MBA | Seeking Alpha analyst | Bullying survivor | Biotech deep dives ↓

Joined March 2010
866 Photos and videos
Stephen Ayers retweeted
This is a map on why video games take up 5x the space they did 15 years ago just to look *slightly* more detailed.
How many edges does the U.S. need before it looks right?
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Stephen Ayers retweeted
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Stephen Ayers retweeted
Did you know that if you start every phone call with “my battery is low,” you could hang up at anytime?
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Much of biotech business development is just about raising money. It is, really, the only thing these companies have a good amount of control over. Once you understand this basic concept, you see things differently. A lot of these companies are running on mere narrative.
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Interesting sequence of events for $SMMT: June 8: Duggan gives a highly enthusiastic fireside chat, comparing the company's trajectory to $SPCX. 😂 June 9: Company announces a $500M stock offering. June 10: Offering is suddenly withdrawn due to "market conditions."🤷‍♂️
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Stephen Ayers retweeted
Everyone knows walking is good for you, and many of us count our daily steps. But is it better to take a longer walk than a comparable number of steps spread across the day? A multinational team of researchers set out to find the answer. Read more: on.wsj.com/4okCKMW
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Stephen Ayers retweeted
Ten out of ten no notes.
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Stephen Ayers retweeted
Julius Caesar knife block.
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Stephen Ayers retweeted
$NKTR 1/ MI vs hard salt sub 20 N wk36 top line deck Best achieved salt CFB during induction. Importantly mgmt says no one achieving salt20 lost it while on tx My green bars/purp dots: mathematically proven achieved salt20, n=6 My orange bars: mathematically achieved salt 20 but withdrew prior to wk36, n=2 My purple bar, purp dot: 77% CFB and did NOT enter maint AND corresponds with case study 4 on the dot 77% CFB (see pic); this patient hit salt20, n=1 Total 9 hit salt20 during induction including 2 who withdrew
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They’re mocking us regular folk.
Taylor Swift after the bucket from Jalen Brunson. 🤣
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There's no other explanation. It is not possible to be this lame.
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Ah, the intangible value of MOAT. $SPCX
Call me crrrraaazzzy, but something feels funky:
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Stephen Ayers retweeted
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Stephen Ayers retweeted
LEFT: BILLIONAIRES SHOULDN’T EXIST!!! ELON: *becomes trillionaire*
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Replying to @TradingDoubles1
imho rationalizing the malignancies is a futile effort. a 7:1:1 asymmetric safety signal makes the issue about perception, which compromises the original investment thesis around valuation. strategic buyers won't ignore a dose-dependent signal like this. $abvx
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I love how $ABVX bulls hand-wave colonic dysplasia because it isn't technically a "malignancy" YET. If anything, it is more concerning than the actual cancers, many of which were likely preexisting. The only entity that categorized dysplasia under malignancy was MANAGEMENT. 😂 So, please, leave the science lessons for Abivax.
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