How did every single analyst miss Fab-25's impact on revenue/earnings for $SKYT until very recently?? This was a known event for a while. I was able to scoop up a ton of shares between $7-$8/share.
Congrats to all SkyWater longs - today is just the beginning.
It was obviously inevitable for Pfizer to do an obesity deal like this. Smart move to grab differentiated assets, plus covers the table on both GLP and amylin, and oral programs, in one transaction.
Completely sold out of $WVE for a very small loss (<10%). I see much better Risk/Reward at the moment.
Good data for WVE-007 this Fall may boost the stock, but this is a spec bet, at best.
Taking my ball and going home to invest in better names.
Roche to acquire 89bio for US$14.50 per share in cash, representing a total equity value of approximately US$2.4B. Stockholders would also receive a non-tradeable CVR for up to an aggregate of US$6.00 per share in cash.
$WVE if a year ago, u told me that clinical #RNAediting efficiencies can already be 60%+, monthly dosing, and no liver enzymes over half a year...that would have been considered dream scenario.
#AATD great competition with CRISPR...which is really the only reason why stock could…
$SRPT refinanced debt while abandoning patients with limb girdle muscular dystrophy and their families.
CEO Doug Ingram talks about "tranforming the lives of patients with rare diseases," but that doesn't include kids like Jacob, 4, Sammy, 17 and others.
My colleague…
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