Stephen Ayers (@meremrtl) header
Stephen Ayers (@meremrtl) profile picture

RN, BSN, MBA | Purdue 🚂 | Seeking Alpha analyst | Biotech deep dives ↓

Chicago, IL
Joined March 2010
Pharvaris: CHAPTER-3 Data Lands This Quarter And The Setup Is Favorable $PHVS $XBI $SPY moleculetomarket.substack.co…
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Stephen Ayers retweeted
Druski has done a parody of ‘YOU CAN SEE EVERYTHING’ on SNL.
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Nathan For You Season 3 is PEAK television.
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Stephen Ayers retweeted
RASONQUE's $198M Q3 print, w/ just 5 wks on market, is completely unprecedented amongst oncology drugs, & places it among the fastest launches in industry history $RVMD $XBI
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A little under a year ago, I proposed that $RYTM would be the next big public obesity takeout. Its stock is now up a solid -10% since, after the latest rumors—coming just within 10-20% of $SPY returns. Follow me for more great ideas. 💡 seekingalpha.com/news/451673…
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after our egos are bruised, we go back to what we are most familiar with.
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Last year's heroes in biotech investing become this year's memes. That's just the way it is.
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Stephen Ayers retweeted
CITIZENS $PGEN Weakness following competitor approval is stark overreaction and presents compelling opportunity to buy $PGEN PAPZIMEOS complete response rate of 51% compared to 27% complete response rate achieved with VOCERYQ $INO PAPZIMEOS label also #broader than VOCERYQ
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$AXSM Got some 100/200 and 110/200 Jan 2028 call spreads ADA uptake will take time but innitial trend is good Here is comparison b/n >65y old (left) and <65 y ( right). Clear jump in prescriptions in 65y+ group. If the trend continues, next Q we will have great results
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Granted, $INO is a microcap with high short interest. But didn't expect $PGEN to dump on this.
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Didn't realize the $INO approval wasn't really baked in at all. To me, this was an expected event. $PGEN
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$AXSM as predicted, ADA is a challenging space. Strip out the one-time Sunosi milestone and Q3 product sales missed expectations. Higher Q4 GTN discounts. Challenging '27 path vs. estimates.
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bro is about to have a seizure.
The wife, kids, and I are all housebound with the flu on Halloween. Body aches are absolutely insane. Whatever this is, it’s way worse than COVID (IMO). Probably going to DoorDash candy for the kids tonight.
Readers added context they thought people might want to know
A 106.5°F reading as shown is hyperpyrexia, a life-threatening medical emergency requiring immediate care, unlike typical flu fevers which are usually below 104°F. webmd.com/a-to-z-guides/… my.clevelandclinic.org/health/disease… mayoclinic.org/diseases-condi… cdc.gov/flu/signs-symp…
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Grew up with Windows. Have had Mac for several years. Still not used to it. Even downloading apps. Am I just getting old?
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