Persimmon Tree Investments

Persimmon Tree Investments@PersimmonTI

don’t mind me just trying to jinx the $ABVX price action didn’t know that green was a color that this stock did (long) $xbi

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Persimmon Tree Investments@PersimmonTI

$CBIO If PD(L)1 x VEGF is real (and I think it is), then $CBIO is well undervalued (and that's not even taking into account the intriguing ADC picture). Market taking notice, especially with a couple of base hits from $SMMT ivonescimab...

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Persimmon Tree Investments@PersimmonTI

buy back $mlys, keith

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Persimmon Tree Investments@PersimmonTI

$XBI many, many public $XBI, ripe for the picking $LLY BD team: let's buy a Disney princess

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Persimmon Tree Investments@PersimmonTI

$ARWR v $IONS Plozasiran: - four injections a year v. 12 - very deep TG lowering, >90% below 500, - proven Acute Pancreatitis reduction - NNT of approx. 3 in prior-pancreatitis patients - safety: little injection-site burden & no hepatic-fat signal. Strong case for the best

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Persimmon Tree Investments@PersimmonTI

$BBIO $xbi — $ALNY $IONS $AZN $NTLA The data continue to accumulate for acoramidis — whether talking about improvements in renal health, improved cardiac structure, or all cause mortality. And though the individual constituents or modes of action need further elucidation, at

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Persimmon Tree Investments@PersimmonTI

$XBI True. With $XBI, the longer your time horizon for ownership, often enough, the higher your probability that you’ll own a defunct ticker: 🎩 @RayneWothbaum

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Persimmon Tree Investments@PersimmonTI

$XBI It could have been Warsh-comment rate fears that fed the Friday pullback, sure. But my guess is more prosaic if no more satisfying of an explanation: With Biotech investing, these things just happen — sharp pullbacks, for no particular reason, are the other side of

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close