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DoctorDueDiligence

@DueDoctor • 11,807 subscribers

Come for the memes, stay to learn and Investment Takes. 100+ Free articles, never charged one cent. NFA. Commentary. 🇺🇸🇺🇸🇺🇸

Shorts

>Be $HIMS CEO >literally make tens of millions from copying injectable form of GLP-1 >tee-hee >FDA not taking action because newbies >company basically printing money >decide to copy oral version >leave out SNAC so basically inert new drug/pbo >forces FDA to take action >uh-oh

>Be $HIMS CEO >literally make tens of millions from copying injectable form of GLP-1 >tee-hee >FDA not taking action because newbies >company basically printing money >decide to copy oral version >leave out SNAC so basically inert new drug/pbo >forces FDA to take action >uh-oh

131,034 просмотров

What is the new FDA Chief planning? New Marty Makary MD, MPH interview SUPER THREAD ONLY parts relevant to Biotech Investors 👇🏽 1. Faster Approvals + more Post Market Surveillance

What is the new FDA Chief planning? New Marty Makary MD, MPH interview SUPER THREAD ONLY parts relevant to Biotech Investors 👇🏽 1. Faster Approvals + more Post Market Surveillance

164,421 просмотров

CEO FIRED UPDATE 1. Got fired over Microsoft TEAMS, said he was "blind sided" 2. Board already looking for a new leader 3. Internally they know the ship is on fire - Cagrisema sucks, no good oral, and Semaglutide is inferior to Tirz Fin Got clapped out of $NVO headquarters

CEO FIRED UPDATE 1. Got fired over Microsoft TEAMS, said he was "blind sided" 2. Board already looking for a new leader 3. Internally they know the ship is on fire - Cagrisema sucks, no good oral, and Semaglutide is inferior to Tirz Fin Got clapped out of $NVO headquarters

25,918 просмотров

$NKTR Head of R&D talks about upcoming data

$NKTR Head of R&D talks about upcoming data

18,206 просмотров

$PFE CFO says $10BN to $15BN for Biotech buyouts in 2025! Who are they buying? 🤔

$PFE CFO says $10BN to $15BN for Biotech buyouts in 2025! Who are they buying? 🤔

26,500 просмотров

Seriously, here is $RXRX CEO saying REC-617 = POTENTIAL BEST IN CLASS But the Phase 1 showed *one* partial response To which he then said trial isn't designed to show efficacy This company 52W High had a market cap north of $5BN... The entire thesis is more efficient drug discovery, but what if their inputs =/= great outputs? What if jack of all trades = master of none? Potential major Pro forma rev tapped? Pharma wait and see? $603MM cash on hand January 1st 2025 vs 2024 burn of $314MM... So est. ~$450MM 06/2025? What if no super star trial readouts by EOY with quick 12 month going concern? What if $NVDA realizes and sells? It's probably overvalued here $5.70, but market can be irrational. Waiting and hoping for another prime entry....

Seriously, here is $RXRX CEO saying REC-617 = POTENTIAL BEST IN CLASS But the Phase 1 showed one partial response To which he then said trial isn't designed to show efficacy This company 52W High had a market cap north of $5BN... The entire thesis is more efficient drug discovery, but what if their inputs =/= great outputs? What if jack of all trades = master of none? Potential major Pro forma rev tapped? Pharma wait and see? $603MM cash on hand January 1st 2025 vs 2024 burn of $314MM... So est. ~$450MM 06/2025? What if no super star trial readouts by EOY with quick 12 month going concern? What if $NVDA realizes and sells? It's probably overvalued here $5.70, but market can be irrational. Waiting and hoping for another prime entry....

11,028 просмотров

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Ladies and Gentlemen One Nephew is now redpilled GenZ is going to be Based

Ladies and Gentlemen One Nephew is now redpilled GenZ is going to be Based

DoctorDueDiligence

141,735 просмотров • 7 месяцев назад

$MRK CEO signals wants and NEEDS to do deals, even in uncertain macro environment, willing to be aggressive for value. 2025 could get exciting for Biotech

$MRK CEO signals wants and NEEDS to do deals, even in uncertain macro environment, willing to be aggressive for value. 2025 could get exciting for Biotech

DoctorDueDiligence

90,021 просмотров • 1 год назад

$MRK CEO again says DEALS on the way, Keytruda LOE too big! Hints at Oncology... Who are they buying?

