Tipasa @TheTipasa Twitter profile

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@HotAsUsual

Tipasa

@TheTipasa

1 year

A weight loss drug that increases muscle.

Jing Liang 🇺🇦

@AppleHelix

1 year

Even as Wegovy rides high, interest surges in weight loss drugs that preserve muscle

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Tipasa

@TheTipasa

3 years

The mega-cap pharma company I work for is switching from DocuSign to Adobe Sign. In the announcement, they note "over 50% cost savings compared to DocuSign." $ADBE

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@TheTipasa

1 year

If you enjoyed Ozempic carnage in food and beverage stocks, you'll love shorting alcohol stocks if an FGF21 therapeutic gets approved.

Monkeys lose their taste for alcohol when given liver hormone FGF21

Vervet monkeys, known for their love of alcohol, drink 50 percent less if given the hormone FGF15 preventatively.

cbmr.ku.dk

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@TheTipasa

3 years

Thoughts on biotech supply chain/Why @PythiaR should buy every $TMO dip Background: Have worked in large academic research labs since undergrad days (circa 2011). Recently moved and started work at a mega-cap pharmaceutical company.

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Tipasa

@TheTipasa

3 years

For all you $DHR longs, this is a Beckman Coulter Optima Ultracentrifuge. Easily the most dangerous equipment in the lab. By spinning a 50lb shaft head at 70,000rpm for 2hrs, I'm able to separate viruses from the human cells I grow them in.

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Tipasa

@TheTipasa

2 years

I'm sorry but I had to:

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@TheTipasa

3 years

People were very interested in the Beckman Coulter ultracentrifuge I posted last Friday. Beckman Coulter is a subsidiary of Danaher $DHR. So, as they say, time for a thread...

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@TheTipasa

1 year

As a scientist, I love to see it. As a $TMO shareholder, feels bad.

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@TheTipasa

1 year

My watch list for potential December tax loss selling: DG, MKTX, MKC, AAP, CROX, TMO, DHR, KO, PEP, KDP, CLX Any others? Please, no banks, utilities, or shit co's.

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@TheTipasa

3 years

Hope everyone owns $TMO @PythiaR

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@TheTipasa

1 year

Wow. Just got an email that management wants us to slow consumable spending for the rest of the Q. Yikes.

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@TheTipasa

3 years

An example of this: last week I made some virus. In order to quantify how much virus I made, I put $TMO buffers into $TMO tubes and run them through multiple $TMO machines.

Tipasa

@TheTipasa

3 years

@diglamb @LSValue @RMarshSPark @rsandler21969 In my experience as a scientist, no. $DHR is important for my job, mainly through Beckman, but I really cannot express how absolutely ***critical*** $TMO is for my day-to-day experimentation. They are ingrained in basically every part of the lab.

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@TheTipasa

1 year

For the $DHR longs: the tips that go with the automated workstation. Leveraging machinery into years of consumable spending:

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Tipasa

@TheTipasa

1 year

Might be awhile until we place another Sartorius order...

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@TheTipasa

3 years

$TMO GAAP EPS: 2017: $5.59 2018: $7.24 2019: $9.17 2020: $15.96 2021: $19.46

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Tipasa

@TheTipasa

11 months

Up to 65% off $TMO equipment. Up to 70% off Fisher lab products.

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@TheTipasa

2 years

Examples of $DHR consumables: Leica microtome blades Beckman ultracentrifuge tubes Cytiva MW spin columns Pall filters The first two are completely 'locked in' because of the specific machines. Cc @MDBBolsa @CJ0pp3l @JerryCap

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@TheTipasa

1 year

$TMO SG&A paying for my lunch today

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Tipasa

@TheTipasa

3 years

These are mouse spleens in RPMI + 1% penicillin/streptomycin. A thread that one of the experiments I'm doing today Plus all the materials I'm using.

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@TheTipasa

1 year

$1k revenue for $TMO

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@TheTipasa

11 months

Happy Friday to the $TMO longs

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@TheTipasa

2 years

Happy $DHR earnings day. I contributed!

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@TheTipasa

2 years

Impressive buyback timing and discipline by $TMO

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@TheTipasa

1 year

$TMO inventory update: I will add that pipette tips were one of the truly awful COVID supply crunch items, so this is probably just bullwhip working through.

