vt @acoverde8

Joined May 2020

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vt @acoverde8

6 years ago

Congrats to $AUPH longs 💪🤑Deep down we knew the data vs SoC were too good for big issues, but I’ll admit refreshing my twit feed since market close had me doubting 🤣

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vt @acoverde8

6 years ago

hopefully by mid21 there’s a clearer sense of adoption for new $pavm products, on the phone sounds like there’s a plan - currently executing (but look out for another elective procedures halt 🚩)

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$pavm 3Q call: Jan21 they can start recognizing revenue from Eso procedures they’ve already done in medicare patients📈overall sounds like working hard selling on the ground for multiple products nearing commercialization 👍

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vt @acoverde8

6 years ago

i try not to rely on hopes for future data (bc who knows) but really encouraged by the $pfe move on $tril even if small. i don’t have a PT bc if data keep rolling similarly I think $tril will get that offer they can’t refuse 🤑

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vt @acoverde8

6 years ago

listened back to $tril conference call & love to see 622 mono response but they’re still projecting to combo use, imagine where pd1 data could land if safety stays ok - esp when they move into solid tumors 🤯

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vt @acoverde8

6 years ago

what a great day for $tril 🔥 especially when you’ve been holding from 3s 😜

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vt @acoverde8

6 years ago

@Pharmdca as long as the 2 year data don’t make the efficacy look much worse I think $bmrn will be ok & first to market since spark and $sgmo will also have to provide the extended data. Not to say there aren’t lots of gene tx concerns in HemA though...

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vt @acoverde8

6 years ago

$bmrn tough call from fda in HemA 😬

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vt @acoverde8

6 years ago

love $amrn vascepa commercials during the pga champship...nailing the demo 😂

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vt @acoverde8

6 years ago

lupus nephritis needs add’l tx and I think voclosporin will find its place w/ strong data and early safety concerns mostly ironed out. expect $auph fda nod and ⬆️ valuation (tho u never know with positive data these days 😂)

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vt @acoverde8

6 years ago

added a moderate $auph position. funny bc it was one of the first biotechs I ever followed & missed out on the big jump in dec19. very comfortable with current opportunity in 14s

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vt @acoverde8

6 years ago

@semodough i gotta go with $crsp $axsm $tril

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vt @acoverde8

6 years ago

@RichardRoma6000 fair point, but GT trials are expensive & at the prices they could command in US, only need one program to hit. $axsm is my top position, so in full agreement there 👊

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vt @acoverde8

6 years ago

i’m a little disappointed in the $qure deal, but not as down on it as others i’ve read. rather than try to compete with $pfe they get cash upfront (&more later) to refocus in CNS and the fabry program. HemA/B was going to get messy anyways w/ multiple gene Tx coming in

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vt @acoverde8

6 years ago

that said, only have a small $qure position and undecided if i should buy more in 40s. welcome any feedback. still think this could be a solid gene Tx pick but maybe there’s better value elsewhere..

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vt @acoverde8

6 years ago

price action also shows how many were waiting on a $qure b/o. but why would they sell before seeing any human data in huntington’s? Hem was lead prog. but pipeline goes further. hard to align on a valuation when im sure $qure wants the future CNS value built in

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vt @acoverde8

6 years ago

$axsm hop on the train while you still have a chance, by EOY you’ll wish you bought more

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vt @acoverde8

6 years ago

Just saw what is undoubtedly $amrn unbranded campaign for vascepa on CBS and realized - I’m still salty about the trial!!!

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vt @acoverde8

6 years ago

@semodough makes sense to have a partner help w/ multiple EU launches so mgmt can focus on US. impt to get another firm’s EU expertise and networks to enable broad uptake b/c not much pricing power on MDD label in EU