TurboResearch @TurboResearch

Portfolio Manager. Research & Insights on Macro Economics, Healthcare/Pharma, Tech & others. All ideas are opinions & are not financial advice. San Francisco, CA Joined March 2009

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TurboResearch @TurboResearch

10 months ago

$TEVA wow ! ~2x UC remission, ~4x CD response vs. placebo. 27%/35% (UC/CD) best-in-class vs Merck’s ~25%, Roche’s 18-23%. Merck bought Prometheus for $10.8B, Roche $7B RVT-3101. Analysts had $0 assigned. +25% at $23B is nothing. I know we still got Ph3 but why is this not $25+ ?

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TurboResearch @TurboResearch

11 months ago

This 👇

Bill Ackman @BillAckman

11 months ago

This 👇

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TurboResearch @TurboResearch

11 months ago

Mad respect to @elonmusk for stepping up to save our country and protect free speech. Buying Twitter was a pivotal turning point !

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TurboResearch @TurboResearch

3 years ago

What an embarrassment of a company Twitter "was". Jack was a weak manager & leader who had no control, clueless with the company he ran LOL. Elon Musk, hats off 👏 #twitterfiles #twittergate

Matt Taibbi @mtaibbi

3 years ago

What an embarrassment of a company Twitter "was". Jack was a weak manager & leader who had no control, clueless with the company he ran LOL. Elon Musk, hats off 👏 #twitterfiles #twittergate

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TurboResearch @TurboResearch

3 years ago

Well said 👏🏻

Elon Musk @elonmusk

3 years ago

Well said 👏🏻

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TurboResearch @TurboResearch

4 years ago

$TWTR years ago, we were debating if Twitter could ever matchup to $FB. Today we can confidently say Twitter can't match even match up to $SNAP !

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TurboResearch @TurboResearch

4 years ago

Come on let's get them $COIN weeklys !

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TurboResearch @TurboResearch

5 years ago

wtf is this a joke ?😂 NFT #aska flying car business model & marketing pitch is hilarious cnet.com/roadshow/news/… Only real deal in evtol space is Joby Aviation $RTP

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TurboResearch @TurboResearch

5 years ago

Only in USA, $TWTR and @jack can do whatever they want. But in countries like Russia, India, etc they cave to threats of a ban. Tough road ahead for Twitter Policy team 😆

First Squawk @FirstSquawk

5 years ago

Only in USA, $TWTR and @jack can do whatever they want. But in countries like Russia, India, etc they cave to threats of a ban. Tough road ahead for Twitter Policy team 😆