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@bio_report
"DMD community rallying around $SRPT and Elevidys. @US_FDA and @DrMakaryFDA should actually take some time out of rejecting rare disease drugs and actually talk to the rare disease community" @bio_report on X 2025-07-19 00:47:17 UTC 1182 followers, 1955 engagements
"$CAPR @US_FDA has become a disgrace. Who the hell would want to work there. They can only attract people who cant make it in industry. Sad for rare disease" @bio_report on X 2025-07-11 13:55:00 UTC 1183 followers, 1264 engagements
"$CMG Doesnt take a rocket scientist to figure out that the reason for the continued decline in same store sales is because theyve raised their prices waaayyyy too much" @bio_report on X 2025-07-23 20:58:17 UTC 1182 followers, XXX engagements
"Welcome to the new @US_FDA. Joke organization $CAPR" @bio_report on X 2025-07-12 17:02:49 UTC 1182 followers, 10.1K engagements
"$LNTH a bit odd of a drop on CMS update considering most always thought next year would use median cost pricing which is the current way" @bio_report on X 2025-07-17 17:50:26 UTC 1182 followers, XXX engagements
"$ELV the drop appears way overdone at this point. Insurance companies arent in the business to lose money and will adjust by raising premiums on areas they need to. Bumps along the ways but much more often than not they bounce back" @bio_report on X 2025-07-18 15:22:53 UTC 1181 followers, XXX engagements
"@belowcashbuyer Think theres little chance they would have gone this direction unless they got the signal from FDA it was temporary. Easy exit ramp for everyone involved" @bio_report on X 2025-07-22 08:20:49 UTC 1176 followers, XXX engagements
"$SRPT not sure why down. Sounds like FDA has given them the signal they will work with them to update safety info for ambulatory in return for not embarrassing them and digging in for a fight. X weeks pause max is my guess" @bio_report on X 2025-07-21 23:54:36 UTC 1182 followers, 7851 engagements
"$TEM is now comfortably worth more than $EXAS and $NTRA worth twice as much. Both $CAI and $GH closing in. Exact viewed as an old dinosaur. Dont think anyone cares at this point about Cologuard revenue" @bio_report on X 2025-07-23 18:15:01 UTC 1182 followers, XXX engagements
"$MYGN just a reminder how silly the stock price is under $500M market cap. Last year it was multi-billion. Revenue 2025E $807-823M 2024 $837M 2023 $753M 2022 $678M 2021 $690M" @bio_report on X 2025-07-18 15:31:12 UTC 1174 followers, XXX engagements
"$LMT write downs on programs are part of defense business. $NOC took a $500M write off last quarter on B21 program and although it dropped XX% it rapidly recovered" @bio_report on X 2025-07-23 07:20:55 UTC 1182 followers, XXX engagements
"$LMT X month low due to some one time charges this earnings. Seems like a buy" @bio_report on X 2025-07-22 15:26:24 UTC 1183 followers, XXX engagements
"$SRPT so company will be making almost a billion in profit a year and market cap is under $X billion. Hmmm" @bio_report on X 2025-07-17 12:56:50 UTC 1176 followers, 6651 engagements
"Trumps tariffs really helping all those American car companies as promised. lol $GM" @bio_report on X 2025-07-22 14:49:11 UTC 1182 followers, XXX engagements
"Starting to think @US_FDA @DrMakaryFDA and sidekick Vinay just hate DMD patients $SRPT $CAPR" @bio_report on X 2025-07-19 00:24:37 UTC 1182 followers, 1768 engagements
"$LMT investors do realize these write downs dont impact FCF correct Seems like a big overreaction. $NOC had same last quarter and was for the most part brushed off" @bio_report on X 2025-07-22 19:02:33 UTC 1182 followers, XXX engagements
"$PGY made a ton of money on this one but not going to hold into earnings" @bio_report on X 2025-07-22 15:29:25 UTC 1182 followers, XXX engagements
"@DrMakaryFDA FDA is becoming the ol boys club. Been a disaster start" @bio_report on X 2025-07-23 04:59:45 UTC 1175 followers, XX engagements
"$MDGL after a nice run always seems to have a 3-5% down day on low volume" @bio_report on X 2025-07-18 15:26:47 UTC 1183 followers, XXX engagements
"Biotech portfolio finally starting to turn around with $SRPT $AVDL $MDGL. Next up is $MYGN" @bio_report on X 2025-07-17 04:25:18 UTC 1175 followers, XXX engagements
"$LMT sounded like Lockheed on call in good position to play a major role in Golden Dome" @bio_report on X 2025-07-23 07:14:13 UTC 1182 followers, XXX engagements