# ![@peter_mantas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1346216982438416386.png) @peter_mantas Peter Mantas

Peter Mantas posts on X about $clpt, $twst, $qure, $crl the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1346216982438416386/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:interactions.svg)

- [--] Week [-------] -23%
- [--] Month [-------] +117%
- [--] Months [---------] +406%
- [--] Year [---------] +162%

### Mentions: [--] [#](/creator/twitter::1346216982438416386/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:posts_active.svg)

- [--] Week [---] +13%
- [--] Month [---] +65%
- [--] Months [---] +94%
- [--] Year [---] +39%

### Followers: [-----] [#](/creator/twitter::1346216982438416386/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:followers.svg)

- [--] Week [-----] +1.70%
- [--] Month [-----] +6.80%
- [--] Months [-----] +73%
- [--] Year [-----] +94%

### CreatorRank: [-------] [#](/creator/twitter::1346216982438416386/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [us election](/list/us-election)  [social networks](/list/social-networks)  [exchanges](/list/exchanges) 

**Social topic influence**
[$clpt](/topic/$clpt) #4, [$twst](/topic/$twst) #1, [$qure](/topic/$qure) #7, [$crl](/topic/$crl), [$dhr](/topic/$dhr), [$mxct](/topic/$mxct), [$rgen](/topic/$rgen), [in the](/topic/in-the), [$epam](/topic/$epam), [$cmps](/topic/$cmps) #4

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@marcslans](/creator/undefined) [@larryjamieson](/creator/undefined) [@jerrycap](/creator/undefined) [@hiddensmallcaps](/creator/undefined) [@returnoncap](/creator/undefined) [@logicalthesis](/creator/undefined) [@bullishbearz](/creator/undefined) [@lhamtil](/creator/undefined) [@comebackcap](/creator/undefined) [@viggykrishnan](/creator/undefined) [@contextinvestor](/creator/undefined) [@sinstockpapi](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@atelicinvest](/creator/undefined) [@qcapital2020](/creator/undefined) [@stocktalk416](/creator/undefined) [@rhum01](/creator/undefined) [@f4de2bl4ck](/creator/undefined) [@waterworldcapi1](/creator/undefined)

**Top assets mentioned**
[Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [uniQure N.V. (QURE)](/topic/$qure) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [Danaher Corporation (DHR)](/topic/$dhr) [MaxCyte, Inc. (MXCT)](/topic/$mxct) [Repligen, Corp. (RGEN)](/topic/$rgen) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Endava plc American Depositary Shares (DAVA)](/topic/$dava) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Evotec SE (EVO)](/topic/$evo) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Caribou Biosciences, Inc. (CRBU)](/topic/$crbu) [SuperRare (RARE)](/topic/$rare) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Vertex Protocol (VRTX)](/topic/$vrtx) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [KEYS (KEYS)](/topic/$keys) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [UnitedHealth Group (UNH)](/topic/$unh) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Costco Hot Dog (COST)](/topic/$cost) [Rapid Micro Biosystems, Inc.  (RPID)](/topic/$rpid) [Biofrontera Inc. (BFRI)](/topic/$bfri) [4D Molecular Therapeutics Inc. (FDMT)](/topic/$fdmt) [Bicara Therapeutics Inc. (BCAX)](/topic/$bcax) [GH Research PLC (GHRS)](/topic/$ghrs) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [British American Tobacco (BTI)](/topic/$bti) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Yum China Holdings, Inc. Common Stock (YUMC)](/topic/$yumc) [Eli Lilly and Company (LLY)](/topic/$lly) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Icon Plc (ICLR)](/topic/$iclr) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Texas Instruments (TXN)](/topic/$txn) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Stevanato Group S.p.A. (STVN)](/topic/$stvn) [Atai Life Sciences B.V. (ATAI)](/topic/$atai) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Edwards Lifesciences Corp (EW)](/topic/$ew)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CRL https://www.science.org/content/article/fda-no-longer-needs-require-animal-tests-human-drug-trials https://www.science.org/content/article/fda-no-longer-needs-require-animal-tests-human-drug-trials"  
[X Link](https://x.com/peter_mantas/status/1614071830020513793)  2023-01-14T01:28Z [----] followers, [----] engagements


"@NeuroStockDoc New tech pertaining to niche drug/device therapies are not easy to push on the market in a vacuum. Rlshps with physicians clinicians and neurosurgeons are incredibly sticky especially when they are required by law (see: EU filing where Upstaza must be delivered by neurosurgeon)"  
[X Link](https://x.com/peter_mantas/status/1618065345595715585)  2023-01-25T01:56Z [----] followers, [---] engagements


"@NeuroStockDoc This is why companies like $EW and $ISRG have been wildly successful. Sticky workflows distribution clinical support ties to research universities and conferences regulatory capture and trust in the market all play a role in fending off disruption"  
[X Link](https://x.com/peter_mantas/status/1618066045495054337)  2023-01-25T01:59Z [----] followers, [---] engagements


"@hiddensmallcaps Pricing power is underrated. Look what its done for $FICO. 10-bagger since [----] and virtually all of it has being pricing"  
[X Link](https://x.com/peter_mantas/status/1626704038359142401)  2023-02-17T22:04Z [----] followers, [---] engagements


"@CoupDeToe $TYL very interesting down here"  
[X Link](https://x.com/peter_mantas/status/1635674346965352452)  2023-03-14T16:08Z [----] followers, [---] engagements


"@TidefallCapital $MTD"  
[X Link](https://x.com/peter_mantas/status/1638334980836278273)  2023-03-22T00:21Z [----] followers, [---] engagements


"$WST investor day. Heres to the next [---] years. Lindy"  
[X Link](https://x.com/peter_mantas/status/1639049029513277441)  2023-03-23T23:38Z [----] followers, [----] engagements


"@qcapital2020 $CRL and $EPAM. Both S&P [---] components"  
[X Link](https://x.com/peter_mantas/status/1658517008588087297)  2023-05-16T16:57Z [----] followers, [----] engagements


"CGT/Biologics correlation last [--] years $tech $dhr $tech $clpt $wst $crl"  
[X Link](https://x.com/peter_mantas/status/1659630092857819139)  2023-05-19T18:40Z [----] followers, [----] engagements


"@Adam_Wyden Trading at 10x ebitda/17x ntm when norm PE was high 30s. Growing EBIT and rev well over 22% per year for the next [--] at least has zero LT debt and has always been profitable. Massive TAM + vertical tailwinds in a three horse race. Easily $10b market next 5-8 years. Serial aqc"  
[X Link](https://x.com/peter_mantas/status/1663302628502126592)  2023-05-29T21:53Z [----] followers, [----] engagements


"@DrawdownCap @Adam_Wyden $DAVA $EPAM and $GLOB. $EPAM v high quality will buyback shares but slower growing (I can see 20-30s irr from mid-$250s). $GLOB similar to the others a bit more cookie cutter work. $DAVA has more acquisition runway + vertical market expertise = more consult based expansion"  
[X Link](https://x.com/peter_mantas/status/1663307299325112320)  2023-05-29T22:12Z [----] followers, [--] engagements


"$NVDA puts look tempting here ngl. Always pay attention to the parabolic pukes 🤮"  
[X Link](https://x.com/peter_mantas/status/1663555459943645191)  2023-05-30T14:38Z [----] followers, [--] engagements


"@sinstockpapi $DG actually looks interesting down here"  
[X Link](https://x.com/peter_mantas/status/1664394728039669763)  2023-06-01T22:13Z [----] followers, [---] engagements


"Adding in PA to $CLPT $EPAM $DAVA"  
[X Link](https://x.com/peter_mantas/status/1665786781109723137)  2023-06-05T18:24Z [----] followers, [----] engagements