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@TheTipasa

3 years

In honor of $TMO earnings day, here is a pic of my nearest common supplies shelf at 4C. Common supplies are stocked twice daily by the Operations team. Everything *not* covered in red is a Thermo product.

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Tipasa

@TheTipasa

2 years

In honor of $TMO earnings day, here is a pic of my nearest common supplies -20C. Common supplies are stocked daily by Operations team. It's literally all Thermo products.

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Tipasa

@TheTipasa

11 months

A recycling pile that'll warm the hearts of the Sartorius longs:

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@TheTipasa

2 years

Big day for $DHR in the lab: The newest generation cell counter from Beckman and a new microtome from Leica.

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@TheTipasa

2 years

$DFS with a 17% dividend increase ($0.70 per quarter) and announces a buyback program for ~10% of their shares at today's closing price. Seriously don't know why it trades so cheap, but I'll gladly continue holding.

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Tipasa

@TheTipasa

3 years

Sorry $DHR and $SOAGY longs: Cytiva and Sartorius are our first choice for MW filters but both are backordered until July. So we stocked up on Thermo $TMO ones.

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@TheTipasa

1 year

Q422 $TMO did a huge buyback at current price.

Tipasa

@TheTipasa

2 years

Impressive buyback timing and discipline by $TMO

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@TheTipasa

1 year

The alternative to a $TMO product is a $TMO product.

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@TheTipasa

1 year

$TMO GAAP EPS: 2017: $5.59 2018: $7.24 2019: $9.17 2020: $15.96 2021: $19.46 2022: $17.63 23Q1: $3.32 23Q2: $3.51 23Q3: $4.42 23 YTD: $11.25

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Tipasa

@TheTipasa

1 year

Baron Asset Fund $BARAX initiated a position in Repligen $RGEN Cc @Borlaug_

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@TheTipasa

1 year

Today's lunch brought to me by $TMO SG&A. Should be a fun day!

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@TheTipasa

1 year

Finished off two boxes of Pall syringe filters this morning. Will be sure to reorder today. Gotta pump the Q2 numbers $DHR

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Tipasa

@TheTipasa

3 years

I'm starting to think this "ThermoFisher" might be a decent company... I should look into it.

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Tipasa

@TheTipasa

2 years

Yesterday, I attended a presentation by Thermo $TMO on their latest CGT products. It was concentrated on cell therapies. Unfortunate because I'm mainly gene therapies, but I still had fun. Some impressions and thoughts:

Tipasa

@TheTipasa

2 years

Materials at this $TMO presentation. Excited to go through it.

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@TheTipasa

5 years

@AndrewRangeley $LAND ($LANDP is the preferred). Farmland REIT. Inflation hedge/food supply chain.

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@TheTipasa

1 year

A very critical sentence in the latest obesity treatment paper that everyone seems to be glossing over. $NVO $LLY It's ridiculous that these patients weren't followed by DEXA (or other body composition measure).

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Tipasa

@TheTipasa

3 years

@diglamb @LSValue @RMarshSPark @rsandler21969 In my experience as a scientist, no. $DHR is important for my job, mainly through Beckman, but I really cannot express how absolutely ***critical*** $TMO is for my day-to-day experimentation. They are ingrained in basically every part of the lab.

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@TheTipasa

3 years

This might be a bit of a ramble at this point, but the biotech supply crunch isn't alleviating anytime soon. @conorsen @hassankhan @modestproposal1 @BillBrewsterSCG @LTMarmo @phoenixvalue @Greenbackd @InnocenceCapit1

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@TheTipasa

1 year

We're just at the beginning for cell & gene therapies.

Nature Reviews Drug Discovery

@NatRevDrugDisc

1 year

A race has begun to prove the potential of CAR-T cell therapies in autoimmune diseases, with multiple agents now in clinical trials for lupus - find out more in this news article in the November issue

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@TheTipasa

1 year

Whoops!

Tipasa

@TheTipasa

2 years

Impressive buyback timing and discipline by $TMO

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Tipasa

@TheTipasa

3 years

You're welcome, $DHR longs

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Tipasa

@TheTipasa

2 years

Since I mentioned it this morning, here are the 24 companies whose full catalogs are fully within our ordering system. Makes it exponentially easier. I'd estimate that 97%+ of my personal order are through these companies.

