Adam

410 posts

Adam

Adam

@sansfguy

Katılım Ağustos 2011
394 Takip Edilen126 Takipçiler
Adam
Adam@sansfguy·
@immad @mercury dashboarding - have some ideas. I’d do it myself but not a dev. - would take 10x time. Would love to discuss.
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immad
immad@immad·
What would be good user-facing gen AI applications you can think of for @Mercury? The most compelling ones we have thought of are all behind the scenes.
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Adam
Adam@sansfguy·
@dhovekamp42 @InTheTrenches2 @PersimmonTI @JacobPlieth @themotleyfool Appreciate this article but the value of their collab with Genentech is worth $3B by itself. Even if you want to discount that to today, prob $1B. $ADAP board not going to accept a $3B deal and Genentech not going to let it go for that if they already bought in for $3B
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Persimmon Tree Investments
Persimmon Tree Investments@PersimmonTI·
$AFMD Would be poetic if $NVS repaid $RHHBY for unrequited love by purloining multi-Roche partnered $AFMD with its newfound billions…
Persimmon Tree Investments tweet media
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Reilly McAdams
Reilly McAdams@reilly_mcadams·
I hear people say “oh my dad had $AMZN at $18” or “my mother had $AAPL at $20 (pre split)” What do you guys think is going to be that stock our kids will be pissed we sold at these prices? Drop the ticker 👇
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Adam
Adam@sansfguy·
@10thbody10thbo1 @BertrandBio The press release does state Cohort 3 and expansion only. N=4 from July 2020 data cutoff in slide (1CR, 1SD, 2PD). New data from 10 months later (4/5/21) for Cohort 3 = 1CR, 4PD, xSD? =>> X=6SD. So, +5SD with 64% DCR.
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Bertrand Delsuc
Bertrand Delsuc@BertrandBio·
$ADAP ILCA ADP-A2AFP update: apparently 2 new PD. n=11 evaluable, 1 CR already reported, 6 SD incl. 2 >16wks, 4 PD (vs 2 PD in n=9 evaluable) TRSAEs: 1 Gr1 CRS / 1 Gr2 IRR / 1 Gr3 febrile neutropenia
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Adam
Adam@sansfguy·
@HassanAesthetic @AIMInvestor4 @NatHarooni Best option is to be long across selective names. Do like $BEAM and $CRBU best purely from tech or access to tech licenses. Grabbing prime, base and/or license shares where I can.
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Adam
Adam@sansfguy·
@HassanAesthetic @AIMInvestor4 @NatHarooni Although base editing is awesome, they would need to pay ~$10-$12B to buy $BEAM. That may be too rich for them. $CRBU better option to get exposure and licenses to everything else.
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Adam
Adam@sansfguy·
@zachcoelius @garrytan It’s significant that SF moderates and liberals are so fed up that a recall is their only option
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Zach Coelius
Zach Coelius@zachcoelius·
@garrytan You and your fellow super hero’s are our only hope.
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Zach Coelius
Zach Coelius@zachcoelius·
I wonder if we will look back on the era of 2005-2020 SF as a golden era now gone forever. So many smart people gathered in one place building amazing things. Eventually destroyed by stupid ideology like so many renaissance periods of the past.
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Adam
Adam@sansfguy·
@srqstockpicker Lily $125M cash in $RIGL with RIP inhibitor along with +$800M bio bucks but just so happens $RIGL also has a IRAK1/4
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SteelyRivers🛡
SteelyRivers🛡@SteelyRivers·
The reverse split in $PHIO of 55-1 last year destroyed the warrants exp 12/2021. The SEC filing says exercise price adjust to 495.00. Read all warrant documents. Very, very important.
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Adam
Adam@sansfguy·
@avidresearch Not if you use current covid at home internet instruction as use case
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Kendall Baker
Kendall Baker@kendallbaker·
Here's some footage (with sound!) from the surface of another planet, and you're just gonna scroll past it without even noticing to continue looking at memes, aren't you
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Adam
Adam@sansfguy·
@RNAiAnalyst Confused on the wnts. Agree latest offering has them already ITM ($3.00 strike) or close (~$3.87) and 5.5 year exp. But there are outstand ~$9 strike too. Ppl saying 12/31/21 exp. and ~$490ish strike (incorrect?). Which ones are PHIOW? Been buying <$0.75. Thks if u know.
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Dirk Haussecker
Dirk Haussecker@RNAiAnalyst·
$PHIO after offering, ~14M shares (incl from warrants in-the-money + near-the-money) --> market cap ~$56M Cash: ~$30M sec.gov/Archives/edgar… Attractive setup IMO, esp w/ upcoming clinical milestones + apparent investor/trader interest (--> volume 🚀).
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Adam
Adam@sansfguy·
@SteelyRivers Additionally, I believe “common warrants” (PHIOW) as of this latest offering has $3 exercise price and a 5 1/2 year expiration.
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Adam
Adam@sansfguy·
@SteelyRivers No, latest offering shows exercise of $3 and ~ $3.85
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