"@BichonRedux $dhr $mktx"  
[X Link](https://x.com/peter_mantas/status/1666864289586479106)  2023-06-08T17:46Z [----] followers, [---] engagements


"@DailyLoud Theres no way this is correct or true"  
[X Link](https://x.com/peter_mantas/status/1667317522306158595)  2023-06-09T23:47Z [----] followers, [---] engagements


"@Borlaug_ poor little $evo"  
[X Link](https://x.com/peter_mantas/status/1669717239073849345)  2023-06-16T14:43Z [----] followers, [--] engagements


"@chitchatmoney $WST. 90% market share in the delivery of basically every biologic drug manufactured worldwide"  
[X Link](https://x.com/peter_mantas/status/1669836491294482432)  2023-06-16T22:36Z [----] followers, [--] engagements


"@StockTalk416 Aa bit more galaxy brain but will be interesting to see the amount of medullary thyroid cancer that develops from Ozempic. Its a real risk. The key therapy for that was dev by $AZN and sold to $SNY in [----]. Had $AZN not sold would potentially have [--] b-busters (w/Tagrisso)"  
[X Link](https://x.com/peter_mantas/status/1670212075728019457)  2023-06-17T23:29Z [----] followers, [--] engagements


"@StockTalk416 Btw $AZN has the best rare disease pipe and is starting to emulate $LLY quickly. $NVS is #2 imo"  
[X Link](https://x.com/peter_mantas/status/1670212671503835138)  2023-06-17T23:31Z [----] followers, [---] engagements


"@sinstockpapi @JRogrow Both $DAVA and $EPAM are pretty silly down here. Trough multiple on trough earnings. Might take a couple quarters to digest earnings but both are basically at or pre Covid levels"  
[X Link](https://x.com/peter_mantas/status/1672395073617645568)  2023-06-24T00:18Z [----] followers, [---] engagements


"$CLPT is currently at 4.5x '24 ev/s. Covid low was 4.2x. At Covid lows: [--]. Hospitals + trials shut down terminal value impact [--]. No Upstaza [--]. No UCB [--]. No Prism [--]. No trial expansion for $QURE or Neurona [--]. No OR expansion [--]. No stem cell product line [--]. 50% fewer partners"  
[X Link](https://x.com/peter_mantas/status/1673359359156396036)  2023-06-28T16:07Z [----] followers, 23.7K engagements


"Let's not forget $CRL partnership right on front page:"  
[X Link](https://x.com/peter_mantas/status/1673359490530394114)  2023-06-26T16:01Z [----] followers, [----] engagements


"$DHR has had many many chances to test sub-$200 and with $WBA wash + earnings coming up I don't see how we haven't fully priced in de-stocking fears"  
[X Link](https://x.com/peter_mantas/status/1673767499349762055)  2023-06-27T18:57Z [----] followers, [----] engagements


"@TransformerCap @irbezek @CCM_Ryan Its more vertically exposed so might take a couple more quarters of recovery. However it will grow faster than $EPAM"  
[X Link](https://x.com/peter_mantas/status/1674015005568630784)  2023-06-28T11:26Z [----] followers, [---] engagements


"@ShawnKwon11 Its not even the 1st inning for anything quantum. Even S&P [---] companies know its a coming tailwind"  
[X Link](https://x.com/peter_mantas/status/1674204988933898244)  2023-06-28T23:55Z [----] followers, [--] engagements


"@riddle245 @willis_cap $rgen in the $130s is a smash imo"  
[X Link](https://x.com/peter_mantas/status/1674854570067910667)  2023-06-30T18:57Z [----] followers, [---] engagements


"@viggy_krishnan @PythiaR Oh I know. I mean you can kind of see how a decent IRR was possible 50% ago but now I think near impossible. I don't see how it beats the likes of $DHR $EPAM or even a $CRL ie. insert decent fast growing FCF S&P component that's negative to the end of the decade from here"  
[X Link](https://x.com/peter_mantas/status/1674908200393474049)  2023-07-07T23:52Z [----] followers, [---] engagements


"@Larryjamieson_ $WST: zero disruption risk 90% market share near perpetual runway significant scale near immovable regulatory capture strong pricing power very high roic low inventory needs"  
[X Link](https://x.com/peter_mantas/status/1675484299854848001)  2023-07-02T12:39Z [----] followers, [----] engagements


"@marc_slans @returnoncap $DHR $EPAM $DAVA $CRL to select a few. $MKTX will get there too. Also like $RPI.TO a lot"  
[X Link](https://x.com/peter_mantas/status/1677831763698016256)  2023-07-09T00:07Z [----] followers, [---] engagements


"@babyseal2022 @blerghhh @GrantMBeasley @Silver_Gold_U @Trudeaus_Ego Need to get @rhum01 making the pancakes for all of us"  
[X Link](https://x.com/peter_mantas/status/1678131999322656768)  2023-07-09T20:01Z [----] followers, [--] engagements


"@jayvas I mean they idolize and are inspired by $DHR which is a pretty unique organization in its own right"  
[X Link](https://x.com/peter_mantas/status/1678911465611304960)  2023-07-11T23:37Z [----] followers, [---] engagements


"@Inves2grow $EPAM $DAVA $CRL $MKTX"  
[X Link](https://x.com/peter_mantas/status/1679991477533851650)  2023-07-14T23:09Z [----] followers, [----] engagements


"Going into the print this Q will be interesting to see the reaction across this group (my quasi-BP factor) considering current correlation ( $CLPT $RGEN $DHR $SRT3.BE )"  
[X Link](https://x.com/peter_mantas/status/1681300678361387013)  2023-07-18T13:51Z [----] followers, [----] engagements


"@TidefallCapital Problem is going "all-in" on anything even of high quality is very hard to do"  
[X Link](https://x.com/peter_mantas/status/1681307651148513281)  2023-07-18T14:19Z [----] followers, [----] engagements


"@PythiaR What this means is $ODFL goes to super duper ATHs and pukes upward"  
[X Link](https://x.com/anyuser/status/1682128726643843072)  2023-07-20T20:41Z [--] followers, [---] engagements


"$WFC on $RGEN upgrade: We believe investors are overemphasizing near-term disturbances "We think the companys strategic market positioning in high-growth potential areas and unique product offerings should enable it to achieve its long-term revenue growth goals Wells Fargo initiates coverage on Repligen Corp. (RGEN) with an Overweight rating and a $185 price target. The firm believes investor concerns over near-term headwinds are overly negative. Wells Fargo initiates coverage on Repligen Corp. (RGEN) with an Overweight rating and a $185 price target. The firm believes investor concerns over"  
[X Link](https://x.com/peter_mantas/status/1682131943159218186)  2023-07-20T20:54Z [----] followers, [----] engagements


"@InnocenceCapit1 I thought the trade was long AI chips and short chocolate chips aka $HSY"  
[X Link](https://x.com/peter_mantas/status/1682132967429140480)  2023-07-21T00:06Z [----] followers, [---] engagements


"@jayvas No but there are examples of 10y +20% on average rev growers (ie. not +20% every single year - see: $epam $dava). There are some that have grown +10% for a very long time too: $CRL safety assessment business has grown 10% every year for like [--] years"  
[X Link](https://x.com/peter_mantas/status/1683220621403074561)  2023-07-23T21:00Z [----] followers, [---] engagements


"@returnoncap $isrg is in the hall of fame of one of the best biz created last [--] years"  
[X Link](https://x.com/peter_mantas/status/1684307740103942145)  2023-07-26T21:00Z [----] followers, [--] engagements


