Thanks for the heads up. Not exactly anything we didn't know but a very nicely packaged and well presented overview.
The only thing I didn't get was why he disclosed that he was long Novartis and Merck, but didn't mention ariad.
We're we supposed to take that for granted? Because I can't believe that this guy thinks they have the potential to increase pps in any way comparable to ariad.
Anyway, good to see that more and more people are embracing the story and getting it out.
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