Dan Sfera@DansferaThis shows you how tough it is to sustain promising science. This is why $iova latest quarterly earnings was a de risking event for me. Ultimately biotech is a business and should be treated as such. Grateful for this 💎
Yair Einhorn@yaireinhorn1/🚨🚨WOW! What a huge disappointment for the entire CRISPR Gene Editing and the Allogeneic Cell Therapy fields following $CRBU announcement that it is discontinuing all of its clinical R&D activities and is literally shutting down its operations. @CaribouBio plans to discontinue h

Dan Sfera@DansferaThis is actually what I think as well. The street is treating $UBER like a failing company when the reality is the opposite
Leif | Investing@LeifInvestsMany people still don’t understand this. $UBER is positioned to BENEFIT BIG from the Autonomous Vehicle Revolution. Here’s my thesis: 1. $10 BILLION+ planned investment to scale autonomous mobility. 2. 30+ AV partners including Waymo, NVIDIA, Rivian, Lucid, Nuro, and WeRide.


Dan Sfera@DansferaHave you ever had a Dermatologist block you? I’m not talking about sunblock or a JAK9 inhibitor. I’m talking block on X all because I’m calling out his extremely bearish framing on the actual facts. $iova was cheap because the clinical story for lifileucel had not yet shown up

Dan Sfera@Dansfera$AQST ceo sells i buy
Dan Sfera@Dansfera$NKE still looks overvalued 😂 that call was awful