"@hiddensmallcaps Some of the staples are a tax on the Indian consumer and culture. Examples: $bf.a $mck $pep $mdlz $bti All have huge EM/India exposure with big tailwinds"  
[X Link](https://x.com/peter_mantas/status/1684402449661022208)  2023-07-27T03:16Z [----] followers, [---] engagements


"@sinstockpapi $wst on the branded side and on generics will be fine. No one is gonna do a generic retrial so will continue to use $wst HVP. They also have other mega right tail tailwinds which is biologics and CGT in general. Needs to come down in price to get interesting again tho"  
[X Link](https://x.com/peter_mantas/status/1685626039462985728)  2023-07-30T12:18Z [----] followers, [---] engagements


"@sinstockpapi I dont think so not unless the regs change. Still gotta pay the pass through for a filing or for an incorp. DND is still the toll road you have to cross regardless. AI would most likely just reduce the labour required to input data (ie. imagine AI self-populating the form)"  
[X Link](https://x.com/peter_mantas/status/1686820017910726660)  2023-08-02T19:26Z [----] followers, [---] engagements


"@Larryjamieson_ Certainly possible. $FICO is the gold standard"  
[X Link](https://x.com/peter_mantas/status/1686894421302788097)  2023-08-03T09:47Z [----] followers, [---] engagements


"@FLinvestor_ [--]. Stem cell/gene therapies [--]. Long-haul rails (ie. $CP) [--]. Emerging market consumer (ie. $MKC $CPNG $MELI) [--]. Nuclear energy [--]. Materials (ie. packaging manufacturing) [--]. Scientific/engineering consult services [--]. Drug discovery [--]. Natl security (ie. quantum defence etc)"  
[X Link](https://x.com/peter_mantas/status/1687151263899664385)  2023-08-03T17:19Z [----] followers, [----] engagements


"UCB bringing its port + cash to the party. More to come. $CLPT"  
[X Link](https://x.com/peter_mantas/status/1689787282650263552)  2023-08-10T23:54Z [----] followers, [----] engagements


"@PythiaR Buy $AZO then go to the beach"  
[X Link](https://x.com/peter_mantas/status/1691258408593178625)  2023-08-15T01:20Z [----] followers, [---] engagements


"@lhamtil $AZO is an incredible biz"  
[X Link](https://x.com/peter_mantas/status/1691882155448639742)  2023-08-16T18:38Z [----] followers, [---] engagements


"Not too long ago $RGEN was an unprofitable microcap: "Total revenue is expected to be .$23.4 million compared to $21.4 million for the [--] month period ended December [--] [----]. Op expenses . are anticipated to be in the range of $25.0 to $25.6 million" https://www.businesswire.com/news/home/20120221005487/en/Repligen-Reports-Preliminary-Financial-Results-Quarter-Nine-Month https://www.businesswire.com/news/home/20120221005487/en/Repligen-Reports-Preliminary-Financial-Results-Quarter-Nine-Month"  
[X Link](https://x.com/peter_mantas/status/1691971097950867664)  2023-08-17T00:31Z [----] followers, [----] engagements


"@PythiaR $GNRC as a way to offload grid pressure"  
[X Link](https://x.com/peter_mantas/status/1692297509186503063)  2023-08-17T22:09Z [----] followers, [----] engagements


"@marc_slans Were talking about $tmo which is a quasi-government nearly too big to fail mega cap thats effectively the shopping mall for the most regulated (and perpetually secular) sector in the world. I think youre gonna do just fine"  
[X Link](https://x.com/peter_mantas/status/1693988282835878151)  2023-08-22T14:07Z [----] followers, [---] engagements


"@marc_slans $DHR $EPAM I think are very doable. $ULTA depending on EM strat. $CRL depending on where they take manufacturing and M&A. Might take a long time but $WST as well"  
[X Link](https://x.com/peter_mantas/status/1694729332642472010)  2023-08-24T15:12Z [----] followers, [---] engagements


"@marc_slans $KEYS at some point as well. These are all S&P [---] components"  
[X Link](https://x.com/peter_mantas/status/1694729651598336283)  2023-08-24T15:13Z [----] followers, [---] engagements


"Biologics over the next [--] years will be something else across rare and common diseases. What GLPs did for $NVO and $LLY is just the preview for pharma (yes the same pharma seeing the largest patent cliffs in human history)"  
[X Link](https://x.com/peter_mantas/status/1695091826061906333)  2023-08-25T15:12Z [----] followers, [----] engagements


"@marc_slans The picks and shovels are going to have quite a large profit pool over the next decade. Dont think theres a more compelling sector than the life sciences right now"  
[X Link](https://x.com/peter_mantas/status/1695098201223704931)  2023-08-25T15:37Z [----] followers, [---] engagements


"@StockDaddy6597 @marc_slans Think the compounders will do well long term: think $dhr $tmo $crl. Also like $wst if it can get down"  
[X Link](https://x.com/peter_mantas/status/1695137448919970082)  2023-08-25T18:13Z [----] followers, [---] engagements


"$DHR $ABCM Could be positive for multiple expansion across the vertical given the price paid. After Catalent rumors Danaher strikes $5.7B deal to acquire antibody specialist Abcam https://t.co/CNqKxkSsvg After Catalent rumors Danaher strikes $5.7B deal to acquire antibody specialist Abcam https://t.co/CNqKxkSsvg"  
[X Link](https://x.com/peter_mantas/status/1696176347062686120)  2023-08-28T15:02Z [----] followers, [----] engagements


"@sinstockpapi Tax credit and policy to lower housing costs"  
[X Link](https://x.com/peter_mantas/status/1696550928227221639)  2023-08-29T15:50Z [----] followers, [---] engagements


"@MoS_Investing Very hard to buy and hold"  
[X Link](https://x.com/peter_mantas/status/1696575459645886695)  2023-08-29T17:28Z [----] followers, [---] engagements


"Great interview from one of the greats In [----] $LVMH's Bernard Arnault did a rare interview in English at The Oxford Union. It includes topics such as: How he defines luxury Why satisfaction is a big risk Stock market psychology What's his favorite champagne "I try to be optimistic in the long-term and https://t.co/2hA8NEsuo1 In [----] $LVMH's Bernard Arnault did a rare interview in English at The Oxford Union. It includes topics such as: How he defines luxury Why satisfaction is a big risk Stock market psychology What's his favorite champagne "I try to be optimistic in the long-term and"  
[X Link](https://x.com/peter_mantas/status/1696593077572604114)  2023-08-29T18:38Z [----] followers, [----] engagements


"@BarrySchwartzBW @CJ0pp3l Biologics will have enormous price tags + incredibly large indications. Big pharma is facing a $300b patent cliff by [----] which is largest in human history. There will be an unfathomable amount of spending on the picks and shovels over the next decade to prep for the CGT race"  
[X Link](https://x.com/anyuser/status/1696602084676690387)  2023-08-29T19:13Z [--] followers, [---] engagements


"@BarrySchwartzBW @CJ0pp3l I havent even talked about synthetic bio (ie. non-pharma) which is also equally large and likely to be won by $dhr and $tmo"  
[X Link](https://x.com/peter_mantas/status/1696663724977799557)  2023-08-29T23:18Z [----] followers, [---] engagements


"@qcapital2020 $keys hands down"  
[X Link](https://x.com/peter_mantas/status/1697360939853439070)  2023-08-31T21:29Z [----] followers, [---] engagements


"@marc_slans Hot take but think $dhr does at least $10.25 in 24"  
[X Link](https://x.com/peter_mantas/status/1700187259171938479)  2023-09-08T16:40Z [----] followers, [---] engagements


"@StockTalk416 Also the current political leadership isnt remotely qualified to handle any tail risks so could see a doozy"  
[X Link](https://x.com/peter_mantas/status/1700895612399481039)  2023-09-10T15:34Z [----] followers, [---] engagements


