Forward Deployed Shitposter / Just midcurving / I own 0.1% of Personalis & Prime Medicine

Bell Curve - Dead Center
🫡
this guy is outperforming every single hedge fund in existence
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😬😬😬
Great day to be short 32.8M shares of $PRME.🙃
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The stars are aligning for both $BEAM & $PRME.
Exciting updates on gene editing support from the U.S. Government! We didn’t plan this… but just a few hours after our conference call outlining Beam’s vision to deliver increasingly customized genetic correction therapies to patients, even more news hit
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Great day to be short 32.8M shares of $PRME.🙃
Considering what's transpired in biotech recently, I'd probably start to panic right about now if I were short 32M shares of $PRME.
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My body is ready! $PRME
Increased my $PRME position to 300K shares. This is one hill I'm willing to die on!
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Multiple variants under one BLA. Seminal moment for $PRME & $BEAM.
Glad to be at the @RareDiseases Summit for some Breaking News.This morning I attended the Rare Disease Regulatory Roundtable, moderated by @ComstockRi54463 Assoc. Director of the FDA rare disease hub. Guest speaker #karimMikhail made an announcement about individual gene therapy. He is Director of CBER. Watch it here! Very exciting! @FDA @DCOfficial #science #innovation
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This is great news for $PRME as well.
$BEAM "I think if there is a general just kind of comment that I have that I think these LNPs are really doing quite well. This is a great delivery modality where we are talking about temporary headache, fever, flush kinds of infusion reactions or lab abnormalities in return for a one-time dose that gets you potentially transformative durable efficacy like we are seeing here. It is a pretty good delivery vehicle. We are quite happy with it." —John Evans, CEO, this morning throwing shade at analysts who are obsessed with the transient side effects of LNPs at dosing vs the permanent effect of the therapy: being cured of their genetic disease.
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We just learned that the $PRME volume spike between Oct. 6th & Oct. 9th was not short covering. Short interest as of Oct. 15th was still sitting at 32.8M shares.
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Increased my $PRME position to 300K shares. This is one hill I'm willing to die on!
$1 Million in $PRME. Send it.🙃
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Guess what you can have: $GTLB.
Anthropic built its own git replacement for AI-scale coding. But you can’t have it. thenewstack.io/anthropic-sci…
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Many people are saying. $GTLB
Replying to @JasonDClinton
Airgapped, self-managed infrastructure, automatic vulnerability remediation. $GTLB has everything it needs to dominate this next era
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Six Seven meme bottom. The hedge is hedging. $TLT.
Six Seven. Added $TLT calls.
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Perhaps time for a little victory lap and for taking some off the table. Thanks for playing. $GTLB
Bough a lot of $GTLB at $22.45 today and feeling sick in my stomach.
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MidCurveCapital retweeted
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$PRME all fun and games until we get a proper break out...
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Let's try that again, shall we. $PRME
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$1 Million in $PRME. Send it.🙃
Violating my risk limit for new positions but fuck it... Added another 50K shares of $PRME. Now holding 250K shares.
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To see a world in a grain of sand...
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Dunno but might be time to roll some software exposure into semis?! $IGV / $SOXX
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$MRNA paper yesterday, $AZN blog today… Increasingly feels like we’re about to witness a knife fight between “Big Pharma” to secure IP rights for $PRME editing. Good time to study the $BEAM x $LLY PCSK9 deal.
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