$MRK CEO again says DEALS on the way, Keytruda LOE too big! Hints at Oncology... Who are they buying?

DoctorDueDiligence

76,409 просмотров • 1 год назад

$ABVX CEO practically giggling when talking about selling the company 🤣

$ABVX CEO practically giggling when talking about selling the company 🤣

DoctorDueDiligence

64,331 просмотров • 11 месяцев назад

Reuters asking… “Why hasn’t $NVO sued $HIMS?” They give some reasons but... Their REAL preferences in order 1. Want FDA to shut down “compounders” ☑ one clean strike ☑ fast ☑ no litigation cost -CMPI paper and 81 lawmaker letter 2. Want FDA to shut down uninspected by FDA API shipments from China ☑ effectively ends most compounding ☑ popular politically ☑ on call even said FDA may let compounders burn through Chinese API stock -CMPI paper and their marketing campaign "choose the real thing" -lowering price of semaglutide via NovoCare Pharmacy -Brookings Institute Paper 3. Starting lawsuits small then building up ☑ 44 injunctions ☑ multiple states ☑ multiple methods -California seems to have the best success -hired many more IP lawyers in 2024 to prepare for shortage ending 4. If all else fails I believe they will directly sue $HIMS but why wait? ❌ Brief business relationship may complicate suing ❌ taking longer via litigation ❌ no guarantee of success but high likelihood of success ❌ higher cost (legal) ❌ if no injunction $HIMS can keep selling during trial (hence need to practice first against smaller companies) TL;DR I don’t see the fact that $NVO not directly going after $HIMS quickly as odd at all. It's a calculated move trying to maximize success and decrease risk. If the methods above do not work I see them suing directly but the risk:reward ratio is why they prefer the steps in order laid out above. I do not believe $HIMS is in the clear at all, in fact the exact opposite. I see every step so far as a path towards ending this "compounding” loophole that essentially is launching a new drug at unstudied doses. All of Pharma has a vested interest in seeing this end because it removes any incentive to research and do trials of new drugs. It’s the ultimate free rider / 3rd worldism / low trust society sham. This is America and one way or another these thieves hurting innovation will find out the full power of Pharma Lobby.

Reuters asking… “Why hasn’t $NVO sued $HIMS?” They give some reasons but... Their REAL preferences in order 1. Want FDA to shut down “compounders” ☑ one clean strike ☑ fast ☑ no litigation cost -CMPI paper and 81 lawmaker letter 2. Want FDA to shut down uninspected by FDA API shipments from China ☑ effectively ends most compounding ☑ popular politically ☑ on call even said FDA may let compounders burn through Chinese API stock -CMPI paper and their marketing campaign "choose the real thing" -lowering price of semaglutide via NovoCare Pharmacy -Brookings Institute Paper 3. Starting lawsuits small then building up ☑ 44 injunctions ☑ multiple states ☑ multiple methods -California seems to have the best success -hired many more IP lawyers in 2024 to prepare for shortage ending 4. If all else fails I believe they will directly sue $HIMS but why wait? ❌ Brief business relationship may complicate suing ❌ taking longer via litigation ❌ no guarantee of success but high likelihood of success ❌ higher cost (legal) ❌ if no injunction $HIMS can keep selling during trial (hence need to practice first against smaller companies) TL;DR I don’t see the fact that $NVO not directly going after $HIMS quickly as odd at all. It's a calculated move trying to maximize success and decrease risk. If the methods above do not work I see them suing directly but the risk:reward ratio is why they prefer the steps in order laid out above. I do not believe $HIMS is in the clear at all, in fact the exact opposite. I see every step so far as a path towards ending this "compounding” loophole that essentially is launching a new drug at unstudied doses. All of Pharma has a vested interest in seeing this end because it removes any incentive to research and do trials of new drugs. It’s the ultimate free rider / 3rd worldism / low trust society sham. This is America and one way or another these thieves hurting innovation will find out the full power of Pharma Lobby.

