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@Dgrstuv
Joined September 2023
  • Tweets468
  • Following61
  • Followers34
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$beam - $2.7bn mcap, will have $10-$15bn likely revenue of approved drugs in 3.5years-market should give 4-5x this revenue upon approval. That's 10-20x in 3.5years - unless yields spike significantly more which is possible but not probable unless all out war starts
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LLM usefulness narrative cracking a bit, revenue growth could slow...all those growth dollars will shift to things with validated usefulness and growth potential - $pltr, $beam,$ghrs
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$PLTR moved up steadily into earnings, killed it, sold off...$fix moved up into earnings, killed it, sold off, now is at all time highs 10 days later... would bet $PLTR is in 160s in june
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Oasis summer >>>>> brat summer. Actually perfect antidote. Time for the real people to actually influence popular culture for at least a second
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$ghrs still very undervalued...could be the biggest psych med product ever ~$30bn in sales once indication gets expanded beyond initial
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Very pleased to announce that BEAM-302 for Alpha-1 Antitrypsin Deficiency has been granted the Regenerative Medicine Advanced Therapy (RMAT) designation by the FDA! globenewswire.com/news-relea…

Beam Therapeutics Announces U.S. FDA Regenerative Medicine Advanced Therapy (RMAT) Designation...

CAMBRIDGE, Mass., May 12, 2025 (GLOBE NEWSWIRE) -- Beam Therapeutics Inc. (Nasdaq: BEAM), a biotechnology company developing precision genetic medicines...

globenewswire.com
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$beam - great buy opportunity, the media and market are wrong about FDA changes...curative therapies are going to be approved faster than ever. Trump wants to tout cures and cut regulation and lower cost of healthcare
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Replying to @elonmusk
The definition of insanity. – at San Antonio, TX
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$beam setting up for big gains - lower interest rates /slow economy + likely positive data + trump fda wanting cures - I think 10x in 3 years 4x this year
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$nu rule of 40 is 92 should be 25x revenue
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$ghrs now will have enough money to go all the way to commercial launch...this will be most successful drug outside obesity
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$ghrs probably going to be biggest psych drug of all time...eventually will be used for elderly at end of life, anxiety, bipolar, depression...40-50 million people in US alone.
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$ghrs picked perfect time to release data - 60 minutes does positive story on psychedelics...market going to sell off everything that has a connection to economic growth- which they do not
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DR DREW: "Five years of no gas powered vehicles are the equivalent of what just went into the air here in Southern California. Whatever CO2 we are worried about putting into the atmosphere in California, we have completely undone ... by allowing these fires to occur."
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Liam Gallagher / Eh La
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Pure class and talent never dies.
All The Right Movies
@ATRightMovies25 May 2024
FRED ASTAIRE proved he still had the moves at 70 years old when he turned up at the 1970 Oscars.
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This is the sort of sneering disdain the pro-EU, wine-drinking, academic middle-class types, had for the 'stupid people' who voted Brexit. The educated middle-class who purport to be socialist have always hated the working-class as populist uneducated riff-raff. What they don't realise is both the upper and the lower classes look down on them; their pomposity, their educated arrogance, their stupid rituals and their pretense they don't care for money, only learning.
John Purcell@Bookeboy6 May 2024
Barbarian invasion. Exhibit A: The bookcases I built housing my book collection. Exhibit B: How the new owners chose to use the space. (I can never unsee this.)
Exhibit A: The bookcases I built housing my book collection.

ALT Exhibit A: The bookcases I built housing my book collection.

Exhibit B: How the new owners chose to use the space.

ALT Exhibit B: How the new owners chose to use the space.

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$Sana value - B cell cancers could do 10,000/yr * $500k , $5bn/yr , auto immune 20,000/yr * 400k $8bn/yr, diabetes 40,000/yr* 250k $10bn/yr = $23bn * .5(data good so high likelihood of success) = fair value at $11bn, but they will have to give up 40% of rev to partner - $6.5bn
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$pl - global ag set to reach $10 trillion in value by 2030. If $2.5tn is in advanced world large scale and planet can reach 50% of it, improving efficiency 10% and getting 5% of that as revenue - that’s $6bn from ag alone. Say that’s 1/3 of their market - could be 100x stock
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Met Charle Munger in Omaha in the years after Lehman - he said: "Larry, never, ever tell anyone about your problems, 90% of the people really don't care... The other 10% are glad you have them."
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