The fall of biotech
147 views • 12/31/2015
The JP Morgan campaign
| 00:00 - 00:05 | We are long Aegerion since $75..."a great value play" |
| 00:00 - 00:03 | Biotech |
| 00:04 - 00:05 | You told me this Biotech was easy money |
| 00:05 - 00:07 | Up every year |
| 00:08 - 00:12 | Just buy and hold |
| 00:12 - 00:15 | We bought and held Aegerion from $75 |
| 00:17 - 00:19 | We own Agios at $130 |
| 00:19 - 00:21 | OvaShit at $50 |
| 00:24 - 00:26 | Do you have death wish? Why didn't we just do the opposite of your ideas every time and we would own the world |
| 00:27 - 00:28 | Clovis going to be bought...NOT FUNNY...NOT FUNNY |
| 00:31 - 00:33 | Gilead so so cheap Buy it at $110....never been higher |
| 00:34 - 00:36 | You top tick them all.....Biogen $480....Seriously? |
| 00:53 - 00:58 | So what is the plan for this coming year? I know...How about MAKE SOME FUCKING MONEY? DOES THAT SOUND LIKE A PLAN? COULD WE WORK ON THAT ONE? |
| 01:13 - 01:15 | Do you know I have not forgotten Esperion which you pounded the table with over $100....Do you want so see me pound the table? |
| 01:15 - 01:17 | Then you start telling me to short to balance things out. |
| 01:18 - 01:23 | You had me short ZS...said the factory blew up....only thing that blew up was that trade you Dummkopf! |
| 01:25 - 01:28 | Are you trying to lose me money for some reason? ANSWER me...ANSWER ME |
| 01:29 - 01:31 | I told you not to buy that fucking KaloBio, but nein, you knew better didnt you? DIDN'T YOU? |
| 01:31 - 01:34 | Over and over and over again, you buy high and sell low |
| 01:34 - 01:37 | We decide to dip our toe in the IPO water and get a 100 share allocation of GBT...what do you do? |
| 01:37 - 01:40 | You make me the rest at $55.....never been there since |
| 01:40 - 01:42 | All of you are like a black cloud over my head following me around. You should all sleep on a park bench in Union Square. |
| 01:42 - 01:46 | I would have the homeless people come and use you as a toilet....but that's not fair......even though they are homeless they deserve better than that |
| 01:46 - 01:48 | How about the Keryx idea? Should we talk about that little gem? Going to $30...its a paradigm shift |
| 01:48 - 01:52 | Exact Science...another one....didn't I say "no one will take a shit in a KFC container"? |
| 01:53 - 01:54 | Just how many Valeant do we still own? And that other piece of shit Horizon? When I said LIQUIDATE it was either the positions or YOU! |
| 01:56 - 01:57 | Seattle Genetics...great short...never goes down...NEVER |
| 01:57 - 02:00 | New Link...you said it was a joke...a fraud....joke is on us, we are down 30% |
| 02:00 - 02:03 | Hedging you told me would save downdrafts...Hedging.....our hedgulations meant in the correction that was down 20% we were down 50%h...HEDGING...Bah!! |
| 02:04 - 02:08 | Do we own Five Prime? Sage? Ultragenx? Oh no...I forgot....those go up....ist Verbotten for you DUMMKOPFs...couldn't we own just one by accident? |
| 02:08 - 02:13 | I want to hear the plan...don't tell me the same shit you always tell me about volatility, the long term, fundamentals...I will kill you...with my bare hands |
| 02:14 - 02:16 | I am telling you this is your last chance or you are off to the front....after you are used as a toilet on Union Square |
| 02:17 - 02:21 | Can someone tell me why we still own Celldex? The shit doens't work. Everyone knows it. |
| 02:27 - 02:29 | over and over and over and over and over you do the same idiocies. Long Lion....a money market fund would have done better |
| 02:30 - 02:34 | And then you get these great ideas around conference like owning Mirati for ASCO....Kaboom...you have no clue, do you? |
| 02:34 - 02:36 | No clue at all....is it me or would throwing darts be far superior to you cretins? |
| 02:41 - 02:42 | Hedging...Yes....our hedging turned a downdraft into a plane crash |
| 02:43 - 02:47 | You are truly ambidextrous...you suck on the long side and on the short side too |
| 02:48 - 02:53 | Do you have anything to say or are you totally brain dead? |
| 02:54 - 02:56 | Ah so! The genius spoke....oh no, that was me passing gas |
| 02:56 - 02:59 | Find me some winners and find them now |
| 03:00 - 03:02 | No more IPOs...None. We just get allocations on the shit ones |
| 03:04 - 03:07 | And stop telling me what great fund owns our names...they don't seem down like us |
| 03:14 - 03:16 | so there must be a missing ingredient....perhaps brains? |
| 03:19 - 03:23 | I have lost my patience...can you tell... I have |
| 03:25 - 03:26 | I am dreaming every night of killing you a different way |
| 03:31 - 03:33 | The bad part is I wake up and come to work and there you are |
| 03:40 - 03:46 | So how do we get out of this mess? Don't tell me to buy more Blue, that shit!...I don't want to hear the word CLOVIS, or I shoot you |
| 03:46 - 03:49 | Just copy the Baker Brothers for fucks sake. How hard is that? |
| 03:53 - 03:56 | except Bellicum...that's a piece of scheisse |
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