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@Amarillo_Slim1
"$TXN LAST CUT WE PROMISE THIS TIME"
X Link @Amarillo_Slim1 2025-10-21T20:50Z 11.3K followers, 2561 engagements
"$AVBP is worth $100/sh. It is easily the best asymmetry in the biotech market"
X Link @Amarillo_Slim1 2025-10-23T19:47Z 11.3K followers, 16.1K engagements
"Firmo has patent life out to 2042 and given the patient population it will monopolize 1L Exon20 and PACC as FDA trial design requires TKI-naive patients to be enrolled in study. Therefore once approved no competitors will be able to even enroll a study"
X Link @Amarillo_Slim1 2025-10-23T23:24Z 11.3K followers, XXX engagements
"Pricing should be in-line with Tagrisso ($300k per year) which sizes the US Exon20 market opportunity at $900m and PACC market at $1.5bn. No real treatment options and high ORR/duration means $AVBP will take a large majority of the market"
X Link @Amarillo_Slim1 2025-10-23T23:24Z 11.3K followers, XXX engagements
"Why would $QBTS (a Canadian company) get US govt funding Idiots should think before they believe nonsensical pump and dump headlines"
X Link @Amarillo_Slim1 2025-10-23T13:52Z 11.3K followers, 33.1K engagements
"$AVBP lead asset firmonertinib is a best in class TKI for EGFR non-small cell lung cancer mutations. De-risked asset with incredible data to date. No safety issues. X indications in Exon-20 and PACC in pivotal p3. Major catalyst in early Q1 with Exon-20 data readout. $1.5bn drug"
X Link @Amarillo_Slim1 2025-10-23T23:24Z 11.3K followers, 9332 engagements
"Jensen making fun of everyone lol"
X Link @Amarillo_Slim1 2025-10-28T15:34Z 11.3K followers, 30.4K engagements