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$qure, $xbi, I believe @WSJ will continue to publish several articles/week jabbing MM and VP with insights from more pro pharma/biotech Susie Wiles and Jim O’ Neill until VP is out and maybe MM as well.
WSJ really does not like VP. we now know why Dr. Pazdur is in favor of AA. Do MM and VP need to develop neurodegenerative diseases before they understand patients’ needs to access innovative medicines like AMT-130 from $qure? wsj.com/opinion/technology-i… via @WSJopinion
Will establish a sizable put option $qure position if by PDUFA (assuming good news on Nov. 4) next year, a new, more commercially and M&A capable CEO is not in place! You know my put portfolio and the performance of those stocks!
Very difficult to screw up a resubmission and even $atra got a pretty fast PDUFA. Of course if you are $capr, then… Despite a very lenient, restructured FDA, investor confidence is extremely low on these names!
The public meeting on @FDA's Rare Disease Framework Initiative has adjourned. Thank you to the speakers and those who provided public comments. Materials are available on our website, and the recording and transcript will be added next week. reaganudall.org/news-and-eve…
$qure some of you don’t like this but I will say it again: a lot of bios are in between SOC and 1/2 fraud and 1/2 incompetence. worked on both BP & Bio b/s sides and have seen enough. If you want to make money buy when the perception is 1/2+1/2 but the thesis is still intact.
Single arm no RCT the swing could be 20x like Omer and eventually and hopefully $qure
$qure longs no chasing, let the shorts and one sided pumpers do the work for you. Jump in with real force once the signal is loud and clear!
$qure not many longs are chasing the small bump starting yesterday but the shorts are more scared: the small probability may not happen 3 T in a row. RTF is a small probability but 3rd cut could be permanent! Hope we will be in Fantasy land as @that_grey_beard predicted for q1/2
@peter_mantas will this tank the T and V housing market even more? Glad to see the BC Conservatives’ landslide win!
From the Bank of Canada's statement accompanying the decision to hike interest rates.
#economy #markets #canada #centralbanks
$abvx bulls are all very nice to me, especially Pork, so I will stop my short/put posts so you can all enjoy your unilateral hallucinations but so far I am on the winning side of this trade by a lot!
$qure let us angry the bulls a bit more. Stock will be pinned under $45-50 no matter what happens as long as Matt is the CEO.
$qure RTF (low probability) likely out on Nov. 2, Mon. “Day of the Dead”. If not, we should expect acceptance announcements on Nov. 4th. If you want to chase a little after Nov. 4th, OK as I expect priority review, adcom, PDUFA on Nov. 15. Likely bumpy few days!
Wow! This will crush my put option portfolio companies further!
Citing MFN, Novartis CEO Vas Narasimhan says the company could bypass European government payers when launching new drugs. endpoints.news/novartis-cons…