DoctorDueDiligence

50,635 просмотров • 10 месяцев назад

$PFE MC rose $9.26BN today Every single Pharma CEO should be taking pics with Trump Also see quote tweet.... 🤫🤫🤫

$PFE MC rose $9.26BN today Every single Pharma CEO should be taking pics with Trump Also see quote tweet.... 🤫🤫🤫

DoctorDueDiligence

34,825 просмотров • 9 месяцев назад

$PFE CEO said it's TIME TO BUY! Biotech prices are LOW! Who is Pfizer buying?

$PFE CEO said it's TIME TO BUY! Biotech prices are LOW! Who is Pfizer buying?

DoctorDueDiligence

43,612 просмотров • 1 год назад

$MRK CEO got more specific later in the call for what kind of Biotechs they want to buy 1. Spend $1BN to $15BN+ 2. Normally phase 1 and 2, but now looking at commercial too 3. First, Best, Next (in class) 4. Long term value

$MRK CEO got more specific later in the call for what kind of Biotechs they want to buy 1. Spend $1BN to $15BN+ 2. Normally phase 1 and 2, but now looking at commercial too 3. First, Best, Next (in class) 4. Long term value

DoctorDueDiligence

40,618 просмотров • 1 год назад

$BMY CEO hinting at the BUYOUT deals they want 1. Want revenue 2027-2030 = possibly earlier stage assets 2. Has to be 1st or 2nd in *quality* in class 3. Disease State Strategy Overlap (I read as Onc/Heme, Immunology, Cardio, Neuroscience)

$BMY CEO hinting at the BUYOUT deals they want 1. Want revenue 2027-2030 = possibly earlier stage assets 2. Has to be 1st or 2nd in quality in class 3. Disease State Strategy Overlap (I read as Onc/Heme, Immunology, Cardio, Neuroscience)

DoctorDueDiligence

23,786 просмотров • 1 год назад

Analysts are confused with Novo Nordisk! JPM Analyst: You spent the entire call talking about how compounders like $HIMS are taking your market share but you're teaming up with them? HIMS stated they will keep compounding for personalized dosing and sig revenue! $NVO: We expect FDA to enforce IP protection May 22nd! Also - HIMS has the customers

Analysts are confused with Novo Nordisk! JPM Analyst: You spent the entire call talking about how compounders like $HIMS are taking your market share but you're teaming up with them? HIMS stated they will keep compounding for personalized dosing and sig revenue! $NVO: We expect FDA to enforce IP protection May 22nd! Also - HIMS has the customers

DoctorDueDiligence

23,912 просмотров • 1 год назад

$LLY CEO on $NVO trying to block Americans choice by PBM deal with $CVS -we won't do those types of deals, we compete with better drugs -anti-choice is bad for prescribers and patients -we are pretty much all the new prescriptions in Q1 (aka $NVO desperate!) One last pot shot - we have an oral, Novo doesn't! 🤣

$LLY CEO on $NVO trying to block Americans choice by PBM deal with $CVS -we won't do those types of deals, we compete with better drugs -anti-choice is bad for prescribers and patients -we are pretty much all the new prescriptions in Q1 (aka $NVO desperate!) One last pot shot - we have an oral, Novo doesn't! 🤣

DoctorDueDiligence

22,274 просмотров • 1 год назад

I'm going to let you in on a dirty little secret Most of Pharma knows AI Drug Discovery is *currently* a lot of BS Hope it changes in the future but it's not there *now*

I'm going to let you in on a dirty little secret Most of Pharma knows AI Drug Discovery is currently a lot of BS Hope it changes in the future but it's not there now

DoctorDueDiligence

20,439 просмотров • 1 год назад

Cathie Wood is pumping $RXRX $ILMN $GRAL

Cathie Wood is pumping $RXRX $ILMN $GRAL

DoctorDueDiligence

22,880 просмотров • 1 год назад

$BMY plans on doing buyouts in 2025! What Biotechs are they buying?

$BMY plans on doing buyouts in 2025! What Biotechs are they buying?

DoctorDueDiligence

17,772 просмотров • 1 год назад

$SRPT analyst asking Does noted Elondys Critic Vinay Prasad MD MPH at CBER a worse case scenario for the drug? Will it be pulled? CEO response:

$SRPT analyst asking Does noted Elondys Critic Vinay Prasad MD MPH at CBER a worse case scenario for the drug? Will it be pulled? CEO response:

DoctorDueDiligence

17,358 просмотров • 1 год назад

$MRK CEO saying about to be REALLY ACTIVE for buyouts!

