@TangibleIM

Born in South Africa, established in Australia. Investor. Father of 3.

 London, England
tangibleinvest.com
Joined April 2019
  • Tweets81
  • Following162
  • Followers146
13Media
Jonathan Y. Tanne CFA retweeted
Sports_Bios@Sports_bios18 Dec 2024
The rate cuts have benefitted the most speculative, economically unproductive areas of the mkt - .. so, no rate cuts will take everything in the economy - productive or not - down with it - .. Ha!
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$PHAT related
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The term "umbrella policy" in the context of the GAIN Act refers to extended exclusivity periods to all subsequent approvals of the same drug, regardless of the indication. This means that once a drug is designated as (QIDP) and receives the GAIN exclusivity extension,
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this benefit applies to all future approvals of that drug, even for different indications. This policy aims to provide comprehensive incentives for the development of antibiotics, ensuring that the extended exclusivity covers the drug's entire spectrum of approved uses.
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$EYPT $OCUL - pretty crazy that both these TKI co's got to over $1bn market cap just for non-inferiority "maintenance" competing with all the other VEGFs, .... still only ONE phase 3 co going for superiority to "improve" vision $OPT synergistic with SoC in wet AMD
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Jonathan Y. Tanne CFA retweeted
Hidden Value Gems
@HiddenValueGems1 Mar 2024
Ray Dalio thinks we are not in a bubble based on the following six criteria. "When I look at the US stock market using these criteria, it—and even some of the parts that have rallied the most and gotten media attention—doesn’t look very bubbly." 🧵👇🏽 1/9
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So $MANU filing out. Sheikh wanted to pay Class B super voting $34 and Class A $24.81. Glazers wanted $35.25 for both classes. Sheikh did not provide financing letter and while was supposedly coming back with a revised offer withdrew just after Oct 7 events. JR then tied up deal.
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$STLA $EXO.AS who would have thought you made 10x in 10 yrs in Stellantis, more than some big tech, yet the multiple is only 2.5x fwd PE with 10% div yield, what have I got wrong?
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and this even excludes the Ferrari $RACE spin off?
High Yield Issuance collapse
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$KOD ugly BCVA fail on EFFICACY - v. good news for eylea and $REGN @John_Hempton @sentivcapital but one outlier program STILL off radar of everyon that is all about EFFICACY/superiority in combo: Opthea $OPT :)
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$QFIN $LX $FINV - I wish all the hot momo $ from @luoshengPeng followers et al would just exit on QFIN drop today! bad sentiment may last until nxt quarterly results and while co rectifies privacy issues with their android app. 90% repeat borrowers, so no change to fundamentals.
$OPT $OPT.AX $ADVM $OCUL $KOD - For all you algo traders @InvestorsLive following this OPT on huge volume break-out, there is actually some very solid science and a big market opp, but it will take until 2023 for ph3 pivotal data. Even if opt302 captures 10% of market on success
Jonathan Y. Tanne CFA@TangibleIM21 May 2021
Replying to @jq1234t @brendan_49
thanks @jq1234t - there is still one combo off everyone's radar going for superiority which imo has decent chance to succeed based on 2b data (OPT-302) $OPT $ADVM- thoughts?
Valuation of $UPST against its more seasoned profitable highly-regulated Chinese peers $QFIN $LX $FINV 😱 youtube.com/watch?v=2DH4v6Fn…
Replying to @ByMadeleineA
@ByMadeleineA @sentivcapital Granted n=1 and lower dose POC trial but this is amazing news from Gensight Biologics $SIGHT: youtube.com/watch?v=iHP2s1WS…

See how a gene therapy improves a blind man’s ability to see | Science News

A man who has a degenerative eye disease is able to detect light, b...

youtube.com
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youtube.com/watch?v=uEAszLzp… @BertrandBio
Our 1Q 2021 Quarterly Report discussing "Value" investing in "Growth" businesses $818.HK (Hi Sun Tech) AND $327.HK (Pax Global): tangibleinvest.sharepoint.co…
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also $RAAS (Cloopen) part of Hi Sun's SOTP.
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$TCSG $TCS.LI - Tinkoff announced into the MSCI Russia small cap index at 2% weight, triggers $275m (MS) to $400m (VTB) passive inflows @LT3000Lyall
Market totally asleep on $818.HK Hi Sun Tech - $RAAS just listed in USA today, and SOTP is > HK$8 when stock trading at HK$2.30. Ridiculous! Vbill and Megahunt IPO's to come!
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Q4 2020 Quarterly Report discussing Oxford Immunotec Investment Thesis $OXFD tangibleinvest.fundportal.io…
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