BioPharm_the_Magnificent
@crypto_biotech
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Following
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BioPharma 10x Engineer. Full Time Trader/Investor. $ARDX $GLSI $VKTX $HUMA 95% of Positions. Not Investment Advice. Do your own Due Diligence. Go #Chiefs !
Joined December 2020
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$ARDX No one should put all their eggs in one basket. But doing it here and now- you will beat most any and all indices. It’s as derisked as any Biopharm as you will find IMO. I now have 5 concentrated positions & reducing to 3 soon. That’s how real money is made. $VKTX $GLSI
$ARDX ....Should be approaching 300mm revs by Y/E
IBSRELA s/ do $155mm
XPHOZAH s/ do $145mm
Exit run-rate will be 420mm (47mm & 58mm)
Stock is cheap!
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@_MLFootball
@BabzOnTheMic
Let’s add to the Tom Brady roast. This is an additional 30 minutes of material.
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@_MLFootball
@ArrowheadLive
@lexiosborne
@ItsJodiNewsome
@chiefs_outsider
@chiefshive
@ChiefsFocus
@bturner23
@MarkAGunnels
@TheBillsGuys
@BradleyGelber
Chiefs fan here. Allen is a class act and proves it time and time again. No one in life is as good as the best thing they’ve done or as bad as the worst they’ve done. I am sure Mahomes felt he had a low point in his life.
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@BBGreatMoments
I talked with Angel Hernandez. He said he was safe because it was the 19th inning and he would have been hungry and ready for bed also.
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@_MLFootball
@cheetah
I wasn’t a Tua fan before, but the guy keeps doing it over and over. Even if everyone feels he has the greatest weapons- you still have to throw it accurately & he does all the time. Big Chiefs’ fan here, but the Dolphins are the team to beat. Tua has more than proven who he is.
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@ByKLong
@BillAckman
I predict you won’t have a job
@BusinessInsider
soon & they will have an existential crisis the next few months. Horrible journalism that is anti-Semitic.
Good luck finding a job after this.
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@BillAckman
@Harvard
Don’t let your foot off the gas pedal until Gay is gone… which she won’t last much longer. Anyone that cares about Harvard and the stain DEI extrapolates on America- should continue to exploit the hate and plagiarism of Gay until removal. She is the face of DEI’s evil.
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@BillAckman
Israel has one opportunity to take out their nuclear program before it’s used against them. The time is now. This is Israel’s only choice. And yes it will be regime changing.
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@bobbybaltim0re
@Jsalllll
MVP should go to
@CMC_22
no doubt. I like Lamar, but his best stats are near Mahomes worse. CMC a beast and going to Super Bowl.
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@BillAckman
The more they dig- the more they find. Anyone who continues to defend her is an enemy of the truth.
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@unusual_whales
Zero chance any of this passes. Maybe less than zero using the Administration’s math.
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@BillAckman
She has single-handedly done more to destroy Harvard than anyone else in centuries. Any decent person would have resigned by now. She is the poster child for failed DEI policies.
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@BillAckman
@axelspringer
“Alex- I will take How not to handle an existential crisis for $100 please.”
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@IAPonomarenko
In my mind your reporting is the BEST war reporting the world has EVER seen. It’s worth all the Pulitzer Awards issued the past 25 years combined. Many of the stories, photos and videos are etched in my mind forever. As they say “Not all heroes wear capes”! Great job my friend.
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@KCStar
Media will do anything for attention & clicks. Reminder: their house of glass sits empty as readership was left with left opinions and fired the Star.
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@ProFootballTalk
If you know him as well as I do- you would know only 3 things matter to Mahomes. God. Family. Winning. Notice nothing about money. Brady could have made tons more, but gave the hometown discount to give bank to teammates & winning. Mahomes chasing Brady’s rings. Same path.
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@BillAckman
@HarvardAlumni
Maybe they think even with Plagiarism being the litmus of their DEI President- that hatred is okay as well. The entire Harvard administration needs to be fired along with faculty who signed off. Addition by subtraction.
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@NBCSPhilly
This is probably the most heartfelt speech I’ve ever heard. The world needed Kylie & Jason Kelce. Philadelphia got the best 13 years anyone has had from these 2- “how to live”.
As great as Jason is at talking- I can’t wait to hear him give the “Best Man speech” at Travis &
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@tootgail
Please leave Jackson at home. Chiefs don’t need any funny business for distractions.
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$NWBO INTERESTING post- to say the least- on StockTwits- referenced a post on Investorhub:
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@nypost
@BillAckman
Biden cannot survive this. This is the Jimmy Carter Iran hostage crisis moment.
And where is the effort to Bring American hostages home from Israel now?
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@_MLFootball
@creed_humphrey
@DadBodTee
@ArrowheadLive
@lexiosborne
@ItsJodiNewsome
@MarkAGunnels
@chiefs_outsider
@chiefshive
@kcchiefsmmz
@OU_RecruitingHQ
@soonergridiron
@Sooner_kyle7
Creed Humphrey is a National treasure.
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@_MLFootball
@outsports
@SBNation
@Xommanders
@HogfarmerChris
@HogsHaven
@Tiller56
@SamHowellMVP
@discoque5
@Russellmania621
@dandakich
@JakeCrain_
@ClayTravis
Their HQ is directly across the street from Arrowhead &
@Chiefs
. They have supported athletes & done more good than the hate spewed by
@outsports
. Ridiculous.
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$NWBO I personally want to thank Ken Griffin’s Citadel, (shorted a CANCER Company),
@statnews
, & EVERYONE who doubts JAMA P3 results by UCLA’s Linda Liau. Your negativity is the catalyst that UNITED Social Media this weekend & helped the good vs evil
#CitadelScandal
trending.
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@SawyerMerritt
I hope they don’t ever check the price of gas. Yes- it doesn’t fluctuate either.
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@BrianMcGannon
Local KC politicians are worthless. This is and will be their legacy. Quinton Lucas & Frank White Lost both sports teams. No one will remember them for anything else in 50 years.
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@_MLFootball
Chiefs fan here. Loved watching him play- both on and off the field. There will never be another like him. Kudos and insanely grateful to have a player like him in the NFL. Nicely done Jason!
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@jjones9
@CBSSports
The excuses are starting to grow old- quit whining and complaining & blaming. This is a bad look for Super Bowl contenders.
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@_MLFootball
@aj_c21
@StankBastard
@DJBucsFan
@gregauman
@OCPDesigns
@TravisSkol
@StevenCheah
@SaltyBuc91
@OUBarstool
@soonergridiron
@Josh_Scoop
Has to go to Christian McCaffrey. No close 2nd place.
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@BillAckman
@ByKLong
My prediction is she won’t be employed there much longer. Shoddy journalism standards coupled with anti-semitism in the form of time restraints for Friday. Again- her job & BI will be in an existential crisis mode for some time to come. Ackman undefeated in 2024.
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@ChaseDaniel
Guessing he won’t play much this year. For shits & giggles…Might go back and bet 10x bigger.
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$XFOR IT literally took me <2 minutes to confirm the Inside Sales were pre-planned to pay taxes on RSUs. Every sale has a form that is clickable & in plain English. My thesis hasn’t changed. If you are going to invest- take some time to understand everything. All the sales were
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$VKTX $LLY If this is true -LLY has no chance after someone legit buys Viking. The c-suite of LLY should all resign in disgrace. Clowns.
.
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@_MLFootball
@ScooterMagruder
@LawsNation
@Spoonie881
@rjchoppy
@1053SS
@mtag1993
@DAK_4_MVP
@Your_Guy_Nix
Maybe they can start by waiving Jerry Jones. That would be the smartest move ever.
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@InvestorTurf
@elonmusk
Citadel has the full attention of people who can pull data better than them. There is always someone better out there. This is going to be fun. Prediction: Citadel will not exist in 1 year & Ken Griffin facing numerous Federal charges. $TSLA $NWBO
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@_MLFootball
Alex Smith is responsible for Mahomes success as anyone from a coaching standpoint. Alex shares everything he knew- knowing it could cost him his job. Selfless… Alex Smith is a hero in KC
#ChiefsKingdom
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$ARDX well.. some great news from a good source (friend):
Record Ibsrela scripts on all three metrics...TRx 1,738, NRx 732 and RRx 1,006
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$ARDX HELL YES! You gotta fight - for your right- to party!!!!
We are thrilled to announce that today we received
@US_FDA
approval for another first-in-class therapy
#FDAApproval
#ArdelyxProud
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@aaronladdtv
@KSHB41
This is some of the best AI I’ve seen and obviously had to be extra hard to make it look like Toney could actually catch passes. Amazing technological advances.
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@_MLFootball
@people
Bawdy American “roast” humor with no regards to political correctness is the best. Dam broke- USA is back! Not sure where Brazil is on the list.
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@Royals
None of this matters if we continue to lose 100+ games a year. A new stadium is lipstick on a pig. I don’t know anyone that wants to try to park downtown with the congestion and crime. Move to NKC or keep it where it is. As far as costs go- There is no chance it stays under
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$NWBO This is just plain suspicious. Huge orders that don’t move the needle. Will the MM’s wait to the EOD to show the SP+ ? Such manipulation!
#CitadelScandal
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$ARDX For anyone new- here is the Magnificent launch of Ibsrela. As great as it is- the launch of Xphozah should exceed. Projected Ibsrela peak $500 million. Xphozah $1B+ That’s 1.5B. Conservative values for the company at $1.5 x 3 = $4.5B. Yesterday closed at $3.50 w M/C approx.
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$VKTX Added large amount today. I am thinking it grabbed some retail stop/losses (again). I do not use stop losses for obvious reasons.
If you do your DD, thesis doesn’t change, why sell? This is a “garage sale” day. Who sells when on sale?
Last- If there are any reports
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$NWBO FINALLY! You won’t find a bigger stock story this month. Follow the money - and they will with help- and folks will be held responsible. JAMA results! Can’t wait for
@statnews
to cover this. LOL.
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$ARDX Welcome to 2024. The growth of scripts & thus revenue- along with a lack of valid Bear thesis- has lead me to continue to grow & roll over my outsized position into this year. I see another banner year of gains. Congratulations to all who held & con’t to. Stats don’t lie:
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$ARDX This is incredible. I doubt these SP levels will be around much longer.
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$ARDX Beat. Nice when your largest position knocks it out of the park.
$ARDX
Company reports $45.6 million in Q1 product-related revenue, including $28.4 million in net product sales revenue for IBSRELA and $15.2 million in net product sales revenue for XPHOZAH
Company ends Q1 with approximately $203 million in cash and investments
Ardelyx Q1 2024
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@kalynkahler
@ByNateTaylor
I am shocked he even responded that way. His dad was better at PR for sure.
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This is my dad. Came from a big family-grew up as poor as they come. Served in US Army-Adopted 3 kids & lead by example- hard work, truth, and loyalty. Married 50 years until Alzheimer’s took him. Happy Father’s Day dad. I miss you.
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@MecoleHardman4
@hbtCHIEFS
Legend. If you ever feel like leaving for money- look hard at that game ball & congratulations. Next year you could easily be MVP or OPY while playing for the greatest QB of all-time. Then think about Cheetah & Orlando Brown or even Thornhill. They gave it all up for money.
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@BillAckman
This is The KC Star
@KCStar
building in KC. Built in 2006 and since sold- it is a testament to the decline of journalism and media trust. It sits empty. Was full- they alienated & deceived & the local media remain the bane & accomplice in misinformation. Objectivity gone.
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@_MLFootball
@getnickwright
@StoneColdJones
@chiefshive
@chiefs_outsider
@ArrowheadLive
@bturner23
@lexiosborne
@ItsJodiNewsome
@MarkAGunnels
@ReidOptionKC
@cdotharrison
Live shot of Jones agent:
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$ARDX Wonder why Tutes are getting in the game in big numbers now? Best corporate presentation I’ve ever seen from a Company:
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@unusual_whales
I predict some of the biggest names involved. Perhaps dark pool will be eliminated as a result. Would like to see all institutional shorts be made public same day.
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$ARDX UPCOMING catalysts:
1. Analysts upgrades. There were at least a half dozen big names on the CC yesterday.
2. Earnings Report. That should include some of the next points:
3. Thanks to Ibsrela scripts’ count & graphs by Mailman & MASi- we know we WILL have increasing
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@BillAckman
@JagDiogan
They are in an existential crisis and personal Umbrela policies they hold are in play. Predictably- BI will cease to exist soon & several players will be dealing with financial headaches they’ve never envisioned.
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$ARDX Earnings after the bell. My thoughts:
Coiled up after some nice consolidation. It comes down to catalysts to send it to higher and I don’t think it will disappoint .
I expect to see sales of both indications of Tenapanor increase beyond expectations.
That’s great,
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$ARDX These are absolutely a “MUST-READ” and indicative of what’s to come.
2nd slide is this week’s “Weekend at Bernie’s”.
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@SawyerMerritt
With
@Harvard
in its downfall- students now actually have a chance to avoid DEI policies that encourage Plagiarism & anti-semitism. Imagine having a full range of candidates that are NOT bound by the constraints (racist) DEI policies encourage. $TSLA
@BillAckman
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@barstoolsports
@_willcompton
@BussinWTB
He has it right- sort of. Goodell has a secret remote that activates invisible phasers located on top secret NFL satellites that can control wind speed & direction on oval objects within inches. It’s a fact the remote got stuck & that’s why it was off so much.
#Lunatics
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$ARDX TOMORROW should be a good day here. I have held this since under $1 and have added & added. The ER should clarify:
1. Record sales of Ibsrela
2. Launch of Xphozah
a. Pricing
b. Projection of sales
3. Europe ROW launch/partnerships
4. Inventory levels
5. Any share
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@AroundTheNFL
You chose money over SuperBowls. You are asking for even MORE money. And then now you are giving advice on money? CTE sounds plausible
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@unusual_whales
If anyone can explain how a hedge fund can also be a market maker and how that’s ethical- I would appreciate it. Throwing Karma to the wind- hoping Citadel’s demise comes fast & furious.
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$PDSB LONG. My red flag is people- well intentioned or not- that have (NP) in the first line or 2 of their post.
And no new relevant information. Total waste of their time and readers. Pseudo intellects.
Having listened to Frank several times- the c-suite makes the
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