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Whalatane

10/10/23 4:54 PM

#237 RE: sab63090 #236

Hi Steve Yes SWAV has been a tough hold over the past 2 months but this coming ER CC should provide some insight on spend going forward.
Good to see them doing an investor day .
Re Covid ...sickest I've been in many many years . If you have never had covid , get the latest booster , have tests on hand and as soon as you test positive go to your doctor or the ER and try and get Paxlovid .
Any other biotechs you follow ?
My biggest win recently was SLNO . Biggest loss ( today ) ETNB
ARDX has a PDUFA date Oct 17th and UNCY is awaiting FDA guidance on their competing drug . I have positions in both
Hope U are well
Kiwi

Whalatane

11/07/23 11:58 AM

#240 RE: sab63090 #236

New prior authorization requests from Aetna for PAD applications and anti corruption probes of medical facilities in China ......torpedo and otherwise great earnings report .
UGH
Kiwi