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Tipasa

@TheTipasa

1 year

I've commented several times before about how $TMO has the best sales team, but to give you an idea, the two reps today are PhDs from UVA and Open University. They are trained scientists, not salespersons.

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@TheTipasa

1 year

A neighboring lab just installed a Cytiva Biacore 8k $DHR

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@TheTipasa

1 year

Strange that people are surprised GLP-1s have effects on the kidneys and heart, when SGLT2s have been approved for years.

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@TheTipasa

1 year

Just ordered a bunch of syringes. Can confirm at least $241.50 in Q2 $TMO revenue

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Tipasa

@TheTipasa

2 years

The tradition continues: in honor of $TMO earnings, here is a pic of a common supply 4C. Common supplies are stocked daily by Operations. This one is up on the 4th floor (I work on the 2nd). Exact for a specific RPMI made by Sigma (blue box), it's literally all Thermo.

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@TheTipasa

3 years

$TMO the biotech revolution isn't stopping, and health care, medical, and research professionals will need picks & shovels.

Ryan Reeves

@RyanReeves_

3 years

What business do you have a unique insight about and what is that insight?

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Tipasa

@TheTipasa

2 years

In honor of $TMO earnings day, here is a pic of a nearby common supplies at RT. Common supplies are stocked daily by Operations team. It's literally all Thermo products.

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@TheTipasa

1 year

If I had the money, I'd be selling so many puts on $TMO

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@TheTipasa

1 year

One of my old labmates just got a job at $TMO's electron microscopy center in Oregon. Will be interesting to hear their thoughts.

Center for Electron Microscopy | United States | Thermo Fisher Scientific - US

Thermo Fisher Scientific center for electron microscopy (NanoPort) in the United States providing demonstration and training in transmission electron microscopy, scanning electron microscopy, focused...

www.thermofisher.com

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@TheTipasa

4 years

@trekonomics There is absolutely a timeline where germophobe Trump takes over, gives total control and resources to the medical experts, we look like EU/South Korea, and Trump **landslides** Biden in November.

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@TheTipasa

2 years

The latest reason I maintain that $TMO has the best sales team. Free lunch while previewing cutting-edge CGT products? Sign me up.

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Tipasa

@TheTipasa

4 years

@PythiaR I guess if I had to summarize in single tweet: Whenever we need something in lab, I first look on $TMO because 1) they've aggregated so much they usually have it 2) if not A+ quality it's good enough 3) decent to downright good pricing and 4) sales team that will work with us

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Tipasa

@TheTipasa

11 months

We just had our company's annual R&D awards and wow, how can you not be an optimist if you work in the life sciences? So many amazing projects.

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@TheTipasa

1 year

One of the main takeaways from the GLP-1 story is how much we've been 'shooting ourselves in the foot' by allowing the obesity epidemic to rampage, and rather than doing the, granted hard, structural & cultural work to alleviate it, we're going to allow pharma companies to profit

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@TheTipasa

1 year

Some lab on our floor got a new toy $DHR

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@TheTipasa

3 years

I just significantly reduced one of my 'never sell' positions. The thesis was working **too well** and I don't know how to feel selling one of my favorite positions. @DogFundAdvisors @CJOppel @BillBrewsterTBB @PythiaR @JerryCap Some explanation and real time thoughts:

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Tipasa

@TheTipasa

3 years

These are actually tubes that go in the rotor head. As you can imagine, you can't just place any old thing at 70K rpm. These are special tubes formatted for specific rotors (see label). Each tube can only be used once. Can someone say recurring revenue?

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Tipasa

@TheTipasa

1 year

The thing that no one really admits: if you want to fix the cost of healthcare in the US, everyone needs to take a cut: Physicians, insurance, hospitals, and pharma should all make less, most administrators should be fired, advertising banned, lawyers go bye bye, etc

Michael Mitchell

@IgnoreNarrative

1 year

I’ve been saying this You want to fix the cost of healthcare start with the health insurers

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@TheTipasa

2 years

Haven't posted because I'm on paternity leave but this was too big not to share: I finally took a position in $DHR

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Tipasa

@TheTipasa

11 months

The right tail scenario for the biotech revolution remains underappreciated.

