Biotech Bois

Remember in college, when you just learned about the 1637 Dutch Tulip Bubble? You sat in your dorm room and said to your roommates, "man, I wish I could live through just ONE of those. Do you know how many brazillions of dollars I'd make?" And then you spent the rest of that 6 pack fantasizing about how you'd spend it all. I'm not shorting it, because I have no fucking clue when the music stops, but you've waited your whole adult life for this.

One of Netflix’s biggest fumbles. Two seasons just wasn’t enough for a show like this. It really could’ve been one of the greatest shows ever made.

L O L This was never serious. It was all marketing. No pharma is going to willing align to MFN without legislative (read: congressional) mandate.

This post-market $ABVX price action is wild. The rest of the week will be fascinating as the company comes out with more detail to fight the perceived (I don't see it) malignancy risk. I bet leadership didn't expect a ~40% drop post-publication of ideal efficacy data

$ABVX The maintenance data are out, and they’re beautiful ——————————— Abivax Announces Landmark Phase 3 ABTECT Maintenance Trial Results Evaluating Obefazimod in Moderately to Severely Active Ulcerative Colitis > At Week 44, both the 25 mg and 50 mg once-daily obefazimod doses met the primary endpoint, demonstrating placebo-adjusted clinical remission rates of ∆39.3% and ∆40.3%, respectively (25 mg: 50.8%, 50 mg: 51.3% vs placebo 10.4%; p<0.0001)
 > Both 25 mg and 50 mg obefazimod met all key secondary endpoints, demonstrating robust and clinically meaningful efficacy results across multiple measures of disease control
 > Obefazimod demonstrated a favorable safety profile over the 44-week maintenance trial (N=580), with no new safety signals

Very similar reaction to $PFE news w Innovent. Alot of meh, readthrough to $SGEN pipeline isn't great w/ likely targets shown by Jacob Continued story of $PFE desperately playing catch up w no clear strat Jacob Plieth on X: "$PFE $IVBXF #Asco26 " / X

$SPCX Highlights of $1.75 trillion company: -- 2025 sales $18.7 bn -- 2025 operating loss $2.6 bn -- 1Q26 sales $4.7 bn -- 1Q26 operating loss $1.9 bn You are cordially invited to take out 2nd mortgage and buy on margin at 93x 2025 sales. S-1 filing: sec.gov/Archives/edgar…

Say it louder for the people in the back.

WEMBANYAMA IS SAVING THE SPORT WE ALL LOVE FROM A FLOPPING, CRYING, AND CRINGE CULTURE THANK YOU

Alright I'll say it: The $BMY deal looks pretty desperate for a headline. Very few specific details and nothing near term. 4 of 13 programs are already under BMS, onc targets seem undisclosed or preclinical, 5 remaining are a JV Lot of flash, very little substance.

Winrevair and looming oral PCSK9 are pivoting $MRK into a cardiometabolic/resp company post-pembro. The ADC bets aren't (yet/ever?) panning out, but they're humming on other verticals. Maybe they burn the next 3 years of pembro profits on $RVMD to keep the onc story alive

i come back to this clip of Jim Simons every few months. the man who built the most successful hedge fund in history sharing his guiding principles in life. 2 and a half minutes that will stick with you.

Mythos is not a bad name for a model but it would be better if Anthropic switched to using famous Claudes. Monet, Debussy etc. The final model that achieves AGI would obviously be Van Damme

@support the account of @sharkbiotech has been hacked . He is posting suspicious content. It is no longer being controlled by the original owner.

@DarioCpx WeWork 2

Lay down in a field and stare at the sky and wonder about all kinds of cosmic shit

Elite mix of gif and news

I enjoy the photographs of the moon.

PD-1/VEGF up next?

@nateinthewild @liftblog Family of 4 pays $525 for tickets, ~$750 total to ski 1 day. I'd bet the % of ex-US skiers @Vail has tripled while US skiers are roughly flat. Growth only driven by top 5-10% of earners. Targeting the top of K-shaped economy isn't good med/long term strat for cap intensive co.

@liftblog Seems like much of their stock price woes could be fixed with an optics revamp, then. If people THINK the price is $350 then that discourages people from going. They need to stop with weird pricing shit to help sway public opinion.

Skiers paid an average of $134 for a day on Vail Mountain this season, a far cry from the much-hyped $356 peak window price. Consumers should think about walk up lift tickets at top tier mountains like hotel prices at a front desk or airfare at a check-in counter. Not the price most people pay.