"@marc_slans Seeing $dhr $tmo + the life science picks and shovels go down everyday already made me numb to pain.🤪"  
[X Link](https://x.com/peter_mantas/status/1701302782555230488)  2023-09-11T18:32Z [----] followers, [---] engagements


"@stressed_assets $EXR"  
[X Link](https://x.com/peter_mantas/status/1701592367390712092)  2023-09-12T13:43Z [----] followers, [---] engagements


"@BarrySchwartzBW $DHR $TMO $WST $CRL $EPAM $AND.TO $V/$MA $KEYS $AZO $TDG"  
[X Link](https://x.com/peter_mantas/status/1701617219896049836)  2023-09-12T15:22Z [----] followers, [---] engagements


"@TMTMoats $epam and $Dava are quite cheap down here"  
[X Link](https://x.com/peter_mantas/status/1701749430142066904)  2023-09-13T00:07Z [----] followers, [---] engagements


"@JerryCap Life sciences picks and shovels"  
[X Link](https://x.com/peter_mantas/status/1701983172395778217)  2023-09-13T15:36Z [----] followers, [----] engagements


"@xDILAUDEADx I obviously dont know anything but feels kind of bottom-y here"  
[X Link](https://x.com/peter_mantas/status/1704652531744313505)  2023-09-21T00:23Z [----] followers, [---] engagements


"@marc_slans Maybe this will lead the rotation from these tech mega caps to $tmo/$dhr et al"  
[X Link](https://x.com/peter_mantas/status/1704668589754577215)  2023-09-21T01:27Z [----] followers, [---] engagements


"If time horizon is greater than [--] years $CRL (& $EVO by association) giving you another shot on investor day. Rare to get $SPY mid-caps with sub-60m share float that cheap. Getting to 10x EBITDA (NTM) territory (never crossed below 11.1x last [--] years)"  
[X Link](https://x.com/peter_mantas/status/1704866991872290864)  2023-09-21T14:35Z [----] followers, 14K engagements


"@dgillman Rate hikes have already had a material impact on the biotech ecosystem. However $CRL serves very large pharma/biotech which is facing the largest patent cliff in history next [--] yrs and science has to get funded eventually. CGT will end up being a significant profit pool"  
[X Link](https://x.com/peter_mantas/status/1704868594440429950)  2023-09-21T14:42Z [----] followers, [---] engagements


"When is $DG a buy"  
[X Link](https://x.com/peter_mantas/status/1704941063536881736)  2023-09-21T19:30Z [----] followers, [----] engagements


"@LogicalThesis Yes evotec"  
[X Link](https://x.com/peter_mantas/status/1704979692489417204)  2023-09-21T22:03Z [----] followers, [---] engagements


"@qcapital2020 Warriors valued at more than double the market cap of $MANU is peak comedy"  
[X Link](https://x.com/peter_mantas/status/1705305753693585727)  2023-09-22T19:39Z [----] followers, [---] engagements


"@CarefreeLewisG Need more than a transfer window"  
[X Link](https://x.com/peter_mantas/status/1706027322761986066)  2023-09-24T19:26Z [----] followers, [---] engagements


"@LukeWolgram Millions of lives died fighting WW2 including many many Canadians. To bring a former Nazi into the HOC and celebrate him is not only completely unacceptable (and imo a fireable offence) but now also questions the entire credibility of the war in Ukraine. Need a full reset"  
[X Link](https://x.com/peter_mantas/status/1706113945235226695)  2023-09-25T01:10Z [----] followers, [--] engagements


"$XBI $TLT $IBB $TMO Not calling a bottom on $XBI here but [--] out of last [--] trading days have been red RSI + stochastics are super overshot -13% below [---] day MA. Something to take note. Probably closer to a "bottom-y" flush"  
[X Link](https://x.com/peter_mantas/status/1706333783778030044)  2023-09-25T15:44Z [----] followers, [----] engagements


"My dad was born during WW2 in a Greek village where 99% of males over the age of [--] were wiped out by Nazis. What the PM and Speaker did is arguably one of the most shameful and disgraceful things I have ever seen in Canadian politics. Full resignation required imo. Exactly. When conservatives pose with neonazis and white nationalist terrorists you'd expect them to resign. When Justin Trudeau and the Speaker let an SS volunteer get a standing ovation in Parliament they need to resign. Very simple. Exactly. When conservatives pose with neonazis and white nationalist terrorists you'd expect"  
[X Link](https://x.com/peter_mantas/status/1706372942508986641)  2023-09-25T18:19Z [----] followers, [----] engagements


"Get long $COST immediately https://t.co/UcBQNnRcva https://t.co/UcBQNnRcva"  
[X Link](https://x.com/peter_mantas/status/1706447089306149006)  2023-09-25T23:14Z [----] followers, [----] engagements


"@StockTalk416 The most powerful short king in the public markets today (Marc Casper @ $TMO)"  
[X Link](https://x.com/peter_mantas/status/1706683222203990263)  2023-09-26T14:52Z [----] followers, [---] engagements


"@StockTalk416 @BillBrewsterTBB A little dated but long story short it's the chart below. Cost to go from preclin to market is obscene (in the Bs of $) and peak revs going down every year (thanks FDA). 80% failure rate isn't a game big pharma would ideally like to play unless it's really worth it"  
[X Link](https://x.com/peter_mantas/status/1706685422737166558)  2023-09-26T15:01Z [----] followers, [---] engagements


"@marc_slans $MKC very hard to replicate SKUs + sourcing facing secular tailwinds in LatAm in the right categories (ie. hot sauces) lots more acquisition runway"  
[X Link](https://x.com/peter_mantas/status/1706743168480223570)  2023-09-26T18:50Z [----] followers, [---] engagements


"@PythiaR Long story short: really really bad capital allocation (see: Grail; shouldve bought $PACB). NIH funding cuts dont help either"  
[X Link](https://x.com/peter_mantas/status/1707101379376885897)  2023-09-27T18:34Z [----] followers, [----] engagements


"@HeLaPapi @PythiaR Not regulatory (don't see how it could be blocked tbh that space moves too fast) but rather mutual termination: Agree on the rest re: genomics"  
[X Link](https://x.com/peter_mantas/status/1707120133880135711)  2023-09-27T19:48Z [----] followers, [---] engagements


"@j_thomas_421 @PythiaR Considering the lengthy regulatory approval process the transaction has already been subject to and continued uncertainty of the ultimate outcome. Doesnt sound like a full on block but more of a major headache"  
[X Link](https://x.com/peter_mantas/status/1707371674012647737)  2023-09-28T12:28Z [----] followers, [--] engagements


"@callieabost Accelerated inflation (& rising credit risk) caused by out of control federal spending + collapse of vital economic infrastructure from left leaning policies (ie. ban on drilling overbearing tariffs anti-free trade unnecessary new taxes uneducated general populace etc.)"  
[X Link](https://x.com/peter_mantas/status/1707384981897506953)  2023-09-28T13:21Z [----] followers, [---] engagements


"@F4DE2BL4CK Its quite clear that 4.5-5% rates cause economic stress in both US and Canada (were screwed) especially at duration. Dont see how it can continue to sell off over time. Something will break recession will hit or government will change (ie. election) is my bet"  
[X Link](https://x.com/peter_mantas/status/1707391560801738910)  2023-09-28T13:47Z [----] followers, [---] engagements


"@F4DE2BL4CK Agree. However if something breaks or recession hits (ie. UE rises inflation falls) or if govt changes ( than [--] months from Iowa primary) to something more free (ie. reduces credit risk) then those are some serious catalysts for a re-rate vs. marginal risk of Stagflation etc"  
[X Link](https://x.com/peter_mantas/status/1707394023798018469)  2023-09-28T13:57Z [----] followers, [--] engagements


