its members to kill and run over Israelis. When they were captured, the next move would come, kidnapping Israeli soldiers or civilians to force prisoner swaps, sometimes even for bodies. The strategy worked. It led to major releases, including figures like Sinwar, and ultimately encouraged escalation, culminating in October 7. Now Israel made a shift: enough is enough. Any terrorist who kills Israelis will face the death penalty. The goal is simple, remove the incentive structure. No more leverage, no more exchanges, no more rewards. The new policy changes the game entirely. Attacks bring no return, kidnappings lose their value, and the cycle is broken. Hamas played the game. Now they are facing the consequences.
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DoctorDueDiligence
DoctorDueDiligence@DueDoctor·
@Banana_Oncology The need for Biotech Raiders is great because of corrupt management and boards who would rather collect paychecks than take care of shareholders Need to bring back shame
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Deramiocel (Cap-1002)
Deramiocel (Cap-1002)@1002Cap·
@US_FDA you have a double-blind, placebo-controlled Phase 3 trial that hit pre-agreed endpoints, in a disease that kills children, with a therapy that has no approved cardiac comparator, backed by 10+ years of clinical development and 48-month open-label extension data showing
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Markland55
Markland55@markland_55·
@Maximus_Holla I’ve been a holder since 2020 great to have you on board Expect Updates on Becker and a rerating to $65 by end of q2
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HODOR
HODOR@Maximus_Holla·
Funny thing about Twitter… nobody ever loses money here. Only winners. I always try to post both ways! I’m currently down about $750K from ATH. Mainly: • $320K from $ABVX (when it went down from $150) • $240K from $QXO (when it went down from $27.61 ) Rest here and there! Those are still my two biggest positions and I’m holding both. Could’ve been worse but I cut some speculative names when mentioned cleaning, put on some hedges, and a few other bios held up well and even went higher! When markets get choppy with macro & geopolitical noise, the goal isn’t to force trades every day. The goal is to protect capital and control downside. Survival first. Opportunity comes later.
HODOR@Maximus_Holla

Just hit another $1 million month to date! The market’s been strong, and I’ve been working to capitalize on the momentum. It wasn’t about one name , my biggest winner was $96K, while the biggest loser month to date was $80k (thanks to $OSCR giving back a bit from last month’s gains) while 2nd biggest loser was 18k! Also, I want to say a big thank you for helping me cross 50K followers , truly humbled and grateful. And finally, my motto is always “The more you give, the more you get back.” If you’ve made some gains this month or this year, consider giving a little back to someone in need. It’s one of the best investments you’ll ever make.

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Markland55
Markland55@markland_55·
In under 30 days, U.S. forces will handle the Strait of Hormuz: neutralize the IRGC threats, clear the mines with precision, and get the oil tankers cruising again Meanwhile, FDA's Vinay Prasad wraps up his eventful run by end of April. Less regulatory fireworks, more smooth sailing for biotech. Lower oil drama = cheaper energy and calmer markets. Calmer FDA = fewer approval headaches. All that adds up to capital rotation back into innovation XBI cruising toward $136 by end of May Who else sees the setup? #XBI #biotech $abvx $qure $capr
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Adam Feuerstein ✡️
Adam Feuerstein ✡️@adamfeuerstein·
Why didn't the folks who track $LLY private jets predict the $CNTA deal?
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Seedy19
Seedy19@seedy19tron·
Wow double M&A , $xbi outperformance time.
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Dirk Haussecker
Dirk Haussecker@RNAiAnalyst·
$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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Dirk Haussecker
Dirk Haussecker@RNAiAnalyst·
$wve-007 monotherapy drives similar visceral fat loss to $arwr's inhibinE mono at 6 months, but baseline body fat composition differences may limit x-trial comparisons.