$MRK CEO saying about to be REALLY ACTIVE for buyouts!

DoctorDueDiligence

14,304 просмотров • 1 год назад

$SRPT down BIG TIME here based off of Critic Vinay Prasad MD MPH being named CBER Director See how many tweets he has about them, could we see it taken off market? Or buying opp?

$SRPT down BIG TIME here based off of Critic Vinay Prasad MD MPH being named CBER Director See how many tweets he has about them, could we see it taken off market? Or buying opp?

DoctorDueDiligence

14,282 просмотров • 1 год назад

$HIMS CEO andrewdudum Q3 2024: ❌Shortage could take years to resolve! ❌We can still customize doses (imply continue after and task Providers to prescribe) ❌503A = Ignore IP Q1 2025 (less than 6 months later): 💀 Shortage over, no longer making semaglutide 💀 $NVO legal team spoken to you but you're aligned "philosophically" now, must have "blue chip" reasons for dosing 💀 $NVO let's you sell their drug, but for $599. $100 higher than your competitors! 💀 Some Headwinds, questionable guidance 💀 would never tell providers to prescribe customized doses No position but just highlighting for educational purposes

$HIMS CEO andrewdudum Q3 2024: ❌Shortage could take years to resolve! ❌We can still customize doses (imply continue after and task Providers to prescribe) ❌503A = Ignore IP Q1 2025 (less than 6 months later): 💀 Shortage over, no longer making semaglutide 💀 $NVO legal team spoken to you but you're aligned "philosophically" now, must have "blue chip" reasons for dosing 💀 $NVO let's you sell their drug, but for $599. $100 higher than your competitors! 💀 Some Headwinds, questionable guidance 💀 would never tell providers to prescribe customized doses No position but just highlighting for educational purposes

DoctorDueDiligence

12,482 просмотров • 1 год назад

I listen to just about every interview US Sec. of Treasury Scott Bessent does. He had one of the all time great plays by betting against the Yen with Soros HF money. The firm made $1BN over 3 months and he personally made more than $200MM. He thinks that China is super susceptible right now. I do have one issue with how Trump Administration is proceeding. Trump is acting with lightning speed but if the US had gotten EU to tariff China and align with US to trade and held off on the reciprocal tariffs you would see China completely destroyed. It would have made Japanese bubble era look like a blip. China is already past peak population and they've invested trillions in goods. Imagine if no buyer. It'd be over. US would be unipolar. Even though our allies shouldn't be tariffing us, to tariff back pushes them away. The aim to reverse is strong. I get it. But the issue is that as long as America remains divided (blue team vs red team) it prevents any sort of long term planning. Anyways the whole interview is worth listening to. Bessent has been transparent since day 1. Lots of moving parts but the bottom 50% of Americans deserve better. That's the goal of this Administration. What was most illuminating was that the tariffs from Trump's first tariffs on China only resulted in 0.7% being passed on to the consumer in a study in the near term. Time will tell, 🫡🫡🫡 Dr. DD

I listen to just about every interview US Sec. of Treasury Scott Bessent does. He had one of the all time great plays by betting against the Yen with Soros HF money. The firm made $1BN over 3 months and he personally made more than $200MM. He thinks that China is super susceptible right now. I do have one issue with how Trump Administration is proceeding. Trump is acting with lightning speed but if the US had gotten EU to tariff China and align with US to trade and held off on the reciprocal tariffs you would see China completely destroyed. It would have made Japanese bubble era look like a blip. China is already past peak population and they've invested trillions in goods. Imagine if no buyer. It'd be over. US would be unipolar. Even though our allies shouldn't be tariffing us, to tariff back pushes them away. The aim to reverse is strong. I get it. But the issue is that as long as America remains divided (blue team vs red team) it prevents any sort of long term planning. Anyways the whole interview is worth listening to. Bessent has been transparent since day 1. Lots of moving parts but the bottom 50% of Americans deserve better. That's the goal of this Administration. What was most illuminating was that the tariffs from Trump's first tariffs on China only resulted in 0.7% being passed on to the consumer in a study in the near term. Time will tell, 🫡🫡🫡 Dr. DD

DoctorDueDiligence

12,308 просмотров • 1 год назад

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