Updated Positions: $ADYEY $BEAM $CAVA $CFLT $DDOG $DOCU $GDS $MDB $IBIT $NAMS $NTLA $NU $NVDA $RBRK $S $SANA $SNOW $UBER Entered: $DOCU Exit: $MEDP (+220%) Not pictured below: $IBIT

YTD—

Thank God for diversification.

$ARKG — jinx'd

Updated Positions: $ADYEY $BEAM $CAVA $CFLT $DDOG $DOCU $GDS $MDB $IBIT $NAMS $NTLA $NU $NVDA $RBRK $S $SANA $SNOW $UBER Entered: $DOCU Exit: $MEDP (+220%) Not pictured below: $IBIT

@zoomyzoomm 5-6%, but I'll take all the juice I can get.

@zoomyzoomm Don't jinx pls.

@zoomyzoomm I've spent too many evenings now looking into PDD, I think out of sheer nervousness for your position LOL.

@theproof water is wet, etc.

@zoomyzoomm Did you see Tepper's 13-f?

Strong agree

"You know, in terms of reimbursement, I you know, it's a fair point. I mean, heart disease is is another size category altogether. Right? And and and and that's a place where you have very mature drugs that are pretty effective, like statins. And so when an RNA knockdown or something comes along payers will look to keep people on statins as long as they can. I think that alpha one is different. I don't think there is a mature disease modifying set of options for these patients and they are in very severe urgent need of care. So and it is still you know an orphan genetic population as opposed to half of the country. So I think that we would be in a different kind of reimbursement conversation. Nonetheless you know in this day and age you have to show you know value over time. And so I think that we would still have a plan to generate that kind of information." —$BEAM CEO John Evans at Guggenheim SMID Biotech Conference

"I think for future liver programs which some of which haven't been disclosed yet but we're obviously hard at work on a whole pipeline within the liver. You know I think most of what we are doing would be consistent. We do have the opportunity to swap out the lipid. You know we've licensed lipid in one case. So you know we have our own lipids. At some point we may we may make that change. But that's a minor element. Everything else you know about our LNP capabilities the process development the formulations would be would be identical. So this is, in many ways, what I'm very excited about with this whole field, which is these are programmable medicines. And so the thing you're actually injecting is almost identical from one drug to the next. You're literally just changing the sequence of a few letters in the mRNA or the guide RNA, and yet you have a totally different medicine. And what that means is the toxicity, the manufacturing, the regulatory package, all of that is the same program to program. So, you know, if we're if we're successful in de risking with an initial data set, you then have a lot of confidence that you can then, you know, imagine the follow-up LNPs to follow if it's to the same tissue would have a much higher probability of technical success." —$BEAM CEO John Evans at Guggenheim SMID Biotech Conference.

@jevgenijs Fiserv $FI?

@joecarlsonshow Sensible person with sensible portfolio. Carry on.

The context being that this is a reply to someone inaccurately claiming a beef burger has the same saturated fat as beyond burger. That's the factual context you deliberately omitted before reframing my reply. Again, classic behavior from a community allergic to evidence ala your initial video omitting the relevant info about Minnesota Coronary study. Factually beyond has less impact on lipids than beef because of its lower saturated fat content and factually we never ate beef, butter, and bacon and did literally only eat plants, fish, and wild game. No one questions this and it's not controversial, thus you are forced to lie about what is said and what has happened.

@DoctorTro The statin and stent manufacturers are definitely ready for this change!

@LieDetector44 @theproof Glad you're on board with Ancel Keys now! Welcome! (Beef, butter, bacon— not on the paleo/ancestral/mediteranean (as documented in crete in 1960) menu- it's right there in your screenshot 😂) I've never seen such a stream of epic self-owns, absolutely wild!