@midwit_capital

Forward Deployed Shitposter / Just midcurving / I own 0.1% of Personalis & Prime Medicine

 Bell Curve - Dead Center
Joined November 2022
  • Tweets4.4K
  • Following2.1K
  • Followers3.8K
1KMedia
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gaut
@0xgaut2 Mar 2024
this guy is outperforming every single hedge fund in existence
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Great day to be short 32.8M shares of $PRME.🙃
MidCurveCapital
@midwit_capitalOct 6
Considering what's transpired in biotech recently, I'd probably start to panic right about now if I were short 32M shares of $PRME.
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Sounds like the new FDA draft guidance for Individualized Human Genome Editing Products was essentially written for $BEAM & $PRME. youtube.com/watch?v=8UnKO56n…

Individualized Human Genome Editing Products: Considerations for BLA and Postapproval Management

October 2026: FDA published a draft guidance to explain how sponsor...

youtube.com
MidCurveCapital
@midwit_capitalOct 14
Is anybody paying attention?! $PRME / $BEAM
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My body is ready! $PRME
MidCurveCapital
@midwit_capitalOct 23
Increased my $PRME position to 300K shares. This is one hill I'm willing to die on!
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Multiple variants under one BLA. Seminal moment for $PRME & $BEAM.
The Bonnell Foundation
@RoadmapToCF15h
Glad to be at the @RareDiseases Summit for some Breaking News.This morning I attended the Rare Disease Regulatory Roundtable, moderated by @ComstockRi54463 Assoc. Director of the FDA rare disease hub. Guest speaker #karimMikhail made an announcement about individual gene therapy. He is Director of CBER. Watch it here! Very exciting! @FDA @DCOfficial #science #innovation
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This is great news for $PRME as well.
Oliver Venture
@_OliverVenture16h
$BEAM "I think if there is a general just kind of comment that I have that I think these LNPs are really doing quite well. This is a great delivery modality where we are talking about temporary headache, fever, flush kinds of infusion reactions or lab abnormalities in return for a one-time dose that gets you potentially transformative durable efficacy like we are seeing here. It is a pretty good delivery vehicle. We are quite happy with it." —John Evans, CEO, this morning throwing shade at analysts who are obsessed with the transient side effects of LNPs at dosing vs the permanent effect of the therapy: being cured of their genetic disease.
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We just learned that the $PRME volume spike between Oct. 6th & Oct. 9th was not short covering. Short interest as of Oct. 15th was still sitting at 32.8M shares.
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Increased my $PRME position to 300K shares. This is one hill I'm willing to die on!
MidCurveCapital
@midwit_capitalOct 20
$1 Million in $PRME. Send it.🙃
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Guess what you can have: $GTLB.
The New Stack
@thenewstackOct 23
Anthropic built its own git replacement for AI-scale coding. But you can’t have it. thenewstack.io/anthropic-sci…

Anthropic built its own git replacement for AI-scale coding. But you can’t have it.

Claude helped Anthropic outgrow its Git infrastructure — and build the replacement. But the company says Scion is too specialized to release for other teams.

thenewstack.io
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Many people are saying. $GTLB
Jamie Philbin
@backbaytechOct 22
Replying to @JasonDClinton
Airgapped, self-managed infrastructure, automatic vulnerability remediation. $GTLB has everything it needs to dominate this next era
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Six Seven meme bottom. The hedge is hedging. $TLT.
MidCurveCapital
@midwit_capitalOct 5
Six Seven. Added $TLT calls.
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Perhaps time for a little victory lap and for taking some off the table. Thanks for playing. $GTLB
MidCurveCapital
@midwit_capitalMar 16
Replying to @P_Remarks @bstaples @gitlab @sytses
Bough a lot of $GTLB at $22.45 today and feeling sick in my stomach.
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MidCurveCapital retweeted
Achilles
@Xhej__Oct 20
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$PRME all fun and games until we get a proper break out...
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Let's try that again, shall we. $PRME
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$1 Million in $PRME. Send it.🙃
MidCurveCapital
@midwit_capitalOct 14
Violating my risk limit for new positions but fuck it... Added another 50K shares of $PRME. Now holding 250K shares.
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To see a world in a grain of sand...
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Dunno but might be time to roll some software exposure into semis?! $IGV / $SOXX
MidCurveCapital
@midwit_capitalJun 27
Max pain is $IGV up / $SOXX down.
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I'm increasingly coming to think that @sytses might kickstarted an era of medical agency that's going to test & stun both patients, doctors & regulators alike...
Kevin Wimer
@kevinaceOct 14

I'm Building a Cancer Vaccine for One Person. Me.

Article · @kevinace
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$MRNA paper yesterday, $AZN blog today… Increasingly feels like we’re about to witness a knife fight between “Big Pharma” to secure IP rights for $PRME editing. Good time to study the $BEAM x $LLY PCSK9 deal.
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Sometimes things are complicated, sometimes they are not. $PRME
Boaty McBoatface
@srqstockpickerOct 15
$prme $mrna imo you don't have the VP of Modern Rare Diseases and about 20 employees working on prime lnp editing without there being some smoke here. Moderna market cap alone is up around 7 primes. They know prime is third generation and they killed off their prior editing partnership biospace.com/moderna-walks-a…

Moderna Walks Away from Potential $3B Gene Editing Deal with Metagenomi

Citing a strategic prioritization by Moderna, Metagenomi announced Wednesday that the partners have “mutually agreed” to terminate their gene editing agreement.

biospace.com
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$MRNA & $PRME have the opportunity to do the funniest thing...
MidCurveCapital
@midwit_capitalSep 25
I'm delighted to learn that a sitting member of $PRME board of directors (its largest early investor, too) is a fellow short-squeeze enjoyer of left-for-dead yet revolutionary biotech platform companies. Fortunate, really, that the gods keep them in such generous supply these days.🙃
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