Eric Topol

@EricTopol

11 months

Big #AI discovery: a new structural class of antibiotics (the last one took 38 years) with multiple compounds effective vs methicillin-resistant Staph aureus, without toxicity @Nature

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@TheTipasa

11 months

This is an extremely interesting paper.

Denis Wirtz

@deniswirtz

11 months

Our self-propelled CAR T cells expressing synthetic “velocity” receptors infiltrate pancreatic tumors like its butter (bottom). Control CAR T cells can’t (top). Game over. Works in any solid tumor; can transform any CAR T of your choice into a Ferrari.

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Tipasa

@TheTipasa

1 year

Bought some $HSY in my Roth and enabled DRIP. Now I forget about it for 35 years.

Tipasa

@TheTipasa

1 year

How could I possibly forget $HSY?? Seriously, as an individual investor, that's a true coffee-can, buy-and-forget name. I'm buying some in my Roth on Monday. No DD. Ozempic has nothing on generations of Halloweens and Valentine's Days.

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@TheTipasa

1 year

IMO I think this acquisition is an implicit admission that they know the GLP-1s are greatly reducing muscle mass.

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@TheTipasa

1 year

Quick, off-top short list for this: -CAR-Ts w/ solid tumor infiltration -True allogeneic or universal cells -CARs in other cell types beyond T -Advanced tissue engraftment or encapsulation -Functional organoids -Next gen stem cells, either ES or iPSC -Next gen engineered viruses

Tipasa

@TheTipasa

1 year

@sinstockpapi @Larryjamieson_ @Borlaug_ @peter_mantas I think the average person underestimates the right tail for gene & cell therapies. One can imagine a couple luck breaks & hard work breakthroughs and 'suddenly' we're grandma isn't taking pills anymore but rather a biological entity of some type.

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@TheTipasa

1 year

I own and operate a farm in my spare time so take this Odd Lots episode about Tractor Supply and inject it straight into my veins.

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@TheTipasa

1 year

If you annualize the latest $AXP EPS, at $150 it has a ~11.5 P/E.

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@TheTipasa

2 years

Q2 taxable portfolio update: Bought: $WCRS Sold: $TWTR $ETSY Added: $CHTR $BRKB $TMO $FWONA

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@TheTipasa

1 year

Yep. Has been the dirty little secret of GLP-1s for those that have been paying attention.

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@TheTipasa

1 year

Price for four (4) Invitrogen PureLink HiPure plasmid maxiprep kit, 25 columns, reference K21007 $TMO 12/17/21: $2,006.40 2/18/22: $2,112.00 4/13/22: $2,400.00 6/15/23: $2,217.60

Tipasa

@TheTipasa

3 years

Price for four (4) Invitrogen PureLink HiPure plasmid maxiprep kit, 25 columns, reference K21007 $TMO 12/17/21: $2,006.40 2/18/22: $2,112.00 4/13/22: $2,400.00

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@TheTipasa

11 months

Our Charles River $CRL rep just emailed me about two new and very interesting mouse strains. My experimental design neurons are already firing... Cc @peter_mantas

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@TheTipasa

10 months

Yes, if you stop taking a medication for a chronic condition and do not change your lifestyle, the chronic condition returns.

New York Post

@nypost

10 months

We stopped taking Ozempic and Wegovy — and regained more weight than we lost

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@TheTipasa

4 years

@hkuppy The public health response to COVID was exponentially stronger than the 2017/18 influenza, yet excess deaths the same, and we're only five months into COVID. No one is being hysterical.

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@TheTipasa

1 year

I enjoyed the GLP-1s Odd Lots episode @TheStalwart @tracyalloway w/ @Citrini7 However, I'm disappointed that there wasn't a question about body composition. My fav 2nd order effect: new clothes. Imagine millions of Subway Jareds. Long $LEVI & $LULU??

Tipasa

@TheTipasa

1 year

A very critical sentence in the latest obesity treatment paper that everyone seems to be glossing over. $NVO $LLY It's ridiculous that these patients weren't followed by DEXA (or other body composition measure).

