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@BiotechSho99376 "@richtrades100 @monaco_biotech @AaronRosenblum5 Did anyone honestly think Sheep was here for them. He's a fund not BioX Robinhood. He has a duty to put himself first"
X Link @BiotechSho99376 2025-10-15T10:59Z XXX followers, XXX engagements

"@monaco_biotech @AaronRosenblum5 @richtrades100 guys who own XX% of the co are getting half the distro. Lol"
X Link @BiotechSho99376 2025-10-15T10:57Z XXX followers, XXX engagements

"My $MLTX short thesis wasn't clever but hinged on 1) HS studies produce idiosyncratic placebo response e.g $SLRN Izokibep 'bump' at wk XX vs wk16 $IFRX prior C5a 'high' placebo rates at P2b. 2) HiSCR endpoint variability. 3) Bim data v. high bar to clear 4) Management pumping"
X Link @BiotechSho99376 2025-09-29T10:19Z XXX followers, XXX engagements

"$BCRX $ASTX the termination fee says a lot about FTC intervention risk. Doesn't say much about confidence in their own drug to buy another one with the same moa. This space will look different in several years - more entrants. Lots of debt and no cash now. Odd deal"
X Link @BiotechSho99376 2025-10-14T11:30Z XXX followers, 2267 engagements