Juggernaut Capital @JuggernautCap

Juggernaut Capital is a private long/short equity fund focused on supporting innovation in life sciences. Tweets are opinions not investment advice. Joined January 2017

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Juggernaut Capital @JuggernautCap

2 years ago

$TRML longs: wait until you see how dirty the safety is on this $PFE asset $TRML pulled from the garbage. World doesn’t need a subpar satralizumab. Ask mgmt. directly: how are you differentiated from satra (aside from infinitely worse safety)? At least the CEO gets paid!

Juggernaut Capital @JuggernautCap

2 years ago

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Juggernaut Capital @JuggernautCap

2 years ago

$TRML excitement is misplaced. $PFE dumped asset for good reason w/ atrocious safety even at the doses co. is evaluating in TED & why consider dirty TOUR006 when you have signif. better anti-IL-6 in satralizumab from $RHHBY in Ph3? Also, TRML CEO is obtuse. Keep the change.

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Juggernaut Capital @JuggernautCap

6 years ago

$GNFT #NASH

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Juggernaut Capital @JuggernautCap

7 years ago

John McCain was the kind of person you learn about and think: all his loved ones must be so proud of him. He had an unshakable sense of honor in an industry known for mobile moralities. He was the epitome of valor.

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Juggernaut Capital @JuggernautCap

8 years ago

Looks like $CELG pulled a $PTLA. Welcome to the hero-to-zero club. Only problem is $CELG wasn’t expected to trip over coffee tables like $PTLA who has done a splendid job of lowering expectations below that of a snake belly @portola_pharma @celgene

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Juggernaut Capital @JuggernautCap

8 years ago

$OBSV

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Juggernaut Capital @JuggernautCap

8 years ago

$XBI $SNDX Syndax valuation is low & we like management. Our concern lies in the Ph2 exemestane +/- entinostat study. There is no forthcoming answer for the low PFS which gives us pause as we think ahead to the Ph3 2018 interim readout.