
Third Floor Capital
@3rdFloorCapital
rx/credit/biotech
Every time I see something like this I’m tempted to call the top but then again I’ve been thinking that since June. Regardless get long hard assets in size lol (gold)
I’m convinced anyone, with any level of education can turn $100k to half a million in 12 months.
Literally I cannot think of another name in the momentum basket with this many structural headwinds. If this TrumpRx deal leads to discounted brand drugs being sold to customers DTC then $HIMS is even more cooked. Remains my favorite momentum short as you not only get short…
I am once again reminding you that $HIMS is the cleanest short in the momentum index
This was a great read, @jamesc_867 has put out some of the most comprehensive work out there on $AVXL. Highly recommend following him
New short report on $AVXL "Delusions of Grandeur: ANAVEX 3-71 in a Hallucinated Reality" Full PDF: drive.google.com/file/d/1RPk7Qk…
Guys is this bullish $AVXL
Just got access to AlphaSense for the first time and immediately thought of the Big Short quote about winning the Indy 500 on a Llama. Insane addition to the research process.
Tap tap tap tap tap
I am once again reminding you that $HIMS is the cleanest short in the momentum index
Strongly believe $AVXL is the next attractive binary. Drug is up for EMA approval and I think it’s extremely unlikely for it to receive a positive CHMP opinion. CHMP opinions are published publicly after meetings so little risk of burial as has been the case with this company…
Do not fade Shkreli Anthony Snaking and Biotenic into a Binary guys $ATYR

First and only ATYR post but the idea that Shkreli (and other ATYR shorts like @TCellEngager) have been “crushed” on every biotech short is absurd. Shkrelis hit rate on binary biotech shorts is 100% in the last year I’m pretty sure. Not sure if I’d take the other side of that…
First and only ATYR post but the idea that Shkreli (and other ATYR shorts like @TCellEngager) have been “crushed” on every biotech short is absurd. Shkrelis hit rate on binary biotech shorts is 100% in the last year I’m pretty sure. Not sure if I’d take the other side of that…
hes been crushed every stock he has been short!
$abvx please Betaville be right this one time holy shit
> Docs told us they will continue dosing Amb patients as practically usual > Most untreated patients to receive Elevidys eventually > PT $17 Makes sense lmao $SRPT
$SRPT BofA maintains Underperform. PT raised from $10 to $17 The survey of 15 neurologists revealed that despite concerns, 14 plan to continue dosing ambulatory patients with Elevidys, expecting a significant portion of untreated patients to receive treatment eventually. This…
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