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VP @KamalaHarris did not answer one direct question nor take responsibility for any of her actions, previous commitments or policy positions. It was just filibuster and redirection until the clock ran out.
Biotech Stock Catalyst Watchlist 🚀 (2/3) Ph 2 readouts left in 2023... $INCY Phase 2 $AZN Phase 2b $GLTO Phase 2a $IMAB Phase 2 $AZN Phase 2 $VSTM Phase 2 $IRWD Phase 2a $CINC Phase 2 $CINC Phase 2 $CLSD Phase 2 $CLSD Phase 2 $INCY Phase 2 $ALDX Phase 1/2 $IMV Phase 2b…
Brent #crude to stay btw $80 - $105 per barrel next year amid growing demand, extended supply cut - Goldman Sachs yuantalks.com/the-wire-live-…
$2.4 Bn of tangible common equity for $ABR, ~$15bn loan book. What happens at 5% loss severity? 10%? 15%, which just happened with Applesway?”
Cell Therapy Private Funding by Deal Size & No. **Avg deal size for 2021 ($95M) & 2022 ($102M)
1/ Very underrated chart that shows SaaS multiples vs. % drawdown vs. 10yr yield during each sell-off over last 8 years. Long duration assets clearly hurt most by rising rate given risk premium disproportionately impacts valuation of biz with highest % weighted in terminal value
Update on the tech downturn (BVP Cloud Index): 1) 30 Yr yield is up ~1% in two months, though still at '14-'19 levels. 2) Relative declines have moderated as the downturn broadened. 3) Now the longest/largest decline in absolute terms. 4) Multiples at "average" trough levels.
And if your first reaction to all this talk of “how far down from here” is that it means attitudes have been duly adjusted and sentiment is washed-out enough for a good bounce - sure, maybe, why not (as noted in the piece). Summing up….
🧵A comparison of drops for the % of stocks below their own 200d ma on the Nasdaq. - 2001-02: long duration - 2008: long duration - 2018 & 2020: quick v-shaped - 2022: long duration Below 15% is the accumulate zone but ONLY when stage 1 & 2 bases are forming! $COMPQ
There's broadly two opinions out there on inflation: 1) Inflation is "transient-ish" and will wane the back half of this year and be back to 2% target early next year 2) De-globalization will drive sustained high inflation over the coming 3-5+ years What do I think?
More coming on Clouded Judgement tomorrow - but NTM cloud software multiples are now back to where we were pre-covid. If you include the companies in the data set who went public during covid the overall median is still ~10% higher than where the overall median was pre-covid
$MNDY: Results were flawless! • Q3 Revenue: $83M,95% YoY • GM: 90% • FY 2021: 87% YoY • Q4 Guide is almost, >90% YoY • GAAP Loss (35%) compared to (95%) • DB NRR: 130% accelerating from 125% • No of Paid Enterprise Customers, 231% YoY up from 185% Quite remarkable👏!
$SE vs $MELI is a common discussion in fintwitt regarding Latam e-commerce Today I wrote a piece about the overall scenery in Latam’s e-commerce, as someone born and raised in the region, to try to paint a different picture than the usual Hope you enjoy theglobalinvestor.substack.com/p/se-vs-meli-v…
New preclinical data - Beam scientists created a custom mouse model of a specific GSD1a point mutation (R83C), and then precisely corrected that mutation in vivo with our LNP-delivered base editor. globenewswire.com/en/news-releas…
Some targets need optimization, some don't; but each new editor is in the toolbox for the future, so over time the need for customization falls. On models, every target will need an efficacy model for FDA, but we won't do primate models of point mutations - mouse model is enough
The new PE4, PE5 prime editing systems have achieved amazing improvements in editing efficiency and indel reduction in non-HEK293T cells. Below are some of my thoughts.
$CRSP @CRISPRTX reports phase 1 data tomorrow at 4:30 PM from their CTX-110, allogenic CAR-T therapy targeting CD-19 malignancies. You can dial in at +1-866-952-8559 (US)
看到陈秋实和徐晓冬一起录视频了，这个去年一个人去武汉拍摄报道疫情的年轻人不容易。中国的舆论环境没有公民记者生存的空间，但他的努力值得钦佩。看到他现在在练拳击，并没有被击倒。生活再乏味，但总不缺少那些闪亮的灵魂。如果有机会，也希望有一天能在现场看他用拳头，对命运说不。
Goldman says nominal #interestrates have moved by 2 standard deviations, which historically implies negative returns for equities: "Using 10-day changes in rates, the current move in nominal rates has reached the 2 standard deviation threshold." ow.ly/cRIW50GiZAH
BofA has identified 14 radical technologies that could change our lives & accelerate the impact of global megatrends.👇 The technologies have a $330B market size today that could grow to $6.4T by the 2030s.
有个事儿不是特理解。 中国海军跑到美国阿拉斯加州海域的专属经济区，为啥国内的小哈士奇们这么开心呢？ 美国只要不抗议，就等于说人家认可这种行为符合美国自己坚持的“自由航行权”。 而您这种行为，就等于认可了美国的这个逻辑嘛。 这有啥可高兴的？
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