@OnodaCapital @CapitalObserver @muddywatersre The SEC didn’t go after Andrew Left; it was the DOJ. Big difference: one is civil (SEC), the other is criminal (DOJ).
English
Dave Scially
1.7K posts
Dave Scially
@scially
Retired HF manager. Oenophile. Professional Basketball Team Investor. Quaker-in-training. CJR Overseer. Novice Golfer.
Katılım Mart 2011
297 Takip Edilen2.3K Takipçiler
@CapitalObserver @muddywatersre That’s standard. And disclosure required bc SEC loons went after Andrew Left
English
@jkbjournalist He was working with Mossad as an agent or pawn.
telegraph.co.uk/us/news/2025/0…
English
I Covered the Epstein Case for Decades. These Are 9 Questions We Actually Need Answered. nytimes.com/2025/07/23/opi…
English
@ReadyfortheRun The shares are related to convert offering. Now you know who was selling short hand-over-fist on the news. Frank should resign.
English
PDS Biotechnology $PDSB filed to sell ~9.8M shares of common stock for holders. All proceeds from the common stock resale will belong to the Selling Stockholders. -7.7% after hours!
English
Really @NBA? The Warriors-Nuggets game is midway thru the 3rd quarter and NBA already decided that the Nuggets win this game (look at current records West Group C). Maybe, but not a good look. #EmiratesNBACup
English
@MartinShkreli @CapitolistPig Rick hired Jim to work with him at Robertson Stephens Contrarian Fund.
English
I spoke to an old timer on Wall Street (even older than me!) who told me $SAVA CEO Rick Barry was actually a short seller in the 80s-90s on Wall Street. supposedly he worked for the famed short seller Jim Carruthers. go figure!
English
@AaronRosenblum5 @avidresearch “Nobody is buying their slice an dice” Because institutional investors like @AaronRosenblum5 says so…
English
$Alxo one metric I was looking for -> “Median duration of response was 15.7 months for evorpacept + TRP vs 7.6 months for TRP alone.” 👀
English
On the baseline at Thomas & Mack Arena in Las Vegas, the NBA has honored Jerry West at his usual courtside seat - complete with his favorite summer league treat
English
$ALXO stock now off 70% in six weeks since notching it 52w high. I hope management & the board has its D&O insurance paid up because there is going to be one hell of a lawsuit to see who knew what when.
English
$ALXO stock now down 60% since 52 week high on May 7th. Management just twiddles its thumbs.
English
The CFO then went to work at PDL BioPharma, which dissolved itself in 2020
English
@Dogtor01416800 Congratulations. I’m obviously surprised. MC now $400mm vs CNTA with a $1.2bb MC
English
(1) ASCO 2024🏙️ is around the corner , which is set to take place from 05/31 - 06/04, with abstracts due on 05/23. This is a key catalyst for all oncology space💯
Below is the shortlist📰 of the most important data:
1⃣$AUTL - AUT01 in B-Cell leukemia FELIX p.1/2b study
$XBI
.@_BiotechMD
$IOVA Why upcoming 24/31May ASCO data/presentation is so important? -> So I reviewed the previously disclosed upfront Lifileucel+Keytruda 1L metastatic melanoma data from IOV-COM-202 to Jan2022 n=12 data cut and compared it 2L Lifileucel use response rates and also to existing/published Keytruda data in 1L unresectable/metastatic melanoma -> here's my thoughts on upcoming ASCO data (not sure data cutoff date? but significantly longer): updated data cut should show: 1) more patients (higher n) but ORR should remain around 60% (54%-66%?) at 6mo vs Keynote-006 (67% treatment-naive unresectable/metastatic) Keytruda mono 34%ORR/27%PR/6%CR at 6mo (Keytruda 43%ORR/29%PR/14%CR at 5y but repeat dosing unlike Lifileucel 1x w Keytruda so longer term ORR should also increase/TBD w combo); 2) Lifileucel CR rate should increase from 25% at prior Jan2022 data cut based on 2L increasing CR rates with time (1L should work even better and improve CR with time), which may be the most IMPORTANT advantage (CR rate) over Keytruda alone; 3) wildcard to this is the Lifileucel+Keytruda patients who progressed (based on limited data on corp pres) seem to have stopped Keytruda so why did they stop Keytruda and more importantly what would have happened if they had not?!? (scary good) -> upcoming ASCO data should provide strong supporting evidence for reproducibility in TILVANCE-301 Ph3 confirmatory trial for upfront combo Lifileucel+Keytruda in frontline metastatic melanoma -> if I had advanced/metastatic melanoma and had a significantly improved (3-4x?TBD %) shot at CR/cure by adding 1x Lifileucel dose, this treatment paradigm be aggressively sought after by patients and pushed by Med Oncs -> the TAM and UPTAKE for Amtagvi will more than double, could even see a triple -> proof of concept for applicability to other immunogenic cancers (i.e. lung/renal/bladder/endomet/brain/CR/H&N) -> increases BP bidders and likelihood of a high enough offer for WR and accelerates BO to this Q3/Q4 timeframe IMO (ATC onboarding/insurance/process initial delays will resolve by Q3/Q4 as well for full ramp) $XBI
English
@JacobPlieth Just curious why you don't write about why the stock is off versus just liking others posts?
English
$ALXO -10% #ASCO24
German Biotech@GermanBiotech
On closer inspection, the #ASCO24 ASPEN-07 data are extremely disappointing and $ALXO's comparison of ORR with the efficacy data for Padcev monotherapy is misleading (comparison of ORR with cORR). A look at the confirmed ORR shows that Padcev mono with 40.6% (ITT evaluation!) /1
@Dogtor01416800 Why do you say $ALXO is overhyped? Most accounts I read are still skeptical.
English