"@F4DE2BL4CK Im a long only park and ride equity bag holder and have no skin in the game but I would agree 😂"  
[X Link](https://x.com/peter_mantas/status/1707395890346959009)  2023-09-28T14:04Z [----] followers, [--] engagements


"@F4DE2BL4CK US facing credit risk. The world (Chinese Saudi etc) dumping treasuries en masse"  
[X Link](https://x.com/peter_mantas/status/1707537503710765437)  2023-09-28T23:27Z [----] followers, [---] engagements


"$CLPT goal: being an essential part of the pharma supply chain (milestone royalties + kicking delivery with the drug - removing the hospital from procurement). Potential hybrid therapy (laser + drug delivery combo). Being audited monthly if not weekly by pharma"  
[X Link](https://x.com/peter_mantas/status/1708086816404860964)  2023-09-30T11:50Z [----] followers, 10.9K engagements


"@returnoncap Its a joke that $wst isnt on there"  
[X Link](https://x.com/peter_mantas/status/1708576213172687026)  2023-10-01T20:14Z [----] followers, [----] engagements


"$XBI and the whole life sciences sector getting absolutely crushed right now With $XBI at [--] week lows 36.6% of biotechs trade under cash Over half of biotechs (51%) under $300M mc (microcaps) trade under cash With $XBI at [--] week lows 36.6% of biotechs trade under cash Over half of biotechs (51%) under $300M mc (microcaps) trade under cash"  
[X Link](https://x.com/peter_mantas/status/1708898707842748492)  2023-10-02T17:36Z [----] followers, [----] engagements


"$XBI performance last time Fed funds was above 4.5% (average yield in [----] = 4.97%; [----] = 5.02%)"  
[X Link](https://x.com/peter_mantas/status/1708977321728782769)  2023-10-02T22:48Z [----] followers, [---] engagements


"@BullishBearz @MPelletierCIO Life sciences ($TMO $DHR $EVO etc.) IT ($EPAM $DAVA - [--] debt nice buyback on) $KEYS"  
[X Link](https://x.com/peter_mantas/status/1709238477798125970)  2023-10-03T16:06Z [----] followers, [---] engagements


"@sinstockpapi @SkepticalTsar @snowmanllc Few people realize that $DHR $TMO Sartorius $RGEN $CLPT etc. are selling pieces of plastic and metal for tens of thousands of dollars"  
[X Link](https://x.com/peter_mantas/status/1709299349362999807)  2023-10-03T20:08Z [----] followers, [---] engagements


"@viggy_krishnan Think $cpng $gnrc are interesting. $crl also an easy one imo"  
[X Link](https://x.com/peter_mantas/status/1709390013018853857)  2023-10-04T02:08Z [----] followers, [----] engagements


"$BTI now below Covid lows"  
[X Link](https://x.com/peter_mantas/status/1709577344678088836)  2023-10-04T14:32Z [----] followers, [----] engagements


"Sorry but the selloff in $MKC is getting silly. Arguably one of the few staples facing tailwinds and in the right categories. Would be great to see a buyback here"  
[X Link](https://x.com/peter_mantas/status/1710345865699713489)  2023-10-06T17:26Z [----] followers, 12K engagements


"@marc_slans Its nuts and its really hard to compete against their SKUs/sourcing too. $MKC also less impacted by Ozempic (other than maybe catering) and they will continue to look to rollup premium rustic hot sauce brands. Hot sauces and black pepper dont have calories 😂"  
[X Link](https://x.com/peter_mantas/status/1710347429935981031)  2023-10-06T17:32Z [----] followers, [---] engagements


"$MXCT recovers nearly the entire post-earnings selloff. Shouldve never traded down that much. What matters is SPL + adcom not short term funding issues that may last a few quarters. Sub-$2.8 is effectively below cash (base biz + SPL for free) and that gap closed"  
[X Link](https://x.com/peter_mantas/status/1711480158761169098)  2023-10-09T20:34Z [----] followers, [----] engagements


"Reiterating this catch from last Q. Big pharma profit pool is in sight and a key target. Reducing false positives for mega cap pharma within the biologics space is critical given their complex value chain. Excited to see what the future holds for the biologics unit. $CLPT"  
[X Link](https://x.com/peter_mantas/status/1711497024632226188)  2023-10-09T21:41Z [----] followers, [----] engagements


"This is a nothing burger tbh. Real rates across the board are now well above PPI and CPI (which is lagging). Path of least resistance as @agnostoxxx would say: [----] on SPX [----] yields Oh and this Friday is Oct. the 13th 👻"  
[X Link](https://x.com/peter_mantas/status/1712086321076854873)  2023-10-11T12:42Z [----] followers, [----] engagements


"3. Upstream discovery + man. - the start for the entire pharma industry - 20%. a. $EVO b. $CRL c. $IQV d. $ICLR/ $LONN - pick [--] [--]. The "Bio Lab" - self explanatory; ideally during pain - 10% a. $MTD b. $TECH/ $AZTA d. $PACB e. $CRSP - not exactly "lab" but putting here anyway"  
[X Link](https://x.com/peter_mantas/status/1712173443813195856)  2023-10-11T18:28Z [----] followers, [----] engagements


"5. Other "Notables" - ideally during pain - 10% a. $UNH b. $SYK - best sales team in the game Under [--] stocks; some cheaper than others; don't need them all. Again: avoid hospitals devices with large disruption risk; stick to pharma value chain where pricing power lies. fin"  
[X Link](https://x.com/peter_mantas/status/1712173445562110379)  2023-10-11T18:28Z [----] followers, [----] engagements


"Short $crox and $birk on Ozempic - less wear and tear on sandals"  
[X Link](https://x.com/peter_mantas/status/1712205348117864547)  2023-10-11T20:35Z [----] followers, [----] engagements


"@GrantHesser Yes hence the notable exemption for $syk. $crsp is a biotech vs tool thats obvious. But as a bio believe its got a shot at compounding long term and decided to put it in the thread"  
[X Link](https://x.com/peter_mantas/status/1712261512943874122)  2023-10-12T00:18Z [----] followers, [---] engagements


"@_SPACman Like it similar to $rgen. Dont need to own both imo"  
[X Link](https://x.com/peter_mantas/status/1712454827538583558)  2023-10-12T13:07Z [----] followers, [---] engagements


"Adding more to high conviction names"  
[X Link](https://x.com/peter_mantas/status/1712478022522360108)  2023-10-12T14:39Z [----] followers, [----] engagements


"@marc_slans Love $chd"  
[X Link](https://x.com/peter_mantas/status/1712485010454814786)  2023-10-12T15:06Z [----] followers, [---] engagements


"@RefrigeratorCa2 There are certainly many well run medtech names (ie. $abt $isrg etc) but point of the thread was to keep it to simple factor exposures for the generalist. The absence of a medtech stock doesnt mean its a bad biz"  
[X Link](https://x.com/peter_mantas/status/1712494260849627527)  2023-10-12T15:43Z [----] followers, [---] engagements


"@LordDarlington5 Love $Dava and $epam"  
[X Link](https://x.com/peter_mantas/status/1712501431930847660)  2023-10-12T16:12Z [----] followers, [---] engagements


"@BenFranksAltEgo Valuation makes no sense. Haven't even talked about how many of those partners are now well into the clinic"  
[X Link](https://x.com/peter_mantas/status/1712520673417945418)  2023-10-12T17:28Z [----] followers, [---] engagements


