[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AnotherBioInvestor [@AnotherBio](/creator/twitter/AnotherBio) on x 1149 followers Created: 2025-07-18 13:33:10 UTC $BBIO Never talked much about this on here, have sold the majority of my shares over the last couple of days. Rationale: X. At ~10.5 bn$ EV it´s a different beast than in 20s obviously X. We are all expecting strong Q2 numbers anyway X. If numbers are good, KKR dumps again? X. If numbers or outlook somehow disappoint (don´t think so but what do I know), will be punished severely X. We are around the conversion price for over XXX bln$ of convertibles, delta-hedging will put incremental pressure on the stock Just think that this combination is a tough setup into Q2 numbers, but maybe I´m extrapolating too much from Q1. At this level, people will also have a hard time valuing upcoming readouts, because everybody will have to underwrite Acoramidis first - which still has the tafa patent overhang. So why play if you like limb girdle for 10-15$ but are not comfortable around tafa patents? I´m not out, it´s just not at conviction size anymore XXXXX engagements  **Related Topics** [stocks](/topic/stocks) [$bbio](/topic/$bbio) [Post Link](https://x.com/AnotherBio/status/1946201583898771816)
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AnotherBioInvestor @AnotherBio on x 1149 followers
Created: 2025-07-18 13:33:10 UTC
$BBIO Never talked much about this on here, have sold the majority of my shares over the last couple of days. Rationale:
X. At ~10.5 bn$ EV it´s a different beast than in 20s obviously X. We are all expecting strong Q2 numbers anyway X. If numbers are good, KKR dumps again? X. If numbers or outlook somehow disappoint (don´t think so but what do I know), will be punished severely X. We are around the conversion price for over XXX bln$ of convertibles, delta-hedging will put incremental pressure on the stock
Just think that this combination is a tough setup into Q2 numbers, but maybe I´m extrapolating too much from Q1.
At this level, people will also have a hard time valuing upcoming readouts, because everybody will have to underwrite Acoramidis first - which still has the tafa patent overhang. So why play if you like limb girdle for 10-15$ but are not comfortable around tafa patents?
I´m not out, it´s just not at conviction size anymore
XXXXX engagements
