Matthew Gamber (@MattBiotech) header
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Scottsdale, AZ
Joined April 2017
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Published today on $TGTX, the three piece of great news for the company in the past few weeks, and how my model has a target price of $289 five years from now.
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My biggest mistake in modern election analysis is thinking people want moderate choices in politics. The pendulum shift is going to be huge. With an upcoming blue wave, I think every biotech investment will have to be *actual* innovation or radically increase patient access somehow. (Biosims maybe, finally?) I never had a position but $APGE for $11 billion will look insane after the 2028 election IMHO. All these big pharmas will clean up over the next two years but they should probably start spending their dry powder more wisely. Single payer option is coming eventually and government payers are going to have a lot of power in the 2030s is my guess. Hybrid U.S./E.U. style market
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Random biotech things that could do still do well in a very blue environment off the top of my head: Biosims, gene therapy, things that help underserved populations (Hep Delta - $VIR ?), oncology drugs with survival benefit and large addressable population (will work in any environment), drugs proven to reduce hospitalization (system too fragmented to pay up-front right now), drugs that treat high prevalence conditions that affect younger people (dermatology, GI, auto-immune conditions)...
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Support Among: 🔵 Democrats: Agree: 73% Disagree: 15% ⚪️ Independents: Agree: 61% Disagree: 19% 🔴 Republicans: Agree: 64% Disagree: 27% Research Co / Oct 31, 2026
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Date check
My biggest mistake in modern election analysis is thinking people want moderate choices in politics. The pendulum shift is going to be huge. With an upcoming blue wave, I think every biotech investment will have to be *actual* innovation or radically increase patient access somehow. (Biosims maybe, finally?) I never had a position but $APGE for $11 billion will look insane after the 2028 election IMHO. All these big pharmas will clean up over the next two years but they should probably start spending their dry powder more wisely. Single payer option is coming eventually and government payers are going to have a lot of power in the 2030s is my guess. Hybrid U.S./E.U. style market
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Matthew Gamber retweeted
$TGTX as much as I like the AZER data & also how nothing was priced in - the MOVE in $TGTX today I am confident in has all to do with $NVS underwhelming data - as that was one of last bear thesis even BofA had kelo.com/2026/10/23/novartis…
$TGTX AZER CEL data even more impressive when you look at baseline of these hard to treat patients - All 26 participants had PIRA in the prior 12 months; all had prior anti-CD20 therapy
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$MRNA shorts thinking they'd make it to data before getting caved in
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I actually think it’s cool and awesome every time the government fucks with M*rtin Shkr*li and I hope they do more of it
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This guy looks like shit lol
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How leveraged/kamikaze we talkin here
Out of $nktr completely broken down with no buyers in sight. Big clear out with some other names too, kamikaze large levered $mrna short @ $196.5
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TRES A CERO!!! 🇺🇸🇺🇸🇺🇸 What a win for Mauricio Pochettino’s USMNT against Mexico — with goals coming from 18-year-old Julian Hall, a GOLAZO from 17-year-old Cavan Sullivan for his first USMNT goal, and Malik Tillman to make it 3-0. A STATEMENT win from the USMNT 🔥
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AI OnlyFans scam bots critiquing KOL calls…we live in a strange timeline
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Remember when Elon was going to solve the bot problem
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It's business hours on a Tuesday and $HROW stock is down 38% from its 52 week high...the CEO is thinking about Snapchat usage. 👍🏻👍🏻
When will @Snapchat adopt the same app usage limitations @Meta just agreed to implement (albeit through a settlement)? Parental control is good, but insufficient. It creates massive friction between parents and children -- needlessly -- if the companies limit access for minors.
