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Barath

@beercules47

former frat star adjusting to life as a responsible adult

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So after the short squeeze is over, how much is a company with no real pipeline and undisclosed royalties on a vaccine that doesn't sell worth? Surely not $750mm EV. Maybe $250 tops? $NVAX


Why, just why $APLS?

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I don’t understand the excitement around $VINC. It’s AACR, which isn’t a high bar to begin with, and their data didn’t even warrant an oral presentation?

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lol $NVAX guiding for $1bn revenue in 2024. What an adorable little fiction.


What on earth is going on with $OCGN?


Once again, I'd like to ask that everyone refrain from making fun of kids who still believe in Santa when grown ass biotech investors still believe Flu/Cy doesn't generate responses. Especially 3000mg of Cy (lookin' at you $PSTX 😆)


Lot of talk about commercial readiness & “accessibility” but no mention of actually even filing for approval or EUA lmao $NVAX. Both $MRNA and $BNTX filed back in June, and MRNA did so with human immunogenicity data.


I agree. Whenever someone has the audacity to address me by my first name, I politely remind them that I’m Mr. Balu, CFA Fearless Leader Founder/CEO Sama.

Because it apparently needs to be said: The first time you email someone, DO NOT address them by their first name. If they respond with an ending salutation using their first name only, that’s opening the door to refer to them as such.



Investing optho drugs be like $APLS $HZNP $VRDN


The guide is absurd. Relies on $NVAX getting a booster approved in the fall, odds of which are virtually zero... Meanwhile balance sheet is an absolute disaster. Company is essentially insolvent. This thing should be -ve EV.

Is $NVAX actually insane? How will they possibly reach this guidance?

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Agree w/ Zeke that this is a disappointing outcome. If what he's saying about the why is true, city schools nixed a program that could keep kids safer so a bunch of six figure earners wouldn't have to work on Fridays over the summer like the rest of us.

This is not a question of funding. Chief Davis stated they want to give principals off on Friday’s out of respect for staff burnout. I undertatsnd that but several programs offered to operate without principals being there at the time.



Lol at $VERU raising basically 2 weeks worth of burn

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Oh no... the FDA didn't approve glorified colchicine for covid based on a garbage trial w/ a massive baseline imbalance. $VERU


Welp $NVAX going concern warning - who could've seen this coming?


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