Lawrence W. Abrams 🇺🇸🇮🇱 @larrywabrams
Ph.D. Economics of PBMs, formularies, rebates, biosimilars, ASPs — StL Mo born, North Monterey Co CA retired. No investment advice. Do your own diligence nu-retail.com North Monterey Co. CA. USA Joined November 2010-
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Competition is heating up between Rx retailers $CVS and $WBA for deals to push a favored interchangeable #biosimilar of Humira at POS. First $CVS with private label Codavis of Humira. Next likely $WBA with $ALVO . Next up in 2025 for retailers will be $AMGN biosimilar for Stelera
Given $ALVO high concentrate interchangeable #Biosimilar for Humira has been excluded from Big 3 #PBMs formularies for 2024, IMHO the only mystery partner in the drug supply chain that could boost fill for them would be $WBA Walgreens going all out to push interchange at POS
Given $ALVO high concentrate interchangeable #Biosimilar for Humira has been excluded from Big 3 #PBMs formularies for 2024, IMHO the only mystery partner in the drug supply chain that could boost fill for them would be $WBA Walgreens going all out to push interchange at POS
Starting in October 2021 Medicare coverage for Stelara SQ switched from Part B ( no formulary only gated by GPOs ) to Part D ( formularies gated by Big 3 #PBMs ) Result will be starting in 2025, it will be much harder for #biosimilars to get coverage. Not looking good for $ALVO
2 Future stars in Country Music on same billing in local VA club : Lillian Hackett and Brennan Edwards.
Piecemeal changes in Big 3 #PBMs biz model from opaque reseller margins to FFS not enough. Need single $120 PMPY FFS for achieving target outcome $1200 PMPY -/ + a % for over / under See my paper on converting reseller to FFS biz model …4-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_ed8…
GAO just came out with a nice review of state regulations of #PBMs. IMHO, one of the best is Arkansas's mandating copays = % net price after off-invoice rebates, not the usual 20% of list price. I would love a follow up to see how much copay $$ actually dropped, if at all. 🙄
BusinessInsider reporting Big 3 #PBMs $CVS $CI $UNH exploring sale of PoC to PoS electronic Rx hub Surescript. IMHO it’s a sign they want to sell before FTC clamps down on biased flow to owned pharmacies. Not sure acquisition by Epic or $ORCL or ? would eliminate bias.
2 of 3 Big 3 #PBMs covered BI's interchangeable #biosimilars. BI's failure is due to something else. -- low concentration? maybe. Most likely though is patient and Dr. "brand loyalty" despite higher co-pays. Discussion should be about patient and Dr. choice as much as #PBMs
2 of 3 Big 3 #PBMs covered BI's interchangeable #biosimilars. BI's failure is due to something else. -- low concentration? maybe. Most likely though is patient and Dr. "brand loyalty" despite higher co-pays. Discussion should be about patient and Dr. choice as much as #PBMs https://t.co/YQI1naGQBs
Not clear why BI's Humira #biosimilar failed despite coverage by 2 of Big 3 #PBMs in '24, interchangeable status and had unbranded low list option, too. Could market "dysfunction" be "irrational brand loyalty" despite higher co-pays? Or was it just the low concentration?
Not clear why BI's Humira #biosimilar failed despite coverage by 2 of Big 3 #PBMs in '24, interchangeable status and had unbranded low list option, too. Could market "dysfunction" be "irrational brand loyalty" despite higher co-pays? Or was it just the low concentration?
#retirement according to one report, a big influx of retirees moving out of Florida into, for lack of a better name “North Georgia Appalachia” - area Northeast of Atlanta, south of Gatlinburg, west of Charlotte, and east of Chattanooga.
When I was watching $NVDA CEO Jensen Huang's Keynote #GTC2024 speech on Youtube, I kept seeing similarities (leather jacket, too) to the SNL "More Cowbells" sketch with Christopher Walken
$GMDA It's been a week since this post with an 8-K coming out suggesting complete BO (heck NK mfg plants alone worth $50M) vs. partnerships. IMHO, it can only be a Big Pharma with NO CAR-T pipeline. My quick review of 13 suggests 3 candidates: (1) $RHHBY (2) $LLY (3) $AMGN G.
$GMDA It's been a week since this post with an 8-K coming out suggesting complete BO (heck NK mfg plants alone worth $50M) vs. partnerships. IMHO, it can only be a Big Pharma with NO CAR-T pipeline. My quick review of 13 suggests 3 candidates: (1) $RHHBY (2) $LLY (3) $AMGN G.