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Quick thoughts: HR 0.5 (1L combo w/ chemotherapy) Zegfrovy's data is HR 0.65 (1L monotherapy) Rybrevant was HR 0.4 (1L combo) but was 11.4 mos vs 6.7 where CGEM is 14.5 vs 8.5...cross trial comparisons hard especially across years as SoC might advance. Plus weekly infusion and rash. CGEM added most months of mPFS over control, Rybrevant best HR, Zegfrovy regimen is chemo free. No clear winner. CGEM has best 2L/3L data so I think it will get used a lot but 1L is best for duration and largest patient pool. I believe all numbers accurate but verify independently. Company webinar will add more detail Also 50/50 profit share and this is CGEM's fourth pipeline program so pretty nice result I think
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Matthew Gamber retweeted
I find these World Trade Center simulations by Kostack Studio fascinating because they remove the smoke and let you see the collapse much more clearly. In the real footage, so much is hidden by fire, dust, debris, distance, and chaos that many people come away with the impression that the towers simply dropped straight down into their own footprints. But that is not really what happened. These simulations make it much easier to see that the collapse begins in the heavily damaged and fire-weakened region, the upper section starts moving and tilting, and the destruction then propagates downward through the structure. The towers do not simply disappear vertically into their own footprints. Large portions of the upper structure and exterior are moving outward and to the side as the collapse develops. Much of that motion is simply obscured in the real videos once the enormous debris cloud forms. And this is also why I find these simulations useful when people describe the collapses as looking like “controlled demolition.” Strip away the smoke and dust and the resemblance becomes much less convincing. What you see is a highly asymmetric structural failure beginning around the aircraft-damaged and fire-affected floors, followed by an enormous moving mass progressively overwhelming the structure beneath it. There is tilting, rotation, exterior columns peeling away, debris being thrown far outside the building footprint, and structural failure occurring chaotically as the collapse moves downward. That is very different from the neat mental image usually implied by “controlled demolition,” where structural supports are deliberately severed in a carefully timed sequence to produce a predetermined collapse. And importantly, we already know what preceded these collapses. Both towers suffered massive aircraft-impact damage. Fireproofing was stripped from portions of the structure. Large, uncontrolled fires then burned across multiple floors - for about 56 minutes in the South Tower and about 102 minutes in the North Tower - heating and weakening structural components until collapse initiated. Once that upper mass began moving, the loads imposed on the floors and structure beneath became vastly greater than anything they had been designed to carry. The result was progressive collapse. No, an animation is not proof simply because it looks convincing, and these are not official NIST simulations. They are visualizations built under particular assumptions. But as visualizations, I think they are extremely useful. They let you see something the original footage often cannot show clearly: beneath that enormous cloud of smoke and debris was a complicated, violent, asymmetric structural failure - not two buildings neatly dropping straight down into their own footprints. A note on the simulation: this is not intended to reproduce the collapse down to the exact motion of every beam, floor panel, and fragment of debris. No practical simulation could do that. Its value is in modeling the large-scale structural behavior - how the major sections deform, move, tilt, separate, and progressively fail. Think of it as a visualization of the mechanics and overall collapse behavior, not a frame-by-frame reconstruction of where every piece of steel ultimately landed.
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In retrospect it's crazy that the WTC remained standing for as long as it did. The North Tower burned for nearly two hours.
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oh my god i’ve never heard the impact before and idk what i expected but it wasn’t that. oh my god.
This is perhaps the clearest audio of flight 175 barreling down and eventually into the south tower. Those 2 young men, as well as millions of others who were rather in manhattan that day or watching events unfold live, knew in that instance that this was no longer an accident, and this was indeed an attack on America and it’s people.
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Cantor Fitzgerald is an evil company
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Matthew Gamber retweeted
That man’s name was Welles Crowther and he single handedly saved 18 lives that day by repeatedly leading groups of people to safety all the way from the 78th floor of the South Tower. He even carried a woman 17 floors who was too injured and weak to walk. He died during the collapse because he refused to leave anyone behind and went back into the building hoping to find more survivors. He was more of a man and hero than Trump could ever hope to be.
Trump on a deceased 9/11 rescuer: "The Man in the Red Bandana. Have you heard of him? He's become more famous than me. I don't like it. Very unhappy. But he's become much more famous than me."
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This team stays in the hunt despite a GM who makes negative additions and a terrible manager
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We also need a new announcer, what a horrible call
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