MidCurveCapital (@midwit_capital) header
MidCurveCapital (@midwit_capital) profile picture

MidCurveCapital

@midwit_capital

Forward Deployed Shitposter / Just midcurving / I own 0.1% of Personalis & Prime Medicine

 Bell Curve - Dead Center
Joined November 2022
  • Tweets4.4K
  • Following2.1K
  • Followers3.8K
🫡
gaut (@0xgaut) profile picturegaut
@0xgaut2 Mar 2024
this guy is outperforming every single hedge fund in existence
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😬😬😬
MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalOct 27
Great day to be short 32.8M shares of $PRME.🙃
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The stars are aligning for both $BEAM & $PRME.
John Evans (@john_evans3) profile pictureJohn Evans
@john_evans317h
Exciting updates on gene editing support from the U.S. Government! We didn’t plan this… but just a few hours after our conference call outlining Beam’s vision to deliver increasingly customized genetic correction therapies to patients, even more news hit
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Great day to be short 32.8M shares of $PRME.🙃
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MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalOct 6
Considering what's transpired in biotech recently, I'd probably start to panic right about now if I were short 32M shares of $PRME.
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Sounds like the new FDA draft guidance for Individualized Human Genome Editing Products was essentially written for $BEAM & $PRME. youtube.com/watch?v=8UnKO56n…
Individualized Human Genome Editing Products: Considerations for BLA and Postapproval Management

Individualized Human Genome Editing Products: Considerations for BLA and Postapproval Management

October 2026: FDA published a draft guidance to explain how sponsor...

youtube.com
MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalOct 14
Is anybody paying attention?! $PRME / $BEAM
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My body is ready! $PRME
MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalOct 23
Increased my $PRME position to 300K shares. This is one hill I'm willing to die on!
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Multiple variants under one BLA. Seminal moment for $PRME & $BEAM.
The Bonnell Foundation (@RoadmapToCF) profile pictureThe Bonnell Foundation
@RoadmapToCFOct 27
Glad to be at the @RareDiseases Summit for some Breaking News.This morning I attended the Rare Disease Regulatory Roundtable, moderated by @ComstockRi54463 Assoc. Director of the FDA rare disease hub. Guest speaker #karimMikhail made an announcement about individual gene therapy. He is Director of CBER. Watch it here! Very exciting! @FDA @DCOfficial #science #innovation
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This is great news for $PRME as well.
Oliver Venture (@_OliverVenture) profile pictureOliver Venture
@_OliverVentureOct 27
$BEAM "I think if there is a general just kind of comment that I have that I think these LNPs are really doing quite well. This is a great delivery modality where we are talking about temporary headache, fever, flush kinds of infusion reactions or lab abnormalities in return for a one-time dose that gets you potentially transformative durable efficacy like we are seeing here. It is a pretty good delivery vehicle. We are quite happy with it." —John Evans, CEO, this morning throwing shade at analysts who are obsessed with the transient side effects of LNPs at dosing vs the permanent effect of the therapy: being cured of their genetic disease.
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We just learned that the $PRME volume spike between Oct. 6th & Oct. 9th was not short covering. Short interest as of Oct. 15th was still sitting at 32.8M shares.
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Increased my $PRME position to 300K shares. This is one hill I'm willing to die on!
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MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalOct 20
$1 Million in $PRME. Send it.🙃
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Guess what you can have: $GTLB.
The New Stack (@thenewstack) profile pictureThe New Stack
@thenewstackOct 23
Anthropic built its own git replacement for AI-scale coding. But you can’t have it. thenewstack.io/anthropic-sci…
Anthropic built its own git replacement for AI-scale coding. But you can’t have it.

Anthropic built its own git replacement for AI-scale coding. But you can’t have it.

Claude helped Anthropic outgrow its Git infrastructure — and build the replacement. But the company says Scion is too specialized to release for other teams.

thenewstack.io
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Many people are saying. $GTLB
Jamie Philbin (@backbaytech) profile pictureJamie Philbin
@backbaytechOct 22
Replying to @JasonDClinton
Airgapped, self-managed infrastructure, automatic vulnerability remediation. $GTLB has everything it needs to dominate this next era
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Six Seven meme bottom. The hedge is hedging. $TLT.
MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalOct 5
Six Seven. Added $TLT calls.
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Perhaps time for a little victory lap and for taking some off the table. Thanks for playing. $GTLB
MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalMar 16
Replying to @P_Remarks @bstaples @gitlab @sytses
Bough a lot of $GTLB at $22.45 today and feeling sick in my stomach.
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MidCurveCapital retweeted
Achilles (@Xhej__) profile picture
Achilles
@Xhej__Oct 20
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$PRME all fun and games until we get a proper break out...
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Let's try that again, shall we. $PRME
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$1 Million in $PRME. Send it.🙃
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MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalOct 14
Violating my risk limit for new positions but fuck it... Added another 50K shares of $PRME. Now holding 250K shares.
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To see a world in a grain of sand...
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Dunno but might be time to roll some software exposure into semis?! $IGV / $SOXX
MidCurveCapital (@midwit_capital) profile pictureMidCurveCapital
@midwit_capitalJun 27
Max pain is $IGV up / $SOXX down.
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I'm increasingly coming to think that @sytses might kickstarted an era of medical agency that's going to test & stun both patients, doctors & regulators alike...
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Kevin Wimer (@kevinace) profile pictureKevin Wimer
@kevinaceOct 14
I'm Building a Cancer Vaccine for One Person. Me.

I'm Building a Cancer Vaccine for One Person. Me.

Article · @kevinace
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$MRNA paper yesterday, $AZN blog today… Increasingly feels like we’re about to witness a knife fight between “Big Pharma” to secure IP rights for $PRME editing. Good time to study the $BEAM x $LLY PCSK9 deal.
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