"Keytruda is a mAB delivered intravenously. Keytruda will exceed $30 billion in sales in [----] and that doesnt include the sales of the cancer drugs subcutaneous formulation which are estimated by then to reach $2.4 billion"  
[X Link](https://x.com/peter_mantas/status/1713714605917082084)  2023-10-16T00:32Z [----] followers, [----] engagements


"$MRK next to fly"  
[X Link](https://x.com/peter_mantas/status/1713714888399331373)  2023-10-16T00:34Z [----] followers, [---] engagements


"@xDILAUDEADx Yeah hopefully that gets resolved its a key cancer drug that should see more and more patient expansion. $MRK seems confident tho"  
[X Link](https://x.com/peter_mantas/status/1713715986996564317)  2023-10-16T00:38Z [----] followers, [---] engagements


"@GeneInvesting This mega bear market in biotech that were witnessing is a gift"  
[X Link](https://x.com/peter_mantas/status/1714659636257653019)  2023-10-18T15:08Z [----] followers, [--] engagements


"@DurableCreators @lhamtil Selling $abt on GLPs is not only one of the dumbest but has to be one of the laziest generalists reasons Ive heard in a long time. $ABT has a foothold in nearly every possible indication. They also innovate like crazy - terminal val isnt at risk"  
[X Link](https://x.com/peter_mantas/status/1714704445844468072)  2023-10-18T18:06Z [----] followers, [--] engagements


""I think in like [--] to [--] baldness will be feasible with gene editing products." $CRSP"  
[X Link](https://x.com/peter_mantas/status/1714807360370155832)  2023-10-19T00:55Z [----] followers, 27.6K engagements


"@PythiaR @callerycap Love the $ABT setup tbh"  
[X Link](https://x.com/peter_mantas/status/1715076316989428003)  2023-10-19T18:43Z [----] followers, [--] engagements


"@PythiaR @callerycap Know some people at $ABT they are also on the forefront of innovation. I would never sleep on that company"  
[X Link](https://x.com/peter_mantas/status/1715077665755914563)  2023-10-19T18:49Z [----] followers, [---] engagements


"@funnystemcells Like $wat a bit better than $A but dont own either of them"  
[X Link](https://x.com/peter_mantas/status/1715151468150309106)  2023-10-19T23:42Z [----] followers, [---] engagements


"@LogicalThesis Dont own it I typically stay away from single device medtech (ie. one product vertical) but valuation getting better. Would be interesting in the low $30s"  
[X Link](https://x.com/anyuser/status/1715160731300049116)  2023-10-20T00:19Z [--] followers, [---] engagements


"@LogicalThesis Dont own $swav or $nari. There certainly will be medtech cos that do well but too much disruption risk on single vert. means its all about getting in early; if I miss it Im happy to pass. For example there is a private co trying to disrupt $swav atm. No comment on $nari"  
[X Link](https://x.com/peter_mantas/status/1715163975560622369)  2023-10-20T00:32Z [----] followers, [---] engagements


"Some deal making going on $MRK"  
[X Link](https://x.com/peter_mantas/status/1715172937303478293)  2023-10-20T01:07Z [----] followers, [----] engagements


"@PythiaR Whats the thesis on $entg"  
[X Link](https://x.com/peter_mantas/status/1715374040959869205)  2023-10-20T14:26Z [----] followers, [----] engagements


"@FLinvestor_ Youre probably half joking but heres my stab at this (Obviously depends on your time frame). Inside the S&P 500: $GNRC $ZBRA $KEYS if it get close to $100 Outside of index: $SITM if in the 80s $CRSP $MXCT (if no buyout) $MRVI $CLPT $CTS.TO $AND.TO - getting close $DAVA"  
[X Link](https://x.com/peter_mantas/status/1715459954419646561)  2023-10-20T20:08Z [----] followers, [----] engagements


"$CRSP coming for literally every massive pharma market 😂. Everyone is focused on the $CRSP 10/31 "spooky" AdCom while in the meantime we will get two data points on 11/11 (good luck) for two CV in vivo sleeper assets that should move into the clinic soon: CTX310 in ANGPTL3 and CTX320 in Lipoprotein(a) - both large opportunities. https://t.co/28TJNqS1W4 Everyone is focused on the $CRSP 10/31 "spooky" AdCom while in the meantime we will get two data points on 11/11 (good luck) for two CV in vivo sleeper assets that should move into the clinic soon: CTX310 in ANGPTL3 and CTX320 in"  
[X Link](https://x.com/peter_mantas/status/1715464642531557738)  2023-10-20T20:26Z [----] followers, [----] engagements


"02/22/00: The biotech sector is relatively immune to the effects of an interest rate increase - unlike the big cap pharmaceutical makers - leading many investors to funnel their money into the sector as the threat of more rate hikes by the Fed looms"  
[X Link](https://x.com/peter_mantas/status/1715723142113419660)  2023-10-21T13:34Z [----] followers, [----] engagements


"@stressed_assets $gnrc"  
[X Link](https://x.com/peter_mantas/status/1715762354808410581)  2023-10-21T16:09Z [----] followers, [---] engagements


"Adding in the PA: $ZBRA & $DHR"  
[X Link](https://x.com/peter_mantas/status/1716828002565398694)  2023-10-24T14:44Z [----] followers, [----] engagements


"New study is pretty clear: In the current study we found increased risk of all thyroid cancer and medullary thyroid cancer with use of GLP-1 RA in particular after 1-3 years of treatment. $NVO $LLY"  
[X Link](https://x.com/peter_mantas/status/1716839274564219104)  2023-10-24T15:29Z [----] followers, 19.4K engagements


"@marc_slans Don't care what anyone says it has impacted the 'compounders' including $TMO and $DHR etc"  
[X Link](https://x.com/peter_mantas/status/1716901399060152559)  2023-10-24T19:36Z [----] followers, [---] engagements


"@Comp_Cap_TO Yes $TMO also great"  
[X Link](https://x.com/peter_mantas/status/1717187580821729302)  2023-10-25T14:33Z [----] followers, [---] engagements


"@BillBrewsterTBB @Stormshieldval"  
[X Link](https://x.com/peter_mantas/status/1717192920787202495)  2023-10-25T14:54Z [----] followers, [---] engagements


"$XBI $IBB $TMO $DHR $DIM $RGEN So goes the $XBI/ $IBB the rest will follow"  
[X Link](https://x.com/peter_mantas/status/1717209390749569396)  2023-10-25T15:59Z [----] followers, [----] engagements


"@JerryCap Alz data came after hours for $biib"  
[X Link](https://x.com/peter_mantas/status/1717340404016619668)  2023-10-26T00:40Z [----] followers, [---] engagements


"Added $CRSP $CRL"  
[X Link](https://x.com/peter_mantas/status/1717619660512714937)  2023-10-26T19:10Z [----] followers, [----] engagements


"@CCM_Brett @borrowed_ideas Broad business and consumer weakness across the USA + globe. Cant be bearish on 80% of the sectors and not eventually hit one of the biggest companies in the world. Imo this was short term peak print as we head into bad comps in [--]. Quite expensive up here"  
[X Link](https://x.com/peter_mantas/status/1717727693750350292)  2023-10-27T02:19Z [----] followers, [--] engagements


"@GeneInvesting Definitely. But an approval would change the game for $crsp. $crsp bas a shot at becoming a franchise level big cap (like an $regn/$gild etc) not sure selling to $vrtx would be the best outcome for them long term"  
[X Link](https://x.com/peter_mantas/status/1717959790398259529)  2023-10-27T17:41Z [----] followers, [---] engagements


"This is too good $DIS 😂"  
[X Link](https://x.com/peter_mantas/status/1718260015297954029)  2023-10-28T13:34Z [----] followers, [----] engagements


"$DHR [----] Annual Report - business segments"  
[X Link](https://x.com/peter_mantas/status/1718380149270319238)  2023-10-28T21:32Z [----] followers, [----] engagements


