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Bio: Commercial and late-stage biotech investor. Tweets are a mix of serious, sarcastic and shooting the shit. Should be clear which is which

03:57 PM  08/15/18 reply  |  re-tweet

$SPY (Msgs, Twts) $QQQ (Msgs, Twts) $XBI (Msgs, Twts) $IBB (Msgs, Twts) ETFs having lower fees than mutual funds is a minor selling point imho The real value is havin…

10:32 AM  08/15/18 reply  |  re-tweet

$XBI (Msgs, Twts) checking in from Amsterdam. If you think this is bad how will you handle a bear market? Biotech will always p…

12:19 PM  08/10/18 reply  |  re-tweet

$XBI (Msgs, Twts) $IBB (Msgs, Twts) end of July report in, broker verified. Safe to say I play the relative return game pretty well Getting…

05:10 PM  08/09/18 reply  |  re-tweet

$IBB (Msgs, Twts) $XBI (Msgs, Twts) And with Biotech Q2 ER basically wrapped up it's time to take some vacay. Cya in bit over 2 weeks, gl w…

04:29 PM  08/09/18 reply  |  re-tweet

$PBYI (Msgs, Twts) numbers look good One can argue about whether Nerlynx should have been approved, the AE profile like diarrh…

04:18 PM  08/09/18 reply  |  re-tweet

I have no idea why you would do a buyback when you face significant generic threat from $TEVA (Msgs, Twts) but ok It's almost a…

03:03 PM  08/09/18 reply  |  re-tweet

$TSLA (Msgs, Twts) every Tesla bear

02:23 PM  08/09/18 reply  |  re-tweet

Oh this is so exciting $TSLA (Msgs, Twts) $TSLAQ (Msgs, Twts)

01:15 PM  08/09/18 reply  |  re-tweet

RT @Theranos4ever: I guess if you liked $TSLA (Msgs, Twts) with <$40 upside to the going private price then you should really love them with almost $70…

01:01 PM  08/09/18 reply  |  re-tweet

RT @zbiotech: yikes $CRSP (Msgs, Twts) $EDIT (Msgs, Twts) $NTLA (Msgs, Twts)

10:47 AM  08/09/18 reply  |  re-tweet

$FBT (Msgs, Twts) going to point out that this ETF, is up 22.2% YTD, and is 90.5% large and mid weighted, also basically at ATH.…

08:48 AM  08/09/18 reply  |  re-tweet

But sellside is saying 50-60%!!!! Go with the KOLs folks. $BIIB (Msgs, Twts)

08:28 AM  08/09/18 reply  |  re-tweet

$PTLA (Msgs, Twts) 107.7M opex in a single quarter Better figure they commercial side quick or they will be joining the likes o…

06:03 PM  08/08/18 reply  |  re-tweet

$ACAD (Msgs, Twts) oh man, this is rich. Maybe it's just me, but when I think of life cycle mgmt, I think of what GILD did wit…

04:54 PM  08/08/18 reply  |  re-tweet

$IBB (Msgs, Twts) $XBI (Msgs, Twts) I for one wouldn't mind if companies stopped using the word 'positive' in their PR That word is tossed a…

04:29 PM  08/08/18 reply  |  re-tweet

$XBI (Msgs, Twts) $IBB (Msgs, Twts) welp, that wraps up all the Q2 ERs for commercial companies that I am interested in. Overall very satis…

10:48 AM  08/08/18 reply  |  re-tweet

$IBB (Msgs, Twts) $XBI (Msgs, Twts) pretty weak day in bios, could be worse though, you could be in crypto I'm a glass half full kind of guy…

09:33 AM  08/08/18 reply  |  re-tweet

$INSM (Msgs, Twts) a lot of noise over the last few days for what was essentially the expected outcome

09:02 AM  08/08/18 reply  |  re-tweet

$XBI (Msgs, Twts) just because biotech remains risk-on, do not assume that investors won't find red flags...they always will

08:47 AM  08/08/18 reply  |  re-tweet

iirc, the AH $AAVL (Msgs, Twts) readout, stock was up like 20% before going red It closed down over 50% the next day...history…

08:10 AM  08/08/18 reply  |  re-tweet

RT @zbiotech: re CMS part B step-edits for '19 managed plans- LR estimates eylea part B comprises ~45% of total $REGN (Msgs, Twts) revenue and ~30% of…

07:35 AM  08/08/18 reply  |  re-tweet

I agree, you can't fix stupid $AMPE (Msgs, Twts)

05:45 PM  08/07/18 reply  |  re-tweet

$INSM (Msgs, Twts) off halt 6:05

04:06 PM  08/07/18 reply  |  re-tweet

What a day. Anyways back to biotech. Nice day, I ended up +0.58% up despite $ONCE (Msgs, Twts) If you ended up in the red today…

03:31 PM  08/07/18 reply  |  re-tweet

$IBB (Msgs, Twts) $XBI (Msgs, Twts) well at least biotechs rallied while we waited for a PR from $TSLA (Msgs, Twts) I guess the last 90 mins haven't been…

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