CROMagnon @modelmonkey4150
Joined January 2025-
Tweets41
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Followers4
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Following39
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Likes283
@BioCompounding HCA pre-A sounded bad on surgery volumes, pretty meaningful Y/Y decline in admits
@ethanrkho How has nobody said TJR? The king of this generation's daytrade grifting cycle.
@Invesquotes If you back into GLP-1 HVP component revenue for WST, it grew in the ballpark of 70-80% Y/Y, while STVN said verbatim that GLP-1 revenues grew ~20% Y/Y. Sure their commentary continues to sound positive but the deceleration in HVS growth from Q4 to Q1 seems a bit odd to me
@peter_mantas If $WST is any indication... Thursday should be fun
I swear Dunkin is the last major chain in America where I can get a proper turtle-killing plastic straw and it pops right out first try when I do the counter tap.
@andruyeung “A massive platform aggregating these activities for the next generation” do these guys hear themselves?
@Birdyword Feel like Edie Falco doesn't exactly look like my idea of a 33 year old today either
@Borlaug_ @HughyJass58 Not close to CROs rn (despite the name) but I’ve been perplexed with the divergence MEDP has had vs the group… seems fishy but can’t prove it
@HC_is_hard @Borlaug_ Growth driven by margin dilutive CDMO tho
@TheLAPurchaser @YodeLeaheyWho What are you needing to code as a fundamental analyst?
@Invesquotes @QualityInvest5 Every injectable bear using a similar argument as if GLP-1 awareness was even remotely comparable to the launch of Zep/Sema
@TheLAPurchaser you're basically paying for the convenience of not having to select 40 different panels yourself, having all results in one location, not a $HIMS defender btw
@TheLAPurchaser basic stuff (full blood, lipids) sure, but the stuff people care about or at least get sold on are the esoteric markers like ApoB, comprehensive hormone panels, which wouldn't be deemed medically necessary or preventative for most
@TheLAPurchaser just copy pasting function health, superpower et al - all the same. This comprehensive of bloodwork does not come complementary with a physical though
@Turner_Corbett_ @MelvinRiskMgmt this is a joke right
@TheLAPurchaser you like the packagers here? $WST/ $STVN ?
Ines @Ines_6523
352 Followers 250 Following No matter what happens, never stop. Keep moving forward no matter what.
SkepticCad @SkepticCad
232 Followers 1K Following not investment advice. personal views only. likes = bookmarks RT's =/= endorsement
bluedogcap @bluedogcap
1 Followers 2K Following
Paul Graham @paulg
4.2M Followers 793 Following
Viggy Krishnan @viggy_krishnan
11K Followers 2K Following Public equity investor. I love stocks, markets, great food and all things Harry Potter. Nothing is investment advice. Views are purely my own. DetPistons fan
Peter Steinberger �... @steipete
565K Followers 2K Following Polyagentmorous ClawFather. Came back from retirement to mess with AI and help a lobster take over the world. @OpenClaw🦞 + @OpenAI
Kay @kayintveen
4K Followers 1K Following Building in public with Claude Code | 18yr dev sharing AI workflows that actually ship | SaaS founder | Lead Developer 9-5 | ADHD brain, multiple terminals 🐙
Ricky Sandler @rsandler21969
32K Followers 471 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Gavin Baker @GavinSBaker
284K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Austin Patrick Bishop @austinbishop
10K Followers 1K Following Giddy up @newindustrials @reindsummit @newindustrialco
Paul Enright @pmje73
28K Followers 262 Following
Jake Woolf @jakewoolf
121K Followers 1K Following Homemade Haute Takes™ are my own, but there are enough to go around
R.F. Kenmore @rfkenmore
93K Followers 414 Following “Menswear Socrates” IG: https://t.co/4nDPEcA9F8 E: [email protected] Product guides: https://t.co/pcMDb7cxPr
BioCompounding @BioCompounding
1K Followers 280 Following Equity Analyst. We publish one deep dive on a life sciences company every month | Subscribe: https://t.co/kcEQnmHDDA
Leandro @Invesquotes
58K Followers 968 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Andrew Pannu @andrewpannu
15K Followers 297 Following daily dose of biotech & healthcare commentary • founder @sleuthinsights • building software for the bioeconomy
ZissouCapital @ZissouCapital
1K Followers 1K Following I think you're a fake. I think you're a phony. And a bad reporter.
Buyside Hub @Buyside_Hub
9K Followers 58 Following The largest and most refreshed Wall Street Compensation Database. Regularly Posting Buyside and Banking Jobs. Sign up for free today:
Eric Golden @Ericgolden
10K Followers 5K Following 🤫 Founder & CEO of @canopycapital 🎙️ Host of Making Markets 💸 Formerly Fidelity Fixed Income Portfolio Manager. No investment advice - views my own.
David Park @Davidjpark96
79K Followers 440 Following founder of jenni ai tweets about growth and my startup learnings!
Jared Kubin @JaredKubin
30K Followers 5K Following Hedge Fund Founder 🐊⚾️ James 1:2. No One is Coming. Dadmaxxing & Liftmaxxing. Liquidation Nation⚔️ Whatever it Takes.
Cosmos Institute @cosmos_inst
6K Followers 137 Following The Academy for Philosopher-Builders. Building AI for human flourishing. Writing at https://t.co/aef99Piwlj
Johnathan Bi @JohnathanBi
32K Followers 410 Following Newsletter on philosophy/religion/technology: https://t.co/8jgM4XELH9 Founding Team Opto, Cosmos Phil & CS @Columbia Canadian Math Olympiad
Patrick OShaughnessy @patrick_oshag
344K Followers 2K Following building @psumvc @colossusmag hosting @investlikebest
Chris Edwards @toph_edwards
4K Followers 823 Following Flooring entrepreneur | Bought, grew & exited a flooring company for 24x MOIC
Mojo @MrMojoRisinX
11K Followers 409 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h @BeWaterltd
Jason Hirschman @EightTrack180
17K Followers 1K Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
Peter Mantas @peter_mantas
9K Followers 907 Following LO biotech and life sciences. Avid footy fan. DMs open. Nothing is financial advice. Chat: https://t.co/9El5QOz2MO
Bucket Shop Capital @bucketshopcap
26K Followers 1K Following Private investor. Former allocator and buyside TMT analyst.
Brett Caughran @FundamentEdge
58K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Bruce Booth @LifeSciVC
56K Followers 735 Following Early stage biotech VC. Recovering scientist. Opinions expressed are solely my own and do not express the views or opinions of Atlas Venture.
HeLa Papi 🔬 @HeLaPapi
343 Followers 745 Following not a doctor and not financial advice. trust the bioprocess!
biologics and stuff�... @_invaro
70 Followers 293 Following
Hemingway Capital @lfg_cap
15K Followers 2K Following Global Tech investor. definitely not important and definitely not investment advice.
CHAU @Fifth_Turning
258 Followers 114 Following Retired L/S. Former healthcare sector head at a cub. Pontificating occasionally on the space.
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