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Markland55
Markland55@markland_55·
@johnarnold please comment on the above I am a big fan of your work
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Markland55
Markland55@markland_55·
Arnold Ventures (founded by John Arnold) is laser-focused on FDA accountability. They demand rigorous Phase 3 RCTs, confirmed clinical benefits, and no more surrogate-endpoint shortcuts that fail patients (they’ve repeatedly called out eteplirsen-style approvals in DMD as exactly what’s wrong with the system). Deramiocel from Capricor checks every single box they want: 1. Not accelerated approval- full BLA seeking traditional approval. 2. Pivotal Phase 3 HOPE-3 trial (randomized, double-blind, placebo-controlled) just hit its primary endpoint. 3. Real, meaningful clinical outcomes: - 54% reduction in upper-limb function decline - 91% slowing of cardiac decline - Cardiac MRI data showing actual reduction in fibrotic segments (late gadolinium enhancement) This isn’t hype on a biomarker — it’s disease-modifying data on both skeletal muscle AND cardiomyopathy, the #1 cause of death in DMD. Exactly what Arnold Ventures has been begging the FDA to require: strong, confirmatory evidence BEFORE approval so patients and payers actually get value. PDUFA date: August 22, 2026 BLA already back under active review after the CRL was lifted this month If Arnold Ventures had to design the ideal next DMD therapy to restore trust in the approval process… this is it. $CAPR patients win. Evidence wins. The system wins. What do you think — will AV publicly praise this one? 👀 #DMD #Deramiocel #CAPR #RareDisease #FDA @DrMakaryFDA
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Andrew Walker
Andrew Walker@AndrewRangeley·
Excited to have fintwit's biotech whisperer, @A_May_MD , on the podcast tmr. We'll be talking all things biotech and maybe some $NKTR and $ABVX. Any questions for Adam?
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Dr. Marty Makary
Dr. Marty Makary@DrMakaryFDA·
Some FDA decisions are taking WEEKS. Thank you to the dedicated FDA scientists who are making this unprecedented efficiency possible.
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Wizard Of SoHo (🍷,🍷)
Wizard Of SoHo (🍷,🍷)@wizardofsoho·
Dubai destruction will result in the birth of the Gaza Riviera. It’ll be the next frontier… Short Dubai Long Gaza Bookmark this tweet
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Houman David Hemmati, MD, PhD
Houman David Hemmati, MD, PhD@houmanhemmati·
🇮🇷 If you watch a murder happen before you & don’t stop the killer before he kills again, you have those victims’ blood on your hands. The Iranian regime just killed 30-40 THOUSAND citizens for peacefully protesting. We have a moral duty to eliminate them otherwise those people’s blood is on our hands as well. We have the most powerful military on earth. With that, we have an obligation to act. It’s a core American value. We did it in WWII when we liberated the concentration camps and we are doing it today when we are liberating Iran from the most despicable creatures who have existed in our lifetimes. And we Americans will benefit from that as well. There will finally be a true PEACE in that region with the #1 source of terror & aggression eliminated. We will no longer have to place our service members in harm’s way. We will have a large nation of 90 million grateful people who will want to consume every American thing they can get their hands on. We will have access to reliable and affordable energy. I realize that it is easy for me to say these things when I am not putting my life on the line. And this is why I have the deepest gratitude and respect for our military 🇺🇸 and for our service members’ families who will not see them for months at a time, and may never see them again. God bless every American who volunteers to serve. We owe you everything. The world owes you everything. 🫡
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Biotech2k
Biotech2k@Biotech2k1·
As someone who has been building biotech portfolios for over 20 years, the key to finding those biotech companies that can go from $1 billion to $100 billion market caps is the pipeline. Most of that comes from the Management leadership around the science. A company not only has to have 1 successful drug, but a platform of innovation that can yield many new drugs over time. I see so many investors get caught up in companies that have only 1 good indication, or they have a bunch of very small indications. Those companies have no interest for the serious investor who is looking for the great long term investments. Biotech is risky enough without moving down the value chain. The number of companies who have the potential starts with a large funnel, but the number who really have the right combination of management vision and innovation become very small over time. I would venture only 1 out every 100 biotech companies has what it takes to become the next Celgene, Vertex or Regeneron. The buyout rate doesn't help either. So many companies opt to take the easy out with a buyout. The investor takes all the risk and then end up with a truncated return that is only a fraction of the real potential. That is what annoys me so much about buyouts. It is a cop out by management. I spent years investing in companies like Celgene, Regeneron, Alexion and Gilead over the years. I spend a lot of time trying to find the next company worthy of that kind of return. 99 out of 100 times they either fail or get bought out. Its a very tough business to find the truly big winners. That doesn't mean you can't have big returns. I have had years like 2020 and 2025 where I had many names go up 100%, 300% or 500% in a single year. Just like in tech everyone wants to find the next Google or Amazon, in biotech, they want to find the next Lilly or Vertex. That is extremely hard because they either fail or sell out. That is what motivates me to make the picks I choose over the many other options available. When I look at any company, I ask the question of how does this company go from here to $100 billion or more. When I can't answer that question, I stop and move on. I find that big pharma tends to love to buy these kinds of companies. That is why it can be so frustrating. They are shopping for the same things I am shopping for.
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