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rubiconcapital_'s profile
Kelly Brown
Kelly Brown
Kelly Brown
@rubiconcapital_

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Kelly Brown

@rubiconcapital_

Independent investor. Concentrated portfolio in high-quality companies with ethical, competent management. Accidental & unofficial COVID-19 data analyst.

linkedin.com/in/kelly-brown…
Joined March 2019

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    Kelly Brown‏ @rubiconcapital_ Feb 8

    Pfizer added new and peculiar items deep in its business risk disclosures re: clinical trial data, today in its Q4 earnings. (1/3) "...risks associated with...further information regarding the quality of pre-clinical, clinical or safety data, including by audit or inspection;"pic.twitter.com/2GCjs0Bj3r

    11:31 am - 8 Feb 2022
    • 2,640 Retweets
    • 4,563 Likes
    • Sa_Bina Reeee 🇺🇸 HungryKING Franky I’m Slightly Disruptive! LET’s Go _____! Robert David sigh 𓂀 𝕋ℝ𝕀𝕃𝕃𝕀𝕆ℕ$ 𓂀 Shogun-Select Ekans Tyrone McChan
    160 replies . 2,640 retweets 4,563 likes
      1. New conversation
      2. Kelly Brown‏ @rubiconcapital_ Feb 8

        (2/3) "...challenges related to public confidence or awareness of our COVID-19 vaccine or Paxlovid, including challenges driven by misinformation, access, CONCERNS ABOUT CLINICAL DATA INTEGRITY and prescriber and pharmacy education;" (all-caps are mine)pic.twitter.com/bAKH4iqiKs

        18 replies . 440 retweets 960 likes
        Show this thread
      3. Kelly Brown‏ @rubiconcapital_ Feb 8

        (3/3) New risk disclosure regarding Covid-19 itself: "...the possibility that COVID-19 will diminish in severity or prevalence, or disappear entirely;"pic.twitter.com/1nOK8fu8HQ

        18 replies . 459 retweets 1,000 likes
        Show this thread
      4. Kelly Brown‏ @rubiconcapital_ Feb 8

        Links to Pfizer's earnings releases referenced above: Q4: https://s28.q4cdn.com/781576035/files/doc_financials/2021/q4/Q4-2021-Earnings-Conference-Call-Prepared-Remarks-FINAL.pdf … Q3: https://s28.q4cdn.com/781576035/files/doc_downloads/event-announcement/2021/11/02/Q3-2021-Earnings-Conference-Call-Prepared-Remarks-FINAL.pdf …

        22 replies . 226 retweets 559 likes
        Show this thread
      5. End of conversation
      1. MD‏ @MegaBrahBarian Feb 8
        Replying to @rubiconcapital_

        Excellent DD

        0 replies . 1 retweet 46 likes
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      1. MD‏ @MegaBrahBarian Feb 8
        Replying to @rubiconcapital_

        There’s $55b worth of 2022 COVID-19 earnings priced into the stock 🤣🤣

        3 replies . 13 retweets 106 likes
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      1. Jeeps in Motion‏ @debsbluskyz Feb 8
        Replying to @rubiconcapital_

        They know that the vax doesn’t work on Omni.

        28 replies . 9 retweets 187 likes
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      1. DM‏ @Smartshitzu Feb 8
        Replying to @rubiconcapital_

        !!! Pfizergate continues

        0 replies . 4 retweets 87 likes
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      1. Mission Bitcoin‏ @mission_bitcoin Feb 8
        Replying to @rubiconcapital_

        Good to see they're looking out for our health and don't have vested interests in covid continuing.

        4 replies . 11 retweets 100 likes
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      1. Martian Ambassador‏ @BugRegular Feb 8
        Replying to @rubiconcapital_

        Wow...

        0 replies . 0 retweets 12 likes
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