Tomlin_Ashcroft

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Tomlin_Ashcroft

Tomlin_Ashcroft

@tomlin_ashcroft

not advice. not anything. a nobody of Twitter.

Katılım Kasım 2011
824 Takip Edilen214 Takipçiler
Tomlin_Ashcroft
Tomlin_Ashcroft@tomlin_ashcroft·
$AMGN M&A feels imminent.
S A I ™️@WallStSai

$AMGN Amgen is facing a classic pharmaceutical growth dilemma: an impending "patent cliff" and mixed pipeline progress (notably in obesity treatments) are threatening revenue growth. To replace lost revenue, Amgen may be forced to turn to debt-funded M&A. $XBI The Patent Cliff Exposure: Amgen faces $28 billion in expiring drug patents between 2025 and 2030, representing its highest peer-group exposure and risking up to 30% of total revenue erosion. Available Debt Capacity: Amgen can comfortably borrow up to $12 billion in new debt raising its leverage to roughly 3.25x without triggering credit rating downgrades below its current high-triple-B rating (Baa1 / BBB+). EBITDA Expansion: Earnings before interest, taxes, depreciation, and amortization (EBITDA) are projected to grow significantly, reaching over $20 billion in 2026 (up from $14 billion in 2025). Track Record of Deleveraging: Amgen demonstrated strong balance sheet discipline after acquiring Horizon Therapeutics for $27 billion in 2023, taking leverage to nearly 5x before bringing it back down to low-3x within two years. Rating Agency Hesitation: Credit rating agencies (Moody's, S&P, Fitch) are likely to scrutinize new debt heavily due to the impending revenue drops between 2026 and 2030. Image Credits: @bioinvestor24

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Brad Setser
Brad Setser@Brad_Setser·
I can see why Takaichi thought austerity had gone a bit far -- and I equally can understand the MoF's pushback given higher JGB rates. But I don't understand the argument that Japan's fiscal position is on a knife's edge & the United States' fiscal position is not ...
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Michael Girdley
Michael Girdley@girdley·
@cnejame Frugal means you always want high value for your money.
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Tomlin_Ashcroft
Tomlin_Ashcroft@tomlin_ashcroft·
Why can’t there be Southwest lounges with tater tots and meatloaf? Or Something
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Tracy Shuchart (𝒞𝒽𝒾 )
Tracy Shuchart (𝒞𝒽𝒾 )@chigrl·
100M barrels in 40 days (if true), is the equivalent of trying to offset a broken dam with a thimble of water one day at a time
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Tomlin_Ashcroft
Tomlin_Ashcroft@tomlin_ashcroft·
The $ABVX Lilly Jet Christmas meant that today was an absolute certainty.
Charles Gordon@princetongb

$ABVX mgmt didn't appear to comprehend the impact their maintenance safety set would have and severely mishandled the release/communication. Also, no late-stage deal negotiation in process + now a cash issue. Seemingly, foreshadowed by the lack of success of their auction process and amateur 'strategic' press leaks. Today, telling individual investors they're doing a new comprehensive safety analysis. They should take a beat, get it together with a scientific advisory board, and present at a major medical meeting not another safety-set by press release. In sum, poorly calculated and a rut Abivax largely dug. Anything can happen in speculative biotech and some BioX gurus (particularly recent lotto winners) felt they were super-smart, immune. This is how lotto gains are often returned. Retail BioX, in particular, was overly influenced and gutted.

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Tomlin_Ashcroft
Tomlin_Ashcroft@tomlin_ashcroft·
@CoffeeBlackMD Deadlifts are a superior move, if the grip is neutral. That’s why you see Derrick Henry repping multiple plates on the trap deadlift heading into his 11th NFL season. Surely, he would have done traditional grip deadlifts for 11 years if it was the best. It’s not. Elite or not.
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CoffeeBlackMD
CoffeeBlackMD@CoffeeBlackMD·
For someone without a dog in the fight you appear to have a dog in the fight!! lol I wish these guys were as impressive as you think they are. Most of them are not. Are professional football players “weak” ? No. Was it fun knocking over the strawnan there? I’ll try again. The things that elite athletes do informs nothing about regular people. Elite athletes can eat nothing but peanut butter cups, sleep four hours per night, smoke more weed than snoop dog and they will run circles around normies.
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CoffeeBlackMD
CoffeeBlackMD@CoffeeBlackMD·
I see this sentiment trying to claw its head above water again on my TL. It’s wrong. I *understand* why this kind of thought makes the rounds though. But it’s one of those times where your intuition really works again you. Deadlifts are the BEST mechanical stress you can place upon the body. You will spend your whole life needing to be able to stand up right, carry things (either in hands or on your back), lift objects off of the ground. It’s is the most “human” of movement patterns among the lifting movements. This isn’t even honestly debatable. Bevause you *can* use the heaviest mass, care needs to necessarily be taken with regard to form and load (weight plus sets/reps) especially if training at the higher ends of your tolerances. You don’t have to go BIG ever. Like literally ever to find benefit. If you aren’t deadlifting. You need to start today. If you want some help with form or getting strong af, reach out to @wolfstrength and there may be other good coaches but he’s helped me tremendously. He’s super smart. Thoughtful. A nerd. And stronk. Knows his stuff.
Sumit Behal@sumitkbehal

heavy deadlift is probably the worst exercise for a non athlete man in terms of risk and reward the risk is literally breaking your back for life against the reward of posting your videos on instagram circle

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Tomlin_Ashcroft
Tomlin_Ashcroft@tomlin_ashcroft·
@CoffeeBlackMD Strength and conditioning coaches for D1 CFB and NFL teams are some of the most impressive people in the weight room. The claim was that deadlifts are the superior mechanical stress to place on the body. That claim is remarkably absent in this population. Are they weak? Dumb? LOL
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CoffeeBlackMD
CoffeeBlackMD@CoffeeBlackMD·
@tomlin_ashcroft I don’t think anything an elite athlete does tells normal people anything. Furthermore, the strength training selections for elite athletes are often programmed by unimpressive people who don’t have a clue what they are doing. It’s irrelevant.
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Tomlin_Ashcroft
Tomlin_Ashcroft@tomlin_ashcroft·
@KASDad Agree. Will matter. Some point. What point. Bigger question.
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Scarlett & Carter's BaPa
Scarlett & Carter's BaPa@KASDad·
Treasury yields are higher once more. At some point they will matter. The 10 Yr yield is 4.603%, a level which many had thought would matter to equities mkts. The 30 Yr yield is 5.144% which brings back fond memories of 2007, the last time it saw that level.
Scarlett & Carter's BaPa tweet media
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Keşfet

@cnejame @CoffeeBlackMD @wolfstrength @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates