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Jack Forego ๐Ÿ’Ž โš–๏ธ

Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

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Sector Biotech
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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $MRNA $BNTX $PFE Litigation Update โœ…ESI filed! ๐Ÿ“†Extended other discovery deadlines. ๐Ÿ”œ๐ŸฟSince cationic molar ratio LNP previously disclosed - fun part starts when counsel receives/searches through Bancelโ€™s emails, texts, etc. #Patent #Infringement #3XDamages

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $MRNA $BNTX $BMYRT Litigation Update More so now than ever b4, complex cases are won/lost over Electronic Data Discovery (e.g., cell phone records, texts, emails, etc) & related search terms. ๐ŸŽฏ $ENTA just filed Motion to compel $PFE to use their search terms.
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June 10, 2023, 1:08 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$OCUL - Trading shenanigans anyone? Idk, but it seems a like odd as it comes on the heels of the enthusiastic Jeffries FC and before Saturday data & Monday newsโ€ฆ Been in this one for years - time is ripe for #partnership

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Jack Forego โš–๏ธ (Elite 17)
$OCUL - Data looks terrific. Just noticed the AH trading yesterday evening. Did someone receive a sneak preview of the slides?๐Ÿง
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June 9, 2023, 5:31 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $MRNA $BNTX $BMYRT Litigation Update More so now than ever b4, complex cases are won/lost over Electronic Data Discovery (e.g., cell phone records, texts, emails, etc) & related search terms. ๐ŸŽฏ $ENTA just filed Motion to compel $PFE to use their search terms.

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $MRNA $BNTX $PFE Update Incredulous: Extension of time to file ESI Stip to June 9th Negotiated enough ESI Stips in my day so d/n need #ChatGPT to smell smoke, ie, must be compelling reason for delays.๐Ÿ”ฅ Conveniently, Arbutus Board just received 55,000 sh Options
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June 8, 2023, 12:42 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$PDSB - Back in on todayโ€™s crash. #risky #donttrythisathome

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Jack Forego โš–๏ธ (Elite 17)
$PDSB Sold full position b4 close. Still a strong believer, but sold today because many biotechs generally donโ€™t seem to follow through or retain a move of this size after big up days (e.g, $OCUL). OTOH, this could be another $IMVT and just continue uptrend. ๐Ÿคท๐Ÿผ #biotech
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June 5, 2023, 4:10 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $PFE $BNTX Litigation Update ๐Ÿ’ฉAtty for Genevant inexplicably filed letter to Court requesting an EARLIER cnf w/Acuitas b/c โ€œheโ€ has vaca ๐ŸฅถJudge responded by DELAYING conference until August 8! ๐ŸคฌRipple effect = more DELAY in Pfizer case. ๐Ÿ”ฅBd fires him TODAY?

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $PFE $BNTX Genevant Litigation Update ๐Ÿ‘๐ŸปCounsel for Acuitas filed letter to Court. Polite way of saying, โ€œHey, Judge V, thereโ€™s been a MTD pending since Fall of โ€˜22, care to do your jobโ€? Uncomplicated motion so request for โ€œstatus conferenceโ€ is more of a ruse.
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June 4, 2023, 2 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$CHRS, added more this morning as it hits a 52 wk low. ๐ŸฅดImpressed with their May deck & itโ€™s below recent Offering Price of $4.25. With Yusimry launch set for July 1st, cautiously optimistic this one may have legs to upside sooner than later.

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May 31, 2023, 2:23 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS Perhaps, but these are annual grants. OTOH, this is 3rd ESI extension & itโ€™s a given that $MNRA d/n want to be forced to turn over key individualsโ€™ & Moderna/FDA/1498 related text messages, emails, etc., re: LNP cationic lipid molar ratio patent infringement & royalties.

Jim Rothman
@TheMightyForego So either the filings were delayed to allow their options to trigger or as u said they conveniently have shares about to activate timed perfectly w/a possible settlement. Iโ€™d like to believe that thisโ€™ll finally be settled by June 9th but they could ask for an extension again.

May 28, 2023, 2:59 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $MRNA $BNTX $PFE Update Incredulous: Extension of time to file ESI Stip to June 9th Negotiated enough ESI Stips in my day so d/n need #ChatGPT to smell smoke, ie, must be compelling reason for delays.๐Ÿ”ฅ Conveniently, Arbutus Board just received 55,000 sh Options

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $MRNA $BNTX $PFE Litigation Update Dumbfounded: Extension of time to file ESI Stip to May 26. This is not rocket science. So why protracted delays? Guessing fight may be over historical e-mail & mobile data records, but also solicited #ChatGPT to explain.
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May 27, 2023, 12:42 a.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$PDSB Sold full position b4 close. Still a strong believer, but sold today because many biotechs generally donโ€™t seem to follow through or retain a move of this size after big up days (e.g, $OCUL). OTOH, this could be another $IMVT and just continue uptrend. ๐Ÿคท๐Ÿผ #biotech

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May 26, 2023, 8:10 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$OCUL ๐Ÿ‘€

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Ralph
$OCUL a new 52 week high and a strong open

May 23, 2023, 1:45 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

Hard to believe ~three years have passed, but proud to have participated in Modernaโ€™s COVE Clinical study of Covid19. Will feel even better about it if/when Moderna acknowledges the important contribution of the Arbutus (LNP) and Alnylam (lipid) scientists. #ClinicalTrialsDay

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Moderna
In honor of International #ClinicalTrialsDay on May 20th, we're highlighting our commitment to patient-centricity at Moderna. Putting #patients at the center of everything we do is key to advancing research with the goal of improving #healthcare outcomes. Check out our recentโ€ฆ
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May 20, 2023, 2:41 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$IMVT $ROIV ๐Ÿ‘€๐Ÿ‘€ Still own a few shares of Immunovant. Immunovantโ€™s comeback from the #biotech ashes gives me a glimmer of hope that someday Arbutus will rise again.

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Jack Forego โš–๏ธ (Elite 17)
Immunovant Reports Financial Results and Recent Business Updates $IMVT $ROIV Stock has been on a tear before/since the last Offering at $6 Roivant bought more at $6 and now holds more than 73M sharesโ€ฆ
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May 17, 2023, 6:49 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $PFE $BNTX Genevant Litigation Update ๐Ÿ‘๐ŸปCounsel for Acuitas filed letter to Court. Polite way of saying, โ€œHey, Judge V, thereโ€™s been a MTD pending since Fall of โ€˜22, care to do your jobโ€? Uncomplicated motion so request for โ€œstatus conferenceโ€ is more of a ruse.

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $PFE $BNTX As expected, counsel for Acuitas filed response letter. Up to Judge & time will tell, but think only one side is playing chess. Do respect this quip: โ€œDefendants silently createdโ€”and were the sole entrants inโ€”the slowest race to the courthouse everโ€ฆโ€
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May 17, 2023, 12:11 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $MRNA $BNTX $PFE Litigation Update Dumbfounded: Extension of time to file ESI Stip to May 26. This is not rocket science. So why protracted delays? Guessing fight may be over historical e-mail & mobile data records, but also solicited #ChatGPT to explain.

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $MRNA $BNTX $PFE Litigation Update Shocker: Moderna granted extension of time to file Electronically Stored Information (aka ESI Stip) to May 12th. Since weโ€™re not quite there yet, asked #ChatGPT to help explain the confidentiality issue, re: Lipid Molar Ratios.
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May 13, 2023, 1:05 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ALNY $MRNA $BNTX $PFE Litigation Update Nuggets in Modernaโ€™s counterclaim v Alnylam ๐ŸคกArgues 1498 ๐Ÿ‘ฝModerna discovered SM-102? - Even if true, cationic lipid is just one component of LNP. Still infringed Arbutusโ€™ patents ๐Ÿ”ฅBenenato - *former employee - subpoena?

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Jack Forego โš–๏ธ (Elite 17)
$ALNY $ENTA $MRNA $BNTX $PFE Litigation Update Busy week in some US Federal Courts, but still ๐Ÿฆ— from USDC Judge in Acuitas v $ABUS.
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May 12, 2023, 1:41 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ALNY $ENTA $MRNA $BNTX $PFE Litigation Update Busy week in some US Federal Courts, but still ๐Ÿฆ— from USDC Judge in Acuitas v $ABUS.

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May 11, 2023, 12:34 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ENTA Added more at ~$27 in AH. Stock swooning in response to EDP-235 data. However, their 400mg dose may still have legs in terms of competing with $PFE (Paxlovid) and $ABUS AB-343 (down the road). New slide deck is here:

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Jack Forego โš–๏ธ (Elite 17)
$ENTA Added Enanta last month. They sued $PFE & have EDP-235, which is a protease inhibitor that could compete w/the, imo, underwhelming Paxlovid. Enanta just reported that their Phase 2 SPRINT data w/b ready this May. They are currently way ahead of AB-343 $ABUS.
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May 8, 2023, 10:05 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $MRNA $ALNY Litigation Update Excellent way to end week after FDA hold on AB-101 ๐Ÿคฌ ๐Ÿ’ฅJudge signed Modernaโ€™s revised PO earlier today, which means no more delay: MRNA must turnover lipid molar ratios. ๐Ÿ’ฅJudge denied Moderna 1498 MTD in Alnylam case

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $MRNA $ALNY $BNTX Litigation Update ๐Ÿ’ฅProtective Order Filed - run-of-the-mill legalese but-for the critically important lipid molar ratios โ™Ÿ๏ธALNY told Moderna to pound sand ๐Ÿ˜‚Moderna playing catch up by trying to piggyback on Pfizer
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April 28, 2023, 9:30 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $MRNA $ALNY $BNTX Litigation Update ๐Ÿ’ฅProtective Order Filed - run-of-the-mill legalese but-for the critically important lipid molar ratios โ™Ÿ๏ธALNY told Moderna to pound sand ๐Ÿ˜‚Moderna playing catch up by trying to piggyback on Pfizer

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $MRNA Litigation Update ๐Ÿ’ฅModerna asked for more time - for a *second* time - until this Wednesday (19th) to file the Protective Order, re: disclosure of Confidential Information โณWas due April 11th, then 14th & now 19th. ๐ŸงNot rocket science - something is up

April 20, 2023, 12:15 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $MRNA Litigation Update ๐Ÿ’ฅModerna asked for more time - for a *second* time - until this Wednesday (19th) to file the Protective Order, re: disclosure of Confidential Information โณWas due April 11th, then 14th & now 19th. ๐ŸงNot rocket science - something is up

Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $PFE $BNTX $MRNA Litigation Update ๐Ÿ’ฅJudge gave Moderna until this Friday (14th) to file Protective Order, re: disclosure of Confidential Information โ™Ÿ๏ธArbutus/Genevant filed Reply to Acuitas Response. โ˜ ๏ธโ€˜127 Patent invalidated - was anticipated by โ€˜069 Patent
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April 17, 2023, 3:38 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ROIV $PFE - Huge news! $RXDX being acquired by $MRK for $200 per share in cash or approximately $10.8 billion.

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Jack Forego โš–๏ธ (Elite 17)
More commentary on the $ROIV $PFE $RXDX Phase 2 readouts from @BentheFidler and @ByAmyBrown

April 16, 2023, 11:23 a.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $PFE $BNTX $MRNA Litigation Update ๐Ÿ’ฅJudge gave Moderna until this Friday (14th) to file Protective Order, re: disclosure of Confidential Information โ™Ÿ๏ธArbutus/Genevant filed Reply to Acuitas Response. โ˜ ๏ธโ€˜127 Patent invalidated - was anticipated by โ€˜069 Patent

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $PFE $BNTX As expected, counsel for Acuitas filed response letter. Up to Judge & time will tell, but think only one side is playing chess. Do respect this quip: โ€œDefendants silently createdโ€”and were the sole entrants inโ€”the slowest race to the courthouse everโ€ฆโ€
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April 12, 2023, 12:30 p.m.

No Paywall
Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $PFE $BNTX As expected, counsel for Acuitas filed response letter. Up to Judge & time will tell, but think only one side is playing chess. Do respect this quip: โ€œDefendants silently createdโ€”and were the sole entrants inโ€”the slowest race to the courthouse everโ€ฆโ€

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Jack Forego โš–๏ธ (Elite 17)
$ABUS $ROIV $PFE $BNTX Counsel for Genevant sent letter to USDC Judge Vyskocil informing Court of the new USDC case filed in New Jersey against Pfizer & BioNTech. ๐Ÿ‘‰ Strategy revealed in support of MTD ๐Ÿ‘‰ Acuitas - Your move!
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April 6, 2023, 1:25 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS $ROIV $PFE $BNTX Counsel for Genevant sent letter to USDC Judge Vyskocil informing Court of the new USDC case filed in New Jersey against Pfizer & BioNTech. ๐Ÿ‘‰ Strategy revealed in support of MTD ๐Ÿ‘‰ Acuitas - Your move!

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Jack Forego โš–๏ธ (Elite 17)
$ABUS & Genevant [ $ROIV] sue $PFE & $BNTX for patent infringement seeking a reasonable royalty & that the infringement has been willful & an enhancement of damages. Notes: ๐Ÿ‘‰No mention of Acuitas or DJ case ๐Ÿ‘‰No mention of 2022 NDA ๐Ÿ‘‰Patent โ€™069 not included- v. $MRNA
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April 5, 2023, 2:33 p.m.

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Picture of Jack Forego ๐Ÿ’Ž โš–๏ธ

$ABUS & Genevant [ $ROIV] sue $PFE & $BNTX for patent infringement seeking a reasonable royalty & that the infringement has been willful & an enhancement of damages. Notes: ๐Ÿ‘‰No mention of Acuitas or DJ case ๐Ÿ‘‰No mention of 2022 NDA ๐Ÿ‘‰Patent โ€™069 not included- v. $MRNA

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Jack Forego โš–๏ธ (Elite 17)
This weekโ€™s Patent Litigation trackerโ€ฆ ๐Ÿ‘‰ $ABUS Motion to help $ALNY v. $MRNA - Denied ๐Ÿ‘‰ Rule 26 Disclosures โœ… ๐Ÿ‘‰ Genevant MTD Acuitas case from October- *still pending. ๐Ÿคฌ Resolution is relevant to NDA w/ $PFE $BNTX Hope no politics involved but recent events ๐Ÿคท๐Ÿผ
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April 4, 2023, 12:58 p.m.

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