Armin

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Armin

Armin

@AbsoluteTopUp

pokerer

North Pole Tham gia Nisan 2015
291 Đang theo dõi848 Người theo dõi
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Armin
Armin@AbsoluteTopUp·
It's been a mindblowing year of online poker for me. I started the year playing 500NL on a 20k bankroll, and ended the year having my first 100K month. 12 months ago, if you told me that I'd end the year playing 10KNL, I would have said you're kidding. 🤯🤯🤯
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Armin
Armin@AbsoluteTopUp·
@seedy19tron Ha nice, had nearly identical estimates, $200 to 250 with a $230 prediction
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Seedy19
Seedy19@seedy19tron·
I don’t want to, but I will address the $abvx waffle all over X about french habits, La Letter credibility, upside case, French govt rejection chances, and timeline French habits: I disagree with all the negative commentary about the French. Are you forgetting Obe a French product. Without them we wouldn’t even be here. I do think $lly personally going over in Sept and Dec, it’s courteous behaviour both in relation to $abvx and the French govt. Europeans in general are old school in certain aspects. 🌱 verdict : Love the French La Letter credibility: I personally think the article is very professionally written. There’s no speculation, it’s to the point and tip toes around any contentious topics and focuses on the facts. There is ample evidence out including French BioX users vouching for the integrity of this news outlet. 🌱 verdict: LEGIT source Upside case: I literally walked everyone through conservative peak sale estimates yesterday and the M&A multiple that is unanimously accepted by all stakeholders in biotech. The lowest end of the scale gets you $200 with a ceiling depending on whether there is a bidding war around $260. Yes, have guys forgotten $cdtx ? $jnj vs $sny on $atln , $IMGN not so long ago? I already explained in detail why $lly will go above and beyond to buy $abvx in a earlier post, but for various reasons they aren’t the only ones $jnj $pfe $sny $azn etc have ample reason to be or have been involved in the bidding process. 🌱 verdict : ~$235 French Govt rejection : I would say there is a very low to no chance of this happening. Dave Ricks is close to Donald Trump. We know Trump / US has leverage on Macron who’s really really weak right now. DJT would love to parade a blockbuster drug being bought and brought to American soil. Don’t rule out any trade deal angle on this one. $lly have made two trips to Paris already, and seems like the only thing based on the article the French govt seek is a stake in the new entity. 🌱 verdict: French will happily bless this in the smoothest fashion Timeline: if $lly are indeed as far ahead as evidence suggests I would say that they’re going to pull all the strings to get this over the line before JPM conf. $abvx could garner greater interest and BP doing everything to avoid another $mtsr scenario. Also one of the reasons why $mrk probably offered so much more than the second best bid. 🌱 verdict: <2 weeks imho Let’s not forget it was the contras that repeatedly told @A_May_MD and me that at $10 it’s too risky, MOA is tough to understand, pooled data isn’t enough evidence to go long $50 , wait for the offering they need cash so it will pull back $65, now that offering over, people won’t want to hold for maint , wait for pull back $80 , going up with $xbi , $xbi run won’t last long $90, oh wait , are we really sure about the patents? $100, no one will buy it before maint data, already up too much $115, this valuation is silly, YE gains lock up coming will go lower $145, Seedy made up the flight log case , $lly probably there for something else $110 , bubble burst definitely no buyout , retail bagged $135, the French are lazy , newspaper is fake, buyout is probably $160…. Think for a second what/who has been the only constant in terms of the correct view point and start reading again from the top. Bonus: for those saying “ex US partnership”, well where is the US CCO if you’re planning on commercialising in 🇺🇸.
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David
David@davidmiedz·
So, you are telling me that an account named after vegetables, that exclusively posts about anime and has 20 followers has leaked MNPI about the $ABVX deal? And you full port based on that information? Alrighty then.
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Armin
Armin@AbsoluteTopUp·
@davidmiedz yes david, the answer is yes
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Seedy19
Seedy19@seedy19tron·
$abvx who have presented here every year I think as far back as 2016 even, not at JPM in Jan, is it over? IS IT ?
Brad Loncar@bradloncar

The #JPM26 schedule is already out.

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JG
JG@JakeGerberMMA·
The UFC knew what they were doing didn’t they? Morales vs Brady Torres vs Dawson Put the big athletic menaces against the game grapplers who were a bit smaller then them. Both fights felt stylistically similar. Excellent performances from Morales & Torres. Both first round KO’s #UFC323
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Heikwan
Heikwan@HeikwanTrades·
If $ABVX goes to zero Marc will have 20 TB of CP on his personal computer
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Frankie Carson
Frankie Carson@FrankieCPoker·
What does it take to get to high stakes? I have on crusher @AbsoluteTopUp on the channel going over his rapid rise to high stakes and what it takes to get to this level and win. 💪 youtu.be/CaItknNMldQ
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Ryan Riske
Ryan Riske@PokerWithRiske·
Navigating post flop with AK
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Ryan Riske
Ryan Riske@PokerWithRiske·
New Play and Explain video uploaded from head coach Ryan youtu.be/4qiauq9Hka8
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