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@TheTipasa

2 years

An under-discussed tail risk for Novo $NVO and Lilly $LLY is a successful FGF21 therapeutic, which causes both weight loss AND reduces alcohol consumption. Multiple companies have developed and are developing an FGF21 product.

Drunk mice sober up twice as fast when given hormone injection

Intoxicated mice that had lost consciousness took half as long to wake up and get to their feet after being injected with the hormone FGF21, compared with their non-injected counterparts

www.newscientist.com

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@TheTipasa

3 years

@healingspaces @brglicker @PeterAttiaMD This dude needs a heart transplant. An "experimental" vaccine and hypothetical risk of "cancer" are literally the least of his problems.

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@TheTipasa

1 year

Today's lunch brought to me by Corning $GLW SG&A. Given how much I use their products, always have to remind myself that Life Sciences is their smallest division.

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@TheTipasa

2 years

@conorsen @opinion This is me. Locked at 2.875%. I don't pay a single penny more than required each month.

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@TheTipasa

1 year

I promise this is not a neg to GLP-1s... But that losing 20lbs improves health outcomes shouldn't be a surprise.

Sek Kathiresan MD

@skathire

1 year

Wowza! Losing 20lbs with GLP-1 agonist (semaglutide) averts heart attacks/strokes and saves lives (in patients who are overweight, without diabetes but with pre-existing atherosclerotic cardiovascular disease)

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@TheTipasa

3 years

Price for four (4) Invitrogen PureLink HiPure plasmid maxiprep kit, 25 columns, reference K21007 $TMO 12/17/21: $2,006.40 2/18/22: $2,112.00 4/13/22: $2,400.00

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Tipasa

@TheTipasa

1 year

The GLP-1s are an amazing breakthrough and have legitimate uses, but I continue to believe that investors are drastically underpricing: -the risk of negative side effects (e.g. lean muscle loss, etc.) -the risk of insurance companies & governments limiting pricing

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Tipasa

@TheTipasa

3 years

Also, this is an older model. We have newer models, I'm just lazy and didn't feel like walking over. Newer model has touchscreen and more precise controls. Also probably safety improvements that I'm not aware of.

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@TheTipasa

2 years

Got assigned to re-check the expression of a single gene in an old project, thus I had to order custom primers. $477.90 revenue for $TMO

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@TheTipasa

3 years

The microbe team near us just received a brand new Beckman benchtop centrifuge. Just as with the ultracentrifuges, they've ditched buttons for touchscreens. $DHR

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@TheTipasa

11 months

This same thing has been said generation after generation for all of human history, so I wonder who is the one that lacks critical reasoning skills and emotional resilience.

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@TheTipasa

4 years

@PythiaR Left pipette tip from $TMO, right from $MTD. No different except right tip has "LTS" imprinted on it (MTD trademark) and costs ~30% more, even after academic discount.

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@TheTipasa

2 years

Just signed the offer letter from HR: I'm being promoted from Associate Scientist to Scientist!

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@TheTipasa

2 years

Bought more $TMO today sub $520. Don't mind if it keeps falling. Would be happy to average down.

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@TheTipasa

2 years

@compound248 Hey Compound, biomedical scientist here. The strain of mice they used is designed to have high mortality when exposed to CoV-2 and would not translate to humans. Whether or not they should be doing this is a separate question.

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@TheTipasa

1 year

@sinstockpapi @Larryjamieson_ @Borlaug_ @peter_mantas I think the average person underestimates the right tail for gene & cell therapies. One can imagine a couple luck breaks & hard work breakthroughs and 'suddenly' we're grandma isn't taking pills anymore but rather a biological entity of some type.

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Tipasa

@TheTipasa

1 year

$TMO hosted a showcase in our lobby. Got a free lunch and some goodies. Had fun talking to several sales reps.

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Tipasa

@TheTipasa

1 year

On this note, I've wondered how much of the life science slowdown is just bullwhip. It's wild the amount of stuff we find squirrelled away from during the supply chain crisis. Every time we clean the lab/someone leaves, we find more useful stuff that we put back in inventory.

Leveraged Bugs Bunny

@LeveragedBunny

1 year

@TheTipasa Dude, please, start destocking everything you have. My P&L will be thankful 😂

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@TheTipasa

1 year

A senior executive is visiting today and their chauffeur car is a Rolls Royce. Pisses me off.

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