"Another $500k buy from CEO of $SHW Management at $BTI should take note"  
[X Link](https://x.com/peter_mantas/status/1718640566219546705)  2023-10-29T14:46Z [----] followers, [----] engagements


"$TDG director selling $134m worth of shares in one transaction earlier this year is wild. CFO and COO unloading throughout 2023"  
[X Link](https://x.com/peter_mantas/status/1718641773210132683)  2023-10-29T14:51Z [----] followers, [----] engagements


"@hiddensmallcaps @Comp_Cap_TO Yeah but terminal value protection is there + normalization is HSD. And when they lap those comps while rest of the market showing negative growth in [--] will see flows hit"  
[X Link](https://x.com/peter_mantas/status/1719006954830360631)  2023-10-30T15:02Z [----] followers, [---] engagements


"$CRL at 15.8x forward is now the lowest mult. in well over a decade. For those who aren't aware blended operating margins should march above 30% by end of the decade (in the low 20s now)"  
[X Link](https://x.com/peter_mantas/status/1719015412161982578)  2023-10-30T15:36Z [----] followers, 16.6K engagements


"@hiddensmallcaps @Alex__Pitti @Comp_Cap_TO The case is the ADC/CGT/biologics tailwind will lead to the following for a VERY long time = mult is attractive (30x norm.): [--]. 7-9% rev growth [--]. 40-50 bps of margin expansion per year [--]. Capacity to deploy $75B+ of capital over the next 5y = 65% M&A +35% share buybacks"  
[X Link](https://x.com/peter_mantas/status/1719018504945357096)  2023-10-30T15:48Z [----] followers, [---] engagements


"@LogicalThesis $EVO is really cheap down here imo"  
[X Link](https://x.com/peter_mantas/status/1719078128088121554)  2023-10-30T19:45Z [----] followers, [---] engagements


"I get this is a shoot first ask questions later market but this is what they will be looking at for $SRPT H/t @Biohazard3737"  
[X Link](https://x.com/peter_mantas/status/1719105023559307777)  2023-10-30T21:32Z [----] followers, [----] engagements


"@LogicalThesis Yeah evotec 😂"  
[X Link](https://x.com/peter_mantas/status/1719125952792309890)  2023-10-30T22:55Z [----] followers, [---] engagements


"@50CentToonie @LogicalThesis They have a decent [--] page investor presentation that gives a good high level overview"  
[X Link](https://x.com/peter_mantas/status/1719135142726513020)  2023-10-30T23:32Z [----] followers, [---] engagements


"$SNY with a $30m investment in $MGTX"  
[X Link](https://x.com/peter_mantas/status/1719156423806882178)  2023-10-31T00:56Z [----] followers, [---] engagements


"@RefrigeratorCa2 We will see. $SRPT imo not big enough to move any needle tbh. $CRL will benefit from continued outsourcing of R&D as space consolidates over time. Market isnt ascribing value to manufacturing and imo incorrectly underestimating CGT"  
[X Link](https://x.com/peter_mantas/status/1719158677934911777)  2023-10-31T01:05Z [----] followers, [----] engagements


"@RefrigeratorCa2 Yup its a very LT hold. And if $CRL works so will $DHR/$TMO 😂"  
[X Link](https://x.com/peter_mantas/status/1719159881620467906)  2023-10-31T01:10Z [----] followers, [---] engagements


"@WaterworldCapi1 If you want US preclin/discovery exposure where 85% of drugs and 100% of neuro drugs flow through this is the bet. Margin expansion is a major lever. $IQV facing some major debt refi in [--]. Not cheap enough considering multiple"  
[X Link](https://x.com/peter_mantas/status/1719172473176867042)  2023-10-31T02:00Z [----] followers, [---] engagements


"@TheLAPurchaser Hope he doesnt sell unless its to $dhr 😂😂😂"  
[X Link](https://x.com/peter_mantas/status/1719181306804744616)  2023-10-31T02:35Z [----] followers, [---] engagements


"$BEAM $LLY https://www.globenewswire.com/news-release/2023/10/31/2769940/0/en/Beam-Announces-Agreement-for-Lilly-to-Acquire-Beam-s-Opt-In-Rights-to-Verve-Therapeutics-Base-Editing-Programs-for-Cardiovascular-Disease.html https://www.globenewswire.com/news-release/2023/10/31/2769940/0/en/Beam-Announces-Agreement-for-Lilly-to-Acquire-Beam-s-Opt-In-Rights-to-Verve-Therapeutics-Base-Editing-Programs-for-Cardiovascular-Disease.html"  
[X Link](https://x.com/peter_mantas/status/1719315179131814098)  2023-10-31T11:27Z [----] followers, [---] engagements


"$RGEN Beats top and bottom line estimates narrows guidance In addition we continued to see momentum in the gene therapy space and delivered another growth quarter for our Analytics business. https://seekingalpha.com/news/4026823-repligen-beats-top-and-bottom-line-estimates-narrows-fy-guidance https://seekingalpha.com/news/4026823-repligen-beats-top-and-bottom-line-estimates-narrows-fy-guidance"  
[X Link](https://x.com/peter_mantas/status/1719319670442914260)  2023-10-31T11:45Z [----] followers, [----] engagements


"Theyre done. Possible rate cuts coming sooner than you think"  
[X Link](https://x.com/peter_mantas/status/1719333219819049286)  2023-10-31T12:39Z [----] followers, [----] engagements


"$CRSP/ $VRTX Adcom live on Youtube for those interested @Biotech2k1 Should be here: https://t.co/dcTx5k4dbK @Biotech2k1 Should be here: https://t.co/dcTx5k4dbK"  
[X Link](https://x.com/peter_mantas/status/1719339782784864573)  2023-10-31T13:05Z [----] followers, [----] engagements


"The entire $VRTX team are pros. Really bringing it home in the Q&A here"  
[X Link](https://x.com/peter_mantas/status/1719383820028297591)  2023-10-31T16:00Z [----] followers, [----] engagements


"Hearing the patient feedback on the $VRTX / $CRSP Open Public Hearing segment is heartbreaking. Lots of kids and adults impacted by SCD. This truly a life changing therapy for these patients"  
[X Link](https://x.com/peter_mantas/status/1719397737651691887)  2023-10-31T16:55Z [----] followers, [----] engagements


"A panel of advisers to the U.S. health regulator said on Tuesday Vertex Pharmaceuticals and CRISPR Therapeutics could assess potential safety risks of their sickle cell disease gene therapy after approval. $CRSP $VRTX"  
[X Link](https://x.com/peter_mantas/status/1719482989749440986)  2023-10-31T22:34Z [----] followers, [----] engagements


"Who knew that biotech and bourbon were so highly correlated 😂 $XBI $BF.B"  
[X Link](https://x.com/peter_mantas/status/1719737534446469415)  2023-11-01T15:25Z [----] followers, [----] engagements


"For the full year $EPAM increases expected Non-GAAP Diluted EPS to now be in the range of $10.31 to $10.39 vs $10.03 consensus. EPAM Systems Non-GAAP EPS of $2.73 beats by $0.17 revenue of $1.15B beats by $10M"  
[X Link](https://x.com/peter_mantas/status/1720062338743648497)  2023-11-02T12:56Z [----] followers, [----] engagements


"@BradoCapital $NKE. Bought March [----] sold in 2010"  
[X Link](https://x.com/peter_mantas/status/1720236497784246278)  2023-11-03T00:28Z [----] followers, [---] engagements


