Granted I only took a quick look at $MPLT's S-1 so I may have missed something, but at $700M it did not excite me
I consider it pure luck that this doesn’t appeal to me at all
We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add!
“Our puts will expire worthless today if the market doesn’t come down. Threatening China is the best way to do it.”
$NAMS Sticking to my rule of not endlessly speculating on BOs, but the trading today did rhyme with other instances I've experienced where positive news gets leaked. Wouldn't shock me if NAMS gets bought soon. Fits the profile. Late stage, drug works, pts will use it
so $NAMS is the next one being bought on Monday? It was a @Sports_bios favorite name
$LQDA Adding to @fin_capital 's doc survey putting current pts on Yutrepia at 2,284 -- I'm not a statistician but I know someone who is (o5-pro) and, using a Taylor Linearized Variance Estimator to get a 95% confidence interval, it gets 1.6K - 3K. Bottom end waay above sellside
$KLRS another reminder to take your free run-up 2X's when they're offered to you. Not exaggerating when I say that I literally top-ticked my sale (pure luck)
$PESI After 25 years and tens of billions of dollars, it looks like we will be making glass this weekend. PESI could conservatively be making $2/sh for the next few decades once this plant fully ramps. Thank you to senator @PattyMurray for the opportunity to buy shares at $8.
$GUTS long-form thesis: I once missed the feast of the weight-loss craze, GLP-1s set the market ablaze. Too crowded, too rich, too many to name, I watched from afar—yet felt the flame. Then came Fractyl, a different way, A duodenal tune-up to keep fat at bay. No needles, no…
$KLRS I bought this 12 days ago with the intention of doing more work on it and reevaluating. Now I'm up 86% (nothing happened). Is this what it feels like buying AI-related stocks?
$PEPG took the 5X, exited completely. Worth more if it truly works but the potential for tox in the MAD scares me too much. On to the next
Republicans say democrats want to fund healthcare for illegal aliens Democrats say that’s a lie Both parties embellish and lie about and virtually everything, so what are we supposed to believe? Anyone look this up? I’d love to know what’s actually going on
$GUTS Hindsight is 20:20, but in retrospect I wish I'd have bought more on this data in August. I was concerned that sham could have caused a delta in three months, but in retrospect if that were true then one of the largest unmet needs in obesity (post-GLP1 weight maintenence)…
New strat: if a very high profile readout is happening within days and @adamfeuerstein is still posting on it (like $MLTX) then he is not embargoed and that's a very bad sign
FAQ on how I handle news embargoes. What is an embargo? News, in my case, usually clinical trial results or some other material, non-public information that is offered to me early by a publicly traded company. Why would a company share news with you (a reporter) under…
$GUTS Now that the we know the separation between Revita and Sham is so strong and clean, we can basically unblind the reddit posts from people in the trial. See below (my assumptions): Revita patient: Shortly post-procedure: I had the procedure for the Remain study on…
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