Bios_n_Techs
@Bios_n_Techs
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Investor with bios & tech focus. Tweets are my opinions only and not investment advice. May have positions short or long term on stocks I tweet.
United States
Joined August 2012
RT @zipjet: This post reflects that some of the third party payers have made Briumvi the preferred treatment over Ocrevus. Of course, the….
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$VKTX $LLY Unfortunately obesity in US is becoming to be stubborn symptom of unhealthy lifestyle and folks looking for pill popping solution will continue to grow. Plenty of TAM for multiple players.
No doubt $LLY gained over $500-600 Billion valuation just on the Obesity landscape in less than 2 years . What other drugs can push the market cap so high- None. Obesity is the game changer for $LLY and $VKTX very likely next as long as data remains competitive or better .Huge.
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RT @IndianGems_: ₹25 crore was allocated to a Contractor for constructing 13 roads in Gurgaon. Below is a sample of one of those roads. In….
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RT @statnews: There’s now a chance for bipartisan health care policies, but partisan tensions are running high.PBM reform, doctor pay chang….
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KBW who ? Lol $SOFI.
Who’s cares about KBW ratings on $SOFI 🤣🤣.
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RT @Quantumup1: JPMorgan reiterated $MREO Overweight/$7. $RARE.JPMorgan said in its note: "This afternoon, Ultragenyx and Mereo announced t….
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$MREO $RARE Chris is spot on. IA2 did not include Cosmic data analysis.
$RARE / $MREO For those speculating around the timing of ORBIT IA2, 1st half of July is still in the window of an expected announcement. Also, COSMIC will only be evaluated if ORBIT is successful so it’s not necessarily a negative if the PR is taking longer than anticipated.
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$TMDX Long & adding slowly here. Their moat will only get stronger with their approach of Organs-as-a-Service offering Organ transplantations. Co continues to be laser focused in execution.
$TMDX I still believe it's a compelling story for investors on dips based on expansion of total transplant volumes, increased OCS adoption and continued momentum across service platform. A name to own for the continued growth expansion over next several quarters.
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$XBI boost coming.
NAVARRO: FEDERAL RESERVE SHOULD CUT RATES IN JULY.
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One of many reasons why #BTC will soar.
Both Democrats and Republicans have failed to curb government spending. The national debt is forecasted to rise another $10 TRILLION under the Trump administration. Now you can watch the national debt grow live on Kalshi:
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RT @semodough: CITI $APGE Some investors have raised concerns around conjunctivitis rates of about 18%, but the firm notes that this rate i….
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RT @MSollender: $COGT Cogent Biosciences Announces Positive Top-line Results Achieving Statistical Significance Across All Primary and Ke….
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RT @krassenstein: BREAKING: Trump announces what appears to be a horrible trade deal for the United States and Vietnam. American businesses….
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$WULF Joined you as well. If momentum continues it could hit the target.
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RT @Benzinga: Trump-Administration's Health Agency Overstepped Authority, Reorganization Unlawful: Court.
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$OSCR Added. Notable that furthermore, co has reiterated its full-year 2025 outlook, which was initially provided in its February financial results. The co continues to anticipate sales between $11.2 billion and $11.3 billion, with a projected medical cost ratio of 80.7%-81.7%.
Healthcare stocks took a dive today on $CNC pulling guidance and citing “significantly higher-than-anticipated costs in its insurance marketplace and Medicaid businesses.”.$CNC has about 69% Medicaid exposure on its revenue stream. For comparisons: .$UNH ~13% exposure to.
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