Biopic of early Bob Dylan titled "A Complete Unknown" started filming in NYC with Timothee Chalamet playing Bob Dylan. Uh, no.
No need of BESS lithium ion battery expansion in Moss Landing . Not #Cleantech as Democrats like our state senator John Laird argues.
No need of BESS lithium ion battery expansion in Moss Landing . Not #Cleantech as Democrats like our state senator John Laird argues.
I wrote a paper 20 years ago showing all of Walgreens profits from 2000 sq ft Rx fill while 10,000 front store was a money loser. Same today. Need to move all Rx fill to grocery stores, small spaces, and sell leases to most 12,000 spaces …4-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_839…
I wrote a paper 20 years ago showing all of Walgreens profits from 2000 sq ft Rx fill while 10,000 front store was a money loser. Same today. Need to move all Rx fill to grocery stores, small spaces, and sell leases to most 12,000 spaces …4-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_839…
$GMDA should quickly work to file fast-track IND for a variant of GDA-201 , an alloNK, for lupus nephritis- no need for CAR, like what Artiva has just done. Or at least talk privately with VC /PE / Big Parma investors
Dirk Haussecker @RNAiAnalyst
18K Followers 508 Following There are no alternative truths. Please do not allow evil to spread and destroy our freedom of life. Not investment advice
Biotech Jim @JamesEKrause
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avidresearch @avidresearch
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Peter Suzman @Biomaven
8K Followers 3K Following Long-time small-cap biotech investor & entrepreneur - currently co-founder of biotech startup. Perennial loser in New Yorker caption contest.
JRMKE (Joe) @JRMKE3
197 Followers 78 Following $APAM $PACB $JOBY Watching: $INAB $CCCC $JEPI $JEPQ $FATE $DNLI $VKTX $RIVN $CPNG $TEAM $ON $LSCC
Charles Gordon @princetongb
4K Followers 1K Following We cannot direct the wind, but we can adjust the sails... Family Office. Founder Princeton Biomedical Consul. LLC.
Antonio Ciaccia @A_Ciaccia
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Jay Dilks @DilksJay
3K Followers 2K Following Fully Retired Western Pa. Resident. Army Veteran. Typically early to the next big thing. 🇺🇸 $SPGP $BRK.B $ARKW $VXF $VTI $TLTW $IBIT $DNA $YBTC $YMAX $DXYZ
Wayne @wyv_123
2K Followers 5K Following 🐭Expressed opinions are my own & not investment advice. Retweets/Likes are not endorsements. 1 Corinthians 16:13-14
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hingfdiuh @hingfdiuh
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Bond Jovi @checks_inc
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Mark @RMDiLillo
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Monterey Institute fo.. @MIRA_OBS
613 Followers 4K Following The Monterey Institute for Research in Astronomy is a non-profit astronomical observatory founded in 1972 and dedicated to research and education in astronomy.
maddstone🇮🇱 @maddstone1
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394 Followers 1K Following Proud #israeli(military).love animals and friends.#IDF #proisrael #peace #StandwithIsrael Am Yisrael Chai
Howard Davis @HowardQDavis
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maverick_1 @maveric92283613
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Eiríkur Ársælsson @Eirikura
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Marta Bulaich @martahari
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Neuro Sjo @neuropsychSjo
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Silent Films @into_past
52 Followers 2K Following Rare Silent Films Collection Best Quality Available Hard to Find DVD, MP4 files - Digital transfer on email (Paypal) Contact: https://t.co/UXGbbUdjM1
Israel Factual @IsraelFactual
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JamesPetch @JamesPetch4
163 Followers 253 Following Experienced investor in biotech and natural resources, Vancouver/London based. Trade house money on large fat pitches for hopefully outsized returns.
Arnar Sæmundsson @arnargs
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Andy Karandzieff @kzieff
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Guy Benson is a Liber.. @GuyBenson12
608 Followers 2K Following I’m Guy Benson and I’m a liberal. I pretend like I’m a conservative because I hate myself. I secretly have a crush on Anderson Cooper.
Piton Bio-Growth @MBarker1970
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Þorsteinn F @darestoned
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Nordic Capital @davste86
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Tom @usertom2
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fulmer @fulmer4th
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Örvar @Orvar_O
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Gísli Halldórsson @gislih
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Orri Heiðarsson @HeiOrri
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Elvar Möller @elvarmoller
235 Followers 2K Following
Jóhann G. Möller @johanngmoller
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Brad Loncar @bradloncar
69K Followers 365 Following #Biotech, Founder of @BiotechTVHQ, KC native, @univmiami hurricane.🧬🙌
Adam Feuerstein ✡�.. @adamfeuerstein
114K Followers 750 Following Reporter @statnews. The Harry Kane of biotech. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously.
Adam May @A_May_MD
3K Followers 68 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Biotech Jim @JamesEKrause
11K Followers 548 Following phd biochem, not ichthyol; prof neurobiol, biotech entrepreneur, neurogeek, inventor, environmentalist focused on sustainability, also ERoEI. #neurosteroids
avidresearch @avidresearch
10K Followers 1K Following
Bertrand Delsuc @BertrandBio
16K Followers 253 Following Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & a bit of Bio :)
Jordan Alexander @JD4for4
7K Followers 298 Following LT investor looking for 5-10x upside over 3-5 years. Tweets are my own opinions & not investment advice.😘👰👦🧒👶
Dan Rosenblum @sharkbiotech
23K Followers 1K Following Trading with the sharks at sharkinvesting since 1999 . Writing about biotech since 2006.
Joe @Gantosj
12K Followers 243 Following Equity market consultant. Technical Analysis Trader with over 25 years of experience. #Biotech Deep dive research. Biotech Trading Analyst @ChimeraResearch
Sports_Bios @Sports_bios
11K Followers 89 Following
Aaron Rosenblum, PhD,.. @AaronRosenblum5
1K Followers 525 Following
Ethan Mollick @emollick
211K Followers 553 Following Professor @Wharton studying AI, innovation & startups. Democratizing education using tech Book: https://t.co/CSmipbJ2jV Substack: https://t.co/UIBhxu4bgq
Peter Suzman @Biomaven
8K Followers 3K Following Long-time small-cap biotech investor & entrepreneur - currently co-founder of biotech startup. Perennial loser in New Yorker caption contest.
Professor Oak @Prof_Oak_
8K Followers 651 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
JRMKE (Joe) @JRMKE3
197 Followers 78 Following $APAM $PACB $JOBY Watching: $INAB $CCCC $JEPI $JEPQ $FATE $DNLI $VKTX $RIVN $CPNG $TEAM $ON $LSCC
Jacob Plieth @JacobPlieth
26K Followers 285 Following Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
Bruce Booth @LifeSciVC
50K Followers 731 Following Early stage biotech VC. Recovering scientist. Opinions expressed are solely my own and do not express the views or opinions of Atlas Venture.
𝗖𝗢𝗗𝗬 𝗪.. @CodyWolfeMusic
452K Followers 4K Following Nashville Recording Artist, Trend Setting #CountryMusic Singer/Songwriter Pre-Order Bringin' Country Back 🇺🇸 and Come see me live, Link In Bio
Danny Yagan @dannyyagan
9K Followers 659 Following Professor @BerkeleyEcon researching and teaching public sector economics. Former chief economist to @ShalandaYoung46 and @PeteButtigieg.
Bon Wood @ny1972_47
338 Followers 23 Following
Ramin Patil @radioramin
1K Followers 5K Following Investor (with interest in biotech), amateur mathematician, reader, progressive, appreciative of the aesthetic and ultimate frisbee fanatic!
Emily Nussbaum @emilynussbaum
277K Followers 2K Following Staff writer at The New Yorker. Author of “Cue The Sun!: The Invention of Reality TV,” out 6/25. Insta/Threads/Bluesky: emilynussbaum
Lazar Radic @laz_radic
1K Followers 559 Following Antitrust & digital regulation @laweconcenter | law prof @ielawschool | PhD @eui_law |
kerin liba @kerinliba
394 Followers 1K Following Proud #israeli(military).love animals and friends.#IDF #proisrael #peace #StandwithIsrael Am Yisrael Chai
Jeremy D. Larson @jeremydlarson
23K Followers 1K Following reviews director @pitchfork // [email protected]
d_stock @d_stock07734
372 Followers 357 Following
David S Chang 🐈.. @dschan02
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Brian Bartholomew @BPBartholomew
11K Followers 2K Following Batteries, power markets, niche memes. Decarbonizing the grid @REVRenewables. Previously @BloombergNEF, @PrincetonInAsia, @Fulbright. Usual disclaimers.
Parabolic Scan @ParabolicScan
5K Followers 0 Following Actionable alerts for the active momentum day trader. Finding parabolic movers in the market before they're fully realized while eliminating the noise. 🔥🚀
Marta Bulaich @martahari
3K Followers 4K Following Robot psychologist-in-training with frequent tuning of algorithms; obsessed w/ whales, ocean + environment; guitarist @hyperdrivekitty. Follow≠endorsement.
Chris Boettcher @chrisboettcher9
164K Followers 347 Following I’ll help you take back control of your health, lose 20+ lbs, and kill the dad bod. Doctor | Husband | Father | 10x Ironman |
The Investments Lawye.. @investing_law
23K Followers 402 Following Investment funds + securities lawyer. $Billions raised. Ex @lathamwatkins / @DLA_Piper / @ColumbiaLaw. Tweets are never legal advice (for that, hire a lawyer).
Jeremy Singh @singhcredible
58K Followers 463 Following 7-time ultramarathoner and 10,000 miles. Lazy Dad bod to Jacked Runner. Helping you run more and build muscle | Personal Trainer | Running Coach
Chris Ferreri @cjferreriMD
165 Followers 131 Following Plasma cell disorders and cellular therapy specialist at @LevineCancer Institute via MD Anderson Hem-Onc fellowship, Duke Internal Medicine, and Ohio State x2
Matthew Leisten @LeistenEcon
1K Followers 203 Following IO economist @FTC. PhD @NUEconomics. Information econ, antitrust. Foodie. Personal opinions only. If you don't equivocate, I don't trust you.
Dr. S @drsprs
1K Followers 282 Following Plastic & Reconstructive Surgeon. Hand & Microsurgeon. Random musings on medicine and investing.
Joe Millitzer @jmillitzer
1K Followers 1K Following Newsroom leader & content curator for https://t.co/PtuvxPBX21. Sharing all of Missouri's moments. STL by choice, Dubuque by origin.
Aaron Logan, MD, PhD,.. @hemedoc
7K Followers 424 Following Professor, UCSF hematology/BMT. Translational researcher interested in leukemia, MDS, HLH, MRD, post-HCT relapse, GVHD, & immune recon. Photos: pyknosis (IG)
Jasbinder (Jessie) Ch.. @JessieChimni
3K Followers 454 Following Financial independence coach. Investing in disruptive innovation, including Tesla, Genomics & Crypto (#Bitcoin, #ETH, #ADA). Aspiring Billionaire|🇮🇳|🇨🇦|🇺🇸
Opal Chip @Opal_Chip
3K Followers 86 Following Retired head trader San Fran stat-arb hedge fund. Here to exchange ideas & have fun. My Tweets are general opinions, not investment advice. Header: https://t.co/w8CpffMVhI
Chen Lin, MD @ChenyuLinMD
499 Followers 324 Following Assistant Professor @DukeCancer @VADurham | Leukemia/Lymphoma, Cell Therapies, TeleOnc | Posts = mine, not medical advice
Stephanie Zhan @stephzhan
19K Followers 2K Following GP @Sequoia. Preseed/Seed/A. Boards @linear @middeskhq @recroom Seeds: @replicatehq, https://t.co/qBx7xi7Qrd, 5 in stealth: robotics, AI agents, & more. AI, SaaS, dev tools.
Chad Byers 🦍 @chadbyers
21K Followers 45 Following Co-founder/GP @SusaVentures 🦍, seed-stage VC (@robinhoodapp, @flexport, @getstord). We invest $1m+ into pre-seed & seed rounds. software focused.
Jason Crawford @jasoncrawford
33K Followers 3K Following Founder, @rootsofprogress. I write about the history of technology and the philosophy of progress. Working to build the progress community and movement
SpeedyGonzalesi @chaperonycon
91 Followers 345 Following Biotech investor with a strong focus on biosimilars and biobetters. Innovation needs the pressure from patent cliffs.
Scott Gleim @sgleim
869 Followers 4K Following Biomedical researcher, data scientist, doting father. 🧬🐍
John T. Bresnahan @john_bresnahan
2K Followers 981 Following
chadi nabhan MD, MBA,.. @chadinabhan
19K Followers 782 Following Heme/Onc; NHL/HL/CLL. Adj Professor U of SC; Host: the #HealthcareUnfiltered & the #HemOnc Pulse podcasts. Author of "TOXIC EXPOSURE" & “THE CANCER JOURNEY.”
Robert Z. Orlowski @Myeloma_Doc
15K Followers 3K Following Director of Myeloma Section at MD Anderson Cancer Center; Translational researcher who hates myeloma. Tweets are my own. Retweets ≠ endorsements.
Cindy W ☮️ @CindyWinkler
872 Followers 3K Following Cindy Winkler. Basically just complain about/question STL County govt here (not the hardworking, dedicated workforce for the County!).
Vincent Geloso @VincentGeloso
12K Followers 2K Following Québécois Econ prof @MasonEconomics. LSE-trained TTU-proud, GMU-blood. I study #econhist, pol.econ & the measurement of living standards. Book harvester
カビアン Hunting4.. @kshahi
593 Followers 359 Following MD/PhD-Neuroscience(with a Minor in Stonks). Try and learn something everyday! Definitely not investment advice.
Blythe Bernhard @blythebernhard
7K Followers 5K Following St. Louis Post-Dispatch education reporter, accidentally named my kids Bill & Ted. #vegasborn
Blood Cancer Talks @BloodCancerTalk
2K Followers 18 Following A podcast dedicated to blood cancers, interviewing world experts Hosts @rajshekharucms @AshKishtagari @Eddie_Cliff Videos on YouTube https://t.co/Z7q545boly…
Shyam Sankar @ssankar
15K Followers 212 Following CTO @Palantirtech, Chairman @Ginkgo https://t.co/oaEBf1su2x https://t.co/mf1cSAPtef
Amgen Biosimilars @AmgenBiosim
9K Followers 100 Following This account has joined @Amgen. Follow us there to learn more about biosimilars.
Yaakov Katz @yaakovkatz
28K Followers 866 Following Writer. Author. @jewishpolicy senior fellow, ex-editor of @Jerusalem_Post. Books: 'Shadow Strike', 'Weapon Wizards' & 'Israel vs. Iran'. @NiemanFdn Fellow ’13.
This is me at the house!
@larrywabrams Actually seen this as well. Fascinating trend but guess it goes to show humans need that tactile component
I'll be walking over to the groundbreaking ceremony for Monterey High School football field lights this morning at 11:00 am. The fight is over & won for @mpusdway agains opponents in the city neighborhoods after $1+ million & 5 years in environmental review & litigation.🏈
My peoples finest wine! Happy Passover to all those who celebrate.
@zen_tropy One wonders why those pts with PR never responded to PD1 in the first place.
@FluentInFinance Show me the research because Nashville should be on that list
@FluentInFinance Nashville should be at the top of this list
@larrywabrams Don't count on #interchangeability playing much of a role here. It has not played a significant role in any #biosimilar introduction to date, and the very designation may be finally removed in the coming months!
Visited the Walnut St Shul where my father’s family first attended when they came to America. My great grandfather was a founder. Sat in his seat- still marked!- a beautiful relic of the Jews of Chelsea MA:
$WBA added 100 Jul 19 $25 calls for $0.09 each
Is $WBA the "unspecified company" that $ALVO has "signed a 'long-term agreement' with"? Keep in mind that the Alvotech drug has been excluded from the big three PBMs for 2024: CVS Caremark, OptumRx, and Express Scripts. Read below. Credits to @larrywabrams Alvotech and U.S.…
People spending hours a week on YouTube and refusing to pay YT premium tells you everything there is to know about B2C SaaS.
Houses in Clifton Heights, St Louis
NEW AMCHA OP-ED: How Anti-Zionist Faculty Captured a University of California Campus and What It Means for the Future of Jews in America algemeiner.com/2024/04/12/how… #Antisemitism #mustread
We did an internal experiment using LLMs to parse and visualise ORRs from AACR clinical trial abstracts. Worked pretty well; check out the results in the link (click the bubbles to open the relevant abstract) aacr.convoke.bio
@peterbachmd @JohnCendpts @ZacharyBrennan Maybe I’m off but Humira revs for Abbvie were only 14b in 2023, down 33% from $21b in 2022 after biosimilars entered…give it a few years before you stomp on the grave of the biosimilar market
@larrywabrams It certainly seems like a strategic move to offload Surescripts before potential FTC regulations. An Epic or Oracle acquisition might not eliminate bias, but it could change the dynamics significantly. Btw, @Alphanso_AI has currently given $UNH a rating of 7.3/10
What would it take for antitrust’s antimonopoly movement to become progressive? Comments welcome. papers.ssrn.com/sol3/papers.cf…
@adamfeuerstein check out the frauds at Gamida Cell $gmda and Highbridge who sold investors on an increase in authorized share capital last Fall only to turnaround and give the company to Highbridge 6 months later wiping out shareholders
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