PHVS
Pharvaris N.V.
stock NASDAQ

the FDA has been a shitshow ever since Marks left and was replaced with Prasad. Prior to this, if the FDA agreed on trial design, you could take them for their word. Most investors, myself included, consider the FDA the single biggest issue in biotech right now. I'm long QURE myself. But make no mistake on it, it's a political play, not a scientific one.
As for Skhreli, he's actually really smart. I've dealt with him directly a few times. What you need to realize though is he will often tweet and then do his due diligence after the tweet. So in that sense you do need to take him with a grain of salt as he will do DD afterwards which might change his mind.
I can share names, I have nothing to hide. My top 10 are RNA, CYTK, COGT, LXEO, ABVX, INSM, PRAX, RVMD, IONS, VRDN. These make up 74% of my portfolio. The rest are CTMX, PCVX, PTGX,JANX, MIRM, BBIO, QURE, IMMX, VTYX, RZLT, SLNO, IMNM, MAZE, RAPT, STOK, AMLX, FULC, PHVS, GUTS, SNDX, GERN

the FDA has been a shitshow ever since Marks left and was replaced with Prasad. Prior to this, if the FDA agreed on trial design, you could take them for their word. Most investors, myself included, consider the FDA the single biggest issue in biotech right now. I'm long QURE myself. But make no mistake on it, it's a political play, not a scientific one.
As for Skhreli, he's actually really smart. I've dealt with him directly a few times. What you need to realize though is he will often tweet and then do his due diligence after the tweet. So in that sense you do need to take him with a grain of salt as he will do DD afterwards which might change his mind.
I can share names, I have nothing to hide. My top 10 are RNA, CYTK, COGT, LXEO, ABVX, INSM, PRAX, RVMD, IONS, VRDN. These make up 74% of my portfolio. The rest are CTMX, PCVX, PTGX,JANX, MIRM, BBIO, QURE, IMMX, VTYX, RZLT, SLNO, IMNM, MAZE, RAPT, STOK, AMLX, FULC, PHVS, GUTS, SNDX, GERN