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@DeItaone Interesting

@DeItaone Awesome

@DeItaone Drug pricing headlines hit $XBI like a brick. Dealers are already leaning short the sector into the announcement. If the deal disappoints, the bounce gets sold fast.

@DeItaone Interesting move — extending the MFN deals beyond the big 17 to biotechs could put more pressure on sole-source drugs.

@DeItaone I wonder what’s trumps average share price is

@DeItaone biotechs are taking these deals because the ira stick is bigger than any carrot. cms effectively names the price, companies call it partnership, and the r&d haircut gets exported through launch sequencing. when do emerging market biosimilar delays get priced in?

@DeItaone 3,000% lower?

@DeItaone Great insight here. You always manage to explain the market in a way that feels useful rather than overwhelming. You and @JimRambo8 are two of my favorite finance follows.

@DeItaone in two weeks

@DeItaone Hold on a second let me guess drug prices dropped by 2%, while our health insurance premiums went up by 20%🙄

@DeItaone This shift in drug pricing could significantly impact the biotech sector.

@DeItaone Thanks Joe Biden! x.com/CanuckinO/status/2092682…

@DeItaone lol yea she sure bud