Durag Marc De Garidel

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Durag Marc De Garidel

Durag Marc De Garidel

@threadanddoc

momo longer

usa Katılım Aralık 2016
222 Takip Edilen796 Takipçiler
cease
cease@datguy1108·
$sls all these accounts with “ok” following all dissing sls and saying ‘soon going mega short’ or ‘is this pump fake’….. They are not presenting any logical data points aside from creating fud. Only logical assumption I can make is that they are being paid to spread this. Don’t fall for it.. hold ur shares this is going to be big 20+ billion buyout! Or company decides to commercialize which is unlikely with 13-14 employees. Jus my thoughts, do as u will
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Blair Whitty
Blair Whitty@blairwhitty·
@datguy1108 It seemed very coordinated with multiple twitter profiles also seemed to coincide with lots of warrants being issued today. Still waiting on @seedy19tron to actually present his working thesis why GPS is going to fail.
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pork
pork@Taintslapp12283·
$abvx $nktr I have literally been working at accomplishing this for about a year. It’s a very special day for me. I didn’t think it would ever happen.
pork tweet media
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unemon
unemon@unemon1·
$ABVX ... et voila .... earnings now gone?
unemon tweet media
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☕️
☕️@biofeed·
There is no real probability distribution and predictive power is limited to the obvious
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Bronx Kid
Bronx Kid@bronxb_13·
@Yomommasay Fucked up to be short and hoping patients die sooner for an earlier readout
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Bronx Kid
Bronx Kid@bronxb_13·
$SLS not L/S but just curious how it is ethically sound to tie the release of a readout to the # of patient deaths? (“event 80”). Is this common in biotech? Something about the concept just makes me feel awful
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Stephen Ayers
Stephen Ayers@meremrtl·
If alternative opinions in biotechnology $XBI $IBB upset you, you are probably doomed.
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Stephen Ayers
Stephen Ayers@meremrtl·
Amazing how much negativity comes from simply sharing a model and its underlying assumptions. If you have a higher peak share assumption, that is fair. I am keeping 4% as my base case. AD is an incredibly crowded space where even established big pharma sales forces struggle to secure mid single digits. Furthermore, arriving at a 50% POS is a calculated metric. Just because I came to a clean number does not suggest it is "lazy." We can debate biotech valuations civilly. Posts like the one below are exactly why the block button exists.
Stephen Ayers tweet media
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Chazz
Chazz@Chazztheshort·
@badinvestor99 Serious man.... The day I give a fuck if you believe me and to then post a picture proving what I say is true. You know who asks for proof? Poor jealous people. You can spend your day wondering if I am being truthful. I worry about my next trade loser
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Chazz
Chazz@Chazztheshort·
$ABVX $NKTR. I bought a couple thousands of shares this morning. Why? Hopefully it runs into June readout. I do not plan to hold for the readout. Just want to enjoy hopefully the run. However this market and esp cost of oil is very problematic. I did buy shares of NKTR 66
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WC
WC@Sanctuary_Bio·
some of the comments over the last few days lol Maybe I should remind you that in this decade so far, in EVERY year the $XBI at one point has had a 20% drawdown. -8% now, this is even close to real pain. idk how people invest in biotech with such shit temperament.
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Durag Marc De Garidel
Durag Marc De Garidel@threadanddoc·
claude's scoring 💀
Bull Stock Picks@Bullstkpicks

$INBX Claude’s Scoring of the data: Delta-based scoring: ORR delta: +22.6pts (Excellent — Mark’s “decisively better” bar was 15-20pt improvement, this clears it) CR delta: +3 vs 0 (Excellent — CRs are rare with Keytruda alone in HNSCC, getting 3 is meaningful) T-cell: 15x (Excellent) Depth: majority >50% shrinkage with 3 CRs (Excellent) Safety: clean Score: 3.5-3.7 = Excellent Headline traders are anchoring on “44%” but the delta is the real signal. +22.6pts ORR + 3 CRs vs 0 + 15x T-cell is a clean mechanism-validating print. Price Day 1-2 range at Excellent: +100% to +200% from $134 = $270-400

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Keşfet

@blairwhitty @datguy1108 @seedy19tron @Taintslapp12283 @unemon1 @biofeed @bronxb_13 @Yomommasay