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$TGTX 🦉State Street Corp disclosed a 5.1% stake in TG Therapeutics, holding 8.1M shares with shared voting and disposal power. Filing signed Nov 7 2025. #form_SCHEDULE_13G ir.tgtherapeutics.com/static-files/2…
Despite competitive anxiety concerning alternative risk investment ops(AI, crypto, biotech, energy, etc.), Oppenheimer’s new post R&D day report($AXSM PT $183) does a good job of summarizing the ever growing multi drug CNS investment thesis for $AXSM $XBI $IBB
$ASXM - light volume - reduced short interest - feeling like the company is positioned well in all respects. Good time to dip in if you haven't already.
$AXSM key pipeline asset, Auvelity for ADA, company narrowed its guidance for sNDA submission timing (now 3Q from 2H25 BofA ADA opportunity comprises ~30% of our total Axsome valuation and we believe it represents a meaningful label expansion opportunity
$AXSM Q1??? Not much to say-Great Rev growth, Strong execution pretty much across-the-board, in the context of multi catalyst field into 2025/2026…NT base in mid/high $120s? Simply a pitstop on the way up to positive cash flow price target expansion…Happy LT holder😀! $XBI $IBB
Bottom of the 9th, Game 7 of the World Series. Bases loaded, 2 outs, and your team is down by 1 Mariano Rivera is on the mound. You have your choice of any hitter, of any era. Who gets the call?
$AXSM Weekly Revs? Another nice week of increases! And a beautiful chart, confirming the long-standing trend! $XBI $IBB
$AXSM pipeline from the 10k. The company could have 5 approved products soon.
Great $AXSM vibes today…Are we setting up for positive ADHD Rs, or, +Solriamfetol Rs in MDD, or both😍…Guess we’ll know soon enough!:-) $XBI $IBB
$tgtx pullback surprising & not at same time. People pushing off taxes selling in 2025. Vol bout 800k so not huge. If I’m MM , wud not step in until I c selling over. Not seeing material option action
$AXSM Another excellent Qtr(Q2,2024) highlighted by the long awaited capitulation of the last Maj.Brokerage detractor, BofA(Buy, $106),marks, universal acknowledgment of this large,expanding CNS program,& effective “Last man standing”status in post SSRI MDD Tx. Sweet😀! $XBI $IBB
$TGTX - correct it’s what many investors miss with $TGTX BRIUMVI especially the critics - DURATION of BRIUMVI likely over 10 years + Reoccurring Revenue just starting to compound here - all ready being Profitable here - continues to be nice longterm setup going forward
Two important factors to keep in mind whilst digesting today's spectacular $TGTX results: 1. Briumvi patent expires in 2042 ir.tgtherapeutics.com/news-releases/… 2. Once dosed Briumvi a patient stays on for 13 years youtube.com/watch?app=desk… DO THE MATHS THROUGH 2042!
youtube.com
YouTube
Ultimate MS Treatment Guide - Briumvi™
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