Omar

181 posts

Omar

Omar

@radioonc

#Radiation oncologist investing in biotech. Tweets are my opinion

Baden-Württemberg, Germany Katılım Ekim 2022
103 Takip Edilen41 Takipçiler
Omar
Omar@radioonc·
@BrianUherek May God bless your family and friends 🙏
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Omar
Omar@radioonc·
@BrianUherek Atriva's best Shot is to buy afm13/28 ,,,, it's their chance now otherwise the path unclear $afmd $artv
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Omar
Omar@radioonc·
@8thKingofRome @ANACONDAFINANC1 It is a poster with oral presentation. $afmd but is there any possibility that the current shareholders will benefit from this news?
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SCHULTZ
SCHULTZ@ANACONDAFINANC1·
$afmd awesome data especially in cohort 3….
SCHULTZ tweet media
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Thomas Soldner
Thomas Soldner@ThomasSold47382·
@maddstone1 @GermanBiotech @jfais20 Why just 50 million? The data of especially afm13 and afm28 is looking great. Call me crazy, but for me that company with that good platform was always worth about 5 billion. So when Affimed goes bankrupt, I don't know what to trust in Biotech anymore.
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Jonathan Faison
Jonathan Faison@jfais20·
$AFMD - bitter ending (another case of promising data, poor mgmt)
Jonathan Faison tweet media
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Omar
Omar@radioonc·
@Radzikowski What does this mean for current shareholders?
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jubilancy.ai
jubilancy.ai@Radzikowski·
$AFMD #Affimed Topic Discussion What we know: • Affimed Announces Filing for the Opening of Insolvency Proceedings • No CAPEX Reduction • No Executive or Staff Layoffs • No At-The-Market Offering (ATM) • Cash Runway Discrepancies (Affimed reported €24.1 million in cash and projected a runway into Q4 2025) What Now? In Germany it's crucial for an insolvency administrator and quite structured. Insolvency laws vary significantly across countries, and Germany’s system is actually quite unique in several ways: 🇩🇪 What Makes Germany Different? Focus on Restructuring Over Liquidation: In Germany, insolvency proceedings prioritize restructuring (Insolvenzplanverfahren) to save the business, rather than immediate liquidation. The law is designed to preserve jobs and stabilize the company if there’s any chance of recovery. 💡 My Take: The fact that they didn’t cut CAPEX, lay off staff, or dilute shares with an ATM before filing suggests they may be positioning for a strategic acquisition or merger. I don’t think this is purely a liquidation move—it looks more like a forced restructuring or strategic sale to attract a well-capitalized partner. The insolvency filing might be a leverage play to clear debts and make the company more attractive for acquisition.
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volsareback
volsareback@mil30557647·
$afmd What would be the max we could expect in case of a buyout....$100-$200 M?
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Omar retweetledi
Mushfiq Sajib
Mushfiq Sajib@heysajib·
Apple recently unveiled iOS 18.4, and it’s crazy. This is possibly the craziest iOS update in history. Here are 10 incredible features of iOS 18.4 you must know: ⤵️
Mushfiq Sajib tweet media
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May Daher
May Daher@may_daher·
Very excited to share our latest research article published with @SpringerNature in @NatureComms. We show that in early #MDS, NK cells share mutations with the malignant clones, becoming dysfunctional and failing to eliminate aberrant stem cells. This leads to immune evasion and disease progression. Adoptive infusion of healthy donor #NK cells can restore immune surveillance offering a potential strategy for early intervention. It was an honor and a pleasure to collaborate with @CollaSimona on this work! Read here rdcu.be/ehll0 @MDAndersonNews #CCUS #MDS #NK #celltherapy
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Omar
Omar@radioonc·
@mil30557647 Of course, this is the first time they've said anything positive about it, maybe a call for BP to step in🤷‍♂️.
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volsareback
volsareback@mil30557647·
@radioonc "May be adapted for more cancer types in the future".....That screams buy me don't it?
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Omar
Omar@radioonc·
@BrianUherek Anyway, I suspect that the delayed Q4 results might be tied to the upcoming restructuring announcement. Let's see if Leland is the right person for the job! 🙏
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Omar
Omar@radioonc·
@BrianUherek I can't understand why they wouldn't take it; it’s almost free!
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Omar
Omar@radioonc·
@BrianUherek That's the million-dollar question: how will this be financed? I still believe that the durability of 13 will be acceptable since the bar is relatively low, and I think there’s still hope for 24. However, my concern is that we, the old investors, may end up being wiped out .
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