@blondesnmoney The S&P has more than 3x’ed since then lmao. Valuation barely matters relative to earnings growth.

@awood310 @Biohazard3737 Regulated by who exactly…?

@aryelipman

@Biohazard3737 I am increasingly under the impression none of these guys give a shit about the 20% and it’s all about the 2%

@BillAckman @ReubenR80027912 Yes @BillAckman gets jealous when he has to pay full freight tax on his HF meanwhile his PE buddies take advantage of the loop hole!

@Biohazard3737 Eitherway maybe you’re right in the end but in my experience there are easier ways to make money than trying to predict the whims of big pharma 🤷‍♂️

@A_May_MD @bioinvestor24 @Biohazard3737 I instantly regretted commenting anything $VKTX related once I saw these conspiracy theory trolls emerge lol

@Biohazard3737 @Biotech_DD

@A_May_MD @HealthcareNinj1 Most people understand DS vs DP in the industry

@realEstateTrent Ivy League grads have access to other career opportunities that are a) more cerebral and b) similar upside, but higher downside. It’s a bad fit based on personality and financial risk/reward relative to the alternative.

@AntounNabhan Exenatide is extremely weak relative to newer gen agents, not sure I would read through

@Biohazard3737 Why is the $imvt ph2 worse then efgart ph3?

@Biohazard3737 Are they going to submit BLA for bato or just full pivot to 1402?

@Biohazard3737 Most docs I’ve spoken to just use a QW or Q2W maintenance regimen off label. Should be even easier with prefilled syringe. Take your point though that will be nice to have it on label.

@Biohazard3737 As a casual observer that’s the biggest knock on the story for me. I don’t really buy the differential efficacy hypothesis / think it will be very hard to prove so need a cleaner picture of where IMVT is first. We all saw what ARGX did to Rystiggo in MG..

@Biohazard3737 Is $imvt first in class in any of these indications? The key question is differentiation vs $argx