"@Larryjamieson_ Within the S&P [---] not expensive: $Zbra (has a BB on) $Gnrc $Txn $Crl In the increase price + buyback shares camp: $Expo In the they have a BB on which they only put on during GFC like moments: $bf-b"  
[X Link](https://x.com/peter_mantas/status/1720753201618563131)  2023-11-04T10:41Z [----] followers, [----] engagements


"@stonkmetal This may sound counterintuitive but the ones that are optically cheap on this list also arent that far from highs. The big is what do you believe EBIT will be ntm/25. For example CSL looks cheap but near ATHs and if a recession hits that EBIT # is going (see: $crox)"  
[X Link](https://x.com/peter_mantas/status/1721148661197889989)  2023-11-05T12:53Z [----] followers, [----] engagements


"Have been pounding this message home for months and now reiterated by Stifel re: $XBI As we have written previously the decline was well beyond what one could rationalize by interest rates alone"  
[X Link](https://x.com/peter_mantas/status/1721516302152442207)  2023-11-06T13:14Z [----] followers, [----] engagements


"@returnoncap $ZBRA $EXPO are some that are underrated"  
[X Link](https://x.com/peter_mantas/status/1721623507291849062)  2023-11-06T20:20Z [----] followers, [----] engagements


"Not good $LLY $NVO Woman dies after taking Ozempic to slim down for daughters wedding: She shouldnt be gone $LLY Woman dies after taking Ozempic to slim down for daughters wedding: She shouldnt be gone $LLY"  
[X Link](https://x.com/peter_mantas/status/1721710428261142740)  2023-11-07T02:05Z [----] followers, [----] engagements


"$BF.B $BF.A a major grower in emerging markets. Becoming a tax on EM social customs/gifting"  
[X Link](https://x.com/peter_mantas/status/1721719322064650294)  2023-11-07T02:40Z [----] followers, [---] engagements


"$CRL Beats GAAP EPS by $0.35 and Revenue by $30m. Re: DSA segment: "Organic revenue growth of 5.3% was driven by the Safety Assessment business primarily as a result of higher pricing and increased study volume.""  
[X Link](https://x.com/peter_mantas/status/1722246139670646949)  2023-11-08T13:34Z [----] followers, [----] engagements


"$MRVI $TMO "Signed a new partnership agreement with Thermo Fisher for CleanCap to be incorporated into their bench-scale Invitrogen mMessage mMachine in-vitro transcription kits""  
[X Link](https://x.com/peter_mantas/status/1722247826242183275)  2023-11-08T13:40Z [----] followers, [----] engagements


"$CRBU $397m in cash $421m MC $25m investment from $PFE Multiple P1 assets that are advancing $134m raised in Q3 Not a bad place to start looking at down here for their next gen CAR-T tech"  
[X Link](https://x.com/peter_mantas/status/1722258275763380458)  2023-11-08T14:22Z [----] followers, [----] engagements


"$EVO (Evotec) Note this morning: Revenues 16% above consensus"  
[X Link](https://x.com/peter_mantas/status/1722307645418213677)  2023-11-08T17:38Z [----] followers, [----] engagements


"@TheLAPurchaser The rebuttal to this is that they will be cutting LESS than the market if/when/as recession + layoffs hit (ie. $TMO posts 0-2% growth while Apple is now doing [--] [--] [--] consecutive single digit negative growth quarters). Where will you want to be when that happens"  
[X Link](https://x.com/peter_mantas/status/1722332084297937283)  2023-11-08T19:15Z [----] followers, [---] engagements


"$DOV on the bioprocessing train 🚂"  
[X Link](https://x.com/peter_mantas/status/1722686179202552053)  2023-11-09T18:42Z [----] followers, [----] engagements


"@Teemacsj @PythiaR Id buy $dhr over $csu down here hand over fist"  
[X Link](https://x.com/peter_mantas/status/1722801363661246479)  2023-11-10T02:20Z [----] followers, [---] engagements


"Adding to $DHR too. Adding to $CLPT in PA Adding to $CLPT in PA"  
[X Link](https://x.com/peter_mantas/status/1722995438834385084)  2023-11-10T15:11Z [----] followers, [----] engagements


"@JRogrow Long $gnrc"  
[X Link](https://x.com/peter_mantas/status/1724391567786463395)  2023-11-14T11:39Z [----] followers, [---] engagements


"@PythiaR $FICO is even worse😂"  
[X Link](https://x.com/peter_mantas/status/1724433129501278660)  2023-11-14T14:24Z [----] followers, [---] engagements


"@PythiaR The trip obviously"  
[X Link](https://x.com/peter_mantas/status/1724924909158048115)  2023-11-15T22:58Z [----] followers, [----] engagements


"Incredible scientific feat. Congrats to everyone at $VRTX and $CRSP"  
[X Link](https://x.com/peter_mantas/status/1725075599566274887)  2023-11-16T08:57Z [----] followers, 10.1K engagements


"Way too cheap down here considering rates $CRSP/ $MXCT news $XBI pain trade last [--] years latest updates re: BlueRock (highly recommend @stemcellpodcast) and $1m open buy by $CRL CEO. Adding. $CLPT pharma toll road: have a PO in hand for one study (not reco in the Q) for $1.5m (entire biologics segment was $3.5m last Q). Were actually getting down payments of some of these services in advance but might not be able to recognize revenue at the same time. https://t.co/AwnvOgvv0j $CLPT pharma toll road: have a PO in hand for one study (not reco in the Q) for $1.5m (entire biologics segment was"  
[X Link](https://x.com/peter_mantas/status/1725162437517713499)  2023-11-16T14:42Z [----] followers, [----] engagements


"@Growth_N_Value @RNAiAnalyst There are new methods every day but pharma hires $CLPT to do their preclin + clinical research b/c the game is about 'de-risking' programs: get to commercial ASAP. Think of it this way: Airlines use $TDG Amsafe do 'de-risk' FAA not b/c their seatbelts are cutting edge"  
[X Link](https://x.com/peter_mantas/status/1725171214983786686)  2023-11-16T15:17Z [----] followers, [---] engagements


"Learn from past hit drug cycles $LLY"  
[X Link](https://x.com/peter_mantas/status/1725198920421146862)  2023-11-16T17:07Z [----] followers, [----] engagements


"@stocksailer $XBI is the biotech index so its a good way without getting idiosyncratic risk. $CLPT is akin to a tax on the $XBI"  
[X Link](https://x.com/peter_mantas/status/1725594708355809385)  2023-11-17T19:20Z [----] followers, [---] engagements


"@Pandering_Panda December 8th PDUFA is more impactful for it in the short term. Will take time but will join the party. So will $CLPT"  
[X Link](https://x.com/peter_mantas/status/1726625602013471029)  2023-11-20T15:36Z [----] followers, [---] engagements


"$MRK with a preclinical acquisition"  
[X Link](https://x.com/peter_mantas/status/1726981796792078345)  2023-11-21T15:12Z [----] followers, [----] engagements


"$AAPL is near an ATH after seeing four straight quarters of shrinkage. What happens when that turns into [--] [--] [--] [--] straight quarters in [--] and beyond And why wouldnt participants question terminal value at that point Why should it remain elevated at these levels"  
[X Link](https://x.com/peter_mantas/status/1727279719098515853)  2023-11-22T10:55Z [----] followers, [----] engagements


"@JerryCap @viggy_krishnan Me as I own $DHR instead"  
[X Link](https://x.com/peter_mantas/status/1727342693054124148)  2023-11-22T15:06Z [----] followers, [---] engagements


"@viggy_krishnan @JerryCap Yup agree and $DHR will. My point is I believe $AAPL will see earnings cuts in [--] and despite quality is expensive. Would never short but not an interesting long either"  
[X Link](https://x.com/peter_mantas/status/1727365034039447716)  2023-11-22T16:34Z [----] followers, [---] engagements

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