@Dean_Schell Diligence question- Why are the two pieces in different entities? From an $IBRX investor standpoint, the “eyes” are the key to making it a 1st line treatment, are they not? Just asking.
@MarkSharkKing@douglas_ingram Yep, went over earnings transcript and mentioned “counsel prudence in raising estimates prematurely” 5 times. Probably overread that to mean “watch out analysts” and don’t get giddy over a good quarter.
$SRPT
Paraphrasing @douglas_ingram, “Analysts, be very cautious in your estimates. Numbers can swing wildly from quarter to quarter.” Then we have the “green shoots” comment.
What is your estimate for 2nd quarter?
@MarkSharkKing@douglas_ingram Will do this afternoon when get some time. May have read too much into signal he was giving analysts but he and Patrick both mentioned to watch out in revising guidance upward which to me said following qtrs may show uptrend. Be back in touch.
$SRPT @douglas_ingram
Since you are now in the mood @US_FDA, reverse the stripping of @Sarepta’s platform designation for LGMD taken away by a vengeful chief for no good reason and revisit a label change for Elevidys for ambulatory kids which there never has been a death.
$IBRX Limited short availability most of day today. Borrow rates ticked up a bit. Shorting could not sustain last 2 days. They’re playing with fire. Just need an ignition spark over long weekend to get anxiety going. So-called “media” starts hit pieces. @DrPatrick, unleash hell!
$IBRX Simple solution for every negative griper. Approve Anktiva for all major life-threatening indications and require phase IV trial with many cohorts. Let the therapy, doctors, patients, and markets speak for themselves.
$CAPR @Capricor
So, what actions have @NSPharmaInc even taken to prepare for launch? Can they even show they would be damaged if agreement was rescinded? Sounds like they haven’t done anything.
@forbiddenyb Their way of making a person pay their fee I assume. It is getting ridiculous. Used to be able filter with search terms but now that only returns week old posts.
@BiotechObserver@Sarepta Yep, just wishful thinking to get this SP moving. Hopefully we get some good news on MAD from SRP-1003. Another hope of mine is CAPR chooses SRPT for distribution if they don’t go it alone.
$SRPT So, if @Sarepta is looking at about $400M in free cash flow this year, why not buy back at least $300M at this point for the year? That’s about 19-20M shs. Just enough to smoke the short side. They can sell them later or hell, give them away to employees.
@SenWarren Redistribution of wealth, hmm. Dumb idea. Promise you it will not work. Most humans strive to thrive. You take from me I promise you I won’t produce more than my family can eat.
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