Daniel Rosenblum

@Joshthe3rd_ True

@tradingbios I love how most of the shared examples are Pfizer acquisitions

I was wondering if anyone had a list of biotechs that got taken over by big pharma that would have blown up had they stayed independent $GBT types $BLU is now on that list Would make for an interesting study

@Bionavgator Cere a good one

@tradingbios I could think of 47bio total write off Cere total flop

@AaronRosenblum5 I mean zeros or near zeros

@tradingbios $tril the first that comes to mind. What else you got. $sgen wouldn’t be 0 but prob like 10b mc with how pipeline has died.

In case you're wondering how the Kalshi biotech market is going, they still think Celgene exists

@OddStats @RampCapitalLLC Hes close to 80 years old

@RampCapitalLLC Milton Berg hopped on the thread just to show us all his new machete and work out routine. So, I'd joke but...

Holy shit. Ever wonder how SPX did after ▪ A Friday where both SPX and QQQ ▪ Gapped down and never even touched Thursday's low ▪ Plus, VIX was above 15.00 How bout them 20d draw downs?

$XBI bouncing off of the 10% sell off level

Feels like at somewhere in this story a city inspector got a new car or something… x.com/crime_in_nyc/s…

@fireworkstrades @SharkAlertsBio I think so

@tradingbios Dan, will there be new twitter handle for @SharkAlertsBio ? Looks like that is also suspended ? Thanks

Havent seen a single tech based substack touting their year to date returns all week Wonder why

This pass by Messi is the greatest cross I’ve ever seen in 45 years of watching soccer. I didn’t think his sublime pass against the Netherlands in the 2022 World Cup could be topped. The greatest of all time did it again. I’m in awe. This was not a pass, this was poetry.

@ag76_biotech the announced that they would stop a year ago

No data on subs and now sharing data on engagement only once a year? $NFLX doesn’t want you to know about the status of underlying business, then why would you buy their stock?

The main waiting area at Penn Station in New York City as it looked in 1911.

Very happy I scheduled a vacation to be outdoors at a water park for a week. Great week to be stuck in an Airbnb with choking smog outside. @Canada @MarkJCarney get your shit together and manage your forests.

@adamfeuerstein @houmanhemmati ok I thought he was writing because they did away with it thanks

@tradingbios @houmanhemmati No, just the opposite. The open public hearing portion of the adcomm has become bigger, in some instances. I'm not a fan for reasons stated.

Thoughtful opinion piece from @houmanhemmati who says patients with rare diseases should have a place "at the table" when the FDA convenes adcomms to review new treatments. My take: The patient voice provides important context but ultimately adcomm deliberations should be science/data based. The FDA reserves a spot on its adcomm panels for a patient representative to be an active part of the deliberations. That's appropriate, and whenever possible, that person should either have the disease being discussed, or be from a relevant advocacy organization. But for too long, the open public hearing portion of rare disease adcomms have served little purpose but to pressure panel members into voting yes, even when an objective reading of the data warrant a no vote. Everyone know one-sided patient testimony is closely coordinated and organized by the drug company. You know who doesn't testify at adcomm open public hearings? Patients who get no benefit, or who are harmed by the drug being reviewed. Freedom of speech and the right to lobby government officials are important. Patients have every right to do so. I just don't believe using adcomms for that purpose is the right approach. biospace.com/fda/opinion-th…

@tierrapartners I sold puts im a dope

$ABT nice, shoulda coulda didn't

they are not rotating to anything high beta today biotech $XBI is down hard to a 3 week low and $IGV is slightly down even with semis $SMH crashing

If you bought $IREN right BEFORE they announced their partnership with $NVDA you are down 40% pretty amazing how bidless the hyperscalers have been

@RevShark that was in 1996-1997 not 2000

It is very interesting to compare the semiconductor action to what happened in 2000. I recall a very similar dynamic about how chip demand was going to disrupt